JQUA J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,133,781 shares; 2024Q4: 1,291,912 shares; 2025Q1: 1,300,278 shares; 2025Q2: 1,371,923 shares; 2025Q3: 1,187,538 shares; 2025Q4: 1,210,372 shares; 2026Q1: 1,245,124 shares; 2026Q2: 1,260,449 shares 1,260,449 $91.1M 8.87% +15,325 Timeline DFUS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 567,356 shares; 2024Q4: 667,196 shares; 2025Q1: 770,170 shares; 2025Q2: 837,611 shares; 2025Q3: 750,838 shares; 2025Q4: 782,051 shares; 2026Q1: 827,028 shares; 2026Q2: 863,161 shares 863,161 $70.7M 6.89% +36,133 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 94,401 shares; 2024Q4: 97,405 shares; 2025Q1: 100,392 shares; 2025Q2: 103,532 shares; 2025Q3: 101,494 shares; 2025Q4: 100,595 shares; 2026Q1: 99,288 shares; 2026Q2: 101,357 shares 101,357 $29.3M 2.86% +2,069 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: 4,493 shares; 2025Q1: 320,536 shares; 2025Q2: 351,608 shares; 2025Q3: 382,444 shares; 2025Q4: 413,296 shares; 2026Q1: 465,293 shares; 2026Q2: 476,939 shares 476,939 $24.2M 2.36% +11,646 Timeline CGCB 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: 796,801 shares; 2026Q1: 900,863 shares; 2026Q2: 920,080 shares 920,080 $24.1M 2.35% +19,217 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 85,867 shares; 2024Q4: 81,110 shares; 2025Q1: 82,640 shares; 2025Q2: 86,896 shares; 2025Q3: 86,692 shares; 2025Q4: 86,979 shares; 2026Q1: 86,146 shares; 2026Q2: 90,511 shares 90,511 $18.1M 1.76% +4,365 Timeline DEXC 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: 102,681 shares; 2025Q2: 126,562 shares; 2025Q3: 135,214 shares; 2025Q4: 170,045 shares; 2026Q1: 179,807 shares; 2026Q2: 189,287 shares 189,287 $15.6M 1.52% +9,480 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,740 shares; 2024Q4: 17,692 shares; 2025Q1: 18,235 shares; 2025Q2: 21,794 shares; 2025Q3: 19,502 shares; 2025Q4: 20,069 shares; 2026Q1: 20,131 shares; 2026Q2: 20,358 shares 20,358 $15M 1.46% +227 Timeline DIHP 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: 267,368 shares; 2024Q4: 279,460 shares; 2025Q1: 280,227 shares; 2025Q2: 315,333 shares; 2025Q3: 333,071 shares; 2025Q4: 368,012 shares; 2026Q1: 397,646 shares; 2026Q2: 435,850 shares 435,850 $14.9M 1.45% +38,204 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,890 shares; 2024Q4: 18,970 shares; 2025Q1: 18,758 shares; 2025Q2: 19,341 shares; 2025Q3: 19,180 shares; 2025Q4: 19,282 shares; 2026Q1: 19,692 shares; 2026Q2: 19,399 shares 19,399 $14.5M 1.41% -293 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 58,961 shares; 2024Q4: 60,855 shares; 2025Q1: 62,148 shares; 2025Q2: 63,709 shares; 2025Q3: 63,417 shares; 2025Q4: 63,060 shares; 2026Q1: 62,420 shares; 2026Q2: 59,626 shares 59,626 $14.2M 1.38% -2,794 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: not reported; 2025Q3: 76,427 shares; 2025Q4: 86,225 shares; 2026Q1: 95,352 shares; 2026Q2: 98,142 shares 98,142 $12.1M 1.18% +2,790 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,057 shares; 2024Q4: 27,717 shares; 2025Q1: 28,520 shares; 2025Q2: 30,480 shares; 2025Q3: 30,918 shares; 2025Q4: 30,178 shares; 2026Q1: 30,151 shares; 2026Q2: 33,216 shares 33,216 $11.9M 1.16% +3,065 Timeline MGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 78,910 shares; 2025Q2: 83,244 shares; 2025Q3: 70,870 shares; 2025Q4: 73,710 shares; 2026Q1: 67,028 shares; 2026Q2: 72,209 shares 72,209 $11.8M 1.15% +5,181 Timeline AVLV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 13,384 shares; 2025Q1: 98,998 shares; 2025Q2: 115,045 shares; 2025Q3: 108,255 shares; 2025Q4: 112,913 shares; 2026Q1: 118,241 shares; 2026Q2: 126,947 shares 126,947 $11.6M 1.13% +8,706 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 158,737 shares; 2025Q4: 178,969 shares; 2026Q1: 193,021 shares; 2026Q2: 175,793 shares 175,793 $11.5M 1.12% -17,228 Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 26,040 shares; 2025Q2: 27,362 shares; 2025Q3: 22,385 shares; 2025Q4: 23,368 shares; 2026Q1: 24,589 shares; 2026Q2: 130,737 shares 130,737 $11.5M 1.12% +106,148 Timeline DISV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 250,779 shares; 2024Q4: 274,918 shares; 2025Q1: 218,545 shares; 2025Q2: 231,317 shares; 2025Q3: 231,834 shares; 2025Q4: 261,202 shares; 2026Q1: 269,558 shares; 2026Q2: 285,217 shares 285,217 $11.4M 1.11% +15,659 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,037 shares; 2024Q4: 29,909 shares; 2025Q1: 29,929 shares; 2025Q2: 30,666 shares; 2025Q3: 30,540 shares; 2025Q4: 30,330 shares; 2026Q1: 29,532 shares; 2026Q2: 29,768 shares 29,768 $11.1M 1.08% +236 Timeline JTEK 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: 82,199 shares; 2025Q4: 93,075 shares; 2026Q1: 103,122 shares; 2026Q2: 95,047 shares 95,047 $10.6M 1.03% -8,075 Timeline BUFF INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 200,096 shares 200,096 $10.5M 1.03% new Timeline CGNG CAPITAL GROUP NEW GEOGRAPHY More: the full row for CAPITAL GROUP NEW GEOGRAPHY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 87,000 shares; 2024Q4: 108,454 shares; 2025Q1: 136,651 shares; 2025Q2: 169,347 shares; 2025Q3: 200,017 shares; 2025Q4: 214,907 shares; 2026Q1: 261,006 shares; 2026Q2: 281,070 shares 281,070 $10.5M 1.03% +20,064 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,902 shares; 2024Q4: 30,322 shares; 2025Q1: 29,780 shares; 2025Q2: 30,566 shares; 2025Q3: 27,442 shares; 2025Q4: 54,910 shares; 2026Q1: 54,157 shares; 2026Q2: 54,792 shares 54,792 $10.4M 1.02% +635 Timeline UTES 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: 91,451 shares; 2025Q4: 104,775 shares; 2026Q1: 116,474 shares; 2026Q2: 122,431 shares 122,431 $10M 0.97% +5,957 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: 239,635 shares; 2024Q4: 853,387 shares; 2025Q1: 367,968 shares; 2025Q2: 378,479 shares; 2025Q3: 333,594 shares; 2025Q4: 325,748 shares; 2026Q1: 298,416 shares; 2026Q2: 286,161 shares 286,161 $8.9M 0.87% -12,255 Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,075 shares; 2024Q4: 40,681 shares; 2025Q1: 46,270 shares; 2025Q2: 51,034 shares; 2025Q3: 52,451 shares; 2025Q4: 54,910 shares; 2026Q1: 59,049 shares; 2026Q2: 70,785 shares 70,785 $8.83M 0.86% +11,736 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 64,136 shares; 2024Q4: 59,782 shares; 2025Q1: 56,852 shares; 2025Q2: 55,412 shares; 2025Q3: 54,012 shares; 2025Q4: 54,181 shares; 2026Q1: 51,876 shares; 2026Q2: 51,652 shares 51,652 $8.16M 0.8% -224 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: 75,574 shares; 2025Q2: 83,553 shares; 2025Q3: 88,126 shares; 2025Q4: 93,719 shares; 2026Q1: 98,653 shares; 2026Q2: 100,661 shares 100,661 $8.11M 0.79% +2,008 Timeline PYLD 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: 180,942 shares; 2024Q4: 280,827 shares; 2025Q1: 247,719 shares; 2025Q2: 262,016 shares; 2025Q3: 270,368 shares; 2025Q4: 283,899 shares; 2026Q1: 298,817 shares; 2026Q2: 300,508 shares 300,508 $7.97M 0.78% +1,691 Timeline JMID JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 141,812 shares; 2025Q2: 158,252 shares; 2025Q3: 169,959 shares; 2025Q4: 195,762 shares; 2026Q1: 232,226 shares; 2026Q2: 247,094 shares 247,094 $7.84M 0.76% +14,868 Timeline AIRR FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 38,298 shares; 2024Q4: 45,934 shares; 2025Q1: 50,362 shares; 2025Q2: 56,503 shares; 2025Q3: 58,310 shares; 2025Q4: 60,462 shares; 2026Q1: 56,338 shares; 2026Q2: 58,189 shares 58,189 $7.75M 0.76% +1,851 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,976 shares; 2024Q4: 15,891 shares; 2025Q1: 17,688 shares; 2025Q2: 18,049 shares; 2025Q3: 18,601 shares; 2025Q4: 17,683 shares; 2026Q1: 17,557 shares; 2026Q2: 18,020 shares 18,020 $7.58M 0.74% +463 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,295 shares; 2024Q4: 14,309 shares; 2025Q1: 14,309 shares; 2025Q2: 13,973 shares; 2025Q3: 13,982 shares; 2025Q4: 13,823 shares; 2026Q1: 14,916 shares; 2026Q2: 15,818 shares 15,818 $7.55M 0.74% +902 Timeline STIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,772 shares; 2024Q4: 51,587 shares; 2025Q1: 61,618 shares; 2025Q2: 65,841 shares; 2025Q3: 67,977 shares; 2025Q4: 70,662 shares; 2026Q1: 68,208 shares; 2026Q2: 68,447 shares 68,447 $6.99M 0.68% +239 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: 57,180 shares; 2025Q4: 65,776 shares; 2026Q1: 70,053 shares; 2026Q2: 69,330 shares 69,330 $6.84M 0.67% -723 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 32,769 shares; 2024Q4: 32,841 shares; 2025Q1: 30,165 shares; 2025Q2: 29,910 shares; 2025Q3: 29,320 shares; 2025Q4: 29,181 shares; 2026Q1: 28,577 shares; 2026Q2: 28,058 shares 28,058 $6.82M 0.66% -519 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,667 shares; 2024Q4: 11,839 shares; 2025Q1: 11,512 shares; 2025Q2: 11,874 shares; 2025Q3: 11,679 shares; 2025Q4: 11,648 shares; 2026Q1: 11,127 shares; 2026Q2: 11,825 shares 11,825 $6.66M 0.65% +698 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,343 shares; 2024Q4: 16,153 shares; 2025Q1: 15,213 shares; 2025Q2: 15,151 shares; 2025Q3: 13,603 shares; 2025Q4: 13,281 shares; 2026Q1: 13,073 shares; 2026Q2: 77,280 shares 77,280 $6.66M 0.65% +64,207 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 46,884 shares; 2024Q4: 46,701 shares; 2025Q1: 46,938 shares; 2025Q2: 48,856 shares; 2025Q3: 48,452 shares; 2025Q4: 48,488 shares; 2026Q1: 48,323 shares; 2026Q2: 49,824 shares 49,824 $6.31M 0.61% +1,501 Timeline USTB 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: 69,096 shares; 2024Q4: 100,416 shares; 2025Q1: 107,963 shares; 2025Q2: 113,912 shares; 2025Q3: 121,746 shares; 2025Q4: 128,399 shares; 2026Q1: 128,389 shares; 2026Q2: 124,518 shares 124,518 $6.3M 0.61% -3,871 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,625 shares; 2024Q4: 9,950 shares; 2025Q1: 9,852 shares; 2025Q2: 10,098 shares; 2025Q3: 9,176 shares; 2025Q4: 9,191 shares; 2026Q1: 9,066 shares; 2026Q2: 12,594 shares 12,594 $6.3M 0.61% +3,528 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,651 shares; 2024Q4: 11,875 shares; 2025Q1: 9,162 shares; 2025Q2: 9,262 shares; 2025Q3: 8,521 shares; 2025Q4: 8,535 shares; 2026Q1: 8,555 shares; 2026Q2: 8,052 shares 8,052 $6.03M 0.59% -503 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,815 shares; 2024Q4: 55,308 shares; 2025Q1: 50,790 shares; 2025Q2: 50,870 shares; 2025Q3: 50,728 shares; 2025Q4: 52,211 shares; 2026Q1: 51,989 shares; 2026Q2: 52,408 shares 52,408 $5.94M 0.58% +419 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 39,211 shares; 2024Q4: 48,093 shares; 2025Q1: 44,089 shares; 2025Q2: 50,909 shares; 2025Q3: 50,351 shares; 2025Q4: 53,322 shares; 2026Q1: 53,877 shares; 2026Q2: 51,610 shares 51,610 $5.93M 0.58% -2,267 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,834 shares; 2024Q4: 18,903 shares; 2025Q1: 18,040 shares; 2025Q2: 18,026 shares; 2025Q3: 17,648 shares; 2025Q4: 17,415 shares; 2026Q1: 17,170 shares; 2026Q2: 17,993 shares 17,993 $5.89M 0.57% +823 Timeline DEHP 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: 243,432 shares; 2024Q4: 234,423 shares; 2025Q1: 167,583 shares; 2025Q2: 150,436 shares; 2025Q3: 133,528 shares; 2025Q4: 131,243 shares; 2026Q1: 133,045 shares; 2026Q2: 132,252 shares 132,252 $5.66M 0.55% -793 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,674 shares; 2024Q4: 13,531 shares; 2025Q1: 13,453 shares; 2025Q2: 12,795 shares; 2025Q3: 11,967 shares; 2025Q4: 14,715 shares; 2026Q1: 14,321 shares; 2026Q2: 15,051 shares 15,051 $5.57M 0.54% +730 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,089 shares; 2024Q4: 10,283 shares; 2025Q1: 10,621 shares; 2025Q2: 12,793 shares; 2025Q3: 12,499 shares; 2025Q4: 12,085 shares; 2026Q1: 12,617 shares; 2026Q2: 14,125 shares 14,125 $5.34M 0.52% +1,508 Timeline JSML JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 35,679 shares; 2025Q2: 46,584 shares; 2025Q3: 49,117 shares; 2025Q4: 52,765 shares; 2026Q1: 62,432 shares; 2026Q2: 55,931 shares 55,931 $5.2M 0.51% -6,501 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: 15,908 shares; 2025Q1: 41,726 shares; 2025Q2: 47,327 shares; 2025Q3: 56,688 shares; 2025Q4: 52,891 shares; 2026Q1: 42,436 shares; 2026Q2: 43,650 shares 43,650 $5.06M 