NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 502,537 shares; 2024Q4: 489,066 shares; 2025Q1: 481,477 shares; 2025Q2: 465,408 shares; 2025Q3: 457,635 shares; 2025Q4: 432,009 shares; 2026Q1: 424,077 shares; 2026Q2: 418,109 shares 418,109 $83.7M 9.98% -5,968 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: 50 shares; 2024Q4: 53 shares; 2025Q1: 62 shares; 2025Q2: 62 shares; 2025Q3: 62 shares; 2025Q4: 62 shares; 2026Q1: 62 shares; 2026Q2: 62 shares 62 $46.4M 5.54% 0 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: 66,108 shares; 2024Q4: 65,787 shares; 2025Q1: 65,056 shares; 2025Q2: 66,453 shares; 2025Q3: 69,736 shares; 2025Q4: 69,757 shares; 2026Q1: 69,176 shares; 2026Q2: 70,189 shares 70,189 $35.1M 4.19% +1,013 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: 120,185 shares; 2024Q4: 117,433 shares; 2025Q1: 116,638 shares; 2025Q2: 110,858 shares; 2025Q3: 112,169 shares; 2025Q4: 112,396 shares; 2026Q1: 111,575 shares; 2026Q2: 111,008 shares 111,008 $32.1M 3.83% -567 Timeline MUSA MURPHY USA INC More: the full row for MURPHY USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 50,232 shares; 2024Q4: 50,232 shares; 2025Q1: 53,215 shares; 2025Q2: 52,675 shares; 2025Q3: 52,620 shares; 2025Q4: 52,620 shares; 2026Q1: 52,593 shares; 2026Q2: 55,343 shares 55,343 $29.8M 3.56% +2,750 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: 39,282 shares; 2024Q4: 76,155 shares; 2025Q1: 77,512 shares; 2025Q2: 77,831 shares; 2025Q3: 82,666 shares; 2025Q4: 82,379 shares; 2026Q1: 82,574 shares; 2026Q2: 84,869 shares 84,869 $28.9M 3.45% +2,295 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: 10,022 shares; 2024Q4: 9,898 shares; 2025Q1: 9,999 shares; 2025Q2: 10,708 shares; 2025Q3: 11,603 shares; 2025Q4: 11,687 shares; 2026Q1: 11,761 shares; 2026Q2: 11,993 shares 11,993 $23.9M 2.85% +232 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: 1,803 shares; 2024Q4: 1,803 shares; 2025Q1: 1,803 shares; 2025Q2: 1,891 shares; 2025Q3: 16,467 shares; 2025Q4: 72,523 shares; 2026Q1: 80,221 shares; 2026Q2: 83,070 shares 83,070 $21.2M 2.53% +2,849 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: 4,216 shares; 2024Q4: 4,611 shares; 2025Q1: 5,442 shares; 2025Q2: 5,841 shares; 2025Q3: 6,432 shares; 2025Q4: 6,589 shares; 2026Q1: 6,669 shares; 2026Q2: 68,998 shares 68,998 $20.8M 2.48% +62,329 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: 72,438 shares; 2024Q4: 71,762 shares; 2025Q1: 74,384 shares; 2025Q2: 73,769 shares; 2025Q3: 77,241 shares; 2025Q4: 78,860 shares; 2026Q1: 79,672 shares; 2026Q2: 82,891 shares 82,891 $19.8M 2.36% +3,219 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: 44,072 shares; 2024Q4: 43,964 shares; 2025Q1: 49,087 shares; 2025Q2: 48,692 shares; 2025Q3: 49,568 shares; 2025Q4: 49,855 shares; 2026Q1: 50,219 shares; 2026Q2: 52,745 shares 52,745 $19.7M 2.35% +2,526 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: 38,864 shares; 2024Q4: 38,718 shares; 2025Q1: 42,832 shares; 2025Q2: 43,610 shares; 2025Q3: 45,842 shares; 2025Q4: 46,515 shares; 2026Q1: 47,531 shares; 2026Q2: 49,838 shares 49,838 $17.8M 2.13% +2,307 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: 1,608 shares; 2024Q4: 1,608 shares; 2025Q1: 22,248 shares; 2025Q2: 49,033 shares; 2025Q3: 55,984 shares; 2025Q4: 71,452 shares; 2026Q1: 73,023 shares; 2026Q2: 80,315 shares 80,315 $15.2M 1.82% +7,292 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: 38,642 shares; 2024Q4: 38,315 shares; 2025Q1: 38,676 shares; 2025Q2: 38,825 shares; 2025Q3: 39,303 shares; 2025Q4: 39,792 shares; 2026Q1: 40,843 shares; 2026Q2: 43,714 shares 43,714 $15M 1.79% +2,871 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: 36,599 shares; 2024Q4: 35,335 shares; 2025Q1: 36,793 shares; 2025Q2: 37,485 shares; 2025Q3: 38,497 shares; 2025Q4: 38,558 shares; 2026Q1: 39,512 shares; 2026Q2: 43,630 shares 43,630 $14.3M 1.7% +4,118 Timeline OUNZ VANECK MERK GOLD ETF More: the full row for VANECK MERK GOLD ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 50,309 shares; 2024Q4: 50,309 shares; 2025Q1: 50,309 shares; 2025Q2: 225,509 shares; 2025Q3: 235,510 shares; 2025Q4: 267,425 shares; 2026Q1: 283,026 shares; 2026Q2: 321,957 shares 321,957 $12.4M 1.48% +38,931 Timeline TIPX SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 625,168 shares; 2024Q4: 624,979 shares; 2025Q1: 629,650 shares; 2025Q2: 600,823 shares; 2025Q3: 611,789 shares; 2025Q4: 633,464 shares; 2026Q1: 648,656 shares; 2026Q2: 650,277 shares 650,277 $12.3M 1.47% +1,621 Timeline HOLA J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 281,899 shares; 2026Q1: 260,015 shares; 2026Q2: 214,519 shares 214,519 $11.9M 1.42% -45,496 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: 21,371 shares; 2024Q4: 21,104 shares; 2025Q1: 22,263 shares; 2025Q2: 22,218 shares; 2025Q3: 23,117 shares; 2025Q4: 23,149 shares; 2026Q1: 22,817 shares; 2026Q2: 30,857 shares 30,857 $11.7M 1.39% +8,040 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: 272,628 shares; 2024Q4: 248,667 shares; 2025Q1: 9,026 shares; 2025Q2: 11,112 shares; 2025Q3: 11,037 shares; 2025Q4: 13,474 shares; 2026Q1: 14,310 shares; 2026Q2: 15,348 shares 15,348 $11.5M 1.37% +1,038 Timeline FPS FORGENT POWER SOLUTIONS INC More: the full row for FORGENT POWER SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 199,710 shares 199,710 $11.2M 1.33% new 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: 45,454 shares; 2024Q4: 44,856 shares; 2025Q1: 45,134 shares; 2025Q2: 44,201 shares; 2025Q3: 45,362 shares; 2025Q4: 45,184 shares; 2026Q1: 45,810 shares; 2026Q2: 49,861 shares 49,861 $11M 1.31% +4,051 Timeline BINV 2023 ETF SERIES TRUST More: the full row for 2023 ETF SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 211,795 shares; 2026Q1: 226,310 shares; 2026Q2: 256,388 shares 256,388 $10.8M 1.28% +30,078 Timeline MTH MERITAGE HOMES CORP More: the full row for MERITAGE HOMES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 59,250 shares; 2024Q4: 59,250 shares; 2025Q1: 123,500 shares; 2025Q2: 123,500 shares; 2025Q3: 123,500 shares; 2025Q4: 123,500 shares; 2026Q1: 123,500 shares; 2026Q2: 123,500 shares 123,500 $10.4M 1.24% 0 Timeline SCCO SOUTHERN COPPER CORP More: the full row for SOUTHERN COPPER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 43,739 shares; 2024Q4: 48,608 shares; 2025Q1: 44,906 shares; 2025Q2: 47,656 shares; 2025Q3: 52,185 shares; 2025Q4: 53,155 shares; 2026Q1: 54,103 shares; 2026Q2: 58,802 shares 58,802 $10.2M 1.22% +4,699 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: 25,480 shares; 2024Q4: 25,809 shares; 2025Q1: 26,481 shares; 2025Q2: 27,032 shares; 2025Q3: 28,122 shares; 2025Q4: 28,506 shares; 2026Q1: 28,895 shares; 2026Q2: 31,409 shares 31,409 $9.89M 1.18% +2,514 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: 91,904 shares; 2024Q4: 91,039 shares; 2025Q1: 92,590 shares; 2025Q2: 92,870 shares; 2025Q3: 98,008 shares; 2025Q4: 99,450 shares; 2026Q1: 101,533 shares; 2026Q2: 112,578 shares 112,578 $9.88M 1.18% +11,045 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,035 shares; 2025Q2: 7,053 shares; 2025Q3: 7,328 shares; 2025Q4: 7,477 shares; 2026Q1: 8,895 shares; 2026Q2: 9,771 shares 9,771 $9.4M 1.12% +876 Timeline DIVO AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 165,499 shares; 2025Q4: 171,320 shares; 2026Q1: 176,193 shares; 2026Q2: 190,012 shares 190,012 $8.68M 1.04% +13,819 Timeline VMI VALMONT INDS INC More: the full row for VALMONT INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,766 shares; 2024Q4: 10,766 shares; 2025Q1: 11,240 shares; 2025Q2: 11,240 shares; 2025Q3: 11,240 shares; 2025Q4: 11,240 shares; 2026Q1: 11,178 shares; 2026Q2: 14,981 shares 14,981 $8.65M 1.03% +3,803 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: 1,434 shares; 2024Q4: 1,320 shares; 2025Q1: 1,320 shares; 2025Q2: 1,336 shares; 2025Q3: 15,889 shares; 2025Q4: 22,011 shares; 2026Q1: 23,932 shares; 2026Q2: 30,105 shares 30,105 $8.47M 1.01% +6,173 Timeline GRBK GREEN BRICK PARTNERS INC More: the full row for GREEN BRICK PARTNERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 74,050 shares; 2024Q4: 73,005 shares; 2025Q1: 76,346 shares; 2025Q2: 79,504 shares; 2025Q3: 85,309 shares; 2025Q4: 89,609 shares; 2026Q1: 92,637 shares; 2026Q2: 104,768 shares 104,768 $8.39M 1% +12,131 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: 824 shares; 2024Q4: 824 shares; 2025Q1: 6,085 shares; 2025Q2: 6,418 shares; 2025Q3: 6,875 shares; 2025Q4: 7,080 shares; 2026Q1: 7,344 shares; 2026Q2: 8,378 shares 8,378 $7.84M 0.94% +1,034 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,276 shares; 2024Q4: 6,136 shares; 2025Q1: 7,990 shares; 2025Q2: 8,816 shares; 2025Q3: 9,632 shares; 2025Q4: 9,897 shares; 2026Q1: 10,235 shares; 2026Q2: 12,063 shares 12,063 $7.65M 0.91% +1,828 Timeline FANG DIAMONDBACK ENERGY INC More: the full row for DIAMONDBACK ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 32,969 shares; 2024Q4: 28,152 shares; 2025Q1: 28,617 shares; 2025Q2: 28,951 shares; 2025Q3: 30,106 shares; 2025Q4: 30,057 shares; 2026Q1: 33,429 shares; 2026Q2: 42,790 shares 42,790 $7.52M 0.9% +9,361 Timeline HUBB HUBBELL INC More: the full row for HUBBELL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,732 shares; 2024Q4: 6,791 shares; 2025Q1: 8,030 shares; 2025Q2: 9,438 shares; 2025Q3: 10,595 shares; 2025Q4: 11,053 shares; 2026Q1: 11,574 shares; 2026Q2: 14,050 shares 14,050 $7.35M 0.88% +2,476 Timeline NVT NVENT ELEC PLC More: the full row for NVENT ELEC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 48,073 shares; 2024Q4: 48,076 shares; 2025Q1: 46,567 shares; 2025Q2: 44,800 shares; 2025Q3: 44,215 shares; 2025Q4: 44,332 shares; 2026Q1: 48,160 shares; 2026Q2: 43,127 shares 43,127 $7.31M 0.87% -5,033 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: 9,924 shares; 2024Q4: 9,908 shares; 2025Q1: 9,825 shares; 2025Q2: 10,063 shares; 2025Q3: 11,302 shares; 2025Q4: 11,711 shares; 2026Q1: 11,890 shares; 2026Q2: 14,095 shares 14,095 $7.07M 0.84% +2,205 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: 1,271 shares; 2024Q4: 1,271 shares; 2025Q1: 796 shares; 2025Q2: 89,922 shares; 2025Q3: 114,002 shares; 2025Q4: 118,610 shares; 2026Q1: 128,315 shares; 2026Q2: 134,419 shares 134,419 $6.8M 0.81% +6,104 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,706 shares; 2024Q4: 9,375 shares; 2025Q1: 10,060 shares; 2025Q2: 10,912 shares; 2025Q3: 12,245 shares; 2025Q4: 12,647 shares; 2026Q1: 12,866 shares; 2026Q2: 15,082 shares 15,082 $6.73M 0.8% +2,216 Timeline MUR MURPHY OIL CORP More: the full row for MURPHY OIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 197,173 shares; 2024Q4: 198,457 shares; 2025Q1: 199,857 shares; 2025Q2: 199,857 shares; 2025Q3: 199,471 shares; 2025Q4: 199,471 shares; 2026Q1: 197,834 shares; 2026Q2: 198,384 shares 