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: not loaded; 2024Q4: 255,133 shares; 2025Q1: 328,368 shares; 2025Q2: 364,072 shares; 2025Q3: 367,020 shares; 2025Q4: 409,387 shares; 2026Q1: 426,768 shares; 2026Q2: 427,094 shares 427,094 $38.8M 7.67% +326 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: not loaded; 2024Q4: 158,175 shares; 2025Q1: 188,697 shares; 2025Q2: 206,743 shares; 2025Q3: 219,075 shares; 2025Q4: 236,113 shares; 2026Q1: 254,749 shares; 2026Q2: 272,923 shares 272,923 $26.4M 5.22% +18,174 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: not loaded; 2024Q4: 38,999 shares; 2025Q1: 38,929 shares; 2025Q2: 38,823 shares; 2025Q3: 36,675 shares; 2025Q4: 37,292 shares; 2026Q1: 37,483 shares; 2026Q2: 37,938 shares 37,938 $26.1M 5.16% +455 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 144,719 shares; 2025Q1: 153,762 shares; 2025Q2: 176,769 shares; 2025Q3: 236,980 shares; 2025Q4: 268,609 shares; 2026Q1: 286,402 shares; 2026Q2: 278,295 shares 278,295 $22M 4.35% -8,107 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 272,274 shares; 2025Q1: 272,276 shares; 2025Q2: 277,000 shares; 2025Q3: 278,836 shares; 2025Q4: 275,907 shares; 2026Q1: 270,782 shares; 2026Q2: 267,585 shares 267,585 $19.1M 3.77% -3,197 Timeline VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 31,885 shares; 2025Q1: 53,419 shares; 2025Q2: 71,174 shares; 2025Q3: 269,089 shares; 2025Q4: 299,511 shares; 2026Q1: 329,140 shares; 2026Q2: 320,863 shares 320,863 $18.9M 3.75% -8,277 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 loaded; 2024Q4: 70,406 shares; 2025Q1: 80,355 shares; 2025Q2: 95,629 shares; 2025Q3: 103,153 shares; 2025Q4: 115,414 shares; 2026Q1: 168,793 shares; 2026Q2: 183,604 shares 183,604 $18.9M 3.74% +14,811 Timeline VMBS VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 46,590 shares; 2025Q1: 52,901 shares; 2025Q2: 62,305 shares; 2025Q3: 246,926 shares; 2025Q4: 387,799 shares; 2026Q1: 424,759 shares; 2026Q2: 396,019 shares 396,019 $18.5M 3.67% -28,740 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 loaded; 2024Q4: not reported; 2025Q1: 112,737 shares; 2025Q2: 143,141 shares; 2025Q3: 190,127 shares; 2025Q4: 181,800 shares; 2026Q1: 191,937 shares; 2026Q2: 216,777 shares 216,777 $16.4M 3.25% +24,840 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: not loaded; 2024Q4: 14,319 shares; 2025Q1: 14,068 shares; 2025Q2: 15,196 shares; 2025Q3: 14,715 shares; 2025Q4: 15,182 shares; 2026Q1: 15,949 shares; 2026Q2: 17,631 shares 17,631 $13.2M 2.61% +1,682 Timeline VONE VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 36,194 shares; 2025Q1: 35,882 shares; 2025Q2: 35,535 shares; 2025Q3: 32,455 shares; 2025Q4: 32,228 shares; 2026Q1: 31,815 shares; 2026Q2: 29,688 shares 29,688 $10.1M 1.99% -2,127 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: not loaded; 2024Q4: 4,398 shares; 2025Q1: 10,788 shares; 2025Q2: 18,120 shares; 2025Q3: 45,825 shares; 2025Q4: 51,628 shares; 2026Q1: 67,614 shares; 2026Q2: 69,678 shares 69,678 $8.69M 1.72% +2,064 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 loaded; 2024Q4: 3,808 shares; 2025Q1: 16,526 shares; 2025Q2: 22,043 shares; 2025Q3: 62,929 shares; 2025Q4: 72,996 shares; 2026Q1: 98,654 shares; 2026Q2: 103,572 shares 103,572 $8.34M 1.65% +4,918 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 10,412 shares; 2025Q1: 10,131 shares; 2025Q2: 10,495 shares; 2025Q3: 9,863 shares; 2025Q4: 9,097 shares; 2026Q1: 18,041 shares; 2026Q2: 22,046 shares 22,046 $8.16M 1.61% +4,005 Timeline USRT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 60,049 shares; 2025Q1: 75,508 shares; 2025Q2: 83,314 shares; 2025Q3: 88,898 shares; 2025Q4: 98,521 shares; 2026Q1: 108,274 shares; 2026Q2: 116,234 shares 116,234 $7.72M 1.53% +7,960 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 266,169 shares; 2025Q1: 263,529 shares; 2025Q2: 248,787 shares; 2025Q3: 245,608 shares; 2025Q4: 268,993 shares; 2026Q1: 267,359 shares; 2026Q2: 263,014 shares 263,014 $7.29M 1.44% -4,345 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 loaded; 2024Q4: 164,071 shares; 2025Q1: 162,617 shares; 2025Q2: 162,972 shares; 2025Q3: 164,613 shares; 2025Q4: 172,033 shares; 2026Q1: 171,092 shares; 2026Q2: 169,245 shares 169,245 $6.31M 1.25% -1,847 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: not loaded; 2024Q4: 24,841 shares; 2025Q1: 24,838 shares; 2025Q2: 24,918 shares; 2025Q3: 24,070 shares; 2025Q4: 23,983 shares; 2026Q1: 23,359 shares; 2026Q2: 20,407 shares 20,407 $6.19M 1.22% -2,952 Timeline SPHY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 54,628 shares; 2025Q1: 59,956 shares; 2025Q2: 79,871 shares; 2025Q3: 127,801 shares; 2025Q4: 159,432 shares; 2026Q1: 218,442 shares; 2026Q2: 259,252 shares 259,252 $6.08M 1.2% +40,810 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: not loaded; 2024Q4: 8,019 shares; 2025Q1: 8,019 shares; 2025Q2: 8,036 shares; 2025Q3: 8,037 shares; 2025Q4: 7,769 shares; 2026Q1: 7,774 shares; 2026Q2: 7,774 shares 7,774 $5.81M 1.15% 0 Timeline SCHC SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 198,912 shares; 2025Q1: 193,275 shares; 2025Q2: 183,578 shares; 2025Q3: 164,820 shares; 2025Q4: 161,616 shares; 2026Q1: 123,028 shares; 2026Q2: 118,821 shares 118,821 $5.72M 1.13% -4,207 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: not loaded; 2024Q4: 21,816 shares; 2025Q1: 21,603 shares; 2025Q2: 21,526 shares; 2025Q3: 20,554 shares; 2025Q4: 20,382 shares; 2026Q1: 17,954 shares; 2026Q2: 67,527 shares 67,527 $5.44M 1.08% +49,573 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: not loaded; 2024Q4: 23,028 shares; 2025Q1: 23,425 shares; 2025Q2: 22,801 shares; 2025Q3: 22,884 shares; 2025Q4: 23,085 shares; 2026Q1: 26,343 shares; 2026Q2: 27,003 shares 27,003 $5.4M 1.07% +660 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: not loaded; 2024Q4: 15,363 shares; 2025Q1: 15,601 shares; 2025Q2: 15,509 shares; 2025Q3: 15,115 shares; 2025Q4: 17,993 shares; 2026Q1: 18,115 shares; 2026Q2: 18,283 shares 18,283 $5.29M 1.05% +168 Timeline VSDM VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,551 shares; 2025Q4: 30,199 shares; 2026Q1: 36,598 shares; 2026Q2: 61,252 shares 61,252 $4.69M 0.93% +24,654 Timeline VGMS VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 33,241 shares; 2025Q4: 51,925 shares; 2026Q1: 68,511 shares; 2026Q2: 85,775 shares 85,775 $4.4M 0.87% +17,264 Timeline MUNY VANGUARD NY TAX FREE FDS More: the full row for VANGUARD NY TAX FREE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,154 shares; 2025Q4: 7,140 shares; 2026Q1: 25,629 shares; 2026Q2: 42,042 shares 42,042 $4.37M 0.87% +16,413 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 56,873 shares; 2025Q1: 56,772 shares; 2025Q2: 59,480 shares; 2025Q3: 59,459 shares; 2025Q4: 56,281 shares; 2026Q1: 55,056 shares; 2026Q2: 51,056 shares 51,056 $4.22M 0.84% -4,000 Timeline VONV VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 44,808 shares; 2025Q1: 44,747 shares; 2025Q2: 43,996 shares; 2025Q3: 40,566 shares; 2025Q4: 40,378 shares; 2026Q1: 40,420 shares; 2026Q2: 39,578 shares 39,578 $4.21M 0.83% -842 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: not loaded; 2024Q4: 10,439 shares; 2025Q1: 10,598 shares; 2025Q2: 10,677 shares; 2025Q3: 10,691 shares; 2025Q4: 10,740 shares; 2026Q1: 11,085 shares; 2026Q2: 10,935 shares 10,935 $4.08M 0.81% -150 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: not loaded; 2024Q4: 19,641 shares; 2025Q1: 19,268 shares; 2025Q2: 18,617 shares; 2025Q3: 16,449 shares; 2025Q4: 17,497 shares; 2026Q1: 16,662 shares; 2026Q2: 16,395 shares 16,395 $3.98M 0.79% -267 Timeline DFEM DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 36,799 shares; 2025Q1: 55,015 shares; 2025Q2: 64,156 shares; 2025Q3: 61,003 shares; 2025Q4: 62,739 shares; 2026Q1: 78,441 shares; 2026Q2: 95,318 shares 95,318 $3.87M 0.77% +16,877 Timeline SHYM BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 17,713 shares; 2025Q4: 34,616 shares; 2026Q1: 109,656 shares; 2026Q2: 161,516 shares 161,516 $3.63M 0.72% +51,860 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 loaded; 2024Q4: 127,946 shares; 2025Q1: 123,392 shares; 2025Q2: 121,377 shares; 2025Q3: 119,814 shares; 2025Q4: 120,750 shares; 2026Q1: 120,480 shares; 2026Q2: 117,236 shares 117,236 $3.4M 0.67% -3,244 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: not loaded; 2024Q4: 25,617 shares; 2025Q1: 25,617 shares; 2025Q2: 25,645 shares; 2025Q3: 22,362 shares; 2025Q4: 22,362 shares; 2026Q1: 22,362 shares; 2026Q2: 22,362 shares 22,362 $3.32M 0.66% 0 Timeline VCRM VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 41,824 shares 41,824 $3.2M 0.63% new Timeline SCHO SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 107,104 shares; 2025Q1: 109,538 shares; 2025Q2: 105,220 shares; 2025Q3: 77,526 shares; 2025Q4: 52,168 shares; 2026Q1: 124,692 shares; 2026Q2: 128,351 shares 128,351 $3.1M 0.61% +3,659 Timeline AN AUTONATION INC More: the full row for AUTONATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,421 shares; 2025Q1: 1,421 shares; 2025Q2: 1,428 shares; 2025Q3: 6,633 shares; 2025Q4: 6,633 shares; 2026Q1: 16,507 shares; 2026Q2: 16,509 shares 16,509 $3.07M 0.61% +2 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: not loaded; 2024Q4: 33,505 shares; 2025Q1: 36,401 shares; 2025Q2: 40,015 shares; 2025Q3: 37,618 shares; 2025Q4: 40,768 shares; 2026Q1: 40,014 shares; 2026Q2: 36,127 shares 36,127 $2.99M 0.59% -3,887 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: not loaded; 2024Q4: 24,594 shares; 2025Q1: 25,760 shares; 2025Q2: 26,877 shares; 2025Q3: 28,348 shares; 2025Q4: 28,661 shares; 2026Q1: 28,487 shares; 2026Q2: 28,092 shares 28,092 $2.92M 0.58% -395 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: not loaded; 2024Q4: 15,472 shares; 2025Q1: 55,730 shares; 2025Q2: 84,439 shares; 2025Q3: 95,519 shares; 2025Q4: 103,550 shares; 2026Q1: 74,180 shares; 2026Q2: 69,324 shares 69,324 $2.78M 0.55% -4,856 Timeline AVEM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 11,465 shares; 2025Q1: 12,054 shares; 2025Q2: 19,558 shares; 2025Q3: 21,015 shares; 2025Q4: 26,774 shares; 2026Q1: 29,151 shares; 2026Q2: 28,709 shares 28,709 $2.77M 0.55% -442 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 loaded; 2024Q4: 28,260 shares; 2025Q1: 32,324 shares; 2025Q2: 32,288 shares; 2025Q3: 34,035 shares; 2025Q4: 51,862 shares; 2026Q1: 60,687 shares; 2026Q2: 60,568 shares 60,568 $2.69M 0.53% -119 Timeline VTWO VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 27,173 shares; 2025Q1: 27,173 shares; 2025Q2: 26,607 shares; 2025Q3: 24,729 shares; 2025Q4: 23,070 shares; 2026Q1: 21,593 shares; 2026Q2: 21,649 shares 21,649 $2.63M 0.52% +56 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 36,370 shares; 2025Q1: 35,391 shares; 2025Q2: 42,312 shares; 2025Q3: 42,007 shares; 2025Q4: 31,863 shares; 2026Q1: 32,305 shares; 2026Q2: 51,419 shares 51,419 $2.6M 0.51% +19,114 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 loaded; 2024Q4: 90,830 shares; 2025Q1: 90,599 shares; 2025Q2: 90,667 shares; 2025Q3: 90,130 shares; 2025Q4: 93,031 shares; 2026Q1: 90,718 shares; 2026Q2: 86,969 shares 86,969 $2.56M 0.51% -3,749 Timeline IBHH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 51,342 shares; 2026Q1: 106,936 shares; 2026Q2: 106,761 shares 106,761 $2.51M 0.5% -175 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: not loaded; 2024Q4: 42,408 shares; 2025Q1: 42,659 shares; 2025Q2: 42,752 shares; 2025Q3: 32,420 shares; 2025Q4: 32,095 shares; 2026Q1: 32,095 shares; 2026Q2: 32,096 shares 32,096 $2.47M 0.49% +1 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 28,509 shares; 2025Q1: 28,282 shares; 2025Q2: 29,636 shares; 2025Q3: 28,926 shares; 2025Q4: 29,620 shares; 2026Q1: 27,285 shares; 2026Q2: 25,505 shares 25,505 $2.46M 0.49% -1,780 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 6,925 shares; 2025Q1: 6,787 shares; 2025Q2: 6,787 shares; 2025Q3: 6,559 shares; 2025Q4: 5,871 shares; 2026Q1: 5,867 shares; 2026Q2: 5,729 shares 5,729 $2.44M 0.48% -138 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 50,848 shares; 2025Q1: 50,407 shares; 2025Q2: 49,179 shares; 2025Q3: 44,319 shares; 2025Q4: 44,752 shares; 2026Q1: 41,560 shares; 2026Q2: 37,718 shares 37,718 $2.25M 0.45% -3,842 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: not loaded; 2024Q4: 41,283 shares; 2025Q1: 40,487 shares; 2025Q2: 40,493 shares; 2025Q3: 40,418 shares; 2025Q4: 40,422 shares; 2026Q1: 40,426 shares; 2026Q2: 40,430 shares 40,430 $2.22M 0.44% +4 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: not loaded; 2024Q4: 19,011 shares; 2025Q1: 18,957 shares; 2025Q2: 18,951 shares; 2025Q3: 19,025 shares; 2025Q4: 18,712 shares; 2026Q1: 18,502 shares; 2026Q2: 18,466 shares 18,466 $2.2M 0.43% -36 Timeline AVDE AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 18,561 shares; 2025Q1: 19,336 shares; 2025Q2: 19,696 shares; 2025Q3: 18,793 shares; 2025Q4: 19,984 shares; 2026Q1: 23,408 shares; 2026Q2: 23,535 shares 23,535 $2.1M 0.42% +127 Timeline SCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 35,260 shares; 2025Q1: 35,013 shares; 2025Q2: 33,758 shares; 2025Q3: 32,892 shares; 2025Q4: 32,698 shares; 2026Q1: 24,188 shares; 2026Q2: 22,079 shares 22,079 $1.82M 0.36% -2,109 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 loaded; 2024Q4: 1,000 shares; 2025Q1: 1,015 shares; 2025Q2: 1,023 shares; 2025Q3: 1,025 shares; 2025Q4: 1,061 shares; 2026Q1: 1,387 shares; 2026Q2: 1,551 shares 1,551 $1.79M 0.35% +164 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: not loaded; 2024Q4: 8,073 shares; 2025Q1: 8,127 shares; 2025Q2: 8,127 shares; 2025Q3: 8,097 shares; 2025Q4: 7,933 shares; 2026Q1: 7,890 shares; 2026Q2: 7,865 shares 7,865 $1.79M 0.35% -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 loaded; 