ROAM LATTICE STRATEGIES TR More: the full row for LATTICE STRATEGIES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,427 shares; 2024Q4: 1,422 shares; 2025Q1: 1,422 shares; 2025Q2: 1,455 shares; 2025Q3: 1,425 shares; 2025Q4: 4,491 shares; 2026Q1: 2,826 shares; 2026Q2: 3,414 shares 3,414 $122K 0.01% +588 Timeline EDOW FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 660 shares; 2024Q4: 2,660 shares; 2025Q1: 2,766 shares; 2025Q2: 2,766 shares; 2025Q3: 2,766 shares; 2025Q4: 2,766 shares; 2026Q1: 2,766 shares; 2026Q2: 2,766 shares 2,766 $122K 0.01% 0 Timeline PSI INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,049 shares; 2024Q4: 1,049 shares; 2025Q1: 1,049 shares; 2025Q2: 1,049 shares; 2025Q3: 949 shares; 2025Q4: 949 shares; 2026Q1: 849 shares; 2026Q2: 649 shares 649 $122K 0.01% -200 Timeline BEDY BNY MELLON ETF TRUST II More: the full row for BNY MELLON ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,192 shares 4,192 $122K 0.01% new Timeline AAAU GOLDMAN SACHS PHYSICAL GOLD More: the full row for GOLDMAN SACHS PHYSICAL GOLD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,318 shares; 2024Q4: 318 shares; 2025Q1: 1,082 shares; 2025Q2: 2,308 shares; 2025Q3: 2,218 shares; 2025Q4: 5,320 shares; 2026Q1: 5,297 shares; 2026Q2: 3,068 shares 3,068 $121K 0.01% -2,229 Timeline IBDR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,167 shares; 2024Q4: 4,915 shares; 2025Q1: 5,118 shares; 2025Q2: 5,163 shares; 2025Q3: 5,153 shares; 2025Q4: 5,075 shares; 2026Q1: 5,075 shares; 2026Q2: 5,010 shares 5,010 $121K 0.01% -65 Timeline JPEF J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,017 shares; 2025Q1: 1,994 shares; 2025Q2: 1,994 shares; 2025Q3: 1,714 shares; 2025Q4: 1,714 shares; 2026Q1: 1,511 shares; 2026Q2: 1,511 shares 1,511 $121K 0.01% 0 Timeline FTMH PUTNAM ETF TRUST More: the full row for PUTNAM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 10,217 shares 10,217 $121K 0.01% new Timeline FXU FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,072 shares; 2024Q4: 1,072 shares; 2025Q1: 1,410 shares; 2025Q2: 2,778 shares; 2025Q3: 2,459 shares; 2025Q4: 2,459 shares; 2026Q1: 2,314 shares; 2026Q2: 2,454 shares 2,454 $121K 0.01% +140 Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,640 shares; 2024Q4: 2,840 shares; 2025Q1: 2,067 shares; 2025Q2: 2,067 shares; 2025Q3: 2,067 shares; 2025Q4: 2,067 shares; 2026Q1: 12,571 shares; 2026Q2: 2,067 shares 2,067 $120K 0.01% -10,504 Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 188 shares; 2024Q4: 201 shares; 2025Q1: 215 shares; 2025Q2: 166 shares; 2025Q3: 219 shares; 2025Q4: 297 shares; 2026Q1: 246 shares; 2026Q2: 262 shares 262 $120K 0.01% +16 Timeline DBA INVESCO DB MULTI-SECTOR COMM More: the full row for INVESCO DB MULTI-SECTOR COMM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,200 shares; 2026Q2: 4,400 shares 4,400 $117K 0.01% +200 Timeline CGCV CAPITAL GROUP CONSERVATIVE E More: the full row for CAPITAL GROUP CONSERVATIVE E Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,908 shares; 2025Q2: 1,908 shares; 2025Q3: 1,908 shares; 2025Q4: 3,253 shares; 2026Q1: 3,573 shares; 2026Q2: 3,573 shares 3,573 $117K 0.01% 0 Timeline PCAR PACCAR INC More: the full row for PACCAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,235 shares; 2024Q4: 1,261 shares; 2025Q1: 1,177 shares; 2025Q2: 1,132 shares; 2025Q3: 1,116 shares; 2025Q4: 1,116 shares; 2026Q1: 1,072 shares; 2026Q2: 974 shares 974 $117K 0.01% -98 Timeline ROP ROPER TECHNOLOGIES INC More: the full row for ROPER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 352 shares; 2024Q4: 356 shares; 2025Q1: 359 shares; 2025Q2: 330 shares; 2025Q3: 333 shares; 2025Q4: 348 shares; 2026Q1: 530 shares; 2026Q2: 344 shares 344 $116K 0.01% -186 Timeline KRE SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 30 shares; 2025Q1: not reported; 2025Q2: 965 shares; 2025Q3: 3,061 shares; 2025Q4: 895 shares; 2026Q1: 1,544 shares; 2026Q2: 1,550 shares 1,550 $116K 0.01% +6 Timeline PHK PIMCO HIGH INCOME FD More: the full row for PIMCO HIGH INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,000 shares; 2025Q4: 10,000 shares; 2026Q1: 10,000 shares; 2026Q2: 24,861 shares 24,861 $116K 0.01% +14,861 Timeline PGF INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,290 shares; 2024Q4: 1,290 shares; 2025Q1: 11,330 shares; 2025Q2: 11,330 shares; 2025Q3: 11,330 shares; 2025Q4: 12,620 shares; 2026Q1: 8,431 shares; 2026Q2: 8,431 shares 8,431 $116K 0.01% 0 Timeline BANK OF AMER CORP BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 92 shares; 2024Q4: 92 shares; 2025Q1: 98 shares; 2025Q2: 98 shares; 2025Q3: 99 shares; 2025Q4: 99 shares; 2026Q1: 99 shares; 2026Q2: 92 shares 92 $115K 0.01% -7 VVV VALVOLINE INC More: the full row for VALVOLINE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,745 shares; 2024Q4: 2,745 shares; 2025Q1: 2,770 shares; 2025Q2: 2,901 shares; 2025Q3: 2,901 shares; 2025Q4: 2,876 shares; 2026Q1: 2,916 shares; 2026Q2: 2,916 shares 2,916 $115K 0.01% 0 Timeline FDXF FEDEX FGHT HLDG CO INC More: the full row for FEDEX FGHT HLDG CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 762 shares 762 $115K 0.01% new Timeline ORI OLD REP INTL CORP More: the full row for OLD REP INTL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,397 shares; 2024Q4: 1,397 shares; 2025Q1: 1,397 shares; 2025Q2: 2,810 shares; 2025Q3: 2,810 shares; 2025Q4: 2,810 shares; 2026Q1: 2,811 shares; 2026Q2: 2,812 shares 2,812 $115K 0.01% +1 Timeline JXN JACKSON FINANCIAL INC More: the full row for JACKSON FINANCIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,845 shares; 2024Q4: 2,845 shares; 2025Q1: 2,845 shares; 2025Q2: 2,845 shares; 2025Q3: 2,715 shares; 2025Q4: 2,560 shares; 2026Q1: 1,972 shares; 2026Q2: 1,119 shares 1,119 $115K 0.01% -853 Timeline CII BLACKROCK ENHANCED LARGE CAP More: the full row for BLACKROCK ENHANCED LARGE CAP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,333 shares 4,333 $113K 0.01% new Timeline EELV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,564 shares; 2024Q4: 4,564 shares; 2025Q1: 3,641 shares; 2025Q2: 2,793 shares; 2025Q3: 2,793 shares; 2025Q4: 2,724 shares; 2026Q1: 2,629 shares; 2026Q2: 4,070 shares 4,070 $113K 0.01% +1,441 Timeline INCE FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 778 shares; 2024Q4: 778 shares; 2025Q1: 1,417 shares; 2025Q2: 1,089 shares; 2025Q3: 1,089 shares; 2025Q4: 1,089 shares; 2026Q1: 1,089 shares; 2026Q2: 1,695 shares 1,695 $113K 0.01% +606 Timeline XNCMX NUVEEN CALIF AMT FREE MUNI I More: the full row for NUVEEN CALIF AMT FREE MUNI I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 9,000 shares; 2025Q1: 9,000 shares; 2025Q2: 9,000 shares; 2025Q3: 9,000 shares; 2025Q4: 9,000 shares; 2026Q1: 9,000 shares; 2026Q2: 9,000 shares 9,000 $113K 0.01% 0 Timeline MPLX MPLX LP More: the full row for MPLX LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,218 shares; 2025Q2: 2,000 shares; 2025Q3: 2,000 shares; 2025Q4: 2,000 shares; 2026Q1: 2,000 shares; 2026Q2: 2,000 shares 2,000 $113K 0.01% 0 Timeline EDIV SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,395 shares; 2024Q4: 2,451 shares; 2025Q1: 2,451 shares; 2025Q2: 2,492 shares; 2025Q3: 2,492 shares; 2025Q4: 2,742 shares; 2026Q1: 2,742 shares; 2026Q2: 2,742 shares 2,742 $112K 0.01% 0 Timeline VOX VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 773 shares; 2024Q4: 871 shares; 2025Q1: 633 shares; 2025Q2: 832 shares; 2025Q3: 717 shares; 2025Q4: 690 shares; 2026Q1: 610 shares; 2026Q2: 610 shares 610 $112K 0.01% 0 Timeline NNN NNN REIT INC More: the full row for NNN REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,465 shares; 2024Q4: 5,465 shares; 2025Q1: 4,114 shares; 2025Q2: 4,242 shares; 2025Q3: 4,242 shares; 2025Q4: 4,242 shares; 2026Q1: 2,403 shares; 2026Q2: 2,403 shares 2,403 $112K 0.01% 0 Timeline HYBL SSGA ACTIVE TR More: the full row for SSGA ACTIVE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 186 shares; 2025Q4: not reported; 2026Q1: 4,500 shares; 2026Q2: 4,000 shares 4,000 $112K 0.01% -500 Timeline SMLF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 535 shares; 2024Q4: 656 shares; 2025Q1: 1,187 shares; 2025Q2: 1,321 shares; 2025Q3: 1,403 shares; 2025Q4: 1,685 shares; 2026Q1: 1,487 shares; 2026Q2: 1,253 shares 1,253 $112K 0.01% -234 Timeline SCHP SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,000 shares; 2024Q4: 4,649 shares; 2025Q1: 4,213 shares; 2025Q2: 4,213 shares; 2025Q3: 4,373 shares; 2025Q4: 4,213 shares; 2026Q1: 4,213 shares; 2026Q2: 4,213 shares 4,213 $112K 0.01% 0 Timeline PEY INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,323 shares; 2024Q4: 2,284 shares; 2025Q1: 4,250 shares; 2025Q2: 4,099 shares; 2025Q3: 4,099 shares; 2025Q4: 5,161 shares; 2026Q1: 5,161 shares; 2026Q2: 4,772 shares 4,772 $111K 0.01% -389 Timeline MCY MERCURY GENL CORP NEW More: the full row for MERCURY GENL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,117 shares; 2024Q4: 1,117 shares; 2025Q1: 1,117 shares; 2025Q2: 1,117 shares; 2025Q3: 1,117 shares; 2025Q4: 1,117 shares; 2026Q1: 1,037 shares; 2026Q2: 1,037 shares 1,037 $111K 0.01% 0 Timeline NMI NUVEEN MUN INCOME FD INC More: the full row for NUVEEN MUN INCOME FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,000 shares; 2024Q4: 10,000 shares; 2025Q1: 10,000 shares; 2025Q2: 10,000 shares; 2025Q3: 10,000 shares; 2025Q4: 10,000 shares; 2026Q1: 10,000 shares; 2026Q2: 10,000 shares 10,000 $110K 0.01% 0 Timeline FFLG FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,186 shares; 2026Q2: 3,176 shares 3,176 $110K 0.01% -10 Timeline CLM CORNERSTONE STRATEGIC INVEST More: the full row for CORNERSTONE STRATEGIC INVEST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 14,514 shares 14,514 $110K 0.01% new 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 325 shares; 2025Q3: 325 shares; 2025Q4: 325 shares; 2026Q1: 305 shares; 2026Q2: 2,045 shares 2,045 $110K 0.01% +1,740 Timeline GNR SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 266 shares; 2024Q4: 460 shares; 2025Q1: 460 shares; 2025Q2: 1,815 shares; 2025Q3: 1,745 shares; 2025Q4: 1,745 shares; 2026Q1: 1,691 shares; 2026Q2: 1,627 shares 1,627 $110K 0.01% -64 Timeline CFG CITIZENS FINL GROUP INC More: the full row for CITIZENS FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,397 shares; 2024Q4: 3,154 shares; 2025Q1: 3,215 shares; 2025Q2: 1,428 shares; 2025Q3: 1,516 shares; 2025Q4: 1,533 shares; 2026Q1: 1,584 shares; 2026Q2: 1,562 shares 1,562 $109K 0.01% -22 Timeline QFLR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 376 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,000 shares; 2026Q2: 3,000 shares 3,000 $109K 0.01% 0 Timeline NYF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,168 shares; 2024Q4: 2,018 shares; 2025Q1: 2,018 shares; 2025Q2: 2,018 shares; 2025Q3: 2,018 shares; 2025Q4: 2,018 shares; 2026Q1: 2,018 shares; 2026Q2: 2,018 shares 2,018 $109K 0.01% 0 Timeline PNW PINNACLE WEST CAP CORP More: the full row for PINNACLE WEST CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,357 shares; 2024Q4: 1,357 shares; 2025Q1: 1,357 shares; 2025Q2: 1,008 shares; 2025Q3: 1,015 shares; 2025Q4: 1,019 shares; 2026Q1: 1,012 shares; 2026Q2: 1,012 shares 1,012 $108K 0.01% 0 Timeline WAB WABTEC More: the full row for WABTEC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 352 shares; 2024Q4: 476 shares; 2025Q1: 491 shares; 2025Q2: 480 shares; 2025Q3: 426 shares; 2025Q4: 429 shares; 2026Q1: 426 shares; 2026Q2: 400 shares 400 $108K 0.01% -26 Timeline AMX AMERICA MOVIL SAB DE CV More: the full row for AMERICA MOVIL SAB DE CV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,823 shares; 2024Q4: 4,042 shares; 2025Q1: 4,042 shares; 2025Q2: 4,042 shares; 2025Q3: 4,042 shares; 2025Q4: 4,042 shares; 2026Q1: 4,042 shares; 2026Q2: 4,149 shares 4,149 $108K 0.01% +107 Timeline AME AMETEK INC More: the full row for AMETEK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,668 shares; 2024Q4: 491 shares; 2025Q1: 466 shares; 2025Q2: 459 shares; 2025Q3: 452 shares; 2025Q4: 358 shares; 2026Q1: 455 shares; 2026Q2: 445 shares 445 $108K 0.01% -10 Timeline FPX FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,647 shares; 2024Q4: 1,647 shares; 2025Q1: 521 shares; 2025Q2: 544 shares; 2025Q3: 638 shares; 2025Q4: 638 shares; 2026Q1: 554 shares; 2026Q2: 521 shares 521 $107K 0.01% -33 Timeline DRSK ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,500 shares; 2024Q4: 8,500 shares; 2025Q1: 8,500 shares; 2025Q2: not reported; 2025Q3: 1,625 shares; 2025Q4: 3,733 shares; 2026Q1: 3,733 shares; 2026Q2: 3,733 shares 3,733 $107K 0.01% 0 Timeline CBRE CBRE GROUP INC More: the full row for CBRE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 686 shares; 2024Q4: 1,087 shares; 2025Q1: 993 shares; 2025Q2: 912 shares; 2025Q3: 846 shares; 2025Q4: 838 shares; 2026Q1: 831 shares; 2026Q2: 796 shares 796 $107K 0.01% -35 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 934 shares; 2024Q4: 942 shares; 2025Q1: 919 shares; 2025Q2: 845 shares; 2025Q3: 874 shares; 2025Q4: 836 shares; 2026Q1: 610 shares; 2026Q2: 409 shares 409 $107K 0.01% -201 Timeline HAPI HARBOR ETF TRUST More: the full row for HARBOR ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,000 shares; 2025Q2: 2,000 shares; 2025Q3: 2,000 shares; 2025Q4: 2,000 shares; 2026Q1: 3,000 shares; 2026Q2: 2,400 shares 2,400 $107K 0.01% -600 Timeline QLTY GMO ETF TRUST More: the full row for GMO ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,000 shares; 2026Q1: 2,000 shares; 2026Q2: 2,552 shares 2,552 $106K 0.01% +552 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,496 shares; 2024Q4: 613 shares; 2025Q1: 453 shares; 2025Q2: 402 shares; 2025Q3: 488 shares; 2025Q4: 1,314 shares; 2026Q1: 965 shares; 2026Q2: 558 shares 558 $106K 0.01% -407 Timeline LVHD LEGG MASON ETF INVT More: the full row for LEGG MASON ETF INVT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,256 shares; 2024Q4: 1,256 shares; 2025Q1: 1,466 shares; 2025Q2: 3,716 shares; 2025Q3: 3,716 shares; 2025Q4: 2,410 shares; 2026Q1: 2,410 shares; 2026Q2: 2,410 shares 2,410 $106K 0.01% 0 Timeline JCPB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 182 shares; 2024Q4: 182 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,258 shares 2,258 $106K 0.01% new 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; 2024Q3: 1,085 shares; 2024Q4: 1,185 shares; 2025Q1: 1,085 shares; 2025Q2: 1,085 shares; 2025Q3: 1,085 shares; 2025Q4: 1,085 shares; 2026Q1: 1,085 shares; 2026Q2: 1,085 shares 1,085 $105K 0.01% 0 Timeline FSSL FS SPECIALTY LENDING FD More: the full row for FS SPECIALTY LENDING FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 9,428 shares 9,428 $105K 0.01% new Timeline ABEQ UNIFIED SER TR More: the full row for UNIFIED SER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,818 shares; 2026Q2: 2,818 shares 2,818 $105K 0.01% 0 Timeline IAK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 160 shares; 2024Q4: not reported; 2025Q1: 748 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 729 shares 729 $102K 0.01% new Timeline VTEI VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 401 shares; 2026Q1: 1,005 shares; 2026Q2: 1,012 shares 1,012 $102K 0.01% +7 Timeline UAL UNITED AIRLS HLDGS INC More: the full row for UNITED AIRLS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,642 shares; 2024Q4: 718 shares; 2025Q1: 2,822 shares; 2025Q2: 751 shares; 2025Q3: 751 shares; 2025Q4: 751 shares; 2026Q1: 751 shares; 2026Q2: 751 shares 751 $102K 0.01% 0 Timeline ADX ADAMS DIVERSIFIED EQUITY FD More: the full row for ADAMS DIVERSIFIED EQUITY FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 664 shares; 2024Q4: 