198,384 $6.46M 0.77% +550 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: 26,417 shares; 2024Q4: 26,417 shares; 2025Q1: 26,355 shares; 2025Q2: 26,355 shares; 2025Q3: 26,355 shares; 2025Q4: 26,355 shares; 2026Q1: 26,306 shares; 2026Q2: 26,187 shares 26,187 $6.45M 0.77% -119 Timeline SN SHARKNINJA INC More: the full row for SHARKNINJA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 22,117 shares; 2026Q1: 30,049 shares; 2026Q2: 41,713 shares 41,713 $6.35M 0.76% +11,664 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: 3,983 shares; 2024Q4: 4,014 shares; 2025Q1: 4,014 shares; 2025Q2: 4,014 shares; 2025Q3: 4,728 shares; 2025Q4: 5,648 shares; 2026Q1: 5,591 shares; 2026Q2: 5,549 shares 5,549 $5.91M 0.71% -42 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6 shares; 2025Q3: 6 shares; 2025Q4: 32 shares; 2026Q1: not reported; 2026Q2: 68,820 shares 68,820 $5.54M 0.66% new Timeline CASY CASEYS GEN STORES INC More: the full row for CASEYS GEN STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,038 shares; 2024Q4: 5,170 shares; 2025Q1: 5,674 shares; 2025Q2: 5,851 shares; 2025Q3: 5,867 shares; 2025Q4: 6,383 shares; 2026Q1: 6,467 shares; 2026Q2: 6,163 shares 6,163 $4.9M 0.58% -304 Timeline TRMB TRIMBLE INC More: the full row for TRIMBLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 65,800 shares; 2024Q4: 66,434 shares; 2025Q1: 66,278 shares; 2025Q2: 67,689 shares; 2025Q3: 73,344 shares; 2025Q4: 73,871 shares; 2026Q1: 76,632 shares; 2026Q2: 93,205 shares 93,205 $4.77M 0.57% +16,573 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: 7,278 shares; 2024Q4: 7,278 shares; 2025Q1: 7,482 shares; 2025Q2: 8,146 shares; 2025Q3: 8,156 shares; 2025Q4: 7,481 shares; 2026Q1: 6,194 shares; 2026Q2: 5,978 shares 5,978 $4.11M 0.49% -216 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: 10,378 shares; 2024Q4: 10,259 shares; 2025Q1: 10,290 shares; 2025Q2: 10,637 shares; 2025Q3: 15,174 shares; 2025Q4: 10,831 shares; 2026Q1: 10,943 shares; 2026Q2: 10,719 shares 10,719 $3.97M 0.47% -224 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: 111,542 shares; 2024Q4: 197,955 shares; 2025Q1: 197,798 shares; 2025Q2: 200,425 shares; 2025Q3: 69,235 shares; 2025Q4: 66,176 shares; 2026Q1: 69,466 shares; 2026Q2: 69,402 shares 69,402 $3.92M 0.47% -64 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,495 shares; 2024Q4: 16,200 shares; 2025Q1: 16,076 shares; 2025Q2: 15,713 shares; 2025Q3: 15,621 shares; 2025Q4: 15,213 shares; 2026Q1: 15,325 shares; 2026Q2: 15,085 shares 15,085 $3.83M 0.46% -240 Timeline TE T1 ENERGY INC More: the full row for T1 ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 781,315 shares; 2024Q4: 781,315 shares; 2025Q1: 781,315 shares; 2025Q2: 781,315 shares; 2025Q3: 781,315 shares; 2025Q4: 781,315 shares; 2026Q1: 781,315 shares; 2026Q2: 391,315 shares 391,315 $3.71M 0.44% -390,000 Timeline CDX SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 179,049 shares; 2025Q4: 199,112 shares; 2026Q1: 218,388 shares; 2026Q2: 173,368 shares 173,368 $3.66M 0.44% -45,020 Timeline ACWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,216 shares; 2024Q4: 5,216 shares; 2025Q1: 5,216 shares; 2025Q2: 7,539 shares; 2025Q3: 8,546 shares; 2025Q4: 11,268 shares; 2026Q1: 12,301 shares; 2026Q2: 47,891 shares 47,891 $3.64M 0.44% +35,590 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,746 shares; 2024Q4: 7,809 shares; 2025Q1: 8,110 shares; 2025Q2: 8,333 shares; 2025Q3: 9,018 shares; 2025Q4: 10,045 shares; 2026Q1: 10,173 shares; 2026Q2: 10,056 shares 10,056 $3.43M 0.41% -117 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,124 shares; 2025Q1: 39,169 shares; 2025Q2: 45,271 shares; 2025Q3: 49,797 shares; 2025Q4: 48,675 shares; 2026Q1: 49,028 shares; 2026Q2: 74,682 shares 74,682 $3.19M 0.38% +25,654 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: 291 shares; 2024Q4: 291 shares; 2025Q1: 291 shares; 2025Q2: 316 shares; 2025Q3: 12,045 shares; 2025Q4: 12,769 shares; 2026Q1: 13,007 shares; 2026Q2: 13,828 shares 13,828 $3.08M 0.37% +821 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: 10,025 shares; 2024Q4: 10,278 shares; 2025Q1: 10,832 shares; 2025Q2: 14,730 shares; 2025Q3: 15,500 shares; 2025Q4: 19,933 shares; 2026Q1: 21,439 shares; 2026Q2: 22,031 shares 22,031 $3.03M 0.36% +592 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: 4,566 shares; 2024Q4: 4,566 shares; 2025Q1: 4,471 shares; 2025Q2: 4,471 shares; 2025Q3: 5,246 shares; 2025Q4: 5,940 shares; 2026Q1: 5,839 shares; 2026Q2: 5,812 shares 5,812 $2.99M 0.36% -27 Timeline JEPQ J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,596 shares; 2024Q4: 5,891 shares; 2025Q1: 28,450 shares; 2025Q2: 32,442 shares; 2025Q3: 33,616 shares; 2025Q4: 38,106 shares; 2026Q1: 38,451 shares; 2026Q2: 45,570 shares 45,570 $2.8M 0.33% +7,119 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: 293 shares; 2024Q4: 202 shares; 2025Q1: 1,502 shares; 2025Q2: 1,542 shares; 2025Q3: 1,760 shares; 2025Q4: 2,172 shares; 2026Q1: 2,151 shares; 2026Q2: 2,326 shares 2,326 $2.79M 0.33% +175 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: 1,372 shares; 2024Q4: 1,444 shares; 2025Q1: 2,068 shares; 2025Q2: 2,662 shares; 2025Q3: 2,645 shares; 2025Q4: 3,255 shares; 2026Q1: 4,383 shares; 2026Q2: 3,714 shares 3,714 $2.73M 0.33% -669 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 74,276 shares 74,276 $2.47M 0.3% new Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 150 shares; 2024Q4: 272 shares; 2025Q1: 882 shares; 2025Q2: 913 shares; 2025Q3: 882 shares; 2025Q4: 760 shares; 2026Q1: 993 shares; 2026Q2: 5,676 shares 5,676 $2.39M 0.28% +4,683 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: 6,661 shares; 2024Q4: 6,661 shares; 2025Q1: 6,609 shares; 2025Q2: 6,737 shares; 2025Q3: 6,673 shares; 2025Q4: 6,873 shares; 2026Q1: 6,842 shares; 2026Q2: 6,661 shares 6,661 $2.35M 0.28% -181 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,776 shares; 2024Q4: 3,043 shares; 2025Q1: 3,591 shares; 2025Q2: 3,898 shares; 2025Q3: 3,986 shares; 2025Q4: 4,737 shares; 2026Q1: 5,206 shares; 2026Q2: 5,424 shares 5,424 $2.25M 0.27% +218 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: 1,957 shares; 2024Q4: 1,957 shares; 2025Q1: 1,957 shares; 2025Q2: 2,032 shares; 2025Q3: 10,937 shares; 2025Q4: 10,937 shares; 2026Q1: 31,147 shares; 2026Q2: 31,147 shares 31,147 $2.24M 0.27% 0 Timeline HELO J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,249 shares; 2024Q4: 20,231 shares; 2025Q1: 20,234 shares; 2025Q2: 17,854 shares; 2025Q3: 19,891 shares; 2025Q4: 23,250 shares; 2026Q1: 28,255 shares; 2026Q2: 32,867 shares 32,867 $2.22M 0.27% +4,612 Timeline OPPJ WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 15,494 shares; 2026Q2: 36,762 shares 36,762 $2.12M 0.25% +21,268 Timeline FOSL FOSSIL GROUP INC More: the full row for FOSSIL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 493,204 shares 493,204 $2.04M 0.24% new Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,744 shares; 2024Q4: 10,012 shares; 2025Q1: 9,931 shares; 2025Q2: 9,912 shares; 2025Q3: 9,555 shares; 2025Q4: 17,027 shares; 2026Q1: 17,261 shares; 2026Q2: 17,400 shares 17,400 $2.03M 0.24% +139 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: 693 shares; 2024Q4: 713 shares; 2025Q1: 693 shares; 2025Q2: 11,990 shares; 2025Q3: 11,855 shares; 2025Q4: 11,797 shares; 2026Q1: 12,695 shares; 2026Q2: 13,139 shares 13,139 $1.93M 0.23% +444 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,550 shares; 2024Q4: 4,405 shares; 2025Q1: 3,268 shares; 2025Q2: 17,698 shares; 2025Q3: 17,930 shares; 2025Q4: 18,317 shares; 2026Q1: 19,493 shares; 2026Q2: 21,038 shares 21,038 $1.91M 0.23% +1,545 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: 9,937 shares; 2024Q4: 9,841 shares; 2025Q1: 9,375 shares; 2025Q2: 9,394 shares; 2025Q3: 9,266 shares; 2025Q4: 9,201 shares; 2026Q1: 9,138 shares; 2026Q2: 6,739 shares 6,739 $1.83M 0.22% -2,399 Timeline RPM RPM INTL INC More: the full row for RPM INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13,298 shares; 2025Q2: 13,422 shares; 2025Q3: 13,614 shares; 2025Q4: 14,688 shares; 2026Q1: 15,921 shares; 2026Q2: 15,905 shares 15,905 $1.77M 0.21% -16 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 8,964 shares 8,964 $1.7M 0.2% new Timeline IPAC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,080 shares; 2025Q3: 2,971 shares; 2025Q4: 5,431 shares; 2026Q1: 6,373 shares; 2026Q2: 20,066 shares 20,066 $1.64M 0.2% +13,693 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: 50,943 shares; 2024Q4: 50,943 shares; 2025Q1: 50,943 shares; 2025Q2: 50,943 shares; 2025Q3: 50,943 shares; 2025Q4: 50,943 shares; 2026Q1: 50,943 shares; 2026Q2: 52,038 shares 52,038 $1.57M 0.19% +1,095 Timeline GSEW GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,874 shares; 2025Q4: 9,918 shares; 2026Q1: 10,742 shares; 2026Q2: 16,021 shares 16,021 $1.51M 0.18% +5,279 Timeline HBAN HUNTINGTON BANCSHARES INC More: the full row for HUNTINGTON BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 13,015 shares; 2025Q1: 13,015 shares; 2025Q2: 13,015 shares; 2025Q3: 13,015 shares; 2025Q4: 13,015 shares; 2026Q1: 84,931 shares; 2026Q2: 84,931 shares 84,931 $1.51M 0.18% 0 Timeline MPLX MPLX LP More: the full row for MPLX LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 26,222 shares 26,222 $1.48M 0.18% new Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,628 shares; 2024Q4: 2,497 shares; 2025Q1: 2,155 shares; 2025Q2: 2,168 shares; 2025Q3: 3,177 shares; 2025Q4: 3,836 shares; 2026Q1: 3,851 shares; 2026Q2: 4,138 shares 4,138 $1.46M 0.17% +287 Timeline WDEF WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 73,611 shares; 2026Q2: 52,347 shares 52,347 $1.42M 0.17% -21,264 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: 679 shares; 2024Q4: 765 shares; 2025Q1: 765 shares; 2025Q2: 768 shares; 2025Q3: 768 shares; 2025Q4: 720 shares; 2026Q1: 720 shares; 2026Q2: 1,838 shares 1,838 $1.4M 0.17% +1,118 Timeline PAAA 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 25,504 shares 25,504 $1.31M 0.16% new Timeline FTRI 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: 396 shares; 2024Q4: 396 shares; 2025Q1: 396 shares; 2025Q2: 396 shares; 2025Q3: 396 shares; 2025Q4: 43,343 shares; 2026Q1: 62,974 shares; 2026Q2: 78,983 shares 78,983 $1.25M 0.15% +16,009 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: 9,019 shares; 2024Q4: 8,909 shares; 2025Q1: 8,866 shares; 2025Q2: 8,866 shares; 2025Q3: 8,862 shares; 2025Q4: 8,562 shares; 2026Q1: 8,693 shares; 2026Q2: 8,685 shares 8,685 $1.19M 0.14% -8 Timeline SIVR ABRDN SILVER ETF TRUST More: the full row for ABRDN SILVER ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,500 shares; 2024Q4: 13,500 shares; 2025Q1: 13,500 shares; 2025Q2: 13,500 shares; 2025Q3: 20,468 shares; 2025Q4: 20,534 shares; 