FLOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 264,396 shares; 2023Q4: 234,558 shares; 2024Q1: 237,653 shares; 2024Q2: 255,753 shares; 2024Q3: 250,758 shares; 2024Q4: 231,968 shares; 2025Q1: 245,876 shares; 2025Q2: 254,493 shares 254,493 $13M 3.34% +8,617 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; 2023Q3: 27,082 shares; 2023Q4: 28,206 shares; 2024Q1: 31,015 shares; 2024Q2: 32,065 shares; 2024Q3: 31,948 shares; 2024Q4: 23,187 shares; 2025Q1: 22,903 shares; 2025Q2: 22,751 shares 22,751 $10.4M 2.69% -152 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; 2023Q3: 44,984 shares; 2023Q4: 39,865 shares; 2024Q1: 33,230 shares; 2024Q2: 35,365 shares; 2024Q3: 36,448 shares; 2024Q4: 35,450 shares; 2025Q1: 36,507 shares; 2025Q2: 34,274 shares 34,274 $9.9M 2.55% -2,233 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; 2023Q3: 13,479 shares; 2023Q4: 15,567 shares; 2024Q1: 17,575 shares; 2024Q2: 18,627 shares; 2024Q3: 18,987 shares; 2024Q4: 16,130 shares; 2025Q1: 15,719 shares; 2025Q2: 15,873 shares 15,873 $9.3M 2.4% +154 Timeline JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: 1,023 shares; 2024Q1: 71,045 shares; 2024Q2: 79,990 shares; 2024Q3: 113,078 shares; 2024Q4: 158,283 shares; 2025Q1: 175,361 shares; 2025Q2: 181,743 shares 181,743 $9.2M 2.37% +6,382 Timeline NEAR ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 835 shares; 2023Q4: 3,189 shares; 2024Q1: 139,107 shares; 2024Q2: 153,478 shares; 2024Q3: 147,203 shares; 2024Q4: 155,474 shares; 2025Q1: 167,746 shares; 2025Q2: 173,094 shares 173,094 $8.83M 2.27% +5,348 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 12,711 shares; 2023Q4: 12,890 shares; 2024Q1: 14,480 shares; 2024Q2: 13,750 shares; 2024Q3: 14,401 shares; 2024Q4: 15,104 shares; 2025Q1: 16,059 shares; 2025Q2: 14,630 shares 14,630 $7.64M 1.97% -1,429 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; 2023Q3: 25,048 shares; 2023Q4: 28,811 shares; 2024Q1: 32,089 shares; 2024Q2: 33,868 shares; 2024Q3: 35,288 shares; 2024Q4: 41,462 shares; 2025Q1: 40,508 shares; 2025Q2: 40,814 shares 40,814 $7.26M 1.87% +306 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; 2023Q3: 9,503 shares; 2023Q4: 9,846 shares; 2024Q1: 8,860 shares; 2024Q2: 10,206 shares; 2024Q3: 10,622 shares; 2024Q4: 10,730 shares; 2025Q1: 10,466 shares; 2025Q2: 9,409 shares 9,409 $7.24M 1.86% -1,057 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; 2023Q3: 60,866 shares; 2023Q4: 61,493 shares; 2024Q1: 60,812 shares; 2024Q2: 60,522 shares; 2024Q3: 61,390 shares; 2024Q4: 62,683 shares; 2025Q1: 65,400 shares; 2025Q2: 66,031 shares 66,031 $7.05M 1.82% +631 Timeline RISR TIDAL TRUST I More: the full row for TIDAL TRUST I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 155,769 shares; 2023Q4: 104,186 shares; 2024Q1: 69,638 shares; 2024Q2: 64,685 shares; 2024Q3: 23,306 shares; 2024Q4: 2,730 shares; 2025Q1: 14,126 shares; 2025Q2: 189,434 shares 189,434 $6.98M 1.8% +175,308 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 77 shares; 2023Q4: 469 shares; 2024Q1: 192 shares; 2024Q2: 228 shares; 2024Q3: not reported; 2024Q4: 54,922 shares; 2025Q1: 60,617 shares; 2025Q2: 62,515 shares 62,515 $6.9M 1.78% +1,898 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; 2023Q3: 988 shares; 2023Q4: 1,065 shares; 2024Q1: 1,240 shares; 2024Q2: 1,368 shares; 2024Q3: 1,433 shares; 2024Q4: 1,342 shares; 2025Q1: 1,318 shares; 2025Q2: 1,260 shares 1,260 $6.81M 1.75% -58 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; 2023Q3: 99,712 shares; 2023Q4: 92,346 shares; 2024Q1: 78,244 shares; 2024Q2: 82,660 shares; 2024Q3: 93,119 shares; 2024Q4: 81,559 shares; 2025Q1: 84,142 shares; 2025Q2: 81,727 shares 81,727 $6.4M 1.65% -2,415 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 148,036 shares; 2023Q4: 136,433 shares; 2024Q1: 128,440 shares; 2024Q2: 128,361 shares; 2024Q3: 130,054 shares; 2024Q4: 129,209 shares; 2025Q1: 132,243 shares; 2025Q2: 132,398 shares 132,398 $6.22M 1.6% +155 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 21,662 shares; 2023Q4: 24,228 shares; 2024Q1: 28,633 shares; 2024Q2: 25,675 shares; 2024Q3: 28,325 shares; 2024Q4: 27,931 shares; 2025Q1: 29,750 shares; 2025Q2: 30,352 shares 30,352 $6.11M 1.57% +602 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 52,918 shares; 2023Q4: 50,360 shares; 2024Q1: 50,114 shares; 2024Q2: 49,307 shares; 2024Q3: 43,914 shares; 2024Q4: 43,777 shares; 2025Q1: 35,455 shares; 2025Q2: 34,329 shares 34,329 $5.84M 1.5% -1,126 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; 2023Q3: 18,187 shares; 2023Q4: 18,617 shares; 2024Q1: 20,815 shares; 2024Q2: 22,115 shares; 2024Q3: 25,779 shares; 2024Q4: 24,491 shares; 2025Q1: 25,094 shares; 2025Q2: 25,749 shares 25,749 $5.73M 1.48% +655 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 42,780 shares; 2023Q4: 39,282 shares; 2024Q1: 53,417 shares; 2024Q2: 60,333 shares; 2024Q3: 57,585 shares; 2024Q4: 58,666 shares; 2025Q1: 59,844 shares; 2025Q2: 62,089 shares 62,089 $5.72M 1.47% +2,245 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 41,519 shares; 2023Q4: 43,847 shares; 2024Q1: 50,276 shares; 2024Q2: 57,468 shares; 2024Q3: 67,307 shares; 2024Q4: 67,040 shares; 2025Q1: 61,298 shares; 2025Q2: 58,410 shares 58,410 $5.69M 1.46% -2,888 Timeline TBIL RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 5,187 shares; 2023Q4: 4,338 shares; 2024Q1: 35,564 shares; 2024Q2: 52,553 shares; 2024Q3: 70,378 shares; 2024Q4: 96,309 shares; 2025Q1: 125,476 shares; 2025Q2: 110,452 shares 110,452 $5.51M 1.42% -15,024 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 18,803 shares; 2023Q4: 18,705 shares; 2024Q1: 22,367 shares; 2024Q2: 17,903 shares; 2024Q3: 17,797 shares; 2024Q4: 17,810 shares; 2025Q1: 18,396 shares; 2025Q2: 18,814 shares 18,814 $5.47M 1.41% +418 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 47,154 shares; 2023Q4: 44,037 shares; 2024Q1: 42,332 shares; 2024Q2: 41,420 shares; 2024Q3: 40,811 shares; 2024Q4: 41,684 shares; 2025Q1: 42,343 shares; 2025Q2: 43,456 shares 43,456 $5.45M 1.4% +1,113 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; 2023Q3: 17,242 shares; 2023Q4: 17,416 shares; 2024Q1: 16,258 shares; 2024Q2: 20,782 shares; 2024Q3: 23,165 shares; 2024Q4: 22,996 shares; 2025Q1: 23,621 shares; 2025Q2: 21,525 shares 21,525 $5.21M 1.34% -2,096 Timeline LAMR LAMAR ADVERTISING CO More: the full row for LAMAR ADVERTISING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 49,262 shares; 2023Q4: 39,551 shares; 2024Q1: 32,989 shares; 2024Q2: 36,083 shares; 2024Q3: 37,042 shares; 2024Q4: 38,582 shares; 2025Q1: 43,432 shares; 2025Q2: 44,471 shares 44,471 $5.14M 1.32% +1,039 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 4,001 shares; 2025Q1: 4,290 shares; 2025Q2: 4,316 shares 4,316 $4.86M 1.25% +26 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 47,375 shares; 2023Q4: 48,231 shares; 2024Q1: 49,062 shares; 2024Q2: 51,903 shares; 2024Q3: 51,687 shares; 2024Q4: 55,133 shares; 2025Q1: 57,065 shares; 2025Q2: 52,164 shares 52,164 $4.85M 1.25% -4,901 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 2,876 shares; 2023Q4: 2,897 shares; 2024Q1: 3,068 shares; 2024Q2: 3,359 shares; 2024Q3: 3,428 shares; 2024Q4: 3,897 shares; 2025Q1: 14,003 shares; 2025Q2: 15,264 shares 15,264 $4.79M 1.24% +1,261 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 26,975 shares; 2024Q2: 30,701 shares; 2024Q3: 30,646 shares; 2024Q4: 51,870 shares; 2025Q1: 51,951 shares; 2025Q2: 52,798 shares 52,798 $4.78M 1.23% +847 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 95,250 shares; 2025Q1: 91,262 shares; 2025Q2: 90,751 shares 90,751 $4.56M 1.18% -511 Timeline EIX EDISON INTL More: the full row for EDISON INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 70,729 shares; 2023Q4: 65,167 shares; 2024Q1: 61,257 shares; 2024Q2: 59,283 shares; 2024Q3: 53,718 shares; 2024Q4: 55,137 shares; 2025Q1: 77,104 shares; 2025Q2: 83,755 shares 83,755 $4.5M 1.16% +6,651 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; 2023Q3: 47,682 shares; 2023Q4: 48,395 shares; 2024Q1: 50,191 shares; 2024Q2: 51,959 shares; 2024Q3: 53,607 shares; 2024Q4: 56,416 shares; 2025Q1: 54,716 shares; 2025Q2: 54,425 shares 54,425 $4.27M 1.1% -291 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 57,314 shares; 2023Q4: 31,463 shares; 2024Q1: 36,205 shares; 2024Q2: 39,685 shares; 2024Q3: 40,493 shares; 2024Q4: 42,179 shares; 2025Q1: 43,840 shares; 2025Q2: 45,554 shares 45,554 $4.26M 1.1% +1,714 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 65,604 shares; 2023Q4: 66,053 shares; 2024Q1: 68,847 shares; 2024Q2: 76,204 shares; 2024Q3: 80,212 shares; 2024Q4: 42,174 shares; 2025Q1: 43,519 shares; 2025Q2: 44,343 shares 44,343 $4.23M 1.09% +824 Timeline GPC GENUINE PARTS CO More: the full row for GENUINE PARTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 24,342 shares; 2023Q4: 22,550 shares; 2024Q1: 20,620 shares; 2024Q2: 22,330 shares; 2024Q3: 24,398 shares; 2024Q4: 28,428 shares; 2025Q1: 30,910 shares; 2025Q2: 31,650 shares 31,650 $4.21M 1.09% +740 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 9 shares; 2023Q4: 83 shares; 2024Q1: 93 shares; 2024Q2: 2,536 shares; 2024Q3: 2,552 shares; 2024Q4: 3,716 shares; 2025Q1: 27,272 shares; 2025Q2: 22,761 shares 22,761 $4.16M 1.07% -4,511 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 95,140 shares; 2023Q4: 77,731 shares; 2024Q1: 69,429 shares; 2024Q2: 84,168 shares; 2024Q3: 86,249 shares; 2024Q4: 86,672 shares; 2025Q1: 93,562 shares; 2025Q2: 95,398 shares 95,398 $4.16M 1.07% +1,836 Timeline SCHI SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 313 shares; 2023Q4: 102,990 shares; 2024Q1: 121,634 shares; 2024Q2: 135,360 shares; 2024Q3: 286,383 shares; 2024Q4: 169,709 shares; 2025Q1: 177,065 shares; 2025Q2: 181,557 shares 181,557 $4.13M 1.06% +4,492 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; 2023Q3: 64,736 shares; 2023Q4: 58,705 shares; 2024Q1: 53,911 shares; 2024Q2: 52,449 shares; 2024Q3: 53,096 shares; 2024Q4: 55,275 shares; 2025Q1: 56,884 shares; 2025Q2: 57,662 shares 57,662 $4.06M 1.04% +778 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 99,484 shares; 2023Q4: 94,879 shares; 2024Q1: 87,583 shares; 2024Q2: 88,085 shares; 2024Q3: 90,168 shares; 2024Q4: 98,717 shares; 2025Q1: 104,403 shares; 2025Q2: 106,534 shares 106,534 $4.03M 1.04% +2,131 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: 11 shares; 2024Q1: 232 shares; 2024Q2: 16,106 shares; 2024Q3: 16,688 shares; 2024Q4: 17,958 shares; 2025Q1: 18,682 shares; 2025Q2: 18,833 shares 18,833 $3.89M 1% +151 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 13,220 shares; 2023Q4: 11,994 shares; 2024Q1: 11,216 shares; 2024Q2: 10,662 shares; 2024Q3: 10,785 shares; 2024Q4: 11,892 shares; 2025Q1: 12,604 shares; 2025Q2: 12,914 shares 12,914 $3.72M 0.96% +310 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 9,685 shares; 2023Q4: 10,385 shares; 2024Q1: 11,829 shares; 2024Q2: 13,492 shares; 2024Q3: 13,830 shares; 2024Q4: 11,924 shares; 2025Q1: 10,952 shares; 2025Q2: 10,992 shares 10,992 $3.7M 0.95% +40 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; 2023Q3: 47,323 shares; 2023Q4: 41,157 shares; 2024Q1: 36,290 shares; 2024Q2: 36,104 shares; 2024Q3: 36,543 shares; 2024Q4: 38,341 shares; 2025Q1: 43,261 shares; 2025Q2: 48,931 shares 48,931 $3.57M 0.92% +5,670 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 5,307 shares; 2023Q4: 5,892 shares; 2024Q1: 6,748 shares; 2024Q2: 7,007 shares; 2024Q3: 6,757 shares; 2024Q4: 6,580 shares; 2025Q1: 6,192 shares; 2025Q2: 6,202 shares 6,202 $3.56M 0.92% +10 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 495 shares; 2025Q1: 13,928 shares; 2025Q2: 15,052 shares 15,052 $3.43M 0.88% +1,124 Timeline ECO OKEANIS ECO TANKERS COR More: the full row for OKEANIS ECO TANKERS COR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 39,407 shares; 2025Q1: 122,529 shares; 2025Q2: 132,545 shares 132,545 $3.24M 0.83% +10,016 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; 2023Q3: 296 shares; 2023Q4: 155 shares; 2024Q1: 32 shares; 2024Q2: 32 shares; 2024Q3: 32 shares; 2024Q4: 27,438 shares; 