CVIE MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 93,546 shares; 2025Q2: 253,825 shares; 2025Q3: 286,826 shares; 2025Q4: 310,122 shares; 2026Q1: 360,720 shares; 2026Q2: 395,225 shares 395,225 $33.6M 6.14% +34,505 Timeline CVLC MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 98,536 shares; 2025Q1: 135,368 shares; 2025Q2: 145,608 shares; 2025Q3: 162,100 shares; 2025Q4: 174,021 shares; 2026Q1: 219,195 shares; 2026Q2: 242,957 shares 242,957 $23M 4.2% +23,762 Timeline SMMD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 49,094 shares; 2025Q1: 83,607 shares; 2025Q2: 92,198 shares; 2025Q3: 100,464 shares; 2025Q4: 109,786 shares; 2026Q1: 126,214 shares; 2026Q2: 136,447 shares 136,447 $12.5M 2.29% +10,233 Timeline FRDM EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 175,600 shares; 2025Q1: 192,689 shares; 2025Q2: 196,276 shares; 2025Q3: 203,630 shares; 2025Q4: 206,005 shares; 2026Q1: 164,424 shares; 2026Q2: 170,469 shares 170,469 $12.4M 2.27% +6,045 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 2,025 shares; 2025Q2: 2,025 shares; 2025Q3: 2,260 shares; 2025Q4: 2,260 shares; 2026Q1: 187,733 shares; 2026Q2: 332,494 shares 332,494 $11.3M 2.06% +144,761 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 11,552 shares; 2025Q1: 17,501 shares; 2025Q2: 34,205 shares; 2025Q3: 33,238 shares; 2025Q4: 35,881 shares; 2026Q1: 46,389 shares; 2026Q2: 50,737 shares 50,737 $10.2M 1.86% +4,348 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 20,541 shares; 2025Q1: 24,263 shares; 2025Q2: 24,958 shares; 2025Q3: 26,279 shares; 2025Q4: 27,019 shares; 2026Q1: 29,196 shares; 2026Q2: 33,562 shares 33,562 $9.71M 1.78% +4,366 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,561 shares; 2025Q1: 1,462 shares; 2025Q2: 1,482 shares; 2025Q3: 1,515 shares; 2025Q4: 1,499 shares; 2026Q1: 11,586 shares; 2026Q2: 11,454 shares 11,454 $8.55M 1.56% -132 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 4,709 shares; 2025Q1: 3,337 shares; 2025Q2: 3,355 shares; 2025Q3: 3,397 shares; 2025Q4: 3,333 shares; 2026Q1: 12,304 shares; 2026Q2: 11,821 shares 11,821 $8.12M 1.48% -483 Timeline EAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 13,589 shares; 2025Q2: 28,745 shares; 2025Q3: 41,438 shares; 2025Q4: 62,233 shares; 2026Q1: 119,307 shares; 2026Q2: 148,835 shares 148,835 $7.06M 1.29% +29,528 Timeline GRNB VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 179,166 shares; 2025Q1: 215,050 shares; 2025Q2: 242,631 shares; 2025Q3: 280,710 shares; 2025Q4: 313,807 shares; 2026Q1: 264,704 shares; 2026Q2: 292,147 shares 292,147 $7.05M 1.29% +27,443 Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 62,151 shares; 2025Q1: 77,113 shares; 2025Q2: 77,848 shares; 2025Q3: 77,698 shares; 2025Q4: 89,042 shares; 2026Q1: 93,053 shares; 2026Q2: 90,084 shares 90,084 $6.91M 1.26% -2,969 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 3,181 shares; 2025Q1: 3,779 shares; 2025Q2: 3,685 shares; 2025Q3: 4,517 shares; 2025Q4: 4,713 shares; 2026Q1: 7,586 shares; 2026Q2: 9,151 shares 9,151 $6.77M 1.24% +1,565 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 8,207 shares; 2025Q1: 9,581 shares; 2025Q2: 9,997 shares; 2025Q3: 10,202 shares; 2025Q4: 10,108 shares; 2026Q1: 14,662 shares; 2026Q2: 16,739 shares 16,739 $6.24M 1.14% +2,077 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 426 shares; 2025Q2: 607 shares; 2025Q3: 629 shares; 2025Q4: 8,333 shares; 2026Q1: 12,500 shares; 2026Q2: 62,505 shares 62,505 $6.02M 1.1% +50,005 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 loaded; 2024Q4: not reported; 2025Q1: 1,147 shares; 2025Q2: 1,195 shares; 2025Q3: 1,881 shares; 2025Q4: 1,959 shares; 2026Q1: 27,025 shares; 2026Q2: 27,069 shares 27,069 $5.94M 1.09% +44 Timeline VDC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 19,931 shares; 2025Q1: 25,154 shares; 2025Q2: 25,124 shares; 2025Q3: 25,034 shares; 2025Q4: 25,899 shares; 2026Q1: 25,288 shares; 2026Q2: 25,075 shares 25,075 $5.65M 1.03% -213 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 1,988 shares; 2025Q2: 4,409 shares; 2025Q3: 4,288 shares; 2025Q4: 3,444 shares; 2026Q1: 40,874 shares; 2026Q2: 62,179 shares 62,179 $5.46M 1% +21,305 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 6,752 shares; 2025Q1: 9,185 shares; 2025Q2: 9,593 shares; 2025Q3: 10,403 shares; 2025Q4: 10,522 shares; 2026Q1: 17,938 shares; 2026Q2: 21,909 shares 21,909 $5.22M 0.95% +3,971 Timeline FNDB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 168,076 shares; 2026Q2: 166,973 shares 166,973 $5.09M 0.93% -1,103 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 70,281 shares; 2025Q1: 71,842 shares; 2025Q2: 69,289 shares; 2025Q3: 69,237 shares; 2025Q4: 67,855 shares; 2026Q1: 64,031 shares; 2026Q2: 65,845 shares 65,845 $5.08M 0.93% +1,814 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 7,702 shares; 2025Q1: 9,510 shares; 2025Q2: 9,837 shares; 2025Q3: 10,253 shares; 2025Q4: 9,984 shares; 2026Q1: 13,015 shares; 2026Q2: 13,972 shares 13,972 $4.99M 0.91% +957 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 240 shares; 2025Q2: 215 shares; 2025Q3: 572 shares; 2025Q4: 618 shares; 2026Q1: 79,418 shares; 2026Q2: 89,801 shares 89,801 $4.53M 0.83% +10,383 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 16,615 shares; 2025Q1: 889 shares; 2025Q2: 40,823 shares; 2025Q3: 45,489 shares; 2025Q4: 48,039 shares; 2026Q1: 55,922 shares; 2026Q2: 55,808 shares 55,808 $4.46M 0.82% -114 Timeline FNDF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 256 shares; 2025Q2: 411 shares; 2025Q3: 409 shares; 2025Q4: 444 shares; 2026Q1: 60,732 shares; 2026Q2: 77,089 shares 77,089 $4.07M 0.74% +16,357 Timeline NUSC NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 73,092 shares; 2025Q1: 79,698 shares; 2025Q2: 77,730 shares; 2025Q3: 79,400 shares; 2025Q4: 77,805 shares; 2026Q1: 75,601 shares; 2026Q2: 77,279 shares 77,279 $4.03M 0.74% +1,678 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 7,917 shares; 2025Q1: 11,513 shares; 2025Q2: 12,051 shares; 2025Q3: 10,602 shares; 2025Q4: 6,710 shares; 2026Q1: 16,135 shares; 2026Q2: 10,916 shares 10,916 $3.86M 0.7% -5,219 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 24,599 shares; 2026Q2: 32,130 shares 32,130 $3.76M 0.69% +7,531 Timeline PSLV SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 185,912 shares; 2025Q1: 190,050 shares; 2025Q2: 197,450 shares; 2025Q3: 199,550 shares; 2025Q4: 199,200 shares; 2026Q1: 195,960 shares; 2026Q2: 194,160 shares 194,160 $3.66M 0.67% -1,800 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 4,554 shares; 2025Q1: 8,309 shares; 2025Q2: 8,387 shares; 2025Q3: 7,566 shares; 2025Q4: 7,401 shares; 2026Q1: 37,379 shares; 2026Q2: 42,064 shares 42,064 $3.48M 0.64% +4,685 Timeline SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 377 shares; 2025Q2: 377 shares; 2025Q3: 360 shares; 2025Q4: 360 shares; 2026Q1: 86,890 shares; 2026Q2: 90,225 shares 90,225 $3.14M 0.57% +3,335 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 3,692 shares; 2025Q1: 5,374 shares; 2025Q2: 5,346 shares; 2025Q3: 4,872 shares; 2025Q4: 5,631 shares; 2026Q1: 7,843 shares; 2026Q2: 8,013 shares 8,013 $3.03M 0.55% +170 Timeline IDEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 3,920 shares; 2025Q1: 4,311 shares; 2025Q2: 4,556 shares; 2025Q3: 4,994 shares; 2025Q4: 5,003 shares; 2026Q1: 31,594 shares; 2026Q2: 33,401 shares 33,401 $2.97M 0.54% +1,807 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,931 shares; 2025Q1: 4,143 shares; 2025Q2: 4,895 shares; 2025Q3: 5,599 shares; 2025Q4: 5,467 shares; 2026Q1: 6,953 shares; 2026Q2: 9,077 shares 9,077 $2.97M 0.54% +2,124 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 9,327 shares; 2025Q1: 8,291 shares; 2025Q2: 7,043 shares; 2025Q3: 7,660 shares; 2025Q4: 9,719 shares; 2026Q1: 34,597 shares; 2026Q2: 38,873 shares 38,873 $2.85M 0.52% +4,276 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 493 shares; 2025Q1: 914 shares; 2025Q2: 1,238 shares; 2025Q3: 1,523 shares; 2025Q4: 1,410 shares; 2026Q1: 1,627 shares; 2026Q2: 2,376 shares 2,376 $2.85M 0.52% +749 Timeline BPRE BLUEROCK PVT REAL ESTATE FD More: the full row for BLUEROCK PVT REAL ESTATE FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 254,779 shares; 2026Q1: 234,769 shares; 2026Q2: 212,056 shares 212,056 $2.76M 0.5% -22,713 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 3,765 shares; 2025Q2: 5,635 shares; 2025Q3: 6,139 shares; 2025Q4: 5,666 shares; 2026Q1: 22,857 shares; 2026Q2: 38,569 shares 38,569 $2.71M 0.49% +15,712 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 937 shares; 2025Q2: 1,293 shares; 2025Q3: 1,357 shares; 2025Q4: 1,405 shares; 2026Q1: 9,250 shares; 2026Q2: 12,397 shares 12,397 $2.65M 0.49% +3,147 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 23 shares; 2025Q2: 981 shares; 2025Q3: 996 shares; 2025Q4: 21,694 shares; 2026Q1: 27,565 shares; 2026Q2: 16,247 shares 16,247 $2.57M 0.47% -11,318 Timeline JPLD J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 968 shares; 2025Q2: 968 shares; 2025Q3: 968 shares; 2025Q4: 968 shares; 2026Q1: 28,739 shares; 2026Q2: 48,568 shares 48,568 $2.53M 0.46% +19,829 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 13,784 shares; 2025Q1: 38,788 shares; 2025Q2: 39,119 shares; 2025Q3: 35,285 shares; 2025Q4: 38,933 shares; 2026Q1: 80,107 shares; 2026Q2: 90,705 shares 90,705 $2.51M 0.46% +10,598 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,960 shares; 2025Q1: 2,905 shares; 2025Q2: 2,878 shares; 2025Q3: 2,922 shares; 2025Q4: 2,357 shares; 2026Q1: 3,311 shares; 2026Q2: 6,788 shares 6,788 $2.51M 0.46% +3,477 Timeline JNK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 5,901 shares; 2025Q1: 724 shares; 2025Q2: 17,511 shares; 2025Q3: 19,296 shares; 2025Q4: 21,064 shares; 2026Q1: 26,553 shares; 2026Q2: 25,747 shares 25,747 $2.48M 0.45% -806 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,468 shares; 2025Q1: 2,680 shares; 2025Q2: 3,124 shares; 2025Q3: 3,249 shares; 2025Q4: 2,902 shares; 2026Q1: 3,758 shares; 2026Q2: 4,374 shares 4,374 $2.46M 0.45% +616 Timeline EVSM MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 41,624 shares; 2026Q2: 47,335 shares 47,335 $2.38M 0.44% +5,711 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 638 shares; 2025Q2: 680 shares; 2025Q3: 682 shares; 2025Q4: 31,996 shares; 2026Q1: 38,129 shares; 2026Q2: 27,867 shares 27,867 $2.3M 0.42% -10,262 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 241 shares; 2025Q2: 380 shares; 2025Q3: 380 shares; 2025Q4: 802 shares; 2026Q1: 1,846 shares; 2026Q2: 1,946 shares 1,946 $2.25M 0.41% +100 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,661 shares; 2025Q1: 7,277 shares; 2025Q2: 7,573 shares; 2025Q3: 8,584 shares; 2025Q4: 9,701 shares; 2026Q1: 17,849 shares; 2026Q2: 22,482 shares 22,482 $2.23M 0.41% +4,633 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 15,545 shares; 2025Q1: 16,737 shares; 2025Q2: 16,791 shares; 2025Q3: 17,091 shares; 2025Q4: 15,705 shares; 2026Q1: 17,308 shares; 2026Q2: 18,973 shares 18,973 $2.15M 0.39% +1,665 Timeline NACP TIDAL TRUST III More: the full row for TIDAL TRUST III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 35,709 shares; 2025Q1: 35,432 shares; 2025Q2: 35,082 shares; 2025Q3: 35,082 shares; 2025Q4: 34,832 shares; 2026Q1: 34,794 shares; 2026Q2: 34,644 shares 34,644 $2.11M 0.39% -150 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 5,844 shares; 2025Q1: 5,886 shares; 2025Q2: 6,082 shares; 2025Q3: 6,386 shares; 2025Q4: 5,377 shares; 2026Q1: 6,720 shares; 2026Q2: 8,159 shares 8,159 $2.07M 0.38% +1,439 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 55,073 shares; 2025Q1: 56,005 shares; 2025Q2: 55,941 shares; 2025Q3: 56,433 shares; 2025Q4: 56,431 shares; 2026Q1: 60,390 shares; 2026Q2: 63,835 shares 63,835 $2.04M 0.37% +3,445 Timeline SUSC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 122,603 shares; 2025Q1: 137,103 shares; 2025Q2: 122,917 shares; 2025Q3: 123,907 shares; 2025Q4: 119,021 shares; 2026Q1: 80,980 shares; 2026Q2: 84,767 shares 84,767 $1.96M 0.36% +3,787 Timeline SPMD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 85 shares; 2025Q2: 85 shares; 2025Q3: 85 shares; 2025Q4: 71 shares; 2026Q1: 29,924 shares; 2026Q2: 28,969 shares 28,969 $1.96M 0.36% -955 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 1,684 shares; 2025Q2: 2,436 shares; 2025Q3: 2,315 shares; 2025Q4: 2,886 shares; 2026Q1: 13,762 shares; 2026Q2: 14,159 shares 14,159 $1.94M 0.35% +397 Timeline SCHJ SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 63,050 shares; 2026Q2: 78,377 shares 78,377 $1.93M 0.35% +15,327 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 5,424 shares; 2025Q1: 6,444 shares; 2025Q2: 6,509 shares; 2025Q3: 6,538 shares; 2025Q4: 7,751 shares; 2026Q1: 7,264 shares; 2026Q2: 6,446 shares 6,446 $1.93M 0.35% -818 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,323 shares; 2025Q1: 2,743 shares; 2025Q2: 2,762 shares; 2025Q3: 4,030 shares; 2025Q4: 2,786 shares; 2026Q1: 3,606 shares; 2026Q2: 4,017 shares 4,017 $1.92M 0.35% +411 Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 3,281 shares; 2025Q2: 3,368 shares; 2025Q3: 3,402 shares; 2025Q4: 51,124 shares; 2026Q1: 54,550 shares; 2026Q2: 41,466 shares 41,466 $1.91M 0.35% -13,084 