2026Q1: 20,534 shares; 2026Q2: 20,534 shares 20,534 $1.15M 0.14% 0 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 80 shares; 2024Q4: 80 shares; 2025Q1: 80 shares; 2025Q2: 80 shares; 2025Q3: 1,728 shares; 2025Q4: 3,187 shares; 2026Q1: 3,149 shares; 2026Q2: 3,061 shares 3,061 $1.13M 0.14% -88 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,503 shares; 2025Q4: 3,128 shares; 2026Q1: 3,122 shares; 2026Q2: 3,047 shares 3,047 $968K 0.12% -75 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: 9,100 shares; 2024Q4: 11,850 shares; 2025Q1: 12,051 shares; 2025Q2: 14,259 shares; 2025Q3: 11,850 shares; 2025Q4: 12,222 shares; 2026Q1: 12,393 shares; 2026Q2: 12,393 shares 12,393 $956K 0.11% 0 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 9,058 shares 9,058 $927K 0.11% new 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: 4,642 shares; 2024Q4: 6,922 shares; 2025Q1: 7,078 shares; 2025Q2: 7,025 shares; 2025Q3: 6,933 shares; 2025Q4: 6,193 shares; 2026Q1: 6,346 shares; 2026Q2: 6,140 shares 6,140 $911K 0.11% -206 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: 1,107 shares; 2024Q4: 1,044 shares; 2025Q1: 1,044 shares; 2025Q2: 1,044 shares; 2025Q3: 1,044 shares; 2025Q4: 1,129 shares; 2026Q1: 1,129 shares; 2026Q2: 1,195 shares 1,195 $892K 0.11% +66 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 reported; 2024Q4: not reported; 2025Q1: 500 shares; 2025Q2: 628 shares; 2025Q3: 653 shares; 2025Q4: 823 shares; 2026Q1: 1,156 shares; 2026Q2: 1,779 shares 1,779 $850K 0.1% +623 Timeline RYN RAYONIER INC More: the full row for RAYONIER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 36,239 shares; 2026Q2: 36,239 shares 36,239 $771K 0.09% 0 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 75 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,995 shares; 2025Q4: 7,772 shares; 2026Q1: 7,836 shares; 2026Q2: 7,193 shares 7,193 $735K 0.09% -643 Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 552 shares; 2024Q4: 439 shares; 2025Q1: 439 shares; 2025Q2: 439 shares; 2025Q3: 8,387 shares; 2025Q4: 16,311 shares; 2026Q1: 16,230 shares; 2026Q2: 17,106 shares 17,106 $707K 0.08% +876 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: 3,602 shares; 2024Q4: 3,602 shares; 2025Q1: 3,602 shares; 2025Q2: 3,602 shares; 2025Q3: 3,602 shares; 2025Q4: 3,602 shares; 2026Q1: 9,484 shares; 2026Q2: 9,030 shares 9,030 $704K 0.08% -454 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: 4,290 shares; 2024Q4: 4,083 shares; 2025Q1: 4,085 shares; 2025Q2: 3,738 shares; 2025Q3: 3,736 shares; 2025Q4: 3,736 shares; 2026Q1: 3,751 shares; 2026Q2: 3,839 shares 3,839 $636K 0.08% +88 Timeline USO UNITED STS OIL FD LP More: the full row for UNITED STS OIL FD LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,116 shares; 2026Q2: 5,938 shares 5,938 $632K 0.08% +4,822 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 492 shares; 2025Q1: 1,925 shares; 2025Q2: 1,925 shares; 2025Q3: 1,863 shares; 2025Q4: 1,716 shares; 2026Q1: 1,528 shares; 2026Q2: 1,528 shares 1,528 $626K 0.07% 0 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: 1,752 shares; 2024Q4: 1,440 shares; 2025Q1: 2,440 shares; 2025Q2: 1,440 shares; 2025Q3: 1,759 shares; 2025Q4: 1,759 shares; 2026Q1: 1,713 shares; 2026Q2: 1,713 shares 1,713 $620K 0.07% 0 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 225 shares; 2024Q4: 225 shares; 2025Q1: 225 shares; 2025Q2: 225 shares; 2025Q3: 852 shares; 2025Q4: 1,521 shares; 2026Q1: 1,515 shares; 2026Q2: 1,514 shares 1,514 $602K 0.07% -1 Timeline BNO UNITED STS BRENT OIL FD LP More: the full row for UNITED STS BRENT OIL FD LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,620 shares; 2026Q2: 14,515 shares 14,515 $591K 0.07% +11,895 Timeline IDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,430 shares; 2024Q4: 13,430 shares; 2025Q1: 13,443 shares; 2025Q2: 13,697 shares; 2025Q3: 13,697 shares; 2025Q4: 13,697 shares; 2026Q1: 13,697 shares; 2026Q2: 13,697 shares 13,697 $567K 0.07% 0 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,300 shares; 2024Q4: 1,300 shares; 2025Q1: 1,300 shares; 2025Q2: 1,332 shares; 2025Q3: 1,332 shares; 2025Q4: 1,332 shares; 2026Q1: 1,309 shares; 2026Q2: 1,309 shares 1,309 $558K 0.07% 0 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,456 shares; 2024Q4: 2,497 shares; 2025Q1: 2,497 shares; 2025Q2: 2,497 shares; 2025Q3: 1,829 shares; 2025Q4: 1,829 shares; 2026Q1: 1,829 shares; 2026Q2: 1,829 shares 1,829 $545K 0.07% 0 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 697 shares; 2024Q4: 658 shares; 2025Q1: 642 shares; 2025Q2: 627 shares; 2025Q3: 627 shares; 2025Q4: 620 shares; 2026Q1: 554 shares; 2026Q2: 4,368 shares 4,368 $522K 0.06% +3,814 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: 569 shares; 2024Q4: 569 shares; 2025Q1: 569 shares; 2025Q2: 569 shares; 2025Q3: 569 shares; 2025Q4: 1,559 shares; 2026Q1: 569 shares; 2026Q2: 2,297 shares 2,297 $522K 0.06% +1,728 Timeline SKYH SKY HARBOUR GROUP CORPORATIO More: the full row for SKY HARBOUR GROUP CORPORATIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 950 shares; 2024Q4: 950 shares; 2025Q1: 950 shares; 2025Q2: 950 shares; 2025Q3: 52,038 shares; 2025Q4: 52,038 shares; 2026Q1: 52,038 shares; 2026Q2: 52,038 shares 52,038 $512K 0.06% 0 Timeline RF REGIONS FINANCIAL CORP NEW More: the full row for REGIONS FINANCIAL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,916 shares; 2024Q4: 16,916 shares; 2025Q1: 16,916 shares; 2025Q2: 17,149 shares; 2025Q3: 17,149 shares; 2025Q4: 17,149 shares; 2026Q1: 17,250 shares; 2026Q2: 16,916 shares 16,916 $511K 0.06% -334 Timeline FELG FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,175 shares; 2024Q4: 11,175 shares; 2025Q1: 11,175 shares; 2025Q2: 11,175 shares; 2025Q3: 11,175 shares; 2025Q4: 11,056 shares; 2026Q1: 11,056 shares; 2026Q2: 11,056 shares 11,056 $484K 0.06% 0 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 265 shares; 2024Q4: 265 shares; 2025Q1: 2,765 shares; 2025Q2: 2,795 shares; 2025Q3: 1,900 shares; 2025Q4: 668 shares; 2026Q1: 979 shares; 2026Q2: 798 shares 798 $450K 0.05% -181 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: 550 shares; 2024Q4: 550 shares; 2025Q1: 275 shares; 2025Q2: 2,505 shares; 2025Q3: 3,488 shares; 2025Q4: 5,978 shares; 2026Q1: 7,254 shares; 2026Q2: 7,837 shares 7,837 $447K 0.05% +583 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,053 shares; 2024Q4: 1,782 shares; 2025Q1: 1,717 shares; 2025Q2: 1,717 shares; 2025Q3: 1,717 shares; 2025Q4: 1,697 shares; 2026Q1: 1,706 shares; 2026Q2: 1,612 shares 1,612 $436K 0.05% -94 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 reported; 2024Q4: not reported; 2025Q1: 3,000 shares; 2025Q2: 3,000 shares; 2025Q3: 3,000 shares; 2025Q4: 3,000 shares; 2026Q1: 3,002 shares; 2026Q2: 3,000 shares 3,000 $420K 0.05% -2 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 19 shares; 2025Q3: 190 shares; 2025Q4: 306 shares; 2026Q1: 344 shares; 2026Q2: 353 shares 353 $415K 0.05% +9 Timeline AM ANTERO MIDSTREAM CORP More: the full row for ANTERO MIDSTREAM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,564 shares; 2024Q4: 5,564 shares; 2025Q1: 5,564 shares; 2025Q2: 5,702 shares; 2025Q3: 7,500 shares; 2025Q4: 14,209 shares; 2026Q1: 16,725 shares; 2026Q2: 18,188 shares 18,188 $414K 0.05% +1,463 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,240 shares; 2025Q4: 2,638 shares; 2026Q1: 2,646 shares; 2026Q2: 2,632 shares 2,632 $412K 0.05% -14 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,023 shares; 2024Q4: 1,481 shares; 2025Q1: 2,481 shares; 2025Q2: 2,481 shares; 2025Q3: 1,481 shares; 2025Q4: 1,481 shares; 2026Q1: 1,481 shares; 2026Q2: 1,481 shares 1,481 $386K 0.05% 0 Timeline ARLP ALLIANCE RESOURCE PARTNERS L More: the full row for ALLIANCE RESOURCE PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15,931 shares; 2025Q4: 15,931 shares; 2026Q1: 15,931 shares; 2026Q2: 15,931 shares 15,931 $382K 0.05% 0 Timeline SPYD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,759 shares; 2024Q4: 9,759 shares; 2025Q1: 9,759 shares; 2025Q2: 9,759 shares; 2025Q3: 9,759 shares; 2025Q4: 7,950 shares; 2026Q1: 7,950 shares; 2026Q2: 7,950 shares 7,950 $379K 0.05% 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: 22,603 shares; 2024Q4: 22,682 shares; 2025Q1: 21,921 shares; 2025Q2: 6,636 shares; 2025Q3: 6,336 shares; 2025Q4: 5,508 shares; 2026Q1: 5,217 shares; 2026Q2: 2,775 shares 2,775 $376K 0.04% -2,442 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,294 shares; 2024Q4: 1,668 shares; 2025Q1: 1,668 shares; 2025Q2: 1,668 shares; 2025Q3: 1,668 shares; 2025Q4: 1,668 shares; 2026Q1: 1,668 shares; 2026Q2: 1,668 shares 1,668 $372K 0.04% 0 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,102 shares; 2025Q4: 4,311 shares; 2026Q1: 5,210 shares; 2026Q2: 4,781 shares 4,781 $361K 0.04% -429 Timeline GLTR ABRDN PRECIOUS METALS BASKET More: the full row for ABRDN PRECIOUS METALS BASKET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,865 shares; 2025Q4: 1,882 shares; 2026Q1: 1,882 shares; 2026Q2: 1,882 shares 1,882 $341K 0.04% 0 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,207 shares; 2025Q4: 1,207 shares; 2026Q1: 829 shares; 2026Q2: 1,838 shares 1,838 $340K 0.04% +1,009 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: 350 shares; 2024Q4: 630 shares; 2025Q1: 1,158 shares; 2025Q2: 865 shares; 2025Q3: 1,497 shares; 2025Q4: 1,497 shares; 2026Q1: 1,497 shares; 2026Q2: 1,497 shares 1,497 $326K 0.04% 0 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 reported; 2024Q4: 6,993 shares; 2025Q1: 3,993 shares; 2025Q2: 4,267 shares; 2025Q3: 4,682 shares; 2025Q4: 4,682 shares; 2026Q1: 4,800 shares; 2026Q2: 4,485 shares 4,485 $320K 0.04% -315 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: 2,343 shares; 2024Q4: 2,943 shares; 2025Q1: 2,703 shares; 2025Q2: 2,703 shares; 2025Q3: 2,703 shares; 2025Q4: 2,703 shares; 2026Q1: 2,770 shares; 2026Q2: 2,788 shares 2,788 $316K 0.04% +18 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: 2,014 shares; 2024Q4: 2,014 shares; 2025Q1: 1,698 shares; 2025Q2: 1,721 shares; 2025Q3: 1,149 shares; 2025Q4: 1,149 shares; 2026Q1: 1,193 shares; 2026Q2: 1,182 shares 1,182 $297K 0.04% -11 Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,155 shares; 2024Q4: 6,155 shares; 2025Q1: 5,968 shares; 2025Q2: 5,968 shares; 2025Q3: 5,968 shares; 2025Q4: 5,968 shares; 2026Q1: 5,968 shares; 2026Q2: 3,168 shares 3,168 $289K 0.03% -2,800 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 reported; 2024Q4: 3,722 shares; 2025Q1: 10,399 shares; 2025Q2: 10,399 shares; 2025Q3: 10,399 shares; 2025Q4: 10,399 shares; 2026Q1: 10,399 shares; 2026Q2: 10,399 shares 10,399 $288K 0.03% 0 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,920 shares; 2024Q4: 5,335 shares; 2025Q1: 5,335 shares; 2025Q2: 5,335 shares; 2025Q3: 