2025Q1: 48,696 shares; 2025Q2: 55,351 shares 55,351 $3.21M 0.83% +6,655 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; 2023Q3: 7,806 shares; 2023Q4: 8,338 shares; 2024Q1: 8,837 shares; 2024Q2: 8,746 shares; 2024Q3: 8,288 shares; 2024Q4: 8,753 shares; 2025Q1: 7,796 shares; 2025Q2: 6,865 shares 6,865 $3.2M 0.82% -931 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; 2023Q3: 35,720 shares; 2023Q4: 33,996 shares; 2024Q1: 35,740 shares; 2024Q2: 36,095 shares; 2024Q3: 37,266 shares; 2024Q4: 47,974 shares; 2025Q1: 28,989 shares; 2025Q2: 23,579 shares 23,579 $3.19M 0.82% -5,410 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 86,291 shares; 2023Q4: 108,830 shares; 2024Q1: 119,851 shares; 2024Q2: 98,082 shares; 2024Q3: 101,267 shares; 2024Q4: 103,382 shares; 2025Q1: 114,160 shares; 2025Q2: 118,076 shares 118,076 $2.95M 0.76% +3,916 Timeline LYG LLOYDS BANKING GROUP PLC More: the full row for LLOYDS BANKING GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 1,024,029 shares; 2023Q4: 920,469 shares; 2024Q1: 795,634 shares; 2024Q2: 779,586 shares; 2024Q3: 768,765 shares; 2024Q4: 786,729 shares; 2025Q1: 641,487 shares; 2025Q2: 645,729 shares 645,729 $2.88M 0.74% +4,242 Timeline IQV IQVIA HLDGS INC More: the full row for IQVIA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 11,605 shares; 2023Q4: 12,744 shares; 2024Q1: 14,631 shares; 2024Q2: 16,402 shares; 2024Q3: 16,426 shares; 2024Q4: 17,487 shares; 2025Q1: 19,005 shares; 2025Q2: 15,696 shares 15,696 $2.82M 0.73% -3,309 Timeline VFH VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 9,978 shares; 2025Q1: 18,365 shares; 2025Q2: 21,911 shares 21,911 $2.78M 0.71% +3,546 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; 2023Q3: 74,498 shares; 2023Q4: 65,824 shares; 2024Q1: 54,680 shares; 2024Q2: 54,926 shares; 2024Q3: 55,480 shares; 2024Q4: 60,394 shares; 2025Q1: 60,583 shares; 2025Q2: 62,586 shares 62,586 $2.7M 0.7% +2,003 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; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 21,017 shares; 2024Q3: 23,839 shares; 2024Q4: 24,387 shares; 2025Q1: 22,781 shares; 2025Q2: 23,229 shares 23,229 $2.56M 0.66% +448 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; 2023Q3: 14,689 shares; 2023Q4: 13,263 shares; 2024Q1: 11,855 shares; 2024Q2: 11,597 shares; 2024Q3: 11,886 shares; 2024Q4: 12,295 shares; 2025Q1: 13,545 shares; 2025Q2: 13,535 shares 13,535 $2.55M 0.66% -10 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 2,726 shares; 2023Q4: 2,973 shares; 2024Q1: 3,903 shares; 2024Q2: 4,650 shares; 2024Q3: 5,094 shares; 2024Q4: 5,894 shares; 2025Q1: 6,567 shares; 2025Q2: 7,270 shares 7,270 $2.48M 0.64% +703 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 14,780 shares; 2023Q4: 15,416 shares; 2024Q1: 17,350 shares; 2024Q2: 18,708 shares; 2024Q3: 17,865 shares; 2024Q4: 17,039 shares; 2025Q1: 13,749 shares; 2025Q2: 9,610 shares 9,610 $2.4M 0.62% -4,139 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 11,474 shares; 2023Q4: 11,295 shares; 2024Q1: 12,033 shares; 2024Q2: 10,175 shares; 2024Q3: 10,729 shares; 2024Q4: 10,814 shares; 2025Q1: 11,507 shares; 2025Q2: 11,649 shares 11,649 $2.35M 0.61% +142 Timeline FIS FIDELITY NATL INFORMATION SV More: the full row for FIDELITY NATL INFORMATION SV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 101,496 shares; 2023Q4: 97,172 shares; 2024Q1: 62,026 shares; 2024Q2: 33,764 shares; 2024Q3: 29,463 shares; 2024Q4: 29,601 shares; 2025Q1: 31,794 shares; 2025Q2: 32,291 shares 32,291 $2.3M 0.59% +497 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 6,374 shares; 2023Q4: 6,860 shares; 2024Q1: 7,341 shares; 2024Q2: 8,165 shares; 2024Q3: 8,598 shares; 2024Q4: 8,781 shares; 2025Q1: 7,809 shares; 2025Q2: 7,559 shares 7,559 $2.16M 0.56% -250 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; 2023Q3: 14,666 shares; 2023Q4: 16,722 shares; 2024Q1: 18,814 shares; 2024Q2: 20,243 shares; 2024Q3: 20,932 shares; 2024Q4: 11,180 shares; 2025Q1: 10,869 shares; 2025Q2: 10,931 shares 10,931 $2.15M 0.55% +62 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 11,418 shares; 2023Q4: 12,812 shares; 2024Q1: 14,417 shares; 2024Q2: 15,544 shares; 2024Q3: 16,192 shares; 2024Q4: 9,028 shares; 2025Q1: 8,865 shares; 2025Q2: 8,918 shares 8,918 $2.14M 0.55% +53 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 4,134 shares; 2023Q4: 4,143 shares; 2024Q1: 4,143 shares; 2024Q2: 4,143 shares; 2024Q3: 4,248 shares; 2024Q4: 4,143 shares; 2025Q1: 4,143 shares; 2025Q2: 4,143 shares 4,143 $2.11M 0.54% 0 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 2,639 shares; 2023Q4: 40,051 shares; 2024Q1: 47,073 shares; 2024Q2: 46,729 shares; 2024Q3: 43,488 shares; 2024Q4: 48,528 shares; 2025Q1: 44,027 shares; 2025Q2: 28,065 shares 28,065 $2.1M 0.54% -15,962 Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 30,881 shares; 2023Q4: 26,870 shares; 2024Q1: 27,685 shares; 2024Q2: 28,622 shares; 2024Q3: 29,901 shares; 2024Q4: 28,204 shares; 2025Q1: 26,338 shares; 2025Q2: 25,742 shares 25,742 $1.99M 0.51% -596 Timeline CHKP CHECK POINT SOFTWARE TECH LT More: the full row for CHECK POINT SOFTWARE TECH LT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 7,797 shares; 2023Q4: 9,029 shares; 2024Q1: 10,873 shares; 2024Q2: 12,491 shares; 2024Q3: 11,493 shares; 2024Q4: 11,709 shares; 2025Q1: 9,965 shares; 2025Q2: 10,271 shares 10,271 $1.88M 0.49% +306 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 2,352 shares; 2023Q4: 2,544 shares; 2024Q1: 2,848 shares; 2024Q2: 4,971 shares; 2024Q3: 6,925 shares; 2024Q4: 6,301 shares; 2025Q1: 6,598 shares; 2025Q2: 7,436 shares 7,436 $1.79M 0.46% +838 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; 2023Q3: 11,104 shares; 2023Q4: 11,959 shares; 2024Q1: 11,701 shares; 2024Q2: 14,460 shares; 2024Q3: 16,257 shares; 2024Q4: 16,164 shares; 2025Q1: 15,926 shares; 2025Q2: 15,841 shares 15,841 $1.78M 0.46% -85 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 6,716 shares; 2024Q3: 10,600 shares; 2024Q4: 11,546 shares; 2025Q1: 11,529 shares; 2025Q2: 12,041 shares 12,041 $1.78M 0.46% +512 Timeline DEO DIAGEO PLC More: the full row for DIAGEO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 15,804 shares; 2024Q3: 18,214 shares; 2024Q4: 18,307 shares; 2025Q1: 20,435 shares; 2025Q2: 15,798 shares 15,798 $1.73M 0.45% -4,637 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 214 shares; 2023Q4: 3,021 shares; 2024Q1: 5,262 shares; 2024Q2: 5,953 shares; 2024Q3: 6,309 shares; 2024Q4: 6,760 shares; 2025Q1: 7,858 shares; 2025Q2: 8,686 shares 8,686 $1.61M 0.42% +828 Timeline KMX CARMAX INC More: the full row for CARMAX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 23,139 shares; 2023Q4: 25,729 shares; 2024Q1: 29,547 shares; 2024Q2: 36,331 shares; 2024Q3: 38,575 shares; 2024Q4: 38,489 shares; 2025Q1: 38,151 shares; 2025Q2: 29,330 shares 29,330 $1.61M 0.42% -8,821 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 526 shares; 2023Q4: 7,166 shares; 2024Q1: 7,890 shares; 2024Q2: 5,919 shares; 2024Q3: 14,972 shares; 2024Q4: 18,465 shares; 2025Q1: 13,942 shares; 2025Q2: 23,086 shares 23,086 $1.52M 0.39% +9,144 Timeline XBIL RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 10,520 shares; 2023Q4: 12,378 shares; 2024Q1: 20,283 shares; 2024Q2: 19,217 shares; 2024Q3: 31,924 shares; 2024Q4: 31,867 shares; 2025Q1: 33,364 shares; 2025Q2: 28,874 shares 28,874 $1.45M 0.37% -4,490 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; 2023Q3: 23,005 shares; 2023Q4: 21,318 shares; 2024Q1: 20,041 shares; 2024Q2: 20,424 shares; 2024Q3: 21,036 shares; 2024Q4: 21,554 shares; 2025Q1: 21,981 shares; 2025Q2: 22,254 shares 22,254 $1.43M 0.37% +273 Timeline DYNF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: 2,685 shares; 2024Q1: 16,234 shares; 2024Q2: 18,737 shares; 2024Q3: 19,750 shares; 2024Q4: 22,773 shares; 2025Q1: 23,278 shares; 2025Q2: 24,407 shares 24,407 $1.38M 0.36% +1,129 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 4,451 shares; 2023Q4: 4,971 shares; 2024Q1: 5,570 shares; 2024Q2: 9,781 shares; 2024Q3: 10,851 shares; 2024Q4: 12,222 shares; 2025Q1: 12,409 shares; 2025Q2: 14,660 shares 14,660 $1.38M 0.35% +2,251 Timeline UNILEVER PLC UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 14,074 shares; 2023Q4: 14,641 shares; 2024Q1: 16,351 shares; 2024Q2: 17,627 shares; 2024Q3: 16,371 shares; 2024Q4: 21,426 shares; 2025Q1: 21,755 shares; 2025Q2: 22,494 shares 22,494 $1.37M 0.35% +739 ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 4,278 shares; 2023Q4: 4,404 shares; 2024Q1: 4,889 shares; 2024Q2: 5,316 shares; 2024Q3: 5,448 shares; 2024Q4: 5,869 shares; 2025Q1: 6,042 shares; 2025Q2: 6,028 shares 6,028 $1.35M 0.35% -14 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 8,729 shares; 2023Q4: 9,252 shares; 2024Q1: 10,806 shares; 2024Q2: 11,238 shares; 2024Q3: 11,084 shares; 2024Q4: 11,739 shares; 2025Q1: 11,761 shares; 2025Q2: 11,480 shares 11,480 $1.34M 0.35% -281 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 105 shares; 2023Q4: 973 shares; 2024Q1: 6,756 shares; 2024Q2: 11,873 shares; 2024Q3: 11,956 shares; 2024Q4: 13,407 shares; 2025Q1: 13,974 shares; 2025Q2: 11,522 shares 11,522 $1.32M 0.34% -2,452 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 253 shares; 2023Q4: 1,672 shares; 2024Q1: 9,842 shares; 2024Q2: 10,175 shares; 2024Q3: 10,286 shares; 2024Q4: 11,917 shares; 2025Q1: 11,975 shares; 2025Q2: 12,682 shares 12,682 $1.32M 0.34% +707 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 13,412 shares; 2023Q4: 14,251 shares; 2024Q1: 15,266 shares; 2024Q2: 16,396 shares; 2024Q3: 14,829 shares; 2024Q4: 15,185 shares; 2025Q1: 14,753 shares; 2025Q2: 13,486 shares 13,486 $1.26M 0.32% -1,267 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 136,681 shares; 2023Q4: 129,849 shares; 2024Q1: 136,566 shares; 2024Q2: 138,812 shares; 2024Q3: 140,357 shares; 2024Q4: 141,107 shares; 2025Q1: 49,479 shares; 2025Q2: 39,343 shares 39,343 $1.25M 0.32% -10,136 Timeline EUAD SPINNAKER ETF SERIES More: the full row for SPINNAKER ETF SERIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 29,255 shares 29,255 $1.22M 0.31% new Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 5,045 shares; 2023Q4: 5,538 shares; 2024Q1: 6,378 shares; 2024Q2: 7,053 shares; 2024Q3: 7,441 shares; 2024Q4: 10,318 shares; 2025Q1: 5,960 shares; 2025Q2: 4,073 shares 4,073 $1.2M 0.31% -1,887 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; 2023Q3: not reported; 2023Q4: 22,288 shares; 2024Q1: 23,831 shares; 2024Q2: 25,944 shares; 2024Q3: 26,641 shares; 2024Q4: 25,286 shares; 2025Q1: 23,557 shares; 2025Q2: 14,409 shares 14,409 $1.19M 0.31% -9,148 Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 821 shares; 2023Q4: 10,933 shares; 2024Q1: 22,617 shares; 2024Q2: 24,601 shares; 2024Q3: 32,909 shares; 2024Q4: 27,082 shares; 2025Q1: 27,871 shares; 2025Q2: 23,927 shares 23,927 $1.1M 0.28% -3,944 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: 799 shares; 2024Q1: 2,413 shares; 2024Q2: 2,809 shares; 2024Q3: 3,013 shares; 2024Q4: 3,555 shares; 2025Q1: 4,887 shares; 2025Q2: 5,383 shares 5,383 $1.07M 0.28% +496 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; 2023Q3: 3,183 shares; 2023Q4: 3,720 shares; 2024Q1: 4,324 shares; 2024Q2: 4,847 shares; 2024Q3: 4,651 shares; 2024Q4: 4,667 shares; 2025Q1: 4,234 shares; 2025Q2: 3,691 shares 3,691 $1.04M 0.27% -543 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 2,568 shares; 2023Q4: 2,832 shares; 2024Q1: 3,212 shares; 2024Q2: 3,608 shares; 2024Q3: 3,708 shares; 2024Q4: 3,899 shares; 2025Q1: 3,792 shares; 2025Q2: 3,808 shares 3,808 $1.04M 0.27% +16 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 10,319 shares; 2023Q4: 10,025 shares; 2024Q1: 10,214 shares; 2024Q2: 11,376 shares; 2024Q3: 11,332 shares; 2024Q4: 11,133 shares; 2025Q1: 10,554 shares; 2025Q2: 10,013 shares 10,013 $1.03M 0.27% -541 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 1,272 shares; 2023Q4: 1,330 shares; 2024Q1: 1,399 shares; 2024Q2: 1,505 shares; 2024Q3: 1,734 shares; 2024Q4: 1,754 shares; 2025Q1: 1,542 shares; 2025Q2: 1,514 shares 1,514 $1.01M 0.26% -28 