0.49% +1,214 Timeline MGNR AMERICAN BEACON SELECT FUNDS More: the full row for AMERICAN BEACON SELECT FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 90,681 shares; 2024Q4: 106,248 shares; 2025Q1: 92,886 shares; 2025Q2: 106,564 shares; 2025Q3: 110,275 shares; 2025Q4: 114,769 shares; 2026Q1: 99,820 shares; 2026Q2: 104,111 shares 104,111 $5.05M 0.49% +4,291 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,777 shares; 2024Q4: 26,225 shares; 2025Q1: 25,571 shares; 2025Q2: 24,673 shares; 2025Q3: 24,529 shares; 2025Q4: 24,437 shares; 2026Q1: 23,846 shares; 2026Q2: 24,208 shares 24,208 $4.59M 0.45% +362 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,072 shares; 2025Q1: 1,156 shares; 2025Q2: 2,603 shares; 2025Q3: 2,609 shares; 2025Q4: 2,670 shares; 2026Q1: 2,610 shares; 2026Q2: 3,892 shares 3,892 $4.57M 0.45% +1,282 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,485 shares; 2024Q4: 9,342 shares; 2025Q1: 9,307 shares; 2025Q2: 9,255 shares; 2025Q3: 7,363 shares; 2025Q4: 7,260 shares; 2026Q1: 6,676 shares; 2026Q2: 6,615 shares 6,615 $4.54M 0.44% -61 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,806 shares; 2024Q4: 11,248 shares; 2025Q1: 11,699 shares; 2025Q2: 11,491 shares; 2025Q3: 11,628 shares; 2025Q4: 11,350 shares; 2026Q1: 11,376 shares; 2026Q2: 12,629 shares 12,629 $4.46M 0.43% +1,253 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,228 shares; 2024Q4: 14,483 shares; 2025Q1: 13,659 shares; 2025Q2: 14,078 shares; 2025Q3: 13,690 shares; 2025Q4: 13,454 shares; 2026Q1: 13,074 shares; 2026Q2: 12,986 shares 12,986 $4.46M 0.43% -88 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 46,563 shares; 2024Q4: 45,642 shares; 2025Q1: 42,457 shares; 2025Q2: 41,688 shares; 2025Q3: 39,920 shares; 2025Q4: 39,349 shares; 2026Q1: 36,540 shares; 2026Q2: 37,299 shares 37,299 $4.38M 0.43% +759 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,989 shares; 2024Q4: 29,488 shares; 2025Q1: 21,829 shares; 2025Q2: 21,962 shares; 2025Q3: 20,993 shares; 2025Q4: 20,920 shares; 2026Q1: 19,860 shares; 2026Q2: 19,722 shares 19,722 $4.3M 0.42% -138 Timeline SHLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 100,647 shares; 2025Q2: 92,688 shares; 2025Q3: 82,358 shares; 2025Q4: 74,350 shares; 2026Q1: 66,599 shares; 2026Q2: 71,934 shares 71,934 $4.3M 0.42% +5,335 Timeline UFO PROCURE ETF TRUST II More: the full row for PROCURE 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: 60,048 shares; 2026Q2: 78,625 shares 78,625 $3.98M 0.39% +18,577 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,226 shares; 2024Q4: 14,217 shares; 2025Q1: 14,896 shares; 2025Q2: 14,870 shares; 2025Q3: 14,512 shares; 2025Q4: 14,455 shares; 2026Q1: 14,265 shares; 2026Q2: 15,129 shares 15,129 $3.84M 0.37% +864 Timeline ROBO EXCHANGE TRADED CONCEPTS TRU More: the full row for EXCHANGE TRADED CONCEPTS TRU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 53,506 shares; 2026Q2: 42,826 shares 42,826 $3.67M 0.36% -10,680 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 54,080 shares; 2024Q4: 50,471 shares; 2025Q1: 49,756 shares; 2025Q2: 50,997 shares; 2025Q3: 50,191 shares; 2025Q4: 47,767 shares; 2026Q1: 47,745 shares; 2026Q2: 47,528 shares 47,528 $3.66M 0.36% -217 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,251 shares; 2024Q4: 17,237 shares; 2025Q1: 16,448 shares; 2025Q2: 16,405 shares; 2025Q3: 15,606 shares; 2025Q4: 15,178 shares; 2026Q1: 14,684 shares; 2026Q2: 14,505 shares 14,505 $3.52M 0.34% -179 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,878 shares; 2024Q4: 12,125 shares; 2025Q1: 12,120 shares; 2025Q2: 12,444 shares; 2025Q3: 14,008 shares; 2025Q4: 13,946 shares; 2026Q1: 11,772 shares; 2026Q2: 11,636 shares 11,636 $3.5M 0.34% -136 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,704 shares; 2024Q4: 10,888 shares; 2025Q1: 10,484 shares; 2025Q2: 10,340 shares; 2025Q3: 10,171 shares; 2025Q4: 10,155 shares; 2026Q1: 10,053 shares; 2026Q2: 9,839 shares 9,839 $3.36M 0.33% -214 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 86,351 shares; 2024Q4: 78,278 shares; 2025Q1: 32,344 shares; 2025Q2: 32,861 shares; 2025Q3: 32,754 shares; 2025Q4: 31,932 shares; 2026Q1: 32,361 shares; 2026Q2: 32,271 shares 32,271 $3.3M 0.32% -90 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,389 shares; 2024Q4: 12,013 shares; 2025Q1: 12,167 shares; 2025Q2: 12,065 shares; 2025Q3: 12,044 shares; 2025Q4: 12,011 shares; 2026Q1: 11,966 shares; 2026Q2: 12,770 shares 12,770 $3.21M 0.31% +804 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 57,953 shares; 2024Q4: 55,722 shares; 2025Q1: 54,914 shares; 2025Q2: 55,256 shares; 2025Q3: 55,576 shares; 2025Q4: 55,199 shares; 2026Q1: 54,632 shares; 2026Q2: 55,691 shares 55,691 $3.17M 0.31% +1,059 Timeline FLIN 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: not reported; 2026Q2: 88,573 shares 88,573 $3.15M 0.31% new Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,927 shares; 2024Q4: 19,221 shares; 2025Q1: 18,785 shares; 2025Q2: 18,612 shares; 2025Q3: 18,483 shares; 2025Q4: 18,676 shares; 2026Q1: 18,241 shares; 2026Q2: 18,644 shares 18,644 $3.09M 0.3% +403 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: 74,526 shares; 2024Q4: 63,243 shares; 2025Q1: 55,820 shares; 2025Q2: 58,138 shares; 2025Q3: 58,135 shares; 2025Q4: 58,204 shares; 2026Q1: 58,074 shares; 2026Q2: 58,074 shares 58,074 $3.07M 0.3% 0 Timeline JMUB 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: 19,943 shares; 2024Q4: 35,954 shares; 2025Q1: 47,057 shares; 2025Q2: 60,638 shares; 2025Q3: 59,706 shares; 2025Q4: 61,859 shares; 2026Q1: 67,383 shares; 2026Q2: 59,009 shares 59,009 $2.99M 0.29% -8,374 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,275 shares; 2024Q4: 11,166 shares; 2025Q1: 13,985 shares; 2025Q2: 13,960 shares; 2025Q3: 13,739 shares; 2025Q4: 13,469 shares; 2026Q1: 13,481 shares; 2026Q2: 14,072 shares 14,072 $2.94M 0.29% +591 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,132 shares; 2024Q4: 21,697 shares; 2025Q1: 21,488 shares; 2025Q2: 22,240 shares; 2025Q3: 20,964 shares; 2025Q4: 21,012 shares; 2026Q1: 20,706 shares; 2026Q2: 21,322 shares 21,322 $2.92M 0.28% +616 Timeline FMTL 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: 84,512 shares; 2026Q2: 89,448 shares 89,448 $2.91M 0.28% +4,936 Timeline FNDF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 82,818 shares; 2024Q4: 69,112 shares; 2025Q1: 54,915 shares; 2025Q2: 54,861 shares; 2025Q3: 54,454 shares; 2025Q4: 54,552 shares; 2026Q1: 53,190 shares; 2026Q2: 53,186 shares 53,186 $2.81M 0.27% -4 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,947 shares; 2025Q2: 5,072 shares; 2025Q3: 5,410 shares; 2025Q4: 5,742 shares; 2026Q1: 7,661 shares; 2026Q2: 6,399 shares 6,399 $2.76M 0.27% -1,262 Timeline DFAS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 42,660 shares; 2024Q4: 42,618 shares; 2025Q1: 35,130 shares; 2025Q2: 34,323 shares; 2025Q3: 33,742 shares; 2025Q4: 33,688 shares; 2026Q1: 33,489 shares; 2026Q2: 33,024 shares 33,024 $2.72M 0.26% -465 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,533 shares; 2024Q4: 10,736 shares; 2025Q1: 10,535 shares; 2025Q2: 10,841 shares; 2025Q3: 13,382 shares; 2025Q4: 15,750 shares; 2026Q1: 19,370 shares; 2026Q2: 18,371 shares 18,371 $2.69M 0.26% -999 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,255 shares; 2024Q4: 24,689 shares; 2025Q1: 22,818 shares; 2025Q2: 22,627 shares; 2025Q3: 20,189 shares; 2025Q4: 20,189 shares; 2026Q1: 19,579 shares; 2026Q2: 19,576 shares 19,576 $2.68M 0.26% -3 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,929 shares; 2024Q4: 4,705 shares; 2025Q1: 4,220 shares; 2025Q2: 4,074 shares; 2025Q3: 3,972 shares; 2025Q4: 36,442 shares; 2026Q1: 37,472 shares; 2026Q2: 37,039 shares 37,039 $2.64M 0.26% -433 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,021 shares; 2024Q4: 17,589 shares; 2025Q1: 17,492 shares; 2025Q2: 17,512 shares; 2025Q3: 17,439 shares; 2025Q4: 17,316 shares; 2026Q1: 17,202 shares; 2026Q2: 17,602 shares 17,602 $2.58M 0.25% +400 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,050 shares; 2024Q4: 3,674 shares; 2025Q1: 3,792 shares; 2025Q2: 3,386 shares; 2025Q3: 3,448 shares; 2025Q4: 3,400 shares; 2026Q1: 4,138 shares; 2026Q2: 4,391 shares 4,391 $2.55M 0.25% +253 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,345 shares; 2024Q4: 1,339 shares; 2025Q1: 1,308 shares; 2025Q2: 1,332 shares; 2025Q3: 1,238 shares; 2025Q4: 1,276 shares; 2026Q1: 1,277 shares; 2026Q2: 1,273 shares 1,273 $2.53M 0.25% -4 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,381 shares; 2024Q4: 5,343 shares; 2025Q1: 5,098 shares; 2025Q2: 5,103 shares; 2025Q3: 4,992 shares; 2025Q4: 4,871 shares; 2026Q1: 4,854 shares; 2026Q2: 4,709 shares 4,709 $2.46M 0.24% -145 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,195 shares; 2024Q4: 5,313 shares; 2025Q1: 5,252 shares; 2025Q2: 5,257 shares; 2025Q3: 5,327 shares; 2025Q4: 5,325 shares; 2026Q1: 5,390 shares; 2026Q2: 5,687 shares 5,687 $2.42M 0.24% +297 Timeline XNTK 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: 4,508 shares; 2024Q4: 4,023 shares; 2025Q1: 3,976 shares; 2025Q2: 3,990 shares; 2025Q3: 3,938 shares; 2025Q4: 3,953 shares; 2026Q1: 3,687 shares; 2026Q2: 6,080 shares 6,080 $2.37M 0.23% +2,393 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,957 shares; 2024Q4: 5,777 shares; 2025Q1: 5,703 shares; 2025Q2: 7,379 shares; 2025Q3: 7,290 shares; 2025Q4: 7,276 shares; 2026Q1: 7,145 shares; 2026Q2: 7,141 shares 7,141 $2.36M 0.23% -4 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,716 shares; 2025Q1: not reported; 2025Q2: 2,166 shares; 2025Q3: 2,172 shares; 2025Q4: 1,741 shares; 2026Q1: 2,464 shares; 2026Q2: 2,039 shares 2,039 $2.35M 0.23% -425 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,984 shares; 2024Q4: 12,801 shares; 2025Q1: 12,704 shares; 2025Q2: 16,426 shares; 2025Q3: 16,384 shares; 2025Q4: 16,255 shares; 2026Q1: 15,367 shares; 2026Q2: 14,928 shares 14,928 $2.34M 0.23% -439 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,463 shares; 2024Q4: 6,342 shares; 2025Q1: 6,304 shares; 2025Q2: 6,244 shares; 2025Q3: 6,819 shares; 2025Q4: 6,811 shares; 2026Q1: 6,670 shares; 2026Q2: 6,815 shares 6,815 $2.32M 0.23% +145 Timeline FNDC SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 72,424 shares; 2024Q4: 68,178 shares; 2025Q1: 48,320 shares; 2025Q2: 50,860 shares; 2025Q3: 49,683 shares; 2025Q4: 49,560 shares; 2026Q1: 47,637 shares; 2026Q2: 47,531 shares 47,531 $2.31M 0.22% -106 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,388 shares; 2024Q4: 6,338 shares; 2025Q1: 6,503 shares; 2025Q2: 6,562 shares; 2025Q3: 4,914 shares; 2025Q4: 4,912 shares; 2026Q1: 4,464 shares; 2026Q2: 4,510 shares 4,510 $2.3M 0.22% +46 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,183 shares; 2024Q4: 6,947 shares; 2025Q1: 6,170 shares; 2025Q2: 6,179 shares; 2025Q3: 6,183 shares; 2025Q4: 6,156 shares; 2026Q1: 6,156 shares; 2026Q2: 6,228 shares 6,228 $2.28M 0.22% +72 Timeline GBIL GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,437 shares; 2024Q4: 14,345 shares; 2025Q1: 14,239 shares; 2025Q2: 13,787 shares; 2025Q3: 13,775 shares; 2025Q4: 12,840 shares; 2026Q1: 31,321 shares; 2026Q2: 22,552 shares 22,552 $2.26M 0.22% -8,769 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 43,824 shares; 2024Q4: 47,010 shares; 2025Q1: 43,378 shares; 2025Q2: 42,381 shares; 2025Q3: 41,429 shares; 2025Q4: 48,576 shares; 2026Q1: 49,670 shares; 2026Q2: 53,190 shares 53,190 $2.25M 0.22% +3,520 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,872 shares; 2024Q4: 16,711 shares; 2025Q1: 16,345 shares; 2025Q2: 16,183 shares; 2025Q3: 15,747 shares; 2025Q4: 15,625 shares; 2026Q1: 14,918 shares; 2026Q2: 15,031 shares 15,031 $2.23M 0.22% +113 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,026 shares; 2024Q4: 2,535 shares; 2025Q1: 2,480 shares; 2025Q2: 2,748 shares; 2025Q3: 1,707 shares; 2025Q4: 1,943 shares; 2026Q1: 1,790 shares; 2026Q2: 1,847 shares 1,847 $2.22M 0.22% +57 Timeline MINO 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: 22,542 shares; 2024Q4: 34,632 shares; 2025Q1: 44,277 shares; 2025Q2: 46,527 shares; 2025Q3: 42,973 shares; 