IUSV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 161,296 shares; 2024Q4: 161,459 shares; 2025Q1: 161,211 shares; 2025Q2: 161,976 shares; 2025Q3: 164,818 shares; 2025Q4: 174,875 shares; 2026Q1: 182,128 shares; 2026Q2: 184,588 shares 184,588 $20.3M 6.22% +2,460 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 107,300 shares; 2024Q4: 103,639 shares; 2025Q1: 100,282 shares; 2025Q2: 99,410 shares; 2025Q3: 99,604 shares; 2025Q4: 103,133 shares; 2026Q1: 100,734 shares; 2026Q2: 100,700 shares 100,700 $18.9M 5.79% -34 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 111,155 shares; 2024Q4: 112,997 shares; 2025Q1: 115,052 shares; 2025Q2: 121,594 shares; 2025Q3: 124,333 shares; 2025Q4: 129,681 shares; 2026Q1: 136,243 shares; 2026Q2: 134,132 shares 134,132 $11.6M 3.54% -2,111 Timeline JPIE 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: 189,777 shares; 2024Q4: 195,442 shares; 2025Q1: 195,818 shares; 2025Q2: 199,408 shares; 2025Q3: 207,837 shares; 2025Q4: 225,353 shares; 2026Q1: 234,753 shares; 2026Q2: 247,862 shares 247,862 $11.4M 3.49% +13,109 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: 107,443 shares; 2024Q4: 110,808 shares; 2025Q1: 112,953 shares; 2025Q2: 111,637 shares; 2025Q3: 112,834 shares; 2025Q4: 118,909 shares; 2026Q1: 115,797 shares; 2026Q2: 117,424 shares 117,424 $11.3M 3.47% +1,627 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: 115,138 shares; 2024Q4: 114,799 shares; 2025Q1: 115,819 shares; 2025Q2: 107,216 shares; 2025Q3: 108,592 shares; 2025Q4: 111,693 shares; 2026Q1: 69,236 shares; 2026Q2: 69,807 shares 69,807 $10.4M 3.17% +571 Timeline BOND PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13,370 shares; 2025Q2: 13,553 shares; 2025Q3: 15,714 shares; 2025Q4: 19,545 shares; 2026Q1: 70,998 shares; 2026Q2: 111,468 shares 111,468 $10.3M 3.14% +40,470 Timeline PYLD PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 208,780 shares; 2025Q2: 213,595 shares; 2025Q3: 217,955 shares; 2025Q4: 277,680 shares; 2026Q1: 289,287 shares; 2026Q2: 374,816 shares 374,816 $9.94M 3.04% +85,529 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: 9,923 shares; 2024Q4: 9,103 shares; 2025Q1: 44,128 shares; 2025Q2: 45,386 shares; 2025Q3: 45,846 shares; 2025Q4: 38,422 shares; 2026Q1: 38,282 shares; 2026Q2: 39,568 shares 39,568 $8.42M 2.57% +1,286 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: 17,740 shares; 2024Q4: 17,437 shares; 2025Q1: 15,931 shares; 2025Q2: 12,580 shares; 2025Q3: 12,595 shares; 2025Q4: 11,281 shares; 2026Q1: 11,465 shares; 2026Q2: 11,069 shares 11,069 $8.15M 2.49% -396 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: 61,876 shares; 2024Q4: 62,756 shares; 2025Q1: 64,567 shares; 2025Q2: 61,265 shares; 2025Q3: 62,582 shares; 2025Q4: 62,630 shares; 2026Q1: 62,361 shares; 2026Q2: 72,892 shares 72,892 $7.57M 2.32% +10,531 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: 84,218 shares; 2024Q4: 85,266 shares; 2025Q1: 85,646 shares; 2025Q2: 85,093 shares; 2025Q3: 85,851 shares; 2025Q4: 89,653 shares; 2026Q1: 83,842 shares; 2026Q2: 84,321 shares 84,321 $6.99M 2.14% +479 Timeline FESM FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 142,132 shares; 2026Q2: 139,079 shares 139,079 $6.72M 2.05% -3,053 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: 22,369 shares; 2024Q4: 22,907 shares; 2025Q1: 18,026 shares; 2025Q2: 18,746 shares; 2025Q3: 19,491 shares; 2025Q4: 18,136 shares; 2026Q1: 18,195 shares; 2026Q2: 18,102 shares 18,102 $5.24M 1.6% -93 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: 6,742 shares; 2024Q4: 6,630 shares; 2025Q1: 6,726 shares; 2025Q2: 6,626 shares; 2025Q3: 6,685 shares; 2025Q4: 6,847 shares; 2026Q1: 6,396 shares; 2026Q2: 6,399 shares 6,399 $4.79M 1.47% +3 Timeline FBND FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 96,600 shares; 2026Q2: 98,755 shares 98,755 $4.49M 1.37% +2,155 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: 9,547 shares; 2024Q4: 9,750 shares; 2025Q1: 9,301 shares; 2025Q2: 9,349 shares; 2025Q3: 9,005 shares; 2025Q4: 9,349 shares; 2026Q1: 9,649 shares; 2026Q2: 11,839 shares 11,839 $4.42M 1.35% +2,190 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: 67,666 shares; 2024Q4: 68,832 shares; 2025Q1: 73,110 shares; 2025Q2: 72,177 shares; 2025Q3: 72,525 shares; 2025Q4: 80,586 shares; 2026Q1: 89,575 shares; 2026Q2: 91,544 shares 91,544 $4.22M 1.29% +1,969 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: 21,210 shares; 2024Q4: 22,139 shares; 2025Q1: 22,659 shares; 2025Q2: 22,627 shares; 2025Q3: 20,337 shares; 2025Q4: 19,789 shares; 2026Q1: 19,618 shares; 2026Q2: 19,388 shares 19,388 $3.88M 1.19% -230 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: 42,833 shares; 2024Q4: 43,969 shares; 2025Q1: 44,383 shares; 2025Q2: 43,993 shares; 2025Q3: 44,437 shares; 2025Q4: 46,973 shares; 2026Q1: 46,446 shares; 2026Q2: 46,878 shares 46,878 $3.86M 1.18% +432 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: 60,200 shares; 2024Q4: 60,356 shares; 2025Q1: 62,798 shares; 2025Q2: 61,579 shares; 2025Q3: 62,222 shares; 2025Q4: 56,733 shares; 2026Q1: 56,427 shares; 2026Q2: 55,443 shares 55,443 $3.79M 1.16% -984 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: 933 shares; 2024Q4: 930 shares; 2025Q1: 45,398 shares; 2025Q2: 47,158 shares; 2025Q3: 47,960 shares; 2025Q4: 47,873 shares; 2026Q1: 47,708 shares; 2026Q2: 47,623 shares 47,623 $3.67M 1.12% -85 Timeline VYMI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,417 shares; 2024Q4: 6,967 shares; 2025Q1: 6,571 shares; 2025Q2: 6,070 shares; 2025Q3: 5,926 shares; 2025Q4: 37,673 shares; 2026Q1: 36,790 shares; 2026Q2: 33,727 shares 33,727 $3.31M 1.01% -3,063 Timeline IAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 39,212 shares; 2024Q4: 39,501 shares; 2025Q1: 43,359 shares; 2025Q2: 42,889 shares; 2025Q3: 42,985 shares; 2025Q4: 47,739 shares; 2026Q1: 54,823 shares; 2026Q2: 55,552 shares 55,552 $2.81M 0.86% +729 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: 10,569 shares; 2024Q4: 10,363 shares; 2025Q1: 10,283 shares; 2025Q2: 10,516 shares; 2025Q3: 9,627 shares; 2025Q4: 5,316 shares; 2026Q1: 4,622 shares; 2026Q2: 2,257 shares 2,257 $2.6M 0.8% -2,365 Timeline ISTB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 38,250 shares; 2024Q4: 39,444 shares; 2025Q1: 42,060 shares; 2025Q2: 41,452 shares; 2025Q3: 41,624 shares; 2025Q4: 46,530 shares; 2026Q1: 52,204 shares; 2026Q2: 52,973 shares 52,973 $2.56M 0.78% +769 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: 114,000 shares; 2024Q4: 114,115 shares; 2025Q1: 120,280 shares; 2025Q2: 123,041 shares; 2025Q3: 126,535 shares; 2025Q4: 152,954 shares; 2026Q1: 68,830 shares; 2026Q2: 24,744 shares 24,744 $2.45M 0.75% -44,086 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: 244 shares; 2024Q4: 244 shares; 2025Q1: 244 shares; 2025Q2: 208 shares; 2025Q3: 208 shares; 2025Q4: 15,051 shares; 2026Q1: 15,046 shares; 2026Q2: 15,110 shares 15,110 $2.39M 0.73% +64 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: 3,673 shares; 2024Q4: 3,629 shares; 2025Q1: 3,347 shares; 2025Q2: 3,320 shares; 2025Q3: 2,860 shares; 2025Q4: 3,326 shares; 2026Q1: 3,295 shares; 2026Q2: 4,221 shares 4,221 $2.38M 0.73% +926 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: 11,202 shares; 2024Q4: 10,996 shares; 2025Q1: 8,974 shares; 2025Q2: 9,002 shares; 2025Q3: 8,530 shares; 2025Q4: 8,417 shares; 2026Q1: 8,391 shares; 2026Q2: 9,961 shares 9,961 $2.37M 0.73% +1,570 Timeline BUFD FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 75,144 shares; 2026Q1: 76,141 shares; 2026Q2: 76,899 shares 76,899 $2.29M 0.7% +758 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: 7,371 shares; 2024Q4: 6,997 shares; 2025Q1: 6,786 shares; 2025Q2: 6,438 shares; 2025Q3: 6,293 shares; 2025Q4: 6,157 shares; 2026Q1: 6,287 shares; 2026Q2: 6,858 shares 6,858 $2.24M 0.69% +571 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,755 shares; 2024Q4: 10,727 shares; 2025Q1: 7,732 shares; 2025Q2: 7,851 shares; 2025Q3: 10,249 shares; 2025Q4: 7,579 shares; 2026Q1: 7,422 shares; 2026Q2: 6,007 shares 6,007 $2.12M 0.65% -1,415 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: 7,758 shares; 2024Q4: 8,178 shares; 2025Q1: 8,387 shares; 2025Q2: 8,875 shares; 2025Q3: 8,140 shares; 2025Q4: 6,365 shares; 2026Q1: 6,414 shares; 2026Q2: 3,635 shares 3,635 $2.11M 0.65% -2,779 Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 20,431 shares; 2026Q1: 20,794 shares; 2026Q2: 21,268 shares 21,268 $2.05M 0.63% +474 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: 10,775 shares; 2024Q4: 10,361 shares; 2025Q1: 9,937 shares; 2025Q2: 7,412 shares; 2025Q3: 7,974 shares; 2025Q4: 9,472 shares; 2026Q1: 11,038 shares; 2026Q2: 11,147 shares 11,147 $2.02M 0.62% +109 Timeline JMBS JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 43,003 shares; 2026Q1: 43,739 shares; 2026Q2: 44,729 shares 44,729 $2.01M 0.62% +990 Timeline BUFR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,305 shares; 2024Q4: 5,305 shares; 2025Q1: 5,305 shares; 2025Q2: 5,305 shares; 2025Q3: 