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 5,472 shares; 2023Q4: 5,942 shares; 2024Q1: 6,602 shares; 2024Q2: 7,547 shares; 2024Q3: 7,406 shares; 2024Q4: 6,429 shares; 2025Q1: 5,961 shares; 2025Q2: 7,121 shares 7,121 $949K 0.24% +1,160 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 3,287 shares; 2023Q4: 3,687 shares; 2024Q1: 4,277 shares; 2024Q2: 5,209 shares; 2024Q3: 5,343 shares; 2024Q4: 5,617 shares; 2025Q1: 5,585 shares; 2025Q2: 6,068 shares 6,068 $941K 0.24% +483 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 926 shares; 2023Q4: 3,271 shares; 2024Q1: 2,242 shares; 2024Q2: 5,424 shares; 2024Q3: 3,251 shares; 2024Q4: 3,971 shares; 2025Q1: 7,105 shares; 2025Q2: 15,212 shares 15,212 $934K 0.24% +8,107 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 641 shares; 2023Q4: 649 shares; 2024Q1: 1,372 shares; 2024Q2: 2,297 shares; 2024Q3: 2,047 shares; 2024Q4: 2,288 shares; 2025Q1: 2,608 shares; 2025Q2: 4,068 shares 4,068 $933K 0.24% +1,460 Timeline XTEN BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,762 shares; 2025Q2: 19,333 shares 19,333 $888K 0.23% +10,571 Timeline SNY SANOFI SA More: the full row for SANOFI SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 13,551 shares; 2023Q4: 15,115 shares; 2024Q1: 18,861 shares; 2024Q2: 18,190 shares; 2024Q3: 16,738 shares; 2024Q4: 17,693 shares; 2025Q1: 17,318 shares; 2025Q2: 18,364 shares 18,364 $865K 0.22% +1,046 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; 2023Q3: 1,095 shares; 2023Q4: 1,248 shares; 2024Q1: 1,251 shares; 2024Q2: 1,254 shares; 2024Q3: 1,257 shares; 2024Q4: 4,243 shares; 2025Q1: 3,541 shares; 2025Q2: 3,556 shares 3,556 $858K 0.22% +15 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; 2023Q3: 14,572 shares; 2023Q4: 15,196 shares; 2024Q1: 16,227 shares; 2024Q2: 17,921 shares; 2024Q3: 17,828 shares; 2024Q4: 18,078 shares; 2025Q1: 18,209 shares; 2025Q2: 18,049 shares 18,049 $830K 0.21% -160 Timeline BUD ANHEUSER BUSCH INBEV SA NV More: the full row for ANHEUSER BUSCH INBEV SA NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,921 shares 12,921 $801K 0.21% new 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; 2023Q3: 2,078 shares; 2023Q4: 2,323 shares; 2024Q1: 4,010 shares; 2024Q2: 3,071 shares; 2024Q3: 2,787 shares; 2024Q4: 2,851 shares; 2025Q1: 2,808 shares; 2025Q2: 3,192 shares 3,192 $801K 0.21% +384 Timeline SCHZ SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 1,097 shares; 2023Q4: 7,860 shares; 2024Q1: 11,361 shares; 2024Q2: 12,585 shares; 2024Q3: 28,500 shares; 2024Q4: 30,009 shares; 2025Q1: 32,010 shares; 2025Q2: 32,761 shares 32,761 $759K 0.2% +751 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 52 shares; 2024Q3: 26 shares; 2024Q4: 21 shares; 2025Q1: 23 shares; 2025Q2: 1,011 shares 1,011 $729K 0.19% +988 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 1,192 shares; 2023Q4: 1,234 shares; 2024Q1: 1,145 shares; 2024Q2: 140 shares; 2024Q3: 48 shares; 2024Q4: 47 shares; 2025Q1: 46 shares; 2025Q2: 580 shares 580 $703K 0.18% +534 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 96 shares; 2023Q4: 57 shares; 2024Q1: 55 shares; 2024Q2: 3,102 shares; 2024Q3: 3,534 shares; 2024Q4: 3,802 shares; 2025Q1: 3,877 shares; 2025Q2: 4,809 shares 4,809 $698K 0.18% +932 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; 2023Q3: 2,756 shares; 2023Q4: 2,924 shares; 2024Q1: 3,416 shares; 2024Q2: 3,611 shares; 2024Q3: 3,575 shares; 2024Q4: 3,971 shares; 2025Q1: 4,122 shares; 2025Q2: 3,452 shares 3,452 $668K 0.17% -670 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; 2023Q3: 1 shares; 2023Q4: 37 shares; 2024Q1: 1 shares; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 978 shares 978 $623K 0.16% new Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 173 shares; 2023Q4: 2,805 shares; 2024Q1: 4,098 shares; 2024Q2: 7,905 shares; 2024Q3: 7,660 shares; 2024Q4: 9,702 shares; 2025Q1: 5,676 shares; 2025Q2: 5,545 shares 5,545 $612K 0.16% -131 Timeline XLG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,236 shares; 2025Q2: 11,068 shares 11,068 $605K 0.16% +3,832 Timeline THRO BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 16,419 shares 16,419 $599K 0.15% new 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; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,888 shares; 2025Q2: 3,007 shares 3,007 $556K 0.14% +119 Timeline SPMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 3,730 shares; 2025Q1: 3,998 shares; 2025Q2: 4,125 shares 4,125 $483K 0.12% +127 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 97 shares; 2023Q4: 1,640 shares; 2024Q1: 2,375 shares; 2024Q2: 2,685 shares; 2024Q3: 2,580 shares; 2024Q4: 2,896 shares; 2025Q1: 3,028 shares; 2025Q2: 2,539 shares 2,539 $467K 0.12% -489 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 2,683 shares; 2023Q4: 2,621 shares; 2024Q1: 2,502 shares; 2024Q2: 2,869 shares; 2024Q3: 2,914 shares; 2024Q4: 2,989 shares; 2025Q1: 2,805 shares; 2025Q2: 2,757 shares 2,757 $427K 0.11% -48 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 1,238 shares; 2023Q4: 1,255 shares; 2024Q1: 1,289 shares; 2024Q2: 1,305 shares; 2024Q3: 1,322 shares; 2024Q4: 1,340 shares; 2025Q1: 1,382 shares; 2025Q2: 37,290 shares 37,290 $422K 0.11% +35,908 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; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 16 shares; 2024Q3: 28 shares; 2024Q4: 23 shares; 2025Q1: 28 shares; 2025Q2: 713 shares 713 $397K 0.1% +685 Timeline IAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,653 shares 7,653 $391K 0.1% new Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 3,879 shares; 2023Q4: 3,913 shares; 2024Q1: 3,948 shares; 2024Q2: 3,980 shares; 2024Q3: 4,008 shares; 2024Q4: 4,038 shares; 2025Q1: 4,067 shares; 2025Q2: 4,097 shares 4,097 $388K 0.1% +30 Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 76 shares; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,065 shares 6,065 $355K 0.09% 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; 2023Q3: 841 shares; 2023Q4: 841 shares; 2024Q1: 841 shares; 2024Q2: 921 shares; 2024Q3: 910 shares; 2024Q4: 977 shares; 2025Q1: 1,046 shares; 2025Q2: 1,045 shares 1,045 $344K 0.09% -1 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 2,193 shares; 2023Q4: 2,193 shares; 2024Q1: 2,193 shares; 2024Q2: 2,193 shares; 2024Q3: 2,193 shares; 2024Q4: 2,193 shares; 2025Q1: 2,193 shares; 2025Q2: 2,227 shares 2,227 $310K 0.08% +34 Timeline AN AUTONATION INC More: the full row for AUTONATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,518 shares 1,518 $298K 0.08% new Timeline BINC BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: 211 shares; 2024Q1: 2,265 shares; 2024Q2: 2,360 shares; 2024Q3: 4,056 shares; 2024Q4: 4,212 shares; 2025Q1: 4,621 shares; 2025Q2: 5,505 shares 5,505 $291K 0.07% +884 Timeline SRLN SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: 1,803 shares; 2024Q1: 103,883 shares; 2024Q2: 117,098 shares; 2024Q3: 165,203 shares; 2024Q4: 203,024 shares; 2025Q1: 205,588 shares; 2025Q2: 5,941 shares 5,941 $246K 0.06% -199,647 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 70 shares; 2023Q4: 92 shares; 2024Q1: 185 shares; 2024Q2: 946 shares; 2024Q3: 866 shares; 2024Q4: 777 shares; 2025Q1: 803 shares; 2025Q2: 803 shares 803 $245K 0.06% 0 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 1,011 shares; 2023Q4: 1,016 shares; 2024Q1: 1,017 shares; 2024Q2: 1,018 shares; 2024Q3: 1,019 shares; 2024Q4: 990 shares; 2025Q1: 993 shares; 2025Q2: 991 shares 991 $242K 0.06% -2 Timeline BAI BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,409 shares 7,409 $235K 0.06% new Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 2,030 shares; 2025Q1: 4,312 shares; 2025Q2: 3,353 shares 3,353 $226K 0.06% -959 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 1,252 shares; 2023Q4: 1,187 shares; 2024Q1: 1,187 shares; 2024Q2: 1,187 shares; 2024Q3: 1,187 shares; 2024Q4: 1,187 shares; 2025Q1: 1,187 shares; 2025Q2: 1,187 shares 1,187 $217K 0.06% 0 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; 2023Q3: 162 shares; 2023Q4: 161 shares; 2024Q1: 725 shares; 2024Q2: 718 shares; 2024Q3: 719 shares; 2024Q4: 721 shares; 2025Q1: 722 shares; 2025Q2: 724 shares 724 $215K 0.06% +2 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 2,284 shares; 2023Q4: 2,909 shares; 2024Q1: 2,242 shares; 2024Q2: 2,241 shares; 2024Q3: 2,241 shares; 2024Q4: 2,241 shares; 2025Q1: 2,241 shares; 2025Q2: 2,241 shares 2,241 $208K 0.05% 0 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 296 shares; 2023Q4: 342 shares; 2024Q1: 360 shares; 2024Q2: 328 shares; 2024Q3: 296 shares; 2024Q4: 295 shares; 2025Q1: 295 shares; 2025Q2: 313 shares 313 $200K 0.05% +18 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 913 shares; 2023Q4: 913 shares; 2024Q1: 913 shares; 2024Q2: 913 shares; 2024Q3: 913 shares; 2024Q4: 913 shares; 2025Q1: 915 shares; 2025Q2: 913 shares 913 $189K 0.05% -2 Timeline HIMU BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,517 shares; 2025Q2: 3,560 shares 3,560 $169K 0.04% +43 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; 2023Q3: 68 shares; 2023Q4: 60 shares; 2024Q1: 61 shares; 2024Q2: 109 shares; 2024Q3: 255 shares; 2024Q4: 12,791 shares; 2025Q1: 14,379 shares; 2025Q2: 473 shares 473 $148K 0.04% -13,906 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; 2023Q3: 480 shares; 2023Q4: 440 shares; 2024Q1: 487 shares; 2024Q2: 374 shares; 2024Q3: 374 shares; 2024Q4: 1,642 shares; 2025Q1: 1,642 shares; 2025Q2: 1,642 shares 1,642 $147K 0.04% 0 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; 2023Q3: 218 shares; 2023Q4: 228 shares; 2024Q1: 218 shares; 2024Q2: 218 shares; 2024Q3: 218 shares; 2024Q4: 218 shares; 2025Q1: not reported; 2025Q2: 248 shares 248 $142K 0.04% new Timeline BTI BRITISH AMERN TOB PLC More: the full row for BRITISH AMERN TOB PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 2,471 shares; 2023Q4: 2,472 shares; 2024Q1: 2,472 shares; 2024Q2: 2,473 shares; 2024Q3: 2,473 shares; 2024Q4: 2,474 shares; 2025Q1: 2,474 shares; 2025Q2: 2,475 shares 2,475 $142K 0.04% +1 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; 2023Q3: 18,521 shares; 2023Q4: 16,947 shares; 2024Q1: 15,207 shares; 2024Q2: 1,659 shares; 2024Q3: 972 shares; 2024Q4: 862 shares; 2025Q1: 841 shares; 2025Q2: 845 shares 845 $131K 0.03% +4 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; 2023Q3: 37 shares; 2023Q4: 73 shares; 2024Q1: 18 shares; 2024Q2: 1,190 shares; 2024Q3: 1,180 shares; 2024Q4: 1,189 shares; 2025Q1: 1,201 shares; 2025Q2: 1,596 shares 1,596 $129K 0.03% +395 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 5,019 shares; 2023Q4: 4,421 shares; 2024Q1: 4,386 shares; 2024Q2: 953 shares; 2024Q3: 771 shares; 2024Q4: 174 shares; 2025Q1: 267 shares; 2025Q2: 302 shares 302 $129K 0.03% +35 Timeline IGPT INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 1,040 shares; 2024Q3: 1,040 shares; 2024Q4: 2,563 shares; 2025Q1: 2,563 shares; 2025Q2: 2,563 shares 2,563 $129K 0.03% 0 Timeline FTRB FEDERATED HERMES ETF TRUST More: the full row for FEDERATED HERMES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,889 shares 4,889 $123K 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; 2023Q3: 414 shares; 2023Q4: 414 shares; 2024Q1: 830 shares; 2024Q2: 831 shares; 2024Q3: 832 shares; 2024Q4: 833 shares; 2025Q1: 835 shares; 2025Q2: 836 shares 836 $121K 0.03% +1 Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 43 shares; 2023Q4: 367 shares; 2024Q1: 824 shares; 2024Q2: 615 shares; 2024Q3: 672 shares; 2024Q4: 693 shares; 2025Q1: 991 shares; 2025Q2: 1,248 shares 1,248 $117K 0.03% +257 Timeline VMBS VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 44,945 shares; 2023Q4: 34,695 shares; 2024Q1: 35,383 shares; 2024Q2: 36,485 shares; 2024Q3: 38,635 shares; 2024Q4: 28,072 shares; 2025Q1: 26,682 shares; 2025Q2: 2,515 shares 2,515 $116K 0.03% -24,167 Timeline SPYI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,136 shares; 2025Q2: 2,136 shares 2,136 $110K 0.03% 0 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; 2023Q3: not reported; 2023Q4: 214 shares; 2024Q1: 5 shares; 2024Q2: 