2024Q4: 10,636 shares; 2025Q1: 14,912 shares; 2025Q2: 14,912 shares; 2025Q3: 14,014 shares; 2025Q4: 14,014 shares; 2026Q1: 32,893 shares; 2026Q2: 32,807 shares 32,807 $1.7M 0.34% -86 Timeline SCHE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 50,904 shares; 2025Q1: 49,218 shares; 2025Q2: 49,223 shares; 2025Q3: 43,608 shares; 2025Q4: 48,079 shares; 2026Q1: 48,335 shares; 2026Q2: 46,430 shares 46,430 $1.68M 0.33% -1,905 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: not loaded; 2024Q4: 2,823 shares; 2025Q1: 2,086 shares; 2025Q2: 2,088 shares; 2025Q3: 2,016 shares; 2025Q4: 2,004 shares; 2026Q1: 2,049 shares; 2026Q2: 2,088 shares 2,088 $1.54M 0.3% +39 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 3,397 shares; 2025Q1: 3,375 shares; 2025Q2: 3,335 shares; 2025Q3: 3,291 shares; 2025Q4: 4,696 shares; 2026Q1: 4,696 shares; 2026Q2: 4,738 shares 4,738 $1.42M 0.28% +42 Timeline HIW HIGHWOODS PPTYS INC More: the full row for HIGHWOODS PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 60,574 shares; 2025Q1: 57,317 shares; 2025Q2: 57,354 shares; 2025Q3: 47,431 shares; 2025Q4: 47,377 shares; 2026Q1: 47,377 shares; 2026Q2: 47,032 shares 47,032 $1.42M 0.28% -345 Timeline RXO RXO INC More: the full row for RXO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 11,186 shares; 2025Q1: 11,186 shares; 2025Q2: 27,386 shares; 2025Q3: 27,386 shares; 2025Q4: 49,542 shares; 2026Q1: 49,542 shares; 2026Q2: 49,542 shares 49,542 $1.37M 0.27% 0 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: not loaded; 2024Q4: 7,114 shares; 2025Q1: 7,125 shares; 2025Q2: 7,141 shares; 2025Q3: 7,145 shares; 2025Q4: 7,149 shares; 2026Q1: 7,109 shares; 2026Q2: 7,112 shares 7,112 $1.35M 0.27% +3 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: not loaded; 2024Q4: 6,214 shares; 2025Q1: 6,222 shares; 2025Q2: 9,150 shares; 2025Q3: 9,149 shares; 2025Q4: 9,145 shares; 2026Q1: 9,225 shares; 2026Q2: 10,574 shares 10,574 $1.3M 0.26% +1,349 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,952 shares; 2025Q1: 2,959 shares; 2025Q2: 2,961 shares; 2025Q3: 2,967 shares; 2025Q4: 3,307 shares; 2026Q1: 3,288 shares; 2026Q2: 3,295 shares 3,295 $1.19M 0.24% +7 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,170 shares; 2025Q1: 2,120 shares; 2025Q2: 2,120 shares; 2025Q3: 2,057 shares; 2025Q4: 2,057 shares; 2026Q1: 2,140 shares; 2026Q2: 6,893 shares 6,893 $1.13M 0.22% +4,753 Timeline DFAT DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 6,693 shares; 2025Q1: 6,004 shares; 2025Q2: 6,309 shares; 2025Q3: 6,322 shares; 2025Q4: 6,335 shares; 2026Q1: 15,928 shares; 2026Q2: 15,928 shares 15,928 $1.11M 0.22% 0 Timeline BINC BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 7,712 shares; 2025Q2: 17,532 shares; 2025Q3: 18,168 shares; 2025Q4: 17,778 shares; 2026Q1: 21,205 shares; 2026Q2: 20,967 shares 20,967 $1.1M 0.22% -238 Timeline SHYL DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 25,402 shares; 2025Q1: 24,624 shares; 2025Q2: 24,624 shares; 2025Q3: 24,633 shares; 2025Q4: 24,104 shares; 2026Q1: 22,104 shares; 2026Q2: 24,637 shares 24,637 $1.09M 0.22% +2,533 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: not loaded; 2024Q4: 42,816 shares; 2025Q1: 35,634 shares; 2025Q2: 35,649 shares; 2025Q3: 34,255 shares; 2025Q4: 34,255 shares; 2026Q1: 30,298 shares; 2026Q2: 28,977 shares 28,977 $1.07M 0.21% -1,321 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: not loaded; 2024Q4: 3,346 shares; 2025Q1: 3,393 shares; 2025Q2: 3,400 shares; 2025Q3: 3,362 shares; 2025Q4: 3,290 shares; 2026Q1: 3,304 shares; 2026Q2: 3,314 shares 3,314 $1.04M 0.21% +10 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,467 shares; 2025Q1: 1,473 shares; 2025Q2: 1,471 shares; 2025Q3: 1,471 shares; 2025Q4: 1,463 shares; 2026Q1: 1,463 shares; 2026Q2: 1,463 shares 1,463 $1.03M 0.2% 0 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: not loaded; 2024Q4: 35,096 shares; 2025Q1: 34,041 shares; 2025Q2: 33,429 shares; 2025Q3: 9,940 shares; 2025Q4: 9,913 shares; 2026Q1: 10,781 shares; 2026Q2: 10,811 shares 10,811 $1.03M 0.2% +30 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: not loaded; 2024Q4: 1,994 shares; 2025Q1: 2,127 shares; 2025Q2: 2,188 shares; 2025Q3: 2,226 shares; 2025Q4: 2,230 shares; 2026Q1: 2,614 shares; 2026Q2: 2,733 shares 2,733 $977K 0.19% +119 Timeline SCHZ 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 loaded; 2024Q4: 151,183 shares; 2025Q1: 149,041 shares; 2025Q2: 167,431 shares; 2025Q3: 48,374 shares; 2025Q4: 59,604 shares; 2026Q1: 51,012 shares; 2026Q2: 41,927 shares 41,927 $970K 0.19% -9,085 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: not loaded; 2024Q4: 12,695 shares; 2025Q1: 12,663 shares; 2025Q2: 12,663 shares; 2025Q3: 12,487 shares; 2025Q4: 12,487 shares; 2026Q1: 12,487 shares; 2026Q2: 12,487 shares 12,487 $956K 0.19% 0 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: not loaded; 2024Q4: 1,163 shares; 2025Q1: 1,163 shares; 2025Q2: 1,163 shares; 2025Q3: 1,164 shares; 2025Q4: 2,327 shares; 2026Q1: 4,687 shares; 2026Q2: 4,687 shares 4,687 $893K 0.18% 0 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 200 shares; 2025Q1: 209 shares; 2025Q2: 208 shares; 2025Q3: 208 shares; 2025Q4: 519 shares; 2026Q1: 744 shares; 2026Q2: 744 shares 744 $874K 0.17% 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: not loaded; 2024Q4: 174,518 shares; 2025Q1: 175,227 shares; 2025Q2: 150,506 shares; 2025Q3: 47,180 shares; 2025Q4: 13,121 shares; 2026Q1: 14,396 shares; 2026Q2: 11,278 shares 11,278 $828K 0.16% -3,118 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,815 shares; 2025Q1: 1,815 shares; 2025Q2: 1,798 shares; 2025Q3: 1,725 shares; 2025Q4: 1,619 shares; 2026Q1: 1,584 shares; 2026Q2: 9,504 shares 9,504 $819K 0.16% +7,920 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: not loaded; 2024Q4: 9,879 shares; 2025Q1: 16,508 shares; 2025Q2: 16,071 shares; 2025Q3: 16,071 shares; 2025Q4: 15,553 shares; 2026Q1: 19,882 shares; 2026Q2: 19,802 shares 19,802 $817K 0.16% -80 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 loaded; 2024Q4: 3,841 shares; 2025Q1: 3,698 shares; 2025Q2: 3,698 shares; 2025Q3: 3,653 shares; 2025Q4: 3,653 shares; 2026Q1: 3,644 shares; 2026Q2: 3,644 shares 3,644 $806K 0.16% 0 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 6 shares; 2025Q2: 9 shares; 2025Q3: 25 shares; 2025Q4: 2,021 shares; 2026Q1: 1,814 shares; 2026Q2: 1,805 shares 1,805 $769K 0.15% -9 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: not loaded; 2024Q4: 2,210 shares; 2025Q1: 2,226 shares; 2025Q2: 2,284 shares; 2025Q3: 2,431 shares; 2025Q4: 2,870 shares; 2026Q1: 2,956 shares; 2026Q2: 2,996 shares 2,996 $761K 0.15% +40 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: not loaded; 2024Q4: 3,651 shares; 2025Q1: 3,651 shares; 2025Q2: 3,651 shares; 2025Q3: 3,136 shares; 2025Q4: 3,136 shares; 2026Q1: 3,136 shares; 2026Q2: 3,136 shares 3,136 $760K 0.15% 0 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 loaded; 2024Q4: not reported; 2025Q1: 8 shares; 2025Q2: 51 shares; 2025Q3: 55 shares; 2025Q4: 1,563 shares; 2026Q1: 1,689 shares; 2026Q2: 1,752 shares 1,752 $759K 0.15% +63 Timeline AVTR AVANTOR INC More: the full row for AVANTOR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 84,426 shares; 2025Q1: 84,426 shares; 2025Q2: 84,426 shares; 2025Q3: 84,426 shares; 2025Q4: 84,426 shares; 2026Q1: 84,489 shares; 2026Q2: 76,119 shares 76,119 $754K 0.15% -8,370 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 6,568 shares; 2025Q1: 6,540 shares; 2025Q2: 6,540 shares; 2025Q3: 6,540 shares; 2025Q4: 6,540 shares; 2026Q1: 6,540 shares; 2026Q2: 6,599 shares 6,599 $753K 0.15% +59 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 878 shares; 2025Q1: 818 shares; 2025Q2: 827 shares; 2025Q3: 825 shares; 2025Q4: 2,130 shares; 2026Q1: 1,981 shares; 2026Q2: 1,999 shares 1,999 $747K 0.15% +18 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: not loaded; 2024Q4: 1,209 shares; 2025Q1: 1,272 shares; 2025Q2: 1,277 shares; 2025Q3: 925 shares; 2025Q4: 929 shares; 2026Q1: 1,429 shares; 2026Q2: 1,451 shares 1,451 $726K 0.14% +22 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 19,708 shares; 2025Q1: 18,941 shares; 2025Q2: 18,023 shares; 2025Q3: 14,171 shares; 2025Q4: 12,044 shares; 2026Q1: 12,046 shares; 2026Q2: 9,022 shares 9,022 $721K 0.14% -3,024 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 9,570 shares; 2025Q1: 9,827 shares; 2025Q2: 9,763 shares; 2025Q3: 9,743 shares; 2025Q4: 9,833 shares; 2026Q1: 9,869 shares; 2026Q2: 9,804 shares 9,804 $719K 0.14% -65 Timeline JBI JANUS INTERNATIONAL GROUP IN More: the full row for JANUS INTERNATIONAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 96,680 shares; 2025Q1: 96,680 shares; 2025Q2: 96,680 shares; 2025Q3: 129,557 shares; 2025Q4: 129,557 shares; 2026Q1: 129,557 shares; 2026Q2: 129,557 shares 129,557 $719K 0.14% 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: not loaded; 2024Q4: 18,285 shares; 2025Q1: 18,306 shares; 2025Q2: 18,321 shares; 2025Q3: 18,321 shares; 2025Q4: 21,216 shares; 2026Q1: 20,884 shares; 2026Q2: 19,425 shares 19,425 $702K 0.14% -1,459 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: not loaded; 2024Q4: 5,343 shares; 2025Q1: 5,370 shares; 2025Q2: 5,346 shares; 2025Q3: 5,136 shares; 2025Q4: 5,178 shares; 2026Q1: 5,225 shares; 2026Q2: 5,295 shares 5,295 $680K 0.13% +70 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: not loaded; 2024Q4: 1,050 shares; 2025Q1: 1,028 shares; 2025Q2: 1,057 shares; 2025Q3: 1,065 shares; 2025Q4: 1,060 shares; 2026Q1: 1,070 shares; 2026Q2: 1,158 shares 1,158 $673K 0.13% +88 Timeline SPIB 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 loaded; 2024Q4: 24,967 shares; 2025Q1: 20,620 shares; 2025Q2: 48,114 shares; 2025Q3: 47,863 shares; 2025Q4: 47,022 shares; 2026Q1: 19,145 shares; 2026Q2: 19,135 shares 19,135 $640K 0.13% -10 Timeline FALN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 48,815 shares; 2025Q1: 48,735 shares; 2025Q2: 45,571 shares; 2025Q3: 45,571 shares; 2025Q4: 45,560 shares; 2026Q1: 30,136 shares; 2026Q2: 23,227 shares 23,227 $633K 0.13% -6,909 Timeline MESO MESOBLAST LTD More: the full row for MESOBLAST LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 46,500 shares; 2026Q1: 46,500 shares; 2026Q2: 46,500 shares 46,500 $629K 0.12% 0 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 998 shares; 2025Q1: 1,013 shares; 2025Q2: 1,040 shares; 2025Q3: 1,051 shares; 2025Q4: 1,244 shares; 2026Q1: 1,308 shares; 2026Q2: 1,102 shares 1,102 $621K 0.12% -206 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,279 shares; 2025Q1: 5,719 shares; 2025Q2: 5,883 shares; 2025Q3: 5,884 shares; 2025Q4: 5,812 shares; 2026Q1: 7,038 shares; 2026Q2: 5,728 shares 5,728 $616K 0.12% -1,310 Timeline SLYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 25,771 shares; 2025Q1: 25,755 shares; 2025Q2: 25,692 shares; 2025Q3: 6,052 shares; 2025Q4: 5,470 shares; 2026Q1: 5,613 shares; 2026Q2: 5,466 shares 5,466 $596K 0.12% -147 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: not loaded; 2024Q4: 1,716 shares; 2025Q1: 1,625 shares; 2025Q2: 1,627 shares; 2025Q3: 1,599 shares; 2025Q4: 2,655 shares; 2026Q1: 2,723 shares; 2026Q2: 2,660 shares 2,660 $580K 0.11% -63 Timeline IBHG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 8,018 shares; 2025Q1: 8,018 shares; 2025Q2: 9,038 shares; 2025Q3: 23,377 shares; 2025Q4: 55,006 shares; 2026Q1: 31,258 shares; 2026Q2: 25,131 shares 25,131 $555K 0.11% -6,127 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: not loaded; 2024Q4: 1,509 shares; 2025Q1: 1,654 shares; 2025Q2: 1,694 shares; 2025Q3: 1,741 shares; 2025Q4: 1,757 shares; 2026Q1: 2,093 shares; 2026Q2: 2,294 shares 2,294 $547K 0.11% +201 Timeline SLQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 11,722 shares; 2025Q1: 11,613 shares; 2025Q2: 11,613 shares; 2025Q3: 11,601 shares; 2025Q4: 11,559 shares; 2026Q1: 11,483 shares; 2026Q2: 10,789 shares 10,789 $543K 0.11% -694 Timeline DFIS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 16,526 shares; 2025Q1: 20,471 shares; 2025Q2: 20,380 shares; 2025Q3: 15,067 shares; 2025Q4: 15,067 shares; 2026Q1: 15,067 shares; 2026Q2: 15,067 shares 15,067 $528K 0.1% 0 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: not loaded; 2024Q4: 524 shares; 2025Q1: 537 shares; 2025Q2: 543 shares; 2025Q3: 548 shares; 2025Q4: 551 shares; 2026Q1: 627 shares; 2026Q2: 708 shares 708 $512K 0.1% +81 Timeline AVXC AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,937 shares 5,937 $508K 0.1% new 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: not loaded; 2024Q4: 2,000 shares; 2025Q1: 2,000 shares; 2025Q2: 2,000 shares; 2025Q3: 2,000 shares; 2025Q4: 2,000 shares; 2026Q1: 2,000 shares; 2026Q2: 2,000 shares 2,000 $504K 0.1% 0 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,486 shares; 2025Q1: 1,756 shares; 2025Q2: 1,760 shares; 2025Q3: 1,900 shares; 2025Q4: 1,902 shares; 2026Q1: 4,096 shares; 2026Q2: 5,198 shares 5,198 $491K 0.1% +1,102 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 loaded; 2024Q4: 1,240 shares; 2025Q1: 1,240 shares; 2025Q2: 955 shares; 2025Q3: 955 shares; 2025Q4: 950 shares; 2026Q1: 950 shares; 2026Q2: 3,800 shares 3,800 $472K 0.09% +2,850 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 loaded; 2024Q4: 700 shares; 2025Q1: 700 shares; 2025Q2: 700 shares; 2025Q3: 700 shares; 2025Q4: 700 shares; 2026Q1: 700 shares; 2026Q2: 13,066 shares 13,066 $465K 0.09% +12,366 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: not loaded; 2024Q4: 1,421 shares; 2025Q1: 1,421 shares; 2025Q2: 1,421 shares; 2025Q3: 1,408 shares; 2025Q4: 1,312 shares; 2026Q1: 1,312 shares; 2026Q2: 1,315 shares 1,315 $452K 0.09% +3 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 289 shares; 2025Q1: 289 shares; 2025Q2: 360 shares; 