4,055 shares; 2025Q4: 53,706 shares; 2026Q1: 54,435 shares; 2026Q2: 54,540 shares 54,540 $1.99M 0.61% +105 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,200 shares; 2024Q4: 2,218 shares; 2025Q1: 2,211 shares; 2025Q2: 4,003 shares; 2025Q3: 4,790 shares; 2025Q4: 4,519 shares; 2026Q1: 4,776 shares; 2026Q2: 4,664 shares 4,664 $1.94M 0.59% -112 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: 10,064 shares; 2024Q4: 9,423 shares; 2025Q1: 7,417 shares; 2025Q2: 6,215 shares; 2025Q3: 5,457 shares; 2025Q4: 5,014 shares; 2026Q1: 5,105 shares; 2026Q2: 5,124 shares 5,124 $1.94M 0.59% +19 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: 7,446 shares; 2024Q4: 7,753 shares; 2025Q1: 7,574 shares; 2025Q2: 7,372 shares; 2025Q3: 7,127 shares; 2025Q4: 6,896 shares; 2026Q1: 7,029 shares; 2026Q2: 7,599 shares 7,599 $1.91M 0.58% +570 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 reported; 2024Q4: 6 shares; 2025Q1: 885 shares; 2025Q2: 964 shares; 2025Q3: 1,499 shares; 2025Q4: 1,324 shares; 2026Q1: 1,218 shares; 2026Q2: 950 shares 950 $1.89M 0.58% -268 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: 7,254 shares; 2024Q4: 7,332 shares; 2025Q1: 6,985 shares; 2025Q2: 8,883 shares; 2025Q3: 15,167 shares; 2025Q4: 15,317 shares; 2026Q1: 15,473 shares; 2026Q2: 17,286 shares 17,286 $1.86M 0.57% +1,813 Timeline IGF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 25,362 shares; 2026Q2: 25,801 shares 25,801 $1.72M 0.53% +439 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: 22,434 shares; 2024Q4: 21,805 shares; 2025Q1: 21,102 shares; 2025Q2: 25,534 shares; 2025Q3: 21,786 shares; 2025Q4: 19,776 shares; 2026Q1: 19,668 shares; 2026Q2: 19,408 shares 19,408 $1.71M 0.52% -260 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: 9,119 shares; 2024Q4: 9,258 shares; 2025Q1: 9,345 shares; 2025Q2: 8,459 shares; 2025Q3: 6,372 shares; 2025Q4: 3,936 shares; 2026Q1: 3,652 shares; 2026Q2: 1,767 shares 1,767 $1.7M 0.52% -1,885 Timeline ALGN ALIGN TECHNOLOGY INC More: the full row for ALIGN TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,809 shares; 2024Q4: 2,920 shares; 2025Q1: 19 shares; 2025Q2: not reported; 2025Q3: 12,348 shares; 2025Q4: 10,910 shares; 2026Q1: 10,211 shares; 2026Q2: 10,089 shares 10,089 $1.7M 0.52% -122 Timeline MCHI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 70,900 shares; 2024Q4: 67,979 shares; 2025Q1: 59,108 shares; 2025Q2: 33,375 shares; 2025Q3: 33,501 shares; 2025Q4: 30,908 shares; 2026Q1: 31,456 shares; 2026Q2: 32,870 shares 32,870 $1.68M 0.51% +1,414 Timeline NCLH NORWEGIAN CRUISE LINE HLDGS More: the full row for NORWEGIAN CRUISE LINE HLDGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 100 shares; 2024Q4: 200 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 66,717 shares; 2026Q1: 64,387 shares; 2026Q2: 76,116 shares 76,116 $1.61M 0.49% +11,729 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,226 shares; 2024Q4: 3,188 shares; 2025Q1: 3,186 shares; 2025Q2: 3,331 shares; 2025Q3: 2,754 shares; 2025Q4: 3,066 shares; 2026Q1: 3,193 shares; 2026Q2: 4,440 shares 4,440 $1.57M 0.48% +1,247 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: 30,003 shares; 2024Q4: 30,386 shares; 2025Q1: 28,914 shares; 2025Q2: 28,732 shares; 2025Q3: 30,830 shares; 2025Q4: 35,672 shares; 2026Q1: 35,308 shares; 2026Q2: 36,655 shares 36,655 $1.55M 0.47% +1,347 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: 7,904 shares; 2024Q4: 7,540 shares; 2025Q1: 4,870 shares; 2025Q2: 4,863 shares; 2025Q3: 4,852 shares; 2025Q4: 4,463 shares; 2026Q1: 4,392 shares; 2026Q2: 4,305 shares 4,305 $1.54M 0.47% -87 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: 10,630 shares; 2024Q4: 11,285 shares; 2025Q1: 8,540 shares; 2025Q2: 12,256 shares; 2025Q3: 11,967 shares; 2025Q4: 12,160 shares; 2026Q1: 11,769 shares; 2026Q2: 11,886 shares 11,886 $1.53M 0.47% +117 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: 15,222 shares; 2024Q4: 16,527 shares; 2025Q1: 16,092 shares; 2025Q2: 15,910 shares; 2025Q3: 15,295 shares; 2025Q4: 14,007 shares; 2026Q1: 14,510 shares; 2026Q2: 14,594 shares 14,594 $1.51M 0.46% +84 Timeline FETH FIDELITY ETHEREUM FD More: the full row for FIDELITY ETHEREUM FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 49,672 shares; 2024Q4: 51,420 shares; 2025Q1: 48,293 shares; 2025Q2: 65,374 shares; 2025Q3: 61,319 shares; 2025Q4: 74,241 shares; 2026Q1: 83,976 shares; 2026Q2: 95,021 shares 95,021 $1.5M 0.46% +11,045 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 127 shares; 2024Q4: 8,387 shares; 2025Q1: 8,424 shares; 2025Q2: 8,472 shares; 2025Q3: 8,133 shares; 2025Q4: 20,847 shares; 2026Q1: 21,498 shares; 2026Q2: 21,898 shares 21,898 $1.5M 0.46% +400 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: 5,032 shares; 2024Q4: 4,917 shares; 2025Q1: 8,725 shares; 2025Q2: 8,804 shares; 2025Q3: 8,775 shares; 2025Q4: 6,961 shares; 2026Q1: 6,219 shares; 2026Q2: 4,421 shares 4,421 $1.48M 0.45% -1,798 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,123 shares; 2024Q4: 6,153 shares; 2025Q1: 5,312 shares; 2025Q2: 5,419 shares; 2025Q3: 6,054 shares; 2025Q4: 6,792 shares; 2026Q1: 8,765 shares; 2026Q2: 10,019 shares 10,019 $1.47M 0.45% +1,254 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,027 shares; 2024Q4: 1,163 shares; 2025Q1: 1,164 shares; 2025Q2: 1,225 shares; 2025Q3: 1,398 shares; 2025Q4: 1,273 shares; 2026Q1: 1,267 shares; 2026Q2: 1,221 shares 1,221 $1.46M 0.45% -46 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,682 shares; 2025Q3: 8,808 shares; 2025Q4: 10,945 shares; 2026Q1: 10,653 shares; 2026Q2: 10,575 shares 10,575 $1.38M 0.42% -78 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: 18,199 shares; 2024Q4: 18,004 shares; 2025Q1: 17,905 shares; 2025Q2: 16,070 shares; 2025Q3: 15,228 shares; 2025Q4: 18,691 shares; 2026Q1: 19,033 shares; 2026Q2: 19,140 shares 19,140 $1.38M 0.42% +107 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: 3,687 shares; 2024Q4: 3,897 shares; 2025Q1: 4,110 shares; 2025Q2: 4,362 shares; 2025Q3: 6,008 shares; 2025Q4: 5,958 shares; 2026Q1: 5,958 shares; 2026Q2: 7,203 shares 7,203 $1.37M 0.42% +1,245 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: 6,467 shares; 2024Q4: 6,567 shares; 2025Q1: 6,195 shares; 2025Q2: 6,031 shares; 2025Q3: 5,671 shares; 2025Q4: 5,476 shares; 2026Q1: 5,299 shares; 2026Q2: 5,402 shares 5,402 $1.37M 0.42% +103 Timeline COIN COINBASE GLOBAL INC More: the full row for COINBASE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,951 shares; 2024Q4: 9,139 shares; 2025Q1: 8,869 shares; 2025Q2: 8,772 shares; 2025Q3: 6,364 shares; 2025Q4: 7,540 shares; 2026Q1: 8,286 shares; 2026Q2: 9,293 shares 9,293 $1.36M 0.42% +1,007 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: 6,437 shares; 2024Q4: 5,845 shares; 2025Q1: 5,375 shares; 2025Q2: 5,679 shares; 2025Q3: 5,414 shares; 2025Q4: 4,748 shares; 2026Q1: 4,667 shares; 2026Q2: 4,510 shares 4,510 $1.35M 0.41% -157 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,540 shares; 2024Q4: 1,555 shares; 2025Q1: 1,420 shares; 2025Q2: 1,409 shares; 2025Q3: 1,458 shares; 2025Q4: 1,639 shares; 2026Q1: 1,638 shares; 2026Q2: 1,440 shares 1,440 $1.35M 0.41% -198 Timeline ULTA ULTA BEAUTY INC More: the full row for ULTA BEAUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,774 shares; 2024Q4: 2,856 shares; 2025Q1: 2,966 shares; 2025Q2: 2,990 shares; 2025Q3: 2,778 shares; 2025Q4: 2,828 shares; 2026Q1: 2,709 shares; 2026Q2: 2,921 shares 2,921 $1.32M 0.4% +212 Timeline CIBR FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,519 shares; 2024Q4: 17,431 shares; 2025Q1: 15,964 shares; 2025Q2: 14,088 shares; 2025Q3: 14,393 shares; 2025Q4: 14,109 shares; 2026Q1: 14,529 shares; 2026Q2: 14,615 shares 14,615 $1.31M 0.4% +86 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: 20,129 shares; 2024Q4: 19,767 shares; 2025Q1: 8,778 shares; 2025Q2: 8,983 shares; 2025Q3: 8,502 shares; 2025Q4: 8,339 shares; 2026Q1: 8,243 shares; 2026Q2: 8,187 shares 8,187 $1.3M 0.4% -56 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 120 shares; 2024Q4: 140 shares; 2025Q1: 20 shares; 2025Q2: 20 shares; 2025Q3: 20 shares; 2025Q4: 20 shares; 2026Q1: 20 shares; 2026Q2: 26,795 shares 26,795 $1.28M 0.39% +26,775 Timeline FSLR FIRST SOLAR INC More: the full row for FIRST SOLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11 shares; 2024Q4: 11 shares; 2025Q1: 6,745 shares; 2025Q2: 6,884 shares; 2025Q3: 6,674 shares; 2025Q4: 4,671 shares; 2026Q1: 4,814 shares; 2026Q2: 5,279 shares 5,279 $1.25M 0.38% +465 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: 9,564 shares; 2024Q4: 11,431 shares; 2025Q1: 13,920 shares; 2025Q2: 25,208 shares; 2025Q3: 23,925 shares; 2025Q4: 20,483 shares; 2026Q1: 17,481 shares; 2026Q2: 15,289 shares 15,289 $1.22M 0.37% -2,192 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: 1,988 shares; 2024Q4: 1,959 shares; 2025Q1: 1,893 shares; 2025Q2: 1,782 shares; 2025Q3: 1,312 shares; 2025Q4: 15,091 shares; 2026Q1: 15,657 shares; 2026Q2: 17,087 shares 17,087 $1.22M 0.37% +1,430 