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 7,496 shares; 2025Q1: 7,764 shares; 2025Q2: 7,259 shares; 2025Q3: 7,297 shares; 2025Q4: 7,176 shares; 2026Q1: 7,970 shares; 2026Q2: 7,399 shares 7,399 $1.87M 0.34% -571 Timeline PHYS SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 57,334 shares; 2025Q1: 56,950 shares; 2025Q2: 59,750 shares; 2025Q3: 59,650 shares; 2025Q4: 59,650 shares; 2026Q1: 59,600 shares; 2026Q2: 59,600 shares 59,600 $1.8M 0.33% 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: not loaded; 2024Q4: 1,183 shares; 2025Q1: 3,397 shares; 2025Q2: 3,441 shares; 2025Q3: 3,392 shares; 2025Q4: 1,325 shares; 2026Q1: 1,469 shares; 2026Q2: 1,662 shares 1,662 $1.77M 0.32% +193 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 5,366 shares; 2025Q1: 5,393 shares; 2025Q2: 5,635 shares; 2025Q3: 5,537 shares; 2025Q4: 11,123 shares; 2026Q1: 28,033 shares; 2026Q2: 30,864 shares 30,864 $1.64M 0.3% +2,831 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,037 shares; 2025Q1: 1,791 shares; 2025Q2: 2,418 shares; 2025Q3: 2,796 shares; 2025Q4: 2,531 shares; 2026Q1: 2,917 shares; 2026Q2: 3,859 shares 3,859 $1.62M 0.3% +942 Timeline CVSB MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 1,972 shares; 2025Q2: 5,864 shares; 2025Q3: 8,206 shares; 2025Q4: 13,056 shares; 2026Q1: 23,076 shares; 2026Q2: 31,179 shares 31,179 $1.58M 0.29% +8,103 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,550 shares; 2025Q1: 2,487 shares; 2025Q2: 2,469 shares; 2025Q3: 2,698 shares; 2025Q4: 2,836 shares; 2026Q1: 5,538 shares; 2026Q2: 13,361 shares 13,361 $1.57M 0.29% +7,823 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 759 shares; 2025Q2: 741 shares; 2025Q3: 705 shares; 2025Q4: 361 shares; 2026Q1: 406 shares; 2026Q2: 5,155 shares 5,155 $1.56M 0.28% +4,749 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 88 shares; 2025Q2: 508 shares; 2025Q3: 792 shares; 2025Q4: 906 shares; 2026Q1: 2,125 shares; 2026Q2: 2,670 shares 2,670 $1.55M 0.28% +545 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,100 shares; 2026Q2: 7,997 shares 7,997 $1.52M 0.28% +1,897 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 50 shares; 2025Q2: 65 shares; 2025Q3: 65 shares; 2025Q4: 768 shares; 2026Q1: 6,395 shares; 2026Q2: 8,090 shares 8,090 $1.5M 0.27% +1,695 Timeline QLV FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 16,108 shares; 2026Q1: 25,899 shares; 2026Q2: 19,627 shares 19,627 $1.48M 0.27% -6,272 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 3,733 shares; 2025Q1: 5,799 shares; 2025Q2: 5,784 shares; 2025Q3: 5,825 shares; 2025Q4: 5,954 shares; 2026Q1: 15,262 shares; 2026Q2: 15,258 shares 15,258 $1.47M 0.27% -4 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 5,979 shares; 2025Q1: 8,998 shares; 2025Q2: 9,355 shares; 2025Q3: 9,174 shares; 2025Q4: 5,766 shares; 2026Q1: 9,153 shares; 2026Q2: 10,458 shares 10,458 $1.43M 0.26% +1,305 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: not loaded; 2024Q4: 3,556 shares; 2025Q1: 3,531 shares; 2025Q2: 3,531 shares; 2025Q3: 3,531 shares; 2025Q4: 3,531 shares; 2026Q1: 5,424 shares; 2026Q2: 3,828 shares 3,828 $1.41M 0.26% -1,596 Timeline GARP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 12 shares; 2025Q2: 12 shares; 2025Q3: 12 shares; 2025Q4: 12 shares; 2026Q1: 16,520 shares; 2026Q2: 16,554 shares 16,554 $1.37M 0.25% +34 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,896 shares; 2025Q1: 1,980 shares; 2025Q2: 1,808 shares; 2025Q3: 1,947 shares; 2025Q4: 2,122 shares; 2026Q1: 12,720 shares; 2026Q2: 12,384 shares 12,384 $1.33M 0.24% -336 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 104 shares; 2025Q2: 104 shares; 2025Q3: 104 shares; 2025Q4: 2,791 shares; 2026Q1: 14,979 shares; 2026Q2: 13,205 shares 13,205 $1.27M 0.23% -1,774 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,119 shares; 2025Q1: 2,119 shares; 2025Q2: 1,995 shares; 2025Q3: 2,101 shares; 2025Q4: 997 shares; 2026Q1: 2,107 shares; 2026Q2: 4,501 shares 4,501 $1.26M 0.23% +2,394 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 3,074 shares; 2025Q1: 3,560 shares; 2025Q2: 3,683 shares; 2025Q3: 3,461 shares; 2025Q4: 3,770 shares; 2026Q1: 5,069 shares; 2026Q2: 8,562 shares 8,562 $1.26M 0.23% +3,493 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,641 shares; 2025Q1: 2,477 shares; 2025Q2: 2,357 shares; 2025Q3: 2,080 shares; 2025Q4: 3,724 shares; 2026Q1: 7,355 shares; 2026Q2: 9,768 shares 9,768 $1.26M 0.23% +2,413 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 16,451 shares; 2025Q1: 5,345 shares; 2025Q2: 6,107 shares; 2025Q3: 6,796 shares; 2025Q4: 7,127 shares; 2026Q1: 20,058 shares; 2026Q2: 25,786 shares 25,786 $1.25M 0.23% +5,728 Timeline OHI OMEGA HEALTHCARE INVS INC More: the full row for OMEGA HEALTHCARE INVS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 23,959 shares; 2025Q1: 26,848 shares; 2025Q2: 27,614 shares; 2025Q3: 28,121 shares; 2025Q4: 26,228 shares; 2026Q1: 25,810 shares; 2026Q2: 25,970 shares 25,970 $1.24M 0.23% +160 Timeline SCHZ SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 487 shares; 2025Q2: 487 shares; 2025Q3: 1,077 shares; 2025Q4: 7,314 shares; 2026Q1: 51,925 shares; 2026Q2: 53,079 shares 53,079 $1.23M 0.22% +1,154 Timeline JMUB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 23,745 shares; 2026Q2: 24,152 shares 24,152 $1.22M 0.22% +407 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 5,971 shares; 2025Q2: 6,705 shares; 2025Q3: 7,384 shares; 2025Q4: 4,075 shares; 2026Q1: 7,540 shares; 2026Q2: 10,505 shares 10,505 $1.21M 0.22% +2,965 Timeline SYF SYNCHRONY FINANCIAL More: the full row for SYNCHRONY FINANCIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 9,526 shares; 2025Q2: 9,190 shares; 2025Q3: 14,703 shares; 2025Q4: 14,512 shares; 2026Q1: 15,861 shares; 2026Q2: 15,804 shares 15,804 $1.2M 0.22% -57 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 4,485 shares; 2025Q1: 7,283 shares; 2025Q2: 7,864 shares; 2025Q3: 5,324 shares; 2025Q4: 6,071 shares; 2026Q1: 7,999 shares; 2026Q2: 8,154 shares 8,154 $1.2M 0.22% +155 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 527 shares; 2025Q2: 518 shares; 2025Q3: 524 shares; 2025Q4: 651 shares; 2026Q1: 1,634 shares; 2026Q2: 1,626 shares 1,626 $1.18M 0.21% -8 Timeline WPM WHEATON PRECIOUS METALS CORP More: the full row for WHEATON PRECIOUS METALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 10,719 shares; 2025Q1: 9,634 shares; 2025Q2: 9,584 shares; 2025Q3: 10,205 shares; 2025Q4: 10,144 shares; 2026Q1: 10,293 shares; 2026Q2: 10,398 shares 10,398 $1.17M 0.21% +105 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 721 shares; 2025Q2: 838 shares; 2025Q3: 838 shares; 2025Q4: 838 shares; 2026Q1: 21,970 shares; 2026Q2: 23,019 shares 23,019 $1.16M 0.21% +1,049 Timeline CCJ CAMECO CORP More: the full row for CAMECO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 17,325 shares; 2025Q1: 17,675 shares; 2025Q2: 15,025 shares; 2025Q3: 13,500 shares; 2025Q4: 11,825 shares; 2026Q1: 11,726 shares; 2026Q2: 11,399 shares 11,399 $1.16M 0.21% -327 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: not loaded; 2024Q4: 19,297 shares; 2025Q1: 18,487 shares; 2025Q2: 18,857 shares; 2025Q3: 18,857 shares; 2025Q4: 21,945 shares; 2026Q1: 21,722 shares; 2026Q2: 16,892 shares 16,892 $1.15M 0.21% -4,830 Timeline EQT EQT CORP More: the full row for EQT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 25,902 shares; 2025Q1: 21,854 shares; 2025Q2: 20,328 shares; 2025Q3: 21,375 shares; 2025Q4: 21,401 shares; 2026Q1: 21,623 shares; 2026Q2: 21,619 shares 21,619 $1.15M 0.21% -4 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 3,236 shares; 2025Q1: 3,633 shares; 2025Q2: 3,623 shares; 2025Q3: 3,883 shares; 2025Q4: 2,206 shares; 2026Q1: 2,542 shares; 2026Q2: 3,302 shares 3,302 $1.13M 0.21% +760 Timeline TDTT FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 60,133 shares; 2026Q1: 60,031 shares; 2026Q2: 46,399 shares 46,399 $1.11M 0.2% -13,632 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 846 shares; 2025Q2: 854 shares; 2025Q3: 650 shares; 2025Q4: 674 shares; 2026Q1: 1,863 shares; 2026Q2: 8,926 shares 8,926 $1.11M 0.2% +7,063 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 11,468 shares; 2025Q1: 10,641 shares; 2025Q2: 10,489 shares; 2025Q3: 11,458 shares; 2025Q4: 11,780 shares; 2026Q1: 12,663 shares; 2026Q2: 12,578 shares 12,578 $1.1M 0.2% -85 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 744 shares; 2025Q2: 784 shares; 2025Q3: 706 shares; 2025Q4: 3,522 shares; 2026Q1: 5,674 shares; 2026Q2: 4,632 shares 4,632 $1.08M 0.2% -1,042 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 3,293 shares; 2025Q1: 4,994 shares; 2025Q2: 5,159 shares; 2025Q3: 3,277 shares; 2025Q4: 4,936 shares; 2026Q1: 6,152 shares; 2026Q2: 6,527 shares 6,527 $1.08M 0.2% +375 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 85 shares; 2025Q2: 109 shares; 2025Q3: 109 shares; 2025Q4: 2,907 shares; 2026Q1: 21,097 shares; 2026Q2: 20,222 shares 20,222 $1.08M 0.2% -875 Timeline AEM AGNICO EAGLE MINES LTD More: the full row for AGNICO EAGLE MINES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 9,062 shares; 2025Q1: 7,545 shares; 2025Q2: 7,395 shares; 2025Q3: 6,987 shares; 2025Q4: 7,061 shares; 2026Q1: 6,696 shares; 2026Q2: 6,889 shares 6,889 $1.07M 0.2% +193 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 18,419 shares; 2025Q1: 6,428 shares; 2025Q2: 6,498 shares; 2025Q3: 7,307 shares; 2025Q4: 6,749 shares; 2026Q1: 6,767 shares; 2026Q2: 12,270 shares 12,270 $1.05M 0.19% +5,503 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 744 shares; 2025Q2: 787 shares; 2025Q3: 796 shares; 2025Q4: 617 shares; 2026Q1: 9,279 shares; 2026Q2: 11,042 shares 11,042 $1.04M 0.19% +1,763 Timeline SCHO SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 1,086 shares; 2025Q2: not reported; 2025Q3: 64 shares; 2025Q4: 64 shares; 2026Q1: 32,576 shares; 2026Q2: 42,434 shares 42,434 $1.02M 0.19% +9,858 Timeline ZECP ZACKS TRUST More: the full row for ZACKS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 19,353 shares; 2025Q2: 19,285 shares; 2025Q3: 19,612 shares; 2025Q4: 27,381 shares; 2026Q1: 27,082 shares; 2026Q2: 27,082 shares 27,082 $1.02M 0.19% 0 Timeline UTHR UNITED THERAPEUTICS CORP DEL More: the full row for UNITED THERAPEUTICS CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 718 shares; 2025Q1: 1,304 shares; 2025Q2: 1,803 shares; 2025Q3: 1,730 shares; 2025Q4: 1,815 shares; 2026Q1: 1,884 shares; 2026Q2: 1,881 shares 1,881 $1.02M 0.19% -3 Timeline BINC BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 141 shares; 2025Q2: 445 shares; 2025Q3: 363 shares; 2025Q4: 335 shares; 2026Q1: 10,160 shares; 2026Q2: 19,417 shares 19,417 $1.02M 0.19% +9,257 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11 shares; 2025Q3: 11 shares; 2025Q4: 541 shares; 2026Q1: 1,198 shares; 2026Q2: 1,579 shares 1,579 $1.01M 0.18% +381 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,435 shares; 2025Q1: 1,954 shares; 2025Q2: 1,880 shares; 2025Q3: 1,835 shares; 2025Q4: 1,370 shares; 2026Q1: 1,862 shares; 2026Q2: 1,953 shares 1,953 $1M 0.18% +91 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,253 shares; 2025Q1: 1,874 shares; 2025Q2: 1,943 shares; 2025Q3: 1,974 shares; 2025Q4: 2,130 shares; 2026Q1: 2,719 shares; 2026Q2: 2,069 shares 2,069 $1M 0.18% -650 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 6,330 shares; 2025Q1: 6,899 shares; 2025Q2: 7,073 shares; 2025Q3: 7,169 shares; 2025Q4: 3,651 shares; 2026Q1: 5,217 shares; 2026Q2: 6,530 shares 6,530 $989K 0.18% +1,313 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: not loaded; 2024Q4: 6,297 shares; 2025Q1: 6,731 shares; 2025Q2: 6,802 shares; 2025Q3: 6,950 shares; 2025Q4: 7,280 shares; 2026Q1: 7,947 shares; 2026Q2: 7,159 shares 7,159 $985K 0.18% -788 Timeline FRO FRONTLINE PLC More: the full row for FRONTLINE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 35,645 shares; 2025Q1: 43,134 shares; 2025Q2: 46,096 shares; 2025Q3: 40,713 shares; 2025Q4: 33,873 shares; 2026Q1: 29,211 shares; 2026Q2: 28,006 shares 28,006 $974K 0.18% -1,205 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 loaded; 2024Q4: not reported; 2025Q1: 3,410 shares; 2025Q2: 5,879 shares; 2025Q3: 6,559 shares; 2025Q4: 6,424 shares; 2026Q1: 7,655 shares; 2026Q2: 14,109 shares 14,109 $960K 0.18% +6,454 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 6,707 shares; 2025Q1: 10,098 shares; 2025Q2: 10,137 shares; 2025Q3: 10,419 shares; 2025Q4: 7,017 shares; 2026Q1: 9,763 shares; 2026Q2: 11,763 shares 11,763 $956K 0.17% +2,000 Timeline SGDM SPROTT ETF TRUST More: the full row for SPROTT ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 15,598 shares; 2025Q1: 15,773 shares; 2025Q2: 15,223 shares; 2025Q3: 15,223 shares; 2025Q4: 15,083 shares; 2026Q1: 14,783 shares; 2026Q2: 14,758 shares 14,758 $928K 0.17% -25 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 320 shares; 2025Q2: 315 shares; 2025Q3: 335 shares; 2025Q4: 228 shares; 2026Q1: 3,809 shares; 2026Q2: 3,797 shares 3,797 $923K 0.17% -12 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,359 shares; 2025Q1: 1,032 shares; 2025Q2: 905 shares; 2025Q3: 1,304 shares; 2025Q4: 1,849 shares; 2026Q1: 3,433 shares; 2026Q2: 3,665 shares 3,665 $922K 0.17% +232 Timeline