2025Q3: 286 shares; 2025Q4: 4,788 shares; 2026Q1: 4,788 shares; 2026Q2: 5,222 shares 5,222 $446K 0.09% +434 Timeline SCHH SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 11,496 shares; 2025Q1: 11,532 shares; 2025Q2: 12,607 shares; 2025Q3: 12,181 shares; 2025Q4: 18,819 shares; 2026Q1: 19,180 shares; 2026Q2: 18,420 shares 18,420 $436K 0.09% -760 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: not loaded; 2024Q4: 840 shares; 2025Q1: 891 shares; 2025Q2: 918 shares; 2025Q3: 923 shares; 2025Q4: 922 shares; 2026Q1: 1,013 shares; 2026Q2: 1,257 shares 1,257 $431K 0.09% +244 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 53,963 shares; 2025Q1: 50,972 shares; 2025Q2: 43,551 shares; 2025Q3: 12,571 shares; 2025Q4: 8,540 shares; 2026Q1: 8,531 shares; 2026Q2: 8,389 shares 8,389 $424K 0.08% -142 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: not loaded; 2024Q4: 1,751 shares; 2025Q1: 1,723 shares; 2025Q2: 1,592 shares; 2025Q3: 1,238 shares; 2025Q4: 1,138 shares; 2026Q1: 1,111 shares; 2026Q2: 1,076 shares 1,076 $424K 0.08% -35 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: not loaded; 2024Q4: 880 shares; 2025Q1: 530 shares; 2025Q2: 578 shares; 2025Q3: 597 shares; 2025Q4: 803 shares; 2026Q1: 1,093 shares; 2026Q2: 1,197 shares 1,197 $423K 0.08% +104 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: not loaded; 2024Q4: 1,870 shares; 2025Q1: 894 shares; 2025Q2: 929 shares; 2025Q3: 962 shares; 2025Q4: 1,143 shares; 2026Q1: 1,185 shares; 2026Q2: 1,282 shares 1,282 $420K 0.08% +97 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 15,696 shares; 2025Q1: 13,876 shares; 2025Q2: 13,876 shares; 2025Q3: 13,500 shares; 2025Q4: 13,762 shares; 2026Q1: 13,762 shares; 2026Q2: 13,762 shares 13,762 $420K 0.08% 0 Timeline JNK 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 loaded; 2024Q4: 16,714 shares; 2025Q1: 16,440 shares; 2025Q2: 18,387 shares; 2025Q3: 8,737 shares; 2025Q4: 8,833 shares; 2026Q1: 6,987 shares; 2026Q2: 4,350 shares 4,350 $419K 0.08% -2,637 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 4,146 shares; 2025Q1: 4,209 shares; 2025Q2: 4,205 shares; 2025Q3: 2,589 shares; 2025Q4: 4,903 shares; 2026Q1: 5,478 shares; 2026Q2: 5,267 shares 5,267 $410K 0.08% -211 Timeline VTWV VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 3,054 shares; 2025Q1: 3,029 shares; 2025Q2: 3,011 shares; 2025Q3: 2,228 shares; 2025Q4: 2,148 shares; 2026Q1: 2,122 shares; 2026Q2: 1,964 shares 1,964 $384K 0.08% -158 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: not loaded; 2024Q4: 642 shares; 2025Q1: 642 shares; 2025Q2: 642 shares; 2025Q3: 642 shares; 2025Q4: 642 shares; 2026Q1: 665 shares; 2026Q2: 795 shares 795 $380K 0.08% +130 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 22 shares; 2025Q3: 1,695 shares; 2025Q4: 1,695 shares; 2026Q1: 1,673 shares; 2026Q2: 1,773 shares 1,773 $377K 0.07% +100 Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,500 shares; 2025Q1: 1,503 shares; 2025Q2: 1,517 shares; 2025Q3: 1,519 shares; 2025Q4: 1,508 shares; 2026Q1: 1,526 shares; 2026Q2: 1,545 shares 1,545 $369K 0.07% +19 Timeline VONG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,760 shares; 2025Q1: 2,760 shares; 2025Q2: 2,814 shares; 2025Q3: 2,814 shares; 2025Q4: 2,814 shares; 2026Q1: 2,814 shares; 2026Q2: 2,814 shares 2,814 $360K 0.07% 0 Timeline ARM ARM HOLDINGS PLC More: the full row for ARM HOLDINGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares; 2026Q1: 1,000 shares; 2026Q2: 1,000 shares 1,000 $355K 0.07% 0 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 25 shares; 2025Q2: 1,537 shares; 2025Q3: 4,384 shares; 2025Q4: 4,389 shares; 2026Q1: 4,428 shares; 2026Q2: 4,743 shares 4,743 $353K 0.07% +315 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,340 shares; 2025Q1: 2,340 shares; 2025Q2: 2,340 shares; 2025Q3: 2,340 shares; 2025Q4: 2,340 shares; 2026Q1: 2,340 shares; 2026Q2: 10,991 shares 10,991 $349K 0.07% +8,651 Timeline TER TERADYNE INC More: the full row for TERADYNE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 722 shares; 2025Q1: 722 shares; 2025Q2: 731 shares; 2025Q3: 735 shares; 2025Q4: 737 shares; 2026Q1: 740 shares; 2026Q2: 700 shares 700 $339K 0.07% -40 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: not loaded; 2024Q4: 1,890 shares; 2025Q1: 1,896 shares; 2025Q2: 1,912 shares; 2025Q3: 1,919 shares; 2025Q4: 2,260 shares; 2026Q1: 2,337 shares; 2026Q2: 2,324 shares 2,324 $336K 0.07% -13 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,087 shares; 2025Q1: 1,104 shares; 2025Q2: 1,119 shares; 2025Q3: 1,139 shares; 2025Q4: 1,127 shares; 2026Q1: 1,189 shares; 2026Q2: 1,306 shares 1,306 $329K 0.07% +117 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: not loaded; 2024Q4: 2,785 shares; 2025Q1: 2,374 shares; 2025Q2: 2,410 shares; 2025Q3: 2,424 shares; 2025Q4: 2,431 shares; 2026Q1: 2,419 shares; 2026Q2: 2,402 shares 2,402 $325K 0.06% -17 Timeline SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 8,031 shares; 2025Q1: 8,031 shares; 2025Q2: 8,031 shares; 2025Q3: 8,030 shares; 2025Q4: 8,950 shares; 2026Q1: 8,960 shares; 2026Q2: 8,960 shares 8,960 $312K 0.06% 0 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,964 shares; 2025Q1: 2,994 shares; 2025Q2: 3,081 shares; 2025Q3: 3,028 shares; 2025Q4: 2,050 shares; 2026Q1: 2,203 shares; 2026Q2: 2,216 shares 2,216 $303K 0.06% +13 Timeline IVOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 4,523 shares; 2025Q1: 3,838 shares; 2025Q2: 3,194 shares; 2025Q3: 2,744 shares; 2025Q4: 2,350 shares; 2026Q1: 2,285 shares; 2026Q2: 2,067 shares 2,067 $302K 0.06% -218 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 99 shares; 2026Q2: 3,132 shares 3,132 $299K 0.06% +3,033 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 loaded; 2024Q4: 754 shares; 2025Q1: 754 shares; 2025Q2: 754 shares; 2025Q3: 754 shares; 2025Q4: 727 shares; 2026Q1: 727 shares; 2026Q2: 727 shares 727 $298K 0.06% 0 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 7,878 shares; 2025Q1: 7,876 shares; 2025Q2: 7,876 shares; 2025Q3: 5,776 shares; 2025Q4: 10,664 shares; 2026Q1: 10,360 shares; 2026Q2: 5,524 shares 5,524 $290K 0.06% -4,836 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: not loaded; 2024Q4: 2,640 shares; 2025Q1: 2,758 shares; 2025Q2: 2,836 shares; 2025Q3: 2,841 shares; 2025Q4: 3,177 shares; 2026Q1: 2,806 shares; 2026Q2: 2,940 shares 2,940 $283K 0.06% +134 Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 11,082 shares; 2025Q1: 11,278 shares; 2025Q2: 11,501 shares; 2025Q3: 5,412 shares; 2025Q4: 3,851 shares; 2026Q1: 3,882 shares; 2026Q2: 4,858 shares 4,858 $283K 0.06% +976 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 loaded; 2024Q4: 3,889 shares; 2025Q1: 3,903 shares; 2025Q2: 3,917 shares; 2025Q3: 3,896 shares; 2025Q4: 3,897 shares; 2026Q1: 3,906 shares; 2026Q2: 3,898 shares 3,898 $279K 0.06% -8 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: not loaded; 2024Q4: 156 shares; 2025Q1: 167 shares; 2025Q2: 166 shares; 2025Q3: 158 shares; 2025Q4: 277 shares; 2026Q1: 234 shares; 2026Q2: 230 shares 230 $276K 0.05% -4 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: not loaded; 2024Q4: 57,457 shares; 2025Q1: 26,697 shares; 2025Q2: 26,660 shares; 2025Q3: 9,936 shares; 2025Q4: 5,115 shares; 2026Q1: 3,563 shares; 2026Q2: 2,932 shares 2,932 $269K 0.05% -631 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: not loaded; 2024Q4: 9,142 shares; 2025Q1: 7,729 shares; 2025Q2: 7,498 shares; 2025Q3: 7,320 shares; 2025Q4: 7,211 shares; 2026Q1: 6,753 shares; 2026Q2: 6,764 shares 6,764 $262K 0.05% +11 Timeline SPSB 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 loaded; 2024Q4: 3,351 shares; 2025Q1: 3,270 shares; 2025Q2: 5,751 shares; 2025Q3: 5,751 shares; 2025Q4: 5,529 shares; 2026Q1: 5,529 shares; 2026Q2: 8,534 shares 8,534 $256K 0.05% +3,005 Timeline JVAL J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,265 shares 4,265 $250K 0.05% new Timeline NYM AB ACTIVE ETFS INC More: the full row for AB ACTIVE ETFS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,949 shares; 2026Q1: 9,949 shares; 2026Q2: 9,949 shares 9,949 $250K 0.05% 0 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 5,068 shares; 2025Q1: 5,101 shares; 2025Q2: 5,126 shares; 2025Q3: 5,126 shares; 2025Q4: 2,335 shares; 2026Q1: 2,335 shares; 2026Q2: 2,335 shares 2,335 $249K 0.05% 0 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,278 shares; 2025Q1: 1,304 shares; 2025Q2: 1,311 shares; 2025Q3: 1,339 shares; 2025Q4: 1,579 shares; 2026Q1: 1,624 shares; 2026Q2: 1,692 shares 1,692 $248K 0.05% +68 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: not loaded; 2024Q4: 1,808 shares; 2025Q1: 1,758 shares; 2025Q2: 1,578 shares; 2025Q3: 1,578 shares; 2025Q4: 1,578 shares; 2026Q1: 1,577 shares; 2026Q2: 1,577 shares 1,577 $243K 0.05% 0 Timeline VPU 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 loaded; 2024Q4: 1,660 shares; 2025Q1: 1,651 shares; 2025Q2: 1,459 shares; 2025Q3: 1,456 shares; 2025Q4: 1,216 shares; 2026Q1: 1,210 shares; 2026Q2: 1,204 shares 1,204 $236K 0.05% -6 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 5,645 shares; 2025Q1: 4,869 shares; 2025Q2: 4,881 shares; 2025Q3: 4,889 shares; 2025Q4: 4,749 shares; 2026Q1: 4,749 shares; 2026Q2: 4,669 shares 4,669 $235K 0.05% -80 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,960 shares 2,960 $235K 0.05% new Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,389 shares; 2025Q1: 1,389 shares; 2025Q2: 1,389 shares; 2025Q3: 1,389 shares; 2025Q4: 1,389 shares; 2026Q1: 1,389 shares; 2026Q2: 1,475 shares 1,475 $233K 0.05% +86 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 23,693 shares; 2025Q1: 26,145 shares; 2025Q2: 26,038 shares; 2025Q3: 9,607 shares; 2025Q4: 3,775 shares; 2026Q1: 1,526 shares; 2026Q2: 10,113 shares 10,113 $230K 0.05% +8,587 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 115 shares; 2025Q1: 116 shares; 2025Q2: 124 shares; 2025Q3: 125 shares; 2025Q4: 126 shares; 2026Q1: 213 shares; 2026Q2: 224 shares 224 $227K 0.04% +11 Timeline BSCR INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 12,507 shares; 2025Q1: 11,902 shares; 2025Q2: 11,902 shares; 2025Q3: 12,303 shares; 2025Q4: 12,137 shares; 2026Q1: 11,465 shares; 2026Q2: 11,465 shares 11,465 $225K 0.04% 0 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 3,655 shares; 2025Q1: 3,315 shares; 2025Q2: 3,286 shares; 2025Q3: 3,088 shares; 2025Q4: 3,065 shares; 2026Q1: 1,139 shares; 2026Q2: 1,109 shares 1,109 $219K 0.04% -30 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 500 shares; 2025Q1: 503 shares; 2025Q2: 510 shares; 2025Q3: 509 shares; 2025Q4: 509 shares; 2026Q1: 550 shares; 2026Q2: 562 shares 562 $211K 0.04% +12 Timeline AVIE 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,750 shares 2,750 $204K 0.04% new 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: not loaded; 2024Q4: 1,018 shares; 2025Q1: 1,040 shares; 2025Q2: 1,033 shares; 2025Q3: 1,038 shares; 2025Q4: 1,045 shares; 2026Q1: 1,036 shares; 2026Q2: 1,105 shares 1,105 $204K 0.04% +69 Timeline ILF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,029 shares 6,029 $203K 0.04% new Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 86 shares; 2025Q1: not reported; 2025Q2: 27 shares; 2025Q3: 34 shares; 2025Q4: 23 shares; 2026Q1: 50 shares; 2026Q2: 1,549 shares 1,549 $201K 0.04% +1,499 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 400 shares; 2025Q1: 405 shares; 2025Q2: 368 shares; 2025Q3: 336 shares; 2025Q4: 2,119 shares; 2026Q1: 1,981 shares; 2026Q2: 1,688 shares 1,688 $198K 0.04% -293 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: not loaded; 2024Q4: 189 shares; 2025Q1: 195 shares; 2025Q2: 200 shares; 2025Q3: 201 shares; 2025Q4: 200 shares; 2026Q1: 209 shares; 2026Q2: 209 shares 209 $196K 0.04% 0 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,164 shares; 2025Q1: 672 shares; 2025Q2: 675 shares; 2025Q3: 676 shares; 2025Q4: 678 shares; 2026Q1: 706 shares; 2026Q2: 723 shares 723 $195K 0.04% +17 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,189 shares; 2025Q1: 1,439 shares; 2025Q2: 2,570 shares; 2025Q3: 2,575 shares; 2025Q4: 2,583 shares; 2026Q1: 3,198 shares; 2026Q2: 3,855 shares 3,855 $194K 0.04% +657 Timeline XME 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 loaded; 2024Q4: 1,806 shares; 2025Q1: 1,806 shares; 2025Q2: 1,806 shares; 2025Q3: 1,806 shares; 2025Q4: 1,806 shares; 2026Q1: 1,806 shares; 2026Q2: 1,806 shares 1,806 $193K 0.04% 0 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 281 shares; 2025Q1: 120 shares; 2025Q2: 76 shares; 2025Q3: 77 shares; 2025Q4: 180 shares; 2026Q1: 228 shares; 2026Q2: 461 shares 461 $192K 0.04% +233 Timeline DFAX DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 883 shares; 2025Q1: 883 shares; 2025Q2: 883 shares; 2025Q3: 883 shares; 2025Q4: 883 shares; 2026Q1: 883 shares; 2026Q2: 5,171 shares 5,171 $190K 0.04% +4,288 Timeline BSCQ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 9,927 shares; 2025Q1: 9,927 shares; 2025Q2: 9,926 shares; 2025Q3: 9,926 shares; 2025Q4: 9,671 shares; 2026Q1: 9,671 shares; 2026Q2: 9,671 shares 9,671 $189K 0.04% 0 Timeline BAI BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,538 shares 3,538 $187K 0.04% new 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: not loaded; 2024Q4: 110 shares; 2025Q1: 194 shares; 2025Q2: 203 shares; 2025Q3: 221 shares; 2025Q4: 252 shares; 2026Q1: 333 shares; 2026Q2: 479 shares 479 $181K 0.04% +146 Timeline VIOV VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,839 shares; 2025Q1: 1,799 shares; 2025Q2: 1,924 shares; 2025Q3: 1,518 shares; 2025Q4: 1,518 shares; 2026Q1: 1,516 shares; 2026Q2: 1,516 shares 1,516 $178K 0.04% 0 Timeline BILZ PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 534 shares; 2025Q1: 534 shares; 2025Q2: 2,778 shares; 2025Q3: 