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: 14,530 shares; 2024Q4: 14,736 shares; 2025Q1: 13,677 shares; 2025Q2: 13,461 shares; 2025Q3: 12,868 shares; 2025Q4: 9,935 shares; 2026Q1: 10,123 shares; 2026Q2: 12,658 shares 12,658 $1.21M 0.37% +2,535 Timeline JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 19,263 shares; 2025Q2: 19,029 shares; 2025Q3: 19,076 shares; 2025Q4: 21,173 shares; 2026Q1: 23,604 shares; 2026Q2: 23,872 shares 23,872 $1.21M 0.37% +268 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: 11,168 shares; 2024Q4: 11,139 shares; 2025Q1: 7,730 shares; 2025Q2: 8,340 shares; 2025Q3: 9,209 shares; 2025Q4: 13,009 shares; 2026Q1: 13,320 shares; 2026Q2: 13,660 shares 13,660 $1.2M 0.37% +340 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,715 shares; 2024Q4: 4,339 shares; 2025Q1: 4,281 shares; 2025Q2: 3,507 shares; 2025Q3: 22 shares; 2025Q4: 22 shares; 2026Q1: 5,364 shares; 2026Q2: 27,127 shares 27,127 $1.16M 0.35% +21,763 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19 shares; 2024Q4: 19 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 28,190 shares 28,190 $1.16M 0.35% 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: 5,360 shares; 2024Q4: 5,224 shares; 2025Q1: 5,258 shares; 2025Q2: 5,776 shares; 2025Q3: 6,014 shares; 2025Q4: 5,970 shares; 2026Q1: 6,509 shares; 2026Q2: 6,166 shares 6,166 $1.14M 0.35% -343 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: 1,314 shares; 2024Q4: 1,258 shares; 2025Q1: 1,241 shares; 2025Q2: 8 shares; 2025Q3: 8 shares; 2025Q4: 4 shares; 2026Q1: 4 shares; 2026Q2: 7,018 shares 7,018 $1.1M 0.34% +7,014 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,226 shares; 2024Q4: 2,245 shares; 2025Q1: 1,785 shares; 2025Q2: 1,786 shares; 2025Q3: 1,891 shares; 2025Q4: 2,080 shares; 2026Q1: 2,079 shares; 2026Q2: 2,137 shares 2,137 $1.1M 0.34% +58 Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,838 shares; 2024Q4: 4,461 shares; 2025Q1: 4,211 shares; 2025Q2: 5,561 shares; 2025Q3: 5,326 shares; 2025Q4: 3,744 shares; 2026Q1: 3,717 shares; 2026Q2: 3,585 shares 3,585 $1.09M 0.33% -132 Timeline BR BROADRIDGE FINL SOLUTIONS IN More: the full row for BROADRIDGE FINL SOLUTIONS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 7,926 shares 7,926 $1.09M 0.33% new Timeline APO APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,584 shares; 2026Q1: 8,050 shares; 2026Q2: 9,167 shares 9,167 $1.08M 0.33% +1,117 Timeline SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,841 shares 6,841 $1.05M 0.32% new 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: 31,767 shares; 2024Q4: 29,435 shares; 2025Q1: 25,833 shares; 2025Q2: 50,432 shares; 2025Q3: 51,870 shares; 2025Q4: 11,577 shares; 2026Q1: 11,848 shares; 2026Q2: 11,334 shares 11,334 $1.04M 0.32% -514 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: 12,649 shares; 2024Q4: 12,025 shares; 2025Q1: 10,019 shares; 2025Q2: 8,299 shares; 2025Q3: 8,385 shares; 2025Q4: 8,744 shares; 2026Q1: 8,814 shares; 2026Q2: 8,955 shares 8,955 $1.01M 0.31% +141 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: 45,907 shares; 2024Q4: 43,316 shares; 2025Q1: 41,953 shares; 2025Q2: 34,247 shares; 2025Q3: 35,081 shares; 2025Q4: 43,204 shares; 2026Q1: 44,130 shares; 2026Q2: 48,205 shares 48,205 $998K 0.31% +4,075 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: 2,379 shares; 2024Q4: 2,070 shares; 2025Q1: 1,045 shares; 2025Q2: 1,189 shares; 2025Q3: 1,669 shares; 2025Q4: 1,475 shares; 2026Q1: 1,204 shares; 2026Q2: 1,326 shares 1,326 $990K 0.3% +122 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,408 shares; 2024Q4: 35 shares; 2025Q1: 32 shares; 2025Q2: 34 shares; 2025Q3: 20 shares; 2025Q4: 19,761 shares; 2026Q1: 19,606 shares; 2026Q2: 20,028 shares 20,028 $982K 0.3% +422 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: 10,899 shares; 2024Q4: 10,439 shares; 2025Q1: 4,748 shares; 2025Q2: 4,612 shares; 2025Q3: 4,379 shares; 2025Q4: 5,589 shares; 2026Q1: 5,565 shares; 2026Q2: 5,101 shares 5,101 $972K 0.3% -464 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: 16,273 shares; 2024Q4: 16,819 shares; 2025Q1: 16,129 shares; 2025Q2: 15,584 shares; 2025Q3: 15,595 shares; 2025Q4: 15,637 shares; 2026Q1: 14,755 shares; 2026Q2: 13,084 shares 13,084 $932K 0.29% -1,671 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: 674 shares; 2024Q4: 46 shares; 2025Q1: 46 shares; 2025Q2: 1,225 shares; 2025Q3: 1,522 shares; 2025Q4: 5,427 shares; 2026Q1: 5,697 shares; 2026Q2: 7,469 shares 7,469 $929K 0.28% +1,772 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: 36,118 shares; 2024Q4: 35,274 shares; 2025Q1: 11,264 shares; 2025Q2: 10,665 shares; 2025Q3: 10,274 shares; 2025Q4: 11,372 shares; 2026Q1: 10,968 shares; 2026Q2: 10,884 shares 10,884 $904K 0.28% -84 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: 12,183 shares; 2024Q4: 12,442 shares; 2025Q1: 11,321 shares; 2025Q2: 9,044 shares; 2025Q3: 9,815 shares; 2025Q4: 10,604 shares; 2026Q1: 10,834 shares; 2026Q2: 10,865 shares 10,865 $883K 0.27% +31 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: 2,934 shares; 2024Q4: 2,979 shares; 2025Q1: 3,007 shares; 2025Q2: 3,210 shares; 2025Q3: 3,367 shares; 2025Q4: 4,311 shares; 2026Q1: 4,280 shares; 2026Q2: 2,954 shares 2,954 $880K 0.27% -1,326 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: 15,065 shares; 2024Q4: 11,577 shares; 2025Q1: 11,444 shares; 2025Q2: 13,493 shares; 2025Q3: 13,919 shares; 2025Q4: 15,115 shares; 2026Q1: 14,875 shares; 2026Q2: 14,980 shares 14,980 $863K 0.26% +105 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,111 shares; 2025Q2: 4,890 shares; 2025Q3: 4,865 shares; 2025Q4: 3,129 shares; 2026Q1: 2,045 shares; 2026Q2: 1,936 shares 1,936 $839K 0.26% -109 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: 15,140 shares; 2024Q4: 14,430 shares; 2025Q1: 14,435 shares; 2025Q2: 13,870 shares; 2025Q3: 13,967 shares; 2025Q4: 13,279 shares; 2026Q1: 13,765 shares; 2026Q2: 14,647 shares 14,647 $835K 0.26% +882 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,949 shares; 2024Q4: 5,032 shares; 2025Q1: 5,047 shares; 2025Q2: 5,837 shares; 2025Q3: 6,249 shares; 2025Q4: 6,809 shares; 2026Q1: 7,046 shares; 2026Q2: 7,603 shares 7,603 $821K 0.25% +557 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: 15,345 shares; 2024Q4: 14,442 shares; 2025Q1: 13,895 shares; 2025Q2: 10,947 shares; 2025Q3: 10,725 shares; 2025Q4: 8,932 shares; 2026Q1: 8,571 shares; 2026Q2: 7,899 shares 7,899 $808K 0.25% -672 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: 4,648 shares; 2024Q4: 6,899 shares; 2025Q1: 5,297 shares; 2025Q2: 10,623 shares; 2025Q3: 10,679 shares; 2025Q4: 8,132 shares; 2026Q1: 7,577 shares; 2026Q2: 8,336 shares 8,336 $803K 0.25% +759 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: 2,194 shares; 2024Q4: 2,071 shares; 2025Q1: 1,847 shares; 2025Q2: 1,800 shares; 2025Q3: 1,792 shares; 2025Q4: 1,785 shares; 2026Q1: 1,771 shares; 2026Q2: 9,321 shares 9,321 $803K 0.25% +7,550 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: 4,340 shares; 2024Q4: 4,352 shares; 2025Q1: 4,079 shares; 2025Q2: 4,026 shares; 2025Q3: 4,037 shares; 2025Q4: 4,107 shares; 2026Q1: 4,097 shares; 2026Q2: 3,635 shares 3,635 $792K 0.24% -462 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: 4,808 shares; 2024Q4: 4,442 shares; 2025Q1: 3,818 shares; 2025Q2: 3,632 shares; 2025Q3: 3,568 shares; 2025Q4: 3,354 shares; 2026Q1: 3,323 shares; 2026Q2: 3,285 shares 3,285 $777K 0.24% -38 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,205 shares; 2024Q4: 2,251 shares; 2025Q1: 1,855 shares; 2025Q2: 1,885 shares; 2025Q3: 1,989 shares; 2025Q4: 2,310 shares; 2026Q1: 2,290 shares; 2026Q2: 2,247 shares 2,247 $774K 0.24% -43 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,397 shares; 2024Q4: 1,417 shares; 2025Q1: 1,424 shares; 2025Q2: 1,441 shares; 2025Q3: 1,592 shares; 2025Q4: 1,619 shares; 2026Q1: 1,616 shares; 2026Q2: 1,945 shares 1,945 $773K 0.24% +329 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,318 shares; 2024Q4: 1,346 shares; 2025Q1: 1,391 shares; 2025Q2: 1,394 shares; 2025Q3: 1,381 shares; 2025Q4: 1,672 shares; 2026Q1: 1,789 shares; 2026Q2: 2,953 shares 2,953 $771K 0.24% +1,164 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: 4,393 shares; 2024Q4: 4,811 shares; 2025Q1: 4,570 shares; 2025Q2: 4,871 shares; 2025Q3: 4,735 shares; 2025Q4: 5,104 shares; 2026Q1: 5,252 shares; 2026Q2: 5,429 shares 5,429 $735K 0.22% +177 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: 1,345 shares; 2024Q4: 1,380 shares; 2025Q1: 1,415 shares; 2025Q2: 1,439 shares; 2025Q3: 1,559 shares; 2025Q4: 1,886 shares; 2026Q1: 1,875 shares; 2026Q2: 1,789 shares 1,789 $729K 0.22% -86 Timeline XLSR SSGA ACTIVE TR More: the full row for SSGA ACTIVE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,930 shares; 2024Q4: 12,449 shares; 2025Q1: 12,737 shares; 2025Q2: 12,002 shares; 2025Q3: 11,797 shares; 2025Q4: 10,057 shares; 2026Q1: 10,453 shares; 2026Q2: 10,083 shares 10,083 $654K 0.2% -370 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,305 