2025Q4: 43,785 shares; 2026Q1: 49,115 shares; 2026Q2: 47,618 shares 47,618 $2.18M 0.21% -1,497 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 60,749 shares; 2025Q1: 65,952 shares; 2025Q2: 73,188 shares; 2025Q3: 69,149 shares; 2025Q4: 68,306 shares; 2026Q1: 66,233 shares; 2026Q2: 64,049 shares 64,049 $2.17M 0.21% -2,184 Timeline SCHM SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,287 shares; 2024Q4: 73,636 shares; 2025Q1: 57,417 shares; 2025Q2: 57,349 shares; 2025Q3: 57,114 shares; 2025Q4: 56,112 shares; 2026Q1: 55,917 shares; 2026Q2: 57,098 shares 57,098 $2.11M 0.21% +1,181 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,402 shares; 2024Q4: 9,340 shares; 2025Q1: 9,386 shares; 2025Q2: 9,344 shares; 2025Q3: 9,479 shares; 2025Q4: 9,423 shares; 2026Q1: 9,334 shares; 2026Q2: 9,277 shares 9,277 $2.05M 0.2% -57 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,960 shares; 2024Q4: 12,140 shares; 2025Q1: 12,209 shares; 2025Q2: 12,091 shares; 2025Q3: 12,710 shares; 2025Q4: 12,615 shares; 2026Q1: 11,625 shares; 2026Q2: 10,717 shares 10,717 $1.98M 0.19% -908 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,394 shares; 2024Q4: 4,408 shares; 2025Q1: 4,372 shares; 2025Q2: 5,111 shares; 2025Q3: 5,223 shares; 2025Q4: 5,223 shares; 2026Q1: 5,236 shares; 2026Q2: 5,233 shares 5,233 $1.93M 0.19% -3 Timeline BTC GRAYSCALE BITCOIN MINI TR ET More: the full row for GRAYSCALE BITCOIN MINI TR ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 47,980 shares; 2025Q2: 66,825 shares; 2025Q3: 64,357 shares; 2025Q4: 71,305 shares; 2026Q1: 73,311 shares; 2026Q2: 73,612 shares 73,612 $1.91M 0.19% +301 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,037 shares; 2024Q4: 18,268 shares; 2025Q1: 18,974 shares; 2025Q2: 18,637 shares; 2025Q3: 17,502 shares; 2025Q4: 17,454 shares; 2026Q1: 17,610 shares; 2026Q2: 21,648 shares 21,648 $1.9M 0.19% +4,038 Timeline DFSV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 34,410 shares; 2024Q4: 37,288 shares; 2025Q1: 35,596 shares; 2025Q2: 48,573 shares; 2025Q3: 48,297 shares; 2025Q4: 46,219 shares; 2026Q1: 45,264 shares; 2026Q2: 47,340 shares 47,340 $1.84M 0.18% +2,076 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,408 shares; 2024Q4: 1,378 shares; 2025Q1: 1,336 shares; 2025Q2: 1,364 shares; 2025Q3: 1,342 shares; 2025Q4: 1,359 shares; 2026Q1: 1,358 shares; 2026Q2: 1,346 shares 1,346 $1.83M 0.18% -12 Timeline DFUV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,445 shares; 2024Q4: 32,970 shares; 2025Q1: 32,970 shares; 2025Q2: 32,970 shares; 2025Q3: 32,970 shares; 2025Q4: 32,970 shares; 2026Q1: 32,970 shares; 2026Q2: 32,970 shares 32,970 $1.81M 0.18% 0 Timeline UL UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 27,896 shares; 2026Q1: 28,055 shares; 2026Q2: 29,805 shares 29,805 $1.79M 0.17% +1,750 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,883 shares; 2024Q4: 5,821 shares; 2025Q1: 2,159 shares; 2025Q2: 2,203 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,981 shares; 2026Q2: 17,558 shares 17,558 $1.77M 0.17% +14,577 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,029 shares; 2024Q4: 13,745 shares; 2025Q1: 13,949 shares; 2025Q2: 13,685 shares; 2025Q3: 13,209 shares; 2025Q4: 12,412 shares; 2026Q1: 11,872 shares; 2026Q2: 12,081 shares 12,081 $1.77M 0.17% +209 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,704 shares; 2024Q4: 1,727 shares; 2025Q1: 1,691 shares; 2025Q2: 1,685 shares; 2025Q3: 1,711 shares; 2025Q4: 1,710 shares; 2026Q1: 1,743 shares; 2026Q2: 1,851 shares 1,851 $1.73M 0.17% +108 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,929 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,966 shares; 2025Q4: 2,007 shares; 2026Q1: 3,517 shares; 2026Q2: 2,630 shares 2,630 $1.68M 0.16% -887 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,905 shares; 2024Q4: 24,458 shares; 2025Q1: 20,196 shares; 2025Q2: 14,661 shares; 2025Q3: 12,508 shares; 2025Q4: 12,510 shares; 2026Q1: 12,558 shares; 2026Q2: 12,973 shares 12,973 $1.67M 0.16% +415 Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,659 shares; 2024Q4: 16,122 shares; 2025Q1: 15,528 shares; 2025Q2: 15,491 shares; 2025Q3: 13,747 shares; 2025Q4: 18,554 shares; 2026Q1: 17,391 shares; 2026Q2: 17,286 shares 17,286 $1.66M 0.16% -105 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 4,084 shares; 2025Q1: 3,783 shares; 2025Q2: 2,932 shares; 2025Q3: 2,904 shares; 2025Q4: 3,803 shares; 2026Q1: 7,728 shares; 2026Q2: 9,776 shares 9,776 $1.66M 0.16% +2,048 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,128 shares; 2024Q4: 7,689 shares; 2025Q1: 7,484 shares; 2025Q2: 7,506 shares; 2025Q3: 7,472 shares; 2025Q4: 7,340 shares; 2026Q1: 7,308 shares; 2026Q2: 7,325 shares 7,325 $1.63M 0.16% +17 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,551 shares; 2024Q4: 8,247 shares; 2025Q1: 8,173 shares; 2025Q2: 10,750 shares; 2025Q3: 10,706 shares; 2025Q4: 10,529 shares; 2026Q1: 10,510 shares; 2026Q2: 10,647 shares 10,647 $1.52M 0.15% +137 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,355 shares; 2024Q4: 18,875 shares; 2025Q1: 20,035 shares; 2025Q2: 19,910 shares; 2025Q3: 19,258 shares; 2025Q4: 18,915 shares; 2026Q1: 18,828 shares; 2026Q2: 19,409 shares 19,409 $1.52M 0.15% +581 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,941 shares; 2024Q4: 14,637 shares; 2025Q1: 10,613 shares; 2025Q2: 10,652 shares; 2025Q3: 10,799 shares; 2025Q4: 10,493 shares; 2026Q1: 10,378 shares; 2026Q2: 10,746 shares 10,746 $1.5M 0.15% +368 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,017 shares; 2024Q4: 15,345 shares; 2025Q1: 15,278 shares; 2025Q2: 14,837 shares; 2025Q3: 14,597 shares; 2025Q4: 14,278 shares; 2026Q1: 14,114 shares; 2026Q2: 14,412 shares 14,412 $1.5M 0.15% +298 Timeline COHR COHERENT CORP More: the full row for COHERENT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,700 shares; 2025Q3: 6,162 shares; 2025Q4: 4,657 shares; 2026Q1: 3,814 shares; 2026Q2: 3,787 shares 3,787 $1.49M 0.15% -27 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,659 shares; 2024Q4: 12,198 shares; 2025Q1: 7,936 shares; 2025Q2: 7,917 shares; 2025Q3: 7,513 shares; 2025Q4: 6,734 shares; 2026Q1: 6,738 shares; 2026Q2: 6,996 shares 6,996 $1.49M 0.14% +258 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 32,127 shares; 2024Q4: 27,865 shares; 2025Q1: 29,761 shares; 2025Q2: 29,634 shares; 2025Q3: 29,616 shares; 2025Q4: 29,362 shares; 2026Q1: 29,546 shares; 2026Q2: 29,832 shares 29,832 $1.49M 0.14% +286 Timeline FNV FRANCO NEV CORP More: the full row for FRANCO NEV CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,063 shares; 2024Q4: 3,184 shares; 2025Q1: 4,863 shares; 2025Q2: 5,979 shares; 2025Q3: 6,303 shares; 2025Q4: 6,782 shares; 2026Q1: 7,099 shares; 2026Q2: 7,054 shares 7,054 $1.47M 0.14% -45 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,634 shares; 2024Q4: 6,290 shares; 2025Q1: 5,858 shares; 2025Q2: 6,025 shares; 2025Q3: 5,385 shares; 2025Q4: 5,283 shares; 2026Q1: 4,680 shares; 2026Q2: 4,375 shares 4,375 $1.47M 0.14% -305 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,661 shares; 2024Q4: 21,041 shares; 2025Q1: 18,318 shares; 2025Q2: 18,938 shares; 2025Q3: 18,938 shares; 2025Q4: 18,938 shares; 2026Q1: 18,963 shares; 2026Q2: 18,963 shares 18,963 $1.45M 0.14% 0 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,583 shares; 2024Q4: 1,263 shares; 2025Q1: 1,134 shares; 2025Q2: 1,134 shares; 2025Q3: 1,136 shares; 2025Q4: 1,342 shares; 2026Q1: 1,271 shares; 2026Q2: 1,353 shares 1,353 $1.44M 0.14% +82 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,395 shares; 2024Q4: 5,945 shares; 2025Q1: 5,964 shares; 2025Q2: 5,964 shares; 2025Q3: 4,947 shares; 2025Q4: 4,971 shares; 2026Q1: 4,136 shares; 2026Q2: 4,147 shares 4,147 $1.43M 0.14% +11 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: 4,691 shares; 2024Q4: 4,526 shares; 2025Q1: 4,235 shares; 2025Q2: 4,111 shares; 2025Q3: 3,943 shares; 2025Q4: 5,119 shares; 2026Q1: 4,983 shares; 2026Q2: 5,547 shares 5,547 $1.42M 0.14% +564 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,291 shares; 2024Q4: 11,256 shares; 2025Q1: 10,734 shares; 2025Q2: 10,517 shares; 2025Q3: 10,546 shares; 2025Q4: 10,292 shares; 2026Q1: 10,399 shares; 2026Q2: 51,507 shares 51,507 $1.41M 0.14% +41,108 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,361 shares; 2024Q4: 1,827 shares; 2025Q1: 1,641 shares; 2025Q2: 6,748 shares; 2025Q3: 6,653 shares; 2025Q4: 7,027 shares; 2026Q1: 6,431 shares; 2026Q2: 6,399 shares 6,399 $1.4M 0.14% -32 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,215 shares; 2024Q4: 4,016 shares; 2025Q1: 3,898 shares; 2025Q2: 3,901 shares; 2025Q3: 3,903 shares; 2025Q4: 3,871 shares; 2026Q1: 3,849 shares; 2026Q2: 3,924 shares 3,924 $1.39M 0.14% +75 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,510 shares; 2024Q4: 16,967 shares; 2025Q1: 14,181 shares; 2025Q2: 14,180 shares; 2025Q3: 13,640 shares; 2025Q4: 13,629 shares; 2026Q1: 11,975 shares; 2026Q2: 11,596 shares 11,596 $1.38M 0.13% -379 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,303 shares; 2025Q4: 4,129 shares; 2026Q1: 3,180 shares; 2026Q2: 3,152 shares 3,152 $1.37M 0.13% -28 Timeline L LOEWS CORP More: the full row for LOEWS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,003 shares; 2024Q4: 12,890 shares; 2025Q1: 12,810 shares; 2025Q2: 12,647 shares; 2025Q3: 11,671 shares; 2025Q4: 11,710 shares; 2026Q1: 12,020 shares; 2026Q2: 12,004 shares 12,004 $1.36M 0.13% -16 Timeline ETHV VANECK ETHEREUM TR More: the full row for VANECK ETHEREUM 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: 37,378 shares; 2025Q4: 51,131 shares; 2026Q1: 58,604 shares; 2026Q2: 58,871 shares 58,871 $1.36M 0.13% +267 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,473 shares; 2024Q4: 3,034 shares; 2025Q1: 3,043 shares; 2025Q2: 3,059 shares; 2025Q3: 3,354 shares; 2025Q4: 3,361 shares; 2026Q1: 3,400 shares; 2026Q2: 3,433 shares 3,433 $1.35M 0.13% +33 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,331 shares; 2024Q4: 5,312 shares; 2025Q1: 5,223 shares; 2025Q2: 5,213 shares; 2025Q3: 5,163 shares; 2025Q4: 10,010 shares; 2026Q1: 9,522 shares; 2026Q2: 11,445 shares 11,445 $1.34M 0.13% +1,923 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,042 shares; 2024Q4: 8,863 shares; 2025Q1: 8,693 shares; 2025Q2: 8,387 shares; 2025Q3: 8,131 shares; 2025Q4: 8,010 shares; 2026Q1: 7,820 shares; 2026Q2: 7,319 shares 7,319 $1.32M 0.13% -501 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,452 shares; 2024Q4: 5,848 shares; 2025Q1: 5,751 shares; 2025Q2: 5,761 shares; 2025Q3: 5,798 shares; 2025Q4: 5,810 shares; 2026Q1: 5,783 shares; 2026Q2: 5,865 shares 5,865 $1.31M 0.13% +82 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,276 shares; 2024Q4: 8,171 shares; 2025Q1: 8,150 shares; 2025Q2: 10,796 shares; 2025Q3: 10,132 shares; 2025Q4: 9,371 shares; 2026Q1: 9,698 shares; 2026Q2: 10,010 shares 10,010 $1.3M 0.13% +312 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,696 shares; 2024Q4: 2,726 shares; 2025Q1: 2,603 shares; 2025Q2: 2,540 shares; 2025Q3: 2,511 shares; 2025Q4: 2,427 shares; 2026Q1: 2,396 shares; 2026Q2: 2,516 shares 2,516 $1.29M 0.13% +120 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 49,238 shares; 2024Q4: 60,060 shares; 2025Q1: 63,326 shares; 2025Q2: 65,000 shares; 2025Q3: 64,439 shares; 2025Q4: 63,751 shares; 2026Q1: 60,680 shares; 2026Q2: 62,373 shares 62,373 $1.29M 0.13% +1,693 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,286 shares; 2024Q4: 21,088 shares; 2025Q1: 16,286 shares; 2025Q2: 16,242 shares; 2025Q3: 15,235 shares; 2025Q4: 15,142 shares; 2026Q1: 15,208 shares; 2026Q2: 14,689 shares 14,689 $1.29M 0.13% -519 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,503 shares; 2024Q4: 44,441 shares; 2025Q1: 40,901 shares; 2025Q2: 46,869 shares; 2025Q3: 45,927 shares; 2025Q4: 45,920 shares; 2026Q1: 45,920 shares; 2026Q2: 45,920 shares 45,920 $1.27M 0.12% 0 Timeline VBIL VANGUARD INSTL INDEX FD More: the full row for VANGUARD INSTL INDEX 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: 10,568 shares; 2025Q4: 12,335 shares; 2026Q1: 16,565 shares; 2026Q2: 16,707 shares 16,707 $1.26M 0.12% +142 