2,778 shares; 2025Q4: 1,757 shares; 2026Q1: 1,753 shares; 2026Q2: 1,753 shares 1,753 $177K 0.04% 0 Timeline DFAE DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 6,113 shares; 2025Q1: 1,334 shares; 2025Q2: 1,334 shares; 2025Q3: 1,334 shares; 2025Q4: 4,270 shares; 2026Q1: 4,283 shares; 2026Q2: 4,283 shares 4,283 $172K 0.03% 0 Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,000 shares; 2025Q1: 2,000 shares; 2025Q2: 2,000 shares; 2025Q3: 2,000 shares; 2025Q4: 2,000 shares; 2026Q1: 1,791 shares; 2026Q2: 1,791 shares 1,791 $172K 0.03% 0 Timeline DFUS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,035 shares; 2025Q1: 1,035 shares; 2025Q2: 1,035 shares; 2025Q3: 1,035 shares; 2025Q4: 1,035 shares; 2026Q1: 2,088 shares; 2026Q2: 2,088 shares 2,088 $171K 0.03% 0 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,968 shares; 2025Q1: 1,932 shares; 2025Q2: 1,087 shares; 2025Q3: 1,087 shares; 2025Q4: 1,087 shares; 2026Q1: 1,087 shares; 2026Q2: 1,087 shares 1,087 $170K 0.03% 0 Timeline DFAS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 717 shares; 2025Q1: 684 shares; 2025Q2: 684 shares; 2025Q3: 684 shares; 2025Q4: 900 shares; 2026Q1: 2,052 shares; 2026Q2: 2,052 shares 2,052 $169K 0.03% 0 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 923 shares; 2025Q1: 955 shares; 2025Q2: 992 shares; 2025Q3: 1,006 shares; 2025Q4: 1,015 shares; 2026Q1: 1,046 shares; 2026Q2: 1,432 shares 1,432 $168K 0.03% +386 Timeline BSCS INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 8,026 shares; 2025Q1: 8,980 shares; 2025Q2: 8,980 shares; 2025Q3: 8,980 shares; 2025Q4: 8,579 shares; 2026Q1: 8,579 shares; 2026Q2: 8,239 shares 8,239 $168K 0.03% -340 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: not loaded; 2024Q4: 136 shares; 2025Q1: 138 shares; 2025Q2: 156 shares; 2025Q3: 160 shares; 2025Q4: 158 shares; 2026Q1: 266 shares; 2026Q2: 318 shares 318 $163K 0.03% +52 Timeline FV 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 loaded; 2024Q4: 2,115 shares; 2025Q1: 2,115 shares; 2025Q2: 2,115 shares; 2025Q3: 2,115 shares; 2025Q4: 2,115 shares; 2026Q1: 2,115 shares; 2026Q2: 2,115 shares 2,115 $160K 0.03% 0 Timeline TRGP TARGA RES CORP More: the full row for TARGA RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5 shares; 2025Q3: 7 shares; 2025Q4: 11 shares; 2026Q1: 16 shares; 2026Q2: 593 shares 593 $159K 0.03% +577 Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 9 shares; 2025Q2: 520 shares; 2025Q3: 27 shares; 2025Q4: 21 shares; 2026Q1: 35 shares; 2026Q2: 993 shares 993 $158K 0.03% +958 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 64 shares; 2025Q1: 11 shares; 2025Q2: 11 shares; 2025Q3: 11 shares; 2025Q4: 11 shares; 2026Q1: 35 shares; 2026Q2: 4,657 shares 4,657 $155K 0.03% +4,622 Timeline FVD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 3,489 shares; 2025Q1: 3,489 shares; 2025Q2: 3,489 shares; 2025Q3: 3,160 shares; 2025Q4: 3,160 shares; 2026Q1: 3,160 shares; 2026Q2: 3,160 shares 3,160 $152K 0.03% 0 Timeline HYS PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 3,974 shares; 2025Q1: 3,974 shares; 2025Q2: 3,974 shares; 2025Q3: 3,836 shares; 2025Q4: 1,595 shares; 2026Q1: 1,608 shares; 2026Q2: 1,611 shares 1,611 $151K 0.03% +3 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: not loaded; 2024Q4: 2,504 shares; 2025Q1: 1,340 shares; 2025Q2: 1,340 shares; 2025Q3: 1,115 shares; 2025Q4: 1,115 shares; 2026Q1: 913 shares; 2026Q2: 913 shares 913 $150K 0.03% 0 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 11 shares; 2025Q2: 59 shares; 2025Q3: 66 shares; 2025Q4: 72 shares; 2026Q1: 80 shares; 2026Q2: 234 shares 234 $149K 0.03% +154 Timeline GMF SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 942 shares; 2025Q1: 942 shares; 2025Q2: 942 shares; 2025Q3: 942 shares; 2025Q4: 942 shares; 2026Q1: 942 shares; 2026Q2: 942 shares 942 $148K 0.03% 0 Timeline VGLT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,757 shares; 2025Q4: not reported; 2026Q1: 667 shares; 2026Q2: 2,660 shares 2,660 $147K 0.03% +1,993 Timeline IWY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 500 shares; 2025Q1: 500 shares; 2025Q2: 500 shares; 2025Q3: 500 shares; 2025Q4: 500 shares; 2026Q1: 500 shares; 2026Q2: 500 shares 500 $145K 0.03% 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: not loaded; 2024Q4: 169 shares; 2025Q1: 348 shares; 2025Q2: 354 shares; 2025Q3: 380 shares; 2025Q4: 383 shares; 2026Q1: 551 shares; 2026Q2: 942 shares 942 $143K 0.03% +391 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: not loaded; 2024Q4: 137 shares; 2025Q1: 157 shares; 2025Q2: 159 shares; 2025Q3: 157 shares; 2025Q4: 286 shares; 2026Q1: 211 shares; 2026Q2: 337 shares 337 $142K 0.03% +126 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 loaded; 2024Q4: 1,000 shares; 2025Q1: 1,017 shares; 2025Q2: 1,032 shares; 2025Q3: 1,039 shares; 2025Q4: 1,045 shares; 2026Q1: 1,071 shares; 2026Q2: 1,091 shares 1,091 $138K 0.03% +20 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 877 shares; 2025Q1: 889 shares; 2025Q2: 893 shares; 2025Q3: 893 shares; 2025Q4: 893 shares; 2026Q1: 911 shares; 2026Q2: 875 shares 875 $137K 0.03% -36 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,515 shares; 2025Q1: 1,515 shares; 2025Q2: 1,550 shares; 2025Q3: 1,553 shares; 2025Q4: 1,543 shares; 2026Q1: 1,842 shares; 2026Q2: 1,893 shares 1,893 $136K 0.03% +51 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: not loaded; 2024Q4: 3,054 shares; 2025Q1: 2,366 shares; 2025Q2: 1,650 shares; 2025Q3: 1,880 shares; 2025Q4: 625 shares; 2026Q1: 658 shares; 2026Q2: 816 shares 816 $135K 0.03% +158 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 744 shares; 2025Q1: 753 shares; 2025Q2: 757 shares; 2025Q3: 757 shares; 2025Q4: 760 shares; 2026Q1: 772 shares; 2026Q2: 800 shares 800 $135K 0.03% +28 Timeline VOOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 426 shares; 2025Q1: 402 shares; 2025Q2: 342 shares; 2025Q3: 342 shares; 2025Q4: 335 shares; 2026Q1: 335 shares; 2026Q2: 1,626 shares 1,626 $134K 0.03% +1,291 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: not loaded; 2024Q4: 222 shares; 2025Q1: 137 shares; 2025Q2: 137 shares; 2025Q3: 137 shares; 2025Q4: 137 shares; 2026Q1: 137 shares; 2026Q2: 1,094 shares 1,094 $131K 0.03% +957 Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,573 shares; 2025Q1: 1,573 shares; 2025Q2: 2,530 shares; 2025Q3: 2,530 shares; 2025Q4: 2,528 shares; 2026Q1: 2,528 shares; 2026Q2: 2,512 shares 2,512 $130K 0.03% -16 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 195 shares; 2025Q1: 259 shares; 2025Q2: 234 shares; 2025Q3: 242 shares; 2025Q4: 444 shares; 2026Q1: 473 shares; 2026Q2: 509 shares 509 $130K 0.03% +36 Timeline SECU BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,596 shares 2,596 $129K 0.03% new Timeline DTM DT MIDSTREAM INC More: the full row for DT MIDSTREAM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 20 shares; 2025Q2: 18 shares; 2025Q3: 20 shares; 2025Q4: 22 shares; 2026Q1: 870 shares; 2026Q2: 878 shares 878 $129K 0.03% +8 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 219 shares; 2025Q3: 44 shares; 2025Q4: 1,125 shares; 2026Q1: 1,231 shares; 2026Q2: 1,252 shares 1,252 $127K 0.03% +21 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 loaded; 2024Q4: 229 shares; 2025Q1: 232 shares; 2025Q2: 236 shares; 2025Q3: 237 shares; 2025Q4: 237 shares; 2026Q1: 241 shares; 2026Q2: 243 shares 243 $127K 0.03% +2 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 4,084 shares; 2025Q1: 3,364 shares; 2025Q2: 2,585 shares; 2025Q3: 2,563 shares; 2025Q4: 4,767 shares; 2026Q1: 5,112 shares; 2026Q2: 2,767 shares 2,767 $125K 0.02% -2,345 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: not loaded; 2024Q4: 559 shares; 2025Q1: 564 shares; 2025Q2: 576 shares; 2025Q3: 553 shares; 2025Q4: 555 shares; 2026Q1: 568 shares; 2026Q2: 456 shares 456 $124K 0.02% -112 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 180 shares; 2025Q1: 182 shares; 2025Q2: 192 shares; 2025Q3: 192 shares; 2025Q4: 193 shares; 2026Q1: 201 shares; 2026Q2: 567 shares 567 $124K 0.02% +366 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 3,616 shares; 2025Q1: 2,666 shares; 2025Q2: 2,730 shares; 2025Q3: 2,744 shares; 2025Q4: 2,783 shares; 2026Q1: 2,812 shares; 2026Q2: 2,918 shares 2,918 $124K 0.02% +106 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: not loaded; 2024Q4: 280 shares; 2025Q1: 253 shares; 2025Q2: 264 shares; 2025Q3: 257 shares; 2025Q4: 559 shares; 2026Q1: 579 shares; 2026Q2: 560 shares 560 $123K 0.02% -19 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: not loaded; 2024Q4: 1,475 shares; 2025Q1: 1,478 shares; 2025Q2: 1,478 shares; 2025Q3: 1,486 shares; 2025Q4: 1,396 shares; 2026Q1: 1,396 shares; 2026Q2: 1,396 shares 1,396 $123K 0.02% 0 Timeline CORP PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 4,213 shares; 2025Q1: 4,213 shares; 2025Q2: 4,213 shares; 2025Q3: 4,213 shares; 2025Q4: 2,648 shares; 2026Q1: 1,943 shares; 2026Q2: 1,258 shares 1,258 $122K 0.02% -685 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: not loaded; 2024Q4: 1,176 shares; 2025Q1: 1,191 shares; 2025Q2: 1,250 shares; 2025Q3: 1,246 shares; 2025Q4: 1,287 shares; 2026Q1: 1,358 shares; 2026Q2: 1,493 shares 1,493 $121K 0.02% +135 Timeline CLH CLEAN HARBORS INC More: the full row for CLEAN HARBORS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3 shares; 2025Q3: 4 shares; 2025Q4: 404 shares; 2026Q1: 406 shares; 2026Q2: 406 shares 406 $121K 0.02% 0 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 70 shares; 2025Q1: 76 shares; 2025Q2: 80 shares; 2025Q3: 80 shares; 2025Q4: 1,550 shares; 2026Q1: 1,655 shares; 2026Q2: 1,696 shares 1,696 $121K 0.02% +41 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: not loaded; 2024Q4: 954 shares; 2025Q1: 878 shares; 2025Q2: 950 shares; 2025Q3: 954 shares; 2025Q4: 1,017 shares; 2026Q1: 994 shares; 2026Q2: 1,067 shares 1,067 $121K 0.02% +73 Timeline IVOV VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,347 shares; 2025Q1: 1,325 shares; 2025Q2: 1,325 shares; 2025Q3: 1,060 shares; 2025Q4: 1,060 shares; 2026Q1: 1,059 shares; 2026Q2: 1,059 shares 1,059 $121K 0.02% 0 Timeline FNCL FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 4,377 shares; 2025Q1: 4,377 shares; 2025Q2: 4,377 shares; 2025Q3: 3,377 shares; 2025Q4: 1,885 shares; 2026Q1: 1,573 shares; 2026Q2: 1,573 shares 1,573 $120K 0.02% 0 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,364 shares; 2025Q1: 1,364 shares; 2025Q2: 1,364 shares; 2025Q3: 1,200 shares; 2025Q4: 1,751 shares; 2026Q1: 1,751 shares; 2026Q2: 1,751 shares 1,751 $120K 0.02% 0 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: not loaded; 2024Q4: 1,900 shares; 2025Q1: 2,387 shares; 2025Q2: 1,900 shares; 2025Q3: 2,677 shares; 2025Q4: 2,947 shares; 2026Q1: 2,217 shares; 2026Q2: 2,217 shares 2,217 $119K 0.02% 0 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 670 shares; 2025Q1: 681 shares; 2025Q2: 699 shares; 2025Q3: 705 shares; 2025Q4: 765 shares; 2026Q1: 781 shares; 2026Q2: 331 shares 331 $117K 0.02% -450 Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 22,749 shares; 2025Q1: 22,015 shares; 2025Q2: 22,833 shares; 2025Q3: 3,612 shares; 2025Q4: 2,512 shares; 2026Q1: 2,578 shares; 2026Q2: 2,512 shares 2,512 $116K 0.02% -66 Timeline JEPQ 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 loaded; 2024Q4: 1,882 shares; 2025Q1: 1,882 shares; 2025Q2: 1,882 shares; 2025Q3: 1,882 shares; 2025Q4: 1,882 shares; 2026Q1: 1,882 shares; 2026Q2: 1,882 shares 1,882 $116K 0.02% 0 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 20 shares; 2025Q1: 24 shares; 2025Q2: 25 shares; 2025Q3: 26 shares; 2025Q4: 24 shares; 2026Q1: 64 shares; 2026Q2: 253 shares 253 $115K 0.02% +189 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,136 shares 1,136 $114K 0.02% new Timeline CSWC CAPITAL SOUTHWEST CORP More: the full row for CAPITAL SOUTHWEST CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 4,809 shares; 2025Q1: 4,809 shares; 2025Q2: 4,809 shares; 2025Q3: 4,809 shares; 2025Q4: 4,809 shares; 2026Q1: 4,809 shares; 2026Q2: 4,809 shares 4,809 $114K 0.02% 0 Timeline ESGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 923 shares; 2025Q1: 923 shares; 2025Q2: 923 shares; 2025Q3: 923 shares; 2025Q4: 923 shares; 2026Q1: 923 shares; 2026Q2: 863 shares 863 $114K 0.02% -60 Timeline JHMD JOHN HANCOCK EXCHANGE TRADED More: the full row for JOHN HANCOCK EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,941 shares; 2025Q1: 2,552 shares; 2025Q2: 2,552 shares; 2025Q3: 2,552 shares; 2025Q4: 2,552 shares; 2026Q1: 2,552 shares; 2026Q2: 2,552 shares 2,552 $113K 0.02% 0 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 loaded; 2024Q4: 241 shares; 2025Q1: 259 shares; 2025Q2: 266 shares; 2025Q3: 270 shares; 2025Q4: 231 shares; 2026Q1: 234 shares; 2026Q2: 375 shares 375 $112K 0.02% +141 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: not loaded; 2024Q4: 2,314 shares; 2025Q1: 2,314 shares; 2025Q2: 2,314 shares; 2025Q3: 2,314 shares; 2025Q4: 2,314 shares; 2026Q1: 2,314 shares; 2026Q2: 2,314 shares 2,314 $110K 0.02% 0 Timeline VTEC VANGUARD CALIF TAX FREE FDS More: the full row for VANGUARD CALIF TAX FREE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,000 shares; 2026Q1: 1,000 shares; 2026Q2: 1,085 shares 1,085 $109K 0.02% +85 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,035 shares; 2025Q1: 1,047 shares; 2025Q2: 1,046 shares; 2025Q3: 1,040 shares; 2025Q4: 1,050 shares; 2026Q1: 1,086 shares; 2026Q2: 1,108 shares 1,108 $109K 0.02% +22 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 252 shares; 2025Q1: 238 shares; 2025Q2: 242 shares; 2025Q3: 230 shares; 2025Q4: 1,065 shares; 2026Q1: 1,059 shares; 2026Q2: 1,175 shares 1,175 $107K 0.02% +116 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,102 shares; 