SPHY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 11,591 shares; 2025Q2: 11,646 shares; 2025Q3: 12,743 shares; 2025Q4: 12,110 shares; 2026Q1: 33,982 shares; 2026Q2: 38,564 shares 38,564 $904K 0.17% +4,582 Timeline IWY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 14,385 shares; 2025Q2: 13,910 shares; 2025Q3: 12,975 shares; 2025Q4: 852 shares; 2026Q1: 1,891 shares; 2026Q2: 3,057 shares 3,057 $888K 0.16% +1,166 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 2,037 shares; 2025Q2: 2,907 shares; 2025Q3: 3,070 shares; 2025Q4: 5,323 shares; 2026Q1: 14,366 shares; 2026Q2: 14,913 shares 14,913 $879K 0.16% +547 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: not loaded; 2024Q4: not reported; 2025Q1: 8,929 shares; 2025Q2: 8,996 shares; 2025Q3: 8,022 shares; 2025Q4: 7,967 shares; 2026Q1: 11,893 shares; 2026Q2: 14,301 shares 14,301 $869K 0.16% +2,408 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 610 shares; 2025Q1: 650 shares; 2025Q2: 639 shares; 2025Q3: 674 shares; 2025Q4: 375 shares; 2026Q1: 569 shares; 2026Q2: 928 shares 928 $868K 0.16% +359 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 18,000 shares; 2025Q1: 18,000 shares; 2025Q2: 18,000 shares; 2025Q3: 17,600 shares; 2025Q4: 15,900 shares; 2026Q1: 16,193 shares; 2026Q2: 16,193 shares 16,193 $866K 0.16% 0 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 9,256 shares; 2025Q1: 7,246 shares; 2025Q2: 7,638 shares; 2025Q3: 7,732 shares; 2025Q4: 15,598 shares; 2026Q1: 14,700 shares; 2026Q2: 10,962 shares 10,962 $854K 0.16% -3,738 Timeline IEUR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,176 shares; 2026Q2: 11,289 shares 11,289 $849K 0.16% +9,113 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 96,903 shares; 2025Q1: 75,920 shares; 2025Q2: 3,886 shares; 2025Q3: 3,987 shares; 2025Q4: 3,733 shares; 2026Q1: 4,627 shares; 2026Q2: 5,183 shares 5,183 $848K 0.16% +556 Timeline SILJ AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 34,150 shares; 2025Q1: 34,600 shares; 2025Q2: 36,000 shares; 2025Q3: 38,700 shares; 2025Q4: 38,700 shares; 2026Q1: 32,870 shares; 2026Q2: 32,370 shares 32,370 $839K 0.15% -500 Timeline SPHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,691 shares; 2026Q2: 9,258 shares 9,258 $834K 0.15% +7,567 Timeline FOXA FOX CORP More: the full row for FOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 9,216 shares; 2025Q2: 12,846 shares; 2025Q3: 17,596 shares; 2025Q4: 17,228 shares; 2026Q1: 18,880 shares; 2026Q2: 15,831 shares 15,831 $826K 0.15% -3,049 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,339 shares; 2026Q1: 13,341 shares; 2026Q2: 9,813 shares 9,813 $822K 0.15% -3,528 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 14,413 shares; 2025Q1: 16,208 shares; 2025Q2: 15,504 shares; 2025Q3: 15,405 shares; 2025Q4: 15,354 shares; 2026Q1: 19,026 shares; 2026Q2: 19,156 shares 19,156 $811K 0.15% +130 Timeline BWXT BWX TECHNOLOGIES INC More: the full row for BWX TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 1,000 shares; 2025Q2: 3,110 shares; 2025Q3: 4,927 shares; 2025Q4: 4,393 shares; 2026Q1: 4,768 shares; 2026Q2: 4,155 shares 4,155 $809K 0.15% -613 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,906 shares; 2025Q1: 1,737 shares; 2025Q2: 1,764 shares; 2025Q3: 1,752 shares; 2025Q4: 2,209 shares; 2026Q1: 2,567 shares; 2026Q2: 2,948 shares 2,948 $797K 0.15% +381 Timeline NULG NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 7,505 shares; 2025Q1: 7,017 shares; 2025Q2: 6,410 shares; 2025Q3: 6,909 shares; 2025Q4: 6,702 shares; 2026Q1: 6,800 shares; 2026Q2: 6,776 shares 6,776 $793K 0.14% -24 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 830 shares; 2025Q2: 830 shares; 2025Q3: 830 shares; 2025Q4: 641 shares; 2026Q1: 2,088 shares; 2026Q2: 10,282 shares 10,282 $787K 0.14% +8,194 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 82 shares; 2025Q2: 81 shares; 2025Q3: 98 shares; 2025Q4: 111 shares; 2026Q1: 2,331 shares; 2026Q2: 2,152 shares 2,152 $787K 0.14% -179 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 28,292 shares; 2025Q1: 37,038 shares; 2025Q2: 41,248 shares; 2025Q3: 42,513 shares; 2025Q4: 42,483 shares; 2026Q1: 48,429 shares; 2026Q2: 37,597 shares 37,597 $778K 0.14% -10,832 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 257 shares; 2025Q2: 257 shares; 2025Q3: 257 shares; 2025Q4: 708 shares; 2026Q1: 4,419 shares; 2026Q2: 4,936 shares 4,936 $777K 0.14% +517 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 3,340 shares; 2025Q1: 3,407 shares; 2025Q2: 3,600 shares; 2025Q3: 3,592 shares; 2025Q4: 4,040 shares; 2026Q1: 4,169 shares; 2026Q2: 4,530 shares 4,530 $766K 0.14% +361 Timeline DFUV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 11,937 shares; 2025Q1: 13,750 shares; 2025Q2: 13,765 shares; 2025Q3: 13,780 shares; 2025Q4: 13,791 shares; 2026Q1: 13,803 shares; 2026Q2: 13,817 shares 13,817 $760K 0.14% +14 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1 shares; 2026Q2: 1 shares 1 $749K 0.14% 0 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: not loaded; 2024Q4: 6,885 shares; 2025Q1: 13,396 shares; 2025Q2: 6,520 shares; 2025Q3: 6,189 shares; 2025Q4: 6,907 shares; 2026Q1: 8,226 shares; 2026Q2: 7,390 shares 7,390 $745K 0.14% -836 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 748 shares; 2025Q2: 733 shares; 2025Q3: 733 shares; 2025Q4: 733 shares; 2026Q1: 835 shares; 2026Q2: 6,233 shares 6,233 $745K 0.14% +5,398 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 289 shares; 2025Q2: 282 shares; 2025Q3: 282 shares; 2025Q4: 282 shares; 2026Q1: 1,162 shares; 2026Q2: 2,476 shares 2,476 $744K 0.14% +1,314 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,457 shares; 2025Q1: 476 shares; 2025Q2: 248 shares; 2025Q3: 252 shares; 2025Q4: 275 shares; 2026Q1: 441 shares; 2026Q2: 2,429 shares 2,429 $743K 0.14% +1,988 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 6,164 shares; 2025Q1: 12,095 shares; 2025Q2: 12,599 shares; 2025Q3: 13,274 shares; 2025Q4: 8,962 shares; 2026Q1: 9,272 shares; 2026Q2: 10,177 shares 10,177 $732K 0.13% +905 Timeline DFAU DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 5,716 shares; 2025Q2: 5,716 shares; 2025Q3: 5,716 shares; 2025Q4: 5,716 shares; 2026Q1: 13,728 shares; 2026Q2: 13,882 shares 13,882 $718K 0.13% +154 Timeline OLN OLIN CORP More: the full row for OLIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 17,000 shares; 2026Q1: 40,038 shares; 2026Q2: 35,788 shares 35,788 $709K 0.13% -4,250 Timeline SA SEABRIDGE GOLD INC More: the full row for SEABRIDGE GOLD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 27,300 shares 27,300 $703K 0.13% new Timeline RNR RENAISSANCERE HLDGS LTD More: the full row for RENAISSANCERE HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 796 shares; 2025Q2: 845 shares; 2025Q3: 823 shares; 2025Q4: 834 shares; 2026Q1: 863 shares; 2026Q2: 2,206 shares 2,206 $699K 0.13% +1,343 Timeline BAI BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 287 shares; 2025Q4: 334 shares; 2026Q1: 8,023 shares; 2026Q2: 12,962 shares 12,962 $683K 0.12% +4,939 Timeline TRX TRX GOLD CORPORATION More: the full row for TRX GOLD CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 830,000 shares; 2025Q1: 960,000 shares; 2025Q2: 975,000 shares; 2025Q3: 980,000 shares; 2025Q4: 960,000 shares; 2026Q1: 822,000 shares; 2026Q2: 822,000 shares 822,000 $678K 0.12% 0 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 1,125 shares; 2025Q2: 1,421 shares; 2025Q3: 1,352 shares; 2025Q4: 1,250 shares; 2026Q1: 2,959 shares; 2026Q2: 4,626 shares 4,626 $678K 0.12% +1,667 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 220 shares; 2025Q2: 280 shares; 2025Q3: 282 shares; 2025Q4: 287 shares; 2026Q1: 351 shares; 2026Q2: 2,487 shares 2,487 $676K 0.12% +2,136 Timeline RIO RIO TINTO PLC More: the full row for RIO TINTO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 6,129 shares; 2025Q1: 6,802 shares; 2025Q2: 6,301 shares; 2025Q3: 6,167 shares; 2025Q4: 6,199 shares; 2026Q1: 6,971 shares; 2026Q2: 7,026 shares 7,026 $667K 0.12% +55 Timeline UAL UNITED AIRLS HLDGS INC More: the full row for UNITED AIRLS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 2,323 shares; 2025Q2: 5,042 shares; 2025Q3: 4,809 shares; 2025Q4: 4,586 shares; 2026Q1: 5,191 shares; 2026Q2: 4,855 shares 4,855 $660K 0.12% -336 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 51 shares; 2025Q2: 66 shares; 2025Q3: 149 shares; 2025Q4: 170 shares; 2026Q1: 521 shares; 2026Q2: 557 shares 557 $654K 0.12% +36 Timeline CORN TEUCRIUM COMMODITY TR More: the full row for TEUCRIUM COMMODITY TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 24,150 shares; 2026Q2: 39,000 shares 39,000 $653K 0.12% +14,850 Timeline VG VENTURE GLOBAL INC More: the full row for VENTURE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 20,500 shares; 2025Q2: 20,500 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 32,650 shares; 2026Q2: 58,600 shares 58,600 $652K 0.12% +25,950 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: not loaded; 2024Q4: 6,772 shares; 2025Q1: 7,832 shares; 2025Q2: 7,815 shares; 2025Q3: 13,843 shares; 2025Q4: 14,104 shares; 2026Q1: 14,799 shares; 2026Q2: 14,954 shares 14,954 $652K 0.12% +155 Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 5,224 shares; 2025Q2: 5,224 shares; 2025Q3: 4,722 shares; 2025Q4: 4,722 shares; 2026Q1: 17,416 shares; 2026Q2: 14,462 shares 14,462 $642K 0.12% -2,954 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 963 shares; 2025Q2: 1,058 shares; 2025Q3: 1,883 shares; 2025Q4: 1,821 shares; 2026Q1: 2,133 shares; 2026Q2: 2,017 shares 2,017 $640K 0.12% -116 Timeline RDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 806 shares; 2025Q2: 1,640 shares; 2025Q3: 2,856 shares; 2025Q4: 3,390 shares; 2026Q1: 4,148 shares; 2026Q2: 7,898 shares 7,898 $640K 0.12% +3,750 Timeline INSW INTERNATIONAL SEAWAYS INC More: the full row for INTERNATIONAL SEAWAYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 12,356 shares; 2025Q2: 15,386 shares; 2025Q3: 13,836 shares; 2025Q4: 12,036 shares; 2026Q1: 8,913 shares; 2026Q2: 8,260 shares 8,260 $633K 0.12% -653 Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 213 shares; 2025Q2: 205 shares; 2025Q3: 240 shares; 2025Q4: 335 shares; 2026Q1: 1,420 shares; 2026Q2: 7,195 shares 7,195 $633K 0.12% +5,775 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,730 shares; 2025Q1: 1,213 shares; 2025Q2: 1,178 shares; 2025Q3: 1,175 shares; 2025Q4: 2,350 shares; 2026Q1: 3,281 shares; 2026Q2: 2,561 shares 2,561 $631K 0.12% -720 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 4,287 shares; 2025Q2: 3,837 shares; 2025Q3: 3,837 shares; 2025Q4: 11,865 shares; 2026Q1: 22,115 shares; 2026Q2: 21,391 shares 21,391 $630K 0.12% -724 Timeline DNOW DNOW INC More: the full row for DNOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 19,000 shares; 2026Q1: 49,100 shares; 2026Q2: 48,400 shares 48,400 $628K 0.11% -700 Timeline EUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 1,509 shares; 2025Q2: 1,235 shares; 2025Q3: 6,339 shares; 2025Q4: 6,701 shares; 2026Q1: 13,586 shares; 2026Q2: 14,184 shares 14,184 $616K 0.11% +598 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 7,539 shares; 2025Q1: 7,750 shares; 2025Q2: 7,654 shares; 2025Q3: 6,298 shares; 2025Q4: 3,799 shares; 2026Q1: 3,701 shares; 2026Q2: 3,474 shares 3,474 $613K 0.11% -227 Timeline VLUE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 154 shares; 2025Q2: 154 shares; 2025Q3: 154 shares; 2025Q4: 154 shares; 2026Q1: 511 shares; 2026Q2: 2,999 shares 2,999 $599K 0.11% +2,488 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 514 shares; 2025Q2: 498 shares; 2025Q3: 433 shares; 2025Q4: 415 shares; 2026Q1: 1,468 shares; 2026Q2: 1,381 shares 1,381 $598K 0.11% -87 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9 shares; 2025Q3: 9 shares; 2025Q4: 9 shares; 2026Q1: 373 shares; 2026Q2: 1,516 shares 1,516 $597K 0.11% +1,143 Timeline XMHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,119 shares; 2026Q2: 5,281 shares 5,281 $596K 0.11% -838 Timeline NULV NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 15,415 shares; 2025Q1: 13,955 shares; 2025Q2: 12,952 shares; 2025Q3: 13,089 shares; 2025Q4: 12,744 shares; 2026Q1: 12,031 shares; 2026Q2: 11,912 shares 11,912 $595K 0.11% -119 Timeline SLYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 283 shares; 2026Q2: 4,959 shares 4,959 $591K 0.11% +4,676 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 869 shares; 2025Q2: 312 shares; 2025Q3: 332 shares; 2025Q4: 517 shares; 2026Q1: 1,568 shares; 2026Q2: 1,570 shares 1,570 $587K 0.11% +2 Timeline EMLC VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 30,012 shares; 2025Q1: 27,212 shares; 2025Q2: 23,012 shares; 2025Q3: 14,012 shares; 2025Q4: 13,824 shares; 2026Q1: 21,987 shares; 2026Q2: 22,913 shares 22,913 $586K 0.11% +926 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,461 shares; 2026Q2: 21,289 shares 21,289 $584K 0.11% +19,828 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 loaded; 2024Q4: not reported; 2025Q1: 41,786 shares; 2025Q2: 42,611 shares; 2025Q3: 45,555 shares; 2025Q4: 2,490 shares; 2026Q1: 2,973 shares; 2026Q2: 11,517 shares 11,517 $581K 0.11% +8,544 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 537 shares; 2025Q2: 743 shares; 2025Q3: 