726 shares; 2025Q1: 740 shares; 2025Q2: 756 shares; 2025Q3: 769 shares; 2025Q4: 783 shares; 2026Q1: 797 shares; 2026Q2: 3,971 shares 3,971 $101K 0.01% +3,174 Timeline CDL VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,217 shares; 2024Q4: 4,217 shares; 2025Q1: 4,217 shares; 2025Q2: 1,954 shares; 2025Q3: 1,306 shares; 2025Q4: 1,306 shares; 2026Q1: 1,306 shares; 2026Q2: 1,306 shares 1,306 $101K 0.01% 0 Timeline XYZ BLOCK INC More: the full row for BLOCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,374 shares; 2024Q4: 2,983 shares; 2025Q1: 1,313 shares; 2025Q2: 1,387 shares; 2025Q3: 1,330 shares; 2025Q4: 1,320 shares; 2026Q1: 1,355 shares; 2026Q2: 1,333 shares 1,333 $101K 0.01% -22 Timeline TPR TAPESTRY INC More: the full row for TAPESTRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 512 shares; 2024Q4: 562 shares; 2025Q1: 715 shares; 2025Q2: 781 shares; 2025Q3: 584 shares; 2025Q4: 805 shares; 2026Q1: 780 shares; 2026Q2: 689 shares 689 $101K 0.01% -91 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 64 shares; 2024Q4: 1,069 shares; 2025Q1: 65 shares; 2025Q2: 876 shares; 2025Q3: 241 shares; 2025Q4: 540 shares; 2026Q1: 238 shares; 2026Q2: 396 shares 396 $101K 0.01% +158 Timeline XPO XPO INC More: the full row for XPO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 330 shares; 2024Q4: 351 shares; 2025Q1: 387 shares; 2025Q2: 361 shares; 2025Q3: 368 shares; 2025Q4: 408 shares; 2026Q1: 510 shares; 2026Q2: 490 shares 490 $101K 0.01% -20 Timeline MXI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 540 shares; 2024Q4: 540 shares; 2025Q1: 540 shares; 2025Q2: 540 shares; 2025Q3: 540 shares; 2025Q4: 1,246 shares; 2026Q1: 946 shares; 2026Q2: 946 shares 946 $100K 0.01% 0 Timeline Lytical Ventures CI MontyCl… Lytical Ventures CI MontyCloud SP… More: the full row for Lytical Ventures CI MontyCloud SPV V LLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 100,000 shares; 2026Q2: 100,000 shares 100,000 $100K 0.01% 0 CLOA BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 499 shares; 2024Q4: 365 shares; 2025Q1: 146 shares; 2025Q2: not reported; 2025Q3: 576 shares; 2025Q4: 1,081 shares; 2026Q1: 1,715 shares; 2026Q2: 1,922 shares 1,922 $99.8K 0.01% +207 Timeline MUST COLUMBIA ETF TR I More: the full row for COLUMBIA ETF TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,405 shares; 2024Q4: 28,116 shares; 2025Q1: 20,021 shares; 2025Q2: not reported; 2025Q3: 5,392 shares; 2025Q4: 5,392 shares; 2026Q1: 5,687 shares; 2026Q2: 4,796 shares 4,796 $99.8K 0.01% -891 Timeline GSST GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,500 shares; 2025Q3: 1,500 shares; 2025Q4: 2,491 shares; 2026Q1: 2,251 shares; 2026Q2: 1,967 shares 1,967 $99.5K 0.01% -284 Timeline NLR VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 69 shares; 2025Q1: 231 shares; 2025Q2: 231 shares; 2025Q3: 904 shares; 2025Q4: 1,236 shares; 2026Q1: 1,151 shares; 2026Q2: 851 shares 851 $98.7K 0.01% -300 Timeline BEPC BROOKFIELD RENEWABLE CORP More: the full row for BROOKFIELD RENEWABLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,342 shares; 2025Q1: 1,170 shares; 2025Q2: 2,905 shares; 2025Q3: 3,357 shares; 2025Q4: 3,357 shares; 2026Q1: 2,703 shares; 2026Q2: 2,652 shares 2,652 $98.4K 0.01% -51 Timeline TMB THORNBURG ETF TR More: the full row for THORNBURG ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,096 shares; 2026Q2: 3,864 shares 3,864 $97.9K 0.01% +2,768 Timeline DFIS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 661 shares; 2025Q3: not reported; 2025Q4: 315 shares; 2026Q1: 2,790 shares; 2026Q2: 2,790 shares 2,790 $97.7K 0.01% 0 Timeline SLG SL GREEN RLTY CORP More: the full row for SL GREEN RLTY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 905 shares; 2024Q4: 905 shares; 2025Q1: 905 shares; 2025Q2: 905 shares; 2025Q3: 905 shares; 2025Q4: 905 shares; 2026Q1: 2,292 shares; 2026Q2: 1,887 shares 1,887 $97.7K 0.01% -405 Timeline GCOW PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,000 shares; 2024Q4: 1,000 shares; 2025Q1: 1,980 shares; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 1,600 shares; 2026Q1: 1,600 shares; 2026Q2: 2,251 shares 2,251 $97.5K 0.01% +651 Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 264 shares; 2024Q4: 242 shares; 2025Q1: 280 shares; 2025Q2: 400 shares; 2025Q3: 316 shares; 2025Q4: 270 shares; 2026Q1: 247 shares; 2026Q2: 407 shares 407 $97.3K 0.01% +160 Timeline MAIN MAIN STR CAP CORP More: the full row for MAIN STR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,096 shares; 2024Q4: 2,398 shares; 2025Q1: 2,258 shares; 2025Q2: 2,258 shares; 2025Q3: 1,956 shares; 2025Q4: 1,869 shares; 2026Q1: 1,869 shares; 2026Q2: 1,869 shares 1,869 $97K 0.01% 0 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 151 shares; 2024Q4: 150 shares; 2025Q1: 151 shares; 2025Q2: 148 shares; 2025Q3: 146 shares; 2025Q4: 32 shares; 2026Q1: 32 shares; 2026Q2: 30 shares 30 $95.9K 0.01% -2 Timeline EG EVEREST GROUP LTD More: the full row for EVEREST GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 132 shares; 2024Q4: 196 shares; 2025Q1: 207 shares; 2025Q2: 293 shares; 2025Q3: 261 shares; 2025Q4: 255 shares; 2026Q1: 246 shares; 2026Q2: 268 shares 268 $95.7K 0.01% +22 Timeline STE STERIS PLC More: the full row for STERIS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 970 shares; 2024Q4: 824 shares; 2025Q1: 724 shares; 2025Q2: 469 shares; 2025Q3: 483 shares; 2025Q4: 686 shares; 2026Q1: 484 shares; 2026Q2: 453 shares 453 $95.5K 0.01% -31 Timeline TFLR T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 19 shares; 2025Q3: 20 shares; 2025Q4: 34 shares; 2026Q1: 13 shares; 2026Q2: 1,894 shares 1,894 $95.5K 0.01% +1,881 Timeline FIS FIDELITY NATL INFORMATION SV More: the full row for FIDELITY NATL INFORMATION SV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,564 shares; 2024Q4: 1,511 shares; 2025Q1: 1,660 shares; 2025Q2: 1,607 shares; 2025Q3: 1,631 shares; 2025Q4: 1,533 shares; 2026Q1: 1,525 shares; 2026Q2: 2,453 shares 2,453 $95.4K 0.01% +928 Timeline DOC HEALTHPEAK PROPERTIES INC More: the full row for HEALTHPEAK PROPERTIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,550 shares; 2024Q4: 6,935 shares; 2025Q1: 10,013 shares; 2025Q2: 7,226 shares; 2025Q3: 4,532 shares; 2025Q4: 4,293 shares; 2026Q1: 4,489 shares; 2026Q2: 4,444 shares 4,444 $95.1K 0.01% -45 Timeline FMDE FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,760 shares; 2025Q2: 2,493 shares; 2025Q3: 2,505 shares; 2025Q4: 1,877 shares; 2026Q1: 2,342 shares; 2026Q2: 2,342 shares 2,342 $95K 0.01% 0 Timeline FEMS FIRST TR EXCH TRD ALPHDX FD More: the full row for FIRST TR EXCH TRD ALPHDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,210 shares; 2024Q4: 5,489 shares; 2025Q1: 5,427 shares; 2025Q2: 5,935 shares; 2025Q3: 5,935 shares; 2025Q4: 5,197 shares; 2026Q1: 5,318 shares; 2026Q2: 2,077 shares 2,077 $94.8K 0.01% -3,241 Timeline LGOV FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,327 shares; 2024Q4: 3,294 shares; 2025Q1: 3,222 shares; 2025Q2: 2,540 shares; 2025Q3: 2,466 shares; 2025Q4: 3,847 shares; 2026Q1: 4,324 shares; 2026Q2: 4,428 shares 4,428 $94.8K 0.01% +104 Timeline SFLO VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,748 shares 2,748 $94K 0.01% new Timeline BXMT BLACKSTONE MORTGAGE TRUST IN More: the full row for BLACKSTONE MORTGAGE TRUST IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 81 shares; 2024Q4: 81 shares; 2025Q1: not reported; 2025Q2: 3,546 shares; 2025Q3: 5,544 shares; 2025Q4: 5,544 shares; 2026Q1: 5,544 shares; 2026Q2: 5,544 shares 5,544 $94K 0.01% 0 Timeline AXS AXIS CAP HLDGS LTD More: the full row for AXIS CAP HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 865 shares; 2024Q4: 865 shares; 2025Q1: 1,184 shares; 2025Q2: 1,184 shares; 2025Q3: 871 shares; 2025Q4: 871 shares; 2026Q1: 871 shares; 2026Q2: 872 shares 872 $93.7K 0.01% +1 Timeline XSD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 801 shares; 2024Q4: 150 shares; 2025Q1: 150 shares; 2025Q2: 154 shares; 2025Q3: 150 shares; 2025Q4: 192 shares; 2026Q1: 150 shares; 2026Q2: 150 shares 150 $93.6K 0.01% 0 Timeline TOUS T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,858 shares; 2026Q2: 2,438 shares 2,438 $93.5K 0.01% +580 Timeline CNI CANADIAN NATL RY CO More: the full row for CANADIAN NATL RY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 466 shares; 2024Q4: 466 shares; 2025Q1: 461 shares; 2025Q2: 461 shares; 2025Q3: 603 shares; 2025Q4: 762 shares; 2026Q1: 773 shares; 2026Q2: 782 shares 782 $93.2K 0.01% +9 Timeline ZBH ZIMMER BIOMET HOLDINGS INC More: the full row for ZIMMER BIOMET HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 972 shares; 2024Q4: 863 shares; 2025Q1: 936 shares; 2025Q2: 1,073 shares; 2025Q3: 1,154 shares; 2025Q4: 1,123 shares; 2026Q1: 1,003 shares; 2026Q2: 1,080 shares 1,080 $93K 0.01% +77 Timeline SCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 900 shares; 2024Q4: 1,436 shares; 2025Q1: 1,150 shares; 2025Q2: 1,150 shares; 2025Q3: 1,158 shares; 2025Q4: 1,148 shares; 2026Q1: 1,159 shares; 2026Q2: 1,129 shares 1,129 $92.9K 0.01% -30 Timeline DBEU DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,883 shares; 2024Q4: 1,883 shares; 2025Q1: 1,883 shares; 2025Q2: 1,717 shares; 2025Q3: 1,717 shares; 2025Q4: 1,717 shares; 2026Q1: 1,717 shares; 2026Q2: 1,717 shares 1,717 $92.6K 0.01% 0 Timeline TER TERADYNE INC More: the full row for TERADYNE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 209 shares; 2024Q4: 216 shares; 2025Q1: 151 shares; 2025Q2: 166 shares; 2025Q3: 164 shares; 2025Q4: 160 shares; 2026Q1: 196 shares; 2026Q2: 191 shares 191 $92.4K 0.01% -5 Timeline SCHH SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,437 shares; 2024Q4: 2,299 shares; 2025Q1: 2,299 shares; 2025Q2: 2,299 shares; 2025Q3: 3,734 shares; 2025Q4: 3,734 shares; 2026Q1: 3,455 shares; 2026Q2: 3,896 shares 3,896 $92.3K 0.01% +441 Timeline ONEQ FIDELITY COMWLTH TR More: the full row for FIDELITY COMWLTH TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 750 shares; 2024Q4: 750 shares; 2025Q1: 750 shares; 2025Q2: 890 shares; 2025Q3: 890 shares; 2025Q4: 890 shares; 2026Q1: 890 shares; 2026Q2: 890 shares 890 $91.9K 0.01% 0 Timeline SAN BANCO SANTANDER SA More: the full row for BANCO SANTANDER SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,108 shares; 2024Q4: 2,108 shares; 2025Q1: 2,850 shares; 2025Q2: 2,923 shares; 2025Q3: 5,445 shares; 2025Q4: 6,132 shares; 2026Q1: 3,635 shares; 2026Q2: 6,630 shares 6,630 $91.5K 0.01% +2,995 Timeline IONQ IONQ INC More: the full row for IONQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,200 shares; 2025Q3: 2,562 shares; 2025Q4: 1,700 shares; 2026Q1: 1,200 shares; 2026Q2: 1,716 shares 1,716 $91.4K 0.01% +516 Timeline FMAY FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,439 shares; 2024Q4: 2,439 shares; 2025Q1: 1,626 shares; 2025Q2: 1,626 shares; 2025Q3: 1,626 shares; 2025Q4: 1,626 shares; 2026Q1: 1,626 shares; 2026Q2: 1,626 shares 1,626 $91.4K 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; 2024Q3: 17,739 shares; 2024Q4: 17,217 shares; 2025Q1: 8,096 shares; 2025Q2: 7,818 shares; 2025Q3: 8,060 shares; 2025Q4: 6,030 shares; 2026Q1: 6,682 shares; 2026Q2: 5,148 shares 5,148 $91.3K 0.01% -1,534 Timeline KHC KRAFT HEINZ CO More: the full row for KRAFT HEINZ CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,295 shares; 2024Q4: 5,292 shares; 2025Q1: 4,538 shares; 2025Q2: 4,540 shares; 2025Q3: 5,803 shares; 2025Q4: 2,785 shares; 2026Q1: 2,183 shares; 2026Q2: 3,848 shares 3,848 $90.9K 0.01% +1,665 Timeline GOLY STRATEGY SHS More: the full row for STRATEGY SHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,724 shares; 2026Q1: 3,824 shares; 2026Q2: 3,600 shares 3,600 $90.5K 0.01% -224 Timeline BBEU J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 274 shares; 2025Q1: 1,160 shares; 2025Q2: 1,160 shares; 2025Q3: 1,160 shares; 2025Q4: 1,160 shares; 2026Q1: 1,160 shares; 2026Q2: 1,160 shares 1,160 $90.2K 0.01% 0 Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 690 shares; 2024Q4: 430 shares; 2025Q1: 446 shares; 2025Q2: 437 shares; 2025Q3: 435 shares; 2025Q4: 460 shares; 2026Q1: 441 shares; 2026Q2: 423 shares 423 $90K 0.01% -18 Timeline XBMEX BLACKROCK HEALTH SCIENCES TR More: the full row for BLACKROCK HEALTH SCIENCES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,063 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,092 shares 2,092 $89.9K 0.01% new Timeline TMSL T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,411 shares; 2024Q4: 2,191 shares; 2025Q1: 1,411 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,040 shares 2,040 $89.5K 0.01% new Timeline STWD STARWOOD PPTY TR INC More: the full row for STARWOOD PPTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 776 shares; 2024Q4: 776 shares; 2025Q1: 974 shares; 2025Q2: 974 shares; 2025Q3: 974 shares; 2025Q4: 5,460 shares; 2026Q1: 5,460 shares; 2026Q2: 5,460 shares 5,460 $89.4K 0.01% 0 Timeline HPQ HP INC More: the full row for HP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,195 shares; 2024Q4: 3,251 shares; 2025Q1: 3,684 shares; 2025Q2: 3,041 shares; 2025Q3: 3,937 shares; 2025Q4: 3,657 shares; 2026Q1: 4,003 shares; 2026Q2: 4,069 shares 4,069 $89.3K 0.01% +66 Timeline IWL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 480 shares; 2024Q4: 480 shares; 2025Q1: 480 shares; 2025Q2: 480 shares; 2025Q3: 480 shares; 2025Q4: 480 shares; 2026Q1: 480 shares; 2026Q2: 480 shares 480 $88.8K 0.01% 0 Timeline ACWV ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,541 shares; 2024Q4: 2,541 shares; 2025Q1: 2,126 shares; 2025Q2: 1,710 shares; 2025Q3: 855 shares; 2025Q4: 688 shares; 2026Q1: 688 shares; 2026Q2: 738 shares 738 $88.7K 0.01% +50 Timeline CLX CLOROX CO DEL More: the full row for CLOROX CO DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,362 shares; 2024Q4: 2,299 shares; 2025Q1: 2,680 shares; 2025Q2: 2,355 shares; 2025Q3: 1,073 shares; 2025Q4: 872 shares; 2026Q1: 950 shares; 2026Q2: 929 shares 929 $88.7K 0.01% -21 Timeline ARKK ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,807 shares; 2024Q4: 8,592 shares; 2025Q1: 2,942 shares; 2025Q2: 2,731 shares; 2025Q3: 3,250 shares; 2025Q4: 1,194 shares; 2026Q1: 994 shares; 2026Q2: 1,087 shares 1,087 $87.8K 0.01% +93 Timeline JPUS J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 39 shares; 2024Q4: 636 shares; 2025Q1: 609 shares; 2025Q2: 605 shares; 2025Q3: 587 shares; 2025Q4: 575 shares; 2026Q1: 625 shares; 2026Q2: 625 shares 625 $87.6K 0.01% 0 Timeline ASH ASHLAND INC More: the full row for ASHLAND INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,667 shares; 2024Q4: 1,100 shares; 2025Q1: 1,468 shares; 2025Q2: 1,100 shares; 2025Q3: 1,330 shares; 2025Q4: 1,330 shares; 2026Q1: 1,330 shares; 2026Q2: 1,330 shares 1,330 $87.6K 0.01% 0 Timeline TAGG T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,057 shares 2,057 $87.4K 0.01% new Timeline OUNZ VANECK MERK GOLD ETF More: the full row for VANECK MERK GOLD ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 793 shares; 2025Q2: 2,549 shares; 2025Q3: 2,549 shares; 2025Q4: 2,728 shares; 2026Q1: 2,355 shares; 2026Q2: 2,260 shares 2,260 $87.2K 0.01% -95 Timeline PTY PIMCO CORPORATE & INCOME OPP More: the full row for PIMCO CORPORATE & INCOME OPP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,555 shares; 2024Q4: 12,555 shares; 2025Q1: 14,095 shares; 2025Q2: 14,095 shares; 2025Q3: 34,095 shares; 2025Q4: 37,395 shares; 2026Q1: 37,395 shares; 2026Q2: 7,242 shares 7,242 $87.1K 0.01% -30,153 Timeline DFGR DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,000 shares; 2025Q1: 2,000 shares; 2025Q2: 2,000 shares; 2025Q3: 2,000 shares; 2025Q4: 3,000 