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; 2023Q3: 541,184 shares; 2023Q4: 551,516 shares; 2024Q1: 560,623 shares; 2024Q2: 557,744 shares; 2024Q3: 571,625 shares; 2024Q4: 573,156 shares; 2025Q1: 566,206 shares; 2025Q2: 572,751 shares 572,751 $174M 16.84% +6,545 Timeline AVSF AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 10 shares; 2023Q4: 10 shares; 2024Q1: 10 shares; 2024Q2: 10 shares; 2024Q3: 415,092 shares; 2024Q4: 2,625,381 shares; 2025Q1: 2,624,034 shares; 2025Q2: 2,663,499 shares 2,663,499 $125M 12.11% +39,465 Timeline AVLV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 87,679 shares; 2023Q4: 106,053 shares; 2024Q1: 114,162 shares; 2024Q2: 113,328 shares; 2024Q3: 343,508 shares; 2024Q4: 1,229,591 shares; 2025Q1: 1,205,444 shares; 2025Q2: 1,232,715 shares 1,232,715 $84.1M 8.13% +27,271 Timeline AVIV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 89,790 shares; 2023Q4: 106,368 shares; 2024Q1: 108,617 shares; 2024Q2: 107,036 shares; 2024Q3: 263,380 shares; 2024Q4: 1,046,265 shares; 2025Q1: 1,083,086 shares; 2025Q2: 1,064,106 shares 1,064,106 $66.2M 6.4% -18,980 Timeline DFGX DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 132,093 shares; 2024Q4: 797,937 shares; 2025Q1: 831,148 shares; 2025Q2: 850,209 shares 850,209 $45.4M 4.39% +19,061 Timeline VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 603,421 shares; 2023Q4: 583,161 shares; 2024Q1: 616,821 shares; 2024Q2: 650,571 shares; 2024Q3: 697,867 shares; 2024Q4: 738,944 shares; 2025Q1: 742,521 shares; 2025Q2: 757,870 shares 757,870 $45.3M 4.38% +15,349 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 595,815 shares; 2023Q4: 599,781 shares; 2024Q1: 608,693 shares; 2024Q2: 608,260 shares; 2024Q3: 534,897 shares; 2024Q4: 200,205 shares; 2025Q1: 208,903 shares; 2025Q2: 218,223 shares 218,223 $38.6M 3.73% +9,320 Timeline AVDV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 441,286 shares; 2023Q4: 445,641 shares; 2024Q1: 449,507 shares; 2024Q2: 449,940 shares; 2024Q3: 469,742 shares; 2024Q4: 488,493 shares; 2025Q1: 500,978 shares; 2025Q2: 482,251 shares 482,251 $38.2M 3.7% -18,727 Timeline VSS VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 209,619 shares; 2023Q4: 217,332 shares; 2024Q1: 228,480 shares; 2024Q2: 230,186 shares; 2024Q3: 242,620 shares; 2024Q4: 259,901 shares; 2025Q1: 261,497 shares; 2025Q2: 253,342 shares 253,342 $34M 3.29% -8,155 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; 2023Q3: 454,944 shares; 2023Q4: 463,182 shares; 2024Q1: 495,258 shares; 2024Q2: 504,249 shares; 2024Q3: 529,957 shares; 2024Q4: 579,000 shares; 2025Q1: 586,785 shares; 2025Q2: 589,130 shares 589,130 $33.6M 3.25% +2,345 Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 328,531 shares; 2023Q4: 326,628 shares; 2024Q1: 327,374 shares; 2024Q2: 328,120 shares; 2024Q3: 335,633 shares; 2024Q4: 340,378 shares; 2025Q1: 332,731 shares; 2025Q2: 342,112 shares 342,112 $31.2M 3.01% +9,381 Timeline AVSC AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 62 shares; 2023Q4: 62 shares; 2024Q1: 62 shares; 2024Q2: 24 shares; 2024Q3: 81,873 shares; 2024Q4: 426,111 shares; 2025Q1: 390,435 shares; 2025Q2: 468,157 shares 468,157 $24.1M 2.33% +77,722 Timeline AVEM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 312,266 shares; 2023Q4: 315,853 shares; 2024Q1: 326,020 shares; 2024Q2: 324,581 shares; 2024Q3: 336,543 shares; 2024Q4: 341,948 shares; 2025Q1: 353,711 shares; 2025Q2: 347,829 shares 347,829 $23.8M 2.31% -5,882 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 131,327 shares; 2023Q4: 127,293 shares; 2024Q1: 133,219 shares; 2024Q2: 133,389 shares; 2024Q3: 131,013 shares; 2024Q4: 120,868 shares; 2025Q1: 133,267 shares; 2025Q2: 155,411 shares 155,411 $21M 2.03% +22,144 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; 2023Q3: 332,857 shares; 2023Q4: 335,351 shares; 2024Q1: 362,263 shares; 2024Q2: 371,818 shares; 2024Q3: 387,934 shares; 2024Q4: 427,588 shares; 2025Q1: 426,020 shares; 2025Q2: 421,881 shares 421,881 $20.9M 2.02% -4,139 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; 2023Q3: 246,540 shares; 2023Q4: 244,591 shares; 2024Q1: 237,713 shares; 2024Q2: 233,504 shares; 2024Q3: 223,919 shares; 2024Q4: 650,287 shares; 2025Q1: 624,589 shares; 2025Q2: 652,952 shares 652,952 $15.6M 1.5% +28,363 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; 2023Q3: 802,622 shares; 2023Q4: 811,561 shares; 2024Q1: 828,318 shares; 2024Q2: 835,549 shares; 2024Q3: 749,077 shares; 2024Q4: 177,421 shares; 2025Q1: 157,787 shares; 2025Q2: 157,570 shares 157,570 $11.7M 1.13% -217 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; 2023Q3: 132,524 shares; 2023Q4: 131,627 shares; 2024Q1: 135,209 shares; 2024Q2: 134,596 shares; 2024Q3: 119,607 shares; 2024Q4: 46,471 shares; 2025Q1: 54,761 shares; 2025Q2: 43,181 shares 43,181 $10.2M 0.99% -11,580 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; 2023Q3: 179,495 shares; 2023Q4: 185,284 shares; 2024Q1: 180,077 shares; 2024Q2: 177,531 shares; 2024Q3: 174,600 shares; 2024Q4: 164,597 shares; 2025Q1: 180,516 shares; 2025Q2: 204,064 shares 204,064 $8.69M 0.84% +23,548 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; 2023Q3: 40,505 shares; 2023Q4: 42,326 shares; 2024Q1: 41,522 shares; 2024Q2: 41,123 shares; 2024Q3: 39,667 shares; 2024Q4: 37,788 shares; 2025Q1: 43,253 shares; 2025Q2: 43,439 shares 43,439 $8.47M 0.82% +186 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 2,681 shares; 2023Q4: 31,802 shares; 2024Q1: 37,190 shares; 2024Q2: 39,224 shares; 2024Q3: 43,383 shares; 2024Q4: 60,845 shares; 2025Q1: 53,705 shares; 2025Q2: 61,915 shares 61,915 $6.58M 0.64% +8,210 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 119,677 shares; 2023Q4: 118,926 shares; 2024Q1: 118,580 shares; 2024Q2: 117,920 shares; 2024Q3: 111,739 shares; 2024Q4: 105,696 shares; 2025Q1: 105,306 shares; 2025Q2: 102,940 shares 102,940 $6.53M 0.63% -2,366 Timeline IUSV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 64,562 shares; 2023Q4: 68,996 shares; 2024Q1: 68,025 shares; 2024Q2: 67,491 shares; 2024Q3: 66,223 shares; 2024Q4: 63,627 shares; 2025Q1: 63,286 shares; 2025Q2: 68,988 shares 68,988 $6.53M 0.63% +5,702 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 60,451 shares; 2023Q4: 56,424 shares; 2024Q1: 45,696 shares; 2024Q2: 43,231 shares; 2024Q3: 37,891 shares; 2024Q4: 38,298 shares; 2025Q1: 37,907 shares; 2025Q2: 41,359 shares 41,359 $6.3M 0.61% +3,452 Timeline SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 106,707 shares; 2023Q4: 101,866 shares; 2024Q1: 97,651 shares; 2024Q2: 93,539 shares; 2024Q3: 88,736 shares; 2024Q4: 243,491 shares; 2025Q1: 226,973 shares; 2025Q2: 223,537 shares 223,537 $6.18M 0.6% -3,436 Timeline SMB VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 150,471 shares; 2023Q4: 300,581 shares; 2024Q1: 301,418 shares; 2024Q2: 300,571 shares; 2024Q3: 300,432 shares; 2024Q4: 293,041 shares; 2025Q1: 293,041 shares; 2025Q2: 329,136 shares 329,136 $5.68M 0.55% +36,095 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 25,827 shares; 2023Q4: 24,687 shares; 2024Q1: 24,932 shares; 2024Q2: 25,871 shares; 2024Q3: 25,414 shares; 2024Q4: 25,421 shares; 2025Q1: 26,119 shares; 2025Q2: 25,240 shares 25,240 $5.18M 0.5% -879 Timeline DLS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 57,240 shares; 2023Q4: 58,135 shares; 2024Q1: 57,179 shares; 2024Q2: 55,696 shares; 2024Q3: 55,867 shares; 2024Q4: 58,670 shares; 2025Q1: 52,568 shares; 2025Q2: 59,532 shares 59,532 $4.47M 0.43% +6,964 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 35,100 shares; 2023Q4: 48,515 shares; 2024Q1: 49,750 shares; 2024Q2: 50,663 shares; 2024Q3: 51,304 shares; 2024Q4: 46,176 shares; 2025Q1: 47,403 shares; 2025Q2: 49,279 shares 49,279 $4.11M 0.4% +1,876 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; 2023Q3: 108,163 shares; 2023Q4: 107,318 shares; 2024Q1: 105,868 shares; 2024Q2: 105,018 shares; 2024Q3: 103,193 shares; 2024Q4: 102,184 shares; 2025Q1: 99,234 shares; 2025Q2: 99,158 shares 99,158 $3.97M 0.38% -76 Timeline DFSD DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 20,747 shares; 2025Q1: 70,074 shares; 2025Q2: 75,908 shares 75,908 $3.64M 0.35% +5,834 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 72,188 shares; 2023Q4: 82,089 shares; 2024Q1: 78,864 shares; 2024Q2: 76,721 shares; 2024Q3: 73,873 shares; 2024Q4: 52,208 shares; 2025Q1: 59,101 shares; 2025Q2: 60,222 shares 60,222 $3.62M 0.35% +1,121 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; 2023Q3: 13,023 shares; 2023Q4: 13,164 shares; 2024Q1: 13,164 shares; 2024Q2: 12,852 shares; 2024Q3: 12,769 shares; 2024Q4: 12,580 shares; 2025Q1: 12,429 shares; 2025Q2: 12,429 shares 12,429 $3.54M 0.34% 0 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 31,120 shares; 2023Q4: 37,729 shares; 2024Q1: 37,915 shares; 2024Q2: 37,752 shares; 2024Q3: 36,932 shares; 2024Q4: 30,160 shares; 2025Q1: 32,635 shares; 2025Q2: 31,984 shares 31,984 $3.5M 0.34% -651 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 715,969 shares; 2023Q4: 711,071 shares; 2024Q1: 747,661 shares; 2024Q2: 777,331 shares; 2024Q3: 679,642 shares; 2024Q4: 52,740 shares; 2025Q1: 47,567 shares; 2025Q2: 41,703 shares 41,703 $3.31M 0.32% -5,864 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; 2023Q3: 86,364 shares; 2023Q4: 87,052 shares; 2024Q1: 84,576 shares; 2024Q2: 79,958 shares; 2024Q3: 74,637 shares; 2024Q4: 134,377 shares; 2025Q1: 125,998 shares; 2025Q2: 130,701 shares 130,701 $3.31M 0.32% +4,703 Timeline DFNM DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 5,291 shares; 2023Q4: 17,058 shares; 2024Q1: 17,399 shares; 2024Q2: 28,449 shares; 2024Q3: 28,369 shares; 2024Q4: 53,240 shares; 2025Q1: 72,279 shares; 2025Q2: 66,227 shares 66,227 $3.14M 0.3% -6,052 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 31,856 shares; 2023Q4: 48,804 shares; 2024Q1: 72,084 shares; 2024Q2: 60,101 shares; 2024Q3: 76,245 shares; 2024Q4: 65,296 shares; 2025Q1: 87,156 shares; 2025Q2: 61,434 shares 61,434 $3.01M 0.29% -25,722 Timeline VTES VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 6 shares; 2023Q4: 3,883 shares; 2024Q1: 3,883 shares; 2024Q2: 3,883 shares; 2024Q3: 25,909 shares; 2024Q4: 27,090 shares; 2025Q1: 40,868 shares; 2025Q2: 29,572 shares 29,572 $2.98M 0.29% -11,296 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; 2023Q3: 49,713 shares; 2023Q4: 49,076 shares; 2024Q1: 47,612 shares; 2024Q2: 47,109 shares; 2024Q3: 45,989 shares; 2024Q4: 89,798 shares; 2025Q1: 89,097 shares; 2025Q2: 100,341 shares 100,341 $2.87M 0.28% +11,244 Timeline SCHE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 136,821 shares; 2023Q4: 130,280 shares; 2024Q1: 127,889 shares; 2024Q2: 122,110 shares; 2024Q3: 118,512 shares; 2024Q4: 106,858 shares; 2025Q1: 97,970 shares; 2025Q2: 94,173 shares 94,173 $2.84M 0.27% -3,797 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; 2023Q3: 82,354 shares; 2023Q4: 79,681 shares; 2024Q1: 77,620 shares; 2024Q2: 75,361 shares; 2024Q3: 70,915 shares; 2024Q4: 125,900 shares; 2025Q1: 125,539 shares; 2025Q2: 125,209 shares 125,209 $2.77M 0.27% -330 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; 2023Q3: 666,046 shares; 2023Q4: 676,513 shares; 2024Q1: 714,403 shares; 2024Q2: 753,253 shares; 2024Q3: 664,856 shares; 2024Q4: 43,377 shares; 2025Q1: 39,014 shares; 2025Q2: 34,907 shares 34,907 $2.75M 0.27% -4,107 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 5,421 shares; 2023Q4: 5,321 shares; 2024Q1: 5,479 shares; 2024Q2: 5,383 shares; 2024Q3: 5,237 shares; 2024Q4: 5,362 shares; 2025Q1: 5,513 shares; 2025Q2: 5,514 shares 5,514 $2.74M 0.27% +1 Timeline SCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 42,694 shares; 2023Q4: 39,915 shares; 2024Q1: 39,849 shares; 2024Q2: 39,291 shares; 2024Q3: 38,866 shares; 2024Q4: 34,900 shares; 2025Q1: 34,739 shares; 2025Q2: 36,097 shares 36,097 $2.62M 0.25% +1,358 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; 2023Q3: 69,883 