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; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 195,421 shares; 2024Q1: 204,166 shares; 2024Q2: 203,145 shares; 2024Q3: 208,389 shares; 2024Q4: 210,070 shares; 2025Q1: 208,198 shares 208,198 $116M 13.98% -1,872 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 164,652 shares; 2024Q1: 167,380 shares; 2024Q2: 150,421 shares; 2024Q3: 151,597 shares; 2024Q4: 139,577 shares; 2025Q1: 142,740 shares 142,740 $80.2M 9.63% +3,163 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; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 176,642 shares; 2024Q1: 220,804 shares; 2024Q2: 193,108 shares; 2024Q3: 178,507 shares; 2024Q4: 178,794 shares; 2025Q1: 158,473 shares 158,473 $32.7M 3.93% -20,321 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 130,100 shares; 2024Q1: 125,606 shares; 2024Q2: 109,403 shares; 2024Q3: 102,819 shares; 2024Q4: 102,398 shares; 2025Q1: 120,395 shares 120,395 $26.7M 3.21% +17,997 Timeline RDVI 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; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 808,772 shares; 2024Q1: 906,672 shares; 2024Q2: 864,238 shares; 2024Q3: 1,054,005 shares; 2024Q4: 1,050,399 shares; 2025Q1: 1,061,445 shares 1,061,445 $25.2M 3.02% +11,046 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 121,877 shares; 2024Q1: 122,059 shares; 2024Q2: 117,510 shares; 2024Q3: 116,406 shares; 2024Q4: 111,323 shares; 2025Q1: 129,458 shares 129,458 $22.1M 2.66% +18,135 Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 321,773 shares; 2024Q1: 320,788 shares; 2024Q2: 432,785 shares; 2024Q3: 507,866 shares; 2024Q4: 460,958 shares; 2025Q1: 450,995 shares 450,995 $20.8M 2.5% -9,963 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 53,470 shares; 2024Q1: 55,238 shares; 2024Q2: 53,246 shares; 2024Q3: 51,116 shares; 2024Q4: 50,793 shares; 2025Q1: 51,894 shares 51,894 $19.5M 2.34% +1,101 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; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 20,084 shares; 2024Q1: 20,123 shares; 2024Q2: 19,443 shares; 2024Q3: 19,250 shares; 2024Q4: 22,145 shares; 2025Q1: 22,466 shares 22,466 $18.6M 2.23% +321 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; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 215,783 shares; 2024Q4: 218,057 shares; 2025Q1: 321,387 shares 321,387 $16M 1.92% +103,330 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 9,636 shares; 2024Q1: 9,636 shares; 2024Q2: 66,011 shares; 2024Q3: 68,034 shares; 2024Q4: 65,838 shares; 2025Q1: 80,206 shares 80,206 $15.3M 1.84% +14,368 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; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 123,818 shares; 2024Q1: 123,331 shares; 2024Q2: 118,992 shares; 2024Q3: 119,190 shares; 2024Q4: 118,286 shares; 2025Q1: 118,096 shares 118,096 $14.4M 1.73% -190 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 40,020 shares; 2024Q1: 39,901 shares; 2024Q2: 38,319 shares; 2024Q3: 38,218 shares; 2024Q4: 37,883 shares; 2025Q1: 40,739 shares 40,739 $14.3M 1.71% +2,856 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; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 19,310 shares; 2024Q1: 25,401 shares; 2024Q2: 29,274 shares; 2024Q3: 24,809 shares; 2024Q4: 24,741 shares; 2025Q1: 24,714 shares 24,714 $14.2M 1.71% -27 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; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 60,847 shares; 2024Q1: 60,526 shares; 2024Q2: 58,455 shares; 2024Q3: 57,199 shares; 2024Q4: 56,927 shares; 2025Q1: 56,869 shares 56,869 $13.9M 1.67% -58 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; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 18,143 shares; 2024Q1: 23,424 shares; 2024Q2: 25,936 shares; 2024Q3: 25,983 shares; 2024Q4: 25,989 shares; 2025Q1: 25,989 shares 25,989 $13.8M 1.66% 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; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 39,158 shares; 2024Q1: 48,896 shares; 2024Q2: 64,872 shares; 