shares 3,305 $583K 0.18% new 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: 16,722 shares; 2024Q4: 16,683 shares; 2025Q1: 16,249 shares; 2025Q2: 12,049 shares; 2025Q3: 12,251 shares; 2025Q4: 12,560 shares; 2026Q1: 17,756 shares; 2026Q2: 4,954 shares 4,954 $582K 0.18% -12,802 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,881 shares; 2025Q4: 1,752 shares; 2026Q1: 1,602 shares; 2026Q2: 1,360 shares 1,360 $540K 0.17% -242 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: 13,298 shares; 2024Q4: 12,922 shares; 2025Q1: 3,592 shares; 2025Q2: 3,376 shares; 2025Q3: 3,086 shares; 2025Q4: 2,830 shares; 2026Q1: 2,757 shares; 2026Q2: 2,712 shares 2,712 $502K 0.15% -45 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: 14,600 shares; 2024Q4: 14,531 shares; 2025Q1: 20,233 shares; 2025Q2: 10,900 shares; 2025Q3: 13,315 shares; 2025Q4: 14,121 shares; 2026Q1: 12,861 shares; 2026Q2: 9,564 shares 9,564 $482K 0.15% -3,297 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: 17,496 shares; 2024Q4: 15,534 shares; 2025Q1: 15,079 shares; 2025Q2: 11,161 shares; 2025Q3: 9,762 shares; 2025Q4: 8,468 shares; 2026Q1: 8,596 shares; 2026Q2: 9,085 shares 9,085 $470K 0.14% +489 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,734 shares; 2024Q4: 1,651 shares; 2025Q1: 1,631 shares; 2025Q2: 1,621 shares; 2025Q3: 1,610 shares; 2025Q4: 1,490 shares; 2026Q1: 1,464 shares; 2026Q2: 1,340 shares 1,340 $453K 0.14% -124 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: 6,518 shares; 2024Q4: 6,229 shares; 2025Q1: 6,183 shares; 2025Q2: 5,468 shares; 2025Q3: 5,327 shares; 2025Q4: 4,912 shares; 2026Q1: 3,696 shares; 2026Q2: 3,112 shares 3,112 $450K 0.14% -584 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: 25 shares; 2024Q4: 1,287 shares; 2025Q1: 2,159 shares; 2025Q2: 2,143 shares; 2025Q3: 2,495 shares; 2025Q4: 2,335 shares; 2026Q1: 2,313 shares; 2026Q2: 4,652 shares 4,652 $448K 0.14% +2,339 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: 917 shares; 2024Q4: 870 shares; 2025Q1: 632 shares; 2025Q2: 623 shares; 2025Q3: 549 shares; 2025Q4: 498 shares; 2026Q1: 471 shares; 2026Q2: 456 shares 456 $446K 0.14% -15 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: 6,731 shares; 2024Q4: 6,440 shares; 2025Q1: 6,382 shares; 2025Q2: 6,356 shares; 2025Q3: 6,039 shares; 2025Q4: 5,609 shares; 2026Q1: 5,489 shares; 2026Q2: 5,396 shares 5,396 $446K 0.14% -93 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: 521 shares; 2024Q4: 504 shares; 2025Q1: 487 shares; 2025Q2: 489 shares; 2025Q3: not reported; 2025Q4: 876 shares; 2026Q1: 864 shares; 2026Q2: 852 shares 852 $442K 0.14% -12 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: 11,521 shares; 2024Q4: 10,887 shares; 2025Q1: 2,823 shares; 2025Q2: 2,777 shares; 2025Q3: 2,701 shares; 2025Q4: 3,768 shares; 2026Q1: 3,750 shares; 2026Q2: 3,722 shares 3,722 $437K 0.13% -28 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: 3,780 shares; 2024Q4: 3,594 shares; 2025Q1: 2,402 shares; 2025Q2: 9,741 shares; 2025Q3: 7,789 shares; 2025Q4: 7,229 shares; 2026Q1: 7,041 shares; 2026Q2: 4,912 shares 4,912 $428K 0.13% -2,129 Timeline PHM PULTE GROUP INC More: the full row for PULTE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,693 shares; 2024Q4: 3,515 shares; 2025Q1: 3,485 shares; 2025Q2: 3,469 shares; 2025Q3: 3,464 shares; 2025Q4: 3,213 shares; 2026Q1: 3,143 shares; 2026Q2: 3,077 shares 3,077 $422K 0.13% -66 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: 1,699 shares; 2024Q4: 1,624 shares; 2025Q1: 1,555 shares; 2025Q2: 1,549 shares; 2025Q3: 1,333 shares; 2025Q4: 1,250 shares; 2026Q1: 1,228 shares; 2026Q2: 1,204 shares 1,204 $413K 0.13% -24 Timeline IQV IQVIA HLDGS INC More: the full row for IQVIA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,321 shares; 2024Q4: 8 shares; 2025Q1: 1,210 shares; 2025Q2: 2,338 shares; 2025Q3: 2,315 shares; 2025Q4: 2,139 shares; 2026Q1: 2,133 shares; 2026Q2: 2,061 shares 2,061 $398K 0.12% -72 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: 2,243 shares; 2024Q4: 2,383 shares; 2025Q1: 2,453 shares; 2025Q2: 2,489 shares; 2025Q3: 2,921 shares; 2025Q4: 2,311 shares; 2026Q1: 2,425 shares; 2026Q2: 2,391 shares 2,391 $391K 0.12% -34 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: 9,058 shares; 2024Q4: 9,426 shares; 2025Q1: 7,672 shares; 2025Q2: 8,664 shares; 2025Q3: 9,587 shares; 2025Q4: 7,836 shares; 2026Q1: 6,907 shares; 2026Q2: 6,699 shares 6,699 $386K 0.12% -208 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,556 shares; 2024Q4: 6,985 shares; 2025Q1: 6,743 shares; 2025Q2: 6,790 shares; 2025Q3: 6,436 shares; 2025Q4: 6,228 shares; 2026Q1: 6,228 shares; 2026Q2: 6,228 shares 6,228 $379K 0.12% 0 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 50 shares; 2024Q4: 50 shares; 2025Q1: 40 shares; 2025Q2: 40 shares; 2025Q3: 35 shares; 2025Q4: 35 shares; 2026Q1: 35 shares; 2026Q2: 2,590 shares 2,590 $378K 0.12% +2,555 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: 8,150 shares; 2024Q4: 8,090 shares; 2025Q1: 7,771 shares; 2025Q2: 5,366 shares; 2025Q3: 4,019 shares; 2025Q4: 40 shares; 2026Q1: 2,567 shares; 2026Q2: 2,522 shares 2,522 $370K 0.11% -45 Timeline FANG DIAMONDBACK ENERGY INC More: the full row for DIAMONDBACK ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,098 shares; 2024Q4: 1,071 shares; 2025Q1: 1,998 shares; 2025Q2: 2,475 shares; 2025Q3: 2,469 shares; 2025Q4: 2,247 shares; 2026Q1: 2,208 shares; 2026Q2: 2,094 shares 2,094 $368K 0.11% -114 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 875 shares; 2024Q4: 798 shares; 2025Q1: 765 shares; 2025Q2: 570 shares; 2025Q3: 567 shares; 2025Q4: 538 shares; 2026Q1: 520 shares; 2026Q2: 478 shares 478 $361K 0.11% -42 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,632 shares; 2025Q2: 9,518 shares; 2025Q3: 9,541 shares; 2025Q4: 8,877 shares; 2026Q1: 8,774 shares; 2026Q2: 7,723 shares 7,723 $359K 0.11% -1,051 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: 21,011 shares; 2024Q4: 20,142 shares; 2025Q1: 8,799 shares; 2025Q2: 7,733 shares; 2025Q3: 6,817 shares; 2025Q4: 6,572 shares; 2026Q1: 6,547 shares; 2026Q2: 6,508 shares 6,508 $349K 0.11% -39 Timeline QSR RESTAURANT BRANDS INTL INC More: the full row for RESTAURANT BRANDS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,138 shares; 2024Q4: 3,944 shares; 2025Q1: 5,075 shares; 2025Q2: 5,038 shares; 2025Q3: 5,269 shares; 2025Q4: 5,043 shares; 2026Q1: 4,977 shares; 2026Q2: 4,785 shares 4,785 $347K 0.11% -192 Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,166 shares; 2024Q4: 9,669 shares; 2025Q1: 4,912 shares; 2025Q2: 4,415 shares; 2025Q3: 3,707 shares; 2025Q4: 3,198 shares; 2026Q1: 3,190 shares; 2026Q2: 3,172 shares 3,172 $340K 0.1% -18 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: 389 shares; 2024Q4: 2,243 shares; 2025Q1: 2,753 shares; 2025Q2: 2,733 shares; 2025Q3: 2,940 shares; 2025Q4: 2,805 shares; 2026Q1: 2,745 shares; 2026Q2: 2,225 shares 2,225 $337K 0.1% -520 Timeline CCL CARNIVAL CORP LTD More: the full row for CARNIVAL CORP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 11,459 shares 11,459 $327K 0.1% new 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: 5 shares; 2024Q4: 405 shares; 2025Q1: 1,524 shares; 2025Q2: 1,534 shares; 2025Q3: 1,521 shares; 2025Q4: 1,413 shares; 2026Q1: 1,361 shares; 2026Q2: 1,115 shares 1,115 $324K 0.1% -246 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,000 shares 1,000 $313K 0.1% new 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: 3,976 shares; 2024Q4: 3,776 shares; 2025Q1: 3,768 shares; 2025Q2: 3,767 shares; 2025Q3: 3,723 shares; 2025Q4: 3,471 shares; 2026Q1: 3,780 shares; 2026Q2: 3,626 shares 3,626 $303K 0.09% -154 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,092 shares; 2025Q4: 1,026 shares; 2026Q1: 1,260 shares; 2026Q2: 1,273 shares 1,273 $303K 0.09% +13 Timeline SJM SMUCKER J M CO More: the full row for SMUCKER J M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 125 shares; 2024Q4: 125 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,595 shares; 2026Q2: 2,561 shares 2,561 $288K 0.09% -34 Timeline PPL PPL CORP More: the full row for PPL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 321 shares; 2024Q4: 316 shares; 2025Q1: 8,288 shares; 2025Q2: 8,272 shares; 2025Q3: 8,226 shares; 2025Q4: 7,681 shares; 2026Q1: 7,583 shares; 2026Q2: 7,416 shares 7,416 $270K 0.08% -167 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: 5,688 shares; 2024Q4: 5,710 shares; 2025Q1: 5,450 shares; 2025Q2: 5,324 shares; 2025Q3: 5,330 shares; 2025Q4: 5,357 shares; 2026Q1: 5,068 shares; 2026Q2: 4,474 shares 4,474 $267K 0.08% -594 Timeline CNP CENTERPOINT ENERGY INC More: the full row for CENTERPOINT ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,203 shares; 2024Q4: 6,839 shares; 2025Q1: 6,752 shares; 2025Q2: 6,721 shares; 2025Q3: 6,690 shares; 2025Q4: 6,205 shares; 2026Q1: 6,106 shares; 2026Q2: 5,893 shares 5,893 $260K 0.08% -213 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 809 shares; 2024Q4: 4,735 shares; 2025Q1: 