5,335 shares; 2025Q4: 5,335 shares; 2026Q1: 4,755 shares; 2026Q2: 4,755 shares 4,755 $287K 0.03% 0 Timeline NLR VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,418 shares 2,418 $280K 0.03% new 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: 3,450 shares; 2024Q4: 3,450 shares; 2025Q1: 3,450 shares; 2025Q2: 3,450 shares; 2025Q3: 3,450 shares; 2025Q4: 3,450 shares; 2026Q1: 3,450 shares; 2026Q2: 3,450 shares 3,450 $280K 0.03% 0 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 136 shares; 2026Q1: 4,145 shares; 2026Q2: 3,708 shares 3,708 $280K 0.03% -437 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,422 shares; 2025Q4: 1,422 shares; 2026Q1: 1,305 shares; 2026Q2: 1,297 shares 1,297 $276K 0.03% -8 Timeline MGEE MGE ENERGY INC More: the full row for MGE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,269 shares; 2024Q4: 3,269 shares; 2025Q1: 3,269 shares; 2025Q2: 3,269 shares; 2025Q3: 3,269 shares; 2025Q4: 3,269 shares; 2026Q1: 3,269 shares; 2026Q2: 3,269 shares 3,269 $267K 0.03% 0 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,717 shares 1,717 $265K 0.03% new Timeline ODFL OLD DOMINION FREIGHT LINE IN More: the full row for OLD DOMINION FREIGHT LINE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,180 shares; 2024Q4: 1,180 shares; 2025Q1: 1,180 shares; 2025Q2: 1,180 shares; 2025Q3: 1,180 shares; 2025Q4: 1,180 shares; 2026Q1: 1,180 shares; 2026Q2: 1,180 shares 1,180 $256K 0.03% 0 Timeline ETHA ISHARES ETHEREUM TR More: the full row for ISHARES ETHEREUM TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 21,342 shares 21,342 $254K 0.03% new Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 100 shares; 2025Q4: 491 shares; 2026Q1: 491 shares; 2026Q2: 1,992 shares 1,992 $247K 0.03% +1,501 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: 3,903 shares; 2024Q4: 3,795 shares; 2025Q1: 3,571 shares; 2025Q2: 3,571 shares; 2025Q3: 3,571 shares; 2025Q4: 1,630 shares; 2026Q1: 1,562 shares; 2026Q2: 1,562 shares 1,562 $247K 0.03% 0 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: 450 shares; 2024Q4: 450 shares; 2025Q1: 450 shares; 2025Q2: 450 shares; 2025Q3: 512 shares; 2025Q4: 516 shares; 2026Q1: 469 shares; 2026Q2: 2,814 shares 2,814 $242K 0.03% +2,345 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: 3,000 shares; 2024Q4: 3,750 shares; 2025Q1: 3,750 shares; 2025Q2: 3,750 shares; 2025Q3: 4,094 shares; 2025Q4: 3,750 shares; 2026Q1: 2,850 shares; 2026Q2: 2,850 shares 2,850 $236K 0.03% 0 Timeline RONB BARON ETF TR More: the full row for BARON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 9,592 shares 9,592 $234K 0.03% new Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,951 shares; 2024Q4: 1,951 shares; 2025Q1: 1,951 shares; 2025Q2: 1,951 shares; 2025Q3: 1,951 shares; 2025Q4: 1,951 shares; 2026Q1: 1,951 shares; 2026Q2: 1,951 shares 1,951 $229K 0.03% 0 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 600 shares; 2024Q4: 600 shares; 2025Q1: 600 shares; 2025Q2: 600 shares; 2025Q3: 600 shares; 2025Q4: 1,200 shares; 2026Q1: 1,200 shares; 2026Q2: 1,200 shares 1,200 $229K 0.03% 0 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: 4,875 shares; 2024Q4: 4,875 shares; 2025Q1: 4,875 shares; 2025Q2: 4,875 shares; 2025Q3: 4,875 shares; 2025Q4: 4,925 shares; 2026Q1: 4,521 shares; 2026Q2: 4,246 shares 4,246 $227K 0.03% -275 Timeline PAVE GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,700 shares; 2025Q1: 3,700 shares; 2025Q2: 3,700 shares; 2025Q3: 3,700 shares; 2025Q4: 3,817 shares; 2026Q1: 3,790 shares; 2026Q2: 3,790 shares 3,790 $223K 0.03% 0 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,000 shares; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares; 2025Q3: 1,013 shares; 2025Q4: 1,013 shares; 2026Q1: 1,029 shares; 2026Q2: 1,013 shares 1,013 $221K 0.03% -16 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 48,194 shares; 2024Q4: 47,895 shares; 2025Q1: 50,040 shares; 2025Q2: 51,425 shares; 2025Q3: 53,870 shares; 2025Q4: 3,358 shares; 2026Q1: 3,352 shares; 2026Q2: 2,708 shares 2,708 $195K 0.02% -644 Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,028 shares; 2025Q4: 1,628 shares; 2026Q1: 1,628 shares; 2026Q2: 1,221 shares 1,221 $194K 0.02% -407 Timeline HPE HEWLETT PACKARD ENTERPRISE C More: the full row for HEWLETT PACKARD ENTERPRISE C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,975 shares; 2024Q4: 4,975 shares; 2025Q1: 4,975 shares; 2025Q2: 5,215 shares; 2025Q3: 4,112 shares; 2025Q4: 4,112 shares; 2026Q1: 4,112 shares; 2026Q2: 4,112 shares 4,112 $185K 0.02% 0 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 reported; 2024Q4: 100 shares; 2025Q1: 3,100 shares; 2025Q2: 3,145 shares; 2025Q3: 3,145 shares; 2025Q4: 3,182 shares; 2026Q1: 3,252 shares; 2026Q2: 2,559 shares 2,559 $185K 0.02% -693 Timeline FPE 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: 13,372 shares; 2024Q4: 13,117 shares; 2025Q1: 13,117 shares; 2025Q2: 7,459 shares; 2025Q3: 9,458 shares; 2025Q4: 9,458 shares; 2026Q1: 9,995 shares; 2026Q2: 10,247 shares 10,247 $183K 0.02% +252 Timeline CGDV CAPITAL GROUP DIVIDEND VALUE More: the full row for CAPITAL GROUP DIVIDEND VALUE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,714 shares; 2025Q4: 3,714 shares; 2026Q1: 3,714 shares; 2026Q2: 3,714 shares 3,714 $183K 0.02% 0 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 reported; 2024Q4: 3,698 shares; 2025Q1: 2,446 shares; 2025Q2: 2,392 shares; 2025Q3: 3,004 shares; 2025Q4: 3,004 shares; 2026Q1: 3,004 shares; 2026Q2: 3,004 shares 3,004 $179K 0.02% 0 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 40 shares; 2024Q4: 40 shares; 2025Q1: 40 shares; 2025Q2: 40 shares; 2025Q3: 40 shares; 2025Q4: 40 shares; 2026Q1: 40 shares; 2026Q2: 1,000 shares 1,000 $178K 0.02% +960 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: 1,278 shares; 2024Q4: 1,054 shares; 2025Q1: 1,054 shares; 2025Q2: 1,054 shares; 2025Q3: 1,054 shares; 2025Q4: 1,054 shares; 2026Q1: 1,054 shares; 2026Q2: 1,054 shares 1,054 $178K 0.02% 0 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,267 shares; 2024Q4: 1,267 shares; 2025Q1: 1,267 shares; 2025Q2: 1,267 shares; 2025Q3: 1,267 shares; 2025Q4: 1,267 shares; 2026Q1: 1,294 shares; 2026Q2: 1,294 shares 1,294 $177K 0.02% 0 Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,265 shares; 2024Q4: 2,265 shares; 2025Q1: 2,265 shares; 2025Q2: 2,265 shares; 2025Q3: 2,265 shares; 2025Q4: 954 shares; 2026Q1: 954 shares; 2026Q2: 954 shares 954 $170K 0.02% 0 Timeline JTEK J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,468 shares 1,468 $164K 0.02% new Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 711 shares; 2024Q4: 756 shares; 2025Q1: 770 shares; 2025Q2: 770 shares; 2025Q3: 770 shares; 2025Q4: 850 shares; 2026Q1: 850 shares; 2026Q2: 850 shares 850 $162K 0.02% 0 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 267 shares; 2025Q1: 509 shares; 2025Q2: 509 shares; 2025Q3: 509 shares; 2025Q4: 509 shares; 2026Q1: 379 shares; 2026Q2: 379 shares 379 $162K 0.02% 0 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: 4,906 shares; 2024Q4: 4,906 shares; 2025Q1: 4,913 shares; 2025Q2: 4,947 shares; 2025Q3: 4,947 shares; 2025Q4: 4,947 shares; 2026Q1: 4,947 shares; 2026Q2: 4,947 shares 4,947 $159K 0.02% 0 Timeline IRM IRON MTN INC DEL More: the full row for IRON MTN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,619 shares; 2024Q4: 1,619 shares; 2025Q1: 1,619 shares; 2025Q2: 1,663 shares; 2025Q3: 1,254 shares; 2025Q4: 1,254 shares; 2026Q1: 1,277 shares; 2026Q2: 1,254 shares 1,254 $158K 0.02% -23 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: 560 shares; 2024Q4: 560 shares; 2025Q1: 544 shares; 2025Q2: 544 shares; 2025Q3: 464 shares; 2025Q4: 464 shares; 2026Q1: 464 shares; 2026Q2: 461 shares 461 $156K 0.02% -3 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: 2,559 shares; 2024Q4: 4,231 shares; 2025Q1: 4,231 shares; 2025Q2: 4,064 shares; 2025Q3: 2,168 shares; 2025Q4: 2,168 shares; 2026Q1: 4,263 shares; 2026Q2: 3,228 shares 3,228 $156K 0.02% -1,035 Timeline VDE VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,170 shares; 2024Q4: 1,165 shares; 2025Q1: 1,051 shares; 2025Q2: 955 shares; 2025Q3: 955 shares; 2025Q4: 955 shares; 2026Q1: 955 shares; 2026Q2: 955 shares 955 $143K 0.02% 0 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: 335 shares; 2024Q4: 335 shares; 2025Q1: 335 shares; 2025Q2: 335 shares; 2025Q3: 335 shares; 2025Q4: 335 shares; 2026Q1: 342 shares; 2026Q2: 345 shares 345 $141K 0.02% +3 Timeline IHI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,736 shares 2,736 $135K 0.02% new 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 400 shares; 2025Q4: 6,996 shares; 2026Q1: 6,996 shares; 2026Q2: 6,996 shares 6,996 $134K 0.02% 0 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: 2,578 shares; 2024Q4: 3,418 shares; 2025Q1: 3,418 shares; 2025Q2: 3,519 shares; 2025Q3: 3,519 shares; 2025Q4: 3,137 shares; 2026Q1: 3,137 shares; 2026Q2: 3,137 shares 3,137 $133K 0.02% 0 Timeline FDN 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: 495 shares; 2024Q4: 495 shares; 2025Q1: 495 shares; 2025Q2: 495 shares; 2025Q3: 495 shares; 2025Q4: 495 shares; 2026Q1: 495 shares; 2026Q2: 495 shares 495 $131K 0.02% 0 Timeline ROP ROPER TECHNOLOGIES INC More: the full row for ROPER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 375 shares; 2024Q4: 375 shares; 2025Q1: 375 shares; 2025Q2: 375 shares; 2025Q3: 375 shares; 2025Q4: 375 shares; 2026Q1: 375 shares; 2026Q2: 375 shares 375 $127K 0.02% 0 Timeline COLD AMERICOLD REALTY TRUST INC More: the full row for AMERICOLD REALTY TRUST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,994 shares; 2026Q1: 7,994 shares; 2026Q2: 7,994 shares 7,994 $126K 0.01% 0 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: 450 shares; 2024Q4: 450 shares; 2025Q1: 450 shares; 2025Q2: 450 shares; 2025Q3: 450 shares; 2025Q4: 450 shares; 2026Q1: 450 shares; 2026Q2: 450 shares 450 $125K 0.01% 0 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,188 shares; 2024Q4: 1,188 shares; 2025Q1: 1,193 shares; 2025Q2: 1,193 shares; 2025Q3: 1,188 shares; 2025Q4: 1,188 shares; 2026Q1: 1,188 shares; 2026Q2: 1,200 shares 1,200 $125K 0.01% +12 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,203 shares; 2024Q4: 2,203 shares; 2025Q1: 2,253 shares; 2025Q2: 2,359 shares; 2025Q3: 2,359 shares; 2025Q4: 2,359 shares; 2026Q1: 2,359 shares; 2026Q2: 2,359 shares 2,359 $124K 0.01% 0 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 875 shares; 2025Q2: 875 shares; 2025Q3: 875 shares; 2025Q4: 875 shares; 2026Q1: 875 shares; 2026Q2: 3,226 shares 3,226 $119K 0.01% +2,351 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 111 shares; 2024Q4: 111 shares; 2025Q1: 111 shares; 2025Q2: 111 shares; 2025Q3: 111 shares; 2025Q4: 111 shares; 2026Q1: 111 shares; 