944 shares; 2025Q4: 788 shares; 2026Q1: 1,798 shares; 2026Q2: 1,701 shares 1,701 $580K 0.11% -97 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 4,159 shares; 2025Q2: 4,782 shares; 2025Q3: 2,582 shares; 2025Q4: 6,184 shares; 2026Q1: 7,185 shares; 2026Q2: 6,198 shares 6,198 $579K 0.11% -987 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 1,503 shares; 2025Q2: 1,566 shares; 2025Q3: 1,762 shares; 2025Q4: 934 shares; 2026Q1: 1,015 shares; 2026Q2: 1,344 shares 1,344 $573K 0.1% +329 Timeline DBA INVESCO DB MULTI-SECTOR COMM More: the full row for INVESCO DB MULTI-SECTOR COMM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 21,450 shares 21,450 $572K 0.1% new Timeline KEYS KEYSIGHT TECHNOLOGIES INC More: the full row for KEYSIGHT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 28 shares; 2025Q4: 46 shares; 2026Q1: 237 shares; 2026Q2: 1,559 shares 1,559 $546K 0.1% +1,322 Timeline EWZ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 14,900 shares; 2026Q2: 15,775 shares 15,775 $544K 0.1% +875 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 1,738 shares; 2025Q2: 1,824 shares; 2025Q3: 1,876 shares; 2025Q4: 2,397 shares; 2026Q1: 3,248 shares; 2026Q2: 2,919 shares 2,919 $539K 0.1% -329 Timeline VOOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5 shares; 2025Q3: 5 shares; 2025Q4: 5 shares; 2026Q1: 5 shares; 2026Q2: 6,512 shares 6,512 $538K 0.1% +6,507 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 21,744 shares; 2025Q2: 53 shares; 2025Q3: 53 shares; 2025Q4: not reported; 2026Q1: 10,336 shares; 2026Q2: 10,478 shares 10,478 $530K 0.1% +142 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 4,395 shares; 2025Q2: 4,422 shares; 2025Q3: 4,449 shares; 2025Q4: 4,449 shares; 2026Q1: 9,602 shares; 2026Q2: 16,705 shares 16,705 $530K 0.1% +7,103 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 277 shares; 2025Q2: 350 shares; 2025Q3: 353 shares; 2025Q4: 5,592 shares; 2026Q1: 6,919 shares; 2026Q2: 4,711 shares 4,711 $526K 0.1% -2,208 Timeline SCHI SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 251 shares; 2025Q2: 251 shares; 2025Q3: 31 shares; 2025Q4: 31 shares; 2026Q1: 9,587 shares; 2026Q2: 23,167 shares 23,167 $525K 0.1% +13,580 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 1,277 shares; 2025Q2: 1,840 shares; 2025Q3: 2,975 shares; 2025Q4: 3,453 shares; 2026Q1: 4,633 shares; 2026Q2: 4,458 shares 4,458 $520K 0.1% -175 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,173 shares; 2025Q1: 1,117 shares; 2025Q2: 1,090 shares; 2025Q3: 1,100 shares; 2025Q4: 686 shares; 2026Q1: 966 shares; 2026Q2: 1,000 shares 1,000 $519K 0.09% +34 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 41 shares; 2025Q3: 150 shares; 2025Q4: 177 shares; 2026Q1: 446 shares; 2026Q2: 673 shares 673 $514K 0.09% +227 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 6,587 shares; 2025Q2: 6,614 shares; 2025Q3: 4,637 shares; 2025Q4: 610 shares; 2026Q1: 1,033 shares; 2026Q2: 1,973 shares 1,973 $504K 0.09% +940 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 18,778 shares; 2025Q2: 3,112 shares; 2025Q3: 3,254 shares; 2025Q4: 3,312 shares; 2026Q1: 5,956 shares; 2026Q2: 5,488 shares 5,488 $503K 0.09% -468 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 1,020 shares; 2025Q2: 864 shares; 2025Q3: 724 shares; 2025Q4: 724 shares; 2026Q1: 10,559 shares; 2026Q2: 10,559 shares 10,559 $502K 0.09% 0 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 10,365 shares; 2025Q1: 3,543 shares; 2025Q2: 4,092 shares; 2025Q3: 2,888 shares; 2025Q4: 3,275 shares; 2026Q1: 4,424 shares; 2026Q2: 6,108 shares 6,108 $502K 0.09% +1,684 Timeline VTHR VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,091 shares; 2025Q4: 755 shares; 2026Q1: 755 shares; 2026Q2: 1,510 shares 1,510 $500K 0.09% +755 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,378 shares; 2025Q1: 893 shares; 2025Q2: 993 shares; 2025Q3: 1,030 shares; 2025Q4: 1,117 shares; 2026Q1: 1,677 shares; 2026Q2: 1,408 shares 1,408 $497K 0.09% -269 Timeline JMST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 846 shares; 2025Q2: 876 shares; 2025Q3: 886 shares; 2025Q4: 43 shares; 2026Q1: 8,930 shares; 2026Q2: 9,697 shares 9,697 $495K 0.09% +767 Timeline NFRA FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,797 shares; 2026Q1: 11,138 shares; 2026Q2: 7,710 shares 7,710 $494K 0.09% -3,428 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 60 shares; 2026Q2: 2,287 shares 2,287 $487K 0.09% +2,227 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 6,700 shares; 2025Q1: 6,750 shares; 2025Q2: 7,250 shares; 2025Q3: 7,300 shares; 2025Q4: 7,325 shares; 2026Q1: 14,531 shares; 2026Q2: 14,529 shares 14,529 $484K 0.09% -2 Timeline KHPI MANAGED PORTFOLIO SER More: the full row for MANAGED PORTFOLIO SER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 13,500 shares; 2025Q1: 18,600 shares; 2025Q2: 18,600 shares; 2025Q3: 18,600 shares; 2025Q4: 18,600 shares; 2026Q1: 18,600 shares; 2026Q2: 18,600 shares 18,600 $480K 0.09% 0 Timeline USCI UNITED STS COMMODITY INDEX F More: the full row for UNITED STS COMMODITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 7,175 shares; 2025Q1: 6,175 shares; 2025Q2: 5,175 shares; 2025Q3: 5,175 shares; 2025Q4: 5,175 shares; 2026Q1: 5,175 shares; 2026Q2: 5,175 shares 5,175 $479K 0.09% 0 Timeline SHYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 10,449 shares; 2025Q1: 6,402 shares; 2025Q2: 6,380 shares; 2025Q3: 5,923 shares; 2025Q4: 6,247 shares; 2026Q1: 15,198 shares; 2026Q2: 11,147 shares 11,147 $473K 0.09% -4,051 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,822 shares; 2025Q1: 1,635 shares; 2025Q2: 1,604 shares; 2025Q3: 1,356 shares; 2025Q4: 876 shares; 2026Q1: 910 shares; 2026Q2: 919 shares 919 $468K 0.09% +9 Timeline KGC KINROSS GOLD CORP More: the full row for KINROSS GOLD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 21,309 shares; 2025Q2: 21,521 shares; 2025Q3: 21,822 shares; 2025Q4: 23,489 shares; 2026Q1: 25,057 shares; 2026Q2: 19,800 shares 19,800 $468K 0.09% -5,257 Timeline DFSB DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,565 shares; 2025Q4: 3,796 shares; 2026Q1: 8,660 shares; 2026Q2: 8,962 shares 8,962 $467K 0.09% +302 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 loaded; 2024Q4: not reported; 2025Q1: 2,769 shares; 2025Q2: 2,846 shares; 2025Q3: 2,745 shares; 2025Q4: 2,732 shares; 2026Q1: 2,983 shares; 2026Q2: 2,825 shares 2,825 $465K 0.09% -158 Timeline IQDG WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,376 shares; 2026Q1: 14,666 shares; 2026Q2: 10,756 shares 10,756 $463K 0.08% -3,910 Timeline XOP SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,605 shares; 2025Q1: 2,646 shares; 2025Q2: 2,647 shares; 2025Q3: 2,648 shares; 2025Q4: 2,999 shares; 2026Q1: 3,000 shares; 2026Q2: 3,001 shares 3,001 $463K 0.08% +1 Timeline SMIZ ZACKS TRUST More: the full row for ZACKS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 7,468 shares; 2025Q2: 7,299 shares; 2025Q3: 7,431 shares; 2025Q4: 10,437 shares; 2026Q1: 10,319 shares; 2026Q2: 10,319 shares 10,319 $460K 0.08% 0 Timeline GDXJ VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 10,075 shares; 2025Q1: 8,075 shares; 2025Q2: 7,575 shares; 2025Q3: 5,575 shares; 2025Q4: 5,575 shares; 2026Q1: 4,675 shares; 2026Q2: 4,675 shares 4,675 $459K 0.08% 0 Timeline DON WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 20,319 shares; 2026Q1: 17,586 shares; 2026Q2: 8,106 shares 8,106 $458K 0.08% -9,480 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 714 shares; 2025Q2: 682 shares; 2025Q3: 690 shares; 2025Q4: 423 shares; 2026Q1: 7,112 shares; 2026Q2: 9,092 shares 9,092 $457K 0.08% +1,980 Timeline HL HECLA MINING COMPANY More: the full row for HECLA MINING COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 3,500 shares; 2025Q2: 3,500 shares; 2025Q3: 3,500 shares; 2025Q4: 15,550 shares; 2026Q1: 22,050 shares; 2026Q2: 29,352 shares 29,352 $453K 0.08% +7,302 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 734 shares; 2025Q2: 712 shares; 2025Q3: 704 shares; 2025Q4: 637 shares; 2026Q1: 1,140 shares; 2026Q2: 5,609 shares 5,609 $452K 0.08% +4,469 Timeline WSM WILLIAMS SONOMA INC More: the full row for WILLIAMS SONOMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 1,544 shares; 2025Q2: 1,395 shares; 2025Q3: 1,322 shares; 2025Q4: 1,257 shares; 2026Q1: 1,707 shares; 2026Q2: 1,936 shares 1,936 $451K 0.08% +229 Timeline NUDM NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 13,392 shares; 2025Q1: 12,442 shares; 2025Q2: 11,344 shares; 2025Q3: 11,358 shares; 2025Q4: 10,994 shares; 2026Q1: 11,218 shares; 2026Q2: 11,111 shares 11,111 $445K 0.08% -107 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 loaded; 2024Q4: not reported; 2025Q1: 6,415 shares; 2025Q2: 7,926 shares; 2025Q3: 10,020 shares; 2025Q4: 9,912 shares; 2026Q1: 11,192 shares; 2026Q2: 9,503 shares 9,503 $442K 0.08% -1,689 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 2,565 shares; 2025Q2: 2,664 shares; 2025Q3: 2,723 shares; 2025Q4: 2,720 shares; 2026Q1: 2,901 shares; 2026Q2: 2,816 shares 2,816 $441K 0.08% -85 Timeline FTCB FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 4,455 shares; 2025Q2: 4,456 shares; 2025Q3: 18,289 shares; 2025Q4: 19,203 shares; 2026Q1: 20,556 shares; 2026Q2: 20,800 shares 20,800 $434K 0.08% +244 Timeline MGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 370 shares; 2025Q2: 354 shares; 2025Q3: 426 shares; 2025Q4: 610 shares; 2026Q1: 2,544 shares; 2026Q2: 2,627 shares 2,627 $429K 0.08% +83 Timeline VRIG INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 17,708 shares; 2026Q2: 16,833 shares 16,833 $422K 0.08% -875 Timeline SONY SONY GROUP CORP More: the full row for SONY GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 18,412 shares; 2025Q2: 18,897 shares; 2025Q3: 19,201 shares; 2025Q4: 20,211 shares; 2026Q1: 20,781 shares; 2026Q2: 20,954 shares 20,954 $420K 0.08% +173 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 1,970 shares; 2025Q2: 1,820 shares; 2025Q3: 2,142 shares; 2025Q4: 1,155 shares; 2026Q1: 2,605 shares; 2026Q2: 2,989 shares 2,989 $418K 0.08% +384 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 90 shares; 2025Q2: 117 shares; 2025Q3: 185 shares; 2025Q4: 325 shares; 2026Q1: 5,198 shares; 2026Q2: 5,506 shares 5,506 $416K 0.08% +308 Timeline EXEL EXELIXIS INC More: the full row for EXELIXIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 2,911 shares; 2025Q2: 2,950 shares; 2025Q3: 6,820 shares; 2025Q4: 6,875 shares; 2026Q1: 7,745 shares; 2026Q2: 7,617 shares 7,617 $414K 0.08% -128 Timeline FVD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 3,484 shares; 2025Q2: 4,176 shares; 2025Q3: 7,988 shares; 2025Q4: 7,332 shares; 2026Q1: 8,204 shares; 2026Q2: 8,471 shares 8,471 $408K 0.07% +267 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: not loaded; 2024Q4: not reported; 2025Q1: 608 shares; 2025Q2: 16,664 shares; 2025Q3: 18,702 shares; 2025Q4: 21,863 shares; 2026Q1: 16,883 shares; 2026Q2: 16,275 shares 16,275 $407K 0.07% -608 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 1,688 shares; 2025Q2: 1,298 shares; 2025Q3: 1,495 shares; 2025Q4: 1,279 shares; 2026Q1: 2,424 shares; 2026Q2: 2,228 shares 2,228 $403K 0.07% -196 Timeline TDV PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,929 shares; 2026Q1: 5,424 shares; 2026Q2: 3,848 shares 3,848 $400K 0.07% -1,576 Timeline PBR PETROLEO BRASILEIRO S A More: the full row for PETROLEO BRASILEIRO S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 10,715 shares; 2025Q2: 10,705 shares; 2025Q3: 10,808 shares; 2025Q4: 11,798 shares; 2026Q1: 12,921 shares; 2026Q2: 24,478 shares 24,478 $396K 0.07% +11,557 Timeline FLNG FLEX LNG LTD More: the full row for FLEX LNG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 13,975 shares 13,975 $392K 0.07% new Timeline CENX CENTURY ALUM CO More: the full row for CENTURY ALUM CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,050 shares; 2026Q1: 8,700 shares; 2026Q2: 8,500 shares 8,500 $391K 0.07% -200 Timeline CWB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 11 shares; 2025Q2: 838 shares; 2025Q3: 1,004 shares; 2025Q4: 1,004 shares; 2026Q1: 1,597 shares; 2026Q2: 3,789 shares 3,789 $388K 0.07% +2,192 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 906 shares; 2025Q1: 2,076 shares; 2025Q2: 2,137 shares; 2025Q3: 2,196 shares; 2025Q4: 1,234 shares; 2026Q1: 1,716 shares; 2026Q2: 1,753 shares 1,753 $387K 0.07% +37 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 26 shares; 2025Q3: 221 shares; 2025Q4: 1,162 shares; 2026Q1: 3,467 shares; 2026Q2: 5,413 shares 5,413 $386K 0.07% +1,946 Timeline FNV FRANCO NEV CORP More: the full row for FRANCO NEV CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 3,950 shares; 2025Q1: 2,600 shares; 2025Q2: 2,100 shares; 2025Q3: 2,100 shares; 2025Q4: 2,100 shares; 2026Q1: 1,850 shares; 2026Q2: 1,850 shares 1,850 $386K 0.07% 0 Timeline GUNR FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,826 shares; 2026Q1: 11,879 shares; 2026Q2: 7,822 shares 7,822 $385K 0.07% -4,057 Timeline LGOV FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 4,442 shares; 2025Q2: 4,447 shares; 2025Q3: 17,460 shares; 2025Q4: 17,080 shares; 2026Q1: 17,856 shares; 2026Q2: 17,952 shares 17,952 $384K 0.07% +96 Timeline TRGP