4,693 shares; 2025Q2: 4,674 shares; 2025Q3: 3,972 shares; 2025Q4: 3,689 shares; 2026Q1: 3,623 shares; 2026Q2: 3,569 shares 3,569 $258K 0.08% -54 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: 890 shares; 2024Q4: 891 shares; 2025Q1: 854 shares; 2025Q2: 848 shares; 2025Q3: 849 shares; 2025Q4: 854 shares; 2026Q1: 880 shares; 2026Q2: 781 shares 781 $237K 0.07% -99 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 352 shares; 2024Q4: 348 shares; 2025Q1: 348 shares; 2025Q2: 345 shares; 2025Q3: 346 shares; 2025Q4: 2,249 shares; 2026Q1: 2,254 shares; 2026Q2: 2,351 shares 2,351 $233K 0.07% +97 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: 4,147 shares; 2024Q4: 4,319 shares; 2025Q1: 4,172 shares; 2025Q2: 4,101 shares; 2025Q3: 4,127 shares; 2025Q4: 4,019 shares; 2026Q1: 4,675 shares; 2026Q2: 4,162 shares 4,162 $202K 0.06% -513 Timeline CERY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,986 shares; 2025Q1: 6,252 shares; 2025Q2: 3,625 shares; 2025Q3: 7,287 shares; 2025Q4: 3,894 shares; 2026Q1: 5,401 shares; 2026Q2: 5,665 shares 5,665 $189K 0.06% +264 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: 2,355 shares; 2024Q4: 2,459 shares; 2025Q1: 2,365 shares; 2025Q2: 2,314 shares; 2025Q3: 2,323 shares; 2025Q4: 2,250 shares; 2026Q1: 2,599 shares; 2026Q2: 2,314 shares 2,314 $180K 0.06% -285 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: 3,110 shares; 2024Q4: 2,754 shares; 2025Q1: 2,928 shares; 2025Q2: 2,779 shares; 2025Q3: 2,814 shares; 2025Q4: 2,518 shares; 2026Q1: 2,438 shares; 2026Q2: 2,367 shares 2,367 $160K 0.05% -71 Timeline ETHE GRAYSCALE ETHEREUM STAKING E More: the full row for GRAYSCALE ETHEREUM STAKING E Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 81,559 shares; 2024Q4: 78,087 shares; 2025Q1: 13,447 shares; 2025Q2: 12,357 shares; 2025Q3: 12,586 shares; 2025Q4: 12,501 shares; 2026Q1: 12,198 shares; 2026Q2: 9,934 shares 9,934 $127K 0.04% -2,264 Timeline SJNK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,922 shares; 2024Q4: 3,323 shares; 2025Q1: 3,955 shares; 2025Q2: 7,767 shares; 2025Q3: 7,412 shares; 2025Q4: 6,377 shares; 2026Q1: 5,486 shares; 2026Q2: 4,854 shares 4,854 $121K 0.04% -632 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: 4,306 shares; 2024Q4: 4,255 shares; 2025Q1: 4,080 shares; 2025Q2: 3,656 shares; 2025Q3: 3,175 shares; 2025Q4: 2,863 shares; 2026Q1: 2,694 shares; 2026Q2: 2,711 shares 2,711 $119K 0.04% +17 Timeline BOXX EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,374 shares; 2024Q4: 1,949 shares; 2025Q1: 1,949 shares; 2025Q2: 1,949 shares; 2025Q3: 1,949 shares; 2025Q4: 1,949 shares; 2026Q1: 1,539 shares; 2026Q2: 949 shares 949 $111K 0.03% -590 Timeline XNTK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 551 shares; 2024Q4: 551 shares; 2025Q1: 551 shares; 2025Q2: 551 shares; 2025Q3: 284 shares; 2025Q4: 284 shares; 2026Q1: 284 shares; 2026Q2: 284 shares 284 $111K 0.03% 0 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 516 shares; 2024Q4: 505 shares; 2025Q1: 438 shares; 2025Q2: 454 shares; 2025Q3: 384 shares; 2025Q4: 297 shares; 2026Q1: 252 shares; 2026Q2: 298 shares 298 $110K 0.03% +46 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: 2,175 shares; 2024Q4: 2,432 shares; 2025Q1: 2,334 shares; 2025Q2: 2,287 shares; 2025Q3: 2,297 shares; 2025Q4: 2,221 shares; 2026Q1: 2,532 shares; 2026Q2: 2,253 shares 2,253 $105K 0.03% -279 Timeline SPTL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,902 shares; 2024Q4: 2,590 shares; 2025Q1: 3,948 shares; 2025Q2: 4,082 shares; 2025Q3: 117 shares; 2025Q4: 4,309 shares; 2026Q1: 2,889 shares; 2026Q2: 3,990 shares 3,990 $105K 0.03% +1,101 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: 1,212 shares; 2024Q4: 1,327 shares; 2025Q1: 1,266 shares; 2025Q2: 1,240 shares; 2025Q3: 1,245 shares; 2025Q4: 1,186 shares; 2026Q1: 1,424 shares; 2026Q2: 1,266 shares 1,266 $97.1K 0.03% -158 Timeline BLV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,200 shares; 2024Q4: 1,364 shares; 2025Q1: 1,310 shares; 2025Q2: 1,289 shares; 2025Q3: 1,294 shares; 2025Q4: 1,260 shares; 2026Q1: 1,489 shares; 2026Q2: 1,325 shares 1,325 $91.3K 0.03% -164 Timeline EMHC 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: 2,490 shares; 2024Q4: 2,488 shares; 2025Q1: 3,180 shares; 2025Q2: 3,211 shares; 2025Q3: 3,300 shares; 2025Q4: 3,034 shares; 2026Q1: 3,079 shares; 2026Q2: 3,274 shares 3,274 $83.3K 0.03% +195 Timeline SPLB 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: 154 shares; 2024Q4: 154 shares; 2025Q1: 5,932 shares; 2025Q2: 6,266 shares; 2025Q3: 353 shares; 2025Q4: 1,671 shares; 2026Q1: 5,142 shares; 2026Q2: 3,712 shares 3,712 $83.1K 0.03% -1,430 Timeline SRLN SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,508 shares; 2024Q4: 1,478 shares; 2025Q1: 1,905 shares; 2025Q2: 1,908 shares; 2025Q3: 2,026 shares; 2025Q4: 1,873 shares; 2026Q1: 1,894 shares; 2026Q2: 2,047 shares 2,047 $82.5K 0.03% +153 Timeline FTCS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,935 shares; 2024Q4: 1,936 shares; 2025Q1: 1,799 shares; 2025Q2: 1,799 shares; 2025Q3: 829 shares; 2025Q4: 829 shares; 2026Q1: 829 shares; 2026Q2: 829 shares 829 $77.9K 0.02% 0 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: 1,196 shares; 2024Q4: 1,105 shares; 2025Q1: 958 shares; 2025Q2: 934 shares; 2025Q3: 750 shares; 2025Q4: 648 shares; 2026Q1: 648 shares; 2026Q2: 648 shares 648 $77.1K 0.02% 0 Timeline FDXF FEDEX FGHT HLDG CO INC More: the full row for FEDEX FGHT HLDG CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 500 shares 500 $75.5K 0.02% new Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 721 shares; 2024Q4: 721 shares; 2025Q1: 456 shares; 2025Q2: 456 shares; 2025Q3: 456 shares; 2025Q4: 456 shares; 2026Q1: 266 shares; 2026Q2: 266 shares 266 $65.2K 0.02% 0 Timeline FBTC FIDELITY WISE ORIGIN BITCOIN More: the full row for FIDELITY WISE ORIGIN BITCOIN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,129 shares; 2024Q4: 1,909 shares; 2025Q1: 824 shares; 2025Q2: 533 shares; 2025Q3: 533 shares; 2025Q4: 533 shares; 2026Q1: 1,199 shares; 2026Q2: 1,215 shares 1,215 $62K 0.02% +16 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 576 shares 576 $57.3K 0.02% new Timeline ETH GRAYSCALE ETHEREUM STAKING More: the full row for GRAYSCALE ETHEREUM STAKING Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,436 shares; 2025Q1: 2,651 shares; 2025Q2: 2,543 shares; 2025Q3: 2,566 shares; 2025Q4: 2,557 shares; 2026Q1: 2,435 shares; 2026Q2: 3,391 shares 3,391 $51K 0.02% +956 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: 126 shares; 2024Q4: 176 shares; 2025Q1: 50 shares; 2025Q2: 50 shares; 2025Q3: 65 shares; 2025Q4: 65 shares; 2026Q1: 65 shares; 2026Q2: 65 shares 65 $47K 0.01% 0 Timeline FIXD FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,275 shares; 2024Q4: 1,275 shares; 2025Q1: 1,275 shares; 2025Q2: 1,275 shares; 2025Q3: 1,004 shares; 2025Q4: 1,004 shares; 2026Q1: 1,004 shares; 2026Q2: 1,004 shares 1,004 $43.8K 0.01% 0 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,514 shares; 2024Q4: 4,130 shares; 2025Q1: 4,151 shares; 2025Q2: 4,482 shares; 2025Q3: 4,898 shares; 2025Q4: 4,558 shares; 2026Q1: 4,643 shares; 2026Q2: 315 shares 315 $42.7K 0.01% -4,328 Timeline TDIV FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,806 shares; 2024Q4: 1,806 shares; 2025Q1: 1,806 shares; 2025Q2: 1,806 shares; 2025Q3: 735 shares; 2025Q4: 735 shares; 2026Q1: 370 shares; 2026Q2: 370 shares 370 $42.5K 0.01% 0 Timeline EBND SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,087 shares; 2024Q4: 4,153 shares; 2025Q1: 3,015 shares; 2025Q2: 2,927 shares; 2025Q3: 2,005 shares; 2025Q4: 1,826 shares; 2026Q1: 1,847 shares; 2026Q2: 2,005 shares 2,005 $41.9K 0.01% +158 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: 555 shares; 2024Q4: 553 shares; 2025Q1: 480 shares; 2025Q2: 382 shares; 2025Q3: 382 shares; 2025Q4: 384 shares; 2026Q1: 382 shares; 2026Q2: 400 shares 400 $38.6K 0.01% +18 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: 6,128 shares; 2024Q4: 7,033 shares; 2025Q1: 2,983 shares; 2025Q2: 3,224 shares; 2025Q3: 2,952 shares; 2025Q4: 2,952 shares; 2026Q1: 2,952 shares; 2026Q2: 3,087 shares 3,087 $36.7K 0.01% +135 Timeline ETHU VOLATILITY SHS TR More: the full row for VOLATILITY SHS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,987 shares; 2025Q3: 3,091 shares; 2025Q4: 3,091 shares; 2026Q1: 3,091 shares; 2026Q2: 3,091 shares 3,091 $35.3K 0.01% 0 Timeline SBET SHARPLINK INC More: the full row for SHARPLINK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,680 shares; 2025Q4: 728 shares; 2026Q1: 728 shares; 2026Q2: 7,028 shares 7,028 $33.7K 0.01% +6,300 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 597 shares; 2024Q4: 587 shares; 2025Q1: 591 shares; 2025Q2: 595 shares; 2025Q3: 594 shares; 2025Q4: 601 shares; 2026Q1: 599 shares; 2026Q2: 608 shares 608 $33K 0.01% +9 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: 460 shares; 2024Q4: 464 shares; 2025Q1: 455 shares; 2025Q2: 468 shares; 2025Q3: 558 shares; 