shares; 2026Q1: 3,000 shares; 2026Q2: 3,000 shares 3,000 $86.9K 0.01% 0 Timeline ALAB ASTERA LABS INC More: the full row for ASTERA LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 52 shares; 2024Q4: 70 shares; 2025Q1: 81 shares; 2025Q2: 49 shares; 2025Q3: 49 shares; 2025Q4: 93 shares; 2026Q1: 208 shares; 2026Q2: 179 shares 179 $86.5K 0.01% -29 Timeline ZAP GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,494 shares 2,494 $86.3K 0.01% new Timeline DSI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,233 shares; 2024Q4: 1,233 shares; 2025Q1: 715 shares; 2025Q2: 606 shares; 2025Q3: 606 shares; 2025Q4: 606 shares; 2026Q1: 606 shares; 2026Q2: 606 shares 606 $86.3K 0.01% 0 Timeline DTM DT MIDSTREAM INC More: the full row for DT MIDSTREAM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 413 shares; 2024Q4: 413 shares; 2025Q1: 433 shares; 2025Q2: 433 shares; 2025Q3: 535 shares; 2025Q4: 595 shares; 2026Q1: 512 shares; 2026Q2: 588 shares 588 $86.3K 0.01% +76 Timeline FHLC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 431 shares; 2025Q2: 464 shares; 2025Q3: 885 shares; 2025Q4: 844 shares; 2026Q1: 919 shares; 2026Q2: 1,116 shares 1,116 $86.2K 0.01% +197 Timeline XNEAX NUVEEN AMT FREE QLTY MUN INC More: the full row for NUVEEN AMT FREE QLTY MUN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,173 shares; 2024Q4: 19,207 shares; 2025Q1: 22,832 shares; 2025Q2: 2,238 shares; 2025Q3: 7,338 shares; 2025Q4: 7,338 shares; 2026Q1: 7,338 shares; 2026Q2: 7,338 shares 7,338 $86.1K 0.01% 0 Timeline AT&T Computershare acct:C1… AT&T Computershare acct:C1006785… More: the full row for AT&T Computershare acct:C1006785898 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,966 shares; 2026Q1: 2,966 shares; 2026Q2: 2,966 shares 2,966 $85.8K 0.01% 0 PSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 392 shares; 2024Q4: 392 shares; 2025Q1: 464 shares; 2025Q2: 392 shares; 2025Q3: 932 shares; 2025Q4: 1,380 shares; 2026Q1: 1,396 shares; 2026Q2: 1,529 shares 1,529 $85.2K 0.01% +133 Timeline XAIX DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 25,175 shares; 2025Q4: 25,675 shares; 2026Q1: 2,706 shares; 2026Q2: 1,479 shares 1,479 $85.1K 0.01% -1,227 Timeline HSBC HSBC HLDGS PLC More: the full row for HSBC HLDGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 171 shares; 2025Q2: 763 shares; 2025Q3: 988 shares; 2025Q4: 1,171 shares; 2026Q1: 956 shares; 2026Q2: 893 shares 893 $84.9K 0.01% -63 Timeline FELG FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 326 shares; 2024Q4: 326 shares; 2025Q1: 2,860 shares; 2025Q2: 1,435 shares; 2025Q3: 1,435 shares; 2025Q4: 2,029 shares; 2026Q1: 2,094 shares; 2026Q2: 1,939 shares 1,939 $84.8K 0.01% -155 Timeline XSSPX NUVEEN S&P 500 DYNAMIC OVERW More: the full row for NUVEEN S&P 500 DYNAMIC OVERW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,240 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,527 shares 4,527 $84.4K 0.01% new Timeline HEDJ WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 951 shares; 2024Q4: 951 shares; 2025Q1: 701 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,480 shares 1,480 $84.4K 0.01% new Timeline ALLW SSGA ACTIVE TR More: the full row for SSGA ACTIVE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,879 shares 2,879 $84.3K 0.01% new Timeline WTAI WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 145 shares; 2025Q3: 145 shares; 2025Q4: 1,621 shares; 2026Q1: 2,261 shares; 2026Q2: 1,773 shares 1,773 $84.2K 0.01% -488 Timeline QGRO AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,168 shares; 2024Q4: 4,177 shares; 2025Q1: 4,143 shares; 2025Q2: 4,170 shares; 2025Q3: 5,654 shares; 2025Q4: 4,845 shares; 2026Q1: 5,168 shares; 2026Q2: 712 shares 712 $84.1K 0.01% -4,456 Timeline BLV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,221 shares; 2024Q4: 1,121 shares; 2025Q1: 1,030 shares; 2025Q2: 1,586 shares; 2025Q3: 1,587 shares; 2025Q4: 1,034 shares; 2026Q1: 1,035 shares; 2026Q2: 1,219 shares 1,219 $84K 0.01% +184 Timeline FIIG FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,073 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 795 shares; 2025Q4: 4,025 shares; 2026Q1: 4,025 shares; 2026Q2: 4,031 shares 4,031 $83.5K 0.01% +6 Timeline AOS SMITH A O CORP More: the full row for SMITH A O CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 915 shares; 2024Q4: 967 shares; 2025Q1: 1,181 shares; 2025Q2: 1,037 shares; 2025Q3: 1,050 shares; 2025Q4: 1,265 shares; 2026Q1: 1,293 shares; 2026Q2: 1,323 shares 1,323 $83K 0.01% +30 Timeline OMFL INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,430 shares; 2024Q4: 5,334 shares; 2025Q1: 2,627 shares; 2025Q2: 1,824 shares; 2025Q3: 914 shares; 2025Q4: 823 shares; 2026Q1: 1,100 shares; 2026Q2: 1,209 shares 1,209 $82.9K 0.01% +109 Timeline JVAL J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,009 shares; 2024Q4: 1,009 shares; 2025Q1: 1,009 shares; 2025Q2: 1,009 shares; 2025Q3: 1,009 shares; 2025Q4: 1,009 shares; 2026Q1: 1,009 shares; 2026Q2: 1,401 shares 1,401 $82.2K 0.01% +392 Timeline DMAY FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,613 shares; 2024Q4: 2,613 shares; 2025Q1: 1,742 shares; 2025Q2: 1,742 shares; 2025Q3: 1,742 shares; 2025Q4: 1,742 shares; 2026Q1: 1,742 shares; 2026Q2: 1,742 shares 1,742 $82.1K 0.01% 0 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,121 shares; 2024Q4: 981 shares; 2025Q1: 1,037 shares; 2025Q2: 715 shares; 2025Q3: 680 shares; 2025Q4: 622 shares; 2026Q1: 636 shares; 2026Q2: 572 shares 572 $81.9K 0.01% -64 Timeline EWC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,781 shares; 2024Q4: 1,410 shares; 2025Q1: 1,324 shares; 2025Q2: 1,296 shares; 2025Q3: 1,220 shares; 2025Q4: 1,220 shares; 2026Q1: 1,361 shares; 2026Q2: 1,418 shares 1,418 $81.7K 0.01% +57 Timeline PHM PULTE GROUP INC More: the full row for PULTE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,223 shares; 2024Q4: 3,006 shares; 2025Q1: 1,699 shares; 2025Q2: 1,005 shares; 2025Q3: 999 shares; 2025Q4: 753 shares; 2026Q1: 747 shares; 2026Q2: 594 shares 594 $81.5K 0.01% -153 Timeline SLX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 325 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,244 shares; 2026Q1: 826 shares; 2026Q2: 826 shares 826 $81.3K 0.01% 0 Timeline FALN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,478 shares; 2024Q4: 2,200 shares; 2025Q1: 2,200 shares; 2025Q2: 3,101 shares; 2025Q3: 2,950 shares; 2025Q4: 2,950 shares; 2026Q1: 2,950 shares; 2026Q2: 2,950 shares 2,950 $80.4K 0.01% 0 Timeline FPAG INVESTMENT MANAGERS SER TR I More: the full row for INVESTMENT MANAGERS SER TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,000 shares; 2025Q1: 2,000 shares; 2025Q2: 2,000 shares; 2025Q3: 2,000 shares; 2025Q4: 2,000 shares; 2026Q1: 2,000 shares; 2026Q2: 2,000 shares 2,000 $80.3K 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,500 shares; 2025Q2: 3,500 shares; 2025Q3: 3,500 shares; 2025Q4: 6,500 shares; 2026Q1: 6,500 shares; 2026Q2: 7,434 shares 7,434 $80.2K 0.01% +934 Timeline AXON AXON ENTERPRISE INC More: the full row for AXON ENTERPRISE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 88 shares; 2024Q4: 442 shares; 2025Q1: 109 shares; 2025Q2: 112 shares; 2025Q3: 135 shares; 2025Q4: 160 shares; 2026Q1: 126 shares; 2026Q2: 143 shares 143 $80.2K 0.01% +17 Timeline HUBB HUBBELL INC More: the full row for HUBBELL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 182 shares; 2024Q4: 182 shares; 2025Q1: 292 shares; 2025Q2: 167 shares; 2025Q3: 132 shares; 2025Q4: 146 shares; 2026Q1: 141 shares; 2026Q2: 153 shares 153 $80K 0.01% +12 Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 198 shares; 2024Q4: 198 shares; 2025Q1: 240 shares; 2025Q2: 191 shares; 2025Q3: 209 shares; 2025Q4: 197 shares; 2026Q1: 160 shares; 2026Q2: 152 shares 152 $80K 0.01% -8 Timeline GTO INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,099 shares; 2024Q4: 2,099 shares; 2025Q1: 2,099 shares; 2025Q2: 2,099 shares; 2025Q3: 2,099 shares; 2025Q4: 2,099 shares; 2026Q1: 9,943 shares; 2026Q2: 1,700 shares 1,700 $79.7K 0.01% -8,243 Timeline XPND FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,900 shares; 2026Q2: 1,900 shares 1,900 $79.5K 0.01% 0 Timeline IVT INVENTRUST PPTYS CORP More: the full row for INVENTRUST PPTYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,307 shares; 2024Q4: 2,307 shares; 2025Q1: 2,307 shares; 2025Q2: 2,307 shares; 2025Q3: 2,242 shares; 2025Q4: 2,242 shares; 2026Q1: 2,242 shares; 2026Q2: 2,242 shares 2,242 $79.4K 0.01% 0 Timeline AROC ARCHROCK INC More: the full row for ARCHROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,240 shares; 2024Q4: 2,240 shares; 2025Q1: 2,240 shares; 2025Q2: 2,240 shares; 2025Q3: 1,949 shares; 2025Q4: 1,949 shares; 2026Q1: 1,949 shares; 2026Q2: 1,949 shares 1,949 $79.3K 0.01% 0 Timeline FCAL FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 331 shares; 2024Q4: 331 shares; 2025Q1: 331 shares; 2025Q2: 1,389 shares; 2025Q3: 1,162 shares; 2025Q4: 131 shares; 2026Q1: 131 shares; 2026Q2: 1,598 shares 1,598 $79.3K 0.01% +1,467 Timeline ICOW PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 122 shares; 2024Q4: not reported; 2025Q1: 500 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,000 shares; 2026Q2: 1,900 shares 1,900 $79.1K 0.01% +900 Timeline LONZ PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,969 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,600 shares 1,600 $78.9K 0.01% new Timeline CGSM CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,900 shares; 2026Q1: 2,352 shares; 2026Q2: 2,989 shares 2,989 $78.9K 0.01% +637 Timeline BTO HANCOCK JOHN FINL OPPTYS More: the full row for HANCOCK JOHN FINL OPPTYS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,500 shares; 2024Q4: 1,500 shares; 2025Q1: 2,000 shares; 2025Q2: 2,000 shares; 2025Q3: 2,000 shares; 2025Q4: 2,000 shares; 2026Q1: 2,000 shares; 2026Q2: 2,000 shares 2,000 $78.8K 0.01% 0 Timeline ACGL ARCH CAP GROUP LTD More: the full row for ARCH CAP GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,117 shares; 2024Q4: 1,274 shares; 2025Q1: 1,316 shares; 2025Q2: 816 shares; 2025Q3: 810 shares; 2025Q4: 858 shares; 2026Q1: 729 shares; 2026Q2: 812 shares 812 $78.8K 0.01% +83 Timeline MPWR MONOLITHIC PWR SYS INC More: the full row for MONOLITHIC PWR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 203 shares; 2024Q4: 183 shares; 2025Q1: 167 shares; 2025Q2: 83 shares; 2025Q3: 82 shares; 2025Q4: 73 shares; 2026Q1: 67 shares; 2026Q2: 57 shares 57 $78.8K 0.01% -10 Timeline EFAV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,998 shares; 2024Q4: 2,998 shares; 2025Q1: 2,998 shares; 2025Q2: 1,341 shares; 2025Q3: 898 shares; 2025Q4: 898 shares; 2026Q1: 898 shares; 2026Q2: 898 shares 898 $78.8K 0.01% 0 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 474 shares; 2024Q4: 450 shares; 2025Q1: 433 shares; 2025Q2: 586 shares; 2025Q3: 444 shares; 2025Q4: 501 shares; 2026Q1: 431 shares; 2026Q2: 404 shares 404 $78.5K 0.01% -27 Timeline IBKR INTERACTIVE BROKERS GROUP IN More: the full row for INTERACTIVE BROKERS GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 540 shares; 2024Q4: 527 shares; 2025Q1: 1,444 shares; 2025Q2: 1,984 shares; 2025Q3: 1,990 shares; 2025Q4: 2,021 shares; 2026Q1: 1,595 shares; 2026Q2: 900 shares 900 $78.3K 0.01% -695 Timeline DSU BLACKROCK DEBT STRATEGIES FD More: the full row for BLACKROCK DEBT STRATEGIES FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 8,068 shares 8,068 $78.3K 0.01% new Timeline PRN INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,493 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 87 shares; 2025Q4: 87 shares; 2026Q1: 105 shares; 2026Q2: 300 shares 300 $78.2K 0.01% +195 Timeline FXL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,570 shares; 2024Q4: 1,570 shares; 2025Q1: 1,570 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 308 shares; 2026Q2: 360 shares 360 $78.2K 0.01% +52 Timeline PXF INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 700 shares; 2024Q4: 700 shares; 2025Q1: 700 shares; 2025Q2: 700 shares; 2025Q3: 700 shares; 2025Q4: 700 shares; 2026Q1: 700 shares; 2026Q2: 1,031 shares 1,031 $78K 0.01% +331 Timeline BKGI BNY MELLON ETF TRUST More: the full row for BNY MELLON ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,256 shares; 2025Q3: 1,256 shares; 2025Q4: 1,256 shares; 2026Q1: 1,757 shares; 2026Q2: 1,731 shares 1,731 $77.8K 0.01% -26 Timeline EFX EQUIFAX INC More: the full row for EQUIFAX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,011 shares; 2024Q4: 1,043 shares; 2025Q1: 851 shares; 2025Q2: 820 shares; 2025Q3: 618 shares; 2025Q4: 597 shares; 2026Q1: 614 shares; 2026Q2: 490 shares 490 $77.8K 0.01% -124 Timeline URA GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 549 shares; 2024Q4: 1,280 shares; 2025Q1: 62 shares; 2025Q2: 1,705 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,772 shares; 2026Q2: 1,778 shares 1,778 $77.7K 0.01% +6 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 649 shares; 2024Q4: 1,388 shares; 2025Q1: 1,190 shares; 2025Q2: 322 shares; 2025Q3: 264 shares; 2025Q4: 267 shares; 2026Q1: 241 shares; 2026Q2: 245 shares 245 $77.6K 0.01% +4 Timeline AER AERCAP HOLDINGS NV More: the full row for AERCAP HOLDINGS NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 625 shares; 2024Q4: 602 shares; 2025Q1: 597 shares; 2025Q2: 489 shares; 2025Q3: 531 shares; 2025Q4: 531 shares; 2026Q1: 531 shares; 2026Q2: 531 shares 531 $77.5K 0.01% 0 Timeline ETV EATON VANCE TAX-MANAGED BUY- More: the full row for EATON VANCE TAX-MANAGED BUY- Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,563 shares; 2024Q4: 5,127 shares; 2025Q1: 5,127 shares; 2025Q2: 5,127 shares; 2025Q3: 5,127 shares; 2025Q4: 5,127 shares; 2026Q1: 5,127 shares; 2026Q2: 5,127 shares 5,127 $76.3K 0.01% 0 Timeline LIT GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 44 shares; 2025Q2: not reported; 2025Q3: 915 shares; 2025Q4: 1,819 shares; 2026Q1: 986 shares; 2026Q2: 973 shares 973 $76.2K 0.01% -13 Timeline SOLV SOLVENTUM CORP More: the full row for SOLVENTUM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,723 shares; 2024Q4: 2,485 shares; 2025Q1: 2,448 shares; 2025Q2: 1,938 shares; 2025Q3: 1,892 shares; 2025Q4: 1,011 shares; 2026Q1: 1,004 shares; 2026Q2: 987 shares 987 $76.1K 0.01% -17 Timeline TDI TOUCHSTONE ETF TRUST More: the full row for TOUCHSTONE ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 422 shares; 2026Q1: 922 shares; 2026Q2: 1,687 shares 1,687 $75.8K 0.01% +765 Timeline AVSC AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 385 shares; 2024Q4: 989 shares; 2025Q1: 1,219 shares; 2025Q2: 1,219 shares; 2025Q3: 1,219 shares; 2025Q4: 1,219 shares; 2026Q1: 1,033 shares; 2026Q2: 1,033 shares 1,033 $75.8K 0.01% 0 Timeline Central Park Group WP Priva… Central Park Group WP Private Equ… More: the full row for Central Park Group WP Private Equity XI, LLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 231,274 shares; 2025Q4: 231,274 shares; 2026Q1: 231,274 shares; 2026Q2: 231,274 shares 231,274 $75.6K 0.01% 0 IP INTERNATIONAL PAPER CO More: the full row for INTERNATIONAL PAPER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,627 shares; 2024Q4: 4,405 shares; 2025Q1: 5,124 shares; 2025Q2: 4,728 shares; 2025Q3: 4,679 shares; 2025Q4: 3,990 shares; 2026Q1: 3,263 shares; 2026Q2: 1,983 shares 1,983 $75.6K 0.01% -1,280 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; 2024Q3: 471 shares; 2024Q4: 471 shares; 2025Q1: 471 shares; 2025Q2: 471 shares; 2025Q3: 471 shares; 2025Q4: 1,236 shares; 2026Q1: 1,236 shares; 2026Q2: 1,236 shares 1,236 $75.5K 0.01% 0 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 