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,206 shares; 2025Q2: 7,677 shares; 2025Q3: 7,589 shares; 2025Q4: 7,365 shares; 2026Q1: 7,090 shares; 2026Q2: 7,132 shares 7,132 $1.26M 0.12% +42 Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,891 shares; 2024Q4: 7,620 shares; 2025Q1: 7,617 shares; 2025Q2: 7,617 shares; 2025Q3: 7,515 shares; 2025Q4: 7,533 shares; 2026Q1: 7,599 shares; 2026Q2: 6,853 shares 6,853 $1.22M 0.12% -746 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,281 shares; 2024Q4: 22,311 shares; 2025Q1: 22,311 shares; 2025Q2: 22,302 shares; 2025Q3: 22,302 shares; 2025Q4: 22,302 shares; 2026Q1: 22,702 shares; 2026Q2: 22,880 shares 22,880 $1.22M 0.12% +178 Timeline SPYD 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: 39,096 shares; 2024Q4: 37,858 shares; 2025Q1: 33,888 shares; 2025Q2: 32,800 shares; 2025Q3: 31,700 shares; 2025Q4: 29,585 shares; 2026Q1: 27,245 shares; 2026Q2: 25,592 shares 25,592 $1.22M 0.12% -1,653 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,680 shares; 2024Q4: 5,624 shares; 2025Q1: 5,636 shares; 2025Q2: 5,550 shares; 2025Q3: 5,546 shares; 2025Q4: 5,021 shares; 2026Q1: 5,024 shares; 2026Q2: 4,975 shares 4,975 $1.21M 0.12% -49 Timeline SPMD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,269 shares; 2024Q4: 24,738 shares; 2025Q1: 20,815 shares; 2025Q2: 19,482 shares; 2025Q3: 19,362 shares; 2025Q4: 19,116 shares; 2026Q1: 17,662 shares; 2026Q2: 17,604 shares 17,604 $1.19M 0.12% -58 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,594 shares; 2024Q4: 11,030 shares; 2025Q1: 11,133 shares; 2025Q2: 11,240 shares; 2025Q3: 10,974 shares; 2025Q4: 10,978 shares; 2026Q1: 10,559 shares; 2026Q2: 10,382 shares 10,382 $1.19M 0.12% -177 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,499 shares; 2024Q4: 10,079 shares; 2025Q1: 10,812 shares; 2025Q2: 10,412 shares; 2025Q3: 7,745 shares; 2025Q4: 12,862 shares; 2026Q1: 11,952 shares; 2026Q2: 8,435 shares 8,435 $1.18M 0.11% -3,517 Timeline AEM AGNICO EAGLE MINES LTD More: the full row for AGNICO EAGLE MINES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,841 shares; 2024Q4: 17,657 shares; 2025Q1: 11,563 shares; 2025Q2: 10,683 shares; 2025Q3: 8,505 shares; 2025Q4: 9,031 shares; 2026Q1: 7,583 shares; 2026Q2: 7,590 shares 7,590 $1.18M 0.11% +7 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,329 shares; 2024Q4: 2,175 shares; 2025Q1: 2,033 shares; 2025Q2: 1,907 shares; 2025Q3: 2,303 shares; 2025Q4: 2,348 shares; 2026Q1: 2,364 shares; 2026Q2: 2,317 shares 2,317 $1.16M 0.11% -47 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,486 shares; 2024Q4: 3,458 shares; 2025Q1: 3,476 shares; 2025Q2: 3,514 shares; 2025Q3: 3,562 shares; 2025Q4: 3,499 shares; 2026Q1: 3,517 shares; 2026Q2: 3,684 shares 3,684 $1.16M 0.11% +167 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,007 shares; 2024Q4: 3,775 shares; 2025Q1: 3,263 shares; 2025Q2: 3,158 shares; 2025Q3: 2,836 shares; 2025Q4: 1,366 shares; 2026Q1: 2,778 shares; 2026Q2: 3,886 shares 3,886 $1.16M 0.11% +1,108 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,356 shares; 2024Q4: 9,037 shares; 2025Q1: 9,306 shares; 2025Q2: 10,226 shares; 2025Q3: 9,869 shares; 2025Q4: 9,010 shares; 2026Q1: 9,068 shares; 2026Q2: 9,867 shares 9,867 $1.15M 0.11% +799 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,715 shares; 2024Q4: 3,456 shares; 2025Q1: 3,645 shares; 2025Q2: 3,587 shares; 2025Q3: 3,555 shares; 2025Q4: 3,625 shares; 2026Q1: 3,545 shares; 2026Q2: 3,595 shares 3,595 $1.13M 0.11% +50 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,243 shares; 2024Q4: 3,209 shares; 2025Q1: 3,098 shares; 2025Q2: 3,027 shares; 2025Q3: 2,903 shares; 2025Q4: 2,945 shares; 2026Q1: 2,937 shares; 2026Q2: 2,815 shares 2,815 $1.12M 0.11% -122 Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 25,223 shares; 2026Q1: 25,223 shares; 2026Q2: 25,223 shares 25,223 $1.12M 0.11% 0 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,843 shares; 2024Q4: 19,585 shares; 2025Q1: 13,357 shares; 2025Q2: 12,584 shares; 2025Q3: 12,375 shares; 2025Q4: 11,754 shares; 2026Q1: 18,578 shares; 2026Q2: 19,394 shares 19,394 $1.12M 0.11% +816 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,298 shares; 2024Q4: 3,510 shares; 2025Q1: 3,333 shares; 2025Q2: 3,401 shares; 2025Q3: 3,271 shares; 2025Q4: 3,412 shares; 2026Q1: 3,428 shares; 2026Q2: 3,534 shares 3,534 $1.07M 0.1% +106 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 469 shares; 2024Q4: not reported; 2025Q1: 514 shares; 2025Q2: 1,384 shares; 2025Q3: 1,397 shares; 2025Q4: 1,451 shares; 2026Q1: 1,593 shares; 2026Q2: 2,056 shares 2,056 $1.07M 0.1% +463 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 31,081 shares; 2024Q4: 32,012 shares; 2025Q1: 31,613 shares; 2025Q2: 32,278 shares; 2025Q3: 32,589 shares; 2025Q4: 32,654 shares; 2026Q1: 31,903 shares; 2026Q2: 32,127 shares 32,127 $1.03M 0.1% +224 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,081 shares; 2024Q4: 3,899 shares; 2025Q1: 3,881 shares; 2025Q2: 3,955 shares; 2025Q3: 3,949 shares; 2025Q4: 3,892 shares; 2026Q1: 3,740 shares; 2026Q2: 4,126 shares 4,126 $1.02M 0.1% +386 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,266 shares; 2024Q4: 3,903 shares; 2025Q1: 3,767 shares; 2025Q2: 3,434 shares; 2025Q3: 3,689 shares; 2025Q4: 3,419 shares; 2026Q1: 3,604 shares; 2026Q2: 3,612 shares 3,612 $1.02M 0.1% +8 Timeline DFIC 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: 21,807 shares; 2025Q4: 23,038 shares; 2026Q1: 26,104 shares; 2026Q2: 27,159 shares 27,159 $1.01M 0.1% +1,055 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,439 shares; 2024Q4: 2,066 shares; 2025Q1: 1,939 shares; 2025Q2: 1,980 shares; 2025Q3: 1,845 shares; 2025Q4: 1,848 shares; 2026Q1: 1,858 shares; 2026Q2: 2,040 shares 2,040 $1M 0.1% +182 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,040 shares; 2024Q4: 2,191 shares; 2025Q1: 2,483 shares; 2025Q2: 2,595 shares; 2025Q3: 2,589 shares; 2025Q4: 2,388 shares; 2026Q1: 2,340 shares; 2026Q2: 2,824 shares 2,824 $996K 0.1% +484 Timeline GBTC GRAYSCALE BITCOIN TRUST ETF More: the full row for GRAYSCALE BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,986 shares; 2024Q4: 23,036 shares; 2025Q1: 23,036 shares; 2025Q2: 22,963 shares; 2025Q3: 22,963 shares; 2025Q4: 22,963 shares; 2026Q1: 21,653 shares; 2026Q2: 21,653 shares 21,653 $986K 0.1% 0 Timeline ULS UL SOLUTIONS INC More: the full row for UL SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,928 shares; 2024Q4: 8,928 shares; 2025Q1: 8,928 shares; 2025Q2: 8,928 shares; 2025Q3: 9,514 shares; 2025Q4: 9,514 shares; 2026Q1: 9,514 shares; 2026Q2: 9,522 shares 9,522 $970K 0.09% +8 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,589 shares; 2024Q4: 4,478 shares; 2025Q1: 4,241 shares; 2025Q2: 3,829 shares; 2025Q3: 2,600 shares; 2025Q4: 2,317 shares; 2026Q1: 2,060 shares; 2026Q2: 2,327 shares 2,327 $967K 0.09% +267 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,574 shares; 2024Q4: 1,537 shares; 2025Q1: 1,519 shares; 2025Q2: 1,476 shares; 2025Q3: 1,384 shares; 2025Q4: 1,307 shares; 2026Q1: 1,316 shares; 2026Q2: 1,269 shares 1,269 $959K 0.09% -47 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,506 shares; 2024Q4: 17,425 shares; 2025Q1: 15,965 shares; 2025Q2: 15,278 shares; 2025Q3: 14,864 shares; 2025Q4: 14,726 shares; 2026Q1: 13,053 shares; 2026Q2: 13,140 shares 13,140 $948K 0.09% +87 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,337 shares; 2025Q4: 1,790 shares; 2026Q1: 1,891 shares; 2026Q2: 1,895 shares 1,895 $941K 0.09% +4 Timeline AXON AXON ENTERPRISE INC More: the full row for AXON ENTERPRISE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,983 shares; 2024Q4: 1,379 shares; 2025Q1: 1,376 shares; 2025Q2: 1,087 shares; 2025Q3: 1,105 shares; 2025Q4: 1,312 shares; 2026Q1: 1,468 shares; 2026Q2: 1,678 shares 1,678 $941K 0.09% +210 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,552 shares; 2024Q4: 15,751 shares; 2025Q1: 15,499 shares; 2025Q2: 15,487 shares; 2025Q3: 14,516 shares; 2025Q4: 13,782 shares; 2026Q1: 15,610 shares; 2026Q2: 16,858 shares 16,858 $904K 0.09% +1,248 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,333 shares; 2024Q4: 10,394 shares; 2025Q1: 7,995 shares; 2025Q2: 8,217 shares; 2025Q3: 8,192 shares; 2025Q4: 16,510 shares; 2026Q1: 16,584 shares; 2026Q2: 16,923 shares 16,923 $899K 0.09% +339 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,700 shares; 2024Q4: 1,667 shares; 2025Q1: 1,574 shares; 2025Q2: 804 shares; 2025Q3: 806 shares; 2025Q4: 858 shares; 2026Q1: 812 shares; 2026Q2: 877 shares 877 $887K 0.09% +65 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: 13,213 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,741 shares; 2025Q3: 10,575 shares; 2025Q4: 10,903 shares; 2026Q1: 9,394 shares; 2026Q2: 9,422 shares 9,422 $880K 0.09% +28 Timeline PPL PPL CORP More: the full row for PPL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,401 shares; 2024Q4: 24,217 shares; 2025Q1: 24,174 shares; 2025Q2: 24,666 shares; 2025Q3: 24,715 shares; 2025Q4: 24,939 shares; 2026Q1: 24,067 shares; 2026Q2: 24,179 shares 24,179 $879K 0.09% +112 Timeline SN SHARKNINJA INC More: the full row for SHARKNINJA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,538 shares; 2024Q4: 7,325 shares; 2025Q1: 6,933 shares; 2025Q2: 6,806 shares; 2025Q3: 5,702 shares; 2025Q4: 6,260 shares; 2026Q1: 5,940 shares; 2026Q2: 5,770 shares 5,770 $879K 0.09% -170 Timeline RBC RBC BEARINGS INC More: the full row for RBC BEARINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,305 shares; 2025Q2: 1,352 shares; 2025Q3: 1,356 shares; 2025Q4: 1,347 shares; 2026Q1: 1,349 shares; 2026Q2: 1,347 shares 1,347 $868K 0.08% -2 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,404 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,440 shares; 2025Q3: 3,402 shares; 2025Q4: 3,338 shares; 2026Q1: 3,322 shares; 2026Q2: 3,389 shares 3,389 $866K 0.08% +67 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,911 shares; 2024Q4: 5,614 shares; 2025Q1: 5,531 shares; 2025Q2: 5,337 shares; 2025Q3: 5,364 shares; 2025Q4: 5,318 shares; 2026Q1: 5,420 shares; 2026Q2: 5,537 shares 5,537 $865K 0.08% +117 Timeline DVA DAVITA INC More: the full row for DAVITA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,570 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,885 shares 3,885 $864K 0.08% new Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,372 shares; 2024Q4: 1,327 shares; 2025Q1: 1,317 shares; 2025Q2: 1,330 shares; 2025Q3: 1,318 shares; 2025Q4: 1,326 shares; 2026Q1: 1,300 shares; 2026Q2: 1,351 shares 1,351 $857K 0.08% +51 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,961 shares; 2024Q4: 2,686 shares; 2025Q1: 2,677 shares; 2025Q2: 2,599 shares; 2025Q3: 2,579 shares; 2025Q4: 2,577 shares; 2026Q1: 2,550 shares; 2026Q2: 3,161 shares 3,161 $854K 0.08% +611 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,615 shares; 2024Q4: 2,582 shares; 2025Q1: 2,463 shares; 2025Q2: 2,566 shares; 2025Q3: 2,579 shares; 2025Q4: 2,487 shares; 2026Q1: 2,493 shares; 2026Q2: 2,469 shares 2,469 $850K 0.08% -24 Timeline FE FIRSTENERGY CORP More: the full row for FIRSTENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,707 shares; 2024Q4: 30,707 shares; 2025Q1: 30,764 shares; 2025Q2: 31,010 shares; 2025Q3: 31,046 shares; 2025Q4: 29,046 shares; 2026Q1: 14,684 shares; 2026Q2: 17,780 shares 17,780 $845K 0.08% +3,096 Timeline WAB WABTEC More: the full row for WABTEC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,652 shares; 2024Q4: 6,521 shares; 2025Q1: 3,246 shares; 2025Q2: 3,263 shares; 2025Q3: 3,029 shares; 2025Q4: 3,038 shares; 2026Q1: 3,038 shares; 2026Q2: 3,100 shares 3,100 $836K 0.08% +62 Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,394 shares; 2024Q4: 20,439 shares; 2025Q1: 20,464 shares; 2025Q2: 20,122 shares; 2025Q3: 19,437 shares; 2025Q4: 27,074 shares; 2026Q1: 26,328 shares; 2026Q2: 24,574 shares 24,574 $836K 0.08% -1,754 Timeline OMC OMNICOM GROUP INC More: the full row for OMNICOM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,939 shares; 2024Q4: 8,439 shares; 2025Q1: 12,693 shares; 2025Q2: 12,524 shares; 2025Q3: 12,280 shares; 2025Q4: 12,110 