6 shares; 2024Q3: not reported; 2024Q4: 83 shares; 2025Q1: 1,911 shares; 2025Q2: 1,911 shares 1,911 $107K 0.03% 0 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 660 shares; 2023Q4: 660 shares; 2024Q1: 660 shares; 2024Q2: 700 shares; 2024Q3: 660 shares; 2024Q4: 660 shares; 2025Q1: 662 shares; 2025Q2: 664 shares 664 $107K 0.03% +2 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 534 shares; 2025Q1: 534 shares; 2025Q2: 534 shares 534 $102K 0.03% 0 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 421 shares; 2023Q4: 521 shares; 2024Q1: 443 shares; 2024Q2: 589 shares; 2024Q3: 478 shares; 2024Q4: 464 shares; 2025Q1: 665 shares; 2025Q2: 509 shares 509 $102K 0.03% -156 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; 2023Q3: 83 shares; 2023Q4: 83 shares; 2024Q1: 157 shares; 2024Q2: 163 shares; 2024Q3: 161 shares; 2024Q4: 161 shares; 2025Q1: 161 shares; 2025Q2: 162 shares 162 $101K 0.03% +1 Timeline RBIL RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,010 shares 2,010 $101K 0.03% new Timeline SHV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 111,968 shares; 2023Q4: 104,213 shares; 2024Q1: 3,828 shares; 2024Q2: 1,345 shares; 2024Q3: 1,361 shares; 2024Q4: 1,375 shares; 2025Q1: 1,388 shares; 2025Q2: 914 shares 914 $101K 0.03% -474 Timeline DTD WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: 263 shares; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,191 shares 1,191 $96.8K 0.02% new 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; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 366 shares; 2025Q1: 366 shares; 2025Q2: 485 shares 485 $90.7K 0.02% +119 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: 15 shares; 2024Q1: 154 shares; 2024Q2: 172 shares; 2024Q3: 172 shares; 2024Q4: 172 shares; 2025Q1: 370 shares; 2025Q2: 505 shares 505 $87.2K 0.02% +135 Timeline MINO PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,947 shares; 2025Q2: 1,966 shares 1,966 $86.4K 0.02% +19 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; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2 shares; 2025Q2: 399 shares 399 $83.1K 0.02% +397 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; 2023Q3: 24 shares; 2023Q4: 36 shares; 2024Q1: 36 shares; 2024Q2: 48 shares; 2024Q3: 72 shares; 2024Q4: 73 shares; 2025Q1: 86 shares; 2025Q2: 257 shares 257 $80.5K 0.02% +171 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 519 shares; 2023Q4: 519 shares; 2024Q1: 519 shares; 2024Q2: 519 shares; 2024Q3: 519 shares; 2024Q4: 544 shares; 2025Q1: 544 shares; 2025Q2: 544 shares 544 $78.5K 0.02% 0 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 943 shares 943 $77.8K 0.02% new Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 191 shares; 2023Q4: 148 shares; 2024Q1: 145 shares; 2024Q2: 173 shares; 2024Q3: 193 shares; 2024Q4: 185 shares; 2025Q1: 192 shares; 2025Q2: 250 shares 250 $76.2K 0.02% +58 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; 2023Q3: 133 shares; 2023Q4: 133 shares; 2024Q1: 133 shares; 2024Q2: 133 shares; 2024Q3: 133 shares; 2024Q4: 133 shares; 2025Q1: 133 shares; 2025Q2: 133 shares 133 $76K 0.02% 0 Timeline IOO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 642 shares; 2023Q4: 646 shares; 2024Q1: 646 shares; 2024Q2: 650 shares; 2024Q3: 650 shares; 2024Q4: 653 shares; 2025Q1: 653 shares; 2025Q2: 657 shares 657 $74.7K 0.02% +4 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 25 shares; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 125 shares; 2025Q2: 125 shares 125 $72.6K 0.02% 0 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: 4 shares; 2024Q1: 49 shares; 2024Q2: 160 shares; 2024Q3: 49 shares; 2024Q4: 98 shares; 2025Q1: 398 shares; 2025Q2: 398 shares 398 $66.5K 0.02% 0 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 228 shares 228 $64.9K 0.02% new Timeline OXFORD LANE CAP CORP 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; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 19,336 shares 19,336 $64.2K 0.02% new NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 227 shares; 2023Q4: 227 shares; 2024Q1: 227 shares; 2024Q2: 227 shares; 2024Q3: 227 shares; 2024Q4: 227 shares; 2025Q1: 227 shares; 2025Q2: 227 shares 227 $63.9K 0.02% 0 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 219 shares; 2023Q4: 221 shares; 2024Q1: 221 shares; 2024Q2: 222 shares; 2024Q3: 224 shares; 2024Q4: 225 shares; 2025Q1: 226 shares; 2025Q2: 391 shares 391 $62.9K 0.02% +165 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 600 shares; 2023Q4: 54,352 shares; 2024Q1: 2,681 shares; 2024Q2: 1,289 shares; 2024Q3: 1,022 shares; 2024Q4: 1,028 shares; 2025Q1: 1,033 shares; 2025Q2: 1,038 shares 1,038 $59.9K 0.02% +5 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; 2023Q3: 61 shares; 2023Q4: 61 shares; 2024Q1: 61 shares; 2024Q2: 61 shares; 2024Q3: 61 shares; 2024Q4: 31 shares; 2025Q1: 31 shares; 2025Q2: 160 shares 160 $58.2K 0.01% +129 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 250 shares; 2023Q4: 262 shares; 2024Q1: 250 shares; 2024Q2: 359 shares; 2024Q3: 266 shares; 2024Q4: 266 shares; 2025Q1: 266 shares; 2025Q2: 266 shares 266 $57.6K 0.01% 0 Timeline VONG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 490 shares 490 $56.2K 0.01% new Timeline CEF 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; 2023Q3: 3,650 shares; 2023Q4: 3,650 shares; 2024Q1: 3,650 shares; 2024Q2: 3,650 shares; 2024Q3: 3,650 shares; 2024Q4: 1,725 shares; 2025Q1: 1,725 shares; 2025Q2: 1,725 shares 1,725 $54.3K 0.01% 0 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 72 shares; 2023Q4: 78 shares; 2024Q1: 71 shares; 2024Q2: 150 shares; 2024Q3: 119 shares; 2024Q4: 131 shares; 2025Q1: 132 shares; 2025Q2: 133 shares 133 $51.6K 0.01% +1 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; 2023Q3: 461 shares; 2023Q4: 1,586 shares; 2024Q1: 1,604 shares; 2024Q2: 1,768 shares; 2024Q3: 1,784 shares; 2024Q4: 1,800 shares; 2025Q1: 2,515 shares; 2025Q2: 1,832 shares 1,832 $51.4K 0.01% -683 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 172 shares; 2023Q4: 173 shares; 2024Q1: 173 shares; 2024Q2: 173 shares; 2024Q3: 174 shares; 2024Q4: 174 shares; 2025Q1: 175 shares; 2025Q2: 175 shares 175 $51K 0.01% 0 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 561 shares; 2023Q4: 564 shares; 2024Q1: 569 shares; 2024Q2: 602 shares; 2024Q3: 573 shares; 2024Q4: 578 shares; 2025Q1: 583 shares; 2025Q2: 588 shares 588 $48.6K 0.01% +5 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 366 shares; 2023Q4: not reported; 2024Q1: 775 shares; 2024Q2: 1,003 shares; 2024Q3: 1,062 shares; 2024Q4: 1,068 shares; 2025Q1: 1,165 shares; 2025Q2: 2,041 shares 2,041 $46.7K 0.01% +876 Timeline FBRT FRANKLIN BSP RLTY TR INC More: the full row for FRANKLIN BSP RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 4,300 shares; 2023Q4: 4,300 shares; 2024Q1: 4,300 shares; 2024Q2: 4,300 shares; 2024Q3: 4,300 shares; 2024Q4: 4,300 shares; 2025Q1: 4,300 shares; 2025Q2: 4,300 shares 4,300 $46.7K 0.01% 0 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; 2023Q3: 10 shares; 2023Q4: 44 shares; 2024Q1: 42 shares; 2024Q2: 42 shares; 2024Q3: 42 shares; 2024Q4: 42 shares; 2025Q1: 45 shares; 2025Q2: 45 shares 45 $44.4K 0.01% 0 Timeline FSK FS KKR CAP CORP More: the full row for FS KKR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 2,207 shares; 2023Q4: 2,288 shares; 2024Q1: 2,377 shares; 2024Q2: 2,465 shares; 2024Q3: 2,465 shares; 2024Q4: 2,465 shares; 2025Q1: 2,465 shares; 2025Q2: 2,465 shares 2,465 $44.1K 0.01% 0 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 195 shares; 2023Q4: 195 shares; 2024Q1: 196 shares; 2024Q2: 196 shares; 2024Q3: 197 shares; 2024Q4: 198 shares; 2025Q1: 198 shares; 2025Q2: 199 shares 199 $43.8K 0.01% +1 Timeline STIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 421 shares 421 $43.3K 0.01% new Timeline COKE COCA COLA CONS INC More: the full row for COCA COLA CONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 37 shares; 2025Q2: 371 shares 371 $42.4K 0.01% +334 Timeline VVV VALVOLINE INC More: the full row for VALVOLINE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 1,098 shares; 2023Q4: 1,098 shares; 2024Q1: 1,098 shares; 2024Q2: 1,098 shares; 2024Q3: 1,098 shares; 2024Q4: 1,098 shares; 2025Q1: 1,098 shares; 2025Q2: 1,098 shares 1,098 $42.2K 0.01% 0 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; 2023Q3: 5 shares; 2023Q4: 5 shares; 2024Q1: 5 shares; 2024Q2: 99 shares; 2024Q3: 91 shares; 2024Q4: 91 shares; 2025Q1: 91 shares; 2025Q2: 92 shares 92 $40.5K 0.01% +1 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; 2023Q3: 27,326 shares; 2023Q4: 24,977 shares; 2024Q1: 24,286 shares; 2024Q2: 23,858 shares; 2024Q3: 24,923 shares; 2024Q4: 23,927 shares; 2025Q1: 868 shares; 2025Q2: 467 shares 467 $40.4K 0.01% -401 Timeline MSTR STRATEGY INC More: the full row for STRATEGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 10 shares; 2023Q4: 10 shares; 2024Q1: 10 shares; 2024Q2: 100 shares; 2024Q3: 100 shares; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 100 shares 100 $39.5K 0.01% 0 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 1,314 shares; 2023Q4: 1,337 shares; 2024Q1: 1,360 shares; 2024Q2: 1,380 shares; 2024Q3: 1,399 shares; 2024Q4: 1,414 shares; 2025Q1: 1,429 shares; 2025Q2: 1,445 shares 1,445 $39.3K 0.01% +16 Timeline JHS HANCOCK JOHN INCOME SECS TR More: the full row for HANCOCK JOHN INCOME SECS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 2,838 shares; 2023Q4: 2,838 shares; 2024Q1: 2,838 shares; 2024Q2: 2,838 shares; 2024Q3: 3,101 shares; 2024Q4: 3,101 shares; 2025Q1: 3,101 shares; 2025Q2: 3,101 shares 3,101 $35.5K 0.01% 0 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 1,433 shares; 2023Q4: 809 shares; 2024Q1: 395 shares; 2024Q2: 248 shares; 2024Q3: 86 shares; 2024Q4: 87 shares; 2025Q1: 131 shares; 2025Q2: 203 shares 203 $35.1K 0.01% +72 Timeline EZBC FRANKLIN TEMPLETON DIGITAL H More: the full row for FRANKLIN TEMPLETON DIGITAL H Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 365 shares; 2025Q1: 365 shares; 2025Q2: 519 shares 519 $35K 0.01% +154 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 100 shares; 2023Q4: 100 shares; 2024Q1: 100 shares; 2024Q2: 100 shares; 2024Q3: 100 shares; 2024Q4: 100 shares; 2025Q1: 113 shares; 2025Q2: 113 shares 113 $34.6K 0.01% 0 Timeline ICVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 165 shares; 2024Q2: 209 shares; 2024Q3: 221 shares; 2024Q4: 393 shares; 2025Q1: 432 shares; 2025Q2: 371 shares 371 $34K 0.01% -61 Timeline IMKTA INGLES MKTS INC More: the full row for INGLES MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 550 shares; 2023Q4: 550 shares; 2024Q1: 550 shares; 2024Q2: 550 shares; 2024Q3: 550 shares; 2024Q4: 550 shares; 2025Q1: 550 shares; 2025Q2: 550 shares 550 $33.7K 0.01% 0 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; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 209 shares; 2025Q2: 493 shares 493 $32.6K 0.01% +284 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 156 shares; 2024Q4: 157 shares; 2025Q1: 160 shares; 2025Q2: 158 shares 158 $31.9K 0.01% -2 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; 2023Q3: not reported; 2023Q4: 8 shares; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 44 shares 44 $30.5K 0.01% new Timeline HII HUNTINGTON INGALLS INDS INC More: the full row for HUNTINGTON INGALLS INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 9,331 shares; 2024Q3: 10,334 shares; 2024Q4: 8,134 shares; 2025Q1: 348 shares; 2025Q2: 110 shares 110 $29.2K 0.01% -238 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; 2023Q3: 4 shares; 2023Q4: 4 shares; 2024Q1: 13 shares; 2024Q2: 650 shares; 2024Q3: 650 shares; 2024Q4: 650 shares; 2025Q1: 650 shares; 2025Q2: 650 shares 650 $26.9K 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; 2023Q3: 2,542 shares; 2023Q4: 1,605 shares; 2024Q1: 1,023 shares; 2024Q2: 504 shares; 2024Q3: 451 shares; 2024Q4: 489 shares; 2025Q1: 497 shares; 2025Q2: 435 shares 435 $26.9K 0.01% -62 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; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 