TARGA RES CORP More: the full row for TARGA RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,775 shares; 2025Q1: 1,750 shares; 2025Q2: 1,450 shares; 2025Q3: 1,450 shares; 2025Q4: 1,450 shares; 2026Q1: 1,425 shares; 2026Q2: 1,425 shares 1,425 $382K 0.07% 0 Timeline CFG CITIZENS FINL GROUP INC More: the full row for CITIZENS FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 5,119 shares; 2025Q2: 5,008 shares; 2025Q3: 4,875 shares; 2025Q4: 5,023 shares; 2026Q1: 5,380 shares; 2026Q2: 5,401 shares 5,401 $378K 0.07% +21 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: not loaded; 2024Q4: not reported; 2025Q1: 965 shares; 2025Q2: 815 shares; 2025Q3: 1,425 shares; 2025Q4: 1,615 shares; 2026Q1: 2,562 shares; 2026Q2: 2,586 shares 2,586 $378K 0.07% +24 Timeline CINF CINCINNATI FINL CORP More: the full row for CINCINNATI FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,729 shares; 2025Q1: 2,336 shares; 2025Q2: 2,021 shares; 2025Q3: 2,021 shares; 2025Q4: 2,033 shares; 2026Q1: 2,039 shares; 2026Q2: 2,039 shares 2,039 $378K 0.07% 0 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,868 shares; 2025Q1: 1,498 shares; 2025Q2: 1,292 shares; 2025Q3: 1,304 shares; 2025Q4: 1,365 shares; 2026Q1: 2,521 shares; 2026Q2: 2,955 shares 2,955 $374K 0.07% +434 Timeline RGLD ROYAL GOLD INC More: the full row for ROYAL GOLD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 558 shares; 2025Q4: 2,160 shares; 2026Q1: 1,857 shares; 2026Q2: 1,864 shares 1,864 $372K 0.07% +7 Timeline B BARRICK MNG CORP More: the full row for BARRICK MNG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 21,500 shares; 2025Q3: 11,500 shares; 2025Q4: 11,500 shares; 2026Q1: 10,091 shares; 2026Q2: 10,089 shares 10,089 $371K 0.07% -2 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,211 shares; 2025Q1: 2,248 shares; 2025Q2: 2,249 shares; 2025Q3: 2,254 shares; 2025Q4: 521 shares; 2026Q1: 820 shares; 2026Q2: 1,232 shares 1,232 $367K 0.07% +412 Timeline QQQJ INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,115 shares; 2025Q4: 3,115 shares; 2026Q1: 3,115 shares; 2026Q2: 8,077 shares 8,077 $367K 0.07% +4,962 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,490 shares; 2025Q1: 3,530 shares; 2025Q2: 3,899 shares; 2025Q3: 2,881 shares; 2025Q4: 3,125 shares; 2026Q1: 3,259 shares; 2026Q2: 3,283 shares 3,283 $363K 0.07% +24 Timeline AZN ASTRAZENECA PLC More: the full row for ASTRAZENECA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,178 shares; 2026Q1: 2,052 shares; 2026Q2: 1,904 shares 1,904 $361K 0.07% -148 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,008 shares; 2025Q1: 608 shares; 2025Q2: 609 shares; 2025Q3: 570 shares; 2025Q4: 706 shares; 2026Q1: 999 shares; 2026Q2: 868 shares 868 $361K 0.07% -131 Timeline PCT PURECYCLE TECHNOLOGIES INC More: the full row for PURECYCLE TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 25,225 shares; 2025Q4: 20,600 shares; 2026Q1: 40,500 shares; 2026Q2: 44,400 shares 44,400 $360K 0.07% +3,900 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: not loaded; 2024Q4: not reported; 2025Q1: 5,479 shares; 2025Q2: 5,889 shares; 2025Q3: 6,040 shares; 2025Q4: 6,065 shares; 2026Q1: 6,595 shares; 2026Q2: 5,793 shares 5,793 $358K 0.07% -802 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 4,892 shares; 2025Q1: 3,970 shares; 2025Q2: 4,030 shares; 2025Q3: 3,897 shares; 2025Q4: 3,317 shares; 2026Q1: 2,639 shares; 2026Q2: 3,738 shares 3,738 $357K 0.07% +1,099 Timeline ILMN ILLUMINA INC More: the full row for ILLUMINA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11 shares; 2025Q3: 28 shares; 2025Q4: 48 shares; 2026Q1: 2,047 shares; 2026Q2: 2,027 shares 2,027 $356K 0.07% -20 Timeline ACGL ARCH CAP GROUP LTD More: the full row for ARCH CAP GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 3,103 shares; 2025Q2: 3,281 shares; 2025Q3: 3,150 shares; 2025Q4: 3,162 shares; 2026Q1: 3,697 shares; 2026Q2: 3,670 shares 3,670 $356K 0.07% -27 Timeline VNOM VIPER ENERGY INC More: the full row for VIPER ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,600 shares; 2026Q2: 8,400 shares 8,400 $356K 0.07% +1,800 Timeline PPLT ABRDN PLATINUM ETF TRUST More: the full row for ABRDN PLATINUM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 4,000 shares; 2025Q1: 4,000 shares; 2025Q2: 2,000 shares; 2025Q3: 2,000 shares; 2025Q4: 2,500 shares; 2026Q1: 2,500 shares; 2026Q2: 25,000 shares 25,000 $353K 0.06% +22,500 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 loaded; 2024Q4: not reported; 2025Q1: 307 shares; 2025Q2: 314 shares; 2025Q3: 416 shares; 2025Q4: 400 shares; 2026Q1: 2,020 shares; 2026Q2: 2,964 shares 2,964 $349K 0.06% +944 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 loaded; 2024Q4: 2,382 shares; 2025Q1: 892 shares; 2025Q2: 521 shares; 2025Q3: 757 shares; 2025Q4: 738 shares; 2026Q1: 2,970 shares; 2026Q2: 3,576 shares 3,576 $345K 0.06% +606 Timeline PAAS PAN AMERN SILVER CORP More: the full row for PAN AMERN SILVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 5,939 shares; 2025Q2: 5,339 shares; 2025Q3: 16,518 shares; 2025Q4: 16,518 shares; 2026Q1: 7,692 shares; 2026Q2: 7,692 shares 7,692 $345K 0.06% 0 Timeline BIZD VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 27,023 shares 27,023 $342K 0.06% new Timeline RIET ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 35,073 shares 35,073 $342K 0.06% new Timeline VMRK VIVMARK RESIDENTIAL More: the full row for VIVMARK RESIDENTIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 5,500 shares; 2025Q1: 5,500 shares; 2025Q2: 5,500 shares; 2025Q3: 5,500 shares; 2025Q4: 5,521 shares; 2026Q1: 5,027 shares; 2026Q2: 5,027 shares 5,027 $341K 0.06% 0 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,150 shares; 2025Q1: 2,190 shares; 2025Q2: 2,347 shares; 2025Q3: 2,363 shares; 2025Q4: 1,806 shares; 2026Q1: 1,923 shares; 2026Q2: 1,601 shares 1,601 $341K 0.06% -322 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 359 shares; 2025Q2: 359 shares; 2025Q3: 317 shares; 2025Q4: 262 shares; 2026Q1: 512 shares; 2026Q2: 693 shares 693 $340K 0.06% +181 Timeline DHT DHT HOLDINGS INC More: the full row for DHT HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 31,100 shares; 2025Q1: 38,900 shares; 2025Q2: 39,100 shares; 2025Q3: 24,100 shares; 2025Q4: 26,000 shares; 2026Q1: 23,300 shares; 2026Q2: 20,550 shares 20,550 $340K 0.06% -2,750 Timeline LRGE LEGG MASON ETF INVT More: the full row for LEGG MASON ETF INVT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 3,907 shares; 2025Q1: 3,834 shares; 2025Q2: 3,239 shares; 2025Q3: 3,865 shares; 2025Q4: 3,918 shares; 2026Q1: 3,949 shares; 2026Q2: 3,960 shares 3,960 $339K 0.06% +11 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,943 shares; 2026Q2: 2,759 shares 2,759 $337K 0.06% -184 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 2,002 shares; 2025Q2: 2,084 shares; 2025Q3: 2,369 shares; 2025Q4: 2,377 shares; 2026Q1: 2,808 shares; 2026Q2: 2,695 shares 2,695 $335K 0.06% -113 Timeline FIIG FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 4,561 shares; 2025Q2: 4,567 shares; 2025Q3: 14,703 shares; 2025Q4: 13,991 shares; 2026Q1: 15,766 shares; 2026Q2: 16,091 shares 16,091 $333K 0.06% +325 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: not loaded; 2024Q4: not reported; 2025Q1: 1,382 shares; 2025Q2: 643 shares; 2025Q3: 696 shares; 2025Q4: 986 shares; 2026Q1: 4,442 shares; 2026Q2: 6,900 shares 6,900 $333K 0.06% +2,458 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: not loaded; 2024Q4: not reported; 2025Q1: 1,802 shares; 2025Q2: 1,804 shares; 2025Q3: 2,504 shares; 2025Q4: 2,409 shares; 2026Q1: 2,966 shares; 2026Q2: 2,898 shares 2,898 $333K 0.06% -68 Timeline CSTM CONSTELLIUM SE More: the full row for CONSTELLIUM SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,000 shares; 2026Q1: 10,000 shares; 2026Q2: 10,417 shares 10,417 $332K 0.06% +417 Timeline AGI ALAMOS GOLD INC More: the full row for ALAMOS GOLD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 12,507 shares; 2025Q1: 10,107 shares; 2025Q2: 10,107 shares; 2025Q3: 10,107 shares; 2025Q4: 10,932 shares; 2026Q1: 10,782 shares; 2026Q2: 10,932 shares 10,932 $332K 0.06% +150 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 12,538 shares; 2025Q1: 15,715 shares; 2025Q2: 16,196 shares; 2025Q3: 16,600 shares; 2025Q4: 4,735 shares; 2026Q1: 4,579 shares; 2026Q2: 5,215 shares 5,215 $328K 0.06% +636 Timeline STEX STREAMEX CORP More: the full row for STREAMEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 300,130 shares; 2025Q4: 301,530 shares; 2026Q1: 321,030 shares; 2026Q2: 385,030 shares 385,030 $327K 0.06% +64,000 Timeline DFAX DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 1,823 shares; 2025Q2: 1,823 shares; 2025Q3: 1,823 shares; 2025Q4: 1,823 shares; 2026Q1: 10,691 shares; 2026Q2: 8,872 shares 8,872 $327K 0.06% -1,819 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 732 shares; 2025Q1: 399 shares; 2025Q2: 420 shares; 2025Q3: 503 shares; 2025Q4: 495 shares; 2026Q1: 645 shares; 2026Q2: 868 shares 868 $326K 0.06% +223 Timeline VWOB VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 232 shares; 2025Q2: 232 shares; 2025Q3: 251 shares; 2025Q4: 188 shares; 2026Q1: 3,503 shares; 2026Q2: 4,815 shares 4,815 $324K 0.06% +1,312 Timeline DSI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,148 shares; 2025Q1: 2,052 shares; 2025Q2: 1,830 shares; 2025Q3: 1,830 shares; 2025Q4: 1,830 shares; 2026Q1: 2,167 shares; 2026Q2: 2,269 shares 2,269 $323K 0.06% +102 Timeline SPYX SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,993 shares; 2025Q4: 4,657 shares; 2026Q1: 4,710 shares; 2026Q2: 5,216 shares 5,216 $319K 0.06% +506 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 451 shares; 2025Q1: 424 shares; 2025Q2: 413 shares; 2025Q3: 416 shares; 2025Q4: 316 shares; 2026Q1: 686 shares; 2026Q2: 700 shares 700 $317K 0.06% +14 Timeline FTGS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 2,616 shares; 2025Q2: 2,634 shares; 2025Q3: 6,372 shares; 2025Q4: 6,058 shares; 2026Q1: 8,416 shares; 2026Q2: 8,547 shares 8,547 $316K 0.06% +131 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: not loaded; 2024Q4: not reported; 2025Q1: 2,319 shares; 2025Q2: 2,819 shares; 2025Q3: 4,716 shares; 2025Q4: 4,716 shares; 2026Q1: 7,248 shares; 2026Q2: 8,646 shares 8,646 $316K 0.06% +1,398 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: not loaded; 2024Q4: not reported; 2025Q1: 1,087 shares; 2025Q2: 1,087 shares; 2025Q3: 1,087 shares; 2025Q4: 1,151 shares; 2026Q1: 1,168 shares; 2026Q2: 1,646 shares 1,646 $316K 0.06% +478 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: not loaded; 2024Q4: not reported; 2025Q1: 98 shares; 2025Q2: 549 shares; 2025Q3: 1,058 shares; 2025Q4: 3,581 shares; 2026Q1: 4,347 shares; 2026Q2: 4,319 shares 4,319 $312K 0.06% -28 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 14,323 shares; 2025Q1: 15,585 shares; 2025Q2: 10,737 shares; 2025Q3: 10,737 shares; 2025Q4: 10,737 shares; 2026Q1: 10,737 shares; 2026Q2: 10,737 shares 10,737 $311K 0.06% 0 Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 519 shares; 2025Q2: 1,914 shares; 2025Q3: 1,772 shares; 2025Q4: 2,371 shares; 2026Q1: 8,302 shares; 2026Q2: 5,980 shares 5,980 $310K 0.06% -2,322 Timeline TS TENARIS S A More: the full row for TENARIS S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 5,341 shares; 2025Q2: 5,505 shares; 2025Q3: 5,539 shares; 2025Q4: 5,649 shares; 2026Q1: 5,615 shares; 2026Q2: 5,579 shares 5,579 $310K 0.06% -36 Timeline LPG DORIAN LPG LTD More: the full row for DORIAN LPG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 13,500 shares; 2025Q2: 25,000 shares; 2025Q3: 22,050 shares; 2025Q4: 10,400 shares; 2026Q1: 8,900 shares; 2026Q2: 8,900 shares 8,900 $310K 0.06% 0 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,389 shares; 2025Q1: 765 shares; 2025Q2: 716 shares; 2025Q3: 949 shares; 2025Q4: 1,342 shares; 2026Q1: 2,611 shares; 2026Q2: 2,260 shares 2,260 $306K 0.06% -351 Timeline AMLP ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,892 shares 5,892 $306K 0.06% new Timeline CM CANADIAN IMPERIAL BANK OF CO More: the full row for CANADIAN IMPERIAL BANK OF CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 2,456 shares; 2025Q2: 2,547 shares; 2025Q3: 2,549 shares; 2025Q4: 2,590 shares; 2026Q1: 2,675 shares; 2026Q2: 2,654 shares 2,654 $305K 0.06% -21 Timeline CF CF INDUSTRIES HOLD More: the full row for CF INDUSTRIES HOLD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11 shares; 2025Q3: 11 shares; 2025Q4: 11 shares; 2026Q1: 11 shares; 2026Q2: 2,806 shares 2,806 $304K 0.06% +2,795 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 loaded; 2024Q4: not reported; 2025Q1: 1,897 shares; 2025Q2: 2,044 shares; 2025Q3: 2,086 shares; 2025Q4: 2,193 shares; 2026Q1: 4,025 shares; 2026Q2: 3,877 shares 3,877 $303K 0.06% -148 Timeline SCHP SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 3,801 shares; 2025Q2: 3,808 shares; 2025Q3: 5,017 shares; 2025Q4: 5,130 shares; 2026Q1: 12,513 shares; 2026Q2: 11,401 shares 11,401 $302K 0.06% -1,112 Timeline CACI CACI INTL INC More: the full row for CACI INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 2 shares; 2025Q2: 2 shares; 2025Q3: 2 shares; 2025Q4: 2 shares; 2026Q1: 2 shares; 2026Q2: 652 shares 652 $302K 0.06% +650 Timeline DVYE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 9,365 shares 9,365 $302K 0.06% new Timeline LMBS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 1,773 shares; 2025Q2: 1,778 shares; 2025Q3: 5,537 shares; 2025Q4: 5,585 shares; 2026Q1: 5,920 shares; 2026Q2: 6,063 shares 6,063 $302K 0.06% +143 Timeline SPYI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,550 shares 5,550 $295K 0.05% new Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 1,147 shares; 2025Q2: 1,440 shares; 2025Q3: 1,448 shares; 2025Q4: 599 shares; 2026Q1: 1,206 shares; 2026Q2: 1,515 shares 1,515 $287K 0.05% +309 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 23,000 shares; 2025Q1: 19,972 shares; 2025Q2: 17,972 shares; 2025Q3: 17,972 shares; 2025Q4: 15,000 shares; 2026Q1: 15,000 shares; 2026Q2: 15,000 shares 15,000 $287K 0.05% 0 Timeline MLPA 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,395 shares 5,395 $286K 0.05% new Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 788 shares; 2025Q2: 663 shares; 2025Q3: 498 shares; 2025Q4: 198 shares; 2026Q1: 203 shares; 2026Q2: 295 shares 295 $285K 0.05% +92 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 901 shares; 2025Q1: 604 shares; 2025Q2: 576 shares; 2025Q3: 635 shares; 2025Q4: 697 shares; 2026Q1: 879 shares; 2026Q2: 786 shares 786 $285K 0.05% -93 Timeline IGIB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 5,324 shares; 2025Q1: 5,291 shares; 2025Q2: 5,267 shares; 2025Q3: 4,940 shares; 2025Q4: 5,227 shares; 2026Q1: 5,848 shares; 2026Q2: 5,329 shares 5,329 $283K 0.05% -519 Timeline PULS PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 625 shares; 2025Q4: not reported; 2026Q1: 4,223 shares; 2026Q2: 5,712 shares 5,712 $283K 0.05% +1,489 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 201 shares; 2025Q2: 157 shares; 2025Q3: 161 shares; 2025Q4: 123 shares; 2026Q1: 147 shares; 2026Q2: 142 shares 142 $282K 0.05% -5 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 58 shares; 2025Q3: 57 shares; 2025Q4: 60 shares; 2026Q1: 2,149 shares; 2026Q2: 2,353 shares 2,353 $280K 0.05% +204 Timeline DFUS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,422 shares; 2026Q2: 3,394 shares 3,394 $278K 0.05% -28 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,850 shares; 2025Q3: 5,750 shares; 2025Q4: 4,901 shares; 2026Q1: 5,227 shares; 2026Q2: 4,960 shares 4,960 $278K 0.05% -267 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: not loaded; 2024Q4: not reported; 2025Q1: 1,029 shares; 2025Q2: 1,628 shares; 2025Q3: 2,390 shares; 2025Q4: 2,809 shares; 2026Q1: 3,207 shares; 2026Q2: 2,952 shares 2,952 $277K 0.05% -255 Timeline ASTS AST SPACEMOBILE INC More: the full row for AST SPACEMOBILE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,000 shares; 2026Q2: 3,102 shares 3,102 $276K 0.05% +2,102 Timeline STNG SCORPIO TANKERS INC More: the full row for SCORPIO TANKERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 4,425 shares; 2025Q2: 4,175 shares; 2025Q3: 4,175 shares; 2025Q4: 4,775 shares; 2026Q1: 4,275 shares; 2026Q2: 3,975 shares 3,975 $275K 0.05% -300 Timeline REET ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,501 shares; 2026Q1: 12,393 shares; 2026Q2: 9,876 shares 9,876 $273K 0.05% -2,517 Timeline ESGE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 2,756 shares; 2025Q2: 2,492 shares; 2025Q3: 2,492 shares; 2025Q4: 2,941 shares; 2026Q1: 4,970 shares; 2026Q2: 4,936 shares 4,936 $270K 0.05% -34 Timeline FEPI ETF OPPORTUNITIES TRUST More: the full row for ETF OPPORTUNITIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,230 shares 6,230 $269K 0.05% new Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 8,784 shares; 2025Q1: 9,322 shares; 2025Q2: 11,733 shares; 2025Q3: 13,534 shares; 2025Q4: 13,749 shares; 2026Q1: 12,889 shares; 2026Q2: 11,140 shares 11,140 $268K 0.05% -1,749 Timeline DFAI DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 1,747 shares; 2025Q2: 1,747 shares; 2025Q3: 1,747 shares; 2025Q4: 1,747 shares; 2026Q1: 8,102 shares; 2026Q2: 6,491 shares 6,491 $268K 0.05% -1,611 Timeline DUHP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,306 shares; 2026Q2: 6,369 shares 6,369 $266K 0.05% +63 Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 2,016 shares; 2025Q2: 1,753 shares; 2025Q3: 2,123 shares; 2025Q4: 2,073 shares; 2026Q1: 2,646 shares; 2026Q2: 2,568 shares 2,568 $264K 0.05% -78 Timeline MORT VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 25,299 shares 25,299 $262K 0.05% new Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 23,681 shares; 2025Q1: 27,191 shares; 2025Q2: 23,297 shares; 2025Q3: 22,608 shares; 2025Q4: 18,390 shares; 2026Q1: 13,503 shares; 2026Q2: 11,453 shares 11,453 $261K 0.05% -2,050 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,769 shares; 2025Q1: 1,616 shares; 2025Q2: 1,714 shares; 2025Q3: 1,607 shares; 2025Q4: 754 shares; 2026Q1: 566 shares; 2026Q2: 518 shares 518 $260K 0.05% -48 Timeline VOTE TCW ETF TRUST More: the full row for TCW ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 497 shares; 2025Q2: 497 shares; 2025Q3: 1,108 shares; 2025Q4: 1,094 shares; 2026Q1: 2,621 shares; 2026Q2: 2,935 shares 2,935 $259K 0.05% +314 Timeline CHGX EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 5,761 shares; 2025Q2: 5,761 shares; 2025Q3: 7,377 shares; 2025Q4: 7,377 shares; 2026Q1: 7,455 shares; 2026Q2: 7,774 shares 7,774 $258K 0.05% +319 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 339 shares; 2025Q2: 363 shares; 2025Q3: 365 shares; 2025Q4: 1,784 shares; 2026Q1: 1,786 shares; 2026Q2: 3,252 shares 3,252 $257K 0.05% +1,466 Timeline FDT FIRST TR EXCH TRD ALPHDX FD More: the full row for FIRST TR EXCH TRD ALPHDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 1,416 shares; 2025Q2: 1,409 shares; 2025Q3: 2,629 shares; 2025Q4: 2,449 shares; 2026Q1: 2,710 shares; 2026Q2: 2,709 shares 2,709 $256K 0.05% -1 Timeline SNDK SANDISK CORP More: the full row for SANDISK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3 shares; 2025Q3: 3 shares; 2025Q4: 90 shares; 2026Q1: 113 shares; 2026Q2: 112 shares 112 $255K 0.05% -1 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 216 shares; 2025Q2: 246 shares; 2025Q3: 282 shares; 2025Q4: 386 shares; 2026Q1: 459 shares; 2026Q2: 340 shares 340 $250K 0.05% -119 Timeline SBLK STAR BULK CARRIERS CORP. More: the full row for STAR BULK CARRIERS CORP. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 12,500 shares; 2025Q2: 15,000 shares; 2025Q3: 10,000 shares; 2025Q4: 10,000 shares; 2026Q1: 10,010 shares; 2026Q2: 10,010 shares 10,010 $250K 0.05% 0 Timeline GIB CGI INC More: the full row for CGI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 10 shares; 2025Q2: 10 shares; 2025Q3: 4,994 shares; 2025Q4: 4,433 shares; 2026Q1: 3,868 shares; 2026Q2: 3,868 shares 3,868 $250K 0.05% 0 Timeline SBS COMPANHIA DE SANEAMENTO BASI More: the full row for COMPANHIA DE SANEAMENTO BASI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 7,888 shares; 2025Q2: 7,979 shares; 2025Q3: 7,938 shares; 2025Q4: 7,873 shares; 2026Q1: 8,725 shares; 2026Q2: 43,181 shares 43,181 $250K 0.05% +34,456 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 200 shares; 2025Q3: 204 shares; 2025Q4: 208 shares; 2026Q1: 581 shares; 2026Q2: 4,416 shares 4,416 $249K 0.05% +3,835 Timeline WEAT TEUCRIUM COMMODITY TR More: the full row for TEUCRIUM COMMODITY TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 11,250 shares 11,250 $248K 0.05% new Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 2,039 shares; 2025Q2: 2,560 shares; 2025Q3: 2,633 shares; 2025Q4: 3,064 shares; 2026Q1: 4,286 shares; 2026Q2: 4,285 shares 4,285 $247K 0.05% -1 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 loaded; 2024Q4: 2,056 shares; 2025Q1: 2,133 shares; 2025Q2: 2,127 shares; 2025Q3: 2,295 shares; 2025Q4: 2,298 shares; 2026Q1: 2,447 shares; 2026Q2: 2,452 shares 2,452 $246K 0.04% +5 Timeline IPI INTREPID POTASH INC More: the full row for INTREPID POTASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,500 shares; 2026Q2: 7,500 shares 7,500 $246K 0.04% 0 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,227 shares; 2025Q1: 1,239 shares; 2025Q2: 1,247 shares; 2025Q3: 1,299 shares; 2025Q4: 1,317 shares; 2026Q1: 1,320 shares; 2026Q2: 1,397 shares 1,397 $245K 0.04% +77 Timeline PWZ INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 10,000 shares; 2025Q1: 10,000 shares; 2025Q2: 10,000 shares; 2025Q3: not reported; 2025Q4: 9,893 shares; 2026Q1: 9,893 shares; 2026Q2: 9,893 shares 9,893 $242K 0.04% 0 Timeline LCTU BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 2,904 shares; 2025Q2: 2,355 shares; 2025Q3: 2,355 shares; 2025Q4: 2,355 shares; 2026Q1: 3,369 shares; 2026Q2: 3,020 shares 3,020 $242K 0.04% -349 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 1,259 shares; 2025Q2: 1,549 shares; 2025Q3: 1,634 shares; 2025Q4: 1,066 shares; 2026Q1: 1,464 shares; 2026Q2: 1,080 shares 1,080 $241K 0.04% -384 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 276 shares; 2026Q1: 1,335 shares; 2026Q2: 2,078 shares 2,078 $240K 0.04% +743 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 367 shares; 2025Q2: 872 shares; 2025Q3: 997 shares; 2025Q4: 993 shares; 2026Q1: 2,338 shares; 2026Q2: 2,166 shares 2,166 $239K 0.04% -172 Timeline AXON AXON ENTERPRISE INC More: the full row for AXON ENTERPRISE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1 shares; 2025Q3: 3 shares; 2025Q4: 16 shares; 2026Q1: 47 shares; 2026Q2: 425 shares 425 $238K 0.04% +378 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,837 shares; 2025Q1: 872 shares; 2025Q2: 528 shares; 2025Q3: 502 shares; 2025Q4: 503 shares; 2026Q1: 487 shares; 2026Q2: 462 shares 462 $235K 0.04% -25 Timeline MFC MANULIFE FINL CORP More: the full row for MANULIFE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 8,034 shares; 2025Q2: 8,260 shares; 2025Q3: 8,345 shares; 2025Q4: 5,530 shares; 2026Q1: 5,877 shares; 2026Q2: 5,794 shares 5,794 $235K 0.04% -83 Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 3,650 shares; 2025Q2: 3,400 shares; 2025Q3: 3,492 shares; 2025Q4: 3,150 shares; 2026Q1: 3,095 shares; 2026Q2: 3,095 shares 3,095 $234K 0.04% 0 Timeline PCAR PACCAR INC More: the full row for PACCAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,981 shares; 2025Q1: 1,892 shares; 2025Q2: 1,845 shares; 2025Q3: 1,851 shares; 2025Q4: 1,896 shares; 2026Q1: 1,999 shares; 2026Q2: 1,931 shares 1,931 $232K 0.04% -68 Timeline BGRN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,968 shares; 2025Q4: 2,074 shares; 2026Q1: 4,691 shares; 2026Q2: 4,882 shares 4,882 $232K 0.04% +191 Timeline UEC URANIUM ENERGY CORP More: the full row for URANIUM ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 24,000 shares; 2025Q1: 29,000 shares; 2025Q2: 29,000 shares; 2025Q3: 24,000 shares; 2025Q4: 24,000 shares; 2026Q1: 21,500 shares; 2026Q2: 21,500 shares 21,500 $229K 0.04% 0 Timeline WPC WP CAREY INC More: the full row for WP CAREY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 348 shares; 2025Q2: 348 shares; 2025Q3: 383 shares; 2025Q4: 358 shares; 2026Q1: 1,518 shares; 2026Q2: 3,169 shares 3,169 $227K 0.04% +1,651 Timeline PEX PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 10,306 shares 10,306 $226K 0.04% new Timeline IWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 43 shares; 2026Q1: 1,690 shares; 2026Q2: 2,136 shares 2,136 $225K 0.04% +446 Timeline DGX QUEST DIAGNOSTICS INC More: the full row for QUEST DIAGNOSTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 116 shares; 2025Q2: 116 shares; 2025Q3: 116 shares; 2025Q4: 31 shares; 2026Q1: 745 shares; 2026Q2: 1,058 shares 1,058 $224K 0.04% +313 Timeline XSHQ INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,939 shares; 2026Q2: 4,638 shares 4,638 $224K 0.04% -301 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 1,300 shares; 2025Q2: 1,250 shares; 2025Q3: 1,246 shares; 2025Q4: 1,586 shares; 2026Q1: 11,552 shares; 2026Q2: 6,207 shares 6,207 $224K 0.04% -5,345 Timeline SMMU PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,440 shares; 2026Q2: 4,440 shares 4,440 $224K 0.04% 0 Timeline HYMB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 2 shares; 2025Q2: 32 shares; 2025Q3: 32 shares; 2025Q4: 32 shares; 2026Q1: 10,050 shares; 2026Q2: 8,787 shares 8,787 $224K 0.04% -1,263 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 807 shares; 2025Q2: 811 shares; 2025Q3: 811 shares; 2025Q4: 969 shares; 2026Q1: 1,005 shares; 2026Q2: 900 shares 900 $224K 0.04% -105 Timeline FMF FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 1,992 shares; 2025Q2: 1,992 shares; 2025Q3: 4,089 shares; 2025Q4: 3,791 shares; 2026Q1: 4,476 shares; 2026Q2: 4,434 shares 4,434 $222K 0.04% -42 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 963 shares; 2025Q1: 1,875 shares; 2025Q2: 2,103 shares; 2025Q3: 2,100 shares; 2025Q4: 1,160 shares; 2026Q1: 779 shares; 2026Q2: 816 shares 816 $222K 0.04% +37 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 2,895 shares; 2025Q2: 2,783 shares; 2025Q3: 3,122 shares; 2025Q4: 2,824 shares; 2026Q1: 3,460 shares; 2026Q2: 2,141 shares 2,141 $221K 0.04% -1,319 Timeline HYD VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 1,275 shares; 2025Q2: 1,275 shares; 2025Q3: 1,293 shares; 