283 shares; 2024Q4: 283 shares; 2025Q1: 630 shares; 2025Q2: 275 shares; 2025Q3: 342 shares; 2025Q4: 818 shares; 2026Q1: 873 shares; 2026Q2: 807 shares 807 $75.4K 0.01% -66 Timeline DKS DICKS SPORTING GOODS INC More: the full row for DICKS SPORTING GOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 122 shares; 2024Q4: 122 shares; 2025Q1: 188 shares; 2025Q2: 307 shares; 2025Q3: 383 shares; 2025Q4: 332 shares; 2026Q1: 332 shares; 2026Q2: 332 shares 332 $75.2K 0.01% 0 Timeline FXH FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 73 shares; 2025Q1: 218 shares; 2025Q2: 218 shares; 2025Q3: 218 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 613 shares 613 $75K 0.01% new Timeline KVUE KENVUE INC More: the full row for KENVUE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,101 shares; 2024Q4: 6,686 shares; 2025Q1: 6,819 shares; 2025Q2: 11,977 shares; 2025Q3: 5,963 shares; 2025Q4: 4,591 shares; 2026Q1: 4,776 shares; 2026Q2: 3,902 shares 3,902 $74.6K 0.01% -874 Timeline RECS COLUMBIA ETF TR I More: the full row for COLUMBIA ETF TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,475 shares; 2025Q3: 3,475 shares; 2025Q4: 125 shares; 2026Q1: 1,484 shares; 2026Q2: 1,719 shares 1,719 $74.4K 0.01% +235 Timeline APO APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,581 shares; 2024Q4: 1,424 shares; 2025Q1: 1,365 shares; 2025Q2: 1,125 shares; 2025Q3: 855 shares; 2025Q4: 834 shares; 2026Q1: 668 shares; 2026Q2: 626 shares 626 $74.1K 0.01% -42 Timeline TBLL INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 652 shares; 2024Q4: 652 shares; 2025Q1: 608 shares; 2025Q2: 1,033 shares; 2025Q3: 1,035 shares; 2025Q4: 729 shares; 2026Q1: 858 shares; 2026Q2: 698 shares 698 $73.7K 0.01% -160 Timeline CRH CRH PLC More: the full row for CRH PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 443 shares; 2024Q4: 529 shares; 2025Q1: 775 shares; 2025Q2: 683 shares; 2025Q3: 671 shares; 2025Q4: 851 shares; 2026Q1: 569 shares; 2026Q2: 685 shares 685 $73.3K 0.01% +116 Timeline PRFZ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 995 shares; 2024Q4: 995 shares; 2025Q1: 995 shares; 2025Q2: 1,323 shares; 2025Q3: 1,323 shares; 2025Q4: 1,323 shares; 2026Q1: 1,304 shares; 2026Q2: 1,313 shares 1,313 $73.2K 0.01% +9 Timeline RODM LATTICE STRATEGIES TR More: the full row for LATTICE STRATEGIES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,084 shares; 2024Q4: 2,084 shares; 2025Q1: 2,084 shares; 2025Q2: 2,415 shares; 2025Q3: 1,782 shares; 2025Q4: 1,782 shares; 2026Q1: 1,729 shares; 2026Q2: 1,807 shares 1,807 $73K 0.01% +78 Timeline CPB THE CAMPBELLS COMPANY More: the full row for THE CAMPBELLS COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,011 shares; 2024Q4: 3,040 shares; 2025Q1: 3,000 shares; 2025Q2: 3,019 shares; 2025Q3: 3,136 shares; 2025Q4: 3,272 shares; 2026Q1: 3,094 shares; 2026Q2: 3,261 shares 3,261 $72.6K 0.01% +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; 2024Q3: 451 shares; 2024Q4: 397 shares; 2025Q1: 510 shares; 2025Q2: 321 shares; 2025Q3: 240 shares; 2025Q4: 230 shares; 2026Q1: 227 shares; 2026Q2: 246 shares 246 $72.6K 0.01% +19 Timeline OUSA ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,000 shares; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 1,243 shares; 2025Q3: 1,243 shares; 2025Q4: 1,243 shares; 2026Q1: 1,243 shares; 2026Q2: 1,243 shares 1,243 $72.5K 0.01% 0 Timeline RQI COHEN & STEERS QUALITY INCOM More: the full row for COHEN & STEERS QUALITY INCOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,422 shares; 2024Q4: 6,422 shares; 2025Q1: 6,422 shares; 2025Q2: 6,422 shares; 2025Q3: 6,422 shares; 2025Q4: 6,422 shares; 2026Q1: 5,885 shares; 2026Q2: 5,885 shares 5,885 $72.4K 0.01% 0 Timeline RSPA INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,381 shares; 2025Q4: 1,355 shares; 2026Q1: 1,195 shares; 2026Q2: 1,355 shares 1,355 $72.3K 0.01% +160 Timeline CEF SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,785 shares; 2025Q4: 1,785 shares; 2026Q1: 1,785 shares; 2026Q2: 1,785 shares 1,785 $71.8K 0.01% 0 Timeline Redwood Mortgage Investors 8 Redwood Mortgage Investors 8 More: the full row for Redwood Mortgage Investors 8 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 93,300 shares; 2025Q4: 71,590 shares; 2026Q1: 71,590 shares; 2026Q2: 71,590 shares 71,590 $71.6K 0.01% 0 QAI NYLIM ETF TR More: the full row for NYLIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,039 shares; 2024Q4: 2,039 shares; 2025Q1: 2,039 shares; 2025Q2: 2,039 shares; 2025Q3: 2,039 shares; 2025Q4: 2,039 shares; 2026Q1: 1,949 shares; 2026Q2: 1,949 shares 1,949 $71.3K 0.01% 0 Timeline EWP ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 114 shares; 2025Q1: 114 shares; 2025Q2: 1,117 shares; 2025Q3: 26 shares; 2025Q4: 1,201 shares; 2026Q1: 1,201 shares; 2026Q2: 1,201 shares 1,201 $71.3K 0.01% 0 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 498 shares; 2024Q4: 469 shares; 2025Q1: 444 shares; 2025Q2: 287 shares; 2025Q3: 248 shares; 2025Q4: 201 shares; 2026Q1: 171 shares; 2026Q2: 157 shares 157 $71.1K 0.01% -14 Timeline FTV FORTIVE CORP More: the full row for FORTIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,242 shares; 2024Q4: 1,195 shares; 2025Q1: 1,337 shares; 2025Q2: 1,029 shares; 2025Q3: 1,020 shares; 2025Q4: 1,428 shares; 2026Q1: 1,107 shares; 2026Q2: 1,162 shares 1,162 $71K 0.01% +55 Timeline SIL GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 73 shares; 2025Q2: 40 shares; 2025Q3: 410 shares; 2025Q4: 401 shares; 2026Q1: 917 shares; 2026Q2: 916 shares 916 $71K 0.01% -1 Timeline FELC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,691 shares; 2025Q4: 1,691 shares; 2026Q1: 1,691 shares; 2026Q2: 1,691 shares 1,691 $70.9K 0.01% 0 Timeline WTW WILLIS TOWERS WATSON PLC LTD More: the full row for WILLIS TOWERS WATSON PLC LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 256 shares; 2024Q4: 273 shares; 2025Q1: 275 shares; 2025Q2: 256 shares; 2025Q3: 261 shares; 2025Q4: 278 shares; 2026Q1: 274 shares; 2026Q2: 271 shares 271 $70.8K 0.01% -3 Timeline IFF INTERNATIONAL FLAVORS&FRAGRA More: the full row for INTERNATIONAL FLAVORS&FRAGRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 850 shares; 2024Q4: 870 shares; 2025Q1: 902 shares; 2025Q2: 874 shares; 2025Q3: 792 shares; 2025Q4: 893 shares; 2026Q1: 900 shares; 2026Q2: 893 shares 893 $70.7K 0.01% -7 Timeline UNM UNUM GROUP More: the full row for UNUM GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,570 shares; 2024Q4: 2,570 shares; 2025Q1: 2,757 shares; 2025Q2: 2,657 shares; 2025Q3: 2,657 shares; 2025Q4: 2,657 shares; 2026Q1: 789 shares; 2026Q2: 789 shares 789 $70.5K 0.01% 0 Timeline VOYA VOYA FINANCIAL INC More: the full row for VOYA FINANCIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 204 shares; 2024Q4: 204 shares; 2025Q1: 245 shares; 2025Q2: 225 shares; 2025Q3: 125 shares; 2025Q4: 125 shares; 2026Q1: 779 shares; 2026Q2: 779 shares 779 $70.5K 0.01% 0 Timeline SUSA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 523 shares; 2024Q4: 523 shares; 2025Q1: 523 shares; 2025Q2: 457 shares; 2025Q3: 457 shares; 2025Q4: 457 shares; 2026Q1: 457 shares; 2026Q2: 457 shares 457 $70.5K 0.01% 0 Timeline BSCW INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,438 shares; 2025Q2: 3,438 shares; 2025Q3: 3,438 shares; 2025Q4: 3,438 shares; 2026Q1: 3,438 shares; 2026Q2: 3,438 shares 3,438 $70.5K 0.01% 0 Timeline BBHY J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,489 shares; 2024Q4: 3,836 shares; 2025Q1: 3,930 shares; 2025Q2: 1,949 shares; 2025Q3: 1,997 shares; 2025Q4: 1,997 shares; 2026Q1: 1,549 shares; 2026Q2: 1,528 shares 1,528 $70.4K 0.01% -21 Timeline XYL XYLEM INC More: the full row for XYLEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 759 shares; 2024Q4: 727 shares; 2025Q1: 768 shares; 2025Q2: 375 shares; 2025Q3: 459 shares; 2025Q4: 500 shares; 2026Q1: 500 shares; 2026Q2: 595 shares 595 $70.4K 0.01% +95 Timeline NFLT ETFIS SER TR I More: the full row for ETFIS SER TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,065 shares 3,065 $70.3K 0.01% new Timeline UNG UNITED STS NAT GAS FD LP More: the full row for UNITED STS NAT GAS FD LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,000 shares; 2026Q2: 6,000 shares 6,000 $70.3K 0.01% 0 Timeline IMCV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 310 shares; 2024Q4: 310 shares; 2025Q1: 713 shares; 2025Q2: 832 shares; 2025Q3: 822 shares; 2025Q4: 854 shares; 2026Q1: 750 shares; 2026Q2: 762 shares 762 $69.6K 0.01% +12 Timeline FSGS FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,774 shares; 2024Q4: 1,774 shares; 2025Q1: 2,029 shares; 2025Q2: 2,029 shares; 2025Q3: 2,029 shares; 2025Q4: 2,029 shares; 2026Q1: 2,029 shares; 2026Q2: 2,201 shares 2,201 $69.6K 0.01% +172 Timeline ALC ALCON AG More: the full row for ALCON AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,230 shares; 2024Q4: 1,275 shares; 2025Q1: 1,129 shares; 2025Q2: 1,013 shares; 2025Q3: 994 shares; 2025Q4: 963 shares; 2026Q1: 963 shares; 2026Q2: 1,029 shares 1,029 $69.5K 0.01% +66 Timeline STK COLUMBIA SELIGM PREM TECH GR More: the full row for COLUMBIA SELIGM PREM TECH GR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,131 shares; 2024Q4: 1,131 shares; 2025Q1: 1,242 shares; 2025Q2: 1,242 shares; 2025Q3: 1,242 shares; 2025Q4: 1,288 shares; 2026Q1: 1,288 shares; 2026Q2: 1,288 shares 1,288 $69.4K 0.01% 0 Timeline BRO BROWN & BROWN INC More: the full row for BROWN & BROWN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,265 shares; 2024Q4: 3,448 shares; 2025Q1: 3,595 shares; 2025Q2: 524 shares; 2025Q3: 1,014 shares; 2025Q4: 1,147 shares; 2026Q1: 1,177 shares; 2026Q2: 1,072 shares 1,072 $68.8K 0.01% -105 Timeline DDWM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,488 shares; 2026Q2: 1,488 shares 1,488 $68.7K 0.01% 0 Timeline SYF SYNCHRONY FINANCIAL More: the full row for SYNCHRONY FINANCIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,116 shares; 2024Q4: 1,082 shares; 2025Q1: 1,182 shares; 2025Q2: 1,086 shares; 2025Q3: 1,086 shares; 2025Q4: 1,107 shares; 2026Q1: 992 shares; 2026Q2: 903 shares 903 $68.7K 0.01% -89 Timeline JPIB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 361 shares; 2024Q4: 361 shares; 2025Q1: 361 shares; 2025Q2: 361 shares; 2025Q3: 445 shares; 2025Q4: 78 shares; 2026Q1: 137 shares; 2026Q2: 1,407 shares 1,407 $68K 0.01% +1,270 Timeline SONY SONY GROUP CORP More: the full row for SONY GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 636 shares; 2024Q4: 3,655 shares; 2025Q1: 3,935 shares; 2025Q2: 3,789 shares; 2025Q3: 3,977 shares; 2025Q4: 4,341 shares; 2026Q1: 3,585 shares; 2026Q2: 3,387 shares 3,387 $67.9K 0.01% -198 Timeline VTRS VIATRIS INC More: the full row for VIATRIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,119 shares; 2024Q4: 10,029 shares; 2025Q1: 10,350 shares; 2025Q2: 9,952 shares; 2025Q3: 9,793 shares; 2025Q4: 4,530 shares; 2026Q1: 4,359 shares; 2026Q2: 4,278 shares 4,278 $67.9K 0.01% -81 Timeline NYM AB ACTIVE ETFS INC More: the full row for AB ACTIVE ETFS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,702 shares 2,702 $67.9K 0.01% new Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 323 shares; 2024Q4: 630 shares; 2025Q1: 3,138 shares; 2025Q2: 530 shares; 2025Q3: 516 shares; 2025Q4: 268 shares; 2026Q1: 429 shares; 2026Q2: 441 shares 441 $67.7K 0.01% +12 Timeline FLCB FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 375 shares; 2026Q2: 3,160 shares 3,160 $67.6K 0.01% +2,785 Timeline FLHY FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 768 shares; 2026Q1: 2,418 shares; 2026Q2: 2,783 shares 2,783 $67.6K 0.01% +365 Timeline ILF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,897 shares; 2025Q2: 1,443 shares; 2025Q3: 1,183 shares; 2025Q4: 1,909 shares; 2026Q1: 2,163 shares; 2026Q2: 2,002 shares 2,002 $67.6K 0.01% -161 Timeline DASH DOORDASH INC More: the full row for DOORDASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 111 shares; 2025Q2: 315 shares; 2025Q3: 311 shares; 2025Q4: 340 shares; 2026Q1: 303 shares; 2026Q2: 366 shares 366 $67.5K 0.01% +63 Timeline INCY INCYTE CORP More: the full row for INCYTE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 589 shares; 2024Q4: 589 shares; 2025Q1: 599 shares; 2025Q2: 589 shares; 2025Q3: 623 shares; 2025Q4: 579 shares; 2026Q1: 579 shares; 2026Q2: 593 shares 593 $67.2K 0.01% +14 Timeline BALL BALL CORP More: the full row for BALL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 656 shares; 2024Q4: 481 shares; 2025Q1: 665 shares; 2025Q2: 621 shares; 2025Q3: 551 shares; 2025Q4: 1,102 shares; 2026Q1: 1,102 shares; 2026Q2: 1,073 shares 1,073 $67K 0.01% -29 Timeline IBHF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,150 shares; 2025Q2: 2,345 shares; 2025Q3: 2,345 shares; 2025Q4: 2,955 shares; 2026Q1: 2,955 shares; 2026Q2: 2,955 shares 2,955 $66.9K 0.01% 0 Timeline FN FABRINET More: the full row for FABRINET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 135 shares; 2024Q4: 115 shares; 2025Q1: 166 shares; 2025Q2: 155 shares; 2025Q3: 151 shares; 2025Q4: 146 shares; 2026Q1: 142 shares; 2026Q2: 119 shares 119 $66.9K 0.01% -23 Timeline DTD WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 714 shares 714 $66.6K 0.01% new 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; 2024Q3: 232 shares; 2024Q4: 232 shares; 2025Q1: 327 shares; 2025Q2: 327 shares; 2025Q3: 301 shares; 2025Q4: 301 shares; 2026Q1: 945 shares; 2026Q2: 798 shares 798 $66.5K 0.01% -147 Timeline PSCM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 419 shares; 2024Q4: 419 shares; 2025Q1: 419 shares; 2025Q2: 419 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 627 shares; 2026Q2: 639 shares 639 $66.3K 0.01% +12 Timeline PKB INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 586 shares; 2024Q4: 586 shares; 2025Q1: 586 shares; 2025Q2: 586 shares; 2025Q3: 1,128 shares; 2025Q4: 586 shares; 2026Q1: 586 shares; 2026Q2: 586 shares 586 $65.7K 0.01% 0 Timeline TPZ TORTOISE CAPITAL SERIES TRUS More: the full row for TORTOISE CAPITAL SERIES TRUS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,000 shares; 2025Q1: 3,000 shares; 2025Q2: 3,000 shares; 2025Q3: 3,000 shares; 2025Q4: 3,000 shares; 2026Q1: 3,000 shares; 2026Q2: 3,000 shares 3,000 $65.6K 0.01% 0 Timeline PUI INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 79 shares; 2024Q4: not reported; 2025Q1: 1,377 shares; 2025Q2: 1,377 shares; 2025Q3: 1,377 shares; 2025Q4: 1,377 shares; 2026Q1: 1,377 shares; 2026Q2: 1,377 shares 1,377 $65.5K 0.01% 0 Timeline HLN HALEON PLC More: the full row for HALEON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,100 shares; 2024Q4: 8,938 shares; 2025Q1: 7,762 shares; 2025Q2: 8,794 shares; 2025Q3: 8,192 shares; 2025Q4: 8,659 shares; 2026Q1: 8,643 shares; 2026Q2: 7,015 shares 7,015 $65.5K 0.01% -1,628 Timeline DFCF DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,550 shares; 2026Q1: 1,550 shares; 2026Q2: 1,550 shares 1,550 $65.4K 0.01% 0 Timeline BOTZ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 470 shares; 2024Q4: 470 shares; 2025Q1: 470 shares; 2025Q2: 470 shares; 2025Q3: 470 shares; 2025Q4: 470 shares; 2026Q1: 471 shares; 2026Q2: 1,721 shares 1,721 $65.3K 0.01% +1,250 Timeline AKAM AKAMAI TECHNOLOGIES INC More: the full row for AKAMAI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 612 shares; 2024Q4: 567 shares; 2025Q1: 535 shares; 2025Q2: 528 shares; 2025Q3: 534 shares; 2025Q4: 534 shares; 2026Q1: 534 shares; 2026Q2: 551 shares 551 $65.1K 0.01% +17 Timeline BAM BROOKFIELD ASSET MANAGMT LTD More: the full row for BROOKFIELD ASSET MANAGMT LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,201 shares; 2024Q4: 1,201 shares; 