2025Q3: 4,147 shares; 2025Q4: 4,147 shares; 2026Q1: 1,578 shares; 2026Q2: 1,578 shares 1,578 $107K 0.02% 0 Timeline NGG NATIONAL GRID PLC More: the full row for NATIONAL GRID PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,250 shares 1,250 $104K 0.02% new Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 21 shares; 2025Q1: 21 shares; 2025Q2: 25 shares; 2025Q3: 26 shares; 2025Q4: 2,104 shares; 2026Q1: 2,569 shares; 2026Q2: 2,102 shares 2,102 $102K 0.02% -467 Timeline GSAT GLOBALSTAR INC More: the full row for GLOBALSTAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 201 shares; 2025Q4: 1,246 shares; 2026Q1: 1,249 shares; 2026Q2: 1,251 shares 1,251 $102K 0.02% +2 Timeline SPLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,350 shares; 2026Q1: 1,350 shares; 2026Q2: 1,350 shares 1,350 $101K 0.02% 0 Timeline SWK STANLEY BLACK & DECKER INC More: the full row for STANLEY BLACK & DECKER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,000 shares; 2025Q1: 1,010 shares; 2025Q2: 1,030 shares; 2025Q3: 1,030 shares; 2025Q4: 1,029 shares; 2026Q1: 1,034 shares; 2026Q2: 1,057 shares 1,057 $99.5K 0.02% +23 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 loaded; 2024Q4: not reported; 2025Q1: 4 shares; 2025Q2: 1 shares; 2025Q3: 1 shares; 2025Q4: 3 shares; 2026Q1: 86 shares; 2026Q2: 199 shares 199 $98.8K 0.02% +113 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: not loaded; 2024Q4: 18,219 shares; 2025Q1: 21,416 shares; 2025Q2: 21,978 shares; 2025Q3: 6,248 shares; 2025Q4: 3,681 shares; 2026Q1: 1,071 shares; 2026Q2: 992 shares 992 $98.2K 0.02% -79 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: not loaded; 2024Q4: 22 shares; 2025Q1: 26 shares; 2025Q2: 35 shares; 2025Q3: 38 shares; 2025Q4: 56 shares; 2026Q1: 64 shares; 2026Q2: 91 shares 91 $96.9K 0.02% +27 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: not loaded; 2024Q4: 136 shares; 2025Q1: 139 shares; 2025Q2: 146 shares; 2025Q3: 145 shares; 2025Q4: 145 shares; 2026Q1: 148 shares; 2026Q2: 186 shares 186 $94.8K 0.02% +38 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: not loaded; 2024Q4: 1,583 shares; 2025Q1: 1,583 shares; 2025Q2: 1,611 shares; 2025Q3: 1,723 shares; 2025Q4: 1,723 shares; 2026Q1: 1,737 shares; 2026Q2: 1,737 shares 1,737 $93.8K 0.02% 0 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,799 shares; 2025Q1: 2,841 shares; 2025Q2: 2,858 shares; 2025Q3: 354 shares; 2025Q4: 136 shares; 2026Q1: 173 shares; 2026Q2: 672 shares 672 $93.8K 0.02% +499 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 301 shares; 2025Q1: 305 shares; 2025Q2: 307 shares; 2025Q3: 308 shares; 2025Q4: 309 shares; 2026Q1: 318 shares; 2026Q2: 320 shares 320 $93.8K 0.02% +2 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 560 shares; 2025Q1: 569 shares; 2025Q2: 571 shares; 2025Q3: 570 shares; 2025Q4: 563 shares; 2026Q1: 572 shares; 2026Q2: 566 shares 566 $92.6K 0.02% -6 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: not loaded; 2024Q4: 4 shares; 2025Q1: 4 shares; 2025Q2: 4 shares; 2025Q3: not reported; 2025Q4: 880 shares; 2026Q1: 880 shares; 2026Q2: 785 shares 785 $92.2K 0.02% -95 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 26 shares; 2025Q3: 26 shares; 2025Q4: 31 shares; 2026Q1: 34 shares; 2026Q2: 40 shares 40 $91K 0.02% +6 Timeline NBTB NBT BANCORP INC More: the full row for NBT BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,829 shares; 2025Q1: 1,829 shares; 2025Q2: 1,830 shares; 2025Q3: 1,830 shares; 2025Q4: 1,830 shares; 2026Q1: 1,830 shares; 2026Q2: 1,831 shares 1,831 $90.4K 0.02% +1 Timeline AVGV 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 371 shares; 2025Q4: 726 shares; 2026Q1: 938 shares; 2026Q2: 1,062 shares 1,062 $90.3K 0.02% +124 Timeline SII SPROTT INC More: the full row for SPROTT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 635 shares; 2025Q1: 635 shares; 2025Q2: 635 shares; 2025Q3: 635 shares; 2025Q4: 800 shares; 2026Q1: 800 shares; 2026Q2: 800 shares 800 $89.9K 0.02% 0 Timeline XAIX DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,557 shares; 2025Q1: 1,557 shares; 2025Q2: 1,557 shares; 2025Q3: 1,557 shares; 2025Q4: 1,557 shares; 2026Q1: 1,557 shares; 2026Q2: 1,557 shares 1,557 $89.6K 0.02% 0 Timeline GWX SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,786 shares; 2025Q1: 2,786 shares; 2025Q2: 2,038 shares; 2025Q3: 2,038 shares; 2025Q4: 2,038 shares; 2026Q1: 2,038 shares; 2026Q2: 2,038 shares 2,038 $89.2K 0.02% 0 Timeline COPY RBB FUND TRUST More: the full row for RBB FUND TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,090 shares; 2025Q4: 4,103 shares; 2026Q1: 5,320 shares; 2026Q2: 6,025 shares 6,025 $88.7K 0.02% +705 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 517 shares 517 $88.3K 0.02% new Timeline JHMM JOHN HANCOCK EXCHANGE TRADED More: the full row for JOHN HANCOCK EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,175 shares; 2025Q1: 1,175 shares; 2025Q2: 1,175 shares; 2025Q3: 1,175 shares; 2025Q4: 1,175 shares; 2026Q1: 1,175 shares; 2026Q2: 1,175 shares 1,175 $88.1K 0.02% 0 Timeline EWX SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,180 shares; 2025Q1: 1,180 shares; 2025Q2: 1,180 shares; 2025Q3: 1,180 shares; 2025Q4: 1,180 shares; 2026Q1: 1,180 shares; 2026Q2: 1,180 shares 1,180 $87.7K 0.02% 0 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 161 shares; 2025Q1: 173 shares; 2025Q2: 183 shares; 2025Q3: 184 shares; 2025Q4: 294 shares; 2026Q1: 245 shares; 2026Q2: 306 shares 306 $85.9K 0.02% +61 Timeline EXPD EXPEDITORS INTL WASH INC More: the full row for EXPEDITORS INTL WASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5 shares; 2025Q3: 8 shares; 2025Q4: 14 shares; 2026Q1: 18 shares; 2026Q2: 524 shares 524 $85.4K 0.02% +506 Timeline SHYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 355 shares; 2025Q1: 355 shares; 2025Q2: 3,072 shares; 2025Q3: 3,034 shares; 2025Q4: 2,002 shares; 2026Q1: 2,002 shares; 2026Q2: 2,011 shares 2,011 $85.3K 0.02% +9 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 247 shares 247 $84.7K 0.02% new Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,249 shares; 2025Q1: 1,249 shares; 2025Q2: 1,249 shares; 2025Q3: 1,249 shares; 2025Q4: 764 shares; 2026Q1: 764 shares; 2026Q2: 764 shares 764 $83.6K 0.02% 0 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 406 shares; 2025Q1: 375 shares; 2025Q2: 403 shares; 2025Q3: 433 shares; 2025Q4: 473 shares; 2026Q1: 481 shares; 2026Q2: 569 shares 569 $83.4K 0.02% +88 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: not loaded; 2024Q4: 1,722 shares; 2025Q1: 1,788 shares; 2025Q2: 1,850 shares; 2025Q3: 1,877 shares; 2025Q4: 745 shares; 2026Q1: 940 shares; 2026Q2: 1,454 shares 1,454 $82.8K 0.02% +514 Timeline INDA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,594 shares; 2025Q1: 1,594 shares; 2025Q2: 1,665 shares; 2025Q3: 1,665 shares; 2025Q4: 1,665 shares; 2026Q1: 1,665 shares; 2026Q2: 1,665 shares 1,665 $82.2K 0.02% 0 Timeline KEY KEYCORP More: the full row for KEYCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 3,318 shares; 2025Q1: 3,318 shares; 2025Q2: 3,387 shares; 2025Q3: 3,399 shares; 2025Q4: 3,424 shares; 2026Q1: 3,464 shares; 2026Q2: 3,552 shares 3,552 $81.9K 0.02% +88 Timeline EIS ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 676 shares; 2026Q2: 676 shares 676 $81.6K 0.02% 0 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 17 shares; 2025Q1: 20 shares; 2025Q2: 21 shares; 2025Q3: 22 shares; 2025Q4: 23 shares; 2026Q1: 25 shares; 2026Q2: 270 shares 270 $81.5K 0.02% +245 Timeline VFH 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 loaded; 2024Q4: 619 shares; 2025Q1: 619 shares; 2025Q2: 619 shares; 2025Q3: 619 shares; 2025Q4: 619 shares; 2026Q1: 619 shares; 2026Q2: 619 shares 619 $81.5K 0.02% 0 Timeline PAYO PAYONEER GLOBAL INC More: the full row for PAYONEER GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 10,410 shares; 2025Q1: 10,410 shares; 2025Q2: 10,419 shares; 2025Q3: 10,419 shares; 2025Q4: 11,419 shares; 2026Q1: 11,411 shares; 2026Q2: 11,411 shares 11,411 $81.2K 0.02% 0 Timeline FLRN 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 loaded; 2024Q4: 7,495 shares; 2025Q1: 2,955 shares; 2025Q2: 2,611 shares; 2025Q3: 2,611 shares; 2025Q4: 2,611 shares; 2026Q1: 2,611 shares; 2026Q2: 2,611 shares 2,611 $80.5K 0.02% 0 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 25 shares 25 $79.9K 0.02% new Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 164 shares; 2025Q1: 180 shares; 2025Q2: 195 shares; 2025Q3: 193 shares; 2025Q4: 188 shares; 2026Q1: 395 shares; 2026Q2: 439 shares 439 $79.5K 0.02% +44 Timeline ACGL ARCH CAP GROUP LTD More: the full row for ARCH CAP GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 100 shares; 2025Q1: 112 shares; 2025Q2: 138 shares; 2025Q3: 34 shares; 2025Q4: 38 shares; 2026Q1: 49 shares; 2026Q2: 809 shares 809 $78.5K 0.02% +760 Timeline ACWI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 500 shares; 2025Q1: 500 shares; 2025Q2: 500 shares; 2025Q3: 500 shares; 2025Q4: 500 shares; 2026Q1: 500 shares; 2026Q2: 500 shares 500 $78.5K 0.02% 0 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 loaded; 2024Q4: 43 shares; 2025Q1: 47 shares; 2025Q2: 50 shares; 2025Q3: 52 shares; 2025Q4: 52 shares; 2026Q1: 53 shares; 2026Q2: 109 shares 109 $77.7K 0.02% +56 Timeline IGIB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,469 shares; 2025Q1: 2,469 shares; 2025Q2: 2,469 shares; 2025Q3: 1,432 shares; 2025Q4: 1,432 shares; 2026Q1: 1,432 shares; 2026Q2: 1,432 shares 1,432 $76.1K 0.02% 0 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: not loaded; 2024Q4: 1,305 shares; 2025Q1: 905 shares; 2025Q2: 416 shares; 2025Q3: 419 shares; 2025Q4: 420 shares; 2026Q1: 425 shares; 2026Q2: 432 shares 432 $75.8K 0.01% +7 Timeline NVR NVR INC More: the full row for NVR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1 shares; 2025Q1: 1 shares; 2025Q2: 1 shares; 2025Q3: 1 shares; 2025Q4: 1 shares; 2026Q1: 1 shares; 2026Q2: 11 shares 11 $74.9K 0.01% +10 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: not loaded; 2024Q4: 155 shares; 2025Q1: 160 shares; 2025Q2: 168 shares; 2025Q3: 173 shares; 2025Q4: 176 shares; 2026Q1: 199 shares; 2026Q2: 220 shares 220 $74.4K 0.01% +21 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 19 shares; 2026Q1: 22 shares; 2026Q2: 37 shares 37 $73.6K 0.01% +15 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 96 shares; 2025Q1: 96 shares; 2025Q2: 96 shares; 2025Q3: 1,001 shares; 2025Q4: 966 shares; 2026Q1: 966 shares; 2026Q2: 966 shares 966 $72.9K 0.01% 0 Timeline SCHP SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,792 shares; 2025Q1: 2,792 shares; 2025Q2: 2,792 shares; 2025Q3: 2,792 shares; 2025Q4: 2,792 shares; 2026Q1: 2,792 shares; 2026Q2: 2,717 shares 2,717 $72K 0.01% -75 Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10 shares; 2025Q3: 19 shares; 2025Q4: 21 shares; 2026Q1: 27 shares; 2026Q2: 337 shares 337 $71.7K 0.01% +310 Timeline XBI 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 193 shares; 2026Q1: not reported; 2026Q2: 449 shares 449 $71.1K 0.01% new Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 167 shares; 2025Q1: 176 shares; 2025Q2: 180 shares; 2025Q3: 183 shares; 2025Q4: 185 shares; 2026Q1: 191 shares; 2026Q2: 288 shares 288 $70.9K 0.01% +97 Timeline PKG PACKAGING CORP AMER More: the full row for PACKAGING CORP AMER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 280 shares; 2025Q1: 285 shares; 2025Q2: 284 shares; 2025Q3: 286 shares; 2025Q4: 286 shares; 2026Q1: 291 shares; 2026Q2: 295 shares 295 $70.3K 0.01% +4 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 loaded; 2024Q4: 400 shares; 2025Q1: 434 shares; 2025Q2: 451 shares; 2025Q3: 457 shares; 2025Q4: 265 shares; 2026Q1: 378 shares; 2026Q2: 398 shares 398 $70.2K 0.01% +20 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,228 shares; 2025Q1: 1,185 shares; 2025Q2: 1,015 shares; 2025Q3: 629 shares; 2025Q4: 629 shares; 2026Q1: 479 shares; 2026Q2: 479 shares 479 $70.1K 0.01% 0 Timeline SIVR ABRDN SILVER ETF TRUST More: the full row for ABRDN SILVER ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 156 shares; 2026Q1: 200 shares; 2026Q2: 1,241 shares 1,241 $69.8K 0.01% +1,041 Timeline IBKR INTERACTIVE BROKERS GROUP IN More: the full row for INTERACTIVE BROKERS GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 188 shares; 2025Q1: 188 shares; 2025Q2: 764 shares; 2025Q3: 766 shares; 2025Q4: 766 shares; 2026Q1: 775 shares; 2026Q2: 774 shares 774 $67.4K 0.01% -1 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 4 shares; 2025Q2: 21 shares; 2025Q3: 28 shares; 2025Q4: 230 shares; 2026Q1: 298 shares; 2026Q2: 258 shares 258 $66K 0.01% -40 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: not loaded; 2024Q4: 2,188 shares; 2025Q1: 2,188 shares; 2025Q2: 2,188 shares; 2025Q3: 1,987 shares; 2025Q4: 1,987 shares; 2026Q1: 1,763 shares; 2026Q2: 1,545 shares 1,545 $64.5K 0.01% -218 Timeline COO COOPER COS INC More: the full row for COOPER COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,336 shares; 2025Q1: 2,336 shares; 2025Q2: 1,644 shares; 2025Q3: 1,638 shares; 2025Q4: 832 shares; 2026Q1: 1,115 shares; 2026Q2: 883 shares 883 $63.3K 0.01% -232 Timeline RQI COHEN & STEERS QUALITY INCOM More: the full row for COHEN & STEERS QUALITY INCOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 5,111 shares; 2025Q1: 5,111 shares; 2025Q2: 5,111 shares; 2025Q3: 5,111 shares; 2025Q4: 5,111 shares; 2026Q1: 5,111 shares; 2026Q2: 5,111 shares 5,111 $62.9K 0.01% 0 Timeline IGPT INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 593 shares 593 $61.7K 0.01% new Timeline MTSI MACOM TECH SOLUTIONS HLDGS I More: the full row for MACOM TECH SOLUTIONS HLDGS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6 shares; 2025Q3: 6 shares; 