55 shares; 2024Q2: 55 shares; 2024Q3: 55 shares; 2024Q4: 55 shares; 2025Q1: 55 shares; 2025Q2: 55 shares 55 $25.9K 0.01% 0 Timeline PPL PPL CORP More: the full row for PPL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 707 shares 707 $25.7K 0.01% new Timeline ATO ATMOS ENERGY CORP More: the full row for ATMOS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 154 shares; 2023Q4: 154 shares; 2024Q1: 154 shares; 2024Q2: 154 shares; 2024Q3: 154 shares; 2024Q4: 154 shares; 2025Q1: 154 shares; 2025Q2: 154 shares 154 $25.3K 0.01% 0 Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 331 shares; 2023Q4: 332 shares; 2024Q1: 333 shares; 2024Q2: 334 shares; 2024Q3: 336 shares; 2024Q4: 337 shares; 2025Q1: 338 shares; 2025Q2: 339 shares 339 $23.9K 0.01% +1 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; 2023Q3: 76 shares; 2023Q4: 76 shares; 2024Q1: 76 shares; 2024Q2: 77 shares; 2024Q3: 77 shares; 2024Q4: 387 shares; 2025Q1: 388 shares; 2025Q2: 390 shares 390 $23.1K 0.01% +2 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 200 shares; 2023Q4: 200 shares; 2024Q1: 200 shares; 2024Q2: 200 shares; 2024Q3: 200 shares; 2024Q4: 200 shares; 2025Q1: 213 shares; 2025Q2: 213 shares 213 $22.5K 0.01% 0 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; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 215 shares; 2024Q2: 215 shares; 2024Q3: 215 shares; 2024Q4: 215 shares; 2025Q1: 215 shares; 2025Q2: 215 shares 215 $22.2K 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; 2023Q3: 402 shares; 2023Q4: 402 shares; 2024Q1: 403 shares; 2024Q2: 404 shares; 2024Q3: 406 shares; 2024Q4: 406 shares; 2025Q1: 408 shares; 2025Q2: 409 shares 409 $22K 0.01% +1 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: 80 shares; 2024Q1: 80 shares; 2024Q2: 81 shares; 2024Q3: 81 shares; 2024Q4: 81 shares; 2025Q1: 82 shares; 2025Q2: 82 shares 82 $21.8K 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; 2023Q3: 300 shares; 2023Q4: 300 shares; 2024Q1: 300 shares; 2024Q2: 300 shares; 2024Q3: 300 shares; 2024Q4: 300 shares; 2025Q1: 300 shares; 2025Q2: 300 shares 300 $21.5K 0.01% 0 Timeline FXL 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; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 135 shares 135 $21.3K 0.01% new Timeline ASH ASHLAND INC More: the full row for ASHLAND INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 400 shares; 2023Q4: 400 shares; 2024Q1: 400 shares; 2024Q2: 400 shares; 2024Q3: 400 shares; 2024Q4: 400 shares; 2025Q1: 400 shares; 2025Q2: 403 shares 403 $21K 0.01% +3 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; 2023Q3: 584 shares; 2023Q4: 595 shares; 2024Q1: 580 shares; 2024Q2: 590 shares; 2024Q3: 600 shares; 2024Q4: 611 shares; 2025Q1: 620 shares; 2025Q2: 631 shares 631 $20.2K 0.01% +11 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; 2023Q3: 112 shares; 2023Q4: 113 shares; 2024Q1: 114 shares; 2024Q2: 339 shares; 2024Q3: 116 shares; 2024Q4: 117 shares; 2025Q1: 509 shares; 2025Q2: 279 shares 279 $20.2K 0.01% -230 Timeline OBIL RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 393 shares 393 $19.7K 0.01% new Timeline RDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 306 shares 306 $19.6K 0.01% new Timeline PEO ADAM NAT RES FD INC More: the full row for ADAM NAT RES FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 52 shares; 2023Q4: 52 shares; 2024Q1: 52 shares; 2024Q2: 52 shares; 2024Q3: 865 shares; 2024Q4: 865 shares; 2025Q1: 865 shares; 2025Q2: 865 shares 865 $18K <0.01% 0 Timeline IEX IDEX CORP More: the full row for IDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 32 shares; 2024Q3: 67 shares; 2024Q4: 148 shares; 2025Q1: 148 shares; 2025Q2: 113 shares 113 $17.9K <0.01% -35 Timeline MFC MANULIFE FINL CORP More: the full row for MANULIFE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 551 shares; 2023Q4: 557 shares; 2024Q1: 563 shares; 2024Q2: 568 shares; 2024Q3: 573 shares; 2024Q4: 578 shares; 2025Q1: 583 shares; 2025Q2: 588 shares 588 $17.7K <0.01% +5 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; 2023Q3: 3 shares; 2023Q4: 3 shares; 2024Q1: 26 shares; 2024Q2: 26 shares; 2024Q3: 26 shares; 2024Q4: 23 shares; 2025Q1: 23 shares; 2025Q2: 23 shares 23 $17K <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; 2023Q3: 4 shares; 2023Q4: 4 shares; 2024Q1: 4 shares; 2024Q2: 4 shares; 2024Q3: 4 shares; 2024Q4: 4 shares; 2025Q1: 4 shares; 2025Q2: 4 shares 4 $16.1K <0.01% 0 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 9,051 shares; 2023Q4: 11,058 shares; 2024Q1: 14,157 shares; 2024Q2: 16,126 shares; 2024Q3: 1,499 shares; 2024Q4: 294 shares; 2025Q1: 259 shares; 2025Q2: 246 shares 246 $16.1K <0.01% -13 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; 2023Q3: not reported; 2023Q4: 10 shares; 2024Q1: 44 shares; 2024Q2: 104 shares; 2024Q3: 44 shares; 2024Q4: 44 shares; 2025Q1: 44 shares; 2025Q2: 44 shares 44 $15.7K <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; 2023Q3: 31 shares; 2023Q4: 31 shares; 2024Q1: 31 shares; 2024Q2: 31 shares; 2024Q3: 31 shares; 2024Q4: 31 shares; 2025Q1: 31 shares; 2025Q2: 31 shares 31 $15.4K <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; 2023Q3: 1,948 shares; 2023Q4: 2,151 shares; 2024Q1: 2,490 shares; 2024Q2: 5,820 shares; 2024Q3: 6,358 shares; 2024Q4: 6,279 shares; 2025Q1: 6,191 shares; 2025Q2: 52 shares 52 $15.1K <0.01% -6,139 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; 2023Q3: not reported; 2023Q4: 14 shares; 2024Q1: not reported; 2024Q2: 57 shares; 2024Q3: 99 shares; 2024Q4: 80 shares; 2025Q1: 81 shares; 2025Q2: 81 shares 81 $15.1K <0.01% 0 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; 2023Q3: 69 shares; 2023Q4: 69 shares; 2024Q1: 70 shares; 2024Q2: 111 shares; 2024Q3: 71 shares; 2024Q4: 72 shares; 2025Q1: 73 shares; 2025Q2: 146 shares 146 $15K <0.01% +73 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 72 shares 72 $14.9K <0.01% new 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; 2023Q3: 37 shares; 2023Q4: 16,265 shares; 2024Q1: 17,600 shares; 2024Q2: 20,365 shares; 2024Q3: 32,685 shares; 2024Q4: 160 shares; 2025Q1: 140 shares; 2025Q2: 264 shares 264 $14.7K <0.01% +124 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 43 shares; 2024Q2: 43 shares; 2024Q3: 43 shares; 2024Q4: 44 shares; 2025Q1: 44 shares; 2025Q2: 44 shares 44 $14.7K <0.01% 0 Timeline BGS B & G FOODS INC More: the full row for B & G FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,553 shares 3,553 $14.5K <0.01% new Timeline VCLT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 487 shares; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 191 shares 191 $14.4K <0.01% new 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; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 19 shares 19 $13.9K <0.01% new Timeline IQLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 328 shares 328 $13.9K <0.01% new Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 109 shares; 2023Q4: 110 shares; 2024Q1: 111 shares; 2024Q2: 112 shares; 2024Q3: 113 shares; 2024Q4: 114 shares; 2025Q1: 122 shares; 2025Q2: 116 shares 116 $13.8K <0.01% -6 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 46 shares; 2023Q4: 47 shares; 2024Q1: 47 shares; 2024Q2: 179 shares; 2024Q3: 181 shares; 2024Q4: 138 shares; 2025Q1: 224 shares; 2025Q2: 185 shares 185 $13.3K <0.01% -39 Timeline BLV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 242 shares; 2023Q4: 213 shares; 2024Q1: 200 shares; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 191 shares 191 $13.2K <0.01% new Timeline CDW CDW CORP More: the full row for CDW CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 2,609 shares; 2023Q4: 1,832 shares; 2024Q1: 1,544 shares; 2024Q2: 1,138 shares; 2024Q3: 1,141 shares; 2024Q4: 1,028 shares; 2025Q1: 401 shares; 2025Q2: 81 shares 81 $13.2K <0.01% -320 Timeline LNC LINCOLN NATL CORP IND More: the full row for LINCOLN NATL CORP IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 12 shares; 2023Q4: 12 shares; 2024Q1: 797 shares; 2024Q2: 342 shares; 2024Q3: 342 shares; 2024Q4: 342 shares; 2025Q1: 342 shares; 2025Q2: 342 shares 342 $13.1K <0.01% 0 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; 2023Q3: 17 shares; 2023Q4: 17 shares; 2024Q1: 17 shares; 2024Q2: 28 shares; 2024Q3: 40 shares; 2024Q4: 40 shares; 2025Q1: 40 shares; 2025Q2: 28 shares 28 $12.9K <0.01% -12 Timeline CFG CITIZENS FINL GROUP INC More: the full row for CITIZENS FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 241 shares; 2023Q4: 245 shares; 2024Q1: 248 shares; 2024Q2: 251 shares; 2024Q3: 254 shares; 2024Q4: 256 shares; 2025Q1: 259 shares; 2025Q2: 261 shares 261 $12.5K <0.01% +2 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 129 shares; 2023Q4: 130 shares; 2024Q1: 130 shares; 2024Q2: 131 shares; 2024Q3: 132 shares; 2024Q4: 114 shares; 2025Q1: 123 shares; 2025Q2: 115 shares 115 $12.1K <0.01% -8 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 27 shares; 2023Q4: 28 shares; 2024Q1: 28 shares; 2024Q2: 28 shares; 2024Q3: 28 shares; 2024Q4: 28 shares; 2025Q1: 38 shares; 2025Q2: 36 shares 36 $12K <0.01% -2 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; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 341 shares; 2025Q2: 341 shares 341 $11.9K <0.01% 0 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 100 shares; 2023Q4: 100 shares; 2024Q1: 100 shares; 2024Q2: 100 shares; 2024Q3: 100 shares; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 100 shares 100 $11.3K <0.01% 0 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; 2023Q3: 30 shares; 2023Q4: 30 shares; 2024Q1: 30 shares; 2024Q2: 30 shares; 2024Q3: 30 shares; 2024Q4: 30 shares; 2025Q1: 30 shares; 2025Q2: 30 shares 30 $11.3K <0.01% 0 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 79 shares; 2023Q4: 79 shares; 2024Q1: 79 shares; 2024Q2: 79 shares; 2024Q3: 79 shares; 2024Q4: 74 shares; 2025Q1: 74 shares; 2025Q2: 74 shares 74 $11.1K <0.01% 0 Timeline PHYL PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 339 shares; 2025Q1: 373 shares; 2025Q2: 302 shares 302 $10.7K <0.01% -71 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; 2023Q3: not reported; 2023Q4: 9 shares; 2024Q1: 35 shares; 2024Q2: 56 shares; 2024Q3: 35 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 47 shares 47 $10.4K <0.01% new Timeline ITIC INVESTORS TITLE CO NC More: the full row for INVESTORS TITLE CO NC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 46 shares; 2025Q1: 46 shares; 2025Q2: 46 shares 46 $10.2K <0.01% 0 Timeline STCE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 187 shares 187 $9.99K <0.01% new Timeline DFIV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 222 shares 222 $9.89K <0.01% new Timeline FXG 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; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 150 shares 150 $9.66K <0.01% new Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 79 shares; 2024Q3: 316 shares; 2024Q4: 317 shares; 2025Q1: 317 shares; 2025Q2: 317 shares 317 $9.64K <0.01% 0 Timeline IVT INVENTRUST PPTYS CORP More: the full row for INVENTRUST PPTYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 353 shares; 2023Q4: 353 shares; 2024Q1: 353 shares; 2024Q2: 353 shares; 2024Q3: 353 shares; 2024Q4: 353 shares; 2025Q1: 353 shares; 2025Q2: 353 shares 353 $9.53K <0.01% 0 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 86 shares; 2023Q4: 87 shares; 2024Q1: 87 shares; 2024Q2: 256 shares; 2024Q3: 202 shares; 2024Q4: 203 shares; 2025Q1: 205 shares; 2025Q2: 207 shares 207 $9.39K <0.01% +2 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 62 shares; 2023Q4: 62 shares; 2024Q1: 62 shares; 2024Q2: 62 shares; 2024Q3: 62 shares; 2024Q4: 62 shares; 2025Q1: 62 shares; 2025Q2: 62 shares 62 $9.28K <0.01% 0 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 62 shares; 2023Q4: 62 shares; 2024Q1: 55 shares; 2024Q2: 55 shares; 2024Q3: 55 shares; 2024Q4: 55 shares; 2025Q1: 55 shares; 2025Q2: 55 shares 55 $9.24K <0.01% 0 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 70 shares; 2024Q3: 121 shares; 2024Q4: 99 shares; 2025Q1: 139 shares; 