shares; 2026Q1: 11,819 shares; 2026Q2: 11,450 shares 11,450 $834K 0.08% -369 Timeline CAVA CAVA GROUP INC More: the full row for CAVA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,950 shares; 2024Q4: 7,823 shares; 2025Q1: 8,842 shares; 2025Q2: 8,966 shares; 2025Q3: 10,744 shares; 2025Q4: 11,595 shares; 2026Q1: 9,596 shares; 2026Q2: 10,375 shares 10,375 $814K 0.08% +779 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,622 shares; 2024Q4: 8,485 shares; 2025Q1: 8,528 shares; 2025Q2: 8,664 shares; 2025Q3: 8,679 shares; 2025Q4: 8,622 shares; 2026Q1: 8,667 shares; 2026Q2: 8,822 shares 8,822 $814K 0.08% +155 Timeline PRF INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 15,243 shares; 2025Q1: 15,243 shares; 2025Q2: 15,243 shares; 2025Q3: 15,000 shares; 2025Q4: 15,000 shares; 2026Q1: 15,000 shares; 2026Q2: 15,000 shares 15,000 $810K 0.08% 0 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,545 shares; 2024Q4: 9,504 shares; 2025Q1: 9,810 shares; 2025Q2: 10,016 shares; 2025Q3: 9,417 shares; 2025Q4: 9,347 shares; 2026Q1: 9,112 shares; 2026Q2: 9,722 shares 9,722 $803K 0.08% +610 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,904 shares; 2024Q4: 2,879 shares; 2025Q1: 4,835 shares; 2025Q2: 6,365 shares; 2025Q3: 6,427 shares; 2025Q4: 6,128 shares; 2026Q1: 4,746 shares; 2026Q2: 4,553 shares 4,553 $799K 0.08% -193 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,618 shares; 2025Q3: 5,590 shares; 2025Q4: 5,268 shares; 2026Q1: 2,364 shares; 2026Q2: 2,673 shares 2,673 $796K 0.08% +309 Timeline JMST 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: 4,531 shares; 2024Q4: 7,387 shares; 2025Q1: 13,251 shares; 2025Q2: 18,815 shares; 2025Q3: 16,673 shares; 2025Q4: 15,283 shares; 2026Q1: 15,703 shares; 2026Q2: 15,544 shares 15,544 $793K 0.08% -159 Timeline AFRM AFFIRM HLDGS INC More: the full row for AFFIRM HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,511 shares; 2025Q2: 6,863 shares; 2025Q3: 6,932 shares; 2025Q4: 6,853 shares; 2026Q1: 8,696 shares; 2026Q2: 9,520 shares 9,520 $776K 0.08% +824 Timeline FNDA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,279 shares; 2024Q4: 20,558 shares; 2025Q1: 20,314 shares; 2025Q2: 20,314 shares; 2025Q3: 20,314 shares; 2025Q4: 20,314 shares; 2026Q1: 20,180 shares; 2026Q2: 20,180 shares 20,180 $768K 0.07% 0 Timeline FTI TECHNIPFMC PLC More: the full row for TECHNIPFMC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 15,697 shares; 2025Q1: 15,735 shares; 2025Q2: 16,256 shares; 2025Q3: 16,128 shares; 2025Q4: 15,608 shares; 2026Q1: 11,625 shares; 2026Q2: 11,546 shares 11,546 $766K 0.07% -79 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,109 shares; 2024Q4: 5,425 shares; 2025Q1: 5,366 shares; 2025Q2: 5,366 shares; 2025Q3: 5,306 shares; 2025Q4: 5,297 shares; 2026Q1: 5,386 shares; 2026Q2: 5,546 shares 5,546 $763K 0.07% +160 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,531 shares 5,531 $757K 0.07% new 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: 2,678 shares; 2024Q4: 2,589 shares; 2025Q1: 2,969 shares; 2025Q2: 3,067 shares; 2025Q3: 3,158 shares; 2025Q4: 3,116 shares; 2026Q1: 3,149 shares; 2026Q2: 3,173 shares 3,173 $755K 0.07% +24 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1 shares; 2025Q2: 1 shares; 2025Q3: 1 shares; 2025Q4: 1 shares; 2026Q1: 1 shares; 2026Q2: 1 shares 1 $749K 0.07% 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: not reported; 2024Q4: 3,218 shares; 2025Q1: 4,186 shares; 2025Q2: 4,492 shares; 2025Q3: 5,091 shares; 2025Q4: 5,519 shares; 2026Q1: 5,447 shares; 2026Q2: 5,213 shares 5,213 $746K 0.07% -234 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,068 shares; 2025Q2: 1,296 shares; 2025Q3: 1,703 shares; 2025Q4: 1,675 shares; 2026Q1: 1,676 shares; 2026Q2: 1,667 shares 1,667 $744K 0.07% -9 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,271 shares; 2024Q4: 4,276 shares; 2025Q1: 4,180 shares; 2025Q2: 4,208 shares; 2025Q3: 2,185 shares; 2025Q4: 2,282 shares; 2026Q1: 2,304 shares; 2026Q2: 2,732 shares 2,732 $743K 0.07% +428 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,806 shares; 2024Q4: 8,468 shares; 2025Q1: 8,163 shares; 2025Q2: 8,414 shares; 2025Q3: 8,466 shares; 2025Q4: 8,420 shares; 2026Q1: 8,269 shares; 2026Q2: 8,063 shares 8,063 $732K 0.07% -206 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,476 shares; 2024Q4: 4,987 shares; 2025Q1: 5,039 shares; 2025Q2: 4,969 shares; 2025Q3: 5,262 shares; 2025Q4: 5,014 shares; 2026Q1: 5,040 shares; 2026Q2: 5,283 shares 5,283 $715K 0.07% +243 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: 11,377 shares; 2024Q4: 9,670 shares; 2025Q1: 9,670 shares; 2025Q2: 9,327 shares; 2025Q3: 7,763 shares; 2025Q4: 7,780 shares; 2026Q1: 7,780 shares; 2026Q2: 7,780 shares 7,780 $714K 0.07% 0 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,690 shares; 2024Q4: 9,606 shares; 2025Q1: 9,062 shares; 2025Q2: 5,499 shares; 2025Q3: 5,075 shares; 2025Q4: 5,629 shares; 2026Q1: 5,593 shares; 2026Q2: 5,463 shares 5,463 $713K 0.07% -130 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,739 shares; 2025Q4: 7,805 shares; 2026Q1: 7,967 shares; 2026Q2: 8,206 shares 8,206 $713K 0.07% +239 Timeline MKL MARKEL GROUP INC More: the full row for MARKEL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 427 shares; 2024Q4: 399 shares; 2025Q1: 398 shares; 2025Q2: 406 shares; 2025Q3: 381 shares; 2025Q4: 374 shares; 2026Q1: 368 shares; 2026Q2: 365 shares 365 $713K 0.07% -3 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,806 shares; 2024Q4: 4,733 shares; 2025Q1: 4,600 shares; 2025Q2: 4,965 shares; 2025Q3: 4,935 shares; 2025Q4: 5,219 shares; 2026Q1: 5,293 shares; 2026Q2: 4,241 shares 4,241 $707K 0.07% -1,052 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,184 shares; 2024Q4: 2,554 shares; 2025Q1: 2,339 shares; 2025Q2: 2,342 shares; 2025Q3: 2,474 shares; 2025Q4: 1,761 shares; 2026Q1: 1,767 shares; 2026Q2: 1,872 shares 1,872 $700K 0.07% +105 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,862 shares; 2024Q4: 4,680 shares; 2025Q1: 4,710 shares; 2025Q2: 4,613 shares; 2025Q3: 5,083 shares; 2025Q4: 5,077 shares; 2026Q1: 6,304 shares; 2026Q2: 6,506 shares 6,506 $699K 0.07% +202 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,083 shares 3,083 $690K 0.07% new Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,622 shares; 2024Q4: 3,413 shares; 2025Q1: 3,384 shares; 2025Q2: 3,358 shares; 2025Q3: 3,346 shares; 2025Q4: 3,358 shares; 2026Q1: 3,309 shares; 2026Q2: 3,420 shares 3,420 $689K 0.07% +111 Timeline DFAI DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,001 shares; 2024Q4: 8,370 shares; 2025Q1: 25,358 shares; 2025Q2: 29,959 shares; 2025Q3: 14,066 shares; 2025Q4: 14,070 shares; 2026Q1: 14,352 shares; 2026Q2: 16,604 shares 16,604 $685K 0.07% +2,252 Timeline FIX COMFORT SYS USA INC More: the full row for COMFORT SYS USA 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: 341 shares; 2026Q2: 345 shares 345 $684K 0.07% +4 Timeline HONA HONEYWELL AEROSPACE INC More: the full row for HONEYWELL AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,083 shares 3,083 $682K 0.07% new Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,775 shares; 2024Q4: 10,239 shares; 2025Q1: 6,776 shares; 2025Q2: 6,618 shares; 2025Q3: 6,616 shares; 2025Q4: 6,939 shares; 2026Q1: 6,543 shares; 2026Q2: 7,034 shares 7,034 $679K 0.07% +491 Timeline ECHO ECHOSTAR CORP More: the full row for ECHOSTAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,718 shares; 2024Q4: 26,937 shares; 2025Q1: 19,349 shares; 2025Q2: 12,634 shares; 2025Q3: 9,096 shares; 2025Q4: 8,254 shares; 2026Q1: 7,068 shares; 2026Q2: 6,635 shares 6,635 $673K 0.07% -433 Timeline THC TENET HEALTHCARE CORP More: the full row for TENET HEALTHCARE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,418 shares; 2024Q4: 4,062 shares; 2025Q1: 4,030 shares; 2025Q2: 4,099 shares; 2025Q3: 3,975 shares; 2025Q4: 3,854 shares; 2026Q1: 3,660 shares; 2026Q2: 3,598 shares 3,598 $673K 0.07% -62 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 211 shares; 2025Q4: 212 shares; 2026Q1: 201 shares; 2026Q2: 2,226 shares 2,226 $672K 0.07% +2,025 Timeline CBOE CBOE GLOBAL MKTS INC More: the full row for CBOE GLOBAL MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,069 shares; 2024Q4: 2,925 shares; 2025Q1: not reported; 2025Q2: 2,752 shares; 2025Q3: 2,799 shares; 2025Q4: 2,772 shares; 2026Q1: 2,639 shares; 2026Q2: 2,755 shares 2,755 $669K 0.07% +116 Timeline GPC GENUINE PARTS CO More: the full row for GENUINE PARTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,619 shares; 2024Q4: 5,196 shares; 2025Q1: 5,503 shares; 2025Q2: 5,578 shares; 2025Q3: 5,617 shares; 2025Q4: 5,577 shares; 2026Q1: 5,585 shares; 2026Q2: 5,568 shares 5,568 $657K 0.06% -17 Timeline EVSM 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: 10,292 shares; 2024Q4: 15,908 shares; 2025Q1: 23,134 shares; 2025Q2: 21,629 shares; 2025Q3: 19,489 shares; 2025Q4: 19,455 shares; 2026Q1: 17,623 shares; 2026Q2: 13,054 shares 13,054 $657K 0.06% -4,569 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,892 shares; 2024Q4: 23,037 shares; 2025Q1: 23,637 shares; 2025Q2: 23,328 shares; 2025Q3: 21,020 shares; 2025Q4: 20,142 shares; 2026Q1: 12,037 shares; 2026Q2: 12,062 shares 12,062 $654K 0.06% +25 Timeline DFAU DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 15,405 shares; 2025Q3: 15,405 shares; 2025Q4: 15,405 shares; 2026Q1: 12,671 shares; 2026Q2: 12,549 shares 12,549 $649K 0.06% -122 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: 24,482 shares; 2024Q4: 22,545 shares; 2025Q1: 36,333 shares; 2025Q2: 37,372 shares; 2025Q3: 36,566 shares; 2025Q4: 32,564 shares; 2026Q1: 32,774 shares; 2026Q2: 30,067 shares 30,067 $643K 0.06% -2,707 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,249 shares; 2024Q4: 22,043 shares; 2025Q1: 29,938 shares; 2025Q2: 25,511 shares; 2025Q3: 4,861 shares; 2025Q4: 5,516 shares; 2026Q1: 8,514 shares; 2026Q2: 6,923 shares 6,923 $634K 0.06% -1,591 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,759 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 743 shares; 2026Q2: 875 shares 875 $633K 0.06% +132 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,492 shares; 2024Q4: 2,623 shares; 2025Q1: 2,423 shares; 2025Q2: 2,371 shares; 2025Q3: 2,288 shares; 2025Q4: 2,177 shares; 2026Q1: 2,176 shares; 2026Q2: 2,175 shares 2,175 $632K 0.06% -1 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,967 shares; 2024Q4: 7,215 shares; 2025Q1: 7,126 shares; 2025Q2: 6,983 shares; 2025Q3: 6,747 shares; 2025Q4: 6,237 shares; 2026Q1: 6,261 shares; 2026Q2: 7,739 shares 7,739 $629K 0.06% +1,478 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,109 shares; 2024Q4: 9,698 shares; 2025Q1: 9,679 shares; 2025Q2: 9,585 shares; 2025Q3: 9,414 shares; 2025Q4: 9,460 shares; 2026Q1: 8,873 shares; 2026Q2: 8,742 shares 8,742 $629K 0.06% -131 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,444 shares; 2024Q4: 4,294 shares; 2025Q1: 4,037 shares; 2025Q2: 3,974 shares; 2025Q3: 3,174 shares; 2025Q4: 3,170 shares; 2026Q1: 3,209 shares; 2026Q2: 2,759 shares 2,759 $626K 0.06% -450 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,616 shares; 2024Q4: 6,283 shares; 2025Q1: 7,606 shares; 2025Q2: 7,515 shares; 2025Q3: 6,113 shares; 2025Q4: 6,208 shares; 2026Q1: 6,620 shares; 2026Q2: 6,620 shares 6,620 $626K 0.06% 0 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,790 shares; 2024Q4: 24,887 shares; 2025Q1: 15,656 shares; 2025Q2: 15,656 shares; 2025Q3: 15,656 shares; 2025Q4: 15,656 shares; 2026Q1: 16,356 shares; 2026Q2: 16,974 shares 16,974 $613K 0.06% +618 Timeline ROKU ROKU INC More: the full row for ROKU INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,628 shares; 2024Q4: 8,930 shares; 2025Q1: 8,022 shares; 2025Q2: 7,973 shares; 2025Q3: 7,126 shares; 2025Q4: 6,081 shares; 2026Q1: 5,398 shares; 2026Q2: 4,436 shares 4,436 $613K 0.06% -962 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,176 shares; 2024Q4: 4,179 shares; 2025Q1: 4,099 shares; 2025Q2: 4,060 shares; 2025Q3: 3,935 shares; 2025Q4: 3,815 shares; 2026Q1: 2,454 shares; 2026Q2: 1,499 shares 1,499 $611K 0.06% -955 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: 