2026Q2: 121 shares 121 $118K 0.01% +10 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: 17,379 shares; 2024Q4: 17,154 shares; 2025Q1: 17,278 shares; 2025Q2: 6,213 shares; 2025Q3: 368 shares; 2025Q4: 427 shares; 2026Q1: 283 shares; 2026Q2: 283 shares 283 $118K 0.01% 0 Timeline PCAR PACCAR INC More: the full row for PACCAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,423 shares; 2024Q4: 1,423 shares; 2025Q1: 1,423 shares; 2025Q2: 1,470 shares; 2025Q3: 1,470 shares; 2025Q4: 920 shares; 2026Q1: 920 shares; 2026Q2: 920 shares 920 $111K 0.01% 0 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 80 shares; 2024Q4: 80 shares; 2025Q1: 80 shares; 2025Q2: 1,200 shares; 2025Q3: 1,200 shares; 2025Q4: 1,200 shares; 2026Q1: 1,200 shares; 2026Q2: 1,200 shares 1,200 $111K 0.01% 0 Timeline ULTA ULTA BEAUTY INC More: the full row for ULTA BEAUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 255 shares; 2024Q4: 255 shares; 2025Q1: 255 shares; 2025Q2: 255 shares; 2025Q3: 255 shares; 2025Q4: 255 shares; 2026Q1: 245 shares; 2026Q2: 245 shares 245 $110K 0.01% 0 Timeline MLRG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,300 shares; 2024Q4: 1,300 shares; 2025Q1: 1,158 shares; 2025Q2: 1,158 shares; 2025Q3: 1,158 shares; 2025Q4: 1,158 shares; 2026Q1: 1,052 shares; 2026Q2: 1,052 shares 1,052 $109K 0.01% 0 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: 343,196 shares; 2024Q4: 318,716 shares; 2025Q1: 360 shares; 2025Q2: 360 shares; 2025Q3: 360 shares; 2025Q4: 960 shares; 2026Q1: 960 shares; 2026Q2: 960 shares 960 $106K 0.01% 0 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 250 shares; 2024Q4: 219 shares; 2025Q1: 500 shares; 2025Q2: 200 shares; 2025Q3: 200 shares; 2025Q4: 200 shares; 2026Q1: 200 shares; 2026Q2: 204 shares 204 $106K 0.01% +4 Timeline SGOL ETFS GOLD TR More: the full row for ETFS GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,750 shares; 2024Q4: 2,750 shares; 2025Q1: 2,750 shares; 2025Q2: 2,750 shares; 2025Q3: 2,750 shares; 2025Q4: 2,750 shares; 2026Q1: 2,750 shares; 2026Q2: 2,750 shares 2,750 $105K 0.01% 0 Timeline UGI UGI CORP NEW More: the full row for UGI CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,896 shares; 2025Q1: 2,896 shares; 2025Q2: 3,018 shares; 2025Q3: 3,018 shares; 2025Q4: 3,018 shares; 2026Q1: 3,018 shares; 2026Q2: 3,018 shares 3,018 $104K 0.01% 0 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 50,243 shares; 2024Q4: 48,668 shares; 2025Q1: 48,959 shares; 2025Q2: 48,599 shares; 2025Q3: 50,235 shares; 2025Q4: 50,264 shares; 2026Q1: 1,196 shares; 2026Q2: 873 shares 873 $103K 0.01% -323 Timeline BR BROADRIDGE FINL SOLUTIONS IN More: the full row for BROADRIDGE FINL SOLUTIONS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,213 shares; 2024Q4: 19,740 shares; 2025Q1: 19,303 shares; 2025Q2: 17,228 shares; 2025Q3: 16,852 shares; 2025Q4: 17,098 shares; 2026Q1: 17,018 shares; 2026Q2: 684 shares 684 $93.7K 0.01% -16,334 Timeline BOND PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,013 shares; 2025Q3: 1,013 shares; 2025Q4: 1,013 shares; 2026Q1: 1,013 shares; 2026Q2: 1,013 shares 1,013 $93.4K 0.01% 0 Timeline DEO DIAGEO PLC More: the full row for DIAGEO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,161 shares 1,161 $93.3K 0.01% new Timeline VRSK VERISK ANALYTICS INC More: the full row for VERISK ANALYTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 500 shares; 2024Q4: 500 shares; 2025Q1: 500 shares; 2025Q2: 500 shares; 2025Q3: 515 shares; 2025Q4: 515 shares; 2026Q1: 515 shares; 2026Q2: 515 shares 515 $92.5K 0.01% 0 Timeline DLX DELUXE CORP MEDIUM TERM NTS More: the full row for DELUXE CORP MEDIUM TERM NTS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,803 shares; 2024Q4: 1,803 shares; 2025Q1: 3,567 shares; 2025Q2: 3,845 shares; 2025Q3: 3,845 shares; 2025Q4: 3,845 shares; 2026Q1: 3,845 shares; 2026Q2: 3,845 shares 3,845 $91.8K 0.01% 0 Timeline VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 335 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,500 shares; 2026Q2: 1,500 shares 1,500 $88.5K 0.01% 0 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 191 shares; 2024Q4: 191 shares; 2025Q1: 191 shares; 2025Q2: 191 shares; 2025Q3: 191 shares; 2025Q4: 191 shares; 2026Q1: 191 shares; 2026Q2: 191 shares 191 $87.6K 0.01% 0 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 450 shares; 2024Q4: 450 shares; 2025Q1: 450 shares; 2025Q2: 450 shares; 2025Q3: 450 shares; 2025Q4: 450 shares; 2026Q1: 450 shares; 2026Q2: 450 shares 450 $87.5K 0.01% 0 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 976 shares; 2025Q4: 976 shares; 2026Q1: 976 shares; 2026Q2: 976 shares 976 $86.9K 0.01% 0 Timeline APLE APPLE HOSPITALITY REIT INC More: the full row for APPLE HOSPITALITY REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,109 shares; 2025Q3: 5,109 shares; 2025Q4: 5,109 shares; 2026Q1: 5,109 shares; 2026Q2: 5,109 shares 5,109 $85.9K 0.01% 0 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 944 shares; 2024Q4: 944 shares; 2025Q1: 944 shares; 2025Q2: 944 shares; 2025Q3: 944 shares; 2025Q4: 1,888 shares; 2026Q1: 1,888 shares; 2026Q2: 1,888 shares 1,888 $85.6K 0.01% 0 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 896 shares; 2024Q4: 896 shares; 2025Q1: 896 shares; 2025Q2: 896 shares; 2025Q3: 896 shares; 2025Q4: 896 shares; 2026Q1: 1,042 shares; 2026Q2: 1,018 shares 1,018 $84.1K 0.01% -24 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: 4,741 shares; 2024Q4: 5,618 shares; 2025Q1: 3,906 shares; 2025Q2: 4,062 shares; 2025Q3: 4,056 shares; 2025Q4: 4,056 shares; 2026Q1: 4,007 shares; 2026Q2: 4,007 shares 4,007 $82.9K 0.01% 0 Timeline SWKS SKYWORKS SOLUTIONS INC More: the full row for SKYWORKS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,135 shares; 2025Q2: 1,194 shares; 2025Q3: 1,194 shares; 2025Q4: 1,194 shares; 2026Q1: 1,194 shares; 2026Q2: 1,194 shares 1,194 $81K 0.01% 0 Timeline FSV FIRSTSERVICE CORP NEW More: the full row for FIRSTSERVICE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 553 shares; 2024Q4: 553 shares; 2025Q1: 553 shares; 2025Q2: 553 shares; 2025Q3: 553 shares; 2025Q4: 553 shares; 2026Q1: 553 shares; 2026Q2: 553 shares 553 $78.6K 0.01% 0 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 76 shares; 2025Q3: 76 shares; 2025Q4: 76 shares; 2026Q1: 206 shares; 2026Q2: 206 shares 206 $77K 0.01% 0 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,207 shares; 2025Q1: 1,207 shares; 2025Q2: 1,294 shares; 2025Q3: 1,294 shares; 2025Q4: 1,294 shares; 2026Q1: 1,294 shares; 2026Q2: 1,294 shares 1,294 $74.6K 0.01% 0 Timeline TDG TRANSDIGM GROUP INC More: the full row for TRANSDIGM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 40 shares; 2025Q4: 40 shares; 2026Q1: 43 shares; 2026Q2: 55 shares 55 $73.3K 0.01% +12 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: 426 shares; 2024Q4: 426 shares; 2025Q1: 426 shares; 2025Q2: 426 shares; 2025Q3: 426 shares; 2025Q4: 426 shares; 2026Q1: 464 shares; 2026Q2: 475 shares 475 $72K 0.01% +11 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,317 shares; 2024Q4: 1,317 shares; 2025Q1: 645 shares; 2025Q2: 645 shares; 2025Q3: 645 shares; 2025Q4: 645 shares; 2026Q1: 645 shares; 2026Q2: 545 shares 545 $70.7K 0.01% -100 Timeline XLRE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,012 shares; 2024Q4: 3,162 shares; 2025Q1: 3,012 shares; 2025Q2: 3,012 shares; 2025Q3: 3,012 shares; 2025Q4: 1,587 shares; 2026Q1: 1,587 shares; 2026Q2: 1,587 shares 1,587 $69.9K 0.01% 0 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 947 shares; 2026Q1: 947 shares; 2026Q2: 947 shares 947 $69K 0.01% 0 Timeline AGCO AGCO CORP More: the full row for AGCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 253 shares; 2025Q2: 297 shares; 2025Q3: 519 shares; 2025Q4: 519 shares; 2026Q1: 574 shares; 2026Q2: 574 shares 574 $68.7K 0.01% 0 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: 600 shares; 2024Q4: 600 shares; 2025Q1: 600 shares; 2025Q2: 600 shares; 2025Q3: 600 shares; 2025Q4: 600 shares; 2026Q1: 600 shares; 2026Q2: 600 shares 600 $68.2K 0.01% 0 Timeline PFG PRINCIPAL FINANCIAL GROUP IN More: the full row for PRINCIPAL FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,795 shares; 2024Q4: 2,795 shares; 2025Q1: 2,795 shares; 2025Q2: 960 shares; 2025Q3: 960 shares; 2025Q4: 960 shares; 2026Q1: 960 shares; 2026Q2: 631 shares 631 $68K 0.01% -329 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 130 shares; 2024Q4: 130 shares; 2025Q1: 130 shares; 2025Q2: 130 shares; 2025Q3: 130 shares; 2025Q4: 130 shares; 2026Q1: 130 shares; 2026Q2: 130 shares 130 $67.9K 0.01% 0 Timeline WEN WENDYS CO More: the full row for WENDYS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,423 shares; 2025Q1: 3,561 shares; 2025Q2: 3,952 shares; 2025Q3: 7,962 shares; 2025Q4: 8,087 shares; 2026Q1: 8,087 shares; 2026Q2: 8,091 shares 8,091 $67.1K 0.01% +4 Timeline LYB LYONDELLBASELL INDUSTRIES NV More: the full row for LYONDELLBASELL INDUSTRIES NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,191 shares; 2025Q2: 1,264 shares; 2025Q3: 1,264 shares; 2025Q4: 1,264 shares; 2026Q1: 1,264 shares; 2026Q2: 1,264 shares 1,264 $66.5K 0.01% 0 Timeline AMCR AMCOR PLC More: the full row for AMCOR PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,515 shares 1,515 $65.7K 0.01% new Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,245 shares; 2024Q4: 1,245 shares; 2025Q1: 1,245 shares; 2025Q2: 1,245 shares; 2025Q3: 1,245 shares; 2025Q4: 1,245 shares; 2026Q1: 1,245 shares; 2026Q2: 1,245 shares 1,245 $65.2K 0.01% 0 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 450 shares; 2025Q1: 1,172 shares; 2025Q2: 3,578 shares; 2025Q3: 3,578 shares; 2025Q4: 1,172 shares; 2026Q1: 1,172 shares; 2026Q2: 1,172 shares 1,172 $63.5K 0.01% 0 Timeline MATX MATSON INC More: the full row for MATSON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 328 shares; 2024Q4: 328 shares; 2025Q1: 328 shares; 2025Q2: 328 shares; 2025Q3: 328 shares; 2025Q4: 328 shares; 2026Q1: 328 shares; 2026Q2: 328 shares 328 $63.1K 0.01% 0 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 560 shares; 2024Q4: 560 shares; 2025Q1: 560 shares; 2025Q2: 560 shares; 2025Q3: 560 shares; 2025Q4: 560 shares; 2026Q1: 560 shares; 2026Q2: 560 shares 560 $61.1K 0.01% 0 Timeline FWD AB ACTIVE ETFS INC More: the full row for AB ACTIVE ETFS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 411 shares; 2025Q4: 411 shares; 2026Q1: 411 shares; 2026Q2: 411 shares 411 $60.9K 0.01% 0 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: 2,252 shares; 2024Q4: 2,252 shares; 2025Q1: 2,342 shares; 2025Q2: 2,522 shares; 2025Q3: 2,522 shares; 2025Q4: 2,522 shares; 2026Q1: 2,522 shares; 2026Q2: 2,522 shares 2,522 $60.7K 0.01% 0 Timeline KBDC KAYNE ANDERSON BDC INC More: the full row for KAYNE ANDERSON