shares; 2023Q4: 68,668 shares; 2024Q1: 69,299 shares; 2024Q2: 68,266 shares; 2024Q3: 65,867 shares; 2024Q4: 63,927 shares; 2025Q1: 63,198 shares; 2025Q2: 61,019 shares 61,019 $2.56M 0.25% -2,179 Timeline SCHR SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 22,878 shares; 2023Q4: 57,987 shares; 2024Q1: 55,851 shares; 2024Q2: 61,555 shares; 2024Q3: 57,105 shares; 2024Q4: 82,390 shares; 2025Q1: 105,555 shares; 2025Q2: 101,966 shares 101,966 $2.55M 0.25% -3,589 Timeline AVMU AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 39,559 shares; 2023Q4: 36,052 shares; 2024Q1: 66,972 shares; 2024Q2: 55,348 shares; 2024Q3: 74,644 shares; 2024Q4: 61,903 shares; 2025Q1: 40,069 shares; 2025Q2: 55,420 shares 55,420 $2.48M 0.24% +15,351 Timeline AVSU AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 18,378 shares; 2023Q4: 18,566 shares; 2024Q1: 18,682 shares; 2024Q2: 30,626 shares; 2024Q3: 32,945 shares; 2024Q4: 31,781 shares; 2025Q1: 31,636 shares; 2025Q2: 31,217 shares 31,217 $2.14M 0.21% -419 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 24,282 shares; 2023Q4: 24,282 shares; 2024Q1: 24,233 shares; 2024Q2: 24,186 shares; 2024Q3: 22,156 shares; 2024Q4: 21,634 shares; 2025Q1: 21,199 shares; 2025Q2: 21,047 shares 21,047 $2.09M 0.2% -152 Timeline DFAE DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 45,407 shares; 2023Q4: 57,372 shares; 2024Q1: 57,359 shares; 2024Q2: 57,520 shares; 2024Q3: 58,151 shares; 2024Q4: 60,315 shares; 2025Q1: 57,485 shares; 2025Q2: 71,750 shares 71,750 $2.08M 0.2% +14,265 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 728,047 shares; 2023Q4: 718,182 shares; 2024Q1: 765,667 shares; 2024Q2: 800,048 shares; 2024Q3: 705,217 shares; 2024Q4: 47,331 shares; 2025Q1: 41,810 shares; 2025Q2: 41,589 shares 41,589 $2.06M 0.2% -221 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 8,354 shares; 2023Q4: 5,987 shares; 2024Q1: 6,086 shares; 2024Q2: 11,740 shares; 2024Q3: 12,040 shares; 2024Q4: 22,945 shares; 2025Q1: 12,113 shares; 2025Q2: 18,096 shares 18,096 $1.89M 0.18% +5,983 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 8,594 shares; 2023Q4: 8,594 shares; 2024Q1: 7,876 shares; 2024Q2: 10,341 shares; 2024Q3: 10,341 shares; 2024Q4: 10,341 shares; 2025Q1: 10,319 shares; 2025Q2: 10,141 shares 10,141 $1.79M 0.17% -178 Timeline SUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 30,784 shares; 2023Q4: 29,397 shares; 2024Q1: 29,314 shares; 2024Q2: 32,227 shares; 2024Q3: 56,965 shares; 2024Q4: 61,234 shares; 2025Q1: 60,710 shares; 2025Q2: 64,261 shares 64,261 $1.62M 0.16% +3,551 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 4,359 shares; 2023Q4: 4,360 shares; 2024Q1: 4,149 shares; 2024Q2: 4,029 shares; 2024Q3: 4,029 shares; 2024Q4: 3,765 shares; 2025Q1: 3,667 shares; 2025Q2: 3,583 shares 3,583 $1.52M 0.15% -84 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; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6 shares; 2025Q2: 2 shares 2 $1.46M 0.14% -4 Timeline DTH WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 31,963 shares; 2023Q4: 31,170 shares; 2024Q1: 31,170 shares; 2024Q2: 31,170 shares; 2024Q3: 31,170 shares; 2024Q4: 30,801 shares; 2025Q1: 30,801 shares; 2025Q2: 30,773 shares 30,773 $1.43M 0.14% -28 Timeline NULV NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 35,714 shares; 2023Q4: 36,014 shares; 2024Q1: 36,147 shares; 2024Q2: 35,242 shares; 2024Q3: 33,208 shares; 2024Q4: 30,933 shares; 2025Q1: 30,794 shares; 2025Q2: 30,771 shares 30,771 $1.29M 0.12% -23 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 9,216 shares; 2023Q4: 9,216 shares; 2024Q1: 8,374 shares; 2024Q2: 10,245 shares; 2024Q3: 8,245 shares; 2024Q4: 8,445 shares; 2025Q1: 8,231 shares; 2025Q2: 8,231 shares 8,231 $1.12M 0.11% 0 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 5,991 shares; 2023Q4: 5,311 shares; 2024Q1: 5,311 shares; 2024Q2: 7,482 shares; 2024Q3: 6,881 shares; 2024Q4: 6,481 shares; 2025Q1: 6,481 shares; 2025Q2: 6,281 shares 6,281 $1.11M 0.11% -200 Timeline SLQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 54,534 shares; 2023Q4: 76,716 shares; 2024Q1: 77,903 shares; 2024Q2: 79,135 shares; 2024Q3: 68,106 shares; 2024Q4: 29,211 shares; 2025Q1: 22,322 shares; 2025Q2: 20,994 shares 20,994 $1.06M 0.1% -1,328 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 2,334 shares; 2023Q4: 2,335 shares; 2024Q1: 2,222 shares; 2024Q2: 2,222 shares; 2024Q3: 2,209 shares; 2024Q4: 1,849 shares; 2025Q1: 1,675 shares; 2025Q2: 1,685 shares 1,685 $1.04M 0.1% +10 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 422 shares; 2023Q4: 422 shares; 2024Q1: 425 shares; 2024Q2: 959 shares; 2024Q3: 964 shares; 2024Q4: 997 shares; 2025Q1: 998 shares; 2025Q2: 1,001 shares 1,001 $990K 0.1% +3 Timeline DFIV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 17,896 shares; 2023Q4: 17,483 shares; 2024Q1: 17,483 shares; 2024Q2: 17,488 shares; 2024Q3: 17,599 shares; 2024Q4: 16,455 shares; 2025Q1: 17,700 shares; 2025Q2: 21,708 shares 21,708 $929K 0.09% +4,008 Timeline DISV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 10 shares; 2023Q4: 15,425 shares; 2024Q1: 15,424 shares; 2024Q2: 15,617 shares; 2024Q3: 15,616 shares; 2024Q4: 15,613 shares; 2025Q1: 17,013 shares; 2025Q2: 27,832 shares 27,832 $915K 0.09% +10,819 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 3,953 shares; 2023Q4: 3,453 shares; 2024Q1: 3,895 shares; 2024Q2: 3,898 shares; 2024Q3: 3,878 shares; 2024Q4: 3,880 shares; 2025Q1: 3,882 shares; 2025Q2: 4,092 shares 4,092 $897K 0.09% +210 Timeline AVUS AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 8,680 shares; 2023Q4: 8,680 shares; 2024Q1: 8,570 shares; 2024Q2: 8,708 shares; 2024Q3: 8,501 shares; 2024Q4: 8,536 shares; 2025Q1: 8,501 shares; 2025Q2: 8,501 shares 8,501 $857K 0.08% 0 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 1,691 shares; 2023Q4: 1,693 shares; 2024Q1: 1,692 shares; 2024Q2: 1,690 shares; 2024Q3: 1,685 shares; 2024Q4: 1,684 shares; 2025Q1: 1,683 shares; 2025Q2: 1,508 shares 1,508 $832K 0.08% -175 Timeline AVSD AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 6,221 shares; 2023Q4: 6,253 shares; 2024Q1: 6,568 shares; 2024Q2: 9,941 shares; 2024Q3: 11,634 shares; 2024Q4: 12,821 shares; 2025Q1: 12,769 shares; 2025Q2: 12,160 shares 12,160 $821K 0.08% -609 Timeline SOLV SOLVENTUM CORP More: the full row for SOLVENTUM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 11,050 shares; 2024Q3: 9,196 shares; 2024Q4: 9,530 shares; 2025Q1: 9,457 shares; 2025Q2: 10,713 shares 10,713 $812K 0.08% +1,256 Timeline IAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 20,668 shares; 2023Q4: 41,217 shares; 2024Q1: 38,857 shares; 2024Q2: 47,939 shares; 2024Q3: 42,089 shares; 2024Q4: 25,493 shares; 2025Q1: 16,218 shares; 2025Q2: 15,447 shares 15,447 $789K 0.08% -771 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 2,762 shares; 2023Q4: 2,762 shares; 2024Q1: 2,667 shares; 2024Q2: 2,565 shares; 2024Q3: 2,429 shares; 2024Q4: 2,346 shares; 2025Q1: 2,259 shares; 2025Q2: 2,200 shares 2,200 $755K 0.07% -59 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 967 shares; 2023Q4: 928 shares; 2024Q1: 943 shares; 2024Q2: 943 shares; 2024Q3: 963 shares; 2024Q4: 951 shares; 2025Q1: 949 shares; 2025Q2: 1,322 shares 1,322 $750K 0.07% +373 Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 1,993 shares; 2023Q4: 1,993 shares; 2024Q1: 1,993 shares; 2024Q2: 1,988 shares; 2024Q3: 1,988 shares; 2024Q4: 1,988 shares; 2025Q1: 1,988 shares; 2025Q2: 1,988 shares 1,988 $727K 0.07% 0 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 3,668 shares; 2023Q4: 3,646 shares; 2024Q1: 3,490 shares; 2024Q2: 3,490 shares; 2024Q3: 3,490 shares; 2024Q4: 3,490 shares; 2025Q1: 3,490 shares; 2025Q2: 3,497 shares 3,497 $715K 0.07% +7 Timeline SCHO SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 52,341 shares; 2023Q4: 73,473 shares; 2024Q1: 69,518 shares; 2024Q2: 68,324 shares; 2024Q3: 55,581 shares; 2024Q4: 43,311 shares; 2025Q1: 33,205 shares; 2025Q2: 29,261 shares 29,261 $713K 0.07% -3,944 Timeline BGRN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 11,014 shares; 2023Q4: 10,132 shares; 2024Q1: 9,085 shares; 2024Q2: 9,604 shares; 2024Q3: 14,071 shares; 2024Q4: 13,732 shares; 2025Q1: 14,459 shares; 2025Q2: 14,915 shares 14,915 $710K 0.07% +456 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 455 shares; 2023Q4: 286 shares; 2024Q1: 388 shares; 2024Q2: 4,713 shares; 2024Q3: 4,623 shares; 2024Q4: 4,653 shares; 2025Q1: 4,424 shares; 2025Q2: 4,431 shares 4,431 $700K 0.07% +7 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 4,078 shares; 2023Q4: 4,159 shares; 2024Q1: 3,992 shares; 2024Q2: 3,992 shares; 2024Q3: 3,505 shares; 2024Q4: 3,554 shares; 2025Q1: 2,594 shares; 2025Q2: 2,594 shares 2,594 $698K 0.07% 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; 2023Q3: 804 shares; 2023Q4: 804 shares; 2024Q1: 816 shares; 2024Q2: 816 shares; 2024Q3: 826 shares; 2024Q4: 826 shares; 2025Q1: 856 shares; 2025Q2: 856 shares 856 $667K 0.06% 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; 2023Q3: 1,331 shares; 2023Q4: 1,256 shares; 2024Q1: 1,256 shares; 2024Q2: 1,256 shares; 2024Q3: 1,256 shares; 2024Q4: 1,256 shares; 2025Q1: 1,256 shares; 2025Q2: 1,256 shares 1,256 $638K 0.06% 0 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 1,857 shares; 2023Q4: 1,927 shares; 2024Q1: 3,244 shares; 2024Q2: 3,554 shares; 2024Q3: 3,287 shares; 2024Q4: 5,803 shares; 2025Q1: 5,955 shares; 2025Q2: 6,412 shares 6,412 $636K 0.06% +457 Timeline SHM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 172,190 shares; 2023Q4: 32,459 shares; 2024Q1: 43,645 shares; 2024Q2: 34,596 shares; 2024Q3: 38,447 shares; 2024Q4: 29,726 shares; 2025Q1: 14,624 shares; 2025Q2: 12,553 shares 12,553 $600K 0.06% -2,071 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; 2023Q3: 8,281 shares; 2023Q4: 8,532 shares; 2024Q1: 8,506 shares; 2024Q2: 8,491 shares; 2024Q3: 8,175 shares; 2024Q4: 8,175 shares; 2025Q1: 7,699 shares; 2025Q2: 8,784 shares 8,784 $590K 0.06% +1,085 Timeline AVES AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 11,558 shares; 2023Q4: 11,618 shares; 2024Q1: 11,392 shares; 2024Q2: 11,392 shares; 2024Q3: 11,392 shares; 2024Q4: 11,200 shares; 2025Q1: 11,200 shares; 2025Q2: 10,280 shares 10,280 $550K 0.05% -920 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 3,007 shares; 2023Q4: 2,947 shares; 2024Q1: 2,925 shares; 2024Q2: 2,925 shares; 2024Q3: 2,884 shares; 2024Q4: 2,884 shares; 2025Q1: 2,759 shares; 2025Q2: 2,759 shares 2,759 $535K 0.05% 0 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 633 shares; 2023Q4: 500 shares; 2024Q1: 500 shares; 2024Q2: 1,352 shares; 2024Q3: 1,352 shares; 2024Q4: 1,402 shares; 2025Q1: 1,453 shares; 2025Q2: 1,453 shares 1,453 $532K 0.05% 0 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 1,954 shares; 2023Q4: 1,954 shares; 2024Q1: 1,954 shares; 2024Q2: 1,694 shares; 2024Q3: 1,694 shares; 2024Q4: 1,694 shares; 2025Q1: 1,446 shares; 2025Q2: 1,446 shares 1,446 $507K 0.05% 0 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; 2023Q3: 9,773 shares; 2023Q4: 9,735 shares; 2024Q1: 9,633 shares; 2024Q2: 9,633 shares; 2024Q3: 8,021 shares; 2024Q4: 8,021 shares; 2025Q1: 7,812 shares; 2025Q2: 7,812 shares 7,812 $497K 0.05% 0 Timeline UMBF UMB FINL CORP More: the full row for UMB FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,476 shares; 2025Q2: 4,476 shares 4,476 $470K 0.05% 0 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 1,302 shares; 2023Q4: 1,155 shares; 2024Q1: 1,154 shares; 2024Q2: 1,589 shares; 2024Q3: 1,405 shares; 2024Q4: 1,367 shares; 2025Q1: 1,367 shares; 2025Q2: 1,506 shares 1,506 $469K 0.05% +139 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 1,550 shares; 2023Q4: 1,550 shares; 2024Q1: 1,550 shares; 2024Q2: 1,550 shares; 2024Q3: 1,550 shares; 2024Q4: 1,625 shares; 2025Q1: 1,735 shares; 2025Q2: 1,735 shares 1,735 $464K 0.04% 0 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 