2024Q3: 53,624 shares; 2024Q4: 16,072 shares; 2025Q1: 179,371 shares 179,371 $13.6M 1.63% +163,299 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 307,615 shares; 2024Q1: 310,581 shares; 2024Q2: 164,255 shares; 2024Q3: 309,579 shares; 2024Q4: 314,605 shares; 2025Q1: 229,934 shares 229,934 $13.6M 1.63% -84,671 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 1,547 shares; 2024Q1: 2,820 shares; 2024Q2: 2,168 shares; 2024Q3: 2,168 shares; 2024Q4: 23,354 shares; 2025Q1: 209,790 shares 209,790 $12.4M 1.49% +186,436 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; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 84,165 shares; 2024Q1: 85,275 shares; 2024Q2: 150,667 shares; 2024Q3: 82,812 shares; 2024Q4: 83,224 shares; 2025Q1: 87,050 shares 87,050 $11.4M 1.37% +3,826 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; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 187 shares; 2024Q1: 18,894 shares; 2024Q2: 18,333 shares; 2024Q3: 20,419 shares; 2024Q4: 20,351 shares; 2025Q1: 20,443 shares 20,443 $11.2M 1.34% +92 Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 96,314 shares; 2024Q1: 93,659 shares; 2024Q2: 183,709 shares; 2024Q3: 117,045 shares; 2024Q4: 118,360 shares; 2025Q1: 115,286 shares 115,286 $11.1M 1.34% -3,074 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; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 40,375 shares; 2024Q1: 52,258 shares; 2024Q2: 58,018 shares; 2024Q3: 57,226 shares; 2024Q4: 56,588 shares; 2025Q1: 56,709 shares 56,709 $10.8M 1.3% +121 Timeline IAK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: 440 shares; 2024Q2: 53,765 shares; 2024Q3: 58,628 shares; 2024Q4: 59,232 shares; 2025Q1: 71,539 shares 71,539 $9.86M 1.18% +12,307 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 11,367 shares; 2024Q1: 9,476 shares; 2024Q2: 9,109 shares; 2024Q3: 88,597 shares; 2024Q4: 87,650 shares; 2025Q1: 58,499 shares 58,499 $9.79M 1.18% -29,151 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 10,251 shares; 2025Q1: 10,268 shares 10,268 $9.72M 1.17% +17 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 57,212 shares; 2024Q1: 57,054 shares; 2024Q2: 64,755 shares; 2024Q3: 63,291 shares; 2024Q4: 63,105 shares; 2025Q1: 62,772 shares 62,772 $9.71M 1.17% -333 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; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 28,143 shares; 2024Q1: 28,119 shares; 2024Q2: 26,926 shares; 2024Q3: 26,375 shares; 2024Q4: 26,130 shares; 2025Q1: 26,373 shares 26,373 $9.67M 1.16% +243 Timeline AMLP ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 198,122 shares; 2024Q1: 198,051 shares; 2024Q2: 185,614 shares; 2024Q3: 186,375 shares; 2024Q4: 185,271 shares; 2025Q1: 184,261 shares 184,261 $9.57M 1.15% -1,010 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 9,470 shares; 2024Q1: 9,006 shares; 2024Q2: 88,773 shares; 2024Q3: 82,160 shares; 2024Q4: 83,621 shares; 2025Q1: 84,240 shares 84,240 $9.13M 1.1% +619 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 134,922 shares; 2024Q1: 149,475 shares; 2024Q2: 143,159 shares; 2024Q3: 95,091 shares; 2024Q4: 84,086 shares; 2025Q1: 164,941 shares 164,941 $8.9M 1.07% +80,855 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 102,464 shares; 2024Q1: 103,053 shares; 2024Q2: 154,856 shares; 2024Q3: 155,091 shares; 2024Q4: 131,870 shares; 2025Q1: 87,357 shares 87,357 $8.74M 1.05% -44,513 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 76,171 shares 76,171 $8.47M 1.02% new Timeline DKS DICKS SPORTING GOODS INC More: the full row for DICKS SPORTING GOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 38,277 shares; 2024Q1: 38,128 shares; 2024Q2: 30,652 shares; 2024Q3: 41,351 shares; 2024Q4: 41,221 shares; 2025Q1: 40,977 shares 40,977 $8.26M 0.99% -244 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 82,762 shares; 2024Q1: 82,671 shares; 2024Q2: 82,707 shares; 2024Q3: 92,411 shares; 2024Q4: 86,148 shares; 2025Q1: 87,279 shares 87,279 $8.1M 0.97% +1,131 