11,736 shares; 2024Q4: 11,892 shares; 2025Q1: 11,734 shares; 2025Q2: 10,882 shares; 2025Q3: 9,997 shares; 2025Q4: 14,990 shares; 2026Q1: 14,928 shares; 2026Q2: 14,212 shares 14,212 $605K 0.06% -716 Timeline SNDK SANDISK CORP More: the full row for SANDISK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 265 shares 265 $603K 0.06% new Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 36,741 shares; 2024Q4: 35,227 shares; 2025Q1: 26,041 shares; 2025Q2: 24,338 shares; 2025Q3: 22,650 shares; 2025Q4: 25,014 shares; 2026Q1: 23,766 shares; 2026Q2: 24,984 shares 24,984 $602K 0.06% +1,218 Timeline QTEC 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: 2,086 shares; 2024Q4: 1,812 shares; 2025Q1: 1,812 shares; 2025Q2: 2,105 shares; 2025Q3: 1,890 shares; 2025Q4: 1,908 shares; 2026Q1: 1,785 shares; 2026Q2: 1,795 shares 1,795 $601K 0.06% +10 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,749 shares; 2024Q4: 2,278 shares; 2025Q1: 2,278 shares; 2025Q2: 2,278 shares; 2025Q3: 2,278 shares; 2025Q4: 2,240 shares; 2026Q1: 2,318 shares; 2026Q2: 3,744 shares 3,744 $594K 0.06% +1,426 Timeline DFIV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,278 shares; 2024Q4: 18,694 shares; 2025Q1: 9,476 shares; 2025Q2: 11,314 shares; 2025Q3: 12,162 shares; 2025Q4: 11,947 shares; 2026Q1: 11,699 shares; 2026Q2: 10,991 shares 10,991 $594K 0.06% -708 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,161 shares; 2024Q4: 8,779 shares; 2025Q1: 9,810 shares; 2025Q2: 16,686 shares; 2025Q3: 16,390 shares; 2025Q4: 9,677 shares; 2026Q1: 9,745 shares; 2026Q2: 10,178 shares 10,178 $589K 0.06% +433 Timeline DUHP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,569 shares; 2024Q4: 13,962 shares; 2025Q1: 11,439 shares; 2025Q2: 14,548 shares; 2025Q3: 14,218 shares; 2025Q4: 13,905 shares; 2026Q1: 13,930 shares; 2026Q2: 13,930 shares 13,930 $581K 0.06% 0 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,790 shares; 2024Q4: 2,796 shares; 2025Q1: 2,829 shares; 2025Q2: 3,007 shares; 2025Q3: 3,192 shares; 2025Q4: 3,068 shares; 2026Q1: 3,095 shares; 2026Q2: 3,832 shares 3,832 $581K 0.06% +737 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,283 shares; 2024Q4: 12,668 shares; 2025Q1: 14,797 shares; 2025Q2: 15,833 shares; 2025Q3: 17,019 shares; 2025Q4: 17,019 shares; 2026Q1: 17,159 shares; 2026Q2: 17,420 shares 17,420 $580K 0.06% +261 Timeline VICI VICI PPTYS INC More: the full row for VICI PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,692 shares; 2024Q4: 20,529 shares; 2025Q1: 21,640 shares; 2025Q2: 21,728 shares; 2025Q3: 21,412 shares; 2025Q4: 20,894 shares; 2026Q1: 20,764 shares; 2026Q2: 21,363 shares 21,363 $567K 0.06% +599 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,614 shares; 2024Q4: 10,311 shares; 2025Q1: 10,614 shares; 2025Q2: 10,749 shares; 2025Q3: 16,081 shares; 2025Q4: 10,234 shares; 2026Q1: 6,561 shares; 2026Q2: 6,666 shares 6,666 $565K 0.05% +105 Timeline ADM ARCHER DANIELS MIDLAND CO More: the full row for ARCHER DANIELS MIDLAND CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 7,376 shares 7,376 $564K 0.05% new Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,628 shares; 2024Q4: 2,504 shares; 2025Q1: 2,422 shares; 2025Q2: 2,472 shares; 2025Q3: 2,367 shares; 2025Q4: 2,367 shares; 2026Q1: 2,367 shares; 2026Q2: 2,367 shares 2,367 $560K 0.05% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,015 shares; 2025Q3: 4,010 shares; 2025Q4: 3,963 shares; 2026Q1: 3,845 shares; 2026Q2: 3,788 shares 3,788 $552K 0.05% -57 Timeline RKLB ROCKET LAB CORP More: the full row for ROCKET LAB CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,088 shares; 2025Q3: 6,106 shares; 2025Q4: 6,246 shares; 2026Q1: 5,271 shares; 2026Q2: 5,412 shares 5,412 $550K 0.05% +141 Timeline EXEL EXELIXIS INC More: the full row for EXELIXIS 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: 9,961 shares 9,961 $542K 0.05% new Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,562 shares 1,562 $535K 0.05% new Timeline SPHB 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: 5,701 shares; 2024Q4: 5,606 shares; 2025Q1: 5,606 shares; 2025Q2: 5,606 shares; 2025Q3: 4,870 shares; 2025Q4: 4,870 shares; 2026Q1: 3,480 shares; 2026Q2: 3,438 shares 3,438 $535K 0.05% -42 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,092 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,124 shares 5,124 $532K 0.05% new Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,732 shares; 2024Q4: 2,318 shares; 2025Q1: 1,597 shares; 2025Q2: 1,518 shares; 2025Q3: 1,482 shares; 2025Q4: 1,483 shares; 2026Q1: 1,522 shares; 2026Q2: 6,231 shares 6,231 $502K 0.05% +4,709 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,232 shares; 2025Q1: 1,173 shares; 2025Q2: 1,075 shares; 2025Q3: 1,028 shares; 2025Q4: 1,056 shares; 2026Q1: 1,040 shares; 2026Q2: 972 shares 972 $501K 0.05% -68 Timeline BKLC 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: 5,802 shares; 2024Q4: 5,488 shares; 2025Q1: 5,598 shares; 2025Q2: 5,604 shares; 2025Q3: 3,565 shares; 2025Q4: 3,661 shares; 2026Q1: 3,661 shares; 2026Q2: 3,481 shares 3,481 $499K 0.05% -180 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,560 shares; 2024Q4: 1,655 shares; 2025Q1: 1,691 shares; 2025Q2: 2,422 shares; 2025Q3: 1,223 shares; 2025Q4: 1,126 shares; 2026Q1: 1,159 shares; 2026Q2: 1,694 shares 1,694 $497K 0.05% +535 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,289 shares; 2024Q4: 3,288 shares; 2025Q1: 3,287 shares; 2025Q2: 3,287 shares; 2025Q3: 3,259 shares; 2025Q4: 3,259 shares; 2026Q1: 3,259 shares; 2026Q2: 3,259 shares 3,259 $496K 0.05% 0 Timeline PRFZ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,880 shares; 2024Q4: 8,880 shares; 2025Q1: 8,880 shares; 2025Q2: 8,880 shares; 2025Q3: 8,880 shares; 2025Q4: 8,880 shares; 2026Q1: 8,880 shares; 2026Q2: 8,880 shares 8,880 $495K 0.05% 0 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 748 shares; 2024Q4: 775 shares; 2025Q1: not reported; 2025Q2: 334 shares; 2025Q3: 862 shares; 2025Q4: 362 shares; 2026Q1: 362 shares; 2026Q2: 4,080 shares 4,080 $488K 0.05% +3,718 Timeline DDOG DATADOG INC More: the full row for DATADOG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,945 shares; 2025Q4: 1,868 shares; 2026Q1: 1,970 shares; 2026Q2: 1,861 shares 1,861 $485K 0.05% -109 Timeline NLY ANNALY CAPITAL MANAGEMENT IN More: the full row for ANNALY CAPITAL MANAGEMENT IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 19,795 shares; 2025Q2: 20,367 shares; 2025Q3: 21,216 shares; 2025Q4: 21,394 shares; 2026Q1: 21,889 shares; 2026Q2: 21,616 shares 21,616 $483K 0.05% -273 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: not reported; 2024Q4: not reported; 2025Q1: 6,807 shares; 2025Q2: 6,866 shares; 2025Q3: 7,368 shares; 2025Q4: 7,348 shares; 2026Q1: 7,323 shares; 2026Q2: 7,700 shares 7,700 $483K 0.05% +377 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,091 shares; 2024Q4: 6,162 shares; 2025Q1: 4,534 shares; 2025Q2: 4,542 shares; 2025Q3: 4,402 shares; 2025Q4: 4,240 shares; 2026Q1: 4,068 shares; 2026Q2: 3,914 shares 3,914 $482K 0.05% -154 Timeline LEN LENNAR CORP More: the full row for LENNAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,163 shares; 2025Q3: 5,528 shares; 2025Q4: 5,455 shares; 2026Q1: 5,444 shares; 2026Q2: 5,315 shares 5,315 $481K 0.05% -129 Timeline EDV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,285 shares; 2026Q1: 7,285 shares; 2026Q2: 7,285 shares 7,285 $474K 0.05% 0 Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,419 shares; 2024Q4: 11,597 shares; 2025Q1: 11,410 shares; 2025Q2: 12,155 shares; 2025Q3: 12,066 shares; 2025Q4: 8,819 shares; 2026Q1: 9,460 shares; 2026Q2: 9,714 shares 9,714 $472K 0.05% +254 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 678 shares; 2024Q4: 662 shares; 2025Q1: 630 shares; 2025Q2: 636 shares; 2025Q3: 568 shares; 2025Q4: 4,955 shares; 2026Q1: 4,824 shares; 2026Q2: 4,746 shares 4,746 $471K 0.05% -78 Timeline VSS VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,975 shares; 2024Q4: 3,019 shares; 2025Q1: not reported; 2025Q2: 2,032 shares; 2025Q3: 3,022 shares; 2025Q4: 3,005 shares; 2026Q1: 3,005 shares; 2026Q2: 3,005 shares 3,005 $464K 0.05% 0 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 570 shares; 2025Q2: 639 shares; 2025Q3: 623 shares; 2025Q4: 598 shares; 2026Q1: 607 shares; 2026Q2: 602 shares 602 $459K 0.04% -5 Timeline HAS HASBRO INC More: the full row for HASBRO 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: 5,483 shares; 2025Q4: 5,483 shares; 2026Q1: 5,400 shares; 2026Q2: 5,429 shares 5,429 $448K 0.04% +29 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,439 shares; 2024Q4: 6,770 shares; 2025Q1: 5,013 shares; 2025Q2: 4,435 shares; 2025Q3: 4,389 shares; 2025Q4: 4,362 shares; 2026Q1: 4,360 shares; 2026Q2: 4,487 shares 4,487 $444K 0.04% +127 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: 17,806 shares; 2024Q4: 15,243 shares; 2025Q1: 8,053 shares; 2025Q2: 8,542 shares; 2025Q3: 7,312 shares; 2025Q4: 7,234 shares; 2026Q1: 6,590 shares; 2026Q2: 6,590 shares 6,590 $442K 0.04% 0 Timeline FHN FIRST HORIZON CORPORATION More: the full row for FIRST HORIZON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 16,989 shares; 2026Q2: 17,210 shares 17,210 $441K 0.04% +221 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,910 shares; 2026Q2: 2,994 shares 2,994 $438K 0.04% +84 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,683 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,179 shares; 2026Q2: 2,347 shares 2,347 $435K 0.04% +1,168 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,418 shares; 2024Q4: 2,127 shares; 2025Q1: 2,130 shares; 2025Q2: 2,251 shares; 2025Q3: 2,239 shares; 2025Q4: 2,287 shares; 2026Q1: 1,931 shares; 2026Q2: 1,936 shares 1,936 $428K 0.04% +5 Timeline DFLV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,710 shares; 2024Q4: 12,408 shares; 2025Q1: 12,183 shares; 2025Q2: 12,305 shares; 2025Q3: 8,459 shares; 2025Q4: 8,512 shares; 2026Q1: 8,455 shares; 2026Q2: 10,631 shares 10,631 $420K 0.04% +2,176 Timeline CCI CROWN CASTLE INC More: the full row for CROWN CASTLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,710 shares; 2024Q4: 5,570 shares; 2025Q1: 5,599 shares; 2025Q2: 5,766 shares; 2025Q3: 5,674 shares; 2025Q4: 5,445 shares; 2026Q1: 5,501 shares; 2026Q2: 5,485 shares 5,485 $415K 0.04% -16 Timeline FIXD 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: 12,308 shares; 2024Q4: 12,196 shares; 2025Q1: 10,820 shares; 2025Q2: 10,820 shares; 2025Q3: 10,370 shares; 2025Q4: 10,370 shares; 2026Q1: 10,370 shares; 2026Q2: 9,483 shares 9,483 $414K 0.04% -887 Timeline SPCX SPACE EXPLORATION TECHN CORP More: the full row for SPACE EXPLORATION TECHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,400 shares 2,400 $410K 0.04% new Timeline GPCR STRUCTURE THERAPEUTICS INC More: the full row for STRUCTURE THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,800 shares; 2024Q4: 7,851 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,483 shares; 2026Q1: 4,729 shares; 2026Q2: 7,635 shares 7,635 $410K 0.04% +2,906 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,044 shares; 2024Q4: 11,948 shares; 2025Q1: 9,981 shares; 2025Q2: 10,369 shares; 2025Q3: 8,242 shares; 2025Q4: 7,243 shares; 2026Q1: 6,748 shares; 2026Q2: 7,180 shares 7,180 $406K 0.04% +432 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 894 shares; 2024Q4: 897 shares; 2025Q1: 940 shares; 2025Q2: 919 shares; 2025Q3: 750 shares; 2025Q4: 764 shares; 2026Q1: 801 shares; 2026Q2: 1,190 shares 1,190 $403K 0.04% +389 Timeline ATO ATMOS ENERGY CORP More: the full row for ATMOS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,341 shares; 2026Q2: 2,332 shares 2,332 $402K 0.04% -9 Timeline AS AMER SPORTS INC More: the full row for AMER SPORTS 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: 11,750 shares; 2026Q1: 11,632 shares; 2026Q2: 11,859 shares 11,859 $401K 0.04% +227 Timeline CACI CACI INTL INC More: the full row for CACI INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 940 shares; 2024Q4: 963 shares; 2025Q1: 910 shares; 2025Q2: 873 shares; 2025Q3: 868 shares; 2025Q4: 