2025Q2: 88 shares 88 $9.13K <0.01% -51 Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: 51 shares; 2024Q1: 51 shares; 2024Q2: 52 shares; 2024Q3: 52 shares; 2024Q4: 53 shares; 2025Q1: 53 shares; 2025Q2: 53 shares 53 $9.08K <0.01% 0 Timeline INOD INNODATA INC More: the full row for INNODATA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: 200 shares; 2024Q1: 200 shares; 2024Q2: 200 shares; 2024Q3: 200 shares; 2024Q4: 200 shares; 2025Q1: 200 shares; 2025Q2: 200 shares 200 $8.71K <0.01% 0 Timeline EUFN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 253 shares; 2025Q2: 253 shares 253 $8.53K <0.01% 0 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: 16 shares; 2024Q1: 42 shares; 2024Q2: 42 shares; 2024Q3: 42 shares; 2024Q4: 42 shares; 2025Q1: 45 shares; 2025Q2: 42 shares 42 $8.48K <0.01% -3 Timeline EMN EASTMAN CHEM CO More: the full row for EASTMAN CHEM CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 136 shares; 2023Q4: 136 shares; 2024Q1: 136 shares; 2024Q2: 136 shares; 2024Q3: 136 shares; 2024Q4: 136 shares; 2025Q1: 136 shares; 2025Q2: 136 shares 136 $8.38K <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; 2023Q3: 6 shares; 2023Q4: 6 shares; 2024Q1: 6 shares; 2024Q2: 6 shares; 2024Q3: 6 shares; 2024Q4: 6 shares; 2025Q1: 6 shares; 2025Q2: 6 shares 6 $8.34K <0.01% 0 Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 46 shares; 2023Q4: 47 shares; 2024Q1: 47 shares; 2024Q2: 47 shares; 2024Q3: 47 shares; 2024Q4: 47 shares; 2025Q1: 47 shares; 2025Q2: 47 shares 47 $8.22K <0.01% 0 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 1 shares; 2023Q4: 26 shares; 2024Q1: 1 shares; 2024Q2: 1 shares; 2024Q3: 1 shares; 2024Q4: not reported; 2025Q1: 60 shares; 2025Q2: 60 shares 60 $8.13K <0.01% 0 Timeline VMRK VIVMARK RESIDENTIAL More: the full row for VIVMARK RESIDENTIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: 119 shares; 2024Q1: 120 shares; 2024Q2: 121 shares; 2024Q3: 123 shares; 2024Q4: 124 shares; 2025Q1: 125 shares; 2025Q2: 126 shares 126 $7.99K <0.01% +1 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 40 shares; 2023Q4: 40 shares; 2024Q1: 40 shares; 2024Q2: 40 shares; 2024Q3: 40 shares; 2024Q4: 40 shares; 2025Q1: 53 shares; 2025Q2: 53 shares 53 $7.84K <0.01% 0 Timeline FQAL FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 108 shares; 2025Q2: 108 shares 108 $7.76K <0.01% 0 Timeline CCI CROWN CASTLE INC More: the full row for CROWN CASTLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: 66 shares; 2024Q1: 67 shares; 2024Q2: 244 shares; 2024Q3: 69 shares; 2024Q4: 70 shares; 2025Q1: 71 shares; 2025Q2: 72 shares 72 $7.53K <0.01% +1 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 30 shares; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 40 shares; 2024Q3: 52 shares; 2024Q4: 52 shares; 2025Q1: 53 shares; 2025Q2: 53 shares 53 $7.47K <0.01% 0 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 218 shares; 2023Q4: 219 shares; 2024Q1: 219 shares; 2024Q2: 323 shares; 2024Q3: 325 shares; 2024Q4: 350 shares; 2025Q1: 350 shares; 2025Q2: 350 shares 350 $6.99K <0.01% 0 Timeline KEY KEYCORP More: the full row for KEYCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 376 shares; 2025Q1: 381 shares; 2025Q2: 386 shares 386 $6.79K <0.01% +5 Timeline TXT TEXTRON INC More: the full row for TEXTRON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 84 shares; 2024Q4: 88 shares; 2025Q1: 88 shares; 2025Q2: 88 shares 88 $6.78K <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; 2023Q3: 64 shares; 2023Q4: 66 shares; 2024Q1: 66 shares; 2024Q2: 67 shares; 2024Q3: 67 shares; 2024Q4: 69 shares; 2025Q1: 69 shares; 2025Q2: 69 shares 69 $6.75K <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; 2023Q3: 17 shares; 2023Q4: 20 shares; 2024Q1: 17 shares; 2024Q2: 17 shares; 2024Q3: 17 shares; 2024Q4: 17 shares; 2025Q1: 17 shares; 2025Q2: 17 shares 17 $6.23K <0.01% 0 Timeline ALNY ALNYLAM PHARMACEUTICALS INC More: the full row for ALNYLAM PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 14 shares; 2023Q4: 14 shares; 2024Q1: 14 shares; 2024Q2: 14 shares; 2024Q3: 14 shares; 2024Q4: 14 shares; 2025Q1: 14 shares; 2025Q2: 14 shares 14 $6.15K <0.01% 0 Timeline FRPT FRESHPET INC More: the full row for FRESHPET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 93 shares; 2023Q4: 93 shares; 2024Q1: 93 shares; 2024Q2: 93 shares; 2024Q3: 93 shares; 2024Q4: 93 shares; 2025Q1: 93 shares; 2025Q2: 93 shares 93 $5.83K <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; 2023Q3: 25 shares; 2023Q4: 25 shares; 2024Q1: 25 shares; 2024Q2: 25 shares; 2024Q3: 25 shares; 2024Q4: 25 shares; 2025Q1: 25 shares; 2025Q2: 25 shares 25 $5.73K <0.01% 0 Timeline KD KYNDRYL HLDGS INC More: the full row for KYNDRYL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 184 shares; 2023Q4: 184 shares; 2024Q1: 184 shares; 2024Q2: 184 shares; 2024Q3: 184 shares; 2024Q4: 184 shares; 2025Q1: 184 shares; 2025Q2: 184 shares 184 $5.65K <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; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 245 shares; 2024Q3: 38 shares; 2024Q4: 38 shares; 2025Q1: 72 shares; 2025Q2: 72 shares 72 $5.34K <0.01% 0 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 65 shares; 2024Q2: 55 shares; 2024Q3: 56 shares; 2024Q4: 56 shares; 2025Q1: 56 shares; 2025Q2: 57 shares 57 $5.3K <0.01% +1 Timeline PKST PEAKSTONE REALTY TRUST More: the full row for PEAKSTONE REALTY TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 533 shares; 2023Q4: 533 shares; 2024Q1: 533 shares; 2024Q2: 533 shares; 2024Q3: 431 shares; 2024Q4: 431 shares; 2025Q1: 431 shares; 2025Q2: 431 shares 431 $5.21K <0.01% 0 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 52 shares; 2025Q2: 62 shares 62 $5.21K <0.01% +10 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; 2023Q3: 20 shares; 2023Q4: 20 shares; 2024Q1: 20 shares; 2024Q2: 20 shares; 2024Q3: 20 shares; 2024Q4: 20 shares; 2025Q1: 20 shares; 2025Q2: 20 shares 20 $5.2K <0.01% 0 Timeline FSMD FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 124 shares; 2025Q2: 124 shares 124 $5.19K <0.01% 0 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 230 shares; 2023Q4: 231 shares; 2024Q1: 232 shares; 2024Q2: 233 shares; 2024Q3: 233 shares; 2024Q4: 71 shares; 2025Q1: 71 shares; 2025Q2: 71 shares 71 $5.07K <0.01% 0 Timeline TARA PROTARA THERAPEUTICS INC More: the full row for PROTARA THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 1,572 shares; 2024Q4: 1,572 shares; 2025Q1: 1,572 shares; 2025Q2: 1,572 shares 1,572 $4.92K <0.01% 0 Timeline SCI SERVICE CORP INTL More: the full row for SERVICE CORP INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 61 shares; 2023Q4: 61 shares; 2024Q1: 61 shares; 2024Q2: 61 shares; 2024Q3: 61 shares; 2024Q4: 61 shares; 2025Q1: 61 shares; 2025Q2: 61 shares 61 $4.91K <0.01% 0 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 200 shares; 2024Q3: 134 shares; 2024Q4: 134 shares; 2025Q1: 152 shares; 2025Q2: 135 shares 135 $4.79K <0.01% -17 Timeline LOB LIVE OAK BANCSHARES INC More: the full row for LIVE OAK BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 153 shares; 2023Q4: 153 shares; 2024Q1: 153 shares; 2024Q2: 153 shares; 2024Q3: 153 shares; 2024Q4: 153 shares; 2025Q1: 153 shares; 2025Q2: 153 shares 153 $4.77K <0.01% 0 Timeline WBD WARNER BROS DISCOVERY INC More: the full row for WARNER BROS DISCOVERY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 70 shares; 2023Q4: 342 shares; 2024Q1: 342 shares; 2024Q2: 342 shares; 2024Q3: 342 shares; 2024Q4: 342 shares; 2025Q1: 486 shares; 2025Q2: 430 shares 430 $4.69K <0.01% -56 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; 2023Q3: not reported; 2023Q4: 27 shares; 2024Q1: not reported; 2024Q2: 52 shares; 2024Q3: 35 shares; 2024Q4: 35 shares; 2025Q1: 35 shares; 2025Q2: 35 shares 35 $4.66K <0.01% 0 Timeline PSEC PROSPECT CAP CORP More: the full row for PROSPECT CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 1,480 shares; 2023Q4: 1,480 shares; 2024Q1: 1,480 shares; 2024Q2: 1,480 shares; 2024Q3: 1,480 shares; 2024Q4: 1,480 shares; 2025Q1: 1,480 shares; 2025Q2: 1,524 shares 1,524 $4.34K <0.01% +44 Timeline AKAM AKAMAI TECHNOLOGIES INC More: the full row for AKAMAI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 61 shares; 2023Q4: 61 shares; 2024Q1: 61 shares; 2024Q2: 61 shares; 2024Q3: 61 shares; 2024Q4: 61 shares; 2025Q1: 61 shares; 2025Q2: 61 shares 61 $4.3K <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; 2023Q3: 85 shares; 2023Q4: 87 shares; 2024Q1: 88 shares; 2024Q2: 89 shares; 2024Q3: 90 shares; 2024Q4: 91 shares; 2025Q1: 110 shares; 2025Q2: 93 shares 93 $4.28K <0.01% -17 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; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 54 shares; 2024Q3: 76 shares; 2024Q4: 76 shares; 2025Q1: 76 shares; 2025Q2: 36 shares 36 $4.17K <0.01% -40 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 219 shares; 2024Q3: 38 shares; 2024Q4: 38 shares; 2025Q1: 38 shares; 2025Q2: 38 shares 38 $4.05K <0.01% 0 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 65 shares; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 14 shares; 2025Q2: 14 shares 14 $3.81K <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; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8 shares; 2025Q2: 8 shares 8 $3.79K <0.01% 0 Timeline JBHT HUNT J B TRANS SVCS INC More: the full row for HUNT J B TRANS SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 39 shares; 2024Q3: 39 shares; 2024Q4: 26 shares; 2025Q1: 26 shares; 2025Q2: 26 shares 26 $3.68K <0.01% 0 Timeline PNW PINNACLE WEST CAP CORP More: the full row for PINNACLE WEST CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 36 shares; 2023Q4: 37 shares; 2024Q1: 37 shares; 2024Q2: 38 shares; 2024Q3: 38 shares; 2024Q4: 38 shares; 2025Q1: 39 shares; 2025Q2: 39 shares 39 $3.66K <0.01% 0 Timeline XAWFX ALLIANCEBERNSTEIN GLOBAL HIG More: the full row for ALLIANCEBERNSTEIN GLOBAL HIG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 317 shares; 2025Q2: 323 shares 323 $3.62K <0.01% +6 Timeline EWJ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 46 shares; 2025Q2: 46 shares 46 $3.58K <0.01% 0 Timeline YUMC YUM CHINA HLDGS INC More: the full row for YUM CHINA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 80 shares; 2023Q4: 80 shares; 2024Q1: 80 shares; 2024Q2: 80 shares; 2024Q3: 80 shares; 2024Q4: 80 shares; 2025Q1: 80 shares; 2025Q2: 80 shares 80 $3.56K <0.01% 0 Timeline FDLO FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 55 shares; 2025Q2: 55 shares 55 $3.49K <0.01% 0 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13 shares; 2025Q2: 13 shares 13 $3.36K <0.01% 0 Timeline QRVO QORVO INC More: the full row for QORVO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 4 shares; 2023Q4: 4 shares; 2024Q1: 4 shares; 2024Q2: 55 shares; 2024Q3: 38 shares; 2024Q4: 38 shares; 2025Q1: 38 shares; 2025Q2: 38 shares 38 $3.35K <0.01% 0 Timeline IONS IONIS PHARMACEUTICALS INC More: the full row for IONIS PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 82 shares; 2023Q4: 82 shares; 2024Q1: 79 shares; 2024Q2: 79 shares; 2024Q3: 79 shares; 2024Q4: 79 shares; 2025Q1: 79 shares; 2025Q2: 79 shares 79 $3.29K <0.01% 0 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13 shares; 2025Q2: 13 shares 13 $3.26K <0.01% 0 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 37 shares; 2025Q2: 27 shares 27 $3.25K <0.01% -10 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 22 shares; 2025Q2: 22 shares 22 $3.15K <0.01% 0 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: 11 shares; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13 shares; 2025Q2: 13 shares 13 $3.14K <0.01% 0 Timeline CNP CENTERPOINT ENERGY INC More: the full row for CENTERPOINT ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 31 shares; 2023Q4: 31 shares; 2024Q1: 1 shares; 2024Q2: 78 shares; 2024Q3: 79 shares; 2024Q4: 79 shares; 2025Q1: 79 shares; 2025Q2: 79 shares 79 $3.09K <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; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 67 shares; 2024Q2: 