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; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 11,893 shares; 2024Q3: 11,897 shares; 2024Q4: 113,097 shares; 2025Q1: 155,434 shares 155,434 $7.58M 0.91% +42,337 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; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 8,010 shares; 2024Q1: 7,267 shares; 2024Q2: 65,093 shares; 2024Q3: 64,354 shares; 2024Q4: 63,605 shares; 2025Q1: 63,638 shares 63,638 $7.57M 0.91% +33 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 36,845 shares; 2024Q1: 36,584 shares; 2024Q2: 34,425 shares; 2024Q3: 43,059 shares; 2024Q4: 43,301 shares; 2025Q1: 42,614 shares 42,614 $7.08M 0.85% -687 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 671 shares; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 60,845 shares; 2024Q4: 61,080 shares; 2025Q1: 60,420 shares 60,420 $7.05M 0.85% -660 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 37,398 shares; 2024Q1: 37,240 shares; 2024Q2: 35,244 shares; 2024Q3: 33,544 shares; 2024Q4: 33,277 shares; 2025Q1: 33,604 shares 33,604 $7.04M 0.85% +327 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 56,945 shares; 2024Q1: 56,947 shares; 2024Q2: 50,725 shares; 2024Q3: 50,566 shares; 2024Q4: 46,897 shares; 2025Q1: 49,071 shares 49,071 $6.89M 0.83% +2,174 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 56,487 shares; 2024Q1: 56,743 shares; 2024Q2: 110,723 shares; 2024Q3: 120,595 shares; 2024Q4: 137,858 shares; 2025Q1: 118,702 shares 118,702 $6.54M 0.79% -19,156 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 20,086 shares; 2024Q4: 20,038 shares; 2025Q1: 19,868 shares 19,868 $6.23M 0.75% -170 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; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 1,342 shares; 2024Q1: 1,342 shares; 2024Q2: 1,342 shares; 2024Q3: 1,352 shares; 2024Q4: 1,112 shares; 2025Q1: 24,831 shares 24,831 $6.17M 0.74% +23,719 Timeline WSO WATSCO INC More: the full row for WATSCO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 12,715 shares; 2024Q1: 12,620 shares; 2024Q2: 11,715 shares; 2024Q3: 11,666 shares; 2024Q4: 11,583 shares; 2025Q1: 11,614 shares 11,614 $5.9M 0.71% +31 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 45 shares; 2024Q1: 45 shares; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 15,547 shares; 2025Q1: 26,972 shares 26,972 $5.45M 0.65% +11,425 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 55,670 shares; 2024Q1: 55,057 shares; 2024Q2: 60,760 shares; 2024Q3: 61,732 shares; 2024Q4: 67,510 shares; 2025Q1: 55,543 shares 55,543 $5.21M 0.63% -11,967 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; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 14,331 shares; 2024Q1: 10,281 shares; 2024Q2: 10,479 shares; 2024Q3: 7,735 shares; 2024Q4: 11,683 shares; 2025Q1: 12,003 shares 12,003 $4.45M 0.53% +320 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; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 28,323 shares; 2024Q1: 28,387 shares; 2024Q2: 26,689 shares; 2024Q3: 17,802 shares; 2024Q4: 17,666 shares; 2025Q1: 17,534 shares 17,534 $4.35M 0.52% -132 Timeline WSM WILLIAMS SONOMA INC More: the full row for WILLIAMS SONOMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: 13,787 shares; 2024Q2: 12,956 shares; 2024Q3: 25,812 shares; 2024Q4: 25,561 shares; 2025Q1: 25,463 shares 25,463 $4.03M 0.48% -98 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 47,014 shares; 2024Q1: 47,015 shares; 2024Q2: 47,015 shares; 2024Q3: 47,018 shares; 2024Q4: 142,639 shares; 2025Q1: 142,657 shares 142,657 $3.99M 0.48% +18 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 24,779 shares; 2024Q1: 24,878 shares; 2024Q2: 24,550 shares; 2024Q3: 19,231 shares; 2024Q4: 14,092 shares; 2025Q1: 14,309 shares 14,309 $3.88M 0.47% +217 Timeline PKG PACKAGING CORP AMER More: the full row for PACKAGING CORP AMER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 19,461 shares 19,461 $3.85M 0.46% new Timeline TLH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 2,872 shares; 2024Q1: 2,483 