2025Q4: 1,332 shares; 2026Q1: 4,716 shares; 2026Q2: 4,295 shares 4,295 $221K 0.04% -421 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 1,155 shares; 2025Q2: 1,168 shares; 2025Q3: 1,177 shares; 2025Q4: 365 shares; 2026Q1: 2,127 shares; 2026Q2: 2,073 shares 2,073 $221K 0.04% -54 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 18 shares; 2025Q2: not reported; 2025Q3: 18 shares; 2025Q4: 28 shares; 2026Q1: 1,426 shares; 2026Q2: 1,507 shares 1,507 $221K 0.04% +81 Timeline SEIM SEI EXCHANGE TRADED FUNDS More: the full row for SEI EXCHANGE TRADED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,601 shares; 2026Q2: 3,864 shares 3,864 $217K 0.04% +263 Timeline USAR USA RARE EARTH INC More: the full row for USA RARE EARTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,775 shares; 2026Q2: 10,000 shares 10,000 $216K 0.04% +4,225 Timeline BAPRA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 860 shares; 2025Q3: 1,168 shares; 2025Q4: 206 shares; 2026Q1: 1,700 shares; 2026Q2: 3,201 shares 3,201 $215K 0.04% +1,501 Timeline POWL POWELL INDS INC More: the full row for POWELL INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 600 shares; 2025Q2: 800 shares; 2025Q3: 600 shares; 2025Q4: 250 shares; 2026Q1: 250 shares; 2026Q2: 750 shares 750 $215K 0.04% +500 Timeline VMBS VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 8,931 shares; 2025Q1: 5,162 shares; 2025Q2: 5,240 shares; 2025Q3: 5,249 shares; 2025Q4: 5,317 shares; 2026Q1: 5,422 shares; 2026Q2: 4,573 shares 4,573 $214K 0.04% -849 Timeline SPIB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 7,727 shares; 2025Q2: 7,881 shares; 2025Q3: 7,892 shares; 2025Q4: 7,240 shares; 2026Q1: 5,216 shares; 2026Q2: 6,387 shares 6,387 $214K 0.04% +1,171 Timeline SEIV SEI EXCHANGE TRADED FUNDS More: the full row for SEI EXCHANGE TRADED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,933 shares; 2026Q2: 4,416 shares 4,416 $212K 0.04% +483 Timeline JUST GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 1,202 shares; 2025Q2: 1,202 shares; 2025Q3: 1,983 shares; 2025Q4: 1,986 shares; 2026Q1: 1,498 shares; 2026Q2: 1,980 shares 1,980 $211K 0.04% +482 Timeline CHKP CHECK POINT SOFTWARE TECH LT More: the full row for CHECK POINT SOFTWARE TECH LT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 1,554 shares; 2025Q2: 1,567 shares; 2025Q3: 1,502 shares; 2025Q4: 1,541 shares; 2026Q1: 1,595 shares; 2026Q2: 1,605 shares 1,605 $211K 0.04% +10 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 462 shares; 2025Q2: 478 shares; 2025Q3: 473 shares; 2025Q4: 550 shares; 2026Q1: 912 shares; 2026Q2: 531 shares 531 $211K 0.04% -381 Timeline XMMO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10 shares; 2026Q2: 1,234 shares 1,234 $210K 0.04% +1,224 Timeline QDF FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,334 shares; 2026Q2: 2,334 shares 2,334 $210K 0.04% 0 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 764 shares; 2025Q1: 593 shares; 2025Q2: 644 shares; 2025Q3: 746 shares; 2025Q4: 415 shares; 2026Q1: 504 shares; 2026Q2: 760 shares 760 $210K 0.04% +256 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 929 shares 929 $208K 0.04% new Timeline TSAT TELESAT CORP More: the full row for TELESAT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,100 shares 4,100 $208K 0.04% new Timeline FTA FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 1,358 shares; 2025Q2: 1,359 shares; 2025Q3: 1,850 shares; 2025Q4: 1,809 shares; 2026Q1: 2,130 shares; 2026Q2: 2,140 shares 2,140 $207K 0.04% +10 Timeline EIX EDISON INTL More: the full row for EDISON INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8 shares; 2025Q3: not reported; 2025Q4: 100 shares; 2026Q1: 2,909 shares; 2026Q2: 2,765 shares 2,765 $206K 0.04% -144 Timeline FSIG FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 3,638 shares; 2025Q2: 3,647 shares; 2025Q3: 10,480 shares; 2025Q4: 10,625 shares; 2026Q1: 10,630 shares; 2026Q2: 10,907 shares 10,907 $206K 0.04% +277 Timeline HONA HONEYWELL AEROSPACE INC More: the full row for HONEYWELL AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 929 shares 929 $205K 0.04% new Timeline EMBJ EMBRAER S.A. More: the full row for EMBRAER S.A. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 5,578 shares; 2025Q2: 5,692 shares; 2025Q3: 5,822 shares; 2025Q4: 5,711 shares; 2026Q1: 5,894 shares; 2026Q2: 3,218 shares 3,218 $205K 0.04% -2,676 Timeline XJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13 shares; 2025Q4: 13 shares; 2026Q1: 292 shares; 2026Q2: 3,934 shares 3,934 $205K 0.04% +3,642 Timeline IQSU NYLIM ETF TR More: the full row for NYLIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,243 shares; 2026Q2: 3,243 shares 3,243 $203K 0.04% 0 Timeline DVYA ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,256 shares 4,256 $201K 0.04% new Timeline XSMO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,149 shares 2,149 $201K 0.04% new Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 472 shares; 2025Q2: 472 shares; 2025Q3: 472 shares; 2025Q4: 472 shares; 2026Q1: 3,255 shares; 2026Q2: 1,284 shares 1,284 $201K 0.04% -1,971 Timeline PAGP PLAINS GP HLDGS L P More: the full row for PLAINS GP HLDGS L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 746 shares; 2025Q2: 832 shares; 2025Q3: 832 shares; 2025Q4: 231 shares; 2026Q1: 4,167 shares; 2026Q2: 8,239 shares 8,239 $200K 0.04% +4,072 Timeline UUUU ENERGY FUELS INC More: the full row for ENERGY FUELS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 35,000 shares; 2025Q1: 40,000 shares; 2025Q2: not reported; 2025Q3: 19,300 shares; 2025Q4: 13,800 shares; 2026Q1: 13,500 shares; 2026Q2: 13,500 shares 13,500 $196K 0.04% 0 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 2,379 shares; 2025Q2: 2,593 shares; 2025Q3: 2,942 shares; 2025Q4: 2,967 shares; 2026Q1: 1,341 shares; 2026Q2: 1,149 shares 1,149 $195K 0.04% -192 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 6,577 shares; 2025Q2: 7,289 shares; 2025Q3: 7,053 shares; 2025Q4: 8,056 shares; 2026Q1: 9,016 shares; 2026Q2: 7,945 shares 7,945 $195K 0.04% -1,071 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,105 shares; 2025Q1: 468 shares; 2025Q2: 465 shares; 2025Q3: 485 shares; 2025Q4: 530 shares; 2026Q1: 947 shares; 2026Q2: 978 shares 978 $193K 0.04% +31 Timeline SHE SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 156 shares; 2025Q2: 156 shares; 2025Q3: 777 shares; 2025Q4: 775 shares; 2026Q1: 847 shares; 2026Q2: 1,245 shares 1,245 $192K 0.04% +398 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 883 shares; 2025Q1: 610 shares; 2025Q2: 1,567 shares; 2025Q3: 1,682 shares; 2025Q4: 1,448 shares; 2026Q1: 1,804 shares; 2026Q2: 1,224 shares 1,224 $192K 0.04% -580 Timeline NUEM NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 5,004 shares; 2025Q2: 4,532 shares; 2025Q3: 4,532 shares; 2025Q4: 4,386 shares; 2026Q1: 4,502 shares; 2026Q2: 4,502 shares 4,502 $191K 0.03% 0 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,473 shares; 2025Q1: 2,361 shares; 2025Q2: 2,190 shares; 2025Q3: 2,311 shares; 2025Q4: 2,419 shares; 2026Q1: 2,434 shares; 2026Q2: 2,349 shares 2,349 $191K 0.03% -85 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 1,889 shares; 2025Q2: 2,523 shares; 2025Q3: 3,762 shares; 2025Q4: 6,050 shares; 2026Q1: 7,121 shares; 2026Q2: 3,336 shares 3,336 $190K 0.03% -3,785 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 666 shares; 2025Q2: 704 shares; 2025Q3: 757 shares; 2025Q4: 807 shares; 2026Q1: 1,024 shares; 2026Q2: 835 shares 835 $190K 0.03% -189 Timeline NBIS NEBIUS GROUP N.V. More: the full row for NEBIUS GROUP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 698 shares; 2026Q2: 686 shares 686 $189K 0.03% -12 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,032 shares; 2025Q1: 1,924 shares; 2025Q2: 1,934 shares; 2025Q3: 1,892 shares; 2025Q4: 883 shares; 2026Q1: 881 shares; 2026Q2: 673 shares 673 $187K 0.03% -208 Timeline SUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 95 shares; 2025Q2: not reported; 2025Q3: 2,474 shares; 2025Q4: 2,629 shares; 2026Q1: 5,953 shares; 2026Q2: 7,482 shares 7,482 $187K 0.03% +1,529 Timeline NLY ANNALY CAPITAL MANAGEMENT IN More: the full row for ANNALY CAPITAL MANAGEMENT IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 74 shares; 2025Q4: 134 shares; 2026Q1: 5,391 shares; 2026Q2: 8,245 shares 8,245 $184K 0.03% +2,854 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 3,409 shares; 2025Q1: 3,918 shares; 2025Q2: 4,149 shares; 2025Q3: 4,489 shares; 2025Q4: 2,753 shares; 2026Q1: 2,704 shares; 2026Q2: 1,085 shares 1,085 $181K 0.03% -1,619 Timeline VICI VICI PPTYS INC More: the full row for VICI PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 4,740 shares; 2025Q2: 6,354 shares; 2025Q3: 6,459 shares; 2025Q4: 6,475 shares; 2026Q1: 7,349 shares; 2026Q2: 6,785 shares 6,785 $180K 0.03% -564 Timeline NXT NEXTPOWER INC More: the full row for NEXTPOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 26 shares; 2026Q1: 1,560 shares; 2026Q2: 1,507 shares 1,507 $180K 0.03% -53 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: not loaded; 2024Q4: not reported; 2025Q1: 155 shares; 2025Q2: 155 shares; 2025Q3: 155 shares; 2025Q4: 155 shares; 2026Q1: 324 shares; 2026Q2: 236 shares 236 $178K 0.03% -88 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 4,656 shares; 2025Q2: 4,775 shares; 2025Q3: 5,188 shares; 2025Q4: 3,637 shares; 2026Q1: 3,960 shares; 2026Q2: 3,822 shares 3,822 $178K 0.03% -138 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 1,026 shares; 2025Q2: 907 shares; 2025Q3: 910 shares; 2025Q4: 163 shares; 2026Q1: 206 shares; 2026Q2: 454 shares 454 $177K 0.03% +248 Timeline EXPD EXPEDITORS INTL WASH INC More: the full row for EXPEDITORS INTL WASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 831 shares; 2025Q2: 858 shares; 2025Q3: 858 shares; 2025Q4: 938 shares; 2026Q1: 1,470 shares; 2026Q2: 1,077 shares 1,077 $176K 0.03% -393 Timeline ARCC ARES CAPITAL CORP More: the full row for ARES CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 1,008 shares; 2025Q2: 1,008 shares; 2025Q3: 1,008 shares; 2025Q4: 180 shares; 2026Q1: 5,492 shares; 2026Q2: 9,467 shares 9,467 $175K 0.03% +3,975 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 loaded; 2024Q4: not reported; 2025Q1: 230 shares; 2025Q2: 184 shares; 2025Q3: 214 shares; 2025Q4: 276 shares; 2026Q1: 698 shares; 2026Q2: 793 shares 793 $175K 0.03% +95 Timeline SCHE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 3,379 shares; 2025Q2: 3,349 shares; 2025Q3: 3,206 shares; 2025Q4: 4,946 shares; 2026Q1: 4,793 shares; 2026Q2: 4,790 shares 4,790 $174K 0.03% -3 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 918 shares; 2025Q2: 922 shares; 2025Q3: 1,667 shares; 2025Q4: 447 shares; 2026Q1: 1,336 shares; 2026Q2: 1,998 shares 1,998 $174K 0.03% +662 Timeline WWJD NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 318 shares; 2025Q2: 4,662 shares; 2025Q3: 4,664 shares; 2025Q4: 4,629 shares; 2026Q1: 4,594 shares; 2026Q2: 4,548 shares 4,548 $173K 0.03% -46 Timeline DFAE DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 916 shares; 2025Q2: 916 shares; 2025Q3: 916 shares; 2025Q4: 916 shares; 2026Q1: 5,342 shares; 2026Q2: 4,312 shares 4,312 $173K 0.03% -1,030 Timeline XSHD INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 12,171 shares 12,171 $172K 0.03% new Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 9,732 shares; 2025Q1: 5,125 shares; 2025Q2: 4,242 shares; 2025Q3: 4,093 shares; 2025Q4: 4,156 shares; 2026Q1: 2,225 shares; 2026Q2: 1,774 shares 1,774 $171K 0.03% -451 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 153 shares; 2025Q2: 162 shares; 2025Q3: 162 shares; 2025Q4: 177 shares; 2026Q1: 235 shares; 2026Q2: 239 shares 239 $170K 0.03% +4 Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 565 shares; 2025Q2: 565 shares; 2025Q3: 565 shares; 2025Q4: 583 shares; 2026Q1: 635 shares; 2026Q2: 788 shares 788 $168K 0.03% +153 Timeline LH LABCORP HOLDINGS INC More: the full row for LABCORP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 505 shares; 2025Q2: 550 shares; 2025Q3: 544 shares; 2025Q4: 572 shares; 2026Q1: 614 shares; 2026Q2: 590 shares 590 $165K 0.03% -24 Timeline VONV VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 1,036 shares; 2025Q2: 1,154 shares; 2025Q3: 1,224 shares; 2025Q4: 1,567 shares; 2026Q1: 2,305 shares; 2026Q2: 1,550 shares 1,550 $165K 0.03% -755 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,511 shares; 2025Q1: 672 shares; 2025Q2: 818 shares; 2025Q3: 825 shares; 2025Q4: 926 shares; 2026Q1: 1,601 shares; 2026Q2: 1,298 shares 1,298 $164K 0.03% -303 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: not loaded; 2024Q4: 3,987 shares; 2025Q1: 856 shares; 2025Q2: 1,099 shares; 2025Q3: 1,110 shares; 2025Q4: 1,002 shares; 2026Q1: 998 shares; 2026Q2: 2,379 shares 2,379 $164K 0.03% +1,381 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 2,153 shares; 2025Q2: 1,973 shares; 2025Q3: 1,973 shares; 2025Q4: 2,397 shares; 2026Q1: 3,037 shares; 2026Q2: 1,973 shares 1,973 $164K 0.03% -1,064 Timeline JMOM J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 1,268 shares; 2025Q2: 1,268 shares; 2025Q3: 1,268 shares; 2025Q4: 1,268 shares; 2026Q1: 1,268 shares; 2026Q2: 1,913 shares 1,913 $163K 