868 shares; 2026Q1: 868 shares; 2026Q2: 861 shares 861 $399K 0.04% -7 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,646 shares; 2024Q4: 6,478 shares; 2025Q1: 6,517 shares; 2025Q2: 6,749 shares; 2025Q3: 6,242 shares; 2025Q4: 5,092 shares; 2026Q1: 4,420 shares; 2026Q2: 4,084 shares 4,084 $393K 0.04% -336 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 48,674 shares; 2024Q4: 41,386 shares; 2025Q1: 41,526 shares; 2025Q2: 42,251 shares; 2025Q3: 35,639 shares; 2025Q4: 18,810 shares; 2026Q1: 18,395 shares; 2026Q2: 15,875 shares 15,875 $390K 0.04% -2,520 Timeline WPC WP CAREY INC More: the full row for WP CAREY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,926 shares; 2024Q4: 5,144 shares; 2025Q1: 5,632 shares; 2025Q2: 5,694 shares; 2025Q3: 5,546 shares; 2025Q4: 5,469 shares; 2026Q1: 5,487 shares; 2026Q2: 5,449 shares 5,449 $390K 0.04% -38 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,207 shares; 2024Q4: 5,207 shares; 2025Q1: 5,207 shares; 2025Q2: 5,207 shares; 2025Q3: 4,543 shares; 2025Q4: 4,543 shares; 2026Q1: 4,532 shares; 2026Q2: 4,564 shares 4,564 $379K 0.04% +32 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,625 shares; 2024Q4: 1,625 shares; 2025Q1: 1,515 shares; 2025Q2: 1,515 shares; 2025Q3: 1,515 shares; 2025Q4: 1,515 shares; 2026Q1: 1,515 shares; 2026Q2: 1,515 shares 1,515 $373K 0.04% 0 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,767 shares; 2024Q4: 3,161 shares; 2025Q1: 2,885 shares; 2025Q2: not reported; 2025Q3: 3,308 shares; 2025Q4: 5,521 shares; 2026Q1: 5,029 shares; 2026Q2: 5,029 shares 5,029 $369K 0.04% 0 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,445 shares 1,445 $369K 0.04% new Timeline AA ALCOA CORP More: the full row for ALCOA 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: 6,838 shares; 2026Q2: 6,923 shares 6,923 $361K 0.04% +85 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 409 shares; 2026Q2: 682 shares 682 $357K 0.03% +273 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 108 shares; 2024Q4: 103 shares; 2025Q1: 102 shares; 2025Q2: 96 shares; 2025Q3: 95 shares; 2025Q4: 121 shares; 2026Q1: 103 shares; 2026Q2: 1,992 shares 1,992 $355K 0.03% +1,889 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,015 shares; 2024Q4: 1,019 shares; 2025Q1: 1,016 shares; 2025Q2: 1,087 shares; 2025Q3: 1,110 shares; 2025Q4: 1,092 shares; 2026Q1: 313 shares; 2026Q2: 335 shares 335 $349K 0.03% +22 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,044 shares; 2024Q4: 6,231 shares; 2025Q1: 6,169 shares; 2025Q2: 6,106 shares; 2025Q3: 4,332 shares; 2025Q4: 4,155 shares; 2026Q1: 2,135 shares; 2026Q2: 2,168 shares 2,168 $340K 0.03% +33 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: 5,678 shares; 2024Q4: 5,593 shares; 2025Q1: 5,279 shares; 2025Q2: 5,046 shares; 2025Q3: 4,975 shares; 2025Q4: 4,418 shares; 2026Q1: 4,384 shares; 2026Q2: 4,164 shares 4,164 $336K 0.03% -220 Timeline DFSU DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,148 shares; 2025Q3: 7,148 shares; 2025Q4: 7,148 shares; 2026Q1: 7,148 shares; 2026Q2: 7,148 shares 7,148 $333K 0.03% 0 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,404 shares; 2024Q4: 1,404 shares; 2025Q1: 1,413 shares; 2025Q2: 1,449 shares; 2025Q3: 1,497 shares; 2025Q4: 1,488 shares; 2026Q1: 1,306 shares; 2026Q2: 1,335 shares 1,335 $332K 0.03% +29 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,443 shares; 2024Q4: 2,081 shares; 2025Q1: 1,908 shares; 2025Q2: 1,908 shares; 2025Q3: 1,881 shares; 2025Q4: 1,881 shares; 2026Q1: 1,865 shares; 2026Q2: 1,314 shares 1,314 $331K 0.03% -551 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,690 shares; 2024Q4: 1,695 shares; 2025Q1: 1,699 shares; 2025Q2: 1,705 shares; 2025Q3: 1,706 shares; 2025Q4: 1,707 shares; 2026Q1: 1,707 shares; 2026Q2: 1,672 shares 1,672 $330K 0.03% -35 Timeline KBWB 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: 55,145 shares; 2025Q2: 54,782 shares; 2025Q3: 55,017 shares; 2025Q4: 56,567 shares; 2026Q1: 51,094 shares; 2026Q2: 3,526 shares 3,526 $328K 0.03% -47,568 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: 21,864 shares; 2024Q4: 21,864 shares; 2025Q1: 21,704 shares; 2025Q2: 21,704 shares; 2025Q3: 21,004 shares; 2025Q4: 19,921 shares; 2026Q1: 16,180 shares; 2026Q2: 12,770 shares 12,770 $328K 0.03% -3,410 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,347 shares; 2024Q4: 3,347 shares; 2025Q1: 3,347 shares; 2025Q2: 3,347 shares; 2025Q3: 3,289 shares; 2025Q4: 6,578 shares; 2026Q1: 6,744 shares; 2026Q2: 7,178 shares 7,178 $325K 0.03% +434 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,906 shares; 2024Q4: 4,660 shares; 2025Q1: 2,209 shares; 2025Q2: 2,199 shares; 2025Q3: 2,255 shares; 2025Q4: 2,324 shares; 2026Q1: 2,350 shares; 2026Q2: 2,887 shares 2,887 $317K 0.03% +537 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,402 shares; 2024Q4: 2,364 shares; 2025Q1: 2,373 shares; 2025Q2: 2,409 shares; 2025Q3: 2,391 shares; 2025Q4: 2,380 shares; 2026Q1: 1,054 shares; 2026Q2: 1,104 shares 1,104 $312K 0.03% +50 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,043 shares; 2024Q4: 9,417 shares; 2025Q1: 3,789 shares; 2025Q2: 3,975 shares; 2025Q3: not reported; 2025Q4: 2,681 shares; 2026Q1: not reported; 2026Q2: 2,993 shares 2,993 $310K 0.03% new Timeline HEI HEICO CORP NEW More: the full row for HEICO CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 806 shares; 2024Q4: not reported; 2025Q1: 806 shares; 2025Q2: 826 shares; 2025Q3: 826 shares; 2025Q4: 826 shares; 2026Q1: 826 shares; 2026Q2: 869 shares 869 $310K 0.03% +43 Timeline QSR RESTAURANT BRANDS INTL INC More: the full row for RESTAURANT BRANDS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,109 shares; 2026Q2: 4,266 shares 4,266 $309K 0.03% +157 Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,508 shares; 2025Q3: 3,182 shares; 2025Q4: 3,259 shares; 2026Q1: not reported; 2026Q2: 3,073 shares 3,073 $308K 0.03% new Timeline BCE BCE INC More: the full row for BCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,374 shares; 2024Q4: 13,149 shares; 2025Q1: 12,610 shares; 2025Q2: 13,013 shares; 2025Q3: 15,341 shares; 2025Q4: 14,093 shares; 2026Q1: 14,814 shares; 2026Q2: 14,308 shares 14,308 $308K 0.03% -506 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,055 shares; 2024Q4: 17,971 shares; 2025Q1: 17,363 shares; 2025Q2: 16,592 shares; 2025Q3: 16,630 shares; 2025Q4: 17,702 shares; 2026Q1: 15,828 shares; 2026Q2: 16,072 shares 16,072 $307K 0.03% +244 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,566 shares; 2024Q4: 1,566 shares; 2025Q1: not reported; 2025Q2: 1,566 shares; 2025Q3: 1,566 shares; 2025Q4: 1,567 shares; 2026Q1: 1,566 shares; 2026Q2: 1,841 shares 1,841 $303K 0.03% +275 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,250 shares; 2024Q4: 10,147 shares; 2025Q1: 9,917 shares; 2025Q2: 9,964 shares; 2025Q3: 9,430 shares; 2025Q4: 8,571 shares; 2026Q1: 8,189 shares; 2026Q2: 8,197 shares 8,197 $301K 0.03% +8 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 852 shares; 2024Q4: 830 shares; 2025Q1: 859 shares; 2025Q2: 881 shares; 2025Q3: 860 shares; 2025Q4: 757 shares; 2026Q1: 726 shares; 2026Q2: 832 shares 832 $301K 0.03% +106 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,660 shares; 2024Q4: 4,464 shares; 2025Q1: 4,325 shares; 2025Q2: 6,754 shares; 2025Q3: 7,157 shares; 2025Q4: 2,780 shares; 2026Q1: 2,579 shares; 2026Q2: 2,911 shares 2,911 $298K 0.03% +332 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,155 shares; 2025Q3: 3,157 shares; 2025Q4: 3,070 shares; 2026Q1: 1,398 shares; 2026Q2: 1,465 shares 1,465 $294K 0.03% +67 Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,799 shares; 2024Q4: 5,826 shares; 2025Q1: 5,834 shares; 2025Q2: 5,894 shares; 2025Q3: 3,722 shares; 2025Q4: 3,783 shares; 2026Q1: 3,803 shares; 2026Q2: 4,024 shares 4,024 $291K 0.03% +221 Timeline RYN RAYONIER INC More: the full row for RAYONIER 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: 13,627 shares 13,627 $290K 0.03% new Timeline SPTM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,049 shares; 2024Q4: 6,092 shares; 2025Q1: 5,422 shares; 2025Q2: 4,823 shares; 2025Q3: 4,519 shares; 2025Q4: 4,487 shares; 2026Q1: 3,289 shares; 2026Q2: 3,184 shares 3,184 $289K 0.03% -105 Timeline MDYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,456 shares; 2024Q4: 3,456 shares; 2025Q1: 3,456 shares; 2025Q2: 3,456 shares; 2025Q3: 3,456 shares; 2025Q4: 3,456 shares; 2026Q1: 3,031 shares; 2026Q2: 3,031 shares 3,031 $287K 0.03% 0 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 696 shares; 2025Q1: 696 shares; 2025Q2: 696 shares; 2025Q3: 696 shares; 2025Q4: 696 shares; 2026Q1: 705 shares; 2026Q2: 701 shares 701 $287K 0.03% -4 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,093 shares; 2025Q2: 5,102 shares; 2025Q3: 5,072 shares; 2025Q4: 5,059 shares; 2026Q1: 4,918 shares; 2026Q2: 2,249 shares 2,249 $284K 0.03% -2,669 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,623 shares; 2024Q4: 2,215 shares; 2025Q1: 2,017 shares; 2025Q2: 2,011 shares; 2025Q3: 1,992 shares; 2025Q4: 1,992 shares; 2026Q1: 1,877 shares; 2026Q2: 1,732 shares 1,732 $283K 0.03% -145 Timeline IEX IDEX CORP More: the full row for IDEX 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: 1,227 shares; 2026Q2: 1,244 shares 1,244 $282K 0.03% +17 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 9,932 shares; 2025Q1: 9,941 shares; 2025Q2: 12,491 shares; 2025Q3: 9,741 shares; 2025Q4: 9,741 shares; 2026Q1: 9,703 shares; 2026Q2: 9,703 shares 9,703 $281K 0.03% 0 Timeline DON WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,708 shares; 2024Q4: 4,731 shares; 2025Q1: 4,750 shares; 2025Q2: 4,775 shares; 2025Q3: 4,797 shares; 2025Q4: 4,824 shares; 2026Q1: 4,806 shares; 2026Q2: 4,967 shares 4,967 $281K 0.03% +161 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,667 shares; 2024Q4: 9,085 shares; 2025Q1: 8,746 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,773 shares; 2026Q1: 1,773 shares; 2026Q2: 1,938 shares 1,938 $280K 0.03% +165 Timeline ALK ALASKA AIR GROUP INC More: the full row for ALASKA AIR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 5,460 shares; 2025Q1: 6,518 shares; 2025Q2: 6,219 shares; 2025Q3: 5,482 shares; 2025Q4: 10,333 shares; 2026Q1: 5,609 shares; 2026Q2: 5,358 shares 5,358 $280K 0.03% -251 Timeline PCG PG&E CORP More: the full row for PG&E CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,357 shares; 2024Q4: 37,117 shares; 2025Q1: 15,482 shares; 2025Q2: 15,724 shares; 2025Q3: 15,540 shares; 2025Q4: 15,672 shares; 2026Q1: 15,708 shares; 2026Q2: 16,508 shares 16,508 $278K 0.03% +800 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 888 shares; 2024Q4: 761 shares; 2025Q1: 776 shares; 2025Q2: 763 shares; 2025Q3: 766 shares; 2025Q4: 658 shares; 2026Q1: 726 shares; 2026Q2: 837 shares 837 $278K 0.03% +111 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,909 shares; 2024Q4: 2,590 shares; 2025Q1: 2,126 shares; 2025Q2: 1,482 shares; 2025Q3: 1,322 shares; 2025Q4: 1,247 shares; 2026Q1: 1,370 shares; 2026Q2: 1,351 shares 1,351 $277K 0.03% -19 Timeline ATMP BARCLAYS BANK PLC More: the full row for BARCLAYS BANK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,951 shares; 2024Q4: 8,296 shares; 2025Q1: 8,328 shares; 2025Q2: 7,992 shares; 2025Q3: 7,992 shares; 2025Q4: 7,992 shares; 2026Q1: 7,992 shares; 2026Q2: 7,992 shares 7,992 $276K 0.03% 0 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,340 shares 2,340 $275K 0.03% new Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 381 shares 381 $272K 0.03% new Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,822 shares; 2025Q4: 1,814 shares; 2026Q1: 1,853 shares; 2026Q2: 1,793 shares 1,793 $271K 0.03% -60 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 930 shares; 2024Q4: 929 shares; 2025Q1: 939 shares; 2025Q2: 982 shares; 2025Q3: 991 shares; 2025Q4: 955 shares; 2026Q1: not reported; 2026Q2: 1,211 shares 1,211 $271K 0.03% new Timeline VDC 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: 1,316 shares; 2024Q4: 1,316 shares; 2025Q1: 1,216 shares; 2025Q2: 1,216 shares; 2025Q3: 1,217 shares; 2025Q4: 1,216 shares; 2026Q1: 1,198 shares; 2026Q2: 