11 shares; 2024Q3: 11 shares; 2024Q4: 11 shares; 2025Q1: 11 shares; 2025Q2: 11 shares 11 $3.08K <0.01% 0 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 222 shares; 2023Q4: 29,917 shares; 2024Q1: 31,802 shares; 2024Q2: 35,534 shares; 2024Q3: 37,070 shares; 2024Q4: 4,003 shares; 2025Q1: 121 shares; 2025Q2: 35 shares 35 $3.07K <0.01% -86 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 28 shares; 2023Q4: 29 shares; 2024Q1: 29 shares; 2024Q2: 30 shares; 2024Q3: 30 shares; 2024Q4: 30 shares; 2025Q1: 620 shares; 2025Q2: 31 shares 31 $3.06K <0.01% -589 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 17 shares; 2025Q2: 11 shares 11 $2.98K <0.01% -6 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; 2023Q3: 43 shares; 2023Q4: 43 shares; 2024Q1: 43 shares; 2024Q2: 43 shares; 2024Q3: 43 shares; 2024Q4: 43 shares; 2025Q1: 43 shares; 2025Q2: 43 shares 43 $2.91K <0.01% 0 Timeline BWA BORGWARNER INC More: the full row for BORGWARNER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 74 shares; 2024Q3: 74 shares; 2024Q4: 74 shares; 2025Q1: 75 shares; 2025Q2: 75 shares 75 $2.89K <0.01% 0 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; 2023Q3: not reported; 2023Q4: 25 shares; 2024Q1: 26 shares; 2024Q2: 47 shares; 2024Q3: 48 shares; 2024Q4: 49 shares; 2025Q1: 51 shares; 2025Q2: 52 shares 52 $2.89K <0.01% +1 Timeline EWU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 71 shares; 2025Q2: 71 shares 71 $2.88K <0.01% 0 Timeline CCL CARNIVAL CORP More: the full row for CARNIVAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 100 shares; 2023Q4: 100 shares; 2024Q1: 100 shares; 2024Q2: 100 shares; 2024Q3: 100 shares; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 100 shares 100 $2.84K <0.01% 0 Timeline VGK 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; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 36 shares; 2025Q2: 36 shares 36 $2.79K <0.01% 0 Timeline IVLU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 78 shares; 2025Q2: 78 shares 78 $2.67K <0.01% 0 Timeline CRF CORNERSTONE TOTAL RETURN FD More: the full row for CORNERSTONE TOTAL RETURN FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 300 shares; 2025Q1: 317 shares; 2025Q2: 335 shares 335 $2.64K <0.01% +18 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; 2023Q3: 71 shares; 2023Q4: 71 shares; 2024Q1: 72 shares; 2024Q2: 72 shares; 2024Q3: 72 shares; 2024Q4: 2 shares; 2025Q1: 20 shares; 2025Q2: 20 shares 20 $2.64K <0.01% 0 Timeline FEZ SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 44 shares; 2025Q2: 44 shares 44 $2.62K <0.01% 0 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 5 shares; 2023Q4: 5 shares; 2024Q1: 5 shares; 2024Q2: 5 shares; 2024Q3: 5 shares; 2024Q4: 5 shares; 2025Q1: 12 shares; 2025Q2: 12 shares 12 $2.61K <0.01% 0 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; 2023Q3: not reported; 2023Q4: 2 shares; 2024Q1: 2 shares; 2024Q2: 2 shares; 2024Q3: 2 shares; 2024Q4: 2 shares; 2025Q1: 85 shares; 2025Q2: 9 shares 9 $2.57K <0.01% -76 Timeline CMA COMERICA INC More: the full row for COMERICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 36 shares; 2024Q3: 36 shares; 2024Q4: 37 shares; 2025Q1: 37 shares; 2025Q2: 38 shares 38 $2.52K <0.01% +1 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 8 shares; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9 shares; 2025Q2: 9 shares 9 $2.48K <0.01% 0 Timeline AES AES CORP More: the full row for AES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 186 shares; 2023Q4: 186 shares; 2024Q1: 186 shares; 2024Q2: 186 shares; 2024Q3: 186 shares; 2024Q4: 186 shares; 2025Q1: 186 shares; 2025Q2: 186 shares 186 $2.47K <0.01% 0 Timeline MKC MCCORMICK & CO INC More: the full row for MCCORMICK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 34 shares; 2023Q4: 34 shares; 2024Q1: 34 shares; 2024Q2: 34 shares; 2024Q3: 34 shares; 2024Q4: 34 shares; 2025Q1: 34 shares; 2025Q2: 34 shares 34 $2.39K <0.01% 0 Timeline FIVA FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 76 shares; 2025Q2: 76 shares 76 $2.3K <0.01% 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; 2023Q3: 8 shares; 2023Q4: 8 shares; 2024Q1: 8 shares; 2024Q2: 8 shares; 2024Q3: 8 shares; 2024Q4: 8 shares; 2025Q1: 8 shares; 2025Q2: 8 shares 8 $2.22K <0.01% 0 Timeline DRLL EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 77 shares; 2023Q4: 77 shares; 2024Q1: 78 shares; 2024Q2: 78 shares; 2024Q3: 79 shares; 2024Q4: 79 shares; 2025Q1: 80 shares; 2025Q2: 81 shares 81 $2.19K <0.01% +1 Timeline HANESBRANDS INC HANESBRANDS INC More: the full row for HANESBRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 460 shares; 2023Q4: 453 shares; 2024Q1: 451 shares; 2024Q2: 451 shares; 2024Q3: 451 shares; 2024Q4: 451 shares; 2025Q1: 451 shares; 2025Q2: 451 shares 451 $2.18K <0.01% 0 VTC VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 2,356 shares; 2023Q4: 15,211 shares; 2024Q1: 16,289 shares; 2024Q2: 17,542 shares; 2024Q3: 19,124 shares; 2024Q4: 103 shares; 2025Q1: 91 shares; 2025Q2: 27 shares 27 $2.1K <0.01% -64 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 17 shares; 2025Q2: 17 shares 17 $2.08K <0.01% 0 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13 shares; 2025Q2: 13 shares 13 $1.96K <0.01% 0 Timeline DOW DOW HLDGS INC More: the full row for DOW HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 81 shares; 2023Q4: 82 shares; 2024Q1: 83 shares; 2024Q2: 84 shares; 2024Q3: 85 shares; 2024Q4: 87 shares; 2025Q1: 88 shares; 2025Q2: 90 shares 90 $1.92K <0.01% +2 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2 shares; 2025Q2: 2 shares 2 $1.91K <0.01% 0 Timeline SPHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 25 shares; 2025Q2: 25 shares 25 $1.78K <0.01% 0 Timeline IBCP INDEPENDENT BK CORP MICH More: the full row for INDEPENDENT BK CORP MICH Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 58 shares; 2023Q4: 58 shares; 2024Q1: 58 shares; 2024Q2: 58 shares; 2024Q3: 58 shares; 2024Q4: 58 shares; 2025Q1: 58 shares; 2025Q2: 58 shares 58 $1.78K <0.01% 0 Timeline VTRS VIATRIS INC More: the full row for VIATRIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 179 shares; 2023Q4: 179 shares; 2024Q1: 175 shares; 2024Q2: 175 shares; 2024Q3: 175 shares; 2024Q4: 175 shares; 2025Q1: 175 shares; 2025Q2: 175 shares 175 $1.7K <0.01% 0 Timeline GSLC GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13 shares 13 $1.63K <0.01% new Timeline GNTX GENTEX CORP More: the full row for GENTEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 59 shares; 2023Q4: 59 shares; 2024Q1: 59 shares; 2024Q2: 59 shares; 2024Q3: 59 shares; 2024Q4: 59 shares; 2025Q1: 59 shares; 2025Q2: 59 shares 59 $1.57K <0.01% 0 Timeline NFLT ETFIS SER TR I More: the full row for ETFIS SER TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 68 shares; 2023Q4: 68 shares; 2024Q1: 68 shares; 2024Q2: 68 shares; 2024Q3: 68 shares; 2024Q4: 68 shares; 2025Q1: 68 shares; 2025Q2: 68 shares 68 $1.57K <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; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 213 shares; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 18 shares; 2025Q2: 18 shares 18 $1.54K <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; 2023Q3: not reported; 2023Q4: 5 shares; 2024Q1: 5 shares; 2024Q2: 5 shares; 2024Q3: 5 shares; 2024Q4: 5 shares; 2025Q1: 66 shares; 2025Q2: 5 shares 5 $1.51K <0.01% -61 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 27 shares; 2023Q4: 27 shares; 2024Q1: 27 shares; 2024Q2: 27 shares; 2024Q3: 27 shares; 2024Q4: 27 shares; 2025Q1: 27 shares; 2025Q2: 27 shares 27 $1.38K <0.01% 0 Timeline IXP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 12 shares; 2023Q4: 12 shares; 2024Q1: 12 shares; 2024Q2: 12 shares; 2024Q3: 12 shares; 2024Q4: 12 shares; 2025Q1: 12 shares; 2025Q2: 12 shares 12 $1.35K <0.01% 0 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 10 shares; 2023Q4: 10 shares; 2024Q1: 10 shares; 2024Q2: 10 shares; 2024Q3: 10 shares; 2024Q4: 10 shares; 2025Q1: 10 shares; 2025Q2: 10 shares 10 $1.32K <0.01% 0 Timeline FNDE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 35 shares; 2025Q2: 35 shares 35 $1.2K <0.01% 0 Timeline EL LAUDER ESTEE COS INC More: the full row for LAUDER ESTEE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 12 shares; 2023Q4: 12 shares; 2024Q1: 12 shares; 2024Q2: 12 shares; 2024Q3: 12 shares; 2024Q4: 12 shares; 2025Q1: 12 shares; 2025Q2: 13 shares 13 $1.14K <0.01% +1 Timeline OGN ORGANON & CO More: the full row for ORGANON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 125 shares; 2024Q2: not reported; 2024Q3: 117 shares; 2024Q4: 119 shares; 2025Q1: 121 shares; 2025Q2: 122 shares 122 $1.12K <0.01% +1 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; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3 shares; 2025Q2: 3 shares 3 $1.1K <0.01% 0 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 13 shares; 2023Q4: 14 shares; 2024Q1: 14 shares; 2024Q2: 14 shares; 2024Q3: 14 shares; 2024Q4: 14 shares; 2025Q1: 14 shares; 2025Q2: 14 shares 14 $1.04K <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; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9 shares; 2025Q2: 9 shares 9 $969 <0.01% 0 Timeline REZI RESIDEO TECHNOLOGIES INC More: the full row for RESIDEO TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 34 shares; 2023Q4: 34 shares; 2024Q1: 34 shares; 2024Q2: 34 shares; 2024Q3: 34 shares; 2024Q4: 34 shares; 2025Q1: 34 shares; 2025Q2: 34 shares 34 $928 <0.01% 0 Timeline RPG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 20 shares; 2023Q4: 20 shares; 2024Q1: 20 shares; 2024Q2: 20 shares; 2024Q3: 20 shares; 2024Q4: 20 shares; 2025Q1: 20 shares; 2025Q2: 20 shares 20 $919 <0.01% 0 Timeline FLG FLAGSTAR BANK NATIONAL ASSOC More: the full row for FLAGSTAR BANK NATIONAL ASSOC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 73 shares; 2024Q4: 73 shares; 2025Q1: 73 shares; 2025Q2: 73 shares 73 $847 <0.01% 0 Timeline SNAP SNAP INC More: the full row for SNAP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 113 shares; 2023Q4: 113 shares; 2024Q1: 113 shares; 2024Q2: 113 shares; 2024Q3: 113 shares; 2024Q4: 113 shares; 2025Q1: 113 shares; 2025Q2: 113 shares 113 $838 <0.01% 0 Timeline SWK STANLEY BLACK & DECKER INC More: the full row for STANLEY BLACK & DECKER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 11 shares; 2023Q4: 11 shares; 2024Q1: 11 shares; 2024Q2: 11 shares; 2024Q3: 11 shares; 2024Q4: 11 shares; 2025Q1: 11 shares; 2025Q2: 11 shares 11 $763 <0.01% 0 Timeline VSHY VIRTUS ETF TR II More: the full row for VIRTUS ETF TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 35 shares; 2023Q4: 35 shares; 2024Q1: 35 shares; 2024Q2: 35 shares; 2024Q3: 35 shares; 2024Q4: 35 shares; 2025Q1: 35 shares; 2025Q2: 35 shares 35 $760 <0.01% 0 Timeline ACURX PHARMACEUTICALS INC ACURX PHARMACEUTICALS INC More: the full row for ACURX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 5,879 shares; 2023Q4: 5,879 shares; 2024Q1: 5,879 shares; 2024Q2: 5,879 shares; 2024Q3: 5,879 shares; 2024Q4: 7,179 shares; 2025Q1: 5,640 shares; 2025Q2: 153 shares 153 $684 <0.01% -5,487 FELV FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 20 shares; 2025Q2: 20 shares 20 $642 <0.01% 0 Timeline HYLS 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; 2023Q3: 14 shares; 2023Q4: 14 shares; 2024Q1: 14 shares; 2024Q2: 14 shares; 2024Q3: 14 shares; 2024Q4: 14 shares; 2025Q1: 14 shares; 2025Q2: 14 shares 14 $600 <0.01% 0 Timeline ARCO ARCOS DORADOS HLDGS INC More: the full row for ARCOS DORADOS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 84 shares; 2023Q4: 84 shares; 2024Q1: 84 shares; 2024Q2: 84 shares; 2024Q3: 84 shares; 2024Q4: 84 shares; 2025Q1: 84 shares; 2025Q2: 84 shares 84 $576 <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; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 24 shares; 2024Q4: 24 shares; 2025Q1: 24 shares; 2025Q2: 24 shares 24 $521 <0.01% 0 Timeline CMP COMPASS MINERALS INTL INC More: the full row for COMPASS MINERALS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 35,800 