shares; 2024Q2: 2,870 shares; 2024Q3: 2,886 shares; 2024Q4: 3,006 shares; 2025Q1: 35,828 shares 35,828 $3.72M 0.45% +32,822 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 26,303 shares; 2024Q1: 25,967 shares; 2024Q2: 24,465 shares; 2024Q3: 24,335 shares; 2024Q4: 24,058 shares; 2025Q1: 23,983 shares 23,983 $3.7M 0.44% -75 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; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 37,328 shares; 2024Q3: 56,747 shares; 2024Q4: 23,600 shares; 2025Q1: 64,998 shares 64,998 $3.4M 0.41% +41,398 Timeline HEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 98,613 shares; 2024Q3: 2,676 shares; 2024Q4: 2,707 shares; 2025Q1: 86,664 shares 86,664 $3.15M 0.38% +83,957 Timeline IUSV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 20,524 shares; 2024Q1: 30,401 shares; 2024Q2: 18,820 shares; 2024Q3: 30,526 shares; 2024Q4: 20,456 shares; 2025Q1: 33,486 shares 33,486 $3.09M 0.37% +13,030 Timeline IGM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 29,605 shares; 2024Q4: 29,682 shares; 2025Q1: 33,206 shares 33,206 $3.01M 0.36% +3,524 Timeline MLI MUELLER INDS INC More: the full row for MUELLER INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 54,999 shares; 2024Q1: 63,310 shares; 2024Q2: 62,825 shares; 2024Q3: 62,979 shares; 2024Q4: 62,531 shares; 2025Q1: 37,079 shares 37,079 $2.82M 0.34% -25,452 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 270 shares; 2024Q1: 515 shares; 2024Q2: 487 shares; 2024Q3: 2,792 shares; 2024Q4: 2,860 shares; 2025Q1: 2,928 shares 2,928 $2.73M 0.33% +68 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 48,459 shares; 2025Q1: 31,359 shares 31,359 $2.43M 0.29% -17,100 Timeline RJF RAYMOND JAMES FINL INC More: the full row for RAYMOND JAMES FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 17,181 shares 17,181 $2.39M 0.29% new Timeline PRF 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; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 62,375 shares; 2024Q1: 62,375 shares; 2024Q2: 62,375 shares; 2024Q3: 59,450 shares; 2024Q4: 57,960 shares; 2025Q1: 50,311 shares 50,311 $2.03M 0.24% -7,649 Timeline JBL JABIL INC More: the full row for JABIL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 25,128 shares; 2024Q1: 19,638 shares; 2024Q2: 10,283 shares; 2024Q3: 466 shares; 2024Q4: 466 shares; 2025Q1: 13,697 shares 13,697 $1.86M 0.22% +13,231 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 19,272 shares 19,272 $1.86M 0.22% 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; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,372 shares 1,372 $1.85M 0.22% new Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 22,626 shares; 2024Q1: 15,066 shares; 2024Q2: 16,311 shares; 2024Q3: 21,894 shares; 2024Q4: 15,374 shares; 2025Q1: 15,033 shares 15,033 $1.36M 0.16% -341 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 11,407 shares; 2024Q1: 11,592 shares; 2024Q2: 12,872 shares; 2024Q3: 12,998 shares; 2024Q4: 13,263 shares; 2025Q1: 12,863 shares 12,863 $1.36M 0.16% -400 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; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 1,480 shares; 2024Q1: 4,169 shares; 2024Q2: 4,169 shares; 2024Q3: 4,169 shares; 2024Q4: 4,485 shares; 2025Q1: 4,611 shares 4,611 $1.27M 0.15% +126 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 18,043 shares; 2024Q1: 31,688 shares; 2024Q2: 36,278 shares; 2024Q3: 39,092 shares; 2024Q4: 43,334 shares; 2025Q1: 47,424 shares 47,424 $1.09M 0.13% +4,090 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,540 shares 4,540 $1M 0.12% new Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 9,067 shares; 2024Q1: 11,626 shares; 2024Q2: 10,953 shares; 2024Q3: 11,112 shares; 2024Q4: 11,362 shares; 2025Q1: 11,759 shares 11,759 $821K 0.1% +397 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; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 4,183 shares; 2024Q1: 2,400 shares; 2024Q2: 1,767 shares; 2024Q3: 1,767 shares; 2024Q4: 1,767 shares; 2025Q1: 1,525 