805 shares; 2023Q4: 3,973 shares; 2024Q1: 3,828 shares; 2024Q2: 3,872 shares; 2024Q3: 4,122 shares; 2024Q4: 3,472 shares; 2025Q1: 3,609 shares; 2025Q2: 3,779 shares 3,779 $450K 0.04% +170 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 920 shares; 2023Q4: 920 shares; 2024Q1: 920 shares; 2024Q2: 1,357 shares; 2024Q3: 1,357 shares; 2024Q4: 1,357 shares; 2025Q1: 1,260 shares; 2025Q2: 1,260 shares 1,260 $447K 0.04% 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; 2023Q3: 7,486 shares; 2023Q4: 7,486 shares; 2024Q1: 7,486 shares; 2024Q2: 7,486 shares; 2024Q3: 7,486 shares; 2024Q4: 6,786 shares; 2025Q1: 5,936 shares; 2025Q2: 5,936 shares 5,936 $444K 0.04% 0 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 1,439 shares; 2023Q4: 1,000 shares; 2024Q1: 1,000 shares; 2024Q2: 1,000 shares; 2024Q3: 1,000 shares; 2024Q4: 1,300 shares; 2025Q1: 1,350 shares; 2025Q2: 1,350 shares 1,350 $391K 0.04% 0 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; 2023Q3: 5,728 shares; 2023Q4: 5,728 shares; 2024Q1: 5,728 shares; 2024Q2: 5,728 shares; 2024Q3: 5,728 shares; 2024Q4: 5,315 shares; 2025Q1: 4,565 shares; 2025Q2: 4,565 shares 4,565 $388K 0.04% 0 Timeline ESML ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 7,980 shares; 2023Q4: 7,648 shares; 2024Q1: 7,606 shares; 2024Q2: 7,559 shares; 2024Q3: 9,956 shares; 2024Q4: 9,233 shares; 2025Q1: 9,272 shares; 2025Q2: 9,271 shares 9,271 $383K 0.04% -1 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; 2023Q3: 3,019 shares; 2023Q4: 2,952 shares; 2024Q1: 2,952 shares; 2024Q2: 2,960 shares; 2024Q3: 2,960 shares; 2024Q4: 2,960 shares; 2025Q1: 2,879 shares; 2025Q2: 2,895 shares 2,895 $372K 0.04% +16 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; 2023Q3: 4,621 shares; 2023Q4: 4,621 shares; 2024Q1: 4,621 shares; 2024Q2: 4,621 shares; 2024Q3: 4,621 shares; 2024Q4: 5,221 shares; 2025Q1: 5,278 shares; 2025Q2: 5,278 shares 5,278 $359K 0.03% 0 Timeline MGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 2,587 shares; 2023Q4: 2,587 shares; 2024Q1: 2,587 shares; 2024Q2: 2,587 shares; 2024Q3: 2,587 shares; 2024Q4: 2,587 shares; 2025Q1: 2,587 shares; 2025Q2: 2,587 shares 2,587 $339K 0.03% 0 Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 3,870 shares; 2023Q4: 3,920 shares; 2024Q1: 3,913 shares; 2024Q2: 3,452 shares; 2024Q3: 3,694 shares; 2024Q4: 3,984 shares; 2025Q1: 3,972 shares; 2025Q2: 3,778 shares 3,778 $337K 0.03% -194 Timeline DCI DONALDSON INC More: the full row for DONALDSON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 5,553 shares; 2023Q4: 4,800 shares; 2024Q1: 4,800 shares; 2024Q2: 4,800 shares; 2024Q3: 4,800 shares; 2024Q4: 4,800 shares; 2025Q1: 4,800 shares; 2025Q2: 4,800 shares 4,800 $332K 0.03% 0 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; 2023Q3: 6,480 shares; 2023Q4: 6,480 shares; 2024Q1: 6,480 shares; 2024Q2: 6,155 shares; 2024Q3: 6,110 shares; 2024Q4: 6,110 shares; 2025Q1: 6,090 shares; 2025Q2: 6,090 shares 6,090 $328K 0.03% 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; 2023Q3: 7,473 shares; 2023Q4: 7,016 shares; 2024Q1: 3,964 shares; 2024Q2: 3,981 shares; 2024Q3: 3,967 shares; 2024Q4: 3,573 shares; 2025Q1: 3,598 shares; 2025Q2: 3,726 shares 3,726 $324K 0.03% +128 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; 2023Q3: 363 shares; 2023Q4: 363 shares; 2024Q1: 363 shares; 2024Q2: 2,091 shares; 2024Q3: 1,728 shares; 2024Q4: 1,728 shares; 2025Q1: 1,728 shares; 2025Q2: 1,728 shares 1,728 $322K 0.03% 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; 2023Q3: 1,224 shares; 2023Q4: 1,224 shares; 2024Q1: 1,224 shares; 2024Q2: 1,590 shares; 2024Q3: 1,575 shares; 2024Q4: 1,575 shares; 2025Q1: 1,423 shares; 2025Q2: 1,445 shares 1,445 $311K 0.03% +22 Timeline ELF E L F BEAUTY INC More: the full row for E L F BEAUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 2,378 shares; 2024Q2: 2,378 shares; 2024Q3: 2,378 shares; 2024Q4: 2,378 shares; 2025Q1: 2,378 shares; 2025Q2: 2,378 shares 2,378 $295K 0.03% 0 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 3,460 shares; 2023Q4: 2,492 shares; 2024Q1: 2,492 shares; 2024Q2: 3,542 shares; 2024Q3: 3,542 shares; 2024Q4: 3,542 shares; 2025Q1: 3,542 shares; 2025Q2: 7,024 shares 7,024 $295K 0.03% +3,482 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 3,473 shares; 2023Q4: 3,473 shares; 2024Q1: 3,342 shares; 2024Q2: 12,342 shares; 2024Q3: 3,343 shares; 2024Q4: 3,994 shares; 2025Q1: 4,145 shares; 2025Q2: 3,995 shares 3,995 $277K 0.03% -150 Timeline TRI THOMSON REUTERS CORP More: the full row for THOMSON REUTERS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 3,166 shares; 2023Q4: 3,485 shares; 2024Q1: 3,485 shares; 2024Q2: 2,666 shares; 2024Q3: 2,433 shares; 2024Q4: 2,011 shares; 2025Q1: 2,011 shares; 2025Q2: 1,369 shares 1,369 $275K 0.03% -642 Timeline CORP PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 735 shares; 2023Q4: 735 shares; 2024Q1: 819 shares; 2024Q2: 819 shares; 2024Q3: 819 shares; 2024Q4: 2,900 shares; 2025Q1: 2,729 shares; 2025Q2: 2,729 shares 2,729 $265K 0.03% 0 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 881 shares; 2023Q4: 728 shares; 2024Q1: 732 shares; 2024Q2: 813 shares; 2024Q3: 634 shares; 2024Q4: 627 shares; 2025Q1: 627 shares; 2025Q2: 794 shares 794 $252K 0.02% +167 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; 2023Q3: 134 shares; 2023Q4: 134 shares; 2024Q1: 134 shares; 2024Q2: 265 shares; 2024Q3: 265 shares; 2024Q4: 265 shares; 2025Q1: 446 shares; 2025Q2: 911 shares 911 $237K 0.02% +465 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: 1,519 shares; 2024Q1: 1,519 shares; 2024Q2: 1,519 shares; 2024Q3: 1,519 shares; 2024Q4: 1,519 shares; 2025Q1: 1,569 shares; 2025Q2: 1,569 shares 1,569 $229K 0.02% 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; 2023Q3: 566 shares; 2023Q4: 566 shares; 2024Q1: 576 shares; 2024Q2: 576 shares; 2024Q3: 576 shares; 2024Q4: 576 shares; 2025Q1: 576 shares; 2025Q2: 576 shares 576 $227K 0.02% 0 Timeline AVSE AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 1,964 shares; 2023Q4: 1,964 shares; 2024Q1: 1,985 shares; 2024Q2: 2,253 shares; 2024Q3: 2,801 shares; 2024Q4: 4,041 shares; 2025Q1: 4,002 shares; 2025Q2: 3,783 shares 3,783 $221K 0.02% -219 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 1,200 shares; 2023Q4: 1,200 shares; 2024Q1: 1,200 shares; 2024Q2: 1,200 shares; 2024Q3: 1,200 shares; 2024Q4: 1,200 shares; 2025Q1: 1,200 shares; 2025Q2: 1,200 shares 1,200 $218K 0.02% 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; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 1,812 shares; 2024Q2: 2,047 shares; 2024Q3: 2,270 shares; 2024Q4: 1,976 shares; 2025Q1: 2,560 shares; 2025Q2: 2,959 shares 2,959 $215K 0.02% +399 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; 2023Q3: 8,538 shares; 2023Q4: 8,538 shares; 2024Q1: 8,188 shares; 2024Q2: 7,788 shares; 2024Q3: 7,788 shares; 2024Q4: 7,788 shares; 2025Q1: 6,367 shares; 2025Q2: 6,367 shares 6,367 $210K 0.02% 0 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 782 shares; 2023Q4: 568 shares; 2024Q1: 412 shares; 2024Q2: 412 shares; 2024Q3: 412 shares; 2024Q4: 452 shares; 2025Q1: 452 shares; 2025Q2: 412 shares 412 $209K 0.02% -40 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 920 shares; 2023Q4: 1,429 shares; 2024Q1: 1,429 shares; 2024Q2: 5,422 shares; 2024Q3: 1,422 shares; 2024Q4: 1,422 shares; 2025Q1: 1,344 shares; 2025Q2: 1,344 shares 1,344 $192K 0.02% 0 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 1,136 shares; 2023Q4: 1,136 shares; 2024Q1: 1,136 shares; 2024Q2: 1,336 shares; 2024Q3: 1,336 shares; 2024Q4: 1,216 shares; 2025Q1: 2,046 shares; 2025Q2: 1,776 shares 1,776 $191K 0.02% -270 Timeline ESGE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 4,307 shares; 2023Q4: 4,509 shares; 2024Q1: 4,795 shares; 2024Q2: 4,975 shares; 2024Q3: 4,596 shares; 2024Q4: 4,891 shares; 2025Q1: 4,802 shares; 2025Q2: 4,753 shares 4,753 $186K 0.02% -49 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 10 shares; 2024Q2: 10 shares; 2024Q3: 10 shares; 2024Q4: 510 shares; 2025Q1: 710 shares; 2025Q2: 825 shares 825 $186K 0.02% +115 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 14 shares; 2023Q4: 39 shares; 2024Q1: 43 shares; 2024Q2: 83 shares; 2024Q3: 1,031 shares; 2024Q4: 732 shares; 2025Q1: 739 shares; 2025Q2: 665 shares 665 $183K 0.02% -74 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 2,900 shares; 2023Q4: 2,900 shares; 2024Q1: 2,900 shares; 2024Q2: 2,900 shares; 2024Q3: 2,900 shares; 2024Q4: 2,900 shares; 2025Q1: 2,900 shares; 2025Q2: 2,900 shares 2,900 $182K 0.02% 0 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; 2023Q3: 414 shares; 2023Q4: 458 shares; 2024Q1: 458 shares; 2024Q2: 439 shares; 2024Q3: 426 shares; 2024Q4: 409 shares; 2025Q1: 409 shares; 2025Q2: 409 shares 409 $179K 0.02% 0 Timeline FDS FACTSET RESH SYS INC More: the full row for FACTSET RESH SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 400 shares; 2023Q4: 400 shares; 2024Q1: 400 shares; 2024Q2: 400 shares; 2024Q3: 400 shares; 2024Q4: 400 shares; 2025Q1: 400 shares; 2025Q2: 400 shares 400 $178K 0.02% 0 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 1,500 shares; 2023Q4: 1,400 shares; 2024Q1: 1,400 shares; 2024Q2: 1,414 shares; 2024Q3: 1,400 shares; 2024Q4: 1,414 shares; 2025Q1: 1,414 shares; 2025Q2: 1,414 shares 1,414 $175K 0.02% 0 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 1,700 shares; 2023Q4: 1,700 shares; 2024Q1: 1,905 shares; 2024Q2: 1,905 shares; 2024Q3: 1,905 shares; 2024Q4: 8,154 shares; 2025Q1: 7,614 shares; 2025Q2: 7,614 shares 7,614 $174K 0.02% 0 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 1,555 shares; 2023Q4: 1,482 shares; 2024Q1: 1,342 shares; 2024Q2: 4,742 shares; 2024Q3: 1,342 shares; 2024Q4: 1,237 shares; 2025Q1: 1,143 shares; 2025Q2: 1,143 shares 1,143 $174K 0.02% 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; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 577 shares; 2024Q3: 577 shares; 2024Q4: 577 shares; 2025Q1: 577 shares; 2025Q2: 577 shares 577 $172K 0.02% 0 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 548 shares; 2023Q4: 318 shares; 2024Q1: 318 shares; 2024Q2: 493 shares; 2024Q3: 568 shares; 2024Q4: 569 shares; 2025Q1: 442 shares; 2025Q2: 442 shares 442 $171K 0.02% 0 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 3,165 shares; 2023Q4: 3,165 shares; 2024Q1: 3,165 shares; 2024Q2: 3,165 shares; 2024Q3: 3,190 shares; 2024Q4: 3,601 shares; 2025Q1: 3,131 shares; 2025Q2: 3,131 shares 3,131 $163K 0.02% 0 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; 2023Q3: 522 shares; 2023Q4: 565 shares; 2024Q1: 565 shares; 2024Q2: 565 shares; 2024Q3: 565 shares; 2024Q4: 565 shares; 2025Q1: 565 shares; 2025Q2: 565 shares 565 $158K 0.02% 0 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 3,068 shares; 2023Q4: 3,068 shares; 2024Q1: 3,068 shares; 2024Q2: 3,054 shares; 2024Q3: 3,054 shares; 2024Q4: 3,054 shares; 2025Q1: 3,054 shares; 2025Q2: 3,054 shares 3,054 $158K 0.02% 0 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 573 shares; 2023Q4: 573 shares; 2024Q1: 574 shares; 2024Q2: 570 shares; 2024Q3: 570 shares; 2024Q4: 570 shares; 2025Q1: 531 shares; 2025Q2: 535 shares 535 $157K 0.02% +4 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; 2023Q3: 2,275 shares; 2023Q4: 2,275 shares; 2024Q1: 2,275 shares; 2024Q2: 2,275 shares; 2024Q3: 2,275 shares; 2024Q4: 2,275 shares; 2025Q1: 2,275 shares; 2025Q2: 2,275 shares 2,275 $152K 0.01% 0 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 148 shares; 2023Q4: 148 shares; 2024Q1: 595 shares; 2024Q2: 597 shares; 2024Q3: 580 shares; 2024Q4: 1,360 shares; 2025Q1: 1,511 shares; 2025Q2: 1,525 shares 1,525 $149K 0.01% +14 Timeline SMCI SUPER MICRO COMPUTER INC More: the full row for SUPER MICRO COMPUTER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 3,000 shares; 2025Q1: 3,000 shares; 2025Q2: 3,000 shares 3,000 $147K 0.01% 0 