shares; 2023Q4: 33,003 shares; 2024Q1: 49,425 shares; 2024Q2: 1,293 shares; 2024Q3: 473 shares; 2024Q4: 39 shares; 2025Q1: 25 shares; 2025Q2: 24 shares 24 $515 <0.01% -1 Timeline FWONK LIBERTY MEDIA CORP DEL More: the full row for LIBERTY MEDIA CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 5 shares; 2023Q4: 5 shares; 2024Q1: 5 shares; 2024Q2: 5 shares; 2024Q3: 5 shares; 2024Q4: 5 shares; 2025Q1: 5 shares; 2025Q2: 5 shares 5 $480 <0.01% 0 Timeline CC CHEMOURS CO More: the full row for CHEMOURS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 90 shares; 2023Q4: 91 shares; 2024Q1: 92 shares; 2024Q2: 93 shares; 2024Q3: 94 shares; 2024Q4: 38 shares; 2025Q1: 39 shares; 2025Q2: 39 shares 39 $477 <0.01% 0 Timeline BKLN INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 22 shares; 2023Q4: 22 shares; 2024Q1: 22 shares; 2024Q2: 22 shares; 2024Q3: 22 shares; 2024Q4: 22 shares; 2025Q1: 22 shares; 2025Q2: 22 shares 22 $455 <0.01% 0 Timeline LLYVK LIBERTY MEDIA CORP DEL More: the full row for LIBERTY MEDIA CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 5 shares; 2023Q4: 5 shares; 2024Q1: 5 shares; 2024Q2: 5 shares; 2024Q3: 5 shares; 2024Q4: 5 shares; 2025Q1: 5 shares; 2025Q2: 5 shares 5 $433 <0.01% 0 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 14 shares; 2023Q4: 14 shares; 2024Q1: 14 shares; 2024Q2: 14 shares; 2024Q3: 14 shares; 2024Q4: 14 shares; 2025Q1: 14 shares; 2025Q2: 14 shares 14 $427 <0.01% 0 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 7,272 shares; 2023Q4: 10,759 shares; 2024Q1: 60 shares; 2024Q2: 5 shares; 2024Q3: 5 shares; 2024Q4: 5 shares; 2025Q1: 5 shares; 2025Q2: 4 shares 4 $406 <0.01% -1 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; 2023Q3: 305 shares; 2023Q4: 311 shares; 2024Q1: 316 shares; 2024Q2: 321 shares; 2024Q3: 326 shares; 2024Q4: 21 shares; 2025Q1: 21 shares; 2025Q2: 22 shares 22 $399 <0.01% +1 Timeline KRE SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 6 shares; 2023Q4: 6 shares; 2024Q1: 6 shares; 2024Q2: 6 shares; 2024Q3: 6 shares; 2024Q4: 6 shares; 2025Q1: 6 shares; 2025Q2: 6 shares 6 $358 <0.01% 0 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 6,208 shares; 2023Q4: 3,554 shares; 2024Q1: 1,609 shares; 2024Q2: 144 shares; 2024Q3: 6 shares; 2024Q4: 6 shares; 2025Q1: 6 shares; 2025Q2: 6 shares 6 $354 <0.01% 0 Timeline TBF PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 14 shares; 2023Q4: 14 shares; 2024Q1: 14 shares; 2024Q2: 14 shares; 2024Q3: 14 shares; 2024Q4: 14 shares; 2025Q1: 14 shares; 2025Q2: 14 shares 14 $351 <0.01% 0 Timeline TKO TKO GROUP HOLDINGS INC More: the full row for TKO GROUP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 2 shares; 2023Q4: 2 shares; 2024Q1: 2 shares; 2024Q2: 2 shares; 2024Q3: 2 shares; 2024Q4: 2 shares; 2025Q1: 2 shares; 2025Q2: 2 shares 2 $348 <0.01% 0 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: 50 shares; 2024Q1: 51 shares; 2024Q2: 51 shares; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4 shares 4 $340 <0.01% new 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; 2023Q3: 89 shares; 2023Q4: 49 shares; 2024Q1: 6 shares; 2024Q2: 6 shares; 2024Q3: 6 shares; 2024Q4: 6 shares; 2025Q1: 6 shares; 2025Q2: 6 shares 6 $322 <0.01% 0 Timeline LBRDK LIBERTY BROADBAND CORP More: the full row for LIBERTY BROADBAND CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 5 shares; 2023Q4: 5 shares; 2024Q1: 5 shares; 2024Q2: 5 shares; 2024Q3: 5 shares; 2024Q4: 5 shares; 2025Q1: 5 shares; 2025Q2: 5 shares 5 $292 <0.01% 0 Timeline GTX GARRETT MOTION INC More: the full row for GARRETT MOTION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 20 shares; 2023Q4: 20 shares; 2024Q1: 20 shares; 2024Q2: 20 shares; 2024Q3: 20 shares; 2024Q4: 20 shares; 2025Q1: 20 shares; 2025Q2: 20 shares 20 $254 <0.01% 0 Timeline LIT GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 4 shares; 2023Q4: 4 shares; 2024Q1: 4 shares; 2024Q2: 4 shares; 2024Q3: 4 shares; 2024Q4: 4 shares; 2025Q1: 4 shares; 2025Q2: 4 shares 4 $176 <0.01% 0 Timeline FWONA LIBERTY MEDIA CORP DEL More: the full row for LIBERTY MEDIA CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 2 shares; 2023Q4: 2 shares; 2024Q1: 2 shares; 2024Q2: 2 shares; 2024Q3: 2 shares; 2024Q4: 2 shares; 2025Q1: 2 shares; 2025Q2: 2 shares 2 $172 <0.01% 0 Timeline LLYVA LIBERTY MEDIA CORP More: the full row for LIBERTY MEDIA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 2 shares; 2023Q4: 2 shares; 2024Q1: 2 shares; 2024Q2: 2 shares; 2024Q3: 2 shares; 2024Q4: 2 shares; 2025Q1: 2 shares; 2025Q2: 2 shares 2 $169 <0.01% 0 Timeline THQ ABRDN HEALTHCARE OPPORTUNITI More: the full row for ABRDN HEALTHCARE OPPORTUNITI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11 shares; 2025Q2: 11 shares 11 $168 <0.01% 0 Timeline WPP WPP PLC NEW More: the full row for WPP PLC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 2,931 shares; 2023Q4: 702 shares; 2024Q1: 48 shares; 2024Q2: 27 shares; 2024Q3: 28 shares; 2024Q4: 28 shares; 2025Q1: 28 shares; 2025Q2: 6 shares 6 $153 <0.01% -22 Timeline FNF FIDELITY NATL FINL INC More: the full row for FIDELITY NATL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 62 shares; 2023Q4: 62 shares; 2024Q1: 63 shares; 2024Q2: 63 shares; 2024Q3: 64 shares; 2024Q4: 3 shares; 2025Q1: 3 shares; 2025Q2: 3 shares 3 $150 <0.01% 0 Timeline VAC MARRIOTT VACATIONS WORLDWIDE More: the full row for MARRIOTT VACATIONS WORLDWIDE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 2 shares; 2023Q4: 2 shares; 2024Q1: 2 shares; 2024Q2: 2 shares; 2024Q3: 2 shares; 2024Q4: 2 shares; 2025Q1: 2 shares; 2025Q2: 2 shares 2 $142 <0.01% 0 Timeline OHI OMEGA HEALTHCARE INVS INC More: the full row for OMEGA HEALTHCARE INVS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 49 shares; 2023Q4: 50 shares; 2024Q1: 51 shares; 2024Q2: 52 shares; 2024Q3: 53 shares; 2024Q4: 3 shares; 2025Q1: 3 shares; 2025Q2: 3 shares 3 $129 <0.01% 0 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; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10 shares 10 $117 <0.01% new Timeline LBRDA LIBERTY BROADBAND CORP More: the full row for LIBERTY BROADBAND CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 2 shares; 2023Q4: 2 shares; 2024Q1: 2 shares; 2024Q2: 2 shares; 2024Q3: 2 shares; 2024Q4: 2 shares; 2025Q1: 2 shares; 2025Q2: 2 shares 2 $117 <0.01% 0 Timeline CIM CHIMERA INVT CORP More: the full row for CHIMERA INVT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 134 shares; 2024Q3: 137 shares; 2024Q4: 8 shares; 2025Q1: 8 shares; 2025Q2: 8 shares 8 $109 <0.01% 0 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 431 shares; 2023Q4: 29 shares; 2024Q1: 2 shares; 2024Q2: 2 shares; 2024Q3: 2 shares; 2024Q4: 2 shares; 2025Q1: 2 shares; 2025Q2: 2 shares 2 $106 <0.01% 0 Timeline SBRA SABRA HEALTH CARE REIT INC More: the full row for SABRA HEALTH CARE REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 56 shares; 2023Q4: 57 shares; 2024Q1: 58 shares; 2024Q2: 60 shares; 2024Q3: 61 shares; 2024Q4: 4 shares; 2025Q1: 4 shares; 2025Q2: 4 shares 4 $71 <0.01% 0 Timeline HRB BLOCK H & R INC More: the full row for BLOCK H & R INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 31 shares; 2023Q4: 31 shares; 2024Q1: 32 shares; 2024Q2: 32 shares; 2024Q3: 32 shares; 2024Q4: 1 shares; 2025Q1: 1 shares; 2025Q2: 1 shares 1 $70 <0.01% 0 Timeline DES WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2 shares; 2025Q2: 2 shares 2 $64 <0.01% 0 Timeline GNL GLOBAL NET LEASE INC More: the full row for GLOBAL NET LEASE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 141 shares; 2023Q4: 146 shares; 2024Q1: 152 shares; 2024Q2: 158 shares; 2024Q3: 163 shares; 2024Q4: 7 shares; 2025Q1: 7 shares; 2025Q2: 7 shares 7 $56 <0.01% 0 Timeline IFRA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 59 shares; 2023Q4: 1,602 shares; 2024Q1: 1,945 shares; 2024Q2: 2,289 shares; 2024Q3: 2,468 shares; 2024Q4: 2,887 shares; 2025Q1: 2 shares; 2025Q2: 1 shares 1 $51 <0.01% -1 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 1 shares; 2024Q3: 1 shares; 2024Q4: 1 shares; 2025Q1: 1 shares; 2025Q2: 1 shares 1 $50 <0.01% 0 Timeline NLY ANNALY CAPITAL MANAGEMENT IN More: the full row for ANNALY CAPITAL MANAGEMENT IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 44 shares; 2023Q4: 45 shares; 2024Q1: 47 shares; 2024Q2: 48 shares; 2024Q3: 50 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2 shares 2 $43 <0.01% new Timeline IXC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 117 shares; 2023Q4: 1,415 shares; 2024Q1: 2,306 shares; 2024Q2: 71 shares; 2024Q3: 1 shares; 2024Q4: 1 shares; 2025Q1: 1 shares; 2025Q2: 1 shares 1 $41 <0.01% 0 Timeline FE FIRSTENERGY CORP More: the full row for FIRSTENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 29 shares; 2023Q4: 29 shares; 2024Q1: 2 shares; 2024Q2: 2 shares; 2024Q3: 2 shares; 2024Q4: 2 shares; 2025Q1: 1 shares; 2025Q2: 1 shares 1 $33 <0.01% 0 Timeline UNITI GROUP INC UNITI GROUP INC More: the full row for UNITI GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 133 shares; 2023Q4: 136 shares; 2024Q1: 140 shares; 2024Q2: 147 shares; 2024Q3: 147 shares; 2024Q4: 8 shares; 2025Q1: 8 shares; 2025Q2: 5 shares 5 $32 <0.01% -3 EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 55 shares; 2023Q4: 1,442 shares; 2024Q1: 4,216 shares; 2024Q2: 4,920 shares; 2024Q3: 6,752 shares; 2024Q4: 8,671 shares; 2025Q1: 7,752 shares; 2025Q2: 0 shares 0 $27 <0.01% -7,752 Amount filed as zero, left out of ratios. Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 68 shares; 2023Q4: 1,378 shares; 2024Q1: 1 shares; 2024Q2: 0 shares; 2024Q3: 0 shares; 2024Q4: 0 shares; 2025Q1: 0 shares; 2025Q2: 0 shares 0 $26 <0.01% 0 Amount filed as zero, left out of ratios. Timeline EMHY ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 3,893 shares; 2023Q4: 91 shares; 2024Q1: 1 shares; 2024Q2: 1 shares; 2024Q3: 1 shares; 2024Q4: 1 shares; 2025Q1: 1 shares; 2025Q2: 1 shares 1 $22 <0.01% 0 Timeline CGC CANOPY GROWTH CORPORATION More: the full row for CANOPY GROWTH CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: 13 shares; 2024Q1: 13 shares; 2024Q2: 13 shares; 2024Q3: 13 shares; 2024Q4: 13 shares; 2025Q1: 13 shares; 2025Q2: 13 shares 13 $17 <0.01% 0 Timeline NIO NIO INC More: the full row for NIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3 shares 3 $15 <0.01% new Timeline FALN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 3,584 shares; 2023Q4: 89 shares; 2024Q1: 1 shares; 2024Q2: 1 shares; 2024Q3: 0 shares; 2024Q4: 0 shares; 2025Q1: 0 shares; 2025Q2: 0 shares 0 $13 <0.01% 0 Amount filed as zero, left out of ratios. Timeline PAGP PLAINS GP HLDGS L P More: the full row for PLAINS GP HLDGS L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 83 shares; 2023Q4: 32 shares; 2024Q1: 1 shares; 2024Q2: 1 shares; 2024Q3: 1 shares; 2024Q4: 1 shares; 2025Q1: 1 shares; 2025Q2: 1 shares 1 $13 <0.01% 0 Timeline HEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 6,161 shares; 2024Q2: 4,290 shares; 2024Q3: 1 shares; 2024Q4: 1 shares; 2025Q1: 4,289 shares; 2025Q2: 0 shares 0 $12 <0.01% -4,289 Amount filed as zero, left out of ratios. Timeline ASTI ASCENT SOLAR TECHNOLOGIES IN More: the full row for ASCENT SOLAR TECHNOLOGIES IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 1 shares; 2024Q4: 1 shares; 2025Q1: 1 shares; 2025Q2: 1 shares 1 $3 <0.01% 0 Timeline TOON KARTOON STUDIOS INC. More: the full row for KARTOON STUDIOS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4 shares 4 $3 <0.01% new Timeline ETHZILLA CORPORATION ETHZILLA CORPORATION More: the full row for ETHZILLA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 1 shares; 2024Q2: 1 shares; 2024Q3: 1 shares; 2024Q4: 1 shares; 2025Q1: 1 shares; 2025Q2: 1 shares 1 $3 <0.01% 0 SNDL SNDL INC More: the full row for SNDL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1 shares 1 $2 <0.01% new Timeline JQUA J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 0 shares; 2024Q3: 0 shares; 2024Q4: 0 shares; 2025Q1: 0 shares; 2025Q2: 0 shares 0 $1 <0.01% 0 Amount filed as zero, left out of ratios. Timeline