BDC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,376 shares; 2025Q2: 1,656 shares; 2025Q3: 5,057 shares; 2025Q4: 4,404 shares; 2026Q1: 4,404 shares; 2026Q2: 4,404 shares 4,404 $59.6K 0.01% 0 Timeline STLD STEEL DYNAMICS INC More: the full row for STEEL DYNAMICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 251 shares; 2024Q4: 251 shares; 2025Q1: 251 shares; 2025Q2: 251 shares; 2025Q3: 251 shares; 2025Q4: 251 shares; 2026Q1: 251 shares; 2026Q2: 251 shares 251 $57.6K 0.01% 0 Timeline SIRI SIRIUSXM HOLDINGS INC More: the full row for SIRIUSXM HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,000 shares; 2025Q4: not reported; 2026Q1: 2,385 shares; 2026Q2: 1,941 shares 1,941 $57.3K 0.01% -444 Timeline IDU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 500 shares; 2024Q4: 500 shares; 2025Q1: 500 shares; 2025Q2: 500 shares; 2025Q3: 500 shares; 2025Q4: 500 shares; 2026Q1: 500 shares; 2026Q2: 500 shares 500 $57.3K 0.01% 0 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 300 shares; 2025Q3: 300 shares; 2025Q4: 300 shares; 2026Q1: 300 shares; 2026Q2: 300 shares 300 $57.1K 0.01% 0 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: 3,272 shares; 2024Q4: 3,272 shares; 2025Q1: 3,272 shares; 2025Q2: 3,470 shares; 2025Q3: not reported; 2025Q4: 3,041 shares; 2026Q1: 3,041 shares; 2026Q2: 3,041 shares 3,041 $56.4K 0.01% 0 Timeline HTGC HERCULES CAPITAL INC More: the full row for HERCULES CAPITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,003 shares; 2024Q4: 4,003 shares; 2025Q1: 4,003 shares; 2025Q2: 4,248 shares; 2025Q3: 4,353 shares; 2025Q4: 3,508 shares; 2026Q1: 3,508 shares; 2026Q2: 3,508 shares 3,508 $55.3K 0.01% 0 Timeline BBDC BARINGS BDC INC More: the full row for BARINGS BDC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,481 shares 6,481 $55.2K 0.01% new Timeline OCSL OAKTREE SPECIALTY LENDING More: the full row for OAKTREE SPECIALTY LENDING Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,427 shares; 2024Q4: 2,427 shares; 2025Q1: 2,896 shares; 2025Q2: 3,201 shares; 2025Q3: 3,277 shares; 2025Q4: 4,607 shares; 2026Q1: 4,607 shares; 2026Q2: 4,607 shares 4,607 $55K 0.01% 0 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,036 shares; 2026Q2: 1,036 shares 1,036 $54.7K 0.01% 0 Timeline BCSF BAIN CAP SPECIALTY FIN INC More: the full row for BAIN CAP SPECIALTY FIN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,650 shares; 2025Q4: 4,353 shares; 2026Q1: 4,353 shares; 2026Q2: 4,353 shares 4,353 $54.5K 0.01% 0 Timeline ITT ITT INC More: the full row for ITT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 275 shares; 2025Q1: 275 shares; 2025Q2: 275 shares; 2025Q3: 275 shares; 2025Q4: 275 shares; 2026Q1: 275 shares; 2026Q2: 275 shares 275 $54.4K 0.01% 0 Timeline MTN VAIL RESORTS INC More: the full row for VAIL RESORTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 273 shares; 2025Q4: 398 shares; 2026Q1: 398 shares; 2026Q2: 398 shares 398 $54.2K 0.01% 0 Timeline ALC ALCON AG More: the full row for ALCON AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 800 shares; 2024Q4: 800 shares; 2025Q1: 800 shares; 2025Q2: 800 shares; 2025Q3: 800 shares; 2025Q4: 800 shares; 2026Q1: 800 shares; 2026Q2: 800 shares 800 $53.7K 0.01% 0 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 reported; 2024Q4: 140 shares; 2025Q1: 4,058 shares; 2025Q2: 1,058 shares; 2025Q3: 1,058 shares; 2025Q4: 1,565 shares; 2026Q1: 1,058 shares; 2026Q2: 1,058 shares 1,058 $53.5K 0.01% 0 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 232 shares; 2025Q1: 443 shares; 2025Q2: 443 shares; 2025Q3: 443 shares; 2025Q4: 443 shares; 2026Q1: 443 shares; 2026Q2: 443 shares 443 $52.7K 0.01% 0 Timeline UPBD UPBOUND GROUP INC More: the full row for UPBOUND GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,419 shares; 2025Q4: 2,469 shares; 2026Q1: 2,469 shares; 2026Q2: 2,470 shares 2,470 $52.4K 0.01% +1 Timeline CIGI COLLIERS INTL GROUP INC More: the full row for COLLIERS INTL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 553 shares; 2024Q4: 553 shares; 2025Q1: 553 shares; 2025Q2: 553 shares; 2025Q3: 553 shares; 2025Q4: 553 shares; 2026Q1: 553 shares; 2026Q2: 553 shares 553 $51.9K 0.01% 0 Timeline CGBD CARLYLE SECURED LENDING INC More: the full row for CARLYLE SECURED LENDING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,091 shares; 2025Q4: 4,911 shares; 2026Q1: 4,911 shares; 2026Q2: 4,911 shares 4,911 $51.7K 0.01% 0 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 137 shares; 2024Q4: 137 shares; 2025Q1: 137 shares; 2025Q2: 137 shares; 2025Q3: 137 shares; 2025Q4: 137 shares; 2026Q1: 137 shares; 2026Q2: 137 shares 137 $50.5K 0.01% 0 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 144 shares; 2025Q4: 144 shares; 2026Q1: 144 shares; 2026Q2: 144 shares 144 $49.5K 0.01% 0 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 390 shares; 2024Q4: 390 shares; 2025Q1: 390 shares; 2025Q2: 390 shares; 2025Q3: 390 shares; 2025Q4: 390 shares; 2026Q1: 390 shares; 2026Q2: 390 shares 390 $48K 0.01% 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 reported; 2024Q4: 350 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 945 shares; 2026Q1: 945 shares; 2026Q2: 945 shares 945 $46.6K 0.01% 0 Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 500 shares; 2024Q4: 500 shares; 2025Q1: 500 shares; 2025Q2: 500 shares; 2025Q3: 500 shares; 2025Q4: 500 shares; 2026Q1: 500 shares; 2026Q2: 500 shares 500 $45.2K 0.01% 0 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 358 shares; 2024Q4: 358 shares; 2025Q1: 358 shares; 2025Q2: 358 shares; 2025Q3: 358 shares; 2025Q4: 295 shares; 2026Q1: 295 shares; 2026Q2: 295 shares 295 $44.6K 0.01% 0 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 520 shares; 2024Q4: 520 shares; 2025Q1: 520 shares; 2025Q2: 520 shares; 2025Q3: 520 shares; 2025Q4: 520 shares; 2026Q1: 520 shares; 2026Q2: 220 shares 220 $44.1K 0.01% -300 Timeline AAL AMERICAN AIRLINES GROUP INC More: the full row for AMERICAN AIRLINES GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2 shares; 2024Q4: 2 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,188 shares; 2026Q2: 2,440 shares 2,440 $44.1K 0.01% -748 Timeline FLY FIREFLY AEROSPACE INC More: the full row for FIREFLY AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,498 shares 1,498 $44K 0.01% new Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 400 shares; 2024Q4: 400 shares; 2025Q1: 400 shares; 2025Q2: 400 shares; 2025Q3: 400 shares; 2025Q4: 400 shares; 2026Q1: 400 shares; 2026Q2: 400 shares 400 $43.2K 0.01% 0 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: 495 shares; 2024Q4: 495 shares; 2025Q1: 495 shares; 2025Q2: 495 shares; 2025Q3: 495 shares; 2025Q4: 495 shares; 2026Q1: 495 shares; 2026Q2: 495 shares 495 $43K 0.01% 0 Timeline NGVT INGEVITY CORP More: the full row for INGEVITY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 559 shares; 2025Q1: 559 shares; 2025Q2: 559 shares; 2025Q3: 559 shares; 2025Q4: 559 shares; 2026Q1: 559 shares; 2026Q2: 559 shares 559 $41.7K <0.01% 0 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 430 shares; 2024Q4: 430 shares; 2025Q1: 430 shares; 2025Q2: 430 shares; 2025Q3: 430 shares; 2025Q4: 300 shares; 2026Q1: 300 shares; 2026Q2: 300 shares 300 $39.2K <0.01% 0 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: 400 shares; 2024Q4: 575 shares; 2025Q1: 576 shares; 2025Q2: 576 shares; 2025Q3: 575 shares; 2025Q4: 400 shares; 2026Q1: 425 shares; 2026Q2: 400 shares 400 $38.5K <0.01% -25 Timeline BOC BOSTON OMAHA CORP More: the full row for BOSTON OMAHA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,800 shares; 2024Q4: 2,800 shares; 2025Q1: 2,800 shares; 2025Q2: 2,800 shares; 2025Q3: 2,800 shares; 2025Q4: 2,800 shares; 2026Q1: 2,800 shares; 2026Q2: 2,800 shares 2,800 $38.2K <0.01% 0 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 964 shares; 2024Q4: 964 shares; 2025Q1: 894 shares; 2025Q2: 894 shares; 2025Q3: 894 shares; 2025Q4: 894 shares; 2026Q1: 894 shares; 2026Q2: 878 shares 878 $36K <0.01% -16 Timeline OXLC OXFORD LANE CAP CORP More: the full row for OXFORD LANE CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,000 shares 4,000 $35K <0.01% new Timeline ICLR ICON PUB LTD CO More: the full row for ICON PUB LTD CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 200 shares; 2025Q1: 200 shares; 2025Q2: 200 shares; 2025Q3: 200 shares; 2025Q4: 200 shares; 2026Q1: 200 shares; 2026Q2: 200 shares 200 $34.7K <0.01% 0 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: 73,753 shares; 2024Q4: 70,814 shares; 2025Q1: 29,025 shares; 2025Q2: 2,060 shares; 2025Q3: 1,773 shares; 2025Q4: 1,632 shares; 2026Q1: 267 shares; 2026Q2: 267 shares 267 $34.3K <0.01% 0 Timeline ECC EAGLE POINT CR CO More: the full row for EAGLE POINT CR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 9,000 shares 9,000 $33.5K <0.01% new Timeline PHM PULTE GROUP INC More: the full row for PULTE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 390 shares; 2024Q4: 390 shares; 2025Q1: 390 shares; 2025Q2: 390 shares; 2025Q3: 317 shares; 2025Q4: 317 shares; 2026Q1: 243 shares; 2026Q2: 243 shares 243 $33.3K <0.01% 0 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 reported; 2024Q4: 200 shares; 2025Q1: 200 shares; 2025Q2: 200 shares; 2025Q3: 200 shares; 2025Q4: 200 shares; 2026Q1: 200 shares; 2026Q2: 200 shares 200 $32.6K <0.01% 0 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 100 shares; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 100 shares; 2025Q4: 48 shares; 2026Q1: 48 shares; 2026Q2: 45 shares 45 $31.6K <0.01% -3 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 175 shares; 2024Q4: 175 shares; 2025Q1: 175 shares; 2025Q2: 175 shares; 2025Q3: 100 shares; 2025Q4: 100 shares; 2026Q1: 100 shares; 2026Q2: 100 shares 100 $31.3K <0.01% 0 Timeline PPG PPG INDS INC More: the full row for PPG INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 249 shares; 2024Q4: 249 shares; 2025Q1: 249 shares; 2025Q2: 249 shares; 2025Q3: 249 shares; 2025Q4: 249 shares; 2026Q1: 249 shares; 2026Q2: 249 shares 249 $30.2K <0.01% 0 Timeline AGNC AGNC INVT CORP More: the full row for AGNC INVT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,750 shares 2,750 $30K <0.01% new Timeline CAG CONAGRA BRANDS INC More: the full row for CONAGRA BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,677 shares; 2024Q4: 2,217 shares; 2025Q1: 2,217 shares; 2025Q2: 2,217 shares; 2025Q3: 2,217 shares; 2025Q4: 2,217 shares; 2026Q1: 2,217 shares; 2026Q2: 2,217 shares 2,217 $29.8K <0.01% 0 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 200 shares; 2024Q4: 200 shares; 2025Q1: 200 shares; 2025Q2: 200 shares; 2025Q3: 200 shares; 2025Q4: 200 shares; 2026Q1: 200 shares; 2026Q2: 200 shares 200 $28.6K <0.01% 0 Timeline USAC USA COMPRESSION PARTNERS LP More: the full