2025Q4: 545 shares; 2026Q1: 546 shares; 2026Q2: 543 shares 543 $32.8K 0.01% -3 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: 31,692 shares; 2024Q4: 32,299 shares; 2025Q1: 32,354 shares; 2025Q2: 39,454 shares; 2025Q3: 38,760 shares; 2025Q4: 41,194 shares; 2026Q1: 42,149 shares; 2026Q2: 1,344 shares 1,344 $32.4K 0.01% -40,805 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: 355 shares; 2024Q4: 355 shares; 2025Q1: 203 shares; 2025Q2: 208 shares; 2025Q3: 208 shares; 2025Q4: 208 shares; 2026Q1: 208 shares; 2026Q2: 208 shares 208 $30.5K 0.01% 0 Timeline SNY SANOFI SA More: the full row for SANOFI SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 540 shares; 2024Q4: 542 shares; 2025Q1: 482 shares; 2025Q2: 486 shares; 2025Q3: 488 shares; 2025Q4: 485 shares; 2026Q1: 636 shares; 2026Q2: 700 shares 700 $29.9K 0.01% +64 Timeline FE FIRSTENERGY CORP More: the full row for FIRSTENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 199 shares; 2025Q1: 176 shares; 2025Q2: 378 shares; 2025Q3: 431 shares; 2025Q4: 437 shares; 2026Q1: 572 shares; 2026Q2: 625 shares 625 $29.7K 0.01% +53 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: 69 shares; 2024Q4: 69 shares; 2025Q1: 55 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 129 shares; 2026Q1: 290 shares; 2026Q2: 291 shares 291 $28.6K 0.01% +1 Timeline BTI BRITISH AMERN TOB PLC More: the full row for BRITISH AMERN TOB PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 309 shares; 2024Q4: 18 shares; 2025Q1: not reported; 2025Q2: 419 shares; 2025Q3: 468 shares; 2025Q4: 468 shares; 2026Q1: 505 shares; 2026Q2: 450 shares 450 $27.8K 0.01% -55 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: 111 shares; 2024Q4: 98 shares; 2025Q1: 97 shares; 2025Q2: 131 shares; 2025Q3: 135 shares; 2025Q4: 134 shares; 2026Q1: 134 shares; 2026Q2: 110 shares 110 $27.1K 0.01% -24 Timeline TTE TOTALENERGIES SE More: the full row for TOTALENERGIES SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 474 shares; 2026Q1: 469 shares; 2026Q2: 347 shares 347 $27K 0.01% -122 Timeline IREN IREN LIMITED More: the full row for IREN LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 565 shares 565 $25.8K 0.01% new 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: 6,499 shares; 2024Q4: 6,190 shares; 2025Q1: 3,882 shares; 2025Q2: 59 shares; 2025Q3: 59 shares; 2025Q4: 59 shares; 2026Q1: 59 shares; 2026Q2: 59 shares 59 $25.5K 0.01% 0 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 79 shares; 2024Q4: 81 shares; 2025Q1: 81 shares; 2025Q2: 80 shares; 2025Q3: 81 shares; 2025Q4: 81 shares; 2026Q1: 179 shares; 2026Q2: 213 shares 213 $24.9K 0.01% +34 Timeline XLRE 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: 34,992 shares; 2024Q4: 35,060 shares; 2025Q1: 36,395 shares; 2025Q2: 36,005 shares; 2025Q3: 37,084 shares; 2025Q4: 41,131 shares; 2026Q1: 553 shares; 2026Q2: 553 shares 553 $24.3K 0.01% 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: 349 shares; 2024Q4: 351 shares; 2025Q1: 382 shares; 2025Q2: 384 shares; 2025Q3: 383 shares; 2025Q4: 385 shares; 2026Q1: 263 shares; 2026Q2: 285 shares 285 $23.6K 0.01% +22 Timeline AMCR AMCOR PLC More: the full row for AMCOR PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 561 shares; 2026Q2: 535 shares 535 $23.2K 0.01% -26 Timeline BMNR BITMINE IMMERSION TECHS INC More: the full row for BITMINE IMMERSION TECHS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 549 shares; 2026Q1: 2,291 shares; 2026Q2: 1,742 shares 1,742 $23.2K 0.01% -549 Timeline MINT 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: 3,527 shares; 2024Q4: 3,097 shares; 2025Q1: 2,229 shares; 2025Q2: 65 shares; 2025Q3: 65 shares; 2025Q4: 200 shares; 2026Q1: 309 shares; 2026Q2: 229 shares 229 $23.1K 0.01% -80 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 112 shares; 2026Q2: 295 shares 295 $23.1K 0.01% +183 Timeline TRP TC ENERGY CORP More: the full row for TC ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 399 shares; 2024Q4: 403 shares; 2025Q1: 329 shares; 2025Q2: 335 shares; 2025Q3: 334 shares; 2025Q4: 335 shares; 2026Q1: 337 shares; 2026Q2: 338 shares 338 $22.4K 0.01% +1 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: 127 shares; 2024Q4: 169 shares; 2025Q1: 150 shares; 2025Q2: 153 shares; 2025Q3: 153 shares; 2025Q4: 155 shares; 2026Q1: 177 shares; 2026Q2: 131 shares 131 $21.7K 0.01% -46 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 58 shares; 2026Q1: 89 shares; 2026Q2: 90 shares 90 $19.9K 0.01% +1 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: 149 shares; 2024Q4: 148 shares; 2025Q1: 148 shares; 2025Q2: 147 shares; 2025Q3: 147 shares; 2025Q4: 149 shares; 2026Q1: 149 shares; 2026Q2: 149 shares 149 $18.9K 0.01% 0 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: 9,668 shares; 2024Q4: 12,105 shares; 2025Q1: 12,105 shares; 2025Q2: 13,425 shares; 2025Q3: 3,425 shares; 2025Q4: 725 shares; 2026Q1: 725 shares; 2026Q2: 725 shares 725 $18.5K 0.01% 0 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,497 shares; 2024Q4: 2,489 shares; 2025Q1: 2,129 shares; 2025Q2: 2,191 shares; 2025Q3: 2,233 shares; 2025Q4: 2,027 shares; 2026Q1: 160 shares; 2026Q2: 159 shares 159 $17.5K 0.01% -1 Timeline RF REGIONS FINANCIAL CORP NEW More: the full row for REGIONS FINANCIAL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 572 shares 572 $17.3K 0.01% new Timeline UL UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 174 shares; 2026Q1: 294 shares; 2026Q2: 287 shares 287 $17.3K 0.01% -7 Timeline KIM KIMCO REALTY CORP More: the full row for KIMCO REALTY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 646 shares; 2026Q2: 644 shares 644 $16.3K <0.01% -2 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: 42 shares; 2024Q4: 56 shares; 2025Q1: 67 shares; 2025Q2: 76 shares; 2025Q3: 79 shares; 2025Q4: 70 shares; 2026Q1: 45 shares; 2026Q2: 44 shares 44 $15.9K <0.01% -1 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: 30 shares; 2024Q4: 30 shares; 2025Q1: not reported; 2025Q2: 12 shares; 2025Q3: 32 shares; 2025Q4: 32 shares; 2026Q1: 32 shares; 2026Q2: 32 shares 32 $15.3K <0.01% 0 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 64 shares 64 $14.3K <0.01% new 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: 257 shares; 2024Q4: 514 shares; 2025Q1: 514 shares; 2025Q2: 514 shares; 2025Q3: 514 shares; 2025Q4: 514 shares; 2026Q1: 514 shares; 2026Q2: 514 shares 514 $13.6K <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: 712 shares; 2024Q4: 712 shares; 2025Q1: 712 shares; 2025Q2: 712 shares; 2025Q3: 712 shares; 2025Q4: 712 shares; 2026Q1: 712 shares; 2026Q2: 712 shares 712 $13K <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: 4,184 shares; 2024Q4: 3,991 shares; 2025Q1: 12 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 221 shares; 2026Q2: 222 shares 222 $12.8K <0.01% +1 Timeline DRLL EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 378 shares; 2024Q4: 378 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 378 shares; 2026Q1: 378 shares; 2026Q2: 378 shares 378 $12.7K <0.01% 0 Timeline PFG PRINCIPAL FINANCIAL GROUP IN More: the full row for PRINCIPAL FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 86 shares; 2026Q2: 117 shares 117 $12.6K <0.01% +31 Timeline IWC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 70 shares; 2024Q4: 70 shares; 2025Q1: 70 shares; 2025Q2: 55 shares; 2025Q3: 55 shares; 2025Q4: 55 shares; 2026Q1: 55 shares; 2026Q2: 55 shares 55 $11K <0.01% 0 Timeline BETR BETTER HOME & FINANCE HOLDIN More: the full row for BETTER HOME & FINANCE HOLDIN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 400 shares 400 $11K <0.01% new Timeline EXPE EXPEDIA GROUP INC More: the full row for EXPEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 42 shares 42 $10.7K <0.01% new 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: 380 shares; 2024Q4: 381 shares; 2025Q1: 374 shares; 2025Q2: 383 shares; 2025Q3: 488 shares; 2025Q4: 480 shares; 2026Q1: 484 shares; 2026Q2: 211 shares 211 $10.5K <0.01% -273 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,114 shares; 2024Q4: 12,468 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 750 shares 750 $10.4K <0.01% new 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: 316 shares; 2024Q4: 315 shares; 2025Q1: 311 shares; 2025Q2: 319 shares; 2025Q3: 318 shares; 2025Q4: 286 shares; 2026Q1: 197 shares; 2026Q2: 123 shares 123 $9.88K <0.01% -74 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: 288 shares; 2024Q4: 288 shares; 2025Q1: 88 shares; 2025Q2: 88 shares; 2025Q3: 88 shares; 2025Q4: 88 shares; 2026Q1: 88 shares; 2026Q2: 124 shares 124 $9.56K <0.01% +36 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: 221 shares; 2024Q4: 191 shares; 2025Q1: 138 shares; 2025Q2: 141 shares; 2025Q3: 68 shares; 2025Q4: 32 shares; 2026Q1: 32 shares; 2026Q2: 32 shares 32 $9.3K <0.01% 0 Timeline ROKU ROKU INC More: the full row for ROKU INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,820 shares; 2024Q4: 15,997 shares; 2025Q1: 16,182 shares; 2025Q2: 