2025Q4: 6 shares; 2026Q1: 6 shares; 2026Q2: 162 shares 162 $61.7K 0.01% +156 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 loaded; 2024Q4: 600 shares; 2025Q1: 600 shares; 2025Q2: 600 shares; 2025Q3: 600 shares; 2025Q4: 673 shares; 2026Q1: 673 shares; 2026Q2: 600 shares 600 $61.4K 0.01% -73 Timeline SEIC SEI INVTS CO More: the full row for SEI INVTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 663 shares; 2025Q1: 663 shares; 2025Q2: 676 shares; 2025Q3: 680 shares; 2025Q4: 681 shares; 2026Q1: 692 shares; 2026Q2: 697 shares 697 $61.1K 0.01% +5 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,589 shares; 2025Q1: 1,589 shares; 2025Q2: 1,589 shares; 2025Q3: 1,082 shares; 2025Q4: 1,082 shares; 2026Q1: 1,082 shares; 2026Q2: 1,082 shares 1,082 $61.1K 0.01% 0 Timeline IFLN 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 loaded; 2024Q4: 3,305 shares; 2025Q1: 3,305 shares; 2025Q2: 3,305 shares; 2025Q3: 3,305 shares; 2025Q4: 3,305 shares; 2026Q1: 3,305 shares; 2026Q2: 3,305 shares 3,305 $60.4K 0.01% 0 Timeline CWI SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,286 shares; 2025Q1: 1,483 shares; 2025Q2: 1,483 shares; 2025Q3: 1,483 shares; 2025Q4: 1,483 shares; 2026Q1: 1,483 shares; 2026Q2: 1,483 shares 1,483 $60.3K 0.01% 0 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 3,443 shares; 2025Q1: 4,258 shares; 2025Q2: 2,292 shares; 2025Q3: 2,075 shares; 2025Q4: 2,795 shares; 2026Q1: 2,955 shares; 2026Q2: 2,851 shares 2,851 $59K 0.01% -104 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 36 shares; 2025Q1: 40 shares; 2025Q2: 41 shares; 2025Q3: 42 shares; 2025Q4: 42 shares; 2026Q1: 44 shares; 2026Q2: 51 shares 51 $57.8K 0.01% +7 Timeline SSNC SS&C TECH HLDGS More: the full row for SS&C TECH HLDGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 848 shares; 2025Q1: 856 shares; 2025Q2: 869 shares; 2025Q3: 876 shares; 2025Q4: 880 shares; 2026Q1: 868 shares; 2026Q2: 920 shares 920 $57.1K 0.01% +52 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 384 shares; 2025Q1: 384 shares; 2025Q2: 384 shares; 2025Q3: 382 shares; 2025Q4: 382 shares; 2026Q1: 382 shares; 2026Q2: 382 shares 382 $56.4K 0.01% 0 Timeline FCFS FIRSTCASH HOLDINGS INC More: the full row for FIRSTCASH HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 303 shares; 2025Q1: 307 shares; 2025Q2: 253 shares; 2025Q3: 255 shares; 2025Q4: 255 shares; 2026Q1: 257 shares; 2026Q2: 258 shares 258 $55.8K 0.01% +1 Timeline MGC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 210 shares; 2025Q1: 203 shares; 2025Q2: 203 shares; 2025Q3: 203 shares; 2025Q4: 203 shares; 2026Q1: 203 shares; 2026Q2: 203 shares 203 $55.5K 0.01% 0 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 91 shares; 2025Q1: 103 shares; 2025Q2: 108 shares; 2025Q3: 113 shares; 2025Q4: 227 shares; 2026Q1: 203 shares; 2026Q2: 203 shares 203 $54.9K 0.01% 0 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 loaded; 2024Q4: 250 shares; 2025Q1: 252 shares; 2025Q2: 261 shares; 2025Q3: 262 shares; 2025Q4: 342 shares; 2026Q1: 349 shares; 2026Q2: 356 shares 356 $53.9K 0.01% +7 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: not loaded; 2024Q4: 376 shares; 2025Q1: 411 shares; 2025Q2: 457 shares; 2025Q3: 470 shares; 2025Q4: 477 shares; 2026Q1: 567 shares; 2026Q2: 631 shares 631 $52.1K 0.01% +64 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 loaded; 2024Q4: 32 shares; 2025Q1: 90 shares; 2025Q2: 107 shares; 2025Q3: 109 shares; 2025Q4: 110 shares; 2026Q1: 115 shares; 2026Q2: 129 shares 129 $51.2K 0.01% +14 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 loaded; 2024Q4: 1,920 shares; 2025Q1: 1,920 shares; 2025Q2: 1,920 shares; 2025Q3: 1,082 shares; 2025Q4: 1,082 shares; 2026Q1: 1,082 shares; 2026Q2: 1,082 shares 1,082 $50.5K 0.01% 0 Timeline DFAR DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,366 shares; 2025Q1: 1,366 shares; 2025Q2: 1,366 shares; 2025Q3: 1,916 shares; 2025Q4: 1,916 shares; 2026Q1: 1,927 shares; 2026Q2: 1,927 shares 1,927 $50.4K 0.01% 0 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 110 shares; 2025Q1: 120 shares; 2025Q2: 118 shares; 2025Q3: 118 shares; 2025Q4: 122 shares; 2026Q1: 135 shares; 2026Q2: 147 shares 147 $50.1K 0.01% +12 Timeline ETHA ISHARES ETHEREUM TR More: the full row for ISHARES ETHEREUM TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,205 shares 4,205 $50K 0.01% new Timeline BSJR INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 2,212 shares; 2025Q2: 2,212 shares; 2025Q3: 2,212 shares; 2025Q4: 2,212 shares; 2026Q1: 2,212 shares; 2026Q2: 2,212 shares 2,212 $49.4K 0.01% 0 Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 564 shares; 2025Q1: 553 shares; 2025Q2: 553 shares; 2025Q3: 553 shares; 2025Q4: 501 shares; 2026Q1: 501 shares; 2026Q2: 477 shares 477 $49K 0.01% -24 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 5 shares; 2025Q2: 9 shares; 2025Q3: 7 shares; 2025Q4: 172 shares; 2026Q1: 193 shares; 2026Q2: 218 shares 218 $48.8K 0.01% +25 Timeline AZN ASTRAZENECA PLC More: the full row for ASTRAZENECA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 125 shares; 2026Q2: 251 shares 251 $47.6K 0.01% +126 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: not loaded; 2024Q4: 103 shares; 2025Q1: 127 shares; 2025Q2: 123 shares; 2025Q3: 126 shares; 2025Q4: 116 shares; 2026Q1: 130 shares; 2026Q2: 158 shares 158 $47.1K 0.01% +28 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 3 shares; 2025Q2: 4 shares; 2025Q3: 5 shares; 2025Q4: 5 shares; 2026Q1: 23 shares; 2026Q2: 48 shares 48 $46.2K 0.01% +25 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: not loaded; 2024Q4: 52 shares; 2025Q1: 52 shares; 2025Q2: 190 shares; 2025Q3: 190 shares; 2025Q4: 190 shares; 2026Q1: 190 shares; 2026Q2: 190 shares 190 $46.1K 0.01% 0 Timeline GSLC GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 351 shares; 2025Q1: 351 shares; 2025Q2: 351 shares; 2025Q3: 351 shares; 2025Q4: 351 shares; 2026Q1: 338 shares; 2026Q2: 324 shares 324 $46K 0.01% -14 Timeline DG DOLLAR GEN CORP More: the full row for DOLLAR GEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 50 shares; 2025Q2: 64 shares; 2025Q3: 66 shares; 2025Q4: 348 shares; 2026Q1: 269 shares; 2026Q2: 398 shares 398 $45.8K 0.01% +129 Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 72 shares; 2025Q1: 72 shares; 2025Q2: 75 shares; 2025Q3: 76 shares; 2025Q4: 77 shares; 2026Q1: 78 shares; 2026Q2: 87 shares 87 $45.8K 0.01% +9 Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 758 shares; 2025Q1: 758 shares; 2025Q2: 796 shares; 2025Q3: 796 shares; 2025Q4: 595 shares; 2026Q1: 595 shares; 2026Q2: 595 shares 595 $45.6K 0.01% 0 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 loaded; 2024Q4: 129 shares; 2025Q1: 134 shares; 2025Q2: 134 shares; 2025Q3: 143 shares; 2025Q4: 143 shares; 2026Q1: 152 shares; 2026Q2: 315 shares 315 $43.1K 0.01% +163 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 2 shares; 2025Q2: 5 shares; 2025Q3: 11 shares; 2025Q4: 223 shares; 2026Q1: 228 shares; 2026Q2: 254 shares 254 $42.3K 0.01% +26 Timeline ITT ITT INC More: the full row for ITT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 184 shares; 2025Q1: 197 shares; 2025Q2: 207 shares; 2025Q3: 209 shares; 2025Q4: 211 shares; 2026Q1: 221 shares; 2026Q2: 214 shares 214 $42.3K 0.01% -7 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 loaded; 2024Q4: 667 shares; 2025Q1: 667 shares; 2025Q2: 667 shares; 2025Q3: 379 shares; 2025Q4: 379 shares; 2026Q1: 379 shares; 2026Q2: 379 shares 379 $41.8K 0.01% 0 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 694 shares; 2025Q1: 1,059 shares; 2025Q2: 1,038 shares; 2025Q3: 1,052 shares; 2025Q4: 538 shares; 2026Q1: 560 shares; 2026Q2: 684 shares 684 $41.3K 0.01% +124 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 80 shares; 2025Q1: 156 shares; 2025Q2: 113 shares; 2025Q3: 8 shares; 2025Q4: 30 shares; 2026Q1: 351 shares; 2026Q2: 381 shares 381 $41K 0.01% +30 Timeline DFCF DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,743 shares; 2025Q1: 1,766 shares; 2025Q2: 1,766 shares; 2025Q3: 970 shares; 2025Q4: 970 shares; 2026Q1: 970 shares; 2026Q2: 970 shares 970 $40.9K 0.01% 0 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 23 shares; 2025Q2: 44 shares; 2025Q3: 213 shares; 2025Q4: 217 shares; 2026Q1: 237 shares; 2026Q2: 290 shares 290 $40.6K 0.01% +53 Timeline DEO DIAGEO PLC More: the full row for DIAGEO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 565 shares; 2026Q1: 550 shares; 2026Q2: 500 shares 500 $40.2K 0.01% -50 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: not loaded; 2024Q4: 1,486 shares; 2025Q1: 1,469 shares; 2025Q2: 768 shares; 2025Q3: 618 shares; 2025Q4: 649 shares; 2026Q1: 690 shares; 2026Q2: 684 shares 684 $39.4K 0.01% -6 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 914 shares; 2025Q1: 750 shares; 2025Q2: 750 shares; 2025Q3: 750 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 477 shares 477 $39.2K 0.01% new Timeline PICK ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 669 shares; 2025Q1: 669 shares; 2025Q2: 669 shares; 2025Q3: 669 shares; 2025Q4: 669 shares; 2026Q1: 669 shares; 2026Q2: 669 shares 669 $38.9K 0.01% 0 Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 133 shares; 2025Q1: 139 shares; 2025Q2: 147 shares; 2025Q3: 150 shares; 2025Q4: 147 shares; 2026Q1: 158 shares; 2026Q2: 215 shares 215 $38.6K 0.01% +57 Timeline EQT EQT CORP More: the full row for EQT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 27 shares; 2025Q2: 36 shares; 2025Q3: 27 shares; 2025Q4: 694 shares; 2026Q1: 1,009 shares; 2026Q2: 720 shares 720 $38.3K 0.01% -289 Timeline FHLC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 3,742 shares; 2025Q1: 3,042 shares; 2025Q2: 931 shares; 2025Q3: 822 shares; 2025Q4: 822 shares; 2026Q1: 483 shares; 2026Q2: 483 shares 483 $37.3K 0.01% 0 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 31 shares; 2025Q2: 36 shares; 2025Q3: 36 shares; 2025Q4: 38 shares; 2026Q1: 100 shares; 2026Q2: 95 shares 95 $36.7K 0.01% -5 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: not loaded; 2024Q4: 163 shares; 2025Q1: 142 shares; 2025Q2: 142 shares; 2025Q3: 147 shares; 2025Q4: 147 shares; 2026Q1: 147 shares; 2026Q2: 147 shares 147 $36.2K 0.01% 0 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 28 shares; 2025Q2: 26 shares; 2025Q3: 30 shares; 2025Q4: 34 shares; 2026Q1: 108 shares; 2026Q2: 173 shares 173 $36.2K 0.01% +65 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 164 shares; 2025Q1: 165 shares; 2025Q2: 172 shares; 2025Q3: 172 shares; 2025Q4: 176 shares; 2026Q1: 185 shares; 2026Q2: 349 shares 349 $36.1K 0.01% +164 Timeline SPAB 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 loaded; 2024Q4: 10,454 shares; 2025Q1: 10,568 shares; 2025Q2: 10,218 shares; 2025Q3: 1,706 shares; 2025Q4: 1,472 shares; 2026Q1: 1,399 shares; 2026Q2: 1,399 shares 1,399 $35.7K 0.01% 0 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 200 shares; 2025Q1: 251 shares; 2025Q2: 248 shares; 2025Q3: 241 shares; 2025Q4: 244 shares; 2026Q1: 239 shares; 2026Q2: 275 shares 275 $34.2K 0.01% +36 Timeline LAMR LAMAR ADVERTISING CO More: the full row for LAMAR ADVERTISING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 204 shares; 2025Q1: 209 shares; 2025Q2: 208 shares; 2025Q3: 204 shares; 2025Q4: 204 shares; 2026Q1: 212 shares; 2026Q2: 215 shares 215 $33.5K 0.01% +3 Timeline PSK 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 loaded; 2024Q4: 1,087 shares; 2025Q1: 1,087 shares; 2025Q2: 1,087 shares; 2025Q3: 1,087 shares; 2025Q4: 1,087 shares; 2026Q1: 1,087 shares; 2026Q2: 1,087 shares 1,087 $33.2K 0.01% 0 Timeline CRDO CREDO TECHNOLOGY GROUP HOLDI More: the full row for CREDO TECHNOLOGY GROUP HOLDI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 11 shares; 2025Q2: not reported; 2025Q3: 1 shares; 2025Q4: 2 shares; 2026Q1: 107 shares; 2026Q2: 122 shares 122 $33.2K 0.01% +15 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8 shares; 2025Q3: 21 shares; 2025Q4: 422 shares; 2026Q1: 423 shares; 2026Q2: 455 shares 455 $33.1K 0.01% +32 Timeline PFG PRINCIPAL FINANCIAL GROUP IN More: the full row for PRINCIPAL FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 15 shares; 2025Q2: 9 shares; 2025Q3: 11 shares; 2025Q4: 424 shares; 2026Q1: 285 shares; 2026Q2: 302 shares 302 $32.5K 0.01% +17 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 26 shares; 2025Q3: 27 shares; 2025Q4: 24 shares; 2026Q1: 43 shares; 2026Q2: 256 shares 256 $32.4K 0.01% +213 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 613 shares 613 $32.1K 0.01% 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: not loaded; 2024Q4: 993 shares; 2025Q1: 1,030 shares; 2025Q2: 1,112 shares; 2025Q3: 1,121 shares; 2025Q4: 1,169 shares; 2026Q1: 1,266 shares; 2026Q2: 1,331 shares 1,331 $32.1K 0.01% +65 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 111 shares; 2025Q1: 116 shares; 2025Q2: 123 shares; 2025Q3: 118 shares; 2025Q4: 126 shares; 2026Q1: 139 shares; 2026Q2: 142 shares 142 $31.6K 0.01% +3 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,260 shares; 2025Q1: 2,249 shares; 2025Q2: 2,332 shares; 2025Q3: 448 shares; 2025Q4: 448 shares; 2026Q1: 431 shares; 2026Q2: 200 shares 200 $31.4K 0.01% -231 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 29 shares; 2025Q1: 91 shares; 2025Q2: 95 shares; 2025Q3: 97 shares; 2025Q4: 97 shares; 2026Q1: 99 shares; 2026Q2: 88 shares 88 $31.2K 0.01% -11 Timeline ROL ROLLINS INC More: the full row for ROLLINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 28 shares; 2025Q3: 34 shares; 2025Q4: 40 shares; 2026Q1: 228 shares; 2026Q2: 745 shares 745 $31.1K 0.01% +517 Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 32 shares; 2025Q1: 38 shares; 2025Q2: 38 shares; 2025Q3: 34 shares; 2025Q4: 34 shares; 2026Q1: 43 shares; 2026Q2: 96 shares 96 $30.6K 0.01% +53 Timeline SBLK STAR BULK CARRIERS CORP. More: the full row for STAR BULK CARRIERS CORP. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,213 shares; 2025Q1: 1,213 shares; 2025Q2: 1,213 shares; 2025Q3: 1,213 shares; 2025Q4: 1,213 shares; 2026Q1: 1,213 shares; 2026Q2: 1,213 shares 1,213 $30.3K 0.01% 0 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 52 shares; 2025Q1: 53 shares; 2025Q2: 62 shares; 2025Q3: 62 shares; 2025Q4: 60 shares; 2026Q1: 59 shares; 2026Q2: 66 shares 66 $30.3K 0.01% +7 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 50 shares; 2025Q1: 50 shares; 2025Q2: 50 shares; 2025Q3: 50 shares; 2025Q4: 50 shares; 2026Q1: 163 shares; 2026Q2: 163 shares 163 $30.2K 0.01% 0 Timeline FNDX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 969 shares; 2025Q1: 969 shares; 2025Q2: 969 shares; 2025Q3: 969 shares; 2025Q4: 969 shares; 2026Q1: 969 shares; 2026Q2: 969 shares 969 $30.1K 0.01% 0 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: not loaded; 2024Q4: not reported; 2025Q1: 5 shares; 2025Q2: 5 shares; 2025Q3: 6 shares; 2025Q4: 5 shares; 2026Q1: 6 shares; 2026Q2: 166 shares 166 $29.6K 0.01% +160 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 79 shares; 2025Q1: 79 shares; 2025Q2: 79 shares; 2025Q3: 79 shares; 2025Q4: 79 shares; 2026Q1: 186 shares; 2026Q2: 186 shares 186 $29.5K 0.01% 0 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 302 shares; 2025Q1: 302 shares; 2025Q2: 302 shares; 2025Q3: 284 shares; 2025Q4: 848 shares; 2026Q1: 950 shares; 2026Q2: 550 shares 550 $29.2K 0.01% -400 Timeline WSO WATSCO INC More: the full row for WATSCO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 65 shares; 2025Q1: 65 shares; 2025Q2: 65 shares; 2025Q3: 66 shares; 2025Q4: 65 shares; 2026Q1: 68 shares; 2026Q2: 70 shares 70 $29.2K 0.01% +2 Timeline KNTK KINETIK HOLDINGS INC More: the full row for KINETIK HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 600 shares; 2025Q1: 600 shares; 2025Q2: 613 shares; 2025Q3: 616 shares; 2025Q4: 600 shares; 2026Q1: 600 shares; 2026Q2: 603 shares 603 $29.1K 0.01% +3 Timeline USIG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 566 shares; 2026Q2: 566 shares 566 $29K 0.01% 0 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 149 shares; 2025Q1: 156 shares; 2025Q2: 164 shares; 2025Q3: 118 shares; 2025Q4: 124 shares; 2026Q1: 121 shares; 2026Q2: 152 shares 152 $29K 0.01% +31 Timeline ALAB ASTERA LABS INC More: the full row for ASTERA LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 59 shares; 2026Q1: not reported; 2026Q2: 59 shares 59 $28.5K 0.01% new Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 275 shares; 2025Q2: 275 shares; 2025Q3: 275 shares; 2025Q4: 275 shares; 2026Q1: 275 shares; 2026Q2: 275 shares 275 $28.1K 0.01% 0 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 loaded; 2024Q4: 45 shares; 2025Q1: 45 shares; 2025Q2: 52 shares; 2025Q3: 53 shares; 2025Q4: 53 shares; 2026Q1: 56 shares; 2026Q2: 39 shares 39 $28.1K 0.01% -17 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 loaded; 2024Q4: not reported; 2025Q1: 7 shares; 2025Q2: 13 shares; 2025Q3: 14 shares; 2025Q4: 15 shares; 2026Q1: 19 shares; 2026Q2: 29 shares 29 $28K 0.01% +10 Timeline PEY INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,174 shares; 2025Q1: 1,174 shares; 2025Q2: 1,174 shares; 2025Q3: 1,174 shares; 2025Q4: 1,174 shares; 2026Q1: 1,174 shares; 2026Q2: 1,174 shares 1,174 $27.2K 0.01% 0 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 115 shares; 2025Q1: 332 shares; 2025Q2: 362 shares; 2025Q3: 370 shares; 2025Q4: 365 shares; 2026Q1: 391 shares; 2026Q2: 322 shares 322 $26.9K 0.01% -69 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 52 shares; 2025Q1: 58 shares; 2025Q2: 68 shares; 2025Q3: 67 shares; 2025Q4: 72 shares; 2026Q1: 86 shares; 2026Q2: 111 shares 111 $26.4K 0.01% +25 Timeline VUSB VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 680 shares; 2025Q1: 426 shares; 2025Q2: 426 shares; 2025Q3: 442 shares; 2025Q4: 442 shares; 2026Q1: 522 shares; 2026Q2: 522 shares 522 $26K 0.01% 0 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 345 shares; 2025Q2: 418 shares; 2025Q3: 427 shares; 2025Q4: 437 shares; 2026Q1: 461 shares; 2026Q2: 506 shares 506 $25.2K <0.01% +45 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 loaded; 2024Q4: 30 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1 shares; 2026Q1: 6 shares; 2026Q2: 33 shares 33 $25.2K <0.01% +27 Timeline CBRE CBRE GROUP INC More: the full row for CBRE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 6 shares; 2025Q2: 20 shares; 2025Q3: 22 shares; 2025Q4: 27 shares; 2026Q1: 175 shares; 2026Q2: 186 shares 186 $25.1K <0.01% +11 Timeline CRWV COREWEAVE INC More: the full row for COREWEAVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11 shares; 2025Q3: 11 shares; 2025Q4: 211 shares; 2026Q1: 211 shares; 2026Q2: 250 shares 250 $24.9K <0.01% +39 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 103 shares; 2025Q1: 103 shares; 2025Q2: 103 shares; 2025Q3: 83 shares; 2025Q4: 83 shares; 2026Q1: 83 shares; 2026Q2: 83 shares 83 $24.8K <0.01% 0 Timeline IBMO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 965 shares; 2025Q1: 965 shares; 2025Q2: 965 shares; 2025Q3: 965 shares; 2025Q4: 965 shares; 2026Q1: 965 shares; 2026Q2: 965 shares 965 $24.7K <0.01% 0 Timeline LRGF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 359 shares; 2025Q1: 359 shares; 2025Q2: 359 shares; 2025Q3: 334 shares; 2025Q4: 334 shares; 2026Q1: 334 shares; 2026Q2: 325 shares 325 $24.6K <0.01% -9 Timeline BWXT BWX TECHNOLOGIES INC More: the full row for BWX TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3 shares; 2025Q3: 7 shares; 2025Q4: 125 shares; 2026Q1: 126 shares; 2026Q2: 126 shares 126 $24.5K <0.01% 0 Timeline HST HOST HOTELS & RESORTS INC More: the full row for HOST HOTELS & RESORTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 36 shares; 2025Q3: 36 shares; 2025Q4: 36 shares; 2026Q1: 36 shares; 2026Q2: 1,032 shares 1,032 $24.5K <0.01% +996 Timeline IBMP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 962 shares; 2025Q1: 962 shares; 2025Q2: 962 shares; 2025Q3: 962 shares; 2025Q4: 962 shares; 2026Q1: 962 shares; 2026Q2: 962 shares 962 $24.5K <0.01% 0 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 48 shares; 2025Q1: 62 shares; 2025Q2: 66 shares; 2025Q3: 67 shares; 2025Q4: 67 shares; 2026Q1: 73 shares; 2026Q2: 84 shares 84 $24.4K <0.01% +11 Timeline SFL SFL CORPORATION LTD More: the full row for SFL CORPORATION LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,393 shares; 2025Q1: 2,393 shares; 2025Q2: 2,393 shares; 2025Q3: 2,393 shares; 2025Q4: 2,393 shares; 2026Q1: 2,393 shares; 2026Q2: 2,393 shares 2,393 $24.4K <0.01% 0 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 3 shares; 2025Q1: 6 shares; 2025Q2: 16 shares; 2025Q3: 12 shares; 2025Q4: 8 shares; 2026Q1: 30 shares; 2026Q2: 47 shares 47 $24.4K <0.01% +17 Timeline ESE ESCO TECHNOLOGIES INC More: the full row for ESCO TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 65 shares; 2025Q1: 64 shares; 2025Q2: 66 shares; 2025Q3: 66 shares; 2025Q4: 67 shares; 2026Q1: 67 shares; 2026Q2: 69 shares 69 $24.2K <0.01% +2 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,106 shares; 2025Q1: 988 shares; 2025Q2: 1,000 shares; 2025Q3: 953 shares; 2025Q4: 710 shares; 2026Q1: 1,532 shares; 2026Q2: 205 shares 205 $23.9K <0.01% -1,327 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 68 shares; 2025Q1: 70 shares; 2025Q2: 73 shares; 2025Q3: 73 shares; 2025Q4: 76 shares; 2026Q1: 89 shares; 2026Q2: 112 shares 112 $23.9K <0.01% +23 Timeline ABSI ABSCI CORPORATION More: the full row for ABSCI CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 3,600 shares; 2025Q1: 3,600 shares; 2025Q2: 3,600 shares; 2025Q3: 3,600 shares; 2025Q4: 3,600 shares; 2026Q1: 3,600 shares; 2026Q2: 2,044 shares 2,044 $23.7K <0.01% -1,556 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 112 shares; 2025Q1: 135 shares; 2025Q2: 171 shares; 2025Q3: 189 shares; 2025Q4: 191 shares; 2026Q1: 292 shares; 2026Q2: 258 shares 258 $22.6K <0.01% -34 Timeline MTB M & T BK CORP More: the full row for M & T BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 103 shares; 2025Q1: 124 shares; 2025Q2: 113 shares; 2025Q3: 88 shares; 2025Q4: 85 shares; 2026Q1: 92 shares; 2026Q2: 95 shares 95 $22.6K <0.01% +3 Timeline PMT PENNYMAC MTG INVT TR More: the full row for PENNYMAC MTG INVT TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,000 shares; 2025Q1: 2,000 shares; 2025Q2: 2,000 shares; 2025Q3: 2,000 shares; 2025Q4: 2,000 shares; 2026Q1: 2,000 shares; 2026Q2: 2,000 shares 2,000 $22.6K <0.01% 0 Timeline HPE HEWLETT PACKARD ENTERPRISE C More: the full row for HEWLETT PACKARD ENTERPRISE C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 222 shares; 2025Q1: 302 shares; 2025Q2: 352 shares; 2025Q3: 352 shares; 2025Q4: 352 shares; 2026Q1: 362 shares; 2026Q2: 500 shares 500 $22.6K <0.01% +138 Timeline EMN EASTMAN CHEM CO More: the full row for EASTMAN CHEM CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 185 shares; 2025Q1: 201 shares; 2025Q2: 205 shares; 2025Q3: 282 shares; 2025Q4: 300 shares; 2026Q1: 313 shares; 2026Q2: 333 shares 333 $22.3K <0.01% +20 Timeline ALB ALBEMARLE CORP More: the full row for ALBEMARLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 6 shares; 2025Q2: 10 shares; 2025Q3: 14 shares; 2025Q4: 104 shares; 2026Q1: 216 shares; 2026Q2: 164 shares 164 $22.1K <0.01% -52 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: not loaded; 2024Q4: not reported; 2025Q1: 29 shares; 2025Q2: 31 shares; 2025Q3: 31 shares; 2025Q4: 30 shares; 2026Q1: 44 shares; 2026Q2: 54 shares 54 $22K <0.01% +10 Timeline INOD INNODATA INC More: the full row for INNODATA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 525 shares; 2025Q1: 525 shares; 2025Q2: 525 shares; 2025Q3: 475 shares; 2025Q4: 350 shares; 2026Q1: 350 shares; 2026Q2: 290 shares 290 $21.9K <0.01% -60 Timeline MSCI MSCI INC More: the full row for MSCI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 32 shares; 2025Q1: 32 shares; 2025Q2: 34 shares; 2025Q3: 33 shares; 2025Q4: 34 shares; 2026Q1: 36 shares; 2026Q2: 39 shares 39 $21.8K <0.01% +3 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 177 shares; 2025Q1: 191 shares; 2025Q2: 195 shares; 2025Q3: 197 shares; 2025Q4: 199 shares; 2026Q1: 240 shares; 2026Q2: 269 shares 269 $21.8K <0.01% +29 Timeline XOVR ENTREPRENEURSHARES SERIES TR More: the full row for ENTREPRENEURSHARES SERIES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,030 shares 1,030 $21.7K <0.01% 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 loaded; 2024Q4: not reported; 2025Q1: 3 shares; 2025Q2: 3 shares; 2025Q3: 4 shares; 2025Q4: 4 shares; 2026Q1: 17 shares; 2026Q2: 22 shares 22 $21.5K <0.01% +5 Timeline KEYS KEYSIGHT TECHNOLOGIES INC More: the full row for KEYSIGHT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 33 shares; 2025Q1: 33 shares; 2025Q2: 44 shares; 2025Q3: 46 shares; 2025Q4: 47 shares; 2026Q1: 53 shares; 2026Q2: 61 shares 61 $21.4K <0.01% +8 Timeline GSIE GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 634 shares; 2025Q1: 569 shares; 2025Q2: 569 shares; 2025Q3: 569 shares; 2025Q4: 498 shares; 2026Q1: 498 shares; 2026Q2: 466 shares 466 $21.3K <0.01% -32 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 loaded; 2024Q4: 824 shares; 2025Q1: 824 shares; 2025Q2: 879 shares; 2025Q3: 921 shares; 2025Q4: 369 shares; 2026Q1: 369 shares; 2026Q2: 369 shares 369 $21.3K <0.01% 0 Timeline IBMQ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 955 shares; 2025Q1: 828 shares; 2025Q2: 828 shares; 2025Q3: 828 shares; 2025Q4: 828 shares; 2026Q1: 828 shares; 2026Q2: 828 shares 828 $21.2K <0.01% 0 Timeline FELC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 830 shares; 2026Q1: 830 shares; 2026Q2: 500 shares 500 $21K <0.01% -330 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 65 shares; 2025Q1: 5 shares; 2025Q2: 12 shares; 2025Q3: 12 shares; 2025Q4: 26 shares; 2026Q1: 46 shares; 2026Q2: 158 shares 158 $20.6K <0.01% +112 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 30 shares; 2025Q1: 32 shares; 2025Q2: 46 shares; 2025Q3: 46 shares; 2025Q4: 46 shares; 2026Q1: 52 shares; 2026Q2: 62 shares 62 $20.5K <0.01% +10 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12 shares; 2026Q2: 12 shares 12 $20.4K <0.01% 0 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: not loaded; 2024Q4: 180 shares; 2025Q1: 134 shares; 2025Q2: 145 shares; 2025Q3: 90 shares; 2025Q4: 100 shares; 2026Q1: 272 shares; 2026Q2: 351 shares 351 $20.3K <0.01% +79 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 534 shares; 2025Q1: 477 shares; 2025Q2: 477 shares; 2025Q3: 355 shares; 2025Q4: 267 shares; 2026Q1: 267 shares; 2026Q2: 267 shares 267 $20.2K <0.01% 0 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: not loaded; 2024Q4: 108 shares; 2025Q1: 108 shares; 2025Q2: 124 shares; 2025Q3: 127 shares; 2025Q4: 131 shares; 2026Q1: 140 shares; 2026Q2: 176 shares 176 $19.9K <0.01% +36 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: not loaded; 2024Q4: not reported; 2025Q1: 61 shares; 2025Q2: 58 shares; 2025Q3: 64 shares; 2025Q4: 59 shares; 2026Q1: 69 shares; 2026Q2: 86 shares 86 $19.7K <0.01% +17 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 18 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 30 shares 30 $19.7K <0.01% new Timeline XLB SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 384 shares; 2026Q2: 384 shares 384 $19.5K <0.01% 0 Timeline IZRL 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 639 shares; 2026Q2: 639 shares 639 $19.4K <0.01% 0 Timeline KRYS KRYSTAL BIOTECH INC More: the full row for KRYSTAL BIOTECH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1 shares; 2026Q1: 1 shares; 