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 1,767 shares; 2023Q4: 1,963 shares; 2024Q1: 1,963 shares; 2024Q2: 1,938 shares; 2024Q3: 1,887 shares; 2024Q4: 1,887 shares; 2025Q1: 1,627 shares; 2025Q2: 1,627 shares 1,627 $145K 0.01% 0 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 1,048 shares; 2023Q4: 1,049 shares; 2024Q1: 1,050 shares; 2024Q2: 5,255 shares; 2024Q3: 1,097 shares; 2024Q4: 1,097 shares; 2025Q1: 895 shares; 2025Q2: 895 shares 895 $142K 0.01% 0 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 516 shares; 2023Q4: 440 shares; 2024Q1: 440 shares; 2024Q2: 440 shares; 2024Q3: 440 shares; 2024Q4: 440 shares; 2025Q1: 440 shares; 2025Q2: 440 shares 440 $140K 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; 2023Q3: 2,830 shares; 2023Q4: 2,830 shares; 2024Q1: 2,830 shares; 2024Q2: 2,830 shares; 2024Q3: 2,830 shares; 2024Q4: 2,830 shares; 2025Q1: 2,830 shares; 2025Q2: 2,830 shares 2,830 $136K 0.01% 0 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 1,090 shares; 2024Q3: 1,090 shares; 2024Q4: 1,090 shares; 2025Q1: 1,090 shares; 2025Q2: 1,090 shares 1,090 $134K 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; 2023Q3: 482 shares; 2023Q4: 482 shares; 2024Q1: 482 shares; 2024Q2: 482 shares; 2024Q3: 482 shares; 2024Q4: 482 shares; 2025Q1: 482 shares; 2025Q2: 482 shares 482 $128K 0.01% 0 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 168 shares; 2023Q4: 118 shares; 2024Q1: 137 shares; 2024Q2: 137 shares; 2024Q3: 137 shares; 2024Q4: 137 shares; 2025Q1: 140 shares; 2025Q2: 172 shares 172 $126K 0.01% +32 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; 2023Q3: 1,075 shares; 2023Q4: 1,075 shares; 2024Q1: 969 shares; 2024Q2: 778 shares; 2024Q3: 778 shares; 2024Q4: 778 shares; 2025Q1: 778 shares; 2025Q2: 446 shares 446 $126K 0.01% -332 Timeline CRBN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 581 shares; 2023Q4: 581 shares; 2024Q1: 581 shares; 2024Q2: 581 shares; 2024Q3: 581 shares; 2024Q4: 581 shares; 2025Q1: 581 shares; 2025Q2: 581 shares 581 $123K 0.01% 0 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 700 shares; 2023Q4: 450 shares; 2024Q1: 450 shares; 2024Q2: 300 shares; 2024Q3: 300 shares; 2024Q4: 600 shares; 2025Q1: 600 shares; 2025Q2: 600 shares 600 $122K 0.01% 0 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; 2023Q3: 2,673 shares; 2023Q4: 2,673 shares; 2024Q1: 2,673 shares; 2024Q2: 2,700 shares; 2024Q3: 2,700 shares; 2024Q4: 2,944 shares; 2025Q1: 2,944 shares; 2025Q2: 2,902 shares 2,902 $122K 0.01% -42 Timeline DSI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 1,034 shares; 2023Q4: 1,034 shares; 2024Q1: 1,034 shares; 2024Q2: 1,034 shares; 2024Q3: 1,034 shares; 2024Q4: 1,034 shares; 2025Q1: 1,034 shares; 2025Q2: 1,034 shares 1,034 $120K 0.01% 0 Timeline GDDY GODADDY INC More: the full row for GODADDY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 626 shares 626 $112K 0.01% new Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 1,200 shares; 2023Q4: 1,200 shares; 2024Q1: 1,200 shares; 2024Q2: 11,200 shares; 2024Q3: 3,000 shares; 2024Q4: 1,347 shares; 2025Q1: 1,347 shares; 2025Q2: 1,200 shares 1,200 $110K 0.01% -147 Timeline TTC TORO CO More: the full row for TORO CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 1,185 shares; 2023Q4: 1,345 shares; 2024Q1: 1,346 shares; 2024Q2: 1,348 shares; 2024Q3: 1,349 shares; 2024Q4: 1,547 shares; 2025Q1: 1,549 shares; 2025Q2: 1,550 shares 1,550 $109K 0.01% +1 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 332 shares; 2023Q4: 332 shares; 2024Q1: 332 shares; 2024Q2: 532 shares; 2024Q3: 532 shares; 2024Q4: 532 shares; 2025Q1: 532 shares; 2025Q2: 532 shares 532 $107K 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; 2023Q3: 1,803 shares; 2023Q4: 1,803 shares; 2024Q1: 1,783 shares; 2024Q2: 1,783 shares; 2024Q3: 2,133 shares; 2024Q4: 2,133 shares; 2025Q1: 2,133 shares; 2025Q2: 2,133 shares 2,133 $104K 0.01% 0 Timeline CNP CENTERPOINT ENERGY INC More: the full row for CENTERPOINT ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 2,700 shares; 2023Q4: 2,700 shares; 2024Q1: 2,700 shares; 2024Q2: 2,700 shares; 2024Q3: 2,700 shares; 2024Q4: 2,700 shares; 2025Q1: 2,700 shares; 2025Q2: 2,700 shares 2,700 $99K 0.01% 0 Timeline FENI FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: 2,767 shares; 2024Q1: 2,769 shares; 2024Q2: 2,772 shares; 2024Q3: 2,773 shares; 2024Q4: 2,774 shares; 2025Q1: 2,776 shares; 2025Q2: 2,779 shares 2,779 $92K 0.01% +3 Timeline WWD WOODWARD INC More: the full row for WOODWARD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 388 shares; 2023Q4: 388 shares; 2024Q1: 388 shares; 2024Q2: 388 shares; 2024Q3: 388 shares; 2024Q4: 364 shares; 2025Q1: 364 shares; 2025Q2: 364 shares 364 $89K 0.01% 0 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 2,679 shares; 2023Q4: 4,561 shares; 2024Q1: 4,540 shares; 2024Q2: 4,540 shares; 2024Q3: 3,316 shares; 2024Q4: 1,598 shares; 2025Q1: 1,419 shares; 2025Q2: 1,065 shares 1,065 $88K 0.01% -354 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; 2023Q3: 2,535 shares; 2023Q4: 1,838 shares; 2024Q1: 1,662 shares; 2024Q2: 2,072 shares; 2024Q3: 2,120 shares; 2024Q4: 2,120 shares; 2025Q1: 2,120 shares; 2025Q2: 2,184 shares 2,184 $88K 0.01% +64 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 300 shares; 2023Q4: 300 shares; 2024Q1: 300 shares; 2024Q2: 300 shares; 2024Q3: 300 shares; 2024Q4: 300 shares; 2025Q1: 300 shares; 2025Q2: 281 shares 281 $85K 0.01% -19 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 2,515 shares; 2023Q4: 1,715 shares; 2024Q1: 1,715 shares; 2024Q2: 1,715 shares; 2024Q3: 1,715 shares; 2024Q4: 1,715 shares; 2025Q1: 1,715 shares; 2025Q2: 1,715 shares 1,715 $84K 0.01% 0 Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 703 shares; 2023Q4: 707 shares; 2024Q1: 700 shares; 2024Q2: 700 shares; 2024Q3: 700 shares; 2024Q4: 1,193 shares; 2025Q1: 1,193 shares; 2025Q2: 1,193 shares 1,193 $83K 0.01% 0 Timeline IVLU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 2,471 shares; 2023Q4: 2,471 shares; 2024Q1: 2,471 shares; 2024Q2: 2,471 shares; 2024Q3: 2,471 shares; 2024Q4: 2,471 shares; 2025Q1: 2,471 shares; 2025Q2: 2,471 shares 2,471 $81K 0.01% 0 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 1,000 shares; 2023Q4: 1,000 shares; 2024Q1: 1,000 shares; 2024Q2: 1,000 shares; 2024Q3: 1,000 shares; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares 1,000 $81K 0.01% 0 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; 2023Q3: 1,210 shares; 2023Q4: 1,060 shares; 2024Q1: 1,060 shares; 2024Q2: 1,060 shares; 2024Q3: 1,060 shares; 2024Q4: 1,176 shares; 2025Q1: 1,003 shares; 2025Q2: 1,003 shares 1,003 $80K 0.01% 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; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 225 shares; 2024Q3: 225 shares; 2024Q4: 225 shares; 2025Q1: 135 shares; 2025Q2: 135 shares 135 $76K 0.01% 0 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 1,600 shares; 2023Q4: 1,600 shares; 2024Q1: 1,384 shares; 2024Q2: 11,384 shares; 2024Q3: 1,792 shares; 2024Q4: 1,342 shares; 2025Q1: 1,742 shares; 2025Q2: 1,742 shares 1,742 $75K 0.01% 0 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 113 shares; 2024Q3: 113 shares; 2024Q4: 113 shares; 2025Q1: 113 shares; 2025Q2: 118 shares 118 $73K 0.01% +5 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 305 shares; 2023Q4: 200 shares; 2024Q1: 200 shares; 2024Q2: 4,200 shares; 2024Q3: 200 shares; 2024Q4: 200 shares; 2025Q1: 250 shares; 2025Q2: 250 shares 250 $73K 0.01% 0 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 291 shares; 2023Q4: 291 shares; 2024Q1: 291 shares; 2024Q2: 291 shares; 2024Q3: 291 shares; 2024Q4: 455 shares; 2025Q1: 457 shares; 2025Q2: 534 shares 534 $72K 0.01% +77 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; 2023Q3: 229 shares; 2023Q4: 229 shares; 2024Q1: 229 shares; 2024Q2: 229 shares; 2024Q3: 229 shares; 2024Q4: 229 shares; 2025Q1: 229 shares; 2025Q2: 229 shares 229 $70K 0.01% 0 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 295 shares; 2023Q4: 295 shares; 2024Q1: 1,475 shares; 2024Q2: 1,475 shares; 2024Q3: 1,475 shares; 2024Q4: 1,405 shares; 2025Q1: 1,130 shares; 2025Q2: 1,130 shares 1,130 $70K 0.01% 0 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; 2023Q3: 1,669 shares; 2023Q4: 1,648 shares; 2024Q1: 2,494 shares; 2024Q2: 2,369 shares; 2024Q3: 2,257 shares; 2024Q4: 1,586 shares; 2025Q1: 1,498 shares; 2025Q2: 1,582 shares 1,582 $67K 0.01% +84 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 615 shares; 2023Q4: 500 shares; 2024Q1: 500 shares; 2024Q2: 500 shares; 2024Q3: 500 shares; 2024Q4: 745 shares; 2025Q1: 500 shares; 2025Q2: 500 shares 500 $66K 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; 2023Q3: 1,550 shares; 2023Q4: 1,550 shares; 2024Q1: 1,549 shares; 2024Q2: 1,548 shares; 2024Q3: 1,504 shares; 2024Q4: 1,504 shares; 2025Q1: 1,527 shares; 2025Q2: 1,475 shares 1,475 $66K 0.01% -52 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 180 shares; 2023Q4: 180 shares; 2024Q1: 180 shares; 2024Q2: 120 shares; 2024Q3: 120 shares; 2024Q4: 120 shares; 2025Q1: 120 shares; 2025Q2: 120 shares 120 $65K 0.01% 0 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 406 shares; 2023Q4: 406 shares; 2024Q1: 406 shares; 2024Q2: 823 shares; 2024Q3: 807 shares; 2024Q4: 808 shares; 2025Q1: 908 shares; 2025Q2: 909 shares 909 $64K 0.01% +1 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 375 shares; 2024Q3: 375 shares; 2024Q4: 375 shares; 2025Q1: 375 shares; 2025Q2: 375 shares 375 $64K 0.01% 0 Timeline THG HANOVER INS GROUP INC More: the full row for HANOVER INS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 382 shares; 2023Q4: 382 shares; 2024Q1: 382 shares; 2024Q2: 382 shares; 2024Q3: 382 shares; 2024Q4: 382 shares; 2025Q1: 382 shares; 2025Q2: 382 shares 382 $64K 0.01% 0 Timeline SPMD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 888 shares; 2024Q2: 1,032 shares; 2024Q3: 1,059 shares; 2024Q4: 1,001 shares; 2025Q1: 995 shares; 2025Q2: 1,100 shares 1,100 $59K 0.01% +105 Timeline HPQ HP INC More: the full row for HP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 2,434 shares; 2023Q4: 2,434 shares; 2024Q1: 2,434 shares; 2024Q2: 2,434 shares; 2024Q3: 2,434 shares; 2024Q4: 2,434 shares; 2025Q1: 2,434 shares; 2025Q2: 2,434 shares 2,434 $59K 0.01% 0 Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 699 shares; 2023Q4: 728 shares; 2024Q1: 513 shares; 2024Q2: 584 shares; 2024Q3: 601 shares; 2024Q4: 640 shares; 2025Q1: 520 shares; 2025Q2: 584 shares 584 $54K 0.01% +64 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 262 shares; 2023Q4: 262 shares; 2024Q1: 262 shares; 2024Q2: 262 shares; 2024Q3: 262 shares; 2024Q4: 262 shares; 2025Q1: 262 shares; 2025Q2: 262 shares 262 $51K <0.01% 0 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 603 shares; 2023Q4: 603 shares; 2024Q1: 603 shares; 2024Q2: 603 shares; 2024Q3: 603 shares; 2024Q4: 603 shares; 2025Q1: 603 shares; 2025Q2: 603 shares 603 $50K <0.01% 0 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 448 shares; 2023Q4: 448 shares; 2024Q1: 448 shares; 2024Q2: 448 shares; 2024Q3: 448 shares; 2024Q4: 448 shares; 2025Q1: 448 shares; 2025Q2: 448 shares 448 $48K <0.01% 0 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 444 shares; 2023Q4: 444 shares; 2024Q1: 444 shares; 2024Q2: 444 shares; 2024Q3: 444 shares; 2024Q4: 444 shares; 2025Q1: 444 shares; 2025Q2: 444 shares 444 $48K <0.01% 0 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 103 shares; 2023Q4: 103 shares; 2024Q1: 103 shares; 2024Q2: 103 shares; 2024Q3: 103 shares; 2024Q4: 103 shares; 2025Q1: 103 shares; 2025Q2: 103 shares 103 $47K <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; 2023Q3: 2,531 shares; 2023Q4: 2,232 shares; 2024Q1: 2,161 shares; 2024Q2: 2,141 shares; 2024Q3: 2,141 shares; 2024Q4: 2,141 shares; 2025Q1: 3,159 shares; 2025Q2: 1,964 shares 1,964 $47K <0.01% -1,195 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 