2025Q1: 1,251 shares; 2025Q2: 1,532 shares; 2025Q3: 1,448 shares; 2025Q4: 1,448 shares; 2026Q1: 1,448 shares; 2026Q2: 1,448 shares 1,448 $64.9K 0.01% 0 Timeline BUG GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 537 shares; 2024Q4: 537 shares; 2025Q1: 537 shares; 2025Q2: 537 shares; 2025Q3: 562 shares; 2025Q4: 115 shares; 2026Q1: 115 shares; 2026Q2: 1,700 shares 1,700 $64.9K 0.01% +1,585 Timeline IGEB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,076 shares; 2024Q4: 560 shares; 2025Q1: 486 shares; 2025Q2: 419 shares; 2025Q3: 419 shares; 2025Q4: 1,126 shares; 2026Q1: 1,415 shares; 2026Q2: 1,438 shares 1,438 $64.9K 0.01% +23 Timeline NVG NUVEEN AMT FREE MUN CR INC F More: the full row for NUVEEN AMT FREE MUN CR INC F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,221 shares; 2024Q4: 23,503 shares; 2025Q1: 26,307 shares; 2025Q2: 5,039 shares; 2025Q3: 5,039 shares; 2025Q4: 5,039 shares; 2026Q1: 5,039 shares; 2026Q2: 5,039 shares 5,039 $64.5K 0.01% 0 Timeline FTGC FIRST TR EXCHANGE TRAD FD VI More: the full row for FIRST TR EXCHANGE TRAD FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,901 shares; 2024Q4: 1,901 shares; 2025Q1: 1,901 shares; 2025Q2: 1,485 shares; 2025Q3: 1,489 shares; 2025Q4: 2,370 shares; 2026Q1: 2,380 shares; 2026Q2: 2,384 shares 2,384 $64.5K 0.01% +4 Timeline NYT NEW YORK TIMES CO MTN BE More: the full row for NEW YORK TIMES CO MTN BE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 771 shares; 2024Q4: 771 shares; 2025Q1: 773 shares; 2025Q2: 776 shares; 2025Q3: 778 shares; 2025Q4: 781 shares; 2026Q1: 919 shares; 2026Q2: 921 shares 921 $64.5K 0.01% +2 Timeline VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,039 shares; 2024Q4: 1,979 shares; 2025Q1: 4,544 shares; 2025Q2: 6,264 shares; 2025Q3: 6,254 shares; 2025Q4: 6,254 shares; 2026Q1: 3,746 shares; 2026Q2: 1,092 shares 1,092 $64.4K 0.01% -2,654 Timeline TLN TALEN ENERGY CORP More: the full row for TALEN ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 61 shares; 2025Q1: 90 shares; 2025Q2: 103 shares; 2025Q3: 96 shares; 2025Q4: 88 shares; 2026Q1: 125 shares; 2026Q2: 167 shares 167 $64.2K 0.01% +42 Timeline PAYC PAYCOM SOFTWARE INC More: the full row for PAYCOM SOFTWARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 526 shares; 2024Q4: 575 shares; 2025Q1: 638 shares; 2025Q2: 658 shares; 2025Q3: 624 shares; 2025Q4: 588 shares; 2026Q1: 508 shares; 2026Q2: 510 shares 510 $64.1K 0.01% +2 Timeline QMOM EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 553 shares; 2025Q4: 553 shares; 2026Q1: 553 shares; 2026Q2: 814 shares 814 $64.1K 0.01% +261 Timeline DRAM ROUNDHILL ETF TRUST More: the full row for ROUNDHILL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 867 shares 867 $64K 0.01% new Timeline SOXQ INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 570 shares 570 $63.9K 0.01% new Timeline THNQ EXCHANGE TRADED CONCEPTS TRU More: the full row for EXCHANGE TRADED CONCEPTS TRU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 900 shares; 2024Q4: 900 shares; 2025Q1: 900 shares; 2025Q2: 900 shares; 2025Q3: 900 shares; 2025Q4: 900 shares; 2026Q1: 1,200 shares; 2026Q2: 700 shares 700 $63.8K 0.01% -500 Timeline ESGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 580 shares; 2024Q4: 580 shares; 2025Q1: 580 shares; 2025Q2: 482 shares; 2025Q3: 482 shares; 2025Q4: 482 shares; 2026Q1: 482 shares; 2026Q2: 482 shares 482 $63.7K 0.01% 0 Timeline DG DOLLAR GEN CORP More: the full row for DOLLAR GEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 895 shares; 2024Q4: 979 shares; 2025Q1: 972 shares; 2025Q2: 501 shares; 2025Q3: 418 shares; 2025Q4: 624 shares; 2026Q1: 556 shares; 2026Q2: 553 shares 553 $63.7K 0.01% -3 Timeline MTB M & T BK CORP More: the full row for M & T BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 474 shares; 2024Q4: 553 shares; 2025Q1: 644 shares; 2025Q2: 628 shares; 2025Q3: 614 shares; 2025Q4: 590 shares; 2026Q1: 580 shares; 2026Q2: 267 shares 267 $63.5K 0.01% -313 Timeline NFG NATIONAL FUEL GAS CO More: the full row for NATIONAL FUEL GAS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,060 shares; 2024Q4: 2,147 shares; 2025Q1: 2,247 shares; 2025Q2: 1,900 shares; 2025Q3: 1,925 shares; 2025Q4: 1,961 shares; 2026Q1: 1,169 shares; 2026Q2: 822 shares 822 $63.5K 0.01% -347 Timeline JBL JABIL INC More: the full row for JABIL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 57 shares; 2024Q4: 118 shares; 2025Q1: 143 shares; 2025Q2: 111 shares; 2025Q3: 146 shares; 2025Q4: 172 shares; 2026Q1: 185 shares; 2026Q2: 165 shares 165 $63.4K 0.01% -20 Timeline BBAX J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 280 shares; 2024Q4: 280 shares; 2025Q1: 1,339 shares; 2025Q2: 1,059 shares; 2025Q3: 1,059 shares; 2025Q4: 1,059 shares; 2026Q1: 1,059 shares; 2026Q2: 1,059 shares 1,059 $63.4K 0.01% 0 Timeline BIT BLACKROCK MULTI SECTOR INC T More: the full row for BLACKROCK MULTI SECTOR INC T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,309 shares; 2024Q4: 4,309 shares; 2025Q1: 5,242 shares; 2025Q2: 5,242 shares; 2025Q3: 5,242 shares; 2025Q4: 5,242 shares; 2026Q1: 5,242 shares; 2026Q2: 5,045 shares 5,045 $63.2K 0.01% -197 Timeline PGHY INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,693 shares; 2024Q4: 1,693 shares; 2025Q1: 1,441 shares; 2025Q2: 1,441 shares; 2025Q3: 1,441 shares; 2025Q4: 1,441 shares; 2026Q1: 1,441 shares; 2026Q2: 3,204 shares 3,204 $63.1K 0.01% +1,763 Timeline ZM ZOOM COMMUNICATIONS INC More: the full row for ZOOM COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 203 shares; 2024Q4: 196 shares; 2025Q1: 195 shares; 2025Q2: 194 shares; 2025Q3: 192 shares; 2025Q4: 189 shares; 2026Q1: 934 shares; 2026Q2: 729 shares 729 $62.9K 0.01% -205 Timeline EIPI FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,267 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,880 shares 2,880 $62.9K 0.01% new Timeline REMX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1 shares; 2026Q2: 709 shares 709 $62.7K 0.01% +708 Timeline FFOG FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 700 shares; 2025Q2: 700 shares; 2025Q3: 700 shares; 2025Q4: 1,100 shares; 2026Q1: 1,100 shares; 2026Q2: 1,215 shares 1,215 $62.6K 0.01% +115 Timeline XCEM COLUMBIA ETF TR II More: the full row for COLUMBIA ETF TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 415 shares; 2024Q4: 415 shares; 2025Q1: 415 shares; 2025Q2: 610 shares; 2025Q3: 610 shares; 2025Q4: 610 shares; 2026Q1: 1,179 shares; 2026Q2: 1,179 shares 1,179 $62.3K <0.01% 0 Timeline EVTR MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,443 shares; 2025Q4: 3,488 shares; 2026Q1: 1,545 shares; 2026Q2: 1,228 shares 1,228 $62.3K <0.01% -317 Timeline EQWL INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 481 shares; 2025Q4: 481 shares; 2026Q1: 481 shares; 2026Q2: 481 shares 481 $62.1K <0.01% 0 Timeline BXSL BLACKSTONE SECD LENDING FD More: the full row for BLACKSTONE SECD LENDING FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,489 shares; 2024Q4: 3,489 shares; 2025Q1: 3,388 shares; 2025Q2: 4,060 shares; 2025Q3: 4,060 shares; 2025Q4: 2,601 shares; 2026Q1: 3,401 shares; 2026Q2: 2,601 shares 2,601 $61.7K <0.01% -800 Timeline CTSH COGNIZANT TECHNOLOGY SOLUTIO More: the full row for COGNIZANT TECHNOLOGY SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,694 shares; 2024Q4: 1,762 shares; 2025Q1: 1,913 shares; 2025Q2: 1,423 shares; 2025Q3: 1,776 shares; 2025Q4: 1,783 shares; 2026Q1: 1,778 shares; 2026Q2: 1,587 shares 1,587 $61.4K <0.01% -191 Timeline KNGZ FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,530 shares; 2025Q3: 1,530 shares; 2025Q4: 1,530 shares; 2026Q1: 1,530 shares; 2026Q2: 1,530 shares 1,530 $61.3K <0.01% 0 Timeline UDIV FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,018 shares; 2026Q1: 1,018 shares; 2026Q2: 1,018 shares 1,018 $61.2K <0.01% 0 Timeline ITWO PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,302 shares 1,302 $61.1K <0.01% new Timeline SDIV GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,166 shares; 2024Q4: 1,166 shares; 2025Q1: 1,166 shares; 2025Q2: 1,166 shares; 2025Q3: 1,166 shares; 2025Q4: 1,166 shares; 2026Q1: 1,166 shares; 2026Q2: 2,500 shares 2,500 $61.1K <0.01% +1,334 Timeline STOT SSGA ACTIVE TR More: the full row for SSGA ACTIVE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 520 shares; 2024Q4: 1,542 shares; 2025Q1: 1,542 shares; 2025Q2: 1,142 shares; 2025Q3: 1,142 shares; 2025Q4: 1,297 shares; 2026Q1: 1,297 shares; 2026Q2: 1,297 shares 1,297 $61K <0.01% 0 Timeline J JACOBS SOLUTIONS INC More: the full row for JACOBS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 580 shares; 2024Q4: 628 shares; 2025Q1: 628 shares; 2025Q2: 540 shares; 2025Q3: 548 shares; 2025Q4: 548 shares; 2026Q1: 552 shares; 2026Q2: 482 shares 482 $60.7K <0.01% -70 Timeline SEIC SEI INVTS CO More: the full row for SEI INVTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 902 shares; 2024Q4: 896 shares; 2025Q1: 879 shares; 2025Q2: 873 shares; 2025Q3: 689 shares; 2025Q4: 784 shares; 2026Q1: 697 shares; 2026Q2: 692 shares 692 $60.7K <0.01% -5 Timeline TUSI TOUCHSTONE ETF TRUST More: the full row for TOUCHSTONE ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 500 shares; 2026Q2: 2,400 shares 2,400 $60.6K <0.01% +1,900 Timeline ROL ROLLINS INC More: the full row for ROLLINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,679 shares; 2024Q4: 1,668 shares; 2025Q1: 1,536 shares; 2025Q2: 1,573 shares; 2025Q3: 1,536 shares; 2025Q4: 1,484 shares; 2026Q1: 1,448 shares; 2026Q2: 1,451 shares 1,451 $60.6K <0.01% +3 Timeline IBDU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,326 shares; 2024Q4: 1,326 shares; 2025Q1: 1,309 shares; 2025Q2: 1,501 shares; 2025Q3: 1,485 shares; 2025Q4: 1,398 shares; 2026Q1: 2,646 shares; 2026Q2: 2,615 shares 2,615 $60.6K <0.01% -31 Timeline AVMV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 750 shares; 2025Q3: 750 shares; 2025Q4: 750 shares; 2026Q1: 750 shares; 2026Q2: 750 shares 750 $60.4K <0.01% 0 Timeline TSN TYSON FOODS INC More: the full row for TYSON FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,756 shares; 2024Q4: 1,798 shares; 2025Q1: 2,157 shares; 2025Q2: 2,221 shares; 2025Q3: 1,861 shares; 2025Q4: 1,063 shares; 2026Q1: 1,049 shares; 2026Q2: 1,049 shares 1,049 $60.1K <0.01% 0 Timeline GDXJ VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 336 shares; 2026Q2: 611 shares 611 $60K <0.01% +275 Timeline EXPE EXPEDIA GROUP INC More: the full row for EXPEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,098 shares; 2024Q4: 1,402 shares; 2025Q1: 2,244 shares; 2025Q2: 302 shares; 2025Q3: 296 shares; 2025Q4: 222 shares; 2026Q1: 210 shares; 2026Q2: 234 shares 234 $59.9K <0.01% +24 Timeline SJNK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,878 shares; 2024Q4: 27,206 shares; 2025Q1: 28,052 shares; 2025Q2: 1,582 shares; 2025Q3: 1,982 shares; 2025Q4: 2,093 shares; 2026Q1: 2,266 shares; 2026Q2: 2,391 shares 2,391 $59.8K <0.01% +125 Timeline TRI THOMSON REUTERS CORP More: the full row for THOMSON REUTERS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 732 shares 732 $59.8K <0.01% new Timeline EIPX FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,232 shares; 2025Q4: 1,382 shares; 2026Q1: 1,382 shares; 2026Q2: 1,903 shares 1,903 $59.6K <0.01% +521 Timeline VTR VENTAS INC More: the full row for VENTAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 226 shares; 2024Q4: 226 shares; 2025Q1: 622 shares; 2025Q2: 665 shares; 2025Q3: 1,432 shares; 2025Q4: 1,434 shares; 2026Q1: 1,439 shares; 2026Q2: 670 shares 670 $59.5K <0.01% -769 Timeline TDY TELEDYNE TECHNOLOGIES INC More: the full row for TELEDYNE TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 121 shares; 2024Q4: 173 shares; 2025Q1: 172 shares; 2025Q2: 71 shares; 2025Q3: 80 shares; 2025Q4: 78 shares; 2026Q1: 118 shares; 2026Q2: 89 shares 89 $59.4K <0.01% -29 Timeline NBET NEUBERGER BERMAN ETF TRUST More: the full row for NEUBERGER BERMAN ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,200 shares; 2025Q4: 997 shares; 2026Q1: 997 shares; 2026Q2: 1,514 shares 1,514 $59.2K <0.01% +517 Timeline OUT OUTFRONT MEDIA INC More: the full row for OUTFRONT MEDIA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,805 shares; 2025Q4: 1,805 shares; 2026Q1: 1,805 shares; 2026Q2: 1,805 shares 1,805 $59.1K <0.01% 0 Timeline PNOV INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,330 shares; 2024Q4: 1,330 shares; 2025Q1: 1,330 shares; 2025Q2: 1,330 shares; 2025Q3: 1,330 shares; 2025Q4: 1,330 shares; 2026Q1: 1,330 shares; 2026Q2: 1,330 shares 1,330 $59K <0.01% 0 Timeline JKHY HENRY JACK & ASSOC INC More: the full row for HENRY JACK & ASSOC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 157 shares; 2024Q4: 157 shares; 2025Q1: 145 shares; 2025Q2: 216 shares; 2025Q3: 214 shares; 2025Q4: 223 shares; 2026Q1: 223 shares; 2026Q2: 427 shares 427 $58.8K <0.01% +204 Timeline CCEP COCA-COLA EUROPACIFIC PARTNE More: the full row for COCA-COLA EUROPACIFIC PARTNE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,907 shares; 2024Q4: 1,907 shares; 2025Q1: 2,022 shares; 2025Q2: 1,907 shares; 2025Q3: 483 shares; 2025Q4: 483 shares; 2026Q1: 542 shares; 2026Q2: 584 shares 584 $58.6K <0.01% +42 Timeline MUFG MITSUBISHI UFJ FINANCIAL GRO More: the full row for MITSUBISHI UFJ FINANCIAL GRO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,869 shares; 2025Q1: 2,623 shares; 2025Q2: 2,623 shares; 2025Q3: 2,797 shares; 2025Q4: 2,972 shares; 2026Q1: 3,086 shares; 2026Q2: 2,948 shares 2,948 $58.6K <0.01% -138 Timeline CUZ COUSINS PPTYS INC More: the full row for COUSINS PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,939 shares; 2024Q4: 1,939 shares; 2025Q1: 1,939 shares; 2025Q2: 1,939 shares; 2025Q3: 1,944 shares; 2025Q4: 1,944 shares; 2026Q1: 1,944 shares; 2026Q2: 1,944 shares 1,944 $58.3K <0.01% 0 Timeline DECK DECKERS OUTDOOR CORP More: the full row for DECKERS OUTDOOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 90 shares; 2024Q4: 94 shares; 2025Q1: 176 shares; 2025Q2: 95 shares; 2025Q3: 95 shares; 2025Q4: 90 shares; 2026Q1: 147 shares; 2026Q2: 585 shares 585 $58.1K <0.01% +438 Timeline MRSK NORTHERN LIGHTS FD TR More: the full row for NORTHERN LIGHTS FD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,072 shares; 2024Q4: 1,314 shares; 2025Q1: 1,314 shares; 2025Q2: 1,314 shares; 2025Q3: 1,499 shares; 2025Q4: 1,499 shares; 2026Q1: 1,499 shares; 2026Q2: 1,499 shares 1,499 $57.9K <0.01% 0 Timeline PMBS PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 495 shares; 2026Q2: 1,170 shares 1,170 $57.8K <0.01% +675 Timeline XETYX EATON VANCE TAX-MANAGED DIVE More: the full row for EATON VANCE TAX-MANAGED DIVE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,035 shares; 2024Q4: 4,035 shares; 2025Q1: 4,035 shares; 2025Q2: 4,035 shares; 2025Q3: 4,035 shares; 2025Q4: 4,035 shares; 2026Q1: 3,970 shares; 2026Q2: 3,970 shares 3,970 $57.7K <0.01% 0 Timeline PWRD TCW ETF TRUST More: the full row for TCW ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 340 shares; 2025Q3: 340 shares; 2025Q4: 340 shares; 2026Q1: 327 shares; 2026Q2: 468 shares 468 $57.5K <0.01% +141 Timeline MAA MID-AMER APT CMNTYS INC More: the full row for MID-AMER APT CMNTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 424 shares; 2024Q4: 388 shares; 2025Q1: 854 shares; 2025Q2: 819 shares; 2025Q3: 448 shares; 2025Q4: 448 shares; 2026Q1: 428 shares; 2026Q2: 414 shares 414 $57.5K <0.01% -14 Timeline CLIP GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 99 shares; 2025Q4: 99 shares; 2026Q1: 99 shares; 2026Q2: 571 shares 571 $57.3K <0.01% +472 Timeline NUAG NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,718 