1,198 shares 1,198 $270K 0.03% 0 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,633 shares; 2024Q4: 1,750 shares; 2025Q1: 1,634 shares; 2025Q2: 1,641 shares; 2025Q3: 1,483 shares; 2025Q4: 1,302 shares; 2026Q1: 1,154 shares; 2026Q2: 1,169 shares 1,169 $268K 0.03% +15 Timeline SYSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,637 shares; 2024Q4: 3,637 shares; 2025Q1: 3,437 shares; 2025Q2: 3,437 shares; 2025Q3: 3,138 shares; 2025Q4: 2,998 shares; 2026Q1: 2,996 shares; 2026Q2: 2,996 shares 2,996 $266K 0.03% 0 Timeline IYT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,652 shares; 2024Q4: 3,652 shares; 2025Q1: 3,653 shares; 2025Q2: 3,116 shares; 2025Q3: 3,042 shares; 2025Q4: 3,042 shares; 2026Q1: 3,044 shares; 2026Q2: 3,050 shares 3,050 $265K 0.03% +6 Timeline VIGI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,651 shares; 2024Q4: 5,173 shares; 2025Q1: 3,801 shares; 2025Q2: 3,755 shares; 2025Q3: 2,950 shares; 2025Q4: 2,949 shares; 2026Q1: 2,945 shares; 2026Q2: 2,825 shares 2,825 $264K 0.03% -120 Timeline CRSP CRISPR THERAPEUTICS AG More: the full row for CRISPR THERAPEUTICS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,468 shares; 2024Q4: 7,408 shares; 2025Q1: 7,613 shares; 2025Q2: 7,370 shares; 2025Q3: 7,130 shares; 2025Q4: 3,860 shares; 2026Q1: 4,840 shares; 2026Q2: 4,747 shares 4,747 $259K 0.03% -93 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 487 shares; 2025Q3: 491 shares; 2025Q4: 492 shares; 2026Q1: 521 shares; 2026Q2: 2,085 shares 2,085 $259K 0.03% +1,564 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,164 shares 1,164 $257K 0.03% new Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,088 shares; 2024Q4: 6,750 shares; 2025Q1: not reported; 2025Q2: 3,050 shares; 2025Q3: 3,050 shares; 2025Q4: 3,050 shares; 2026Q1: 3,050 shares; 2026Q2: 3,050 shares 3,050 $255K 0.02% 0 Timeline NBIS NEBIUS GROUP N.V. More: the full row for NEBIUS GROUP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 923 shares 923 $255K 0.02% new Timeline CIBR 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: 4,599 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,694 shares; 2025Q3: 2,694 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,794 shares 2,794 $251K 0.02% new Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 931 shares 931 $250K 0.02% new Timeline RF REGIONS FINANCIAL CORP NEW More: the full row for REGIONS FINANCIAL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 8,154 shares 8,154 $246K 0.02% new Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,480 shares; 2024Q4: 2,480 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,093 shares; 2025Q4: 2,093 shares; 2026Q1: 2,093 shares; 2026Q2: 2,093 shares 2,093 $246K 0.02% 0 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,897 shares; 2024Q4: 5,566 shares; 2025Q1: 5,641 shares; 2025Q2: 5,684 shares; 2025Q3: 2,335 shares; 2025Q4: 2,329 shares; 2026Q1: 6,162 shares; 2026Q2: 2,210 shares 2,210 $244K 0.02% -3,952 Timeline BKT BLACKROCK INCOME TR INC More: the full row for BLACKROCK INCOME TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 28,848 shares; 2025Q2: 27,871 shares; 2025Q3: 23,247 shares; 2025Q4: 22,824 shares; 2026Q1: 22,681 shares; 2026Q2: 22,681 shares 22,681 $243K 0.02% 0 Timeline DGX QUEST DIAGNOSTICS INC More: the full row for QUEST DIAGNOSTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,152 shares; 2025Q3: 1,095 shares; 2025Q4: not reported; 2026Q1: 1,095 shares; 2026Q2: 1,122 shares 1,122 $238K 0.02% +27 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 246 shares 246 $237K 0.02% new Timeline OTIS OTIS WORLDWIDE CORP More: the full row for OTIS WORLDWIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,412 shares; 2026Q1: 3,030 shares; 2026Q2: 3,311 shares 3,311 $237K 0.02% +281 Timeline UHAL U HAUL HOLDING COMPANY More: the full row for U HAUL HOLDING COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,156 shares; 2024Q4: 3,867 shares; 2025Q1: 3,836 shares; 2025Q2: 4,000 shares; 2025Q3: 3,918 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,584 shares 3,584 $235K 0.02% new Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,728 shares; 2025Q4: 7,728 shares; 2026Q1: 7,924 shares; 2026Q2: 7,924 shares 7,924 $233K 0.02% 0 Timeline DOW DOW HLDGS INC More: the full row for DOW HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,290 shares; 2024Q4: 13,149 shares; 2025Q1: 14,056 shares; 2025Q2: 13,972 shares; 2025Q3: 13,185 shares; 2025Q4: 11,981 shares; 2026Q1: 12,044 shares; 2026Q2: 8,513 shares 8,513 $233K 0.02% -3,531 Timeline SPSM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,906 shares 3,906 $225K 0.02% new Timeline VKTX VIKING THERAPEUTICS INC More: the full row for VIKING THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,928 shares; 2024Q4: 9,021 shares; 2025Q1: 9,191 shares; 2025Q2: 10,538 shares; 2025Q3: 8,388 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,758 shares 5,758 $225K 0.02% new Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 229 shares 229 $224K 0.02% new Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 143 shares; 2025Q2: 2,314 shares; 2025Q3: 2,422 shares; 2025Q4: 2,203 shares; 2026Q1: 2,223 shares; 2026Q2: 2,425 shares 2,425 $223K 0.02% +202 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 562 shares 562 $223K 0.02% 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: 5,577 shares; 2024Q4: 5,445 shares; 2025Q1: 5,617 shares; 2025Q2: 6,869 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,469 shares 3,469 $223K 0.02% new Timeline WIA WESTERN ASSET INFLT LNK INC More: the full row for WESTERN ASSET INFLT LNK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 44,345 shares; 2024Q4: 44,345 shares; 2025Q1: 44,345 shares; 2025Q2: 41,845 shares; 2025Q3: 38,470 shares; 2025Q4: 38,445 shares; 2026Q1: 28,670 shares; 2026Q2: 27,245 shares 27,245 $222K 0.02% -1,425 Timeline SKYY 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: 2,305 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,639 shares; 2025Q4: 1,639 shares; 2026Q1: not reported; 2026Q2: 1,639 shares 1,639 $221K 0.02% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 329 shares 329 $219K 0.02% new Timeline PTON PELOTON INTERACTIVE INC More: the full row for PELOTON INTERACTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 153,448 shares; 2024Q4: 64,214 shares; 2025Q1: 71,947 shares; 2025Q2: 50,042 shares; 2025Q3: 58,780 shares; 2025Q4: 49,327 shares; 2026Q1: 44,186 shares; 2026Q2: 37,094 shares 37,094 $219K 0.02% -7,092 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,560 shares; 2026Q1: 1,793 shares; 2026Q2: 1,648 shares 1,648 $219K 0.02% -145 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,744 shares; 2024Q4: 3,905 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,635 shares 2,635 $218K 0.02% new Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,095 shares 5,095 $217K 0.02% new Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,221 shares; 2024Q4: 1,176 shares; 2025Q1: 1,176 shares; 2025Q2: 1,215 shares; 2025Q3: 1,137 shares; 2025Q4: 1,135 shares; 2026Q1: 1,162 shares; 2026Q2: 1,123 shares 1,123 $214K 0.02% -39 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: 3,623 shares; 2024Q4: 8,203 shares; 2025Q1: 7,892 shares; 2025Q2: 7,812 shares; 2025Q3: 6,912 shares; 2025Q4: 6,611 shares; 2026Q1: 3,644 shares; 2026Q2: 3,323 shares 3,323 $213K 0.02% -321 Timeline AGGY WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,097 shares; 2024Q4: 7,149 shares; 2025Q1: 7,057 shares; 2025Q2: 7,057 shares; 2025Q3: 5,134 shares; 2025Q4: 4,897 shares; 2026Q1: 4,897 shares; 2026Q2: 4,889 shares 4,889 $213K 0.02% -8 Timeline MTCH MATCH GROUP INC NEW More: the full row for MATCH GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,184 shares; 2024Q4: 6,194 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,949 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,570 shares 5,570 $212K 0.02% new Timeline AVDV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,007 shares 2,007 $207K 0.02% new Timeline WBD WARNER BROS DISCOVERY INC More: the full row for WARNER BROS DISCOVERY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,275 shares; 2026Q1: not reported; 2026Q2: 7,723 shares 7,723 $206K 0.02% new Timeline ALNY ALNYLAM PHARMACEUTICALS INC More: the full row for ALNYLAM PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 707 shares; 2026Q2: 682 shares 682 $205K 0.02% -25 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 285 shares 285 $205K 0.02% new Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,344 shares; 2024Q4: 1,470 shares; 2025Q1: 1,558 shares; 2025Q2: 1,783 shares; 2025Q3: 1,801 shares; 2025Q4: 1,890 shares; 2026Q1: 1,870 shares; 2026Q2: 780 shares 780 $204K 0.02% -1,090 Timeline ARKW ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,804 shares; 2024Q4: 2,803 shares; 2025Q1: 2,501 shares; 2025Q2: 2,817 shares; 2025Q3: 2,817 shares; 2025Q4: 1,842 shares; 2026Q1: not reported; 2026Q2: 1,404 shares 1,404 $203K 0.02% new Timeline IYR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,983 shares 1,983 $203K 0.02% new Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,829 shares 1,829 $202K 0.02% new Timeline ARKG ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,786 shares 4,786 $201K 0.02% new Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 120 shares; 2024Q4: 123 shares; 2025Q1: 119 shares; 2025Q2: 124 shares; 2025Q3: 120 shares; 2025Q4: 134 shares; 2026Q1: not reported; 2026Q2: 118 shares 118 $200K 0.02% new Timeline RDY DR REDDYS LABS LTD More: the full row for DR REDDYS LABS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 11,596 shares 11,596 $168K 0.02% new Timeline CCJ CAMECO CORP More: the full row for CAMECO 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: 1,685 shares; 2025Q4: 2,351 shares; 2026Q1: 1,519 shares; 2026Q2: 1,584 shares 1,584 $161K 0.02% +65 Timeline HE HAWAIIAN ELEC INDS INC MTN B More: the full row for HAWAIIAN ELEC INDS INC MTN B 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 $135K 0.01% 0 Timeline VGM INVESCO TR INVT GRADE MUNS More: the full row for INVESCO TR INVT GRADE MUNS 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: 12,257 shares; 2026Q2: 12,488 shares 12,488 $132K 0.01% +231 Timeline JFR NUVEEN FLOATING RATE INCOME More: the full row for NUVEEN FLOATING RATE INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,843 shares; 2024Q4: 25,663 shares; 2025Q1: 25,663 shares; 2025Q2: 25,663 shares; 2025Q3: 25,663 shares; 2025Q4: 25,663 shares; 2026Q1: 16,954 shares; 2026Q2: 16,954 shares 16,954 $130K 0.01% 0 Timeline FUBO FUBOTV INC More: the full row for FUBOTV 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: 10,431 shares 10,431 $96K 0.01% new Timeline INV INNVENTURE INC More: the full row for INNVENTURE 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: 15,556 shares 15,556 $78.9K 0.01% new Timeline JBLU JETBLUE AIRWAYS CORP More: the full row for JETBLUE AIRWAYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 11,953 shares; 2025Q1: 11,003 shares; 2025Q2: 40,370 shares; 2025Q3: 22,076 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 13,739 shares 13,739 $78.7K 0.01% new Timeline CLOV CLOVER HEALTH INVESTMENTS CO More: the full row for CLOVER HEALTH INVESTMENTS CO 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 $52.4K 0.01% 0 Timeline ANVS ANNOVIS BIO INC More: the full row for ANNOVIS BIO 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: 16,110 shares 16,110 $30K <0.01% new Timeline OVID OVID THERAPEUTICS INC More: the full row for OVID THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,111 shares; 2025Q4: 11,111 shares; 2026Q1: 11,111 shares; 2026Q2: 11,111 shares 11,111 $29.9K <0.01% 0 Timeline ABTC AMERICAN BITCOIN CORP. More: the full row for AMERICAN BITCOIN 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: 11,067 shares; 2026Q2: 11,067 shares 11,067 $7.54K <0.01% 0 Timeline TNYA TENAYA THERAPEUTICS INC More: the full row for TENAYA THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,000 shares; 2026Q1: 10,000 shares; 2026Q2: 10,000 shares 10,000 $7.39K <0.01% 0 Timeline