shares 1,525 $814K 0.1% -242 Timeline AIT APPLIED INDL TECHNOLOGIES IN More: the full row for APPLIED INDL TECHNOLOGIES IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,573 shares 3,573 $805K 0.1% new Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1 shares 1 $798K 0.1% new Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 14,376 shares; 2024Q1: 14,376 shares; 2024Q2: 14,376 shares; 2024Q3: 14,376 shares; 2024Q4: 18,126 shares; 2025Q1: 13,696 shares 13,696 $693K 0.08% -4,430 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; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 8,885 shares; 2024Q1: 8,885 shares; 2024Q2: 9,566 shares; 2024Q3: 8,885 shares; 2024Q4: 8,885 shares; 2025Q1: 8,885 shares 8,885 $638K 0.08% 0 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 3,320 shares; 2024Q1: 3,604 shares; 2024Q2: 3,604 shares; 2024Q3: 3,604 shares; 2024Q4: 3,604 shares; 2025Q1: 3,754 shares 3,754 $586K 0.07% +150 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 5,521 shares; 2024Q1: 5,521 shares; 2024Q2: 5,521 shares; 2024Q3: 5,521 shares; 2024Q4: 5,855 shares; 2025Q1: 5,855 shares 5,855 $571K 0.07% 0 Timeline IAT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 4,358 shares; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 65,655 shares; 2024Q4: 66,349 shares; 2025Q1: 11,809 shares 11,809 $551K 0.07% -54,540 Timeline IBDW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 23,168 shares; 2024Q1: 23,168 shares; 2024Q2: 27,204 shares; 2024Q3: 27,204 shares; 2024Q4: 27,270 shares; 2025Q1: 25,438 shares 25,438 $528K 0.06% -1,832 Timeline IBDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 23,398 shares; 2024Q1: 23,398 shares; 2024Q2: 26,288 shares; 2024Q3: 26,288 shares; 2024Q4: 26,413 shares; 2025Q1: 24,214 shares 24,214 $526K 0.06% -2,199 Timeline IBDU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 21,956 shares; 2024Q1: 21,956 shares; 2024Q2: 24,512 shares; 2024Q3: 24,512 shares; 2024Q4: 24,635 shares; 2025Q1: 22,657 shares 22,657 $524K 0.06% -1,978 Timeline IBDT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 20,039 shares; 2024Q1: 20,039 shares; 2024Q2: 22,685 shares; 2024Q3: 22,685 shares; 2024Q4: 22,802 shares; 2025Q1: 20,704 shares 20,704 $523K 0.06% -2,098 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 3,927 shares; 2024Q1: 3,927 shares; 2024Q2: 3,927 shares; 2024Q3: 3,927 shares; 2024Q4: 3,927 shares; 2025Q1: 3,927 shares 3,927 $521K 0.06% 0 Timeline IBDS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 20,879 shares; 2024Q1: 20,879 shares; 2024Q2: 23,778 shares; 2024Q3: 23,778 shares; 2024Q4: 23,899 shares; 2025Q1: 21,522 shares 21,522 $520K 0.06% -2,377 Timeline IBDR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 20,944 shares; 2024Q1: 20,944 shares; 2024Q2: 23,915 shares; 2024Q3: 23,915 shares; 2024Q4: 24,047 shares; 2025Q1: 21,420 shares 21,420 $519K 0.06% -2,627 Timeline IMTB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 10,145 shares; 2024Q1: 10,145 shares; 2024Q2: 10,145 shares; 2024Q3: 10,145 shares; 2024Q4: 11,230 shares; 2025Q1: 11,230 shares 11,230 $487K 0.06% 0 Timeline IGE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 10,005 shares; 2024Q1: 10,005 shares; 2024Q2: 10,005 shares; 2024Q3: 10,005 shares; 2024Q4: 10,234 shares; 2025Q1: 10,234 shares 10,234 $465K 0.06% 0 Timeline NI NISOURCE INC More: the full row for NISOURCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 12,000 shares; 2025Q1: 11,225 shares 11,225 $450K 0.05% -775 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 1,377 shares; 2024Q1: 1,377 shares; 2024Q2: 1,377 shares; 2024Q3: 1,377 shares; 2024Q4: 1,377 shares; 2025Q1: 1,377 shares 1,377 $430K 0.05% 0 Timeline SCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 5,093 shares; 2024Q1: 5,093 shares; 2024Q2: 5,093 shares; 2024Q3: 5,093 shares; 2024Q4: 6,652 shares; 2025Q1: 6,612 shares 6,612 $420K 0.05% -40 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 92 shares; 2024Q3: 26,100 shares; 2024Q4: 26,217 shares; 2025Q1: 