2026Q2: 52 shares 52 $19.3K <0.01% +51 Timeline USHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 196 shares; 2025Q1: 196 shares; 2025Q2: 196 shares; 2025Q3: 196 shares; 2025Q4: 196 shares; 2026Q1: 196 shares; 2026Q2: 522 shares 522 $19.3K <0.01% +326 Timeline JBL JABIL INC More: the full row for JABIL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 14 shares; 2025Q2: 27 shares; 2025Q3: 28 shares; 2025Q4: 30 shares; 2026Q1: 38 shares; 2026Q2: 50 shares 50 $19.3K <0.01% +12 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: not loaded; 2024Q4: 232 shares; 2025Q1: 276 shares; 2025Q2: 265 shares; 2025Q3: 274 shares; 2025Q4: 262 shares; 2026Q1: 566 shares; 2026Q2: 395 shares 395 $19.2K <0.01% -171 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 30 shares; 2025Q2: 58 shares; 2025Q3: 77 shares; 2025Q4: 205 shares; 2026Q1: 230 shares; 2026Q2: 305 shares 305 $19.2K <0.01% +75 Timeline STZ CONSTELLATION BRANDS INC More: the full row for CONSTELLATION BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 166 shares; 2025Q1: 176 shares; 2025Q2: 180 shares; 2025Q3: 164 shares; 2025Q4: 117 shares; 2026Q1: 124 shares; 2026Q2: 137 shares 137 $19.1K <0.01% +13 Timeline RWR 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 loaded; 2024Q4: 150 shares; 2025Q1: 167 shares; 2025Q2: 167 shares; 2025Q3: 167 shares; 2025Q4: 167 shares; 2026Q1: 167 shares; 2026Q2: 167 shares 167 $18.9K <0.01% 0 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 29 shares; 2025Q1: 30 shares; 2025Q2: 31 shares; 2025Q3: 34 shares; 2025Q4: 34 shares; 2026Q1: 37 shares; 2026Q2: 37 shares 37 $18.8K <0.01% 0 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 67 shares; 2025Q1: 83 shares; 2025Q2: 85 shares; 2025Q3: 92 shares; 2025Q4: 104 shares; 2026Q1: 276 shares; 2026Q2: 176 shares 176 $18.3K <0.01% -100 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 19 shares; 2025Q3: 19 shares; 2025Q4: 19 shares; 2026Q1: 24 shares; 2026Q2: 42 shares 42 $18.1K <0.01% +18 Timeline FDEC FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 330 shares; 2026Q1: 330 shares; 2026Q2: 330 shares 330 $18K <0.01% 0 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 831 shares; 2025Q1: 831 shares; 2025Q2: 495 shares; 2025Q3: 491 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 76 shares 76 $18K <0.01% new Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 120 shares; 2025Q1: 135 shares; 2025Q2: 162 shares; 2025Q3: 159 shares; 2025Q4: 162 shares; 2026Q1: 166 shares; 2026Q2: 196 shares 196 $17.9K <0.01% +30 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 6 shares; 2025Q2: 18 shares; 2025Q3: 22 shares; 2025Q4: 24 shares; 2026Q1: 29 shares; 2026Q2: 53 shares 53 $17.7K <0.01% +24 Timeline NNN NNN REIT INC More: the full row for NNN REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 317 shares; 2025Q1: 329 shares; 2025Q2: 389 shares; 2025Q3: 389 shares; 2025Q4: 381 shares; 2026Q1: 381 shares; 2026Q2: 381 shares 381 $17.7K <0.01% 0 Timeline GSBD GOLDMAN SACHS BDC INC More: the full row for GOLDMAN SACHS BDC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,868 shares; 2025Q1: 1,868 shares; 2025Q2: 1,868 shares; 2025Q3: 1,868 shares; 2025Q4: 1,868 shares; 2026Q1: 1,868 shares; 2026Q2: 1,868 shares 1,868 $17.7K <0.01% 0 Timeline FLEX FLEX LTD More: the full row for FLEX LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 16 shares; 2025Q3: 25 shares; 2025Q4: 30 shares; 2026Q1: 55 shares; 2026Q2: 109 shares 109 $17.7K <0.01% +54 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 210 shares; 2026Q2: 210 shares 210 $17.4K <0.01% 0 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 40 shares; 2025Q2: 31 shares; 2025Q3: 11 shares; 2025Q4: 77 shares; 2026Q1: 34 shares; 2026Q2: 494 shares 494 $17.2K <0.01% +460 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 146 shares; 2026Q2: 146 shares 146 $17.1K <0.01% 0 Timeline IFF INTERNATIONAL FLAVORS&FRAGRA More: the full row for INTERNATIONAL FLAVORS&FRAGRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 497 shares; 2025Q1: 505 shares; 2025Q2: 516 shares; 2025Q3: 505 shares; 2025Q4: 335 shares; 2026Q1: 193 shares; 2026Q2: 216 shares 216 $17.1K <0.01% +23 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 150 shares; 2025Q1: 157 shares; 2025Q2: 170 shares; 2025Q3: 172 shares; 2025Q4: 172 shares; 2026Q1: 194 shares; 2026Q2: 211 shares 211 $16.9K <0.01% +17 Timeline FNDF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 321 shares; 2025Q1: 321 shares; 2025Q2: 321 shares; 2025Q3: 321 shares; 2025Q4: 628 shares; 2026Q1: 321 shares; 2026Q2: 321 shares 321 $16.9K <0.01% 0 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 72 shares; 2025Q1: 79 shares; 2025Q2: 76 shares; 2025Q3: 79 shares; 2025Q4: 83 shares; 2026Q1: 94 shares; 2026Q2: 115 shares 115 $16.5K <0.01% +21 Timeline IDR IDAHO STRATEGIC RESOURCES More: the full row for IDAHO STRATEGIC RESOURCES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 500 shares; 2026Q1: 500 shares; 2026Q2: 500 shares 500 $16.4K <0.01% 0 Timeline AXON AXON ENTERPRISE INC More: the full row for AXON ENTERPRISE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 1 shares; 2025Q2: 3 shares; 2025Q3: 3 shares; 2025Q4: 28 shares; 2026Q1: 27 shares; 2026Q2: 29 shares 29 $16.3K <0.01% +2 Timeline EWC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 443 shares; 2025Q1: 443 shares; 2025Q2: 278 shares; 2025Q3: 278 shares; 2025Q4: 278 shares; 2026Q1: 278 shares; 2026Q2: 278 shares 278 $16K <0.01% 0 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 38 shares; 2025Q1: 47 shares; 2025Q2: 55 shares; 2025Q3: 58 shares; 2025Q4: 59 shares; 2026Q1: 64 shares; 2026Q2: 78 shares 78 $15.7K <0.01% +14 Timeline NDAQ NASDAQ INC More: the full row for NASDAQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 26 shares; 2025Q2: 19 shares; 2025Q3: 22 shares; 2025Q4: 24 shares; 2026Q1: 183 shares; 2026Q2: 196 shares 196 $15.4K <0.01% +13 Timeline TEX TEREX CORP NEW More: the full row for TEREX CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 511 shares; 2025Q1: 159 shares; 2025Q2: 176 shares; 2025Q3: 178 shares; 2025Q4: 178 shares; 2026Q1: 193 shares; 2026Q2: 213 shares 213 $15.4K <0.01% +20 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 loaded; 2024Q4: not reported; 2025Q1: 7 shares; 2025Q2: 14 shares; 2025Q3: 17 shares; 2025Q4: 20 shares; 2026Q1: 22 shares; 2026Q2: 39 shares 39 $15.4K <0.01% +17 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 loaded; 2024Q4: not reported; 2025Q1: 4 shares; 2025Q2: 17 shares; 2025Q3: 21 shares; 2025Q4: 23 shares; 2026Q1: 61 shares; 2026Q2: 57 shares 57 $15.3K <0.01% -4 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 34 shares; 2025Q3: 36 shares; 2025Q4: 18 shares; 2026Q1: 119 shares; 2026Q2: 159 shares 159 $15.2K <0.01% +40 Timeline DFSD DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 552 shares; 2025Q1: 552 shares; 2025Q2: 552 shares; 2025Q3: 315 shares; 2025Q4: 315 shares; 2026Q1: 315 shares; 2026Q2: 315 shares 315 $15K <0.01% 0 Timeline FTMH PUTNAM ETF TRUST More: the full row for PUTNAM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,251 shares 1,251 $14.9K <0.01% new 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: not loaded; 2024Q4: 246 shares; 2025Q1: 239 shares; 2025Q2: 246 shares; 2025Q3: 251 shares; 2025Q4: 212 shares; 2026Q1: 218 shares; 2026Q2: 231 shares 231 $14.8K <0.01% +13 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 47 shares; 2025Q2: 56 shares; 2025Q3: 51 shares; 2025Q4: 51 shares; 2026Q1: 55 shares; 2026Q2: 53 shares 53 $14.6K <0.01% -2 Timeline FBIN FORTUNE BRANDS INNOVATIONS I More: the full row for FORTUNE BRANDS INNOVATIONS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 90 shares; 2025Q2: 4 shares; 2025Q3: 6 shares; 2025Q4: 5 shares; 2026Q1: 13 shares; 2026Q2: 264 shares 264 $14.5K <0.01% +251 Timeline AGX ARGAN INC More: the full row for ARGAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 4 shares; 2025Q2: 4 shares; 2025Q3: 5 shares; 2025Q4: 5 shares; 2026Q1: 116 shares; 2026Q2: 18 shares 18 $14.4K <0.01% -98 Timeline Q QNITY ELECTRONICS INC More: the full row for QNITY ELECTRONICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 61 shares; 2026Q1: 73 shares; 2026Q2: 88 shares 88 $14.4K <0.01% +15 Timeline AVMC 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 179 shares; 2025Q4: 179 shares; 2026Q1: 179 shares; 2026Q2: 179 shares 179 $14.4K <0.01% 0 Timeline IYF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 602 shares; 2025Q1: 602 shares; 2025Q2: 112 shares; 2025Q3: 112 shares; 2025Q4: 112 shares; 2026Q1: 112 shares; 2026Q2: 112 shares 112 $14.3K <0.01% 0 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 1 shares; 2025Q2: 7 shares; 2025Q3: 8 shares; 2025Q4: 8 shares; 2026Q1: 21 shares; 2026Q2: 29 shares 29 $14.2K <0.01% +8 Timeline MKSI MKS INC. More: the full row for MKS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 6 shares; 2025Q2: 9 shares; 2025Q3: 10 shares; 2025Q4: 11 shares; 2026Q1: 17 shares; 2026Q2: 32 shares 32 $14.2K <0.01% +15 Timeline DHS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 125 shares; 2025Q1: 125 shares; 2025Q2: 125 shares; 2025Q3: 125 shares; 2025Q4: 125 shares; 2026Q1: 125 shares; 2026Q2: 125 shares 125 $14.2K <0.01% 0 Timeline HLT HILTON WORLDWIDE HLDGS INC More: the full row for HILTON WORLDWIDE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 5 shares; 2025Q2: 9 shares; 2025Q3: 10 shares; 2025Q4: 11 shares; 2026Q1: 35 shares; 2026Q2: 43 shares 43 $14.2K <0.01% +8 Timeline BPRE BLUEROCK PVT REAL ESTATE FD More: the full row for BLUEROCK PVT REAL ESTATE FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,089 shares 1,089 $14.2K <0.01% new Timeline BE BLOOM ENERGY CORP More: the full row for BLOOM ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 21 shares; 2025Q2: 27 shares; 2025Q3: 27 shares; 2025Q4: 31 shares; 2026Q1: 30 shares; 2026Q2: 46 shares 46 $13.9K <0.01% +16 Timeline NVT NVENT ELEC PLC More: the full row for NVENT ELEC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 90 shares; 2025Q1: 136 shares; 2025Q2: 115 shares; 2025Q3: 119 shares; 2025Q4: 119 shares; 2026Q1: 125 shares; 2026Q2: 82 shares 82 $13.9K <0.01% -43 Timeline PBLS PARABILIS MEDICINES INC More: the full row for PARABILIS MEDICINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 508 shares 508 $13.9K <0.01% new 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2 shares; 2025Q3: 3 shares; 2025Q4: 3 shares; 2026Q1: 5 shares; 2026Q2: 7 shares 7 $13.9K <0.01% +2 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 2 shares; 2025Q2: 9 shares; 2025Q3: 8 shares; 2025Q4: 8 shares; 2026Q1: 36 shares; 2026Q2: 40 shares 40 $13.8K <0.01% +4 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: not loaded; 2024Q4: 358 shares; 2025Q1: 358 shares; 2025Q2: 358 shares; 2025Q3: 358 shares; 2025Q4: 358 shares; 2026Q1: 358 shares; 2026Q2: 358 shares 358 $13.6K <0.01% 0 Timeline CVNA CARVANA CO More: the full row for CARVANA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 154 shares; 2025Q1: 154 shares; 2025Q2: 159 shares; 2025Q3: 160 shares; 2025Q4: 160 shares; 2026Q1: 194 shares; 2026Q2: 206 shares 206 $13.6K <0.01% +12 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 424 shares; 2025Q1: 457 shares; 2025Q2: 478 shares; 2025Q3: 485 shares; 2025Q4: 140 shares; 2026Q1: 162 shares; 2026Q2: 160 shares 160 $13.6K <0.01% -2 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 5 shares; 2025Q1: 38 shares; 2025Q2: 34 shares; 2025Q3: 57 shares; 2025Q4: 62 shares; 2026Q1: 77 shares; 2026Q2: 143 shares 143 $13.4K <0.01% +66 Timeline SBS COMPANHIA DE SANEAMENTO BASI More: the full row for COMPANHIA DE SANEAMENTO BASI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,310 shares 2,310 $13.4K <0.01% new Timeline SEI SOLARIS ENERGY INFRAS INC More: the full row for SOLARIS ENERGY INFRAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 22 shares; 2025Q2: 18 shares; 2025Q3: 18 shares; 2025Q4: 18 shares; 2026Q1: 19 shares; 2026Q2: 165 shares 165 $13.3K <0.01% +146 Timeline DKS DICKS SPORTING GOODS INC More: the full row for DICKS SPORTING GOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 131 shares; 2025Q1: 140 shares; 2025Q2: 133 shares; 2025Q3: 137 shares; 2025Q4: 134 shares; 2026Q1: 52 shares; 2026Q2: 58 shares 58 $13.2K <0.01% +6 Timeline VRSK VERISK ANALYTICS INC More: the full row for VERISK ANALYTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 40 shares; 2025Q1: 40 shares; 2025Q2: 46 shares; 2025Q3: 45 shares; 2025Q4: 54 shares; 2026Q1: 47 shares; 2026Q2: 73 shares 73 $13.1K <0.01% +26 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: not loaded; 2024Q4: not reported; 2025Q1: 8 shares; 2025Q2: 7 shares; 2025Q3: 12 shares; 2025Q4: 13 shares; 2026Q1: 15 shares; 2026Q2: 26 shares 26 $13K <0.01% +11 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 16 shares; 2025Q2: 17 shares; 2025Q3: 23 shares; 2025Q4: 24 shares; 2026Q1: 32 shares; 2026Q2: 50 shares 50 $13K <0.01% +18 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 30 shares; 2025Q2: 57 shares; 2025Q3: 71 shares; 2025Q4: 80 shares; 2026Q1: 90 shares; 2026Q2: 166 shares 166 $12.8K <0.01% +76 Timeline ICF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 59 shares; 2025Q1: 59 shares; 2025Q2: 59 shares; 2025Q3: 59 shares; 2025Q4: 189 shares; 2026Q1: 189 shares; 2026Q2: 189 shares 189 $12.8K <0.01% 0 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 15 shares; 2025Q3: 8 shares; 2025Q4: 18 shares; 2026Q1: 23 shares; 2026Q2: 37 shares 37 $12.6K <0.01% +14 Timeline FAF FIRST AMERN FINL CORP More: the full row for FIRST AMERN FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 8 shares; 2025Q2: 7 shares; 2025Q3: 19 shares; 2025Q4: 11 shares; 2026Q1: 178 shares; 2026Q2: 182 shares 182 $12.5K <0.01% +4 Timeline