692 shares; 2023Q4: 692 shares; 2024Q1: 692 shares; 2024Q2: 692 shares; 2024Q3: 692 shares; 2024Q4: 692 shares; 2025Q1: 692 shares; 2025Q2: 692 shares 692 $46K <0.01% 0 Timeline CELH CELSIUS HLDGS INC More: the full row for CELSIUS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 1,000 shares; 2024Q3: 1,000 shares; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares 1,000 $46K <0.01% 0 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 125 shares; 2023Q4: 83 shares; 2024Q1: 82 shares; 2024Q2: 82 shares; 2024Q3: 82 shares; 2024Q4: 179 shares; 2025Q1: 163 shares; 2025Q2: 163 shares 163 $45K <0.01% 0 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 250 shares; 2023Q4: 250 shares; 2024Q1: 250 shares; 2024Q2: 250 shares; 2024Q3: 250 shares; 2024Q4: 250 shares; 2025Q1: 250 shares; 2025Q2: 250 shares 250 $45K <0.01% 0 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 383 shares; 2023Q4: 383 shares; 2024Q1: 383 shares; 2024Q2: 383 shares; 2024Q3: 383 shares; 2024Q4: 383 shares; 2025Q1: 383 shares; 2025Q2: 383 shares 383 $45K <0.01% 0 Timeline BBY BEST BUY INC More: the full row for BEST BUY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 225 shares; 2023Q4: 225 shares; 2024Q1: 376 shares; 2024Q2: 411 shares; 2024Q3: 378 shares; 2024Q4: 829 shares; 2025Q1: 675 shares; 2025Q2: 675 shares 675 $45K <0.01% 0 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; 2023Q3: 145 shares; 2023Q4: 145 shares; 2024Q1: 145 shares; 2024Q2: 145 shares; 2024Q3: 145 shares; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 100 shares 100 $44K <0.01% 0 Timeline DKNG DRAFTKINGS INC NEW More: the full row for DRAFTKINGS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 1,001 shares; 2023Q4: 1,001 shares; 2024Q1: 1,001 shares; 2024Q2: 1,001 shares; 2024Q3: 1,000 shares; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares 1,000 $42K <0.01% 0 Timeline SPYX SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 798 shares; 2023Q4: 798 shares; 2024Q1: 798 shares; 2024Q2: 798 shares; 2024Q3: 798 shares; 2024Q4: 798 shares; 2025Q1: 798 shares; 2025Q2: 798 shares 798 $40K <0.01% 0 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 143 shares; 2023Q4: 143 shares; 2024Q1: 144 shares; 2024Q2: 141 shares; 2024Q3: 409 shares; 2024Q4: 410 shares; 2025Q1: 412 shares; 2025Q2: 414 shares 414 $40K <0.01% +2 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 505 shares; 2023Q4: 506 shares; 2024Q1: 506 shares; 2024Q2: 507 shares; 2024Q3: 507 shares; 2024Q4: 508 shares; 2025Q1: 508 shares; 2025Q2: 508 shares 508 $39K <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; 2023Q3: not reported; 2023Q4: 499 shares; 2024Q1: 499 shares; 2024Q2: 499 shares; 2024Q3: 499 shares; 2024Q4: 499 shares; 2025Q1: 499 shares; 2025Q2: 499 shares 499 $39K <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; 2023Q3: 1,268 shares; 2023Q4: 1,273 shares; 2024Q1: 1,279 shares; 2024Q2: 1,295 shares; 2024Q3: 800 shares; 2024Q4: 800 shares; 2025Q1: 800 shares; 2025Q2: 800 shares 800 $37K <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; 2023Q3: 40 shares; 2023Q4: 40 shares; 2024Q1: 40 shares; 2024Q2: 40 shares; 2024Q3: 25 shares; 2024Q4: 26 shares; 2025Q1: 33 shares; 2025Q2: 165 shares 165 $37K <0.01% +132 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 400 shares; 2023Q4: 400 shares; 2024Q1: 400 shares; 2024Q2: 400 shares; 2024Q3: 400 shares; 2024Q4: 760 shares; 2025Q1: 483 shares; 2025Q2: 483 shares 483 $36K <0.01% 0 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 202 shares; 2023Q4: 202 shares; 2024Q1: 202 shares; 2024Q2: 202 shares; 2024Q3: 202 shares; 2024Q4: 202 shares; 2025Q1: 202 shares; 2025Q2: 202 shares 202 $36K <0.01% 0 Timeline HUM HUMANA INC More: the full row for HUMANA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 150 shares; 2024Q3: 150 shares; 2024Q4: 150 shares; 2025Q1: 150 shares; 2025Q2: 150 shares 150 $36K <0.01% 0 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 150 shares; 2025Q1: 150 shares; 2025Q2: 150 shares 150 $34K <0.01% 0 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 792 shares; 2023Q4: 792 shares; 2024Q1: 792 shares; 2024Q2: 772 shares; 2024Q3: 772 shares; 2024Q4: 772 shares; 2025Q1: 378 shares; 2025Q2: 378 shares 378 $34K <0.01% 0 Timeline FULC FULCRUM THERAPEUTICS INC More: the full row for FULCRUM THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 5,000 shares; 2023Q4: 5,000 shares; 2024Q1: 5,000 shares; 2024Q2: 5,000 shares; 2024Q3: 5,000 shares; 2024Q4: 5,000 shares; 2025Q1: 5,000 shares; 2025Q2: 5,000 shares 5,000 $34K <0.01% 0 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; 2023Q3: 304 shares; 2023Q4: 304 shares; 2024Q1: 254 shares; 2024Q2: 254 shares; 2024Q3: 258 shares; 2024Q4: 807 shares; 2025Q1: 815 shares; 2025Q2: 1,282 shares 1,282 $33K <0.01% +467 Timeline HRB BLOCK H & R INC More: the full row for BLOCK H & R INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 608 shares; 2023Q4: 608 shares; 2024Q1: 608 shares; 2024Q2: 608 shares; 2024Q3: 608 shares; 2024Q4: 608 shares; 2025Q1: 608 shares; 2025Q2: 608 shares 608 $33K <0.01% 0 Timeline GWX 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; 2023Q3: 956 shares; 2023Q4: 956 shares; 2024Q1: 956 shares; 2024Q2: 956 shares; 2024Q3: 914 shares; 2024Q4: 914 shares; 2025Q1: 914 shares; 2025Q2: 914 shares 914 $33K <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; 2023Q3: 235 shares; 2023Q4: 235 shares; 2024Q1: 235 shares; 2024Q2: 235 shares; 2024Q3: 243 shares; 2024Q4: 243 shares; 2025Q1: 243 shares; 2025Q2: 243 shares 243 $32K <0.01% 0 Timeline FCN FTI CONSULTING INC More: the full row for FTI CONSULTING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 100 shares; 2023Q4: 100 shares; 2024Q1: 100 shares; 2024Q2: 100 shares; 2024Q3: 200 shares; 2024Q4: 200 shares; 2025Q1: 200 shares; 2025Q2: 200 shares 200 $32K <0.01% 0 Timeline FIBK FIRST INTST BANCSYSTEM INC More: the full row for FIRST INTST BANCSYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 1,100 shares; 2023Q4: 1,100 shares; 2024Q1: 1,100 shares; 2024Q2: 1,100 shares; 2024Q3: 1,100 shares; 2024Q4: 1,100 shares; 2025Q1: 1,100 shares; 2025Q2: 1,100 shares 1,100 $31K <0.01% 0 Timeline AX AXOS FINANCIAL INC More: the full row for AXOS FINANCIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 400 shares; 2023Q4: 400 shares; 2024Q1: 400 shares; 2024Q2: 400 shares; 2024Q3: 400 shares; 2024Q4: 400 shares; 2025Q1: 400 shares; 2025Q2: 400 shares 400 $30K <0.01% 0 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 1,107 shares; 2023Q4: 1,107 shares; 2024Q1: 1,107 shares; 2024Q2: 1,087 shares; 2024Q3: 1,087 shares; 2024Q4: 1,087 shares; 2025Q1: 384 shares; 2025Q2: 392 shares 392 $28K <0.01% +8 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 376 shares; 2023Q4: 376 shares; 2024Q1: 376 shares; 2024Q2: 376 shares; 2024Q3: 376 shares; 2024Q4: 376 shares; 2025Q1: 376 shares; 2025Q2: 376 shares 376 $28K <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; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 75 shares; 2024Q3: 75 shares; 2024Q4: 75 shares; 2025Q1: 75 shares; 2025Q2: 75 shares 75 $26K <0.01% 0 Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 100 shares; 2023Q4: 100 shares; 2024Q1: 100 shares; 2024Q2: 199 shares; 2024Q3: 100 shares; 2024Q4: 500 shares; 2025Q1: 500 shares; 2025Q2: 500 shares 500 $26K <0.01% 0 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; 2023Q3: 204 shares; 2023Q4: 239 shares; 2024Q1: 252 shares; 2024Q2: 259 shares; 2024Q3: 254 shares; 2024Q4: 167 shares; 2025Q1: 176 shares; 2025Q2: 191 shares 191 $25K <0.01% +15 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 193 shares; 2023Q4: 84 shares; 2024Q1: 84 shares; 2024Q2: 79 shares; 2024Q3: 79 shares; 2024Q4: 79 shares; 2025Q1: 79 shares; 2025Q2: 79 shares 79 $25K <0.01% 0 Timeline STPZ PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 728 shares; 2023Q4: 477 shares; 2024Q1: 477 shares; 2024Q2: 477 shares; 2024Q3: 477 shares; 2024Q4: 477 shares; 2025Q1: 477 shares; 2025Q2: 477 shares 477 $25K <0.01% 0 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; 2023Q3: 162 shares; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 200 shares; 2024Q4: 200 shares; 2025Q1: 200 shares; 2025Q2: 200 shares 200 $24K <0.01% 0 Timeline ROCK GIBRALTAR INDS INC More: the full row for GIBRALTAR INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 816 shares; 2023Q4: 408 shares; 2024Q1: 408 shares; 2024Q2: 408 shares; 2024Q3: 408 shares; 2024Q4: 408 shares; 2025Q1: 408 shares; 2025Q2: 408 shares 408 $24K <0.01% 0 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 500 shares; 2023Q4: 500 shares; 2024Q1: 501 shares; 2024Q2: 501 shares; 2024Q3: 501 shares; 2024Q4: 502 shares; 2025Q1: 502 shares; 2025Q2: 502 shares 502 $23K <0.01% 0 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 264 shares; 2023Q4: 264 shares; 2024Q1: 264 shares; 2024Q2: 264 shares; 2024Q3: 264 shares; 2024Q4: 264 shares; 2025Q1: 264 shares; 2025Q2: 264 shares 264 $23K <0.01% 0 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 200 shares; 2023Q4: 200 shares; 2024Q1: 200 shares; 2024Q2: 200 shares; 2024Q3: 200 shares; 2024Q4: 200 shares; 2025Q1: 200 shares; 2025Q2: 200 shares 200 $23K <0.01% 0 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 294 shares; 2023Q4: 294 shares; 2024Q1: 294 shares; 2024Q2: 294 shares; 2024Q3: 294 shares; 2024Q4: 294 shares; 2025Q1: 294 shares; 2025Q2: 294 shares 294 $23K <0.01% 0 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; 2023Q3: 317 shares; 2023Q4: 317 shares; 2024Q1: 317 shares; 2024Q2: 302 shares; 2024Q3: 302 shares; 2024Q4: 302 shares; 2025Q1: 109 shares; 2025Q2: 109 shares 109 $23K <0.01% 0 Timeline GNW GENWORTH FINL INC More: the full row for GENWORTH FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 3,000 shares; 2023Q4: 3,000 shares; 2024Q1: 3,000 shares; 2024Q2: 3,000 shares; 2024Q3: 3,000 shares; 2024Q4: 3,000 shares; 2025Q1: 3,000 shares; 2025Q2: 3,000 shares 3,000 $23K <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; 2023Q3: 48 shares; 2023Q4: 48 shares; 2024Q1: 48 shares; 2024Q2: 48 shares; 2024Q3: 48 shares; 2024Q4: 48 shares; 2025Q1: 48 shares; 2025Q2: 48 shares 48 $22K <0.01% 0 Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 754 shares; 2023Q4: 733 shares; 2024Q1: 689 shares; 2024Q2: 689 shares; 2024Q3: 546 shares; 2024Q4: 540 shares; 2025Q1: 516 shares; 2025Q2: 516 shares 516 $22K <0.01% 0 Timeline STIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 386 shares; 2023Q4: 430 shares; 2024Q1: 198 shares; 2024Q2: 230 shares; 2024Q3: 244 shares; 2024Q4: 253 shares; 2025Q1: 202 shares; 2025Q2: 220 shares 220 $22K <0.01% +18 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 497 shares; 2023Q4: 310 shares; 2024Q1: 310 shares; 2024Q2: 310 shares; 2024Q3: 310 shares; 2024Q4: 310 shares; 2025Q1: 310 shares; 2025Q2: 310 shares 310 $21K <0.01% 0 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 41 shares; 2023Q4: 41 shares; 2024Q1: 41 shares; 2024Q2: 41 shares; 2024Q3: 41 shares; 2024Q4: 41 shares; 2025Q1: 41 shares; 2025Q2: 41 shares 41 $21K <0.01% 0 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; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 500 shares; 2024Q4: 500 shares; 2025Q1: 200 shares; 2025Q2: 200 shares 200 $21K <0.01% 0 Timeline FLUT FLUTTER ENTMT PLC More: the full row for FLUTTER ENTMT PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 75 shares; 2024Q2: 75 shares; 2024Q3: 75 shares; 2024Q4: 75 shares; 2025Q1: 75 shares; 2025Q2: 75 shares 75 $21K <0.01% 0 Timeline XT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 322 shares; 2023Q4: 322 shares; 2024Q1: 322 shares; 2024Q2: 322 shares; 2024Q3: 322 shares; 2024Q4: 322 shares; 2025Q1: 322 shares; 2025Q2: 322 shares 322 $21K <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; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 10 shares; 2025Q1: 23 shares; 2025Q2: 