shares 2,718 $57.2K <0.01% new Timeline CNC CENTENE CORP DEL More: the full row for CENTENE CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 773 shares; 2024Q4: 956 shares; 2025Q1: 872 shares; 2025Q2: 626 shares; 2025Q3: 701 shares; 2025Q4: 700 shares; 2026Q1: 753 shares; 2026Q2: 890 shares 890 $57.1K <0.01% +137 Timeline FEMB FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 331 shares; 2024Q4: 203 shares; 2025Q1: 142 shares; 2025Q2: 404 shares; 2025Q3: 712 shares; 2025Q4: 2,045 shares; 2026Q1: 2,159 shares; 2026Q2: 1,951 shares 1,951 $57K <0.01% -208 Timeline NZF NUVEEN MUN CR INCOME FD More: the full row for NUVEEN MUN CR INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,837 shares; 2024Q4: 4,837 shares; 2025Q1: 4,837 shares; 2025Q2: 4,837 shares; 2025Q3: 4,495 shares; 2025Q4: 4,495 shares; 2026Q1: 4,495 shares; 2026Q2: 4,495 shares 4,495 $57K <0.01% 0 Timeline POOL POOL CORP More: the full row for POOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 78 shares; 2024Q4: 138 shares; 2025Q1: 132 shares; 2025Q2: 134 shares; 2025Q3: 70 shares; 2025Q4: 125 shares; 2026Q1: 134 shares; 2026Q2: 265 shares 265 $56.9K <0.01% +131 Timeline NTRA NATERA INC More: the full row for NATERA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 181 shares; 2024Q4: 166 shares; 2025Q1: 1,461 shares; 2025Q2: 152 shares; 2025Q3: 163 shares; 2025Q4: 100 shares; 2026Q1: 181 shares; 2026Q2: 209 shares 209 $56.7K <0.01% +28 Timeline COWS AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,479 shares; 2026Q2: 1,564 shares 1,564 $56.4K <0.01% +85 Timeline B BARRICK MNG CORP More: the full row for BARRICK MNG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,100 shares; 2025Q4: 1,722 shares; 2026Q1: 1,532 shares; 2026Q2: 1,532 shares 1,532 $56.3K <0.01% 0 Timeline OAKM HARRIS OAKMARK ETF TRUST More: the full row for HARRIS OAKMARK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,748 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,095 shares; 2026Q2: 1,985 shares 1,985 $55.9K <0.01% -4,110 Timeline HAWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 877 shares; 2025Q2: 2,077 shares; 2025Q3: 1,200 shares; 2025Q4: 1,200 shares; 2026Q1: 1,200 shares; 2026Q2: 1,200 shares 1,200 $55.8K <0.01% 0 Timeline BCAT BLACKROCK CAP ALLOCATION TER More: the full row for BLACKROCK CAP ALLOCATION TER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,500 shares; 2025Q2: 3,500 shares; 2025Q3: 3,500 shares; 2025Q4: 3,500 shares; 2026Q1: 3,500 shares; 2026Q2: 3,500 shares 3,500 $55.8K <0.01% 0 Timeline MYI BLACKROCK MUNIYIELD QUALITY More: the full row for BLACKROCK MUNIYIELD QUALITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,963 shares; 2026Q2: 5,000 shares 5,000 $55.5K <0.01% +3,037 Timeline IROC INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,083 shares 1,083 $55.5K <0.01% new Timeline FLTR VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,510 shares; 2024Q4: 2,347 shares; 2025Q1: 2,347 shares; 2025Q2: 2,347 shares; 2025Q3: 1,174 shares; 2025Q4: 2,167 shares; 2026Q1: 2,192 shares; 2026Q2: 2,167 shares 2,167 $55.5K <0.01% -25 Timeline FDV FEDERATED HERMES ETF TRUST More: the full row for FEDERATED HERMES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,150 shares; 2025Q1: 3,313 shares; 2025Q2: 1,663 shares; 2025Q3: 1,663 shares; 2025Q4: 1,640 shares; 2026Q1: 1,640 shares; 2026Q2: 1,766 shares 1,766 $55.4K <0.01% +126 Timeline IMFL INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 468 shares; 2025Q3: 468 shares; 2025Q4: not reported; 2026Q1: 1,500 shares; 2026Q2: 1,612 shares 1,612 $55.4K <0.01% +112 Timeline UTF COHEN & STEERS INFRASTRUCTUR More: the full row for COHEN & STEERS INFRASTRUCTUR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,000 shares; 2024Q4: 2,000 shares; 2025Q1: 2,000 shares; 2025Q2: 2,000 shares; 2025Q3: 2,000 shares; 2025Q4: 2,000 shares; 2026Q1: 2,000 shares; 2026Q2: 2,000 shares 2,000 $55.2K <0.01% 0 Timeline CRS CARPENTER TECHNOLOGY CORP More: the full row for CARPENTER TECHNOLOGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 100 shares; 2025Q2: not reported; 2025Q3: 34 shares; 2025Q4: 34 shares; 2026Q1: 31 shares; 2026Q2: 89 shares 89 $54.9K <0.01% +58 Timeline KEY KEYCORP More: the full row for KEYCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,854 shares; 2024Q4: 2,846 shares; 2025Q1: 2,946 shares; 2025Q2: 2,863 shares; 2025Q3: 2,888 shares; 2025Q4: 2,383 shares; 2026Q1: 4,723 shares; 2026Q2: 2,369 shares 2,369 $54.6K <0.01% -2,354 Timeline DNL WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,201 shares; 2024Q4: 2,201 shares; 2025Q1: 2,037 shares; 2025Q2: 2,905 shares; 2025Q3: 2,905 shares; 2025Q4: 2,905 shares; 2026Q1: 1,182 shares; 2026Q2: 1,182 shares 1,182 $54.6K <0.01% 0 Timeline TEX TEREX CORP NEW More: the full row for TEREX CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 318 shares; 2024Q4: 339 shares; 2025Q1: 773 shares; 2025Q2: 773 shares; 2025Q3: 753 shares; 2025Q4: 753 shares; 2026Q1: 753 shares; 2026Q2: 753 shares 753 $54.5K <0.01% 0 Timeline FTA FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 430 shares; 2024Q4: 624 shares; 2025Q1: 430 shares; 2025Q2: 430 shares; 2025Q3: 613 shares; 2025Q4: 613 shares; 2026Q1: 430 shares; 2026Q2: 563 shares 563 $54.5K <0.01% +133 Timeline FDLO FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 797 shares 797 $54.5K <0.01% new Timeline HST HOST HOTELS & RESORTS INC More: the full row for HOST HOTELS & RESORTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,987 shares; 2024Q4: 845 shares; 2025Q1: 645 shares; 2025Q2: 722 shares; 2025Q3: 722 shares; 2025Q4: 927 shares; 2026Q1: 3,443 shares; 2026Q2: 2,272 shares 2,272 $53.9K <0.01% -1,171 Timeline AMG AFFILIATED MANAGERS GROUP More: the full row for AFFILIATED MANAGERS GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 94 shares; 2024Q4: 218 shares; 2025Q1: 301 shares; 2025Q2: 301 shares; 2025Q3: 274 shares; 2025Q4: 180 shares; 2026Q1: 180 shares; 2026Q2: 159 shares 159 $53.8K <0.01% -21 Timeline DBC INVESCO DB COMMDY INDX TRCK More: the full row for INVESCO DB COMMDY INDX TRCK Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,017 shares 2,017 $53.8K <0.01% new Timeline RCI ROGERS COMMUNICATIONS INC More: the full row for ROGERS COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,493 shares; 2026Q2: 1,643 shares 1,643 $53.4K <0.01% +150 Timeline XCHYX CALAMOS CONV & HIGH INCOME F More: the full row for CALAMOS CONV & HIGH INCOME F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,900 shares; 2024Q4: 3,900 shares; 2025Q1: 3,900 shares; 2025Q2: 3,900 shares; 2025Q3: 3,900 shares; 2025Q4: 3,900 shares; 2026Q1: 3,900 shares; 2026Q2: 3,900 shares 3,900 $53.1K <0.01% 0 Timeline VFMF VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 500 shares; 2024Q4: 500 shares; 2025Q1: 300 shares; 2025Q2: 300 shares; 2025Q3: 300 shares; 2025Q4: 300 shares; 2026Q1: 300 shares; 2026Q2: 300 shares 300 $53.1K <0.01% 0 Timeline ETW EATON VANCE TAX-MANAGED GLOB More: the full row for EATON VANCE TAX-MANAGED GLOB Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,500 shares; 2024Q4: 5,500 shares; 2025Q1: 5,500 shares; 2025Q2: 5,500 shares; 2025Q3: 5,500 shares; 2025Q4: 5,500 shares; 2026Q1: 5,500 shares; 2026Q2: 5,500 shares 5,500 $53K <0.01% 0 Timeline EOT EATON VANCE NATL MUN OPPORT More: the full row for EATON VANCE NATL MUN OPPORT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,000 shares; 2024Q4: 5,000 shares; 2025Q1: 3,000 shares; 2025Q2: 3,000 shares; 2025Q3: 3,000 shares; 2025Q4: 3,000 shares; 2026Q1: 3,000 shares; 2026Q2: 3,000 shares 3,000 $52.9K <0.01% 0 Timeline BWXT BWX TECHNOLOGIES INC More: the full row for BWX TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3 shares; 2024Q4: 3 shares; 2025Q1: 131 shares; 2025Q2: 31 shares; 2025Q3: 28 shares; 2025Q4: 56 shares; 2026Q1: 79 shares; 2026Q2: 269 shares 269 $52.4K <0.01% +190 Timeline NTRS NORTHERN TR CORP More: the full row for NORTHERN TR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 205 shares; 2024Q4: 205 shares; 2025Q1: 263 shares; 2025Q2: 264 shares; 2025Q3: 264 shares; 2025Q4: 275 shares; 2026Q1: 293 shares; 2026Q2: 300 shares 300 $52.2K <0.01% +7 Timeline HTO H2O AMERICA More: the full row for H2O AMERICA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 855 shares; 2024Q4: 855 shares; 2025Q1: 855 shares; 2025Q2: 855 shares; 2025Q3: 858 shares; 2025Q4: 858 shares; 2026Q1: 858 shares; 2026Q2: 858 shares 858 $52.1K <0.01% 0 Timeline Nuveen Churchill Private Ca… Nuveen Churchill Private Cap Inco… More: the full row for Nuveen Churchill Private Cap Income Fund Cl S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,966 shares; 2025Q3: 2,011 shares; 2025Q4: 2,054 shares; 2026Q1: 2,093 shares; 2026Q2: 2,134 shares 2,134 $51.9K <0.01% +41 MLPB UBS AG LONDON BRANCH More: the full row for UBS AG LONDON BRANCH Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,800 shares; 2024Q4: 1,800 shares; 2025Q1: 1,800 shares; 2025Q2: 1,800 shares; 2025Q3: 1,800 shares; 2025Q4: 1,800 shares; 2026Q1: 1,800 shares; 2026Q2: 1,800 shares 1,800 $51.8K <0.01% 0 Timeline EFT EATON VANCE FLOATING RATE IN More: the full row for EATON VANCE FLOATING RATE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,800 shares; 2024Q4: 4,800 shares; 2025Q1: 4,800 shares; 2025Q2: 4,800 shares; 2025Q3: 4,800 shares; 2025Q4: 4,800 shares; 2026Q1: 4,800 shares; 2026Q2: 4,800 shares 4,800 $51.8K <0.01% 0 Timeline LSTR LANDSTAR SYS INC More: the full row for LANDSTAR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 127 shares; 2024Q4: 127 shares; 2025Q1: 189 shares; 2025Q2: 219 shares; 2025Q3: 153 shares; 2025Q4: 277 shares; 2026Q1: 277 shares; 2026Q2: 250 shares 250 $51.7K <0.01% -27 Timeline NPO ENPRO INC More: the full row for ENPRO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 65 shares; 2024Q4: 65 shares; 2025Q1: 74 shares; 2025Q2: 74 shares; 2025Q3: 147 shares; 2025Q4: 149 shares; 2026Q1: 149 shares; 2026Q2: 137 shares 137 $51.6K <0.01% -12 Timeline QQQH NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 750 shares; 2025Q2: 750 shares; 2025Q3: 750 shares; 2025Q4: 550 shares; 2026Q1: 250 shares; 2026Q2: 921 shares 921 $51.4K <0.01% +671 Timeline IVOV VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 450 shares; 2025Q2: 450 shares; 2025Q3: 450 shares; 2025Q4: 450 shares; 2026Q1: 450 shares; 2026Q2: 450 shares 450 $51.3K <0.01% 0 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,709 shares; 2024Q4: 2,243 shares; 2025Q1: 2,591 shares; 2025Q2: 2,608 shares; 2025Q3: 1,163 shares; 2025Q4: 1,001 shares; 2026Q1: 1,089 shares; 2026Q2: 1,046 shares 1,046 $51.3K <0.01% -43 Timeline IHF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 925 shares; 2024Q4: 925 shares; 2025Q1: 925 shares; 2025Q2: 925 shares; 2025Q3: 925 shares; 2025Q4: 925 shares; 2026Q1: 925 shares; 2026Q2: 925 shares 925 $51.2K <0.01% 0 Timeline SLF SUN LIFE FINANCIAL INC. More: the full row for SUN LIFE FINANCIAL INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 185 shares; 2024Q4: 186 shares; 2025Q1: 186 shares; 2025Q2: 429 shares; 2025Q3: 497 shares; 2025Q4: 497 shares; 2026Q1: 497 shares; 2026Q2: 651 shares 651 $51.1K <0.01% +154 Timeline HTD HANCOCK JOHN TAX-ADVANTAGED More: the full row for HANCOCK JOHN TAX-ADVANTAGED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,000 shares; 2024Q4: 2,000 shares; 2025Q1: 2,000 shares; 2025Q2: 2,000 shares; 2025Q3: 2,000 shares; 2025Q4: 2,000 shares; 2026Q1: 2,000 shares; 2026Q2: 2,000 shares 2,000 $51K <0.01% 0 Timeline ICLN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,566 shares; 2024Q4: 2,241 shares; 2025Q1: 2,401 shares; 2025Q2: 2,241 shares; 2025Q3: 2,241 shares; 2025Q4: 2,645 shares; 2026Q1: 2,514 shares; 2026Q2: 2,480 shares 2,480 $50.8K <0.01% -34 Timeline WDIV SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 235 shares; 2024Q4: 235 shares; 2025Q1: 235 shares; 2025Q2: 635 shares; 2025Q3: 635 shares; 2025Q4: 635 shares; 2026Q1: 635 shares; 2026Q2: 635 shares 635 $50.7K <0.01% 0 Timeline CTRE CARETRUST REIT INC More: the full row for CARETRUST REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 198 shares; 2024Q4: 198 shares; 2025Q1: 198 shares; 2025Q2: 2,828 shares; 2025Q3: 3,015 shares; 2025Q4: 3,238 shares; 2026Q1: 2,098 shares; 2026Q2: 1,257 shares 1,257 $50.7K <0.01% -841 Timeline Batop LLC Equipment Batop LLC Equipment More: the full row for Batop LLC Equipment Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1 shares; 2026Q1: 1 shares; 2026Q2: 1 shares 1 $50.6K <0.01% 0 NTRL FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,043 shares; 2025Q4: 2,304 shares; 2026Q1: 2,304 shares; 2026Q2: 2,449 shares 2,449 $50.5K <0.01% +145 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 239 shares; 2024Q4: 372 shares; 2025Q1: 368 shares; 2025Q2: 169 shares; 2025Q3: 169 shares; 2025Q4: 169 shares; 2026Q1: 169 shares; 2026Q2: 169 shares 169 $50.5K <0.01% 0 Timeline SE SEA LTD More: the full row for SEA LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 43 shares; 2024Q4: 247 shares; 2025Q1: 304 shares; 2025Q2: 337 shares; 2025Q3: 279 shares; 2025Q4: 249 shares; 2026Q1: 393 shares; 2026Q2: 527 shares 527 $50.5K <0.01% +134 Timeline JPSE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,263 shares; 2024Q4: 1,127 shares; 2025Q1: 1,101 shares; 2025Q2: 1,101 shares; 2025Q3: 685 shares; 2025Q4: 685 shares; 2026Q1: 1,172 shares; 2026Q2: 837 shares 837 $50.4K <0.01% -335 Timeline ACIO ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,793 shares; 2025Q1: 3,739 shares; 2025Q2: 1,963 shares; 2025Q3: 2,376 shares; 2025Q4: 3,247 shares; 2026Q1: 3,247 shares; 2026Q2: 1,087 shares 1,087 $50.2K <0.01% -2,160 Timeline HGER HARBOR ETF TRUST More: the full row for HARBOR ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,709 shares 1,709 $50.1K <0.01% new Timeline Silver Star Properties REIT… Silver Star Properties REIT, Inc More: the full row for Silver Star Properties REIT, Inc Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 24,770 shares; 2026Q1: 24,770 shares; 2026Q2: 24,770 shares 24,770 $49.8K <0.01% 0 ILMN ILLUMINA INC More: the full row for ILLUMINA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 473 shares; 2024Q4: 443 shares; 2025Q1: 158 shares; 2025Q2: 234 shares; 2025Q3: 225 shares; 2025Q4: 207 shares; 2026Q1: 243 shares; 2026Q2: 283 shares 283 $49.8K <0.01% +40 Timeline MC MOELIS & CO More: the full row for MOELIS & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,060 shares; 2024Q4: 1,106 shares; 2025Q1: 1,077 shares; 2025Q2: 416 shares; 2025Q3: 599 shares; 2025Q4: 673 shares; 2026Q1: 802 shares; 2026Q2: 760 shares 760 $49.7K <0.01% -42 Timeline XHB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 45 shares; 2024Q4: 36 shares; 2025Q1: 322 shares; 2025Q2: 734 shares; 2025Q3: 1,334 shares; 2025Q4: 734 shares; 2026Q1: 322 shares; 2026Q2: 430 shares 430 $49.7K <0.01% +108 Timeline YUMC YUM CHINA HLDGS INC More: the full row for YUM CHINA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,378 shares; 2024Q4: 2,355 shares; 2025Q1: 2,386 shares; 2025Q2: 471 shares; 2025Q3: 4,226 shares; 2025Q4: 458 shares; 2026Q1: 458 shares; 2026Q2: 1,213 shares 1,213 $49.6K <0.01% +755 Timeline RJF RAYMOND JAMES FINL INC More: the full row for RAYMOND JAMES FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 393 shares; 2024Q4: 487 shares; 2025Q1: 382 shares; 2025Q2: 418 shares; 2025Q3: 418 shares; 2025Q4: 416 shares; 2026Q1: 388 shares; 2026Q2: 326 shares 326 $49.6K <0.01% -62 Timeline GVAL CAMBRIA ETF TR More: the full row for CAMBRIA ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,698 shares; 2025Q3: 6,206 