row for USA COMPRESSION PARTNERS LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,079 shares 1,079 $28.5K <0.01% new Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,569 shares; 2024Q4: 13,659 shares; 2025Q1: 179 shares; 2025Q2: 179 shares; 2025Q3: 179 shares; 2025Q4: 179 shares; 2026Q1: 179 shares; 2026Q2: 135 shares 135 $27.7K <0.01% -44 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 131 shares; 2026Q2: 131 shares 131 $27.4K <0.01% 0 Timeline LW LAMB WESTON HLDGS INC More: the full row for LAMB WESTON HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 559 shares; 2024Q4: 612 shares; 2025Q1: 612 shares; 2025Q2: 612 shares; 2025Q3: 612 shares; 2025Q4: 612 shares; 2026Q1: 612 shares; 2026Q2: 612 shares 612 $26.4K <0.01% 0 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 reported; 2024Q4: not reported; 2025Q1: 7 shares; 2025Q2: 7 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 282 shares; 2026Q2: 282 shares 282 $26.4K <0.01% 0 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10 shares; 2024Q4: 10 shares; 2025Q1: 10 shares; 2025Q2: 10 shares; 2025Q3: 13 shares; 2025Q4: 13 shares; 2026Q1: 18 shares; 2026Q2: 23 shares 23 $26.1K <0.01% +5 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: 160 shares; 2024Q4: 160 shares; 2025Q1: 160 shares; 2025Q2: 160 shares; 2025Q3: 160 shares; 2025Q4: 160 shares; 2026Q1: 160 shares; 2026Q2: 160 shares 160 $25.9K <0.01% 0 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 200 shares; 2025Q3: 200 shares; 2025Q4: 200 shares; 2026Q1: 200 shares; 2026Q2: 332 shares 332 $25.7K <0.01% +132 Timeline EXP EAGLE MATLS INC More: the full row for EAGLE MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 111 shares; 2024Q4: 111 shares; 2025Q1: 111 shares; 2025Q2: 111 shares; 2025Q3: 111 shares; 2025Q4: 111 shares; 2026Q1: 111 shares; 2026Q2: 111 shares 111 $25K <0.01% 0 Timeline EWC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 409 shares; 2024Q4: 409 shares; 2025Q1: 409 shares; 2025Q2: 409 shares; 2025Q3: 409 shares; 2025Q4: 409 shares; 2026Q1: 409 shares; 2026Q2: 409 shares 409 $23.6K <0.01% 0 Timeline TTWO TAKE-TWO INTERACTIVE SOFTWAR More: the full row for TAKE-TWO INTERACTIVE SOFTWAR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 93 shares; 2026Q2: 93 shares 93 $23.2K <0.01% 0 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 32 shares; 2025Q4: 32 shares; 2026Q1: 32 shares; 2026Q2: 32 shares 32 $23.1K <0.01% 0 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 reported; 2024Q4: 250 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 350 shares; 2026Q1: 350 shares; 2026Q2: 350 shares 350 $22.4K <0.01% 0 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 200 shares; 2025Q1: 200 shares; 2025Q2: 200 shares; 2025Q3: 200 shares; 2025Q4: 200 shares; 2026Q1: 200 shares; 2026Q2: 200 shares 200 $22.4K <0.01% 0 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13 shares; 2025Q4: 130 shares; 2026Q1: 170 shares; 2026Q2: 312 shares 312 $22.3K <0.01% +142 Timeline PAA PLAINS ALL AMERN PIPELINE L More: the full row for PLAINS ALL AMERN PIPELINE L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares; 2026Q1: 1,000 shares; 2026Q2: 1,000 shares 1,000 $22.3K <0.01% 0 Timeline VGLT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 86 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 400 shares; 2026Q2: 400 shares 400 $22.1K <0.01% 0 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 200 shares; 2024Q4: 200 shares; 2025Q1: 200 shares; 2025Q2: 200 shares; 2025Q3: 200 shares; 2025Q4: 200 shares; 2026Q1: 200 shares; 2026Q2: 200 shares 200 $21.5K <0.01% 0 Timeline UAMY UNITED STATES ANTIMONY CORP More: the full row for UNITED STATES ANTIMONY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,958 shares; 2025Q4: 2,958 shares; 2026Q1: 2,958 shares; 2026Q2: 2,958 shares 2,958 $21.5K <0.01% 0 Timeline CCOI COGENT COMM HOLDINGS INC More: the full row for COGENT COMM HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,500 shares; 2026Q2: 1,500 shares 1,500 $20.8K <0.01% 0 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: 50 shares; 2024Q4: 50 shares; 2025Q1: 50 shares; 2025Q2: 50 shares; 2025Q3: 60 shares; 2025Q4: 60 shares; 2026Q1: 60 shares; 2026Q2: 60 shares 60 $20.7K <0.01% 0 Timeline MTCH MATCH GROUP INC NEW More: the full row for MATCH GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 548 shares; 2026Q2: 525 shares 525 $20K <0.01% -23 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 reported; 2024Q4: 45 shares; 2025Q1: 45 shares; 2025Q2: 45 shares; 2025Q3: 53 shares; 2025Q4: 53 shares; 2026Q1: 53 shares; 2026Q2: 53 shares 53 $19.9K <0.01% 0 Timeline CHD CHURCH & DWIGHT CO INC More: the full row for CHURCH & DWIGHT CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 201 shares; 2024Q4: 201 shares; 2025Q1: 201 shares; 2025Q2: 201 shares; 2025Q3: 201 shares; 2025Q4: 201 shares; 2026Q1: 201 shares; 2026Q2: 201 shares 201 $19.5K <0.01% 0 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9 shares; 2026Q2: 26 shares 26 $18.7K <0.01% +17 Timeline CSL CARLISLE COS INC More: the full row for CARLISLE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 35 shares; 2025Q4: 35 shares; 2026Q1: 35 shares; 2026Q2: 50 shares 50 $18.1K <0.01% +15 Timeline NDAQ NASDAQ INC More: the full row for NASDAQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 226 shares; 2026Q2: 226 shares 226 $17.8K <0.01% 0 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: 159 shares; 2024Q4: 159 shares; 2025Q1: 159 shares; 2025Q2: 159 shares; 2025Q3: 259 shares; 2025Q4: 259 shares; 2026Q1: 259 shares; 2026Q2: 259 shares 259 $17.7K <0.01% 0 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,860 shares; 2024Q4: 4,404 shares; 2025Q1: 5,316 shares; 2025Q2: 6,088 shares; 2025Q3: 7,207 shares; 2025Q4: 39,556 shares; 2026Q1: 28,680 shares; 2026Q2: 175 shares 175 $17.4K <0.01% -28,505 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 21 shares; 2026Q2: 79 shares 79 $16.8K <0.01% +58 Timeline FTV FORTIVE CORP More: the full row for FORTIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 273 shares; 2024Q4: 273 shares; 2025Q1: 273 shares; 2025Q2: 273 shares; 2025Q3: 273 shares; 2025Q4: 273 shares; 2026Q1: 273 shares; 2026Q2: 273 shares 273 $16.7K <0.01% 0 Timeline VLTO VERALTO CORP More: the full row for VERALTO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 182 shares; 2024Q4: 182 shares; 2025Q1: 182 shares; 2025Q2: 182 shares; 2025Q3: 182 shares; 2025Q4: 182 shares; 2026Q1: 182 shares; 2026Q2: 182 shares 182 $16.1K <0.01% 0 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3 shares; 2025Q1: 3 shares; 2025Q2: 3 shares; 2025Q3: 3 shares; 2025Q4: 3 shares; 2026Q1: 5 shares; 2026Q2: 5 shares 5 $16K <0.01% 0 Timeline RKT ROCKET COS INC More: the full row for ROCKET COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 386 shares; 2026Q1: 837 shares; 2026Q2: 1,000 shares 1,000 $15.8K <0.01% +163 Timeline VTS VITESSE ENERGY INC More: the full row for VITESSE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,794 shares; 2024Q4: 56,847 shares; 2025Q1: 71,944 shares; 2025Q2: 82,114 shares; 2025Q3: 83,927 shares; 2025Q4: 32,108 shares; 2026Q1: 37,544 shares; 2026Q2: 936 shares 936 $14.8K <0.01% -36,608 Timeline LAD LITHIA MTRS INC More: the full row for LITHIA MTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 50 shares; 2024Q4: 50 shares; 2025Q1: 50 shares; 2025Q2: 50 shares; 2025Q3: 50 shares; 2025Q4: 50 shares; 2026Q1: 50 shares; 2026Q2: 50 shares 50 $14.5K <0.01% 0 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 226 shares; 2026Q2: 223 shares 223 $14.4K <0.01% -3 Timeline CRDF CARDIFF ONCOLOGY INC More: the full row for CARDIFF ONCOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,767 shares; 2024Q4: 9,767 shares; 2025Q1: 9,767 shares; 2025Q2: 9,767 shares; 2025Q3: 9,767 shares; 2025Q4: 9,767 shares; 2026Q1: 9,767 shares; 2026Q2: 9,767 shares 9,767 $12.7K <0.01% 0 Timeline POWR ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 450 shares; 2024Q4: 450 shares; 2025Q1: 450 shares; 2025Q2: 450 shares; 2025Q3: 450 shares; 2025Q4: 450 shares; 2026Q1: 450 shares; 2026Q2: 450 shares 450 $12.6K <0.01% 0 Timeline QTUM ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 74 shares 74 $12.2K <0.01% new Timeline WQTM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 323 shares 323 $12.2K <0.01% new Timeline BKR BAKER HUGHES COMPANY More: the full row for BAKER HUGHES COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 214 shares; 2024Q4: 214 shares; 2025Q1: 214 shares; 2025Q2: 214 shares; 2025Q3: 214 shares; 2025Q4: 214 shares; 2026Q1: 214 shares; 2026Q2: 214 shares 214 $11.9K <0.01% 0 Timeline FND FLOOR & DECOR HLDGS INC More: the full row for FLOOR & DECOR HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 115 shares; 2025Q1: 115 shares; 2025Q2: 115 shares; 2025Q3: 200 shares; 2025Q4: 200 shares; 2026Q1: 200 shares; 2026Q2: 200 shares 200 $11.9K <0.01% 0 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 100 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15 shares; 2026Q1: 56 shares; 2026Q2: 54 shares 54 $11.7K <0.01% -2 Timeline TSLY TIDAL TRUST II More: the full row for TIDAL TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 400 shares; 2026Q2: 400 shares 400 $11.4K <0.01% 0 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 60 shares; 2024Q4: 60 shares; 2025Q1: 60 shares; 2025Q2: 60 shares; 2025Q3: 60 shares; 2025Q4: 60 shares; 2026Q1: 60 shares; 2026Q2: 60 shares 60 $10.2K <0.01% 0 Timeline A AGILENT TECHNOLOGIES INC More: the full row for AGILENT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 76 shares; 2024Q4: 76 shares; 2025Q1: 76 shares; 2025Q2: 76 shares; 2025Q3: 76 shares; 2025Q4: 76 shares; 2026Q1: 76 shares; 2026Q2: 76 shares 76 $10.1K <0.01% 0 Timeline NXTG FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 46 shares; 2026Q1: 138 shares; 2026Q2: 65 shares 65 $9.97K <0.01% -73 Timeline RMD RESMED INC More: the full row for RESMED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 50 shares; 2024Q4: 50 shares; 2025Q1: 50 shares; 2025Q2: 50 shares; 2025Q3: 50 shares; 2025Q4: 50 shares; 2026Q1: 50 shares; 2026Q2: 50 shares 50 $9.74K <0.01% 0 Timeline APLD APPLIED DIGITAL CORP More: the full row for APPLIED DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 261 shares; 2026Q2: 261 shares 261 $9.73K <0.01% 0 Timeline CPRT COPART INC More: the full row for COPART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 175 shares; 2024Q4: 175 shares; 2025Q1: 175 shares; 2025Q2: 175 shares; 2025Q3: 236 shares; 2025Q4: 236 shares; 2026Q1: 336 shares; 2026Q2: 336 shares 336 $9.47K <0.01% 0 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 100 shares; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 100 shares; 2025Q4: 200 