0.03% +645 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 170 shares; 2025Q2: 520 shares; 2025Q3: 526 shares; 2025Q4: 526 shares; 2026Q1: 1,121 shares; 2026Q2: 688 shares 688 $163K 0.03% -433 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: not loaded; 2024Q4: not reported; 2025Q1: 36 shares; 2025Q2: 157 shares; 2025Q3: 168 shares; 2025Q4: 874 shares; 2026Q1: 1,329 shares; 2026Q2: 1,744 shares 1,744 $161K 0.03% +415 Timeline TROW PRICE T ROWE GROUP INC More: the full row for PRICE T ROWE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 1,334 shares; 2025Q2: 1,345 shares; 2025Q3: 1,351 shares; 2025Q4: 1,378 shares; 2026Q1: 1,436 shares; 2026Q2: 1,412 shares 1,412 $161K 0.03% -24 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 19 shares; 2025Q2: 60 shares; 2025Q3: 85 shares; 2025Q4: 132 shares; 2026Q1: 246 shares; 2026Q2: 158 shares 158 $160K 0.03% -88 Timeline FAAR FIRST TR EXCHANGE TRAD FD VI More: the full row for FIRST TR EXCHANGE TRAD FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 2,209 shares; 2025Q2: 2,209 shares; 2025Q3: 4,887 shares; 2025Q4: 4,345 shares; 2026Q1: 4,987 shares; 2026Q2: 5,029 shares 5,029 $159K 0.03% +42 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 965 shares; 2026Q1: 2,514 shares; 2026Q2: 2,642 shares 2,642 $159K 0.03% +128 Timeline STWD STARWOOD PPTY TR INC More: the full row for STARWOOD PPTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 4,221 shares; 2025Q2: 4,221 shares; 2025Q3: 4,398 shares; 2025Q4: 771 shares; 2026Q1: 5,148 shares; 2026Q2: 9,684 shares 9,684 $159K 0.03% +4,536 Timeline USXF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 2,389 shares; 2025Q2: 1,898 shares; 2025Q3: 1,898 shares; 2025Q4: 1,898 shares; 2026Q1: 2,809 shares; 2026Q2: 2,237 shares 2,237 $155K 0.03% -572 Timeline MSCI MSCI INC More: the full row for MSCI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 313 shares; 2025Q2: 319 shares; 2025Q3: 364 shares; 2025Q4: 151 shares; 2026Q1: 289 shares; 2026Q2: 272 shares 272 $152K 0.03% -17 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: not loaded; 2024Q4: 2,239 shares; 2025Q1: 1,779 shares; 2025Q2: 1,835 shares; 2025Q3: 1,640 shares; 2025Q4: 1,221 shares; 2026Q1: 1,256 shares; 2026Q2: 1,488 shares 1,488 $152K 0.03% +232 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 344 shares; 2025Q2: 5,360 shares; 2025Q3: 1,618 shares; 2025Q4: 1,022 shares; 2026Q1: 1,416 shares; 2026Q2: 1,623 shares 1,623 $152K 0.03% +207 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 144 shares; 2025Q2: 180 shares; 2025Q3: 56 shares; 2025Q4: 64 shares; 2026Q1: 126 shares; 2026Q2: 242 shares 242 $151K 0.03% +116 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 219 shares; 2025Q2: 308 shares; 2025Q3: 423 shares; 2025Q4: 451 shares; 2026Q1: 502 shares; 2026Q2: 479 shares 479 $151K 0.03% -23 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1 shares; 2025Q3: 1 shares; 2025Q4: 70 shares; 2026Q1: 361 shares; 2026Q2: 292 shares 292 $150K 0.03% -69 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 1 shares; 2025Q2: 2 shares; 2025Q3: 2 shares; 2025Q4: 4 shares; 2026Q1: 47 shares; 2026Q2: 47 shares 47 $150K 0.03% 0 Timeline FUTY FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,388 shares; 2025Q3: 5,654 shares; 2025Q4: 533 shares; 2026Q1: 768 shares; 2026Q2: 2,563 shares 2,563 $150K 0.03% +1,795 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 1,484 shares; 2025Q2: 1,695 shares; 2025Q3: 1,546 shares; 2025Q4: 1,324 shares; 2026Q1: 1,958 shares; 2026Q2: 1,811 shares 1,811 $150K 0.03% -147 Timeline DFCF DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 1,047 shares; 2025Q2: 1,047 shares; 2025Q3: 1,047 shares; 2025Q4: 1,047 shares; 2026Q1: 4,381 shares; 2026Q2: 3,528 shares 3,528 $149K 0.03% -853 Timeline INGR INGREDION INC More: the full row for INGREDION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 1,000 shares; 2025Q2: 1,077 shares; 2025Q3: 1,091 shares; 2025Q4: 1,150 shares; 2026Q1: 1,425 shares; 2026Q2: 1,572 shares 1,572 $149K 0.03% +147 Timeline EZU ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 387 shares; 2025Q2: 387 shares; 2025Q3: 387 shares; 2025Q4: 1,247 shares; 2026Q1: 2,127 shares; 2026Q2: 2,127 shares 2,127 $148K 0.03% 0 Timeline FCAL FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 3,000 shares; 2025Q2: 3,000 shares; 2025Q3: not reported; 2025Q4: 2,971 shares; 2026Q1: 2,971 shares; 2026Q2: 2,971 shares 2,971 $148K 0.03% 0 Timeline JOBY JOBY AVIATION INC More: the full row for JOBY AVIATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 200 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 124 shares; 2026Q1: 10 shares; 2026Q2: 16,500 shares 16,500 $147K 0.03% +16,490 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 835 shares; 2025Q2: 862 shares; 2025Q3: 871 shares; 2025Q4: 901 shares; 2026Q1: 1,336 shares; 2026Q2: 908 shares 908 $147K 0.03% -428 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 943 shares; 2025Q2: 1,000 shares; 2025Q3: 989 shares; 2025Q4: 754 shares; 2026Q1: 854 shares; 2026Q2: 723 shares 723 $146K 0.03% -131 Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 532 shares; 2025Q1: 498 shares; 2025Q2: 502 shares; 2025Q3: 496 shares; 2025Q4: 313 shares; 2026Q1: 299 shares; 2026Q2: 276 shares 276 $145K 0.03% -23 Timeline FTEC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 350 shares; 2025Q2: 350 shares; 2025Q3: 350 shares; 2025Q4: 378 shares; 2026Q1: 750 shares; 2026Q2: 508 shares 508 $145K 0.03% -242 Timeline NUBD NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 9,777 shares; 2025Q1: 10,054 shares; 2025Q2: 7,147 shares; 2025Q3: 7,537 shares; 2025Q4: 7,384 shares; 2026Q1: 6,562 shares; 2026Q2: 6,550 shares 6,550 $145K 0.03% -12 Timeline DDOG DATADOG INC More: the full row for DATADOG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 153 shares; 2025Q3: 352 shares; 2025Q4: 379 shares; 2026Q1: 437 shares; 2026Q2: 553 shares 553 $144K 0.03% +116 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 232 shares; 2025Q2: 336 shares; 2025Q3: 594 shares; 2025Q4: 1,819 shares; 2026Q1: 2,748 shares; 2026Q2: 1,491 shares 1,491 $144K 0.03% -1,257 Timeline LITE LUMENTUM HLDGS INC More: the full row for LUMENTUM HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 450 shares; 2025Q4: 48 shares; 2026Q1: 78 shares; 2026Q2: 166 shares 166 $142K 0.03% +88 Timeline QUIZ ZACKS TRUST More: the full row for ZACKS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,867 shares; 2026Q1: 4,870 shares; 2026Q2: 4,870 shares 4,870 $142K 0.03% 0 Timeline VOX VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 559 shares; 2025Q2: 687 shares; 2025Q3: 687 shares; 2025Q4: 673 shares; 2026Q1: 927 shares; 2026Q2: 771 shares 771 $142K 0.03% -156 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 1,392 shares; 2025Q2: 1,372 shares; 2025Q3: 1,441 shares; 2025Q4: 1,563 shares; 2026Q1: 1,699 shares; 2026Q2: 1,378 shares 1,378 $141K 0.03% -321 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 174 shares; 2025Q2: 274 shares; 2025Q3: 273 shares; 2025Q4: 321 shares; 2026Q1: 376 shares; 2026Q2: 416 shares 416 $141K 0.03% +40 Timeline FTLS FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 468 shares; 2025Q2: 468 shares; 2025Q3: 693 shares; 2025Q4: 869 shares; 2026Q1: 1,692 shares; 2026Q2: 1,901 shares 1,901 $140K 0.03% +209 Timeline IQSI NYLIM ETF TR More: the full row for NYLIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,917 shares; 2025Q4: 8,457 shares; 2026Q1: 10,485 shares; 2026Q2: 3,663 shares 3,663 $140K 0.03% -6,822 Timeline FDL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 846 shares; 2025Q2: 1,983 shares; 2025Q3: 1,983 shares; 2025Q4: 3,270 shares; 2026Q1: 3,098 shares; 2026Q2: 2,875 shares 2,875 $140K 0.03% -223 Timeline MPWR MONOLITHIC PWR SYS INC More: the full row for MONOLITHIC PWR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5 shares; 2026Q1: 64 shares; 2026Q2: 101 shares 101 $140K 0.03% +37 Timeline TMFC RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,115 shares; 2026Q1: 2,133 shares; 2026Q2: 1,832 shares 1,832 $140K 0.03% -301 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 50 shares; 2025Q3: 98 shares; 2025Q4: 120 shares; 2026Q1: 421 shares; 2026Q2: 397 shares 397 $137K 0.02% -24 Timeline RYAAY RYANAIR HOLDINGS PLC More: the full row for RYANAIR HOLDINGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,058 shares; 2026Q1: 2,360 shares; 2026Q2: 2,102 shares 2,102 $136K 0.02% -258 Timeline BEPC BROOKFIELD RENEWABLE CORP More: the full row for BROOKFIELD RENEWABLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 2,188 shares; 2025Q2: 2,188 shares; 2025Q3: 3,092 shares; 2025Q4: 764 shares; 2026Q1: 2,294 shares; 2026Q2: 3,627 shares 3,627 $135K 0.02% +1,333 Timeline XUDV FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,594 shares; 2026Q2: 4,258 shares 4,258 $133K 0.02% +664 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 518 shares; 2025Q2: 564 shares; 2025Q3: 503 shares; 2025Q4: 520 shares; 2026Q1: 1,483 shares; 2026Q2: 1,020 shares 1,020 $133K 0.02% -463 Timeline SMA SMARTSTOP SELF STORAG REIT I More: the full row for SMARTSTOP SELF STORAG REIT I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,689 shares; 2025Q4: 7,186 shares; 2026Q1: 4,084 shares; 2026Q2: 4,091 shares 4,091 $133K 0.02% +7 Timeline ALAB ASTERA LABS INC More: the full row for ASTERA LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 109 shares; 2026Q1: 184 shares; 2026Q2: 274 shares 274 $132K 0.02% +90 Timeline EG EVEREST GROUP LTD More: the full row for EVEREST GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 614 shares; 2025Q2: 722 shares; 2025Q3: 698 shares; 2025Q4: 302 shares; 2026Q1: 368 shares; 2026Q2: 366 shares 366 $131K 0.02% -2 Timeline TFLO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 1,550 shares; 2025Q2: 1,561 shares; 2025Q3: 195 shares; 2025Q4: 389 shares; 2026Q1: 3,369 shares; 2026Q2: 2,582 shares 2,582 $131K 0.02% -787 Timeline MOG-A MOOG INC More: the full row for MOOG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3 shares; 2026Q1: 6 shares; 2026Q2: 308 shares 308 $131K 0.02% +302 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 4,267 shares; 2025Q1: 2,606 shares; 2025Q2: 1,016 shares; 2025Q3: 1,218 shares; 2025Q4: 1,258 shares; 2026Q1: 1,550 shares; 2026Q2: 1,751 shares 1,751 $130K 0.02% +201 Timeline OMC OMNICOM GROUP INC More: the full row for OMNICOM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 1,175 shares; 2025Q2: 1,196 shares; 2025Q3: 1,263 shares; 2025Q4: 1,612 shares; 2026Q1: 1,731 shares; 2026Q2: 1,778 shares 1,778 $129K 0.02% +47 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,428 shares; 2025Q1: 1,246 shares; 2025Q2: 1,179 shares; 2025Q3: 1,143 shares; 2025Q4: 552 shares; 2026Q1: 356 shares; 2026Q2: 317 shares 317 $129K 0.02% -39 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: not loaded; 2024Q4: 944 shares; 2025Q1: 1,713 shares; 2025Q2: 1,865 shares; 2025Q3: 1,901 shares; 2025Q4: 790 shares; 2026Q1: 1,469 shares; 2026Q2: 768 shares 768 $129K 0.02% -701 Timeline COHR COHERENT CORP More: the full row for COHERENT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 23 shares; 2025Q4: 95 shares; 2026Q1: 498 shares; 2026Q2: 326 shares 326 $129K 0.02% -172 Timeline PECO PHILLIPS EDISON & CO INC More: the full row for PHILLIPS EDISON & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 3,000 shares; 2025Q2: 3,000 shares; 2025Q3: 3,012 shares; 2025Q4: 3,016 shares; 2026Q1: 3,063 shares; 2026Q2: 3,072 shares 3,072 $128K 0.02% +9 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: not loaded; 2024Q4: not reported; 2025Q1: 116 shares; 2025Q2: 122 shares; 2025Q3: 122 shares; 2025Q4: 30 shares; 2026Q1: 719 shares; 2026Q2: 1,134 shares 1,134 $128K 0.02% +415 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 2,716 shares; 2025Q2: 2,700 shares; 2025Q3: 2,724 shares; 2025Q4: 3,291 shares; 2026Q1: 3,311 shares; 2026Q2: 3,658 shares 3,658 $127K 0.02% +347 Timeline TCAF T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,401 shares; 2026Q1: 3,040 shares; 2026Q2: 3,040 shares 3,040 $125K 0.02% 0 Timeline QCLN FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 1,791 shares; 2025Q2: 1,792 shares; 2025Q3: 1,737 shares; 2025Q4: 1,888 shares; 2026Q1: 1,958 shares; 2026Q2: 2,035 shares 2,035 $125K 0.02% +77 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 482 shares; 2025Q2: 794 shares; 2025Q3: 868 shares; 2025Q4: 725 shares; 2026Q1: 723 shares; 2026Q2: 756 shares 756 $124K 0.02% +33 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: not loaded; 2024Q4: not reported; 2025Q1: 232 shares; 2025Q2: 194 shares; 2025Q3: 329 shares; 2025Q4: 467 shares; 2026Q1: 679 shares; 2026Q2: 916 shares 916 $124K 0.02% +237 Timeline CTSH COGNIZANT TECHNOLOGY SOLUTIO More: the full row for COGNIZANT TECHNOLOGY SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 3,408 shares; 2025Q2: 3,476 shares; 2025Q3: 3,490 shares; 2025Q4: 3,571 shares; 2026Q1: 3,885 shares; 2026Q2: 3,196 shares 3,196 $124K 0.02% -689 Timeline SCHR SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 3,738 shares; 2025Q2: 3,432 shares; 2025Q3: 3,352 shares; 2025Q4: 3,386 shares; 2026Q1: 3,290 shares; 2026Q2: 5,001 shares 5,001 $123K 0.02% +1,711 Timeline