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,374 shares 1,374 $49.5K <0.01% new Timeline HPI HANCOCK JOHN PFD INCOME FD More: the full row for HANCOCK JOHN PFD INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 553 shares; 2024Q4: 553 shares; 2025Q1: 553 shares; 2025Q2: 553 shares; 2025Q3: 553 shares; 2025Q4: 553 shares; 2026Q1: 553 shares; 2026Q2: 3,053 shares 3,053 $49.5K <0.01% +2,500 Timeline FNDX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,971 shares; 2025Q2: 3,901 shares; 2025Q3: 3,567 shares; 2025Q4: 4,239 shares; 2026Q1: 1,125 shares; 2026Q2: 1,589 shares 1,589 $49.4K <0.01% +464 Timeline BMOP BNY MELLON ETF TRUST II More: the full row for BNY MELLON ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,960 shares 1,960 $49.4K <0.01% new Timeline HAL HALLIBURTON CO More: the full row for HALLIBURTON CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,635 shares; 2024Q4: 5,639 shares; 2025Q1: 1,207 shares; 2025Q2: 980 shares; 2025Q3: 1,310 shares; 2025Q4: 1,202 shares; 2026Q1: 1,655 shares; 2026Q2: 1,448 shares 1,448 $49.2K <0.01% -207 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; 2024Q3: 5,084 shares; 2024Q4: 3,257 shares; 2025Q1: 3,822 shares; 2025Q2: 3,012 shares; 2025Q3: 2,850 shares; 2025Q4: 2,927 shares; 2026Q1: 2,642 shares; 2026Q2: 2,305 shares 2,305 $49.1K <0.01% -337 Timeline IGPT INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 70 shares; 2024Q4: 142 shares; 2025Q1: 142 shares; 2025Q2: 142 shares; 2025Q3: 142 shares; 2025Q4: 142 shares; 2026Q1: 472 shares; 2026Q2: 472 shares 472 $49.1K <0.01% 0 Timeline BLDR BUILDERS FIRSTSOURCE INC More: the full row for BUILDERS FIRSTSOURCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 642 shares; 2024Q4: 537 shares; 2025Q1: 489 shares; 2025Q2: 341 shares; 2025Q3: 320 shares; 2025Q4: 518 shares; 2026Q1: 483 shares; 2026Q2: 549 shares 549 $49.1K <0.01% +66 Timeline CPT CAMDEN PPTY TR More: the full row for CAMDEN PPTY TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10 shares; 2024Q4: 57 shares; 2025Q1: 198 shares; 2025Q2: 431 shares; 2025Q3: 396 shares; 2025Q4: 398 shares; 2026Q1: 391 shares; 2026Q2: 429 shares 429 $49.1K <0.01% +38 Timeline IGLD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,329 shares 2,329 $49K <0.01% new Timeline SMOT VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 890 shares; 2024Q4: 890 shares; 2025Q1: 4,039 shares; 2025Q2: 1,659 shares; 2025Q3: 1,659 shares; 2025Q4: 1,659 shares; 2026Q1: 1,659 shares; 2026Q2: 1,259 shares 1,259 $48.9K <0.01% -400 Timeline SPGP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,329 shares; 2024Q4: 2,329 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 90 shares; 2026Q1: 422 shares; 2026Q2: 400 shares 400 $48.9K <0.01% -22 Timeline EMN EASTMAN CHEM CO More: the full row for EASTMAN CHEM CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 734 shares; 2024Q4: 837 shares; 2025Q1: 834 shares; 2025Q2: 1,120 shares; 2025Q3: 667 shares; 2025Q4: 739 shares; 2026Q1: 740 shares; 2026Q2: 729 shares 729 $48.8K <0.01% -11 Timeline AEIS ADVANCED ENERGY INDS More: the full row for ADVANCED ENERGY INDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 79 shares; 2024Q4: 79 shares; 2025Q1: 79 shares; 2025Q2: 79 shares; 2025Q3: 152 shares; 2025Q4: 165 shares; 2026Q1: 126 shares; 2026Q2: 130 shares 130 $48.5K <0.01% +4 Timeline GAUG FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,169 shares; 2025Q4: 1,169 shares; 2026Q1: 1,169 shares; 2026Q2: 1,169 shares 1,169 $48.4K <0.01% 0 Timeline SGI SOMNIGROUP INTERNATIONAL INC More: the full row for SOMNIGROUP INTERNATIONAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 370 shares; 2024Q4: 552 shares; 2025Q1: 552 shares; 2025Q2: 508 shares; 2025Q3: 514 shares; 2025Q4: 535 shares; 2026Q1: 514 shares; 2026Q2: 617 shares 617 $48.4K <0.01% +103 Timeline APTV APTIV PLC More: the full row for APTIV PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,237 shares; 2025Q1: 1,282 shares; 2025Q2: 1,324 shares; 2025Q3: 1,263 shares; 2025Q4: 1,112 shares; 2026Q1: 799 shares; 2026Q2: 788 shares 788 $48.4K <0.01% -11 Timeline FLBL FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 783 shares; 2025Q3: 2,108 shares; 2025Q4: 2,140 shares; 2026Q1: 2,093 shares; 2026Q2: 2,106 shares 2,106 $48.3K <0.01% +13 Timeline IAUI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 996 shares 996 $48.3K <0.01% new Timeline URTH ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 238 shares; 2024Q4: 238 shares; 2025Q1: 238 shares; 2025Q2: 238 shares; 2025Q3: 238 shares; 2025Q4: 238 shares; 2026Q1: 238 shares; 2026Q2: 238 shares 238 $48.2K <0.01% 0 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; 2024Q3: 2,266 shares; 2024Q4: 2,305 shares; 2025Q1: 1,426 shares; 2025Q2: 1,481 shares; 2025Q3: 1,380 shares; 2025Q4: 1,468 shares; 2026Q1: 1,207 shares; 2026Q2: 753 shares 753 $48.2K <0.01% -454 Timeline FISR SSGA ACTIVE TR More: the full row for SSGA ACTIVE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,498 shares; 2025Q2: 1,848 shares; 2025Q3: 627 shares; 2025Q4: 1,300 shares; 2026Q1: 1,283 shares; 2026Q2: 1,878 shares 1,878 $48.2K <0.01% +595 Timeline FTDR FRONTDOOR INC More: the full row for FRONTDOOR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 155 shares; 2024Q4: 155 shares; 2025Q1: 155 shares; 2025Q2: 155 shares; 2025Q3: 158 shares; 2025Q4: 563 shares; 2026Q1: 674 shares; 2026Q2: 619 shares 619 $48K <0.01% -55 Timeline STLD STEEL DYNAMICS INC More: the full row for STEEL DYNAMICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 291 shares; 2024Q4: 285 shares; 2025Q1: 334 shares; 2025Q2: 242 shares; 2025Q3: 196 shares; 2025Q4: 214 shares; 2026Q1: 209 shares; 2026Q2: 209 shares 209 $48K <0.01% 0 Timeline WCN WASTE CONNECTIONS INC More: the full row for WASTE CONNECTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 60 shares; 2024Q4: 152 shares; 2025Q1: 288 shares; 2025Q2: 287 shares; 2025Q3: 287 shares; 2025Q4: 287 shares; 2026Q1: 287 shares; 2026Q2: 287 shares 287 $47.8K <0.01% 0 Timeline COO COOPER COS INC More: the full row for COOPER COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,834 shares; 2024Q4: 978 shares; 2025Q1: 1,021 shares; 2025Q2: 1,278 shares; 2025Q3: 941 shares; 2025Q4: 1,241 shares; 2026Q1: 637 shares; 2026Q2: 666 shares 666 $47.8K <0.01% +29 Timeline GAB GABELLI EQUITY TR INC More: the full row for GABELLI EQUITY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,400 shares; 2026Q2: 8,400 shares 8,400 $47.5K <0.01% 0 Timeline BKHY BNY MELLON ETF TRUST More: the full row for BNY MELLON ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 400 shares; 2025Q1: 400 shares; 2025Q2: 400 shares; 2025Q3: 400 shares; 2025Q4: 400 shares; 2026Q1: 995 shares; 2026Q2: 995 shares 995 $47.4K <0.01% 0 Timeline DPZ DOMINOS PIZZA INC More: the full row for DOMINOS PIZZA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 108 shares; 2024Q4: 145 shares; 2025Q1: 72 shares; 2025Q2: 118 shares; 2025Q3: 137 shares; 2025Q4: 172 shares; 2026Q1: 246 shares; 2026Q2: 160 shares 160 $47.4K <0.01% -86 Timeline QVML INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,212 shares; 2025Q3: 1,212 shares; 2025Q4: 1,162 shares; 2026Q1: 1,162 shares; 2026Q2: 1,071 shares 1,071 $47.3K <0.01% -91 Timeline ON ON SEMICONDUCTOR CORP More: the full row for ON SEMICONDUCTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 470 shares; 2024Q4: 525 shares; 2025Q1: 594 shares; 2025Q2: 302 shares; 2025Q3: 522 shares; 2025Q4: 394 shares; 2026Q1: 409 shares; 2026Q2: 498 shares 498 $47.1K <0.01% +89 Timeline ETG EATON VANCE TX ADV GLBL DIV More: the full row for EATON VANCE TX ADV GLBL DIV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,630 shares; 2026Q2: 2,000 shares 2,000 $47.1K <0.01% -630 Timeline CPER UNITED STS COMMODITY INDEX F More: the full row for UNITED STS COMMODITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,414 shares; 2025Q3: 125 shares; 2025Q4: 2,142 shares; 2026Q1: not reported; 2026Q2: 1,245 shares 1,245 $47K <0.01% new Timeline ITRI ITRON INC More: the full row for ITRON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 150 shares; 2024Q4: 148 shares; 2025Q1: 145 shares; 2025Q2: 142 shares; 2025Q3: 129 shares; 2025Q4: 274 shares; 2026Q1: 297 shares; 2026Q2: 542 shares 542 $46.9K <0.01% +245 Timeline SILJ AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,800 shares; 2026Q2: 1,800 shares 1,800 $46.7K <0.01% 0 Timeline CHAT TIDAL TRUST II More: the full row for TIDAL TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 543 shares; 2026Q2: 469 shares 469 $46.3K <0.01% -74 Timeline LDSF FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,540 shares; 2024Q4: 3,540 shares; 2025Q1: 3,540 shares; 2025Q2: 2,994 shares; 2025Q3: 2,448 shares; 2025Q4: 2,448 shares; 2026Q1: 2,448 shares; 2026Q2: 2,448 shares 2,448 $46.3K <0.01% 0 Timeline PSCT INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 500 shares 500 $46.2K <0.01% new Timeline CRAK VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,000 shares; 2026Q2: 1,000 shares 1,000 $46.1K <0.01% 0 Timeline EFC ELLINGTON FINANCIAL INC More: the full row for ELLINGTON FINANCIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,666 shares; 2024Q4: 4,666 shares; 2025Q1: 4,666 shares; 2025Q2: 5,016 shares; 2025Q3: 5,016 shares; 2025Q4: 5,016 shares; 2026Q1: 5,016 shares; 2026Q2: 3,385 shares 3,385 $46.1K <0.01% -1,631 Timeline BSJT INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 356 shares; 2025Q1: 368 shares; 2025Q2: 449 shares; 2025Q3: 449 shares; 2025Q4: 1,925 shares; 2026Q1: 2,175 shares; 2026Q2: 2,175 shares 2,175 $46K <0.01% 0 Timeline FTXN FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 600 shares; 2024Q4: 600 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,146 shares; 2026Q2: 1,374 shares 1,374 $45.9K <0.01% +228 Timeline RLY SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 600 shares; 2024Q4: 600 shares; 2025Q1: 600 shares; 2025Q2: 600 shares; 2025Q3: 600 shares; 2025Q4: 600 shares; 2026Q1: 600 shares; 2026Q2: 1,325 shares 1,325 $45.7K <0.01% +725 Timeline BCPL BNY MELLON ETF TRUST II More: the full row for BNY MELLON ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,833 shares 1,833 $45.7K <0.01% new Timeline BRBR BELLRING BRANDS INC More: the full row for BELLRING BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,666 shares; 2024Q4: 3,666 shares; 2025Q1: 3,526 shares; 2025Q2: 3,526 shares; 2025Q3: 3,526 shares; 2025Q4: 3,526 shares; 2026Q1: 3,526 shares; 2026Q2: 3,526 shares 3,526 $45.6K <0.01% 0 Timeline EPS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 839 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 585 shares; 2026Q2: 585 shares 585 $45.5K <0.01% 0 Timeline HTGC HERCULES CAPITAL INC More: the full row for HERCULES CAPITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 681 shares; 2024Q4: 681 shares; 2025Q1: 500 shares; 2025Q2: 3,381 shares; 2025Q3: 3,381 shares; 2025Q4: 3,381 shares; 2026Q1: 2,881 shares; 2026Q2: 2,881 shares 2,881 $45.4K <0.01% 0 Timeline BBN BLACKROCK TAX MUNICPAL BD TR More: the full row for BLACKROCK TAX MUNICPAL BD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,800 shares; 2024Q4: 2,800 shares; 2025Q1: 2,800 shares; 2025Q2: 2,800 shares; 2025Q3: 2,800 shares; 2025Q4: 2,800 shares; 2026Q1: 2,800 shares; 2026Q2: 2,800 shares 2,800 $45.3K <0.01% 0 Timeline BIIB BIOGEN INC More: the full row for BIOGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 251 shares; 2024Q4: 131 shares; 2025Q1: 229 shares; 2025Q2: 166 shares; 2025Q3: 155 shares; 2025Q4: 175 shares; 2026Q1: 200 shares; 2026Q2: 209 shares 209 $45.2K <0.01% +9 Timeline IEUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 651 shares; 2024Q4: 651 shares; 2025Q1: 651 shares; 2025Q2: 651 shares; 2025Q3: 868 shares; 2025Q4: 868 shares; 2026Q1: 868 shares; 2026Q2: 651 shares 651 $45.1K <0.01% -217 Timeline SMIN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 118 shares; 2024Q4: not reported; 2025Q1: 156 shares; 2025Q2: 140 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 636 shares 636 $45K <0.01% new Timeline QXO QXO INC More: the full row for QXO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 426 shares; 2026Q1: 1,684 shares; 2026Q2: 2,596 shares 2,596 $44.9K <0.01% +912 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,266 shares; 2024Q4: 9,006 shares; 2025Q1: 8,864 shares; 2025Q2: 8,771 shares; 2025Q3: 9,420 shares; 2025Q4: 6,950 shares; 2026Q1: 1,202 shares; 2026Q2: 1,038 shares 1,038 $44.8K <0.01% -164 Timeline SMBC SOUTHERN MO BANCORP INC More: the full row for SOUTHERN MO BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 587 shares; 2025Q3: 587 shares; 2025Q4: 587 shares; 2026Q1: 587 shares; 2026Q2: 587 shares 587 $44.8K <0.01% 0 Timeline FSLR FIRST SOLAR INC More: the full row for FIRST SOLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,186 shares; 2024Q4: 86 shares; 2025Q1: 10 shares; 2025Q2: 271 shares; 2025Q3: 979 shares; 2025Q4: 979 shares; 2026Q1: 979 shares; 2026Q2: 188 shares 188 $44.4K <0.01% -791 Timeline ADC AGREE RLTY CORP More: the full row for AGREE RLTY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,741 shares; 2024Q4: 1,689 shares; 2025Q1: 1,711 shares; 2025Q2: 1,621 shares; 2025Q3: 1,673 shares; 2025Q4: 1,469 shares; 2026Q1: 1,019 shares; 2026Q2: 584 shares 584 $44.2K <0.01% -435 Timeline NBB NUVEEN TAXABLE MUNICPAL INM More: the full row for NUVEEN TAXABLE MUNICPAL INM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,800 shares; 2024Q4: 2,800 shares; 2025Q1: 2,800 shares; 2025Q2: 2,800 shares; 2025Q3: 2,800 shares; 2025Q4: 2,800 shares; 2026Q1: 2,800 shares; 2026Q2: 2,800 shares 2,800 $44.2K <0.01% 0 Timeline NWG NATWEST GROUP PLC More: the full row for NATWEST GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,735 shares; 2024Q4: 2,529 shares; 2025Q1: 2,787 shares; 2025Q2: 3,200 shares; 2025Q3: 3,366 shares; 2025Q4: 4,307 shares; 2026Q1: 3,543 shares; 2026Q2: 2,506 shares 2,506 $44.2K <0.01% -1,037 Timeline HFXI NYLIM ETF TR More: the full row for NYLIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,044 shares; 2024Q4: 1,044 shares; 2025Q1: 1,044 shares; 2025Q2: 1,044 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,158 shares 1,158 $44.1K <0.01% new Timeline BETZ LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,352 shares 2,352 $44K <0.01% new Timeline JMTG J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,013 shares; 2025Q4: 867 shares; 2026Q1: 867 shares; 2026Q2: 867 shares 867 $43.9K <0.01% 0 Timeline SUN SUNOCO LP/SUNOCO FIN CORP More: the full row for SUNOCO LP/SUNOCO FIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 650 shares; 2024Q4: 650 shares; 2025Q1: 650 shares; 2025Q2: 650 shares; 2025Q3: 650 shares; 2025Q4: 650 shares; 2026Q1: 650 shares; 2026Q2: 650 shares 650 $43.9K <0.01% 0 Timeline RSPF INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,847 shares; 2024Q4: 6,847 shares; 2025Q1: 6,847 shares; 2025Q2: 3,293 shares; 2025Q3: 3,122 shares; 2025Q4: 3,122 shares; 2026Q1: 3,122 shares; 2026Q2: 564 shares 564 $43.7K <0.01% -2,558 Timeline DHS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 120 shares; 2024Q4: 120 shares; 2025Q1: 120 shares; 2025Q2: 120 shares; 2025Q3: 284 shares; 2025Q4: 384 shares; 2026Q1: 384 shares; 2026Q2: 384 shares 384 $43.7K <0.01% 0 Timeline OBDC BLUE OWL CAPITAL CORPORATION More: the full row for BLUE OWL CAPITAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,374 shares; 2024Q4: 1,674 shares; 2025Q1: 1,674 shares; 2025Q2: 3,123 shares; 2025Q3: 3,805 shares; 2025Q4: 4,000 shares; 2026Q1: 4,000 shares; 2026Q2: 4,000 shares 4,000 $43.5K <0.01% 0 Timeline SHRY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,017 