20 shares 20 $20K <0.01% -3 Timeline ONEQ FIDELITY COMWLTH TR More: the full row for FIDELITY COMWLTH TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 255 shares 255 $20K <0.01% new 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; 2023Q3: 8,849 shares; 2023Q4: 8,511 shares; 2024Q1: 8,552 shares; 2024Q2: 677 shares; 2024Q3: 639 shares; 2024Q4: 278 shares; 2025Q1: 278 shares; 2025Q2: 278 shares 278 $20K <0.01% 0 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 47 shares 47 $20K <0.01% new Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 279 shares; 2024Q2: 318 shares; 2024Q3: 341 shares; 2024Q4: 349 shares; 2025Q1: 372 shares; 2025Q2: 402 shares 402 $20K <0.01% +30 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 295 shares; 2023Q4: 102 shares; 2024Q1: 108 shares; 2024Q2: 108 shares; 2024Q3: 108 shares; 2024Q4: 106 shares; 2025Q1: 106 shares; 2025Q2: 106 shares 106 $19K <0.01% 0 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 626 shares; 2023Q4: 216 shares; 2024Q1: 216 shares; 2024Q2: 216 shares; 2024Q3: 216 shares; 2024Q4: 216 shares; 2025Q1: 216 shares; 2025Q2: 216 shares 216 $19K <0.01% 0 Timeline UPST UPSTART HLDGS INC More: the full row for UPSTART HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 300 shares; 2024Q4: 300 shares; 2025Q1: 300 shares; 2025Q2: 300 shares 300 $19K <0.01% 0 Timeline RIO RIO TINTO PLC More: the full row for RIO TINTO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 338 shares; 2025Q2: 338 shares 338 $19K <0.01% 0 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 63 shares; 2023Q4: 63 shares; 2024Q1: 63 shares; 2024Q2: 63 shares; 2024Q3: 63 shares; 2024Q4: 63 shares; 2025Q1: 63 shares; 2025Q2: 63 shares 63 $18K <0.01% 0 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 600 shares; 2024Q3: 890 shares; 2024Q4: 790 shares; 2025Q1: 1,398 shares; 2025Q2: 790 shares 790 $17K <0.01% -608 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; 2023Q3: 1,667 shares; 2023Q4: 265 shares; 2024Q1: 265 shares; 2024Q2: 265 shares; 2024Q3: 265 shares; 2024Q4: 265 shares; 2025Q1: 254 shares; 2025Q2: 254 shares 254 $17K <0.01% 0 Timeline EFAV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 205 shares; 2023Q4: 205 shares; 2024Q1: 205 shares; 2024Q2: 205 shares; 2024Q3: 205 shares; 2024Q4: 205 shares; 2025Q1: 205 shares; 2025Q2: 205 shares 205 $17K <0.01% 0 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 125 shares; 2023Q4: 125 shares; 2024Q1: 125 shares; 2024Q2: 125 shares; 2024Q3: 125 shares; 2024Q4: 225 shares; 2025Q1: 125 shares; 2025Q2: 125 shares 125 $17K <0.01% 0 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 227 shares; 2023Q4: 227 shares; 2024Q1: 227 shares; 2024Q2: 227 shares; 2024Q3: 227 shares; 2024Q4: 227 shares; 2025Q1: 227 shares; 2025Q2: 227 shares 227 $16K <0.01% 0 Timeline MCS MARCUS CORP DEL More: the full row for MARCUS CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares 1,000 $16K <0.01% 0 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 7 shares; 2024Q3: 7 shares; 2024Q4: 10 shares; 2025Q1: 10 shares; 2025Q2: 30 shares 30 $15K <0.01% +20 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; 2023Q3: 150 shares; 2023Q4: 150 shares; 2024Q1: 150 shares; 2024Q2: 150 shares; 2024Q3: 150 shares; 2024Q4: 420 shares; 2025Q1: 150 shares; 2025Q2: 150 shares 150 $15K <0.01% 0 Timeline KVUE KENVUE INC More: the full row for KENVUE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 755 shares; 2025Q2: 755 shares 755 $15K <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; 2023Q3: not reported; 2023Q4: 162 shares; 2024Q1: 162 shares; 2024Q2: 162 shares; 2024Q3: 162 shares; 2024Q4: 162 shares; 2025Q1: 162 shares; 2025Q2: 162 shares 162 $14K <0.01% 0 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 203 shares; 2023Q4: 138 shares; 2024Q1: 138 shares; 2024Q2: 3,138 shares; 2024Q3: 138 shares; 2024Q4: 138 shares; 2025Q1: 188 shares; 2025Q2: 188 shares 188 $14K <0.01% 0 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 860 shares; 2023Q4: 862 shares; 2024Q1: 842 shares; 2024Q2: 843 shares; 2024Q3: 1,239 shares; 2024Q4: 245 shares; 2025Q1: 291 shares; 2025Q2: 187 shares 187 $14K <0.01% -104 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 50 shares; 2023Q4: 50 shares; 2024Q1: 50 shares; 2024Q2: 50 shares; 2024Q3: 50 shares; 2024Q4: 50 shares; 2025Q1: 50 shares; 2025Q2: 50 shares 50 $13K <0.01% 0 Timeline BAX BAXTER INTL INC More: the full row for BAXTER INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 516 shares; 2023Q4: 440 shares; 2024Q1: 440 shares; 2024Q2: 440 shares; 2024Q3: 440 shares; 2024Q4: 440 shares; 2025Q1: 440 shares; 2025Q2: 440 shares 440 $13K <0.01% 0 Timeline IPGP IPG PHOTONICS CORP More: the full row for IPG PHOTONICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 190 shares; 2023Q4: 190 shares; 2024Q1: 190 shares; 2024Q2: 190 shares; 2024Q3: 190 shares; 2024Q4: 190 shares; 2025Q1: 190 shares; 2025Q2: 190 shares 190 $13K <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; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 100 shares; 2024Q3: 100 shares; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 100 shares 100 $12K <0.01% 0 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 129 shares; 2023Q4: 129 shares; 2024Q1: 139 shares; 2024Q2: 139 shares; 2024Q3: 139 shares; 2024Q4: 139 shares; 2025Q1: 95 shares; 2025Q2: 95 shares 95 $12K <0.01% 0 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 85 shares; 2023Q4: 85 shares; 2024Q1: 85 shares; 2024Q2: 85 shares; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 85 shares 85 $12K <0.01% new Timeline TWLO TWILIO INC More: the full row for TWILIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 119 shares; 2023Q4: 119 shares; 2024Q1: 119 shares; 2024Q2: 119 shares; 2024Q3: 100 shares; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 100 shares 100 $12K <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; 2023Q3: 113 shares; 2023Q4: 113 shares; 2024Q1: 113 shares; 2024Q2: 113 shares; 2024Q3: 113 shares; 2024Q4: 113 shares; 2025Q1: 113 shares; 2025Q2: 113 shares 113 $12K <0.01% 0 Timeline BLOK AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 221 shares; 2023Q4: 221 shares; 2024Q1: 221 shares; 2024Q2: 221 shares; 2024Q3: 221 shares; 2024Q4: 221 shares; 2025Q1: 221 shares; 2025Q2: 221 shares 221 $12K <0.01% 0 Timeline DNP DNP SELECT INCOME FD INC More: the full row for DNP SELECT INCOME FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 1,309 shares; 2023Q4: 1,309 shares; 2024Q1: 1,309 shares; 2024Q2: 1,309 shares; 2024Q3: 1,309 shares; 2024Q4: 1,309 shares; 2025Q1: 1,309 shares; 2025Q2: 1,309 shares 1,309 $12K <0.01% 0 Timeline DORM DORMAN PRODS INC More: the full row for DORMAN PRODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 100 shares; 2023Q4: 100 shares; 2024Q1: 100 shares; 2024Q2: 100 shares; 2024Q3: 100 shares; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 100 shares 100 $12K <0.01% 0 Timeline SPXC SPX TECHNOLOGIES INC More: the full row for SPX TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 72 shares; 2023Q4: 72 shares; 2024Q1: 72 shares; 2024Q2: 72 shares; 2024Q3: 72 shares; 2024Q4: 72 shares; 2025Q1: 72 shares; 2025Q2: 72 shares 72 $12K <0.01% 0 Timeline WSBC WESBANCO INC More: the full row for WESBANCO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 410 shares; 2023Q4: 410 shares; 2024Q1: 410 shares; 2024Q2: 410 shares; 2024Q3: 410 shares; 2024Q4: 410 shares; 2025Q1: 410 shares; 2025Q2: 410 shares 410 $12K <0.01% 0 Timeline GSIE GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 979 shares; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 306 shares; 2024Q4: 306 shares; 2025Q1: 306 shares; 2025Q2: 306 shares 306 $12K <0.01% 0 Timeline FHN FIRST HORIZON CORPORATION More: the full row for FIRST HORIZON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 1,066 shares; 2023Q4: 799 shares; 2024Q1: 799 shares; 2024Q2: 533 shares; 2024Q3: 533 shares; 2024Q4: 533 shares; 2025Q1: 533 shares; 2025Q2: 533 shares 533 $11K <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; 2023Q3: 200 shares; 2023Q4: 200 shares; 2024Q1: 200 shares; 2024Q2: 200 shares; 2024Q3: 200 shares; 2024Q4: 200 shares; 2025Q1: 200 shares; 2025Q2: 200 shares 200 $11K <0.01% 0 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 129 shares; 2023Q4: 129 shares; 2024Q1: 129 shares; 2024Q2: 57 shares; 2024Q3: 57 shares; 2024Q4: 57 shares; 2025Q1: 57 shares; 2025Q2: 57 shares 57 $11K <0.01% 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; 2023Q3: 34 shares; 2023Q4: 34 shares; 2024Q1: 34 shares; 2024Q2: 35 shares; 2024Q3: 34 shares; 2024Q4: 46 shares; 2025Q1: 46 shares; 2025Q2: 46 shares 46 $11K <0.01% 0 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; 2023Q3: 100 shares; 2023Q4: 100 shares; 2024Q1: 100 shares; 2024Q2: 100 shares; 2024Q3: 100 shares; 2024Q4: 400 shares; 2025Q1: 400 shares; 2025Q2: 400 shares 400 $11K <0.01% 0 Timeline FMS FRESENIUS MEDICAL CARE AG More: the full row for FRESENIUS MEDICAL CARE AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 418 shares; 2023Q4: 418 shares; 2024Q1: 418 shares; 2024Q2: 418 shares; 2024Q3: 418 shares; 2024Q4: 418 shares; 2025Q1: 418 shares; 2025Q2: 418 shares 418 $11K <0.01% 0 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; 2023Q3: 49 shares; 2023Q4: 49 shares; 2024Q1: 49 shares; 2024Q2: 49 shares; 2024Q3: 49 shares; 2024Q4: 49 shares; 2025Q1: 49 shares; 2025Q2: 49 shares 49 $11K <0.01% 0 Timeline OTIS OTIS WORLDWIDE CORP More: the full row for OTIS WORLDWIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 113 shares; 2023Q4: 113 shares; 2024Q1: 113 shares; 2024Q2: 113 shares; 2024Q3: 113 shares; 2024Q4: 113 shares; 2025Q1: 113 shares; 2025Q2: 113 shares 113 $11K <0.01% 0 Timeline ARKX ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 479 shares; 2023Q4: 479 shares; 2024Q1: 479 shares; 2024Q2: 479 shares; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 479 shares 479 $11K <0.01% new Timeline VDE VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 84 shares; 2023Q4: 84 shares; 2024Q1: 84 shares; 2024Q2: 84 shares; 2024Q3: 84 shares; 2024Q4: 84 shares; 2025Q1: 84 shares; 2025Q2: 84 shares 84 $10K <0.01% 0 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 582 shares; 2023Q4: 254 shares; 2024Q1: 254 shares; 2024Q2: 242 shares; 2024Q3: 242 shares; 2024Q4: 242 shares; 2025Q1: 242 shares; 2025Q2: 242 shares 242 $10K <0.01% 0 Timeline HRL HORMEL FOODS CORP More: the full row for HORMEL FOODS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 252 shares; 2023Q4: 253 shares; 2024Q1: 287 shares; 2024Q2: 297 shares; 2024Q3: 297 shares; 2024Q4: 309 shares; 2025Q1: 359 shares; 2025Q2: 361 shares 361 $10K <0.01% +2 Timeline PTEN PATTERSON-UTI ENERGY INC More: the full row for PATTERSON-UTI ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 1,767 shares; 2023Q4: 1,767 shares; 2024Q1: 1,767 shares; 2024Q2: 1,767 shares; 2024Q3: 1,767 shares; 2024Q4: 1,767 shares; 2025Q1: 1,767 shares; 2025Q2: 1,767 shares 1,767 $10K <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; 2023Q3: 1,635 shares; 2023Q4: 960 shares; 2024Q1: 960 shares; 2024Q2: 954 shares; 2024Q3: 454 shares; 2024Q4: 524 shares; 2025Q1: 41 shares; 2025Q2: 41 shares 41 $9K <0.01% 0 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 12 shares; 2023Q4: 12 shares; 2024Q1: 12 shares; 2024Q2: 12 shares; 2024Q3: 12 shares; 2024Q4: 12 shares; 2025Q1: 12 shares; 2025Q2: 12 shares 12 $9K <0.01% 0 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 942 shares; 2023Q4: 943 shares; 2024Q1: 892 shares; 2024Q2: 893 shares; 2024Q3: 874 shares; 2024Q4: 874 shares; 2025Q1: 874 shares; 2025Q2: 874 shares 874 $9K <0.01% 0 Timeline YieldMax MSTR Option Income… YieldMax MSTR Option Income Strat… More: the full row for YieldMax MSTR Option Income Strategy ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 412 shares 412 $9K <0.01% new 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; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 5 shares; 2024Q4: 25 shares; 2025Q1: 40 shares; 2025Q2: 92 shares 92 $8K <0.01% +52 Timeline GBIL GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 79 shares; 2025Q2: 86 shares 86 $8K <0.01% +7 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; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 22 shares 22 $8K <0.01% new Timeline HSBC HSBC HLDGS PLC More: the full row for HSBC HLDGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 146 shares; 2023Q4: 146 shares; 2024Q1: 146 shares; 2024Q2: 146 shares; 2024Q3: 146 shares; 2024Q4: 146 shares; 2025Q1: 135 shares; 2025Q2: 135 shares 135 $8K <0.01% 0 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 64 shares; 2023Q4: 64 shares; 2024Q1: 64 shares; 2024Q2: 64 shares; 2024Q3: 55 shares; 2024Q4: 58 shares; 2025Q1: 58 shares; 2025Q2: 58 shares 58 $7K <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; 2023Q3: 46 shares; 2023Q4: 46 shares; 2024Q1: 46 shares; 2024Q2: 46 shares; 2024Q3: 46 shares; 2024Q4: 46 shares; 2025Q1: 46 shares; 2025Q2: 46 shares 46 $7K <0.01% 0 Timeline ANF ABERCROMBIE & FITCH CO More: the full row for ABERCROMBIE & FITCH CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 52 shares; 2023Q4: 30 shares; 2024Q1: 145 shares; 2024Q2: 52 shares; 2024Q3: 53 shares; 2024Q4: 53 shares; 2025Q1: 213 shares; 2025Q2: 88 shares 88 $7K <0.01% -125 Timeline DFAI DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 206 shares; 2024Q3: 206 shares; 2024Q4: 206 shares; 2025Q1: 206 shares; 2025Q2: 206 shares 206 $7K <0.01% 0 Timeline EGY VAALCO ENERGY INC More: the full row for VAALCO ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 2,000 shares; 2023Q4: 2,000 shares; 2024Q1: 2,000 shares; 2024Q2: 2,000 shares; 2024Q3: 2,000 shares; 2024Q4: 2,000 shares; 2025Q1: 2,000 shares; 2025Q2: 2,000 shares 2,000 $7K <0.01% 0 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 8 shares; 2024Q2: 8 shares; 2024Q3: 8 shares; 2024Q4: 8 shares; 2025Q1: 8 shares; 2025Q2: 8 shares 8 $6K <0.01% 0 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 36 shares; 2023Q4: 36 shares; 2024Q1: 36 shares; 2024Q2: 36 shares; 2024Q3: 36 shares; 2024Q4: 36 shares; 2025Q1: 36 shares; 2025Q2: 36 shares 36 $6K <0.01% 0 Timeline NCLH NORWEGIAN CRUISE LINE HLDGS More: the full row for NORWEGIAN CRUISE LINE HLDGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 300 shares; 2023Q4: 300 shares; 2024Q1: 300 shares; 2024Q2: 300 shares; 2024Q3: 300 shares; 2024Q4: 300 shares; 2025Q1: 300 shares; 2025Q2: 300 shares 300 $6K <0.01% 0 Timeline SOFI SOFI TECHNOLOGIES INC More: the full row for SOFI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 379 shares; 2023Q4: 380 shares; 2024Q1: 380 shares; 2024Q2: 380 shares; 2024Q3: 380 shares; 2024Q4: 380 shares; 2025Q1: 380 shares; 2025Q2: 380 shares 380 $6K <0.01% 0 Timeline APA APA CORPORATION More: the full row for APA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 375 shares; 2023Q4: 375 shares; 2024Q1: 375 shares; 2024Q2: 375 shares; 2024Q3: 375 shares; 2024Q4: 375 shares; 2025Q1: 375 shares; 2025Q2: 375 shares 375 $6K <0.01% 0 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 192 shares; 2023Q4: 192 shares; 2024Q1: 192 shares; 2024Q2: 192 shares; 2024Q3: 692 shares; 2024Q4: 192 shares; 2025Q1: 192 shares; 2025Q2: 150 shares 150 $5K <0.01% -42 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 10 shares; 2024Q2: 10 shares; 2024Q3: 10 shares; 2024Q4: 10 shares; 2025Q1: 10 shares; 2025Q2: 10 shares 10 $5K <0.01% 0 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 2,022 shares; 2023Q4: 2,022 shares; 2024Q1: 2,032 shares; 2024Q2: 2,047 shares; 2024Q3: 1,732 shares; 2024Q4: 1,471 shares; 2025Q1: 1,079 shares; 2025Q2: 76 shares 76 $5K <0.01% -1,003 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 15 shares; 2025Q1: 15 shares; 2025Q2: 15 shares 15 $5K <0.01% 0 Timeline CTRA COTERRA ENERGY INC More: the full row for COTERRA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 200 shares; 2023Q4: 200 shares; 2024Q1: 200 shares; 2024Q2: 200 shares; 2024Q3: 200 shares; 2024Q4: 200 shares; 2025Q1: 200 shares; 2025Q2: 200 shares 200 $5K <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; 2023Q3: 80 shares; 2023Q4: 80 shares; 2024Q1: 80 shares; 2024Q2: 80 shares; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 80 shares 80 $5K <0.01% new Timeline ARKW ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 31 shares; 2023Q4: 31 shares; 2024Q1: 31 shares; 2024Q2: 31 shares; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 31 shares 31 $4K <0.01% new Timeline ARKF ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 93 shares; 2023Q4: 93 shares; 2024Q1: 93 shares; 2024Q2: 93 shares; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 92 shares 92 $4K <0.01% new Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 30 shares; 2023Q4: 30 shares; 2024Q1: 30 shares; 2024Q2: 30 shares; 2024Q3: 31 shares; 2024Q4: 31 shares; 2025Q1: 31 shares; 2025Q2: 31 shares 31 $4K <0.01% 0 Timeline ALE ALLETE INC More: the full row for ALLETE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 72 shares; 2023Q4: 72 shares; 2024Q1: 72 shares; 2024Q2: 72 shares; 2024Q3: 72 shares; 2024Q4: 72 shares; 2025Q1: 72 shares; 2025Q2: 72 shares 72 $4K <0.01% 0 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; 2023Q3: 43 shares; 2023Q4: 43 shares; 2024Q1: 43 shares; 2024Q2: 43 shares; 2024Q3: 43 shares; 2024Q4: 43 shares; 2025Q1: 43 shares; 2025Q2: 43 shares 43 $3K <0.01% 0 Timeline RIVN RIVIAN AUTOMOTIVE INC More: the full row for RIVIAN AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: 10 shares; 2024Q1: 10 shares; 2024Q2: 10 shares; 2024Q3: 10 shares; 2024Q4: 10 shares; 2025Q1: 10 shares; 2025Q2: 230 shares 230 $3K <0.01% +220 Timeline KNF KNIFE RIVER CORP More: the full row for KNIFE RIVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 43 shares; 2023Q4: 43 shares; 2024Q1: 43 shares; 2024Q2: 43 shares; 2024Q3: 43 shares; 2024Q4: 43 shares; 2025Q1: 43 shares; 2025Q2: 43 shares 43 $3K <0.01% 0 Timeline BHP BHP BILLITON LIMITED More: the full row for BHP BILLITON LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 71 shares; 2025Q2: 71 shares 71 $3K <0.01% 0 Timeline IMCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 42 shares; 2023Q4: 42 shares; 2024Q1: 42 shares; 2024Q2: 42 shares; 2024Q3: 42 shares; 2024Q4: 42 shares; 2025Q1: 42 shares; 2025Q2: 42 shares 42 $3K <0.01% 0 Timeline ULTA ULTA BEAUTY INC More: the full row for ULTA BEAUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 18 shares; 2025Q2: 7 shares 7 $3K <0.01% -11 Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 47 shares; 2023Q4: 47 shares; 2024Q1: 47 shares; 2024Q2: 47 shares; 2024Q3: 47 shares; 2024Q4: 47 shares; 2025Q1: 47 shares; 2025Q2: 47 shares 47 $3K <0.01% 0 Timeline EXAS EXACT SCIENCES CORP More: the full row for EXACT SCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 620 shares; 2023Q4: 70 shares; 2024Q1: 70 shares; 2024Q2: 70 shares; 2024Q3: 70 shares; 2024Q4: 70 shares; 2025Q1: 70 shares; 2025Q2: 70 shares 70 $3K <0.01% 0 Timeline GBTC GRAYSCALE BITCOIN TRUST ETF More: the full row for GRAYSCALE BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 7 shares; 2024Q2: 10 shares; 2024Q3: 15 shares; 2024Q4: 22 shares; 2025Q1: 22 shares; 2025Q2: 42 shares 42 $3K <0.01% +20 Timeline MLRG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 36 shares; 2023Q4: 36 shares; 2024Q1: 36 shares; 2024Q2: 36 shares; 2024Q3: 36 shares; 2024Q4: 36 shares; 2025Q1: 36 shares; 2025Q2: 36 shares 36 $3K <0.01% 0 Timeline KD KYNDRYL HLDGS INC More: the full row for KYNDRYL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 81 shares; 2023Q4: 81 shares; 2024Q1: 80 shares; 2024Q2: 80 shares; 2024Q3: 80 shares; 2024Q4: 80 shares; 2025Q1: 80 shares; 2025Q2: 80 shares 80 $3K <0.01% 0 Timeline TKR TIMKEN CO More: the full row for TIMKEN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 44 shares; 2023Q4: 44 shares; 2024Q1: 44 shares; 2024Q2: 44 shares; 2024Q3: 44 shares; 2024Q4: 44 shares; 2025Q1: 44 shares; 2025Q2: 44 shares 44 $3K <0.01% 0 Timeline MLCO MELCO RESORTS AND ENTMNT LTD More: the full row for MELCO RESORTS AND ENTMNT LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 500 shares; 2023Q4: 500 shares; 2024Q1: 500 shares; 2024Q2: 500 shares; 2024Q3: 500 shares; 2024Q4: 500 shares; 2025Q1: 500 shares; 2025Q2: 500 shares 500 $3K <0.01% 0 Timeline GEM GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 210 shares; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 104 shares; 2024Q4: 104 shares; 2025Q1: 104 shares; 2025Q2: 104 shares 104 $3K <0.01% 0 Timeline ARKG ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 126 shares; 2023Q4: 126 shares; 2024Q1: 126 shares; 2024Q2: 126 shares; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 126 shares 126 $3K <0.01% new Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 29 shares; 2023Q4: 29 shares; 2024Q1: 29 shares; 2024Q2: 29 shares; 2024Q3: 29 shares; 2024Q4: 29 shares; 2025Q1: 29 shares; 2025Q2: 29 shares 29 $2K <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; 2023Q3: 945 shares; 2023Q4: 945 shares; 2024Q1: 1,045 shares; 2024Q2: 945 shares; 2024Q3: 45 shares; 2024Q4: 45 shares; 2025Q1: 45 shares; 2025Q2: 45 shares 45 $2K <0.01% 0 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 10 shares; 2024Q2: 10 shares; 2024Q3: 10 shares; 2024Q4: 10 shares; 2025Q1: 10 shares; 2025Q2: 10 shares 10 $2K <0.01% 0 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 4 shares; 2024Q4: 7 shares; 2025Q1: 7 shares; 2025Q2: 9 shares 9 $2K <0.01% +2 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; 2023Q3: 432 shares; 2023Q4: 333 shares; 2024Q1: 7 shares; 2024Q2: not reported; 2024Q3: 15 shares; 2024Q4: 15 shares; 2025Q1: 15 shares; 2025Q2: 15 shares 15 $2K <0.01% 0 Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 93 shares; 2023Q4: 49 shares; 2024Q1: 49 shares; 2024Q2: 47 shares; 2024Q3: 41 shares; 2024Q4: 41 shares; 2025Q1: 41 shares; 2025Q2: 41 shares 41 $2K <0.01% 0 Timeline BWA BORGWARNER INC More: the full row for BORGWARNER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 64 shares; 2023Q4: 64 shares; 2024Q1: 64 shares; 2024Q2: 64 shares; 2024Q3: 64 shares; 2024Q4: 64 shares; 2025Q1: 64 shares; 2025Q2: 64 shares 64 $2K <0.01% 0 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; 2023Q3: 73 shares; 2023Q4: 73 shares; 2024Q1: 73 shares; 2024Q2: 68 shares; 2024Q3: 68 shares; 2024Q4: 68 shares; 2025Q1: 25 shares; 2025Q2: 25 shares 25 $2K <0.01% 0 Timeline DOW DOW HLDGS INC More: the full row for DOW HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 47 shares; 2023Q4: 47 shares; 2024Q1: 47 shares; 2024Q2: 3,047 shares; 2024Q3: 47 shares; 2024Q4: 47 shares; 2025Q1: 94 shares; 2025Q2: 94 shares 94 $2K <0.01% 0 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 35 shares; 2023Q4: 35 shares; 2024Q1: 35 shares; 2024Q2: 35 shares; 2024Q3: 35 shares; 2024Q4: 35 shares; 2025Q1: 35 shares; 2025Q2: 35 shares 35 $2K <0.01% 0 Timeline VTRS VIATRIS INC More: the full row for VIATRIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 400 shares; 2023Q4: 400 shares; 2024Q1: 392 shares; 2024Q2: 392 shares; 2024Q3: 392 shares; 2024Q4: 392 shares; 2025Q1: 392 shares; 2025Q2: 299 shares 299 $2K <0.01% -93 Timeline ECG EVERUS CONSTR GROUP More: the full row for EVERUS CONSTR GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 43 shares; 2025Q1: 43 shares; 2025Q2: 43 shares 43 $2K <0.01% 0 Timeline MDU MDU RES GROUP INC More: the full row for MDU RES GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 175 shares; 2023Q4: 175 shares; 2024Q1: 175 shares; 2024Q2: 175 shares; 2024Q3: 175 shares; 2024Q4: 175 shares; 2025Q1: 175 shares; 2025Q2: 175 shares 175 $2K <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; 2023Q3: 1,553 