16,525 shares; 2025Q3: 14,960 shares; 2025Q4: 78 shares; 2026Q1: 78 shares; 2026Q2: 67 shares 67 $9.26K <0.01% -11 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: 18,141 shares; 2024Q4: 18,543 shares; 2025Q1: 18,287 shares; 2025Q2: 19,093 shares; 2025Q3: 19,623 shares; 2025Q4: 66 shares; 2026Q1: 66 shares; 2026Q2: 66 shares 66 $9.22K <0.01% 0 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,284 shares; 2024Q4: 1,069 shares; 2025Q1: 12 shares; 2025Q2: 12 shares; 2025Q3: 12 shares; 2025Q4: 12 shares; 2026Q1: 12 shares; 2026Q2: 12 shares 12 $9.16K <0.01% 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 96 shares 96 $9.07K <0.01% new Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 287 shares; 2024Q4: 286 shares; 2025Q1: 284 shares; 2025Q2: 328 shares; 2025Q3: 327 shares; 2025Q4: 327 shares; 2026Q1: 177 shares; 2026Q2: 141 shares 141 $8.74K <0.01% -36 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: 1,745 shares; 2024Q4: 7,200 shares; 2025Q1: 6,688 shares; 2025Q2: 6,716 shares; 2025Q3: 6,731 shares; 2025Q4: 6,280 shares; 2026Q1: 6,251 shares; 2026Q2: 92 shares 92 $8.62K <0.01% -6,159 Timeline DYNF 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 122 shares 122 $8.3K <0.01% new 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 47 shares 47 $8.25K <0.01% new Timeline DRI DARDEN RESTAURANTS INC More: the full row for DARDEN RESTAURANTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 40 shares 40 $8.24K <0.01% new Timeline TLH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 81 shares 81 $8.13K <0.01% new Timeline PURR HYPERLIQUID STRATEGIES INC More: the full row for HYPERLIQUID STRATEGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,000 shares 1,000 $7.87K <0.01% new Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 772 shares; 2024Q4: 895 shares; 2025Q1: 135 shares; 2025Q2: 100 shares; 2025Q3: 78 shares; 2025Q4: 76 shares; 2026Q1: 76 shares; 2026Q2: 76 shares 76 $7.27K <0.01% 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 136 shares 136 $7.12K <0.01% new Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 76 shares; 2024Q4: 76 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 51 shares 51 $7.01K <0.01% new 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: 279 shares; 2024Q4: 253 shares; 2025Q1: 122 shares; 2025Q2: 126 shares; 2025Q3: 61 shares; 2025Q4: 27 shares; 2026Q1: 27 shares; 2026Q2: 27 shares 27 $6.55K <0.01% 0 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,084 shares; 2024Q4: 1,047 shares; 2025Q1: 6 shares; 2025Q2: 6 shares; 2025Q3: 6 shares; 2025Q4: 6 shares; 2026Q1: 6 shares; 2026Q2: 6 shares 6 $6.39K <0.01% 0 Timeline PAVE GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 723 shares; 2024Q4: 616 shares; 2025Q1: 456 shares; 2025Q2: 473 shares; 2025Q3: 228 shares; 2025Q4: 105 shares; 2026Q1: 105 shares; 2026Q2: 105 shares 105 $6.19K <0.01% 0 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 28 shares 28 $6.14K <0.01% new 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 79 shares 79 $6.05K <0.01% new Timeline LIT GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 208 shares; 2024Q4: 200 shares; 2025Q1: 45 shares; 2025Q2: 68 shares; 2025Q3: 33 shares; 2025Q4: 76 shares; 2026Q1: 76 shares; 2026Q2: 76 shares 76 $5.95K <0.01% 0 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: 17 shares; 2024Q4: 17 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 26 shares 26 $5.9K <0.01% new Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 21 shares; 2026Q2: 21 shares 21 $5.9K <0.01% 0 Timeline ARTY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 336 shares; 2025Q3: 169 shares; 2025Q4: 74 shares; 2026Q1: 74 shares; 2026Q2: 74 shares 74 $5.64K <0.01% 0 Timeline FISR SSGA ACTIVE TR More: the full row for SSGA ACTIVE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,373 shares; 2024Q4: 1,983 shares; 2025Q1: 4,792 shares; 2025Q2: 14,689 shares; 2025Q3: 337 shares; 2025Q4: 2,438 shares; 2026Q1: 5,427 shares; 2026Q2: 219 shares 219 $5.62K <0.01% -5,208 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,344 shares; 2024Q4: 21,192 shares; 2025Q1: 21,254 shares; 2025Q2: 21,753 shares; 2025Q3: 24,791 shares; 2025Q4: 28,263 shares; 2026Q1: 32,495 shares; 2026Q2: 126 shares 126 $5.44K <0.01% -32,369 Timeline ARMK ARAMARK More: the full row for ARAMARK Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 95 shares; 2026Q2: 95 shares 95 $5.41K <0.01% 0 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,723 shares; 2024Q4: 6,791 shares; 2025Q1: 6,729 shares; 2025Q2: 7,289 shares; 2025Q3: 7,457 shares; 2025Q4: 28 shares; 2026Q1: 28 shares; 2026Q2: 28 shares 28 $5.33K <0.01% 0 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 20 shares; 2025Q4: 20 shares; 2026Q1: 20 shares; 2026Q2: 20 shares 20 $5.11K <0.01% 0 Timeline STE STERIS PLC More: the full row for STERIS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,728 shares; 2026Q1: 72 shares; 2026Q2: 23 shares 23 $4.84K <0.01% -49 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 13 shares 13 $4.76K <0.01% new 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 88 shares 88 $4.64K <0.01% new Timeline TPR TAPESTRY INC More: the full row for TAPESTRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 83 shares; 2024Q4: 83 shares; 2025Q1: 54 shares; 2025Q2: 54 shares; 2025Q3: 41 shares; 2025Q4: 39 shares; 2026Q1: 31 shares; 2026Q2: 31 shares 31 $4.54K <0.01% 0 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,045 shares; 2024Q4: 9,981 shares; 2025Q1: 9,925 shares; 2025Q2: 9,083 shares; 2025Q3: 9,099 shares; 2025Q4: 41 shares; 2026Q1: 41 shares; 2026Q2: 41 shares 41 $4.19K <0.01% 0 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: 35 shares; 2024Q4: 35 shares; 2025Q1: 35 shares; 2025Q2: 24 shares; 2025Q3: 19 shares; 2025Q4: 19 shares; 2026Q1: 19 shares; 2026Q2: 15 shares 15 $4.03K <0.01% -4 Timeline MP MP MATERIALS CORP More: the full row for MP MATERIALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 70 shares; 2025Q4: 70 shares; 2026Q1: 70 shares; 2026Q2: 70 shares 70 $3.92K <0.01% 0 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 166 shares 166 $3.78K <0.01% new Timeline LULU LULULEMON ATHLETICA INC More: the full row for LULULEMON ATHLETICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,958 shares; 2024Q4: 3,331 shares; 2025Q1: 3,288 shares; 2025Q2: 3,380 shares; 2025Q3: 5,007 shares; 2025Q4: 7,086 shares; 2026Q1: 7,273 shares; 2026Q2: 33 shares 33 $3.77K <0.01% -7,240 Timeline CRH CRH PLC More: the full row for CRH PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,620 shares; 2025Q4: 34 shares; 2026Q1: 34 shares; 2026Q2: 34 shares 34 $3.64K <0.01% 0 Timeline IRM IRON MTN INC DEL More: the full row for IRON MTN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,125 shares; 2024Q4: 3,469 shares; 2025Q1: 3,442 shares; 2025Q2: 2,700 shares; 2025Q3: 2,692 shares; 2025Q4: 50 shares; 2026Q1: 28 shares; 2026Q2: 28 shares 28 $3.54K <0.01% 0 Timeline ALV AUTOLIV INC More: the full row for AUTOLIV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27 shares; 2024Q4: 27 shares; 2025Q1: 27 shares; 2025Q2: 27 shares; 2025Q3: 27 shares; 2025Q4: 30 shares; 2026Q1: 30 shares; 2026Q2: 30 shares 30 $3.48K <0.01% 0 Timeline STIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 34 shares 34 $3.47K <0.01% new 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 44 shares 44 $3.32K <0.01% new Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,174 shares; 2024Q4: 1,193 shares; 2025Q1: 1,140 shares; 2025Q2: 1,079 shares; 2025Q3: 1,098 shares; 2025Q4: 1,124 shares; 2026Q1: 1,092 shares; 2026Q2: 6 shares 6 $3.06K <0.01% -1,086 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: 6 shares; 2024Q4: 6 shares; 2025Q1: 6 shares; 2025Q2: 6 shares; 2025Q3: 6 shares; 2025Q4: 6 shares; 2026Q1: 6 shares; 2026Q2: 6 shares 6 $3.01K <0.01% 0 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: 250 shares; 2024Q4: 250 shares; 2025Q1: 250 shares; 2025Q2: 339 shares; 2025Q3: 44 shares; 2025Q4: 19 shares; 2026Q1: 19 shares; 2026Q2: 19 shares 19 $3.01K <0.01% 0 Timeline SHV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,425 shares; 2024Q4: 5,540 shares; 2025Q1: 5,131 shares; 2025Q2: 164 shares; 2025Q3: 164 shares; 2025Q4: not reported; 2026Q1: 30 shares; 2026Q2: 27 shares 27 $2.98K <0.01% -3 Timeline TOL TOLL BROTHERS INC More: the full row for TOLL BROTHERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 18 shares 18 $2.97K <0.01% new 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: 3,459 shares; 2024Q4: 3,429 shares; 2025Q1: 7 shares; 2025Q2: 7 shares; 2025Q3: 7 shares; 2025Q4: 7 shares; 2026Q1: 7 shares; 2026Q2: 7 shares 7 $2.94K <0.01% 0 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,702 shares; 2024Q4: 5,432 shares; 2025Q1: 5,404 shares; 2025Q2: 5,392 shares; 2025Q3: 5,371 shares; 2025Q4: 4,968 shares; 2026Q1: 159 shares; 2026Q2: 51 shares 51 $2.83K <0.01% -108 Timeline SPGP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 164 shares; 2024Q4: 141 shares; 