shares; 2025Q3: 1,017 shares; 2025Q4: 1,017 shares; 2026Q1: 1,017 shares; 2026Q2: 1,017 shares 1,017 $43.5K <0.01% 0 Timeline IYR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,144 shares; 2024Q4: 3,009 shares; 2025Q1: 2,993 shares; 2025Q2: 815 shares; 2025Q3: 425 shares; 2025Q4: 425 shares; 2026Q1: 432 shares; 2026Q2: 423 shares 423 $43.3K <0.01% -9 Timeline ALLE ALLEGION PLC More: the full row for ALLEGION PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 205 shares; 2024Q4: 320 shares; 2025Q1: 355 shares; 2025Q2: 321 shares; 2025Q3: 365 shares; 2025Q4: 391 shares; 2026Q1: 294 shares; 2026Q2: 307 shares 307 $43.1K <0.01% +13 Timeline DEM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,388 shares; 2024Q4: 9,553 shares; 2025Q1: 9,028 shares; 2025Q2: 9,990 shares; 2025Q3: 10,430 shares; 2025Q4: 8,271 shares; 2026Q1: 8,325 shares; 2026Q2: 799 shares 799 $43K <0.01% -7,526 Timeline LII LENNOX INTL INC More: the full row for LENNOX INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 72 shares; 2024Q4: 117 shares; 2025Q1: 85 shares; 2025Q2: 81 shares; 2025Q3: 81 shares; 2025Q4: 80 shares; 2026Q1: 80 shares; 2026Q2: 75 shares 75 $43K <0.01% -5 Timeline POR PORTLAND GEN ELEC CO More: the full row for PORTLAND GEN ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 454 shares; 2024Q4: 390 shares; 2025Q1: 634 shares; 2025Q2: 1,433 shares; 2025Q3: 313 shares; 2025Q4: 552 shares; 2026Q1: 912 shares; 2026Q2: 827 shares 827 $42.9K <0.01% -85 Timeline HEI-A HEICO CORP NEW More: the full row for HEICO CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 128 shares; 2025Q1: 148 shares; 2025Q2: 148 shares; 2025Q3: 148 shares; 2025Q4: 127 shares; 2026Q1: 166 shares; 2026Q2: 166 shares 166 $42.8K <0.01% 0 Timeline UDR UDR INC More: the full row for UDR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,086 shares; 2024Q4: 1,086 shares; 2025Q1: 1,086 shares; 2025Q2: 1,095 shares; 2025Q3: 1,081 shares; 2025Q4: 1,073 shares; 2026Q1: 1,083 shares; 2026Q2: 1,071 shares 1,071 $42.8K <0.01% -12 Timeline ALSN ALLISON TRANSMISSION HLDGS I More: the full row for ALLISON TRANSMISSION HLDGS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 426 shares; 2024Q4: 479 shares; 2025Q1: 636 shares; 2025Q2: 564 shares; 2025Q3: 489 shares; 2025Q4: 489 shares; 2026Q1: 378 shares; 2026Q2: 378 shares 378 $42.6K <0.01% 0 Timeline XRMI GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,472 shares; 2024Q4: 2,472 shares; 2025Q1: 2,472 shares; 2025Q2: 2,472 shares; 2025Q3: 2,472 shares; 2025Q4: 2,472 shares; 2026Q1: 2,472 shares; 2026Q2: 2,472 shares 2,472 $42.5K <0.01% 0 Timeline TOWN TOWNEBANK PORTSMOUTH VA More: the full row for TOWNEBANK PORTSMOUTH VA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,169 shares; 2025Q3: 1,169 shares; 2025Q4: 1,169 shares; 2026Q1: 1,169 shares; 2026Q2: 1,169 shares 1,169 $42.4K <0.01% 0 Timeline RAL RALLIANT CORP More: the full row for RALLIANT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 309 shares; 2025Q4: 385 shares; 2026Q1: 574 shares; 2026Q2: 574 shares 574 $42.3K <0.01% 0 Timeline COHU COHU INC More: the full row for COHU INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 206 shares; 2024Q4: 206 shares; 2025Q1: 256 shares; 2025Q2: 256 shares; 2025Q3: 610 shares; 2025Q4: 808 shares; 2026Q1: 808 shares; 2026Q2: 571 shares 571 $42.2K <0.01% -237 Timeline EEMA ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 174 shares; 2025Q1: not reported; 2025Q2: 120 shares; 2025Q3: 227 shares; 2025Q4: 742 shares; 2026Q1: 575 shares; 2026Q2: 360 shares 360 $42.1K <0.01% -215 Timeline WST WEST PHARMACEUTICAL SVSC INC More: the full row for WEST PHARMACEUTICAL SVSC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 57 shares; 2024Q4: 136 shares; 2025Q1: 176 shares; 2025Q2: 120 shares; 2025Q3: 39 shares; 2025Q4: 100 shares; 2026Q1: 103 shares; 2026Q2: 117 shares 117 $42K <0.01% +14 Timeline JBHT HUNT J B TRANS SVCS INC More: the full row for HUNT J B TRANS SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27 shares; 2024Q4: 28 shares; 2025Q1: 128 shares; 2025Q2: 202 shares; 2025Q3: 223 shares; 2025Q4: 223 shares; 2026Q1: 223 shares; 2026Q2: 145 shares 145 $42K <0.01% -78 Timeline PXH INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 277 shares; 2024Q4: 240 shares; 2025Q1: 1,750 shares; 2025Q2: 1,711 shares; 2025Q3: 1,711 shares; 2025Q4: 1,711 shares; 2026Q1: 1,688 shares; 2026Q2: 1,500 shares 1,500 $41.8K <0.01% -188 Timeline RYAAY RYANAIR HOLDINGS PLC More: the full row for RYANAIR HOLDINGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 214 shares; 2024Q4: 335 shares; 2025Q1: 392 shares; 2025Q2: 392 shares; 2025Q3: 500 shares; 2025Q4: 620 shares; 2026Q1: 620 shares; 2026Q2: 645 shares 645 $41.8K <0.01% +25 Timeline HISF FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 942 shares; 2025Q4: 942 shares; 2026Q1: 942 shares; 2026Q2: 942 shares 942 $41.8K <0.01% 0 Timeline EVRG EVERGY INC More: the full row for EVERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 468 shares; 2024Q4: 468 shares; 2025Q1: 446 shares; 2025Q2: 446 shares; 2025Q3: 456 shares; 2025Q4: 482 shares; 2026Q1: 482 shares; 2026Q2: 482 shares 482 $41.7K <0.01% 0 Timeline HYLB DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 945 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 580 shares; 2025Q4: 570 shares; 2026Q1: 1,140 shares; 2026Q2: 1,140 shares 1,140 $41.6K <0.01% 0 Timeline IAI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 225 shares; 2024Q4: 194 shares; 2025Q1: 127 shares; 2025Q2: 507 shares; 2025Q3: 369 shares; 2025Q4: 362 shares; 2026Q1: 237 shares; 2026Q2: 237 shares 237 $41.6K <0.01% 0 Timeline KDP KEURIG DR PEPPER INC More: the full row for KEURIG DR PEPPER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,967 shares; 2024Q4: 1,813 shares; 2025Q1: 1,285 shares; 2025Q2: 1,624 shares; 2025Q3: 1,189 shares; 2025Q4: 1,285 shares; 2026Q1: 1,249 shares; 2026Q2: 1,269 shares 1,269 $41.5K <0.01% +20 Timeline ALBEMARLE CORP ALBEMARLE CORP More: the full row for ALBEMARLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 350 shares; 2024Q4: 350 shares; 2025Q1: 750 shares; 2025Q2: 750 shares; 2025Q3: 750 shares; 2025Q4: 750 shares; 2026Q1: 750 shares; 2026Q2: 750 shares 750 $41.5K <0.01% 0 HEGD LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 49,153 shares; 2026Q1: 1,553 shares; 2026Q2: 1,553 shares 1,553 $41.4K <0.01% 0 Timeline ING ING GROEP N.V. More: the full row for ING GROEP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 457 shares; 2025Q2: 524 shares; 2025Q3: 1,626 shares; 2025Q4: 1,676 shares; 2026Q1: 934 shares; 2026Q2: 1,319 shares 1,319 $41.4K <0.01% +385 Timeline BBAG J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,854 shares; 2024Q4: 3,854 shares; 2025Q1: 4,397 shares; 2025Q2: 7,012 shares; 2025Q3: 6,998 shares; 2025Q4: 3,682 shares; 2026Q1: 3,682 shares; 2026Q2: 900 shares 900 $41.4K <0.01% -2,782 Timeline IYC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 330 shares; 2024Q4: 434 shares; 2025Q1: 352 shares; 2025Q2: 352 shares; 2025Q3: 352 shares; 2025Q4: 352 shares; 2026Q1: 409 shares; 2026Q2: 409 shares 409 $41.4K <0.01% 0 Timeline CMBS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 848 shares; 2024Q4: 848 shares; 2025Q1: 848 shares; 2025Q2: 848 shares; 2025Q3: 848 shares; 2025Q4: 848 shares; 2026Q1: 848 shares; 2026Q2: 848 shares 848 $41.3K <0.01% 0 Timeline IGHG PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 206 shares; 2024Q4: 206 shares; 2025Q1: 526 shares; 2025Q2: 526 shares; 2025Q3: 526 shares; 2025Q4: 526 shares; 2026Q1: 526 shares; 2026Q2: 526 shares 526 $41.2K <0.01% 0 Timeline MGEE MGE ENERGY INC More: the full row for MGE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 505 shares; 2025Q3: 505 shares; 2025Q4: 505 shares; 2026Q1: 505 shares; 2026Q2: 505 shares 505 $41.2K <0.01% 0 Timeline BHE BENCHMARK ELECTRS INC More: the full row for BENCHMARK ELECTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 234 shares; 2024Q4: 201 shares; 2025Q1: 178 shares; 2025Q2: 178 shares; 2025Q3: 395 shares; 2025Q4: 467 shares; 2026Q1: 467 shares; 2026Q2: 416 shares 416 $41K <0.01% -51 Timeline AIQ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 613 shares; 2024Q4: 2,001 shares; 2025Q1: 1,613 shares; 2025Q2: 280 shares; 2025Q3: 1,124 shares; 2025Q4: 2,157 shares; 2026Q1: 624 shares; 2026Q2: 624 shares 624 $40.9K <0.01% 0 Timeline ALB ALBEMARLE CORP More: the full row for ALBEMARLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 293 shares; 2024Q4: 501 shares; 2025Q1: 487 shares; 2025Q2: 294 shares; 2025Q3: 331 shares; 2025Q4: 292 shares; 2026Q1: 324 shares; 2026Q2: 303 shares 303 $40.9K <0.01% -21 Timeline FWONK LIBERTY MEDIA CORP DEL More: the full row for LIBERTY MEDIA CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 639 shares; 2024Q4: 572 shares; 2025Q1: 662 shares; 2025Q2: 361 shares; 2025Q3: 417 shares; 2025Q4: 379 shares; 2026Q1: 417 shares; 2026Q2: 430 shares 430 $40.9K <0.01% +13 Timeline MSCI MSCI INC More: the full row for MSCI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 77 shares; 2024Q4: 113 shares; 2025Q1: 128 shares; 2025Q2: 128 shares; 2025Q3: 144 shares; 2025Q4: 113 shares; 2026Q1: 99 shares; 2026Q2: 73 shares 73 $40.9K <0.01% -26 Timeline ENTG ENTEGRIS INC More: the full row for ENTEGRIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 312 shares; 2024Q4: 315 shares; 2025Q1: 314 shares; 2025Q2: 285 shares; 2025Q3: 250 shares; 2025Q4: 250 shares; 2026Q1: 283 shares; 2026Q2: 227 shares 227 $40.8K <0.01% -56 Timeline IVZ INVESCO LTD More: the full row for INVESCO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,353 shares; 2024Q4: 1,353 shares; 2025Q1: 1,353 shares; 2025Q2: 1,267 shares; 2025Q3: 767 shares; 2025Q4: 841 shares; 2026Q1: 2,755 shares; 2026Q2: 1,543 shares 1,543 $40.7K <0.01% -1,212 Timeline UTG REAVES UTIL INCOME FD More: the full row for REAVES UTIL INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,000 shares; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares; 2026Q1: 1,000 shares; 2026Q2: 1,000 shares 1,000 $40.7K <0.01% 0 Timeline VLTO VERALTO CORP More: the full row for VERALTO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,179 shares; 2024Q4: 2,847 shares; 2025Q1: 1,176 shares; 2025Q2: 978 shares; 2025Q3: 878 shares; 2025Q4: 931 shares; 2026Q1: 464 shares; 2026Q2: 459 shares 459 $40.7K <0.01% -5 Timeline MMIN NYLIM ACTIVE ETF TR More: the full row for NYLIM ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,675 shares 1,675 $40.6K <0.01% new Timeline FNF FIDELITY NATL FINL INC More: the full row for FIDELITY NATL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 430 shares; 2024Q4: 532 shares; 2025Q1: 738 shares; 2025Q2: 782 shares; 2025Q3: 782 shares; 2025Q4: 811 shares; 2026Q1: 857 shares; 2026Q2: 857 shares 857 $40.4K <0.01% 0 Timeline CHI CALAMOS CONV OPPORTUNITIES & More: the full row for CALAMOS CONV OPPORTUNITIES & Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,000 shares; 2024Q4: 3,000 shares; 2025Q1: 3,000 shares; 2025Q2: 3,000 shares; 2025Q3: 3,000 shares; 2025Q4: 3,000 shares; 2026Q1: 3,000 shares; 2026Q2: 3,000 shares 3,000 $40.3K <0.01% 0 Timeline EWZ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 111 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 500 shares; 2025Q3: 1,072 shares; 2025Q4: 1,072 shares; 2026Q1: 1,168 shares; 2026Q2: 1,168 shares 1,168 $40.3K <0.01% 0 Timeline ESE ESCO TECHNOLOGIES INC More: the full row for ESCO TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 65 shares; 2024Q4: 65 shares; 2025Q1: 65 shares; 2025Q2: 65 shares; 2025Q3: 142 shares; 2025Q4: 169 shares; 2026Q1: 163 shares; 2026Q2: 115 shares 115 $40.3K <0.01% -48 Timeline TXT TEXTRON INC More: the full row for TEXTRON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 231 shares; 2024Q4: 231 shares; 2025Q1: 190 shares; 2025Q2: 180 shares; 2025Q3: 460 shares; 2025Q4: 444 shares; 2026Q1: 436 shares; 2026Q2: 438 shares 438 $40.2K <0.01% +2 Timeline HIMU BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,098 shares; 2025Q2: 1,105 shares; 2025Q3: 7,004 shares; 2025Q4: 4,073 shares; 2026Q1: 585 shares; 2026Q2: 806 shares 806 $40.1K <0.01% +221 Timeline A AGILENT TECHNOLOGIES INC More: the full row for AGILENT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,545 shares; 2024Q4: 1,521 shares; 2025Q1: 1,406 shares; 2025Q2: 1,275 shares; 2025Q3: 625 shares; 2025Q4: 631 shares; 2026Q1: 485 shares; 2026Q2: 302 shares 302 $40.1K <0.01% -183 Timeline HLI HOULIHAN LOKEY INC More: the full row for HOULIHAN LOKEY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 169 shares; 2025Q1: 169 shares; 2025Q2: 213 shares; 2025Q3: 169 shares; 2025Q4: 169 shares; 2026Q1: 163 shares; 2026Q2: 299 shares 299 $40.1K <0.01% +136 Timeline TWLO TWILIO INC More: the full row for TWILIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 91 shares; 2024Q4: 451 shares; 2025Q1: 503 shares; 2025Q2: 164 shares; 2025Q3: 120 shares; 2025Q4: 160 shares; 2026Q1: 150 shares; 2026Q2: 194 shares 194 $40K <0.01% +44 Timeline FYEE FIDELITY GREENWOOD STREET TR More: the full row for FIDELITY GREENWOOD STREET TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,382 shares 1,382 $39.9K <0.01% new 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; 2024Q3: 269 shares; 2024Q4: 291 shares; 2025Q1: 290 shares; 2025Q2: 195 shares; 2025Q3: 157 shares; 2025Q4: 72 shares; 2026Q1: 204 shares; 2026Q2: 173 shares 173 $39.8K <0.01% -31 Timeline FRT FEDERAL RLTY INVT TR NEW More: the full row for FEDERAL RLTY INVT TR NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 32 shares; 2024Q4: 32 shares; 2025Q1: 32 shares; 2025Q2: 32 shares; 2025Q3: 32 shares; 2025Q4: 332 shares; 2026Q1: 322 shares; 2026Q2: 322 shares 322 $39.7K <0.01% 0 Timeline SR SPIRE INC More: the full row for SPIRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 509 shares; 2024Q4: 509 shares; 2025Q1: 509 shares; 2025Q2: 509 shares; 2025Q3: 506 shares; 2025Q4: 506 shares; 2026Q1: 506 shares; 2026Q2: 506 shares 506 $39.5K <0.01% 0 Timeline USRT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,049 shares; 2024Q4: 644 shares; 2025Q1: 644 shares; 2025Q2: 614 shares; 2025Q3: 593 shares; 2025Q4: 593 shares; 2026Q1: 593 shares; 2026Q2: 593 shares 593 $39.4K <0.01% 0 Timeline BN BROOKFIELD CORP More: the full row for BROOKFIELD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 889 shares; 2024Q4: 929 shares; 2025Q1: 929 shares; 2025Q2: 929 shares; 2025Q3: 654 shares; 2025Q4: 977 shares; 2026Q1: 958 shares; 2026Q2: 925 shares 925 $39.4K <0.01% -33 Timeline UBSI UNITED BANKSHARES INC WEST V More: the full row for UNITED BANKSHARES INC WEST V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 857 shares; 2024Q4: 857 shares; 2025Q1: 857 shares; 2025Q2: 857 shares; 2025Q3: 857 shares; 2025Q4: 857 shares; 2026Q1: 857 shares; 2026Q2: 857 shares 857 $39.3K <0.01% 0 Timeline RELX RELX PLC More: the full row for RELX PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,038 shares; 2024Q4: 1,237 shares; 2025Q1: 1,235 shares; 2025Q2: 1,235 shares; 2025Q3: 1,299 shares; 2025Q4: 1,171 shares; 2026Q1: 1,177 shares; 2026Q2: 1,233 shares 1,233 $39K <0.01% +56 Timeline RRR RED ROCK RESORTS INC More: the full row for RED ROCK RESORTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 600 shares 600 $39K <0.01% new Timeline UTHR UNITED THERAPEUTICS CORP DEL More: the full row for UNITED THERAPEUTICS CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 68 shares; 2024Q4: 74 shares; 2025Q1: 94 shares; 2025Q2: 90 shares; 2025Q3: 77 shares; 2025Q4: 72 shares; 2026Q1: 72 shares; 2026Q2: 72 shares 72 $39K <0.01% 0 Timeline