shares; 2023Q4: 1,253 shares; 2024Q1: 53 shares; 2024Q2: 10,053 shares; 2024Q3: 2,803 shares; 2024Q4: 53 shares; 2025Q1: 53 shares; 2025Q2: 53 shares 53 $1K <0.01% 0 Timeline VAW VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 9 shares; 2023Q4: 9 shares; 2024Q1: 9 shares; 2024Q2: 9 shares; 2024Q3: 9 shares; 2024Q4: 9 shares; 2025Q1: 9 shares; 2025Q2: 9 shares 9 $1K <0.01% 0 Timeline HBAN HUNTINGTON BANCSHARES INC More: the full row for HUNTINGTON BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 72 shares; 2023Q4: 72 shares; 2024Q1: 72 shares; 2024Q2: 72 shares; 2024Q3: 72 shares; 2024Q4: 72 shares; 2025Q1: 72 shares; 2025Q2: 72 shares 72 $1K <0.01% 0 Timeline PARAMOUNT GLOBAL PARAMOUNT GLOBAL More: the full row for PARAMOUNT GLOBAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 137 shares; 2023Q4: 137 shares; 2024Q1: 137 shares; 2024Q2: 137 shares; 2024Q3: 137 shares; 2024Q4: 137 shares; 2025Q1: 137 shares; 2025Q2: 137 shares 137 $1K <0.01% 0 BITO PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 50 shares; 2023Q4: 50 shares; 2024Q1: 50 shares; 2024Q2: 50 shares; 2024Q3: 50 shares; 2024Q4: 50 shares; 2025Q1: 50 shares; 2025Q2: 50 shares 50 $1K <0.01% 0 Timeline ACHR ARCHER AVIATION INC More: the full row for ARCHER AVIATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 100 shares 100 $1K <0.01% 0 Timeline BHF BRIGHTHOUSE FINL INC More: the full row for BRIGHTHOUSE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 23 shares; 2023Q4: 23 shares; 2024Q1: 23 shares; 2024Q2: 23 shares; 2024Q3: 23 shares; 2024Q4: 23 shares; 2025Q1: 23 shares; 2025Q2: 23 shares 23 $1K <0.01% 0 Timeline SPTI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 59 shares; 2023Q4: 59 shares; 2024Q1: 59 shares; 2024Q2: 59 shares; 2024Q3: 59 shares; 2024Q4: 59 shares; 2025Q1: 59 shares; 2025Q2: 59 shares 59 $1K <0.01% 0 Timeline MAGS LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 7 shares; 2025Q1: 11 shares; 2025Q2: 28 shares 28 $1K <0.01% +17 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 7 shares; 2023Q4: 7 shares; 2024Q1: 7 shares; 2024Q2: 7 shares; 2024Q3: 7 shares; 2024Q4: 7 shares; 2025Q1: 7 shares; 2025Q2: 7 shares 7 $0 0% 0 Value filed as zero, left out of ratios. Timeline AVDS AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 10 shares; 2023Q4: 10 shares; 2024Q1: 10 shares; 2024Q2: 10 shares; 2024Q3: 10 shares; 2024Q4: 10 shares; 2025Q1: 10 shares; 2025Q2: 10 shares 10 $0 0% 0 Value filed as zero, left out of ratios. Timeline CRWV COREWEAVE INC More: the full row for COREWEAVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3 shares 3 $0 0% new Value filed as zero, left out of ratios. Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 38 shares; 2023Q4: 15 shares; 2024Q1: 15 shares; 2024Q2: 15 shares; 2024Q3: 15 shares; 2024Q4: 15 shares; 2025Q1: 15 shares; 2025Q2: 15 shares 15 $0 0% 0 Value filed as zero, left out of ratios. Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 28 shares; 2023Q4: 28 shares; 2024Q1: 28 shares; 2024Q2: 0 shares; 2024Q3: 0 shares; 2024Q4: 0 shares; 2025Q1: 0 shares; 2025Q2: 0 shares 0 $0 0% 0 Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios. Timeline GRAB GRAB HOLDINGS LIMITED More: the full row for GRAB HOLDINGS LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 60 shares; 2025Q1: 60 shares; 2025Q2: 60 shares 60 $0 0% 0 Value filed as zero, left out of ratios. Timeline B BARRICK MNG CORP More: the full row for BARRICK MNG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 15 shares 15 $0 0% new Value filed as zero, left out of ratios. Timeline MSTR STRATEGY INC More: the full row for STRATEGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1 shares; 2025Q2: 1 shares 1 $0 0% 0 Value filed as zero, left out of ratios. Timeline GEHC GE HEALTHCARE TECHNOLOGIES I More: the full row for GE HEALTHCARE TECHNOLOGIES I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 5 shares; 2023Q4: 5 shares; 2024Q1: 5 shares; 2024Q2: 5 shares; 2024Q3: 5 shares; 2024Q4: 9 shares; 2025Q1: 9 shares; 2025Q2: 9 shares 9 $0 0% 0 Value filed as zero, left out of ratios. Timeline GMED GLOBUS MED INC More: the full row for GLOBUS MED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 15 shares; 2023Q4: 15 shares; 2024Q1: 15 shares; 2024Q2: 15 shares; 2024Q3: 15 shares; 2024Q4: 15 shares; 2025Q1: 15 shares; 2025Q2: 15 shares 15 $0 0% 0 Value filed as zero, left out of ratios. Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 8 shares; 2023Q4: 8 shares; 2024Q1: 8 shares; 2024Q2: 8 shares; 2024Q3: 8 shares; 2024Q4: 8 shares; 2025Q1: 8 shares; 2025Q2: 8 shares 8 $0 0% 0 Value filed as zero, left out of ratios. Timeline FVRR FIVERR INTL LTD More: the full row for FIVERR INTL LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 25 shares; 2023Q4: 25 shares; 2024Q1: 25 shares; 2024Q2: 25 shares; 2024Q3: 25 shares; 2024Q4: 25 shares; 2025Q1: 25 shares; 2025Q2: 25 shares 25 $0 0% 0 Value filed as zero, left out of ratios. Timeline WDS WOODSIDE ENERGY GROUP LTD More: the full row for WOODSIDE ENERGY GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 25 shares; 2025Q2: 25 shares 25 $0 0% 0 Value filed as zero, left out of ratios. Timeline PCRX PACIRA BIOSCIENCES INC More: the full row for PACIRA BIOSCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 5 shares; 2023Q4: 5 shares; 2024Q1: 5 shares; 2024Q2: 5 shares; 2024Q3: 5 shares; 2024Q4: 5 shares; 2025Q1: 5 shares; 2025Q2: 5 shares 5 $0 0% 0 Value filed as zero, left out of ratios. Timeline OGN ORGANON & CO More: the full row for ORGANON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 13 shares; 2023Q4: 13 shares; 2024Q1: 13 shares; 2024Q2: 13 shares; 2024Q3: 13 shares; 2024Q4: 13 shares; 2025Q1: 13 shares; 2025Q2: 13 shares 13 $0 0% 0 Value filed as zero, left out of ratios. Timeline CC CHEMOURS CO More: the full row for CHEMOURS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 16 shares; 2023Q4: 16 shares; 2024Q1: 16 shares; 2024Q2: 16 shares; 2024Q3: 16 shares; 2024Q4: 16 shares; 2025Q1: 16 shares; 2025Q2: 16 shares 16 $0 0% 0 Value filed as zero, left out of ratios. 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; 2023Q3: 84 shares; 2023Q4: 12 shares; 2024Q1: 12 shares; 2024Q2: 12 shares; 2024Q3: 677 shares; 2024Q4: 12 shares; 2025Q1: 12 shares; 2025Q2: 12 shares 12 $0 0% 0 Value filed as zero, left out of ratios. Timeline DTE DTE ENERGY CO More: the full row for DTE ENERGY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 1 shares; 2023Q4: 1 shares; 2024Q1: 1 shares; 2024Q2: 1 shares; 2024Q3: 1 shares; 2024Q4: 1 shares; 2025Q1: 1 shares; 2025Q2: 1 shares 1 $0 0% 0 Value filed as zero, left out of ratios. Timeline BIDU BAIDU INC More: the full row for BAIDU INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 10 shares; 2024Q2: 10 shares; 2024Q3: 10 shares; 2024Q4: 10 shares; 2025Q1: 10 shares; 2025Q2: 10 shares 10 $0 0% 0 Value filed as zero, left out of ratios. Timeline XYZ BLOCK INC More: the full row for BLOCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 102 shares; 2023Q4: 102 shares; 2024Q1: 102 shares; 2024Q2: 102 shares; 2024Q3: 102 shares; 2024Q4: 102 shares; 2025Q1: 102 shares; 2025Q2: 2 shares 2 $0 0% -100 Value filed as zero, left out of ratios. Timeline UWMC UWM HOLDINGS CORPORATION More: the full row for UWM HOLDINGS CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 10 shares; 2023Q4: 10 shares; 2024Q1: 10 shares; 2024Q2: 10 shares; 2024Q3: 10 shares; 2024Q4: 11 shares; 2025Q1: 11 shares; 2025Q2: 11 shares 11 $0 0% 0 Value filed as zero, left out of ratios. Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1 shares 1 $0 0% new Value filed as zero, left out of ratios. Timeline LUCID GROUP INC LUCID GROUP INC More: the full row for LUCID GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 5 shares; 2023Q4: 5 shares; 2024Q1: 5 shares; 2024Q2: 5 shares; 2024Q3: 5 shares; 2024Q4: 5 shares; 2025Q1: 5 shares; 2025Q2: 5 shares 5 $0 0% 0 Value filed as zero, left out of ratios. BTC GRAYSCALE BITCOIN MINI TR ET More: the full row for GRAYSCALE BITCOIN MINI TR ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 12 shares; 2025Q1: 12 shares; 2025Q2: 14 shares 14 $0 0% +2 Value filed as zero, left out of ratios. 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; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7 shares 7 $0 0% new Value filed as zero, left out of ratios. Timeline SES SES AI CORPORATION More: the full row for SES AI CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 250 shares; 2023Q4: 250 shares; 2024Q1: 250 shares; 2024Q2: 250 shares; 2024Q3: 250 shares; 2024Q4: 250 shares; 2025Q1: 250 shares; 2025Q2: 250 shares 250 $0 0% 0 Value filed as zero, left out of ratios. Timeline TAN INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 0 shares 0 $0 0% new Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios. Timeline PHIN PHINIA INC More: the full row for PHINIA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 12 shares; 2023Q4: 12 shares; 2024Q1: 12 shares; 2024Q2: 12 shares; 2024Q3: 12 shares; 2024Q4: 12 shares; 2025Q1: 12 shares; 2025Q2: 12 shares 12 $0 0% 0 Value filed as zero, left out of ratios. Timeline GSSC GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 57 shares; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 11 shares; 2024Q4: 11 shares; 2025Q1: 11 shares; 2025Q2: 11 shares 11 $0 0% 0 Value filed as zero, left out of ratios. Timeline WALGREENS BOOTS ALLIANCE INC WALGREENS BOOTS ALLIANCE INC More: the full row for WALGREENS BOOTS ALLIANCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 2 shares; 2023Q4: 2 shares; 2024Q1: 2 shares; 2024Q2: 2 shares; 2024Q3: 2 shares; 2024Q4: 2 shares; 2025Q1: 2 shares; 2025Q2: 2 shares 2 $0 0% 0 Value filed as zero, left out of ratios. QBIG 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; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 30 shares; 2025Q2: 30 shares 30 $0 0% 0 Value filed as zero, left out of ratios. Timeline GRID FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1 shares 1 $0 0% new Value filed as zero, left out of ratios. Timeline SGMO SANGAMO THERAPEUTICS INC More: the full row for SANGAMO THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 65 shares; 2025Q1: 65 shares; 2025Q2: 35 shares 35 $0 0% -30 Value filed as zero, left out of ratios. Timeline MTUS METALLUS INC More: the full row for METALLUS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 22 shares; 2023Q4: 22 shares; 2024Q1: 22 shares; 2024Q2: 22 shares; 2024Q3: 22 shares; 2024Q4: 22 shares; 2025Q1: 22 shares; 2025Q2: 22 shares 22 $0 0% 0 Value filed as zero, left out of ratios. Timeline VATE INNOVATE CORP More: the full row for INNOVATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 100 shares; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 100 shares 100 $0 0% 0 Value filed as zero, left out of ratios. Timeline GSEU GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 21 shares; 2024Q4: 21 shares; 2025Q1: 21 shares; 2025Q2: 21 shares 21 $0 0% 0 Value filed as zero, left out of ratios. Timeline MINN TRUST FOR PROFESSIONAL MANAG More: the full row for TRUST FOR PROFESSIONAL MANAG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 40 shares; 2025Q1: 40 shares; 2025Q2: 40 shares 40 $0 0% 0 Value filed as zero, left out of ratios. Timeline SUPER LEAGUE ENTERPRISE INC SUPER LEAGUE ENTERPRISE INC More: the full row for SUPER LEAGUE ENTERPRISE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 37 shares 37 $0 0% new Value filed as zero, left out of ratios. FIDELITY COVINGTON TRUST FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 0 shares 0 $0 0% new Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios. ATXG ADDENTAX GROUP CORP COM PAR $0 More: the full row for ADDENTAX GROUP CORP COM PAR $0 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 60 shares 60 $0 0% new Value filed as zero, left out of ratios. Timeline