shares; 2026Q1: 100 shares; 2026Q2: 100 shares 100 $9.17K <0.01% 0 Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 90 shares; 2025Q4: 90 shares; 2026Q1: 90 shares; 2026Q2: 90 shares 90 $8.65K <0.01% 0 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 200 shares; 2025Q1: 200 shares; 2025Q2: 200 shares; 2025Q3: 200 shares; 2025Q4: 200 shares; 2026Q1: 200 shares; 2026Q2: 200 shares 200 $8.64K <0.01% 0 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: 179 shares; 2024Q4: 179 shares; 2025Q1: 179 shares; 2025Q2: 179 shares; 2025Q3: 179 shares; 2025Q4: 100 shares; 2026Q1: 100 shares; 2026Q2: 100 shares 100 $7.82K <0.01% 0 Timeline HAL HALLIBURTON CO More: the full row for HALLIBURTON CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 221 shares 221 $7.5K <0.01% new Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7 shares; 2025Q2: 207 shares; 2025Q3: 200 shares; 2025Q4: 200 shares; 2026Q1: 200 shares; 2026Q2: 200 shares 200 $7.39K <0.01% 0 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 15 shares 15 $7.37K <0.01% new Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 131 shares; 2024Q4: 131 shares; 2025Q1: 131 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 29 shares; 2026Q2: 29 shares 29 $7.14K <0.01% 0 Timeline RAL RALLIANT CORP More: the full row for RALLIANT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 91 shares; 2025Q4: 91 shares; 2026Q1: 91 shares; 2026Q2: 91 shares 91 $6.7K <0.01% 0 Timeline ALAB ASTERA LABS INC More: the full row for ASTERA LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13 shares; 2025Q4: 13 shares; 2026Q1: 13 shares; 2026Q2: 13 shares 13 $6.28K <0.01% 0 Timeline LUV SOUTHWEST AIRLS CO More: the full row for SOUTHWEST AIRLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 121 shares; 2024Q4: 121 shares; 2025Q1: 121 shares; 2025Q2: 121 shares; 2025Q3: 121 shares; 2025Q4: 121 shares; 2026Q1: 121 shares; 2026Q2: 121 shares 121 $6.22K <0.01% 0 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 304 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12 shares; 2025Q4: 12 shares; 2026Q1: 12 shares; 2026Q2: 12 shares 12 $5.96K <0.01% 0 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 34 shares; 2026Q2: 34 shares 34 $5.34K <0.01% 0 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4 shares; 2025Q4: 4 shares; 2026Q1: 4 shares; 2026Q2: 7 shares 7 $5.29K <0.01% +3 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 68 shares; 2026Q1: 330 shares; 2026Q2: 24 shares 24 $5.27K <0.01% -306 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13 shares; 2025Q4: 13 shares; 2026Q1: 13 shares; 2026Q2: 13 shares 13 $4.75K <0.01% 0 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 19 shares; 2025Q4: 19 shares; 2026Q1: 19 shares; 2026Q2: 19 shares 19 $4.62K <0.01% 0 Timeline FLEX FLEX LTD More: the full row for FLEX LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 27 shares 27 $4.38K <0.01% new Timeline CBOE CBOE GLOBAL MKTS INC More: the full row for CBOE GLOBAL MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 16 shares; 2025Q4: 16 shares; 2026Q1: 16 shares; 2026Q2: 16 shares 16 $3.88K <0.01% 0 Timeline MTD METTLER TOLEDO INTERNATIONAL More: the full row for METTLER TOLEDO INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3 shares; 2025Q4: 3 shares; 2026Q1: 3 shares; 2026Q2: 3 shares 3 $3.83K <0.01% 0 Timeline PKG PACKAGING CORP AMER More: the full row for PACKAGING CORP AMER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 16 shares; 2026Q2: 16 shares 16 $3.81K <0.01% 0 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 42 shares; 2024Q4: 42 shares; 2025Q1: 42 shares; 2025Q2: 42 shares; 2025Q3: 42 shares; 2025Q4: 42 shares; 2026Q1: 82 shares; 2026Q2: 42 shares 42 $3.55K <0.01% -40 Timeline CRDO CREDO TECHNOLOGY GROUP HOLDI More: the full row for CREDO TECHNOLOGY GROUP HOLDI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 13 shares 13 $3.54K <0.01% new Timeline WAT WATERS CORP More: the full row for WATERS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3 shares; 2025Q4: 3 shares; 2026Q1: 42 shares; 2026Q2: 9 shares 9 $3.38K <0.01% -33 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 10 shares 10 $3.35K <0.01% new Timeline VNT VONTIER CORPORATION More: the full row for VONTIER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 109 shares; 2024Q4: 109 shares; 2025Q1: 109 shares; 2025Q2: 109 shares; 2025Q3: 109 shares; 2025Q4: 109 shares; 2026Q1: 109 shares; 2026Q2: 109 shares 109 $3.16K <0.01% 0 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6 shares; 2025Q4: 6 shares; 2026Q1: 6 shares; 2026Q2: 6 shares 6 $3.09K <0.01% 0 Timeline FRMI FERMI INC More: the full row for FERMI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 337 shares 337 $3.09K <0.01% new Timeline VEEV VEEVA SYS INC More: the full row for VEEVA SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 17 shares; 2025Q4: 17 shares; 2026Q1: 17 shares; 2026Q2: 17 shares 17 $3.02K <0.01% 0 Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 86 shares; 2025Q4: 86 shares; 2026Q1: 86 shares; 2026Q2: 86 shares 86 $2.92K <0.01% 0 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 16 shares 16 $2.82K <0.01% new Timeline MP MP MATERIALS CORP More: the full row for MP MATERIALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 50 shares; 2025Q4: 50 shares; 2026Q1: 50 shares; 2026Q2: 50 shares 50 $2.8K <0.01% 0 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 22 shares; 2025Q4: 22 shares; 2026Q1: 22 shares; 2026Q2: 22 shares 22 $2.57K <0.01% 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15 shares; 2025Q4: 15 shares; 2026Q1: 15 shares; 2026Q2: 15 shares 15 $2.55K <0.01% 0 Timeline JAVA J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 30 shares 30 $2.38K <0.01% new Timeline AGOX STARBOARD INVT TR More: the full row for STARBOARD INVT TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 68 shares; 2026Q2: 68 shares 68 $2.36K <0.01% 0 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 15 shares 15 $2.35K <0.01% new Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2 shares 2 $2.31K <0.01% new Timeline RACE FERRARI N V More: the full row for FERRARI N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 336 shares; 2025Q2: 521 shares; 2025Q3: 643 shares; 2025Q4: 6 shares; 2026Q1: 6 shares; 2026Q2: 6 shares 6 $2.23K <0.01% 0 Timeline SAIA SAIA INC More: the full row for SAIA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5 shares; 2025Q4: 5 shares; 2026Q1: 5 shares; 2026Q2: 5 shares 5 $2.11K <0.01% 0 Timeline TXRH TEXAS ROADHOUSE INC More: the full row for TEXAS ROADHOUSE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10 shares; 2025Q4: 10 shares; 2026Q1: 10 shares; 2026Q2: 10 shares 10 $1.93K <0.01% 0 Timeline JFB JFB CONSTR HLDGS More: the full row for JFB CONSTR HLDGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 400 shares; 2026Q2: 400 shares 400 $1.92K <0.01% 0 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 21 shares 21 $1.75K <0.01% new 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3 shares; 2025Q4: 3 shares; 2026Q1: 3 shares; 2026Q2: 3 shares 3 $1.68K <0.01% 0 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 7 shares 7 $1.66K <0.01% new Timeline RL RALPH LAUREN CORP More: the full row for RALPH LAUREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4 shares 4 $1.61K <0.01% new Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 14 shares; 2025Q4: 14 shares; 2026Q1: 14 shares; 2026Q2: 14 shares 14 $1.6K <0.01% 0 Timeline E ENI SPA More: the full row for ENI SPA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 34 shares 34 $1.59K <0.01% new Timeline FLTR VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 62 shares; 2026Q2: 62 shares 62 $1.59K <0.01% 0 Timeline RDDT REDDIT INC More: the full row for REDDIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9 shares; 2025Q4: 9 shares; 2026Q1: 9 shares; 2026Q2: 9 shares 9 $1.56K <0.01% 0 Timeline FLBL FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 66 shares; 2026Q2: 66 shares 66 $1.51K <0.01% 0 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 17 shares; 2026Q2: 9 shares 9 $1.51K <0.01% -8 Timeline OTIS OTIS WORLDWIDE CORP More: the full row for OTIS WORLDWIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 21 shares; 2025Q4: 21 shares; 2026Q1: 21 shares; 2026Q2: 21 shares 21 $1.5K <0.01% 0 Timeline NOK NOKIA CORP More: the full row for NOKIA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 100 shares; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 100 shares; 2025Q4: 100 shares; 2026Q1: 100 shares; 2026Q2: 100 shares 100 $1.33K <0.01% 0 Timeline GMAB GENMAB A/S More: the full row for GENMAB A/S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 45 shares; 2025Q4: 45 shares; 2026Q1: 45 shares; 2026Q2: 45 shares 45 $1.24K <0.01% 0 Timeline CELH CELSIUS HLDGS INC More: the full row for CELSIUS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 41 shares; 2025Q4: 41 shares; 2026Q1: 41 shares; 2026Q2: 41 shares 41 $1.2K <0.01% 0 Timeline MANH MANHATTAN ASSOCIATES INC More: the full row for MANHATTAN ASSOCIATES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8 shares; 2025Q4: 8 shares; 2026Q1: 8 shares; 2026Q2: 8 shares 8 $1.11K <0.01% 0 Timeline ONON ON HLDG AG More: the full row for ON HLDG AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 31 shares; 2025Q4: 31 shares; 2026Q1: 31 shares; 2026Q2: 31 shares 31 $1.1K <0.01% 0 Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 33 shares; 2025Q4: 33 shares; 2026Q1: 33 shares; 2026Q2: 33 shares 33 $1.04K <0.01% 0 Timeline TREX TREX INC More: the full row for TREX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 20 shares; 2025Q4: 20 shares; 2026Q1: 20 shares; 2026Q2: 20 shares 20 $1K <0.01% 0 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3 shares; 2025Q4: 3 shares; 2026Q1: 3 shares; 2026Q2: 3 shares 3 $783 <0.01% 0 Timeline LULU LULULEMON ATHLETICA INC More: the full row for LULULEMON ATHLETICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5 shares; 2025Q4: 5 shares; 2026Q1: 5 shares; 2026Q2: 5 shares 5 $571 <0.01% 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: 49 shares; 2024Q4: 49 shares; 2025Q1: 49 shares; 2025Q2: 49 shares; 2025Q3: 49 shares; 2025Q4: 49 shares; 2026Q1: 49 shares; 2026Q2: 1 shares 1 $276 <0.01% -48 Timeline CAVA CAVA GROUP INC More: the full row for CAVA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3 shares; 2025Q4: 3 shares; 2026Q1: 3 shares; 2026Q2: 3 shares 3 $235 <0.01% 0 Timeline BHF BRIGHTHOUSE FINL INC More: the full row for BRIGHTHOUSE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3 shares; 2024Q4: 3 shares; 2025Q1: 3 shares; 2025Q2: 3 shares; 2025Q3: 3 shares; 2025Q4: 3 shares; 2026Q1: 3 shares; 2026Q2: 3 shares 3 $190 <0.01% 0 Timeline