2025Q1: 103 shares; 2025Q2: 112 shares; 2025Q3: 57 shares; 2025Q4: 23 shares; 2026Q1: 23 shares; 2026Q2: 23 shares 23 $2.81K <0.01% 0 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,710 shares; 2024Q4: 7,108 shares; 2025Q1: 7,491 shares; 2025Q2: 7,808 shares; 2025Q3: 6,465 shares; 2025Q4: 8,594 shares; 2026Q1: 8,606 shares; 2026Q2: 39 shares 39 $2.8K <0.01% -8,567 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 435 shares; 2024Q4: 435 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13 shares; 2026Q1: 30 shares; 2026Q2: 30 shares 30 $2.77K <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: 60 shares; 2024Q4: 108 shares; 2025Q1: 8 shares; 2025Q2: 8 shares; 2025Q3: 8 shares; 2025Q4: 8 shares; 2026Q1: 8 shares; 2026Q2: 8 shares 8 $2.73K <0.01% 0 Timeline THRO 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 62 shares 62 $2.67K <0.01% new 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: 2,217 shares; 2024Q4: 2,143 shares; 2025Q1: 10 shares; 2025Q2: 10 shares; 2025Q3: 10 shares; 2025Q4: 10 shares; 2026Q1: 10 shares; 2026Q2: 10 shares 10 $2.56K <0.01% 0 Timeline DTCR GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 573 shares; 2024Q4: 493 shares; 2025Q1: 362 shares; 2025Q2: 384 shares; 2025Q3: 193 shares; 2025Q4: 83 shares; 2026Q1: 83 shares; 2026Q2: 83 shares 83 $2.52K <0.01% 0 Timeline POR PORTLAND GEN ELEC CO More: the full row for PORTLAND GEN ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 41 shares; 2024Q4: 41 shares; 2025Q1: 41 shares; 2025Q2: 48 shares; 2025Q3: 48 shares; 2025Q4: 48 shares; 2026Q1: 48 shares; 2026Q2: 48 shares 48 $2.49K <0.01% 0 Timeline NXTG 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: 116 shares; 2024Q4: 100 shares; 2025Q1: 73 shares; 2025Q2: 75 shares; 2025Q3: 36 shares; 2025Q4: 16 shares; 2026Q1: 16 shares; 2026Q2: 16 shares 16 $2.45K <0.01% 0 Timeline FERG FERGUSON ENTERPRISES INC More: the full row for FERGUSON ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10 shares; 2025Q4: 10 shares; 2026Q1: 10 shares; 2026Q2: 10 shares 10 $2.37K <0.01% 0 Timeline IHAK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 275 shares; 2024Q4: 237 shares; 2025Q1: 173 shares; 2025Q2: 182 shares; 2025Q3: 90 shares; 2025Q4: 39 shares; 2026Q1: 39 shares; 2026Q2: 39 shares 39 $2.37K <0.01% 0 Timeline WMG WARNER MUSIC GROUP CORP More: the full row for WARNER MUSIC GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 79 shares; 2026Q2: 79 shares 79 $2.14K <0.01% 0 Timeline ZBRA ZEBRA TECHNOLOGIES CORPORATI More: the full row for ZEBRA TECHNOLOGIES CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8 shares; 2024Q4: 8 shares; 2025Q1: 8 shares; 2025Q2: 8 shares; 2025Q3: 8 shares; 2025Q4: 8 shares; 2026Q1: 8 shares; 2026Q2: 8 shares 8 $2.11K <0.01% 0 Timeline TWLO TWILIO INC More: the full row for TWILIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 175 shares; 2024Q4: 175 shares; 2025Q1: 153 shares; 2025Q2: 131 shares; 2025Q3: 122 shares; 2025Q4: 122 shares; 2026Q1: 122 shares; 2026Q2: 10 shares 10 $2.06K <0.01% -112 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6 shares 6 $2.06K <0.01% new Timeline KDP KEURIG DR PEPPER INC More: the full row for KEURIG DR PEPPER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,596 shares; 2025Q2: 8,576 shares; 2025Q3: 8,556 shares; 2025Q4: 7,740 shares; 2026Q1: 52 shares; 2026Q2: 52 shares 52 $1.7K <0.01% 0 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: 3 shares; 2024Q4: 3 shares; 2025Q1: 3 shares; 2025Q2: 3 shares; 2025Q3: 3 shares; 2025Q4: 3 shares; 2026Q1: 3 shares; 2026Q2: 3 shares 3 $1.68K <0.01% 0 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,657 shares; 2024Q4: 1,589 shares; 2025Q1: 1,564 shares; 2025Q2: 1,563 shares; 2025Q3: 1,545 shares; 2025Q4: 1,439 shares; 2026Q1: 1,423 shares; 2026Q2: 10 shares 10 $1.68K <0.01% -1,413 Timeline ICVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,511 shares; 2024Q4: 10,431 shares; 2025Q1: 16 shares; 2025Q2: 16 shares; 2025Q3: 16 shares; 2025Q4: 8 shares; 2026Q1: 8 shares; 2026Q2: 13 shares 13 $1.58K <0.01% +5 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,675 shares; 2024Q4: 2,799 shares; 2025Q1: 686 shares; 2025Q2: 958 shares; 2025Q3: 1,137 shares; 2025Q4: 1,073 shares; 2026Q1: 38 shares; 2026Q2: 7 shares 7 $1.44K <0.01% -31 Timeline FIW 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: 89 shares; 2024Q4: 76 shares; 2025Q1: 55 shares; 2025Q2: 59 shares; 2025Q3: 29 shares; 2025Q4: 12 shares; 2026Q1: 12 shares; 2026Q2: 12 shares 12 $1.31K <0.01% 0 Timeline TIPX 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: 55 shares; 2024Q4: 56 shares; 2025Q1: 65 shares; 2025Q2: 65 shares; 2025Q3: 64 shares; 2025Q4: 66 shares; 2026Q1: 64 shares; 2026Q2: 68 shares 68 $1.29K <0.01% +4 Timeline WDAY WORKDAY INC More: the full row for WORKDAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,143 shares; 2024Q4: 1,098 shares; 2025Q1: 1,087 shares; 2025Q2: 1,482 shares; 2025Q3: 1,692 shares; 2025Q4: 1,564 shares; 2026Q1: 31 shares; 2026Q2: 10 shares 10 $1.22K <0.01% -21 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 25 shares; 2025Q4: 25 shares; 2026Q1: 25 shares; 2026Q2: 25 shares 25 $1.21K <0.01% 0 Timeline ARKG ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 148 shares; 2024Q4: 140 shares; 2025Q1: 114 shares; 2025Q2: 160 shares; 2025Q3: 61 shares; 2025Q4: 28 shares; 2026Q1: 28 shares; 2026Q2: 28 shares 28 $1.18K <0.01% 0 Timeline IAUM ISHARES GOLD TRUST MICRO More: the full row for ISHARES GOLD TRUST MICRO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 37 shares; 2024Q4: 82 shares; 2025Q1: 82 shares; 2025Q2: 66 shares; 2025Q3: 66 shares; 2025Q4: 55 shares; 2026Q1: 49 shares; 2026Q2: 25 shares 25 $1K <0.01% -24 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: 442 shares; 2024Q4: 439 shares; 2025Q1: 9 shares; 2025Q2: 9 shares; 2025Q3: 9 shares; 2025Q4: 9 shares; 2026Q1: 9 shares; 2026Q2: 9 shares 9 $985 <0.01% 0 Timeline GRID FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 35 shares; 2024Q4: 29 shares; 2025Q1: 21 shares; 2025Q2: 22 shares; 2025Q3: 11 shares; 2025Q4: 5 shares; 2026Q1: 5 shares; 2026Q2: 5 shares 5 $959 <0.01% 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: 44 shares; 2024Q4: 30 shares; 2025Q1: 30 shares; 2025Q2: 30 shares; 2025Q3: 30 shares; 2025Q4: 30 shares; 2026Q1: 30 shares; 2026Q2: 30 shares 30 $926 <0.01% 0 Timeline FAN 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: 215 shares; 2024Q4: 184 shares; 2025Q1: 132 shares; 2025Q2: 154 shares; 2025Q3: 80 shares; 2025Q4: 35 shares; 2026Q1: 35 shares; 2026Q2: 35 shares 35 $874 <0.01% 0 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10 shares; 2025Q4: 10 shares; 2026Q1: 10 shares; 2026Q2: 10 shares 10 $847 <0.01% 0 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 147 shares; 2024Q4: 156 shares; 2025Q1: 6 shares; 2025Q2: 18 shares; 2025Q3: 22 shares; 2025Q4: 4 shares; 2026Q1: 13 shares; 2026Q2: 5 shares 5 $821 <0.01% -8 Timeline HYDB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 16 shares 16 $748 <0.01% new 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: 2 shares; 2024Q4: 2 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3 shares 3 $727 <0.01% new Timeline AGNG GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 122 shares; 2024Q4: 106 shares; 2025Q1: 78 shares; 2025Q2: 83 shares; 2025Q3: 41 shares; 2025Q4: 17 shares; 2026Q1: 17 shares; 2026Q2: 17 shares 17 $612 <0.01% 0 Timeline HEAL GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 40 shares; 2025Q4: 16 shares; 2026Q1: 16 shares; 2026Q2: 16 shares 16 $441 <0.01% 0 Timeline SPEU 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: 41 shares; 2024Q4: 41 shares; 2025Q1: 2,547 shares; 2025Q2: 128 shares; 2025Q3: 128 shares; 2025Q4: 6 shares; 2026Q1: 6 shares; 2026Q2: 6 shares 6 $329 <0.01% 0 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: 63 shares; 2024Q4: 63 shares; 2025Q1: not reported; 2025Q2: 2 shares; 2025Q3: 2 shares; 2025Q4: 2 shares; 2026Q1: 3 shares; 2026Q2: 3 shares 3 $286 <0.01% 0 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1 shares; 2025Q3: 1 shares; 2025Q4: 1 shares; 2026Q1: 1 shares; 2026Q2: 1 shares 1 $118 <0.01% 0 Timeline WBD WARNER BROS DISCOVERY INC More: the full row for WARNER BROS DISCOVERY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 111 shares; 2024Q4: 111 shares; 2025Q1: 4 shares; 2025Q2: 4 shares; 2025Q3: 4 shares; 2025Q4: 4 shares; 2026Q1: 4 shares; 2026Q2: 4 shares 4 $107 <0.01% 0 Timeline BTE BAYTEX ENERGY CORP More: the full row for BAYTEX ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7 shares; 2024Q4: 7 shares; 2025Q1: 7 shares; 2025Q2: 7 shares; 2025Q3: 7 shares; 2025Q4: 7 shares; 2026Q1: 7 shares; 2026Q2: 7 shares 7 $28 <0.01% 0 Timeline BUZZ 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: 0 shares; 2024Q4: 0 shares; 2025Q1: 0 shares; 2025Q2: 0 shares; 2025Q3: 0 shares; 2025Q4: 0 shares; 2026Q1: 0 shares; 2026Q2: 0 shares 0 $2 <0.01% 0 Amount filed as zero, left out of ratios. Timeline