2,104 shares 2,104 $420K 0.05% -24,113 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; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 855 shares; 2024Q1: 872 shares; 2024Q2: 868 shares; 2024Q3: 852 shares; 2024Q4: 839 shares; 2025Q1: 839 shares 839 $417K 0.05% 0 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 973 shares; 2024Q1: 953 shares; 2024Q2: 942 shares; 2024Q3: 942 shares; 2024Q4: 942 shares; 2025Q1: 942 shares 942 $410K 0.05% 0 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 4,278 shares; 2024Q1: 9,223 shares; 2024Q2: 13,939 shares; 2024Q3: 8,081 shares; 2024Q4: 25,792 shares; 2025Q1: 3,856 shares 3,856 $403K 0.05% -21,936 Timeline IBDX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 1,326 shares; 2024Q3: 1,326 shares; 2024Q4: 1,326 shares; 2025Q1: 15,544 shares 15,544 $388K 0.05% +14,218 Timeline USRT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 6,662 shares; 2024Q1: 6,662 shares; 2024Q2: 6,662 shares; 2024Q3: 6,662 shares; 2024Q4: 6,597 shares; 2025Q1: 6,597 shares 6,597 $380K 0.05% 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; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 2,382 shares; 2024Q3: 2,449 shares; 2024Q4: 4,582 shares; 2025Q1: 4,489 shares 4,489 $375K 0.05% -93 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; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 5,514 shares; 2024Q1: 5,923 shares; 2024Q2: 5,923 shares; 2024Q3: 5,615 shares; 2024Q4: 5,615 shares; 2025Q1: 5,206 shares 5,206 $373K 0.04% -409 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 4,836 shares; 2024Q1: 4,736 shares; 2024Q2: 4,411 shares; 2024Q3: 4,411 shares; 2024Q4: 4,411 shares; 2025Q1: 4,411 shares 4,411 $367K 0.04% 0 Timeline IGEB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: 4,154 shares; 2024Q2: 16,636 shares; 2024Q3: 18,490 shares; 2024Q4: 5,771 shares; 2025Q1: 7,255 shares 7,255 $327K 0.04% +1,484 Timeline IAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 5,703 shares; 2024Q1: 5,703 shares; 2024Q2: 5,703 shares; 2024Q3: 5,703 shares; 2024Q4: 6,152 shares; 2025Q1: 6,152 shares 6,152 $308K 0.04% 0 Timeline OUNZ VANECK MERK GOLD ETF More: the full row for VANECK MERK GOLD ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,938 shares 9,938 $300K 0.04% new 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; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 1,655 shares; 2024Q1: 1,671 shares; 2024Q2: 1,671 shares; 2024Q3: 1,655 shares; 2024Q4: 1,655 shares; 2025Q1: 1,655 shares 1,655 $282K 0.03% 0 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 91,741 shares; 2024Q1: 93,004 shares; 2024Q2: 86,710 shares; 2024Q3: 42,790 shares; 2024Q4: 21,595 shares; 2025Q1: 2,090 shares 2,090 $255K 0.03% -19,505 Timeline HYDB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 279 shares; 2024Q1: 279 shares; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 4,861 shares; 2025Q1: 5,383 shares 5,383 $253K 0.03% +522 Timeline FHLC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 4,538 shares; 2024Q1: 4,538 shares; 2024Q2: 3,823 shares; 2024Q3: 3,645 shares; 2024Q4: 3,645 shares; 2025Q1: 3,645 shares 3,645 $249K 0.03% 0 Timeline THRO BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,749 shares 7,749 $246K 0.03% new 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; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 1,926 shares; 2024Q3: 1,266 shares; 2024Q4: 5,417 shares; 2025Q1: 5,179 shares 5,179 $242K 0.03% -238 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 145 shares; 2024Q3: 145 shares; 2024Q4: 145 shares; 2025Q1: 2,836 shares 2,836 $241K 0.03% +2,691 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 33,268 shares; 2024Q1: 33,631 shares; 2024Q2: 2,073 shares; 2024Q3: 1,700 shares; 2024Q4: 1,482 shares; 2025Q1: 2,522 shares 2,522 $236K 0.03% +1,040 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 4,649 shares; 2024Q1: 4,904 shares; 2024Q2: 5,082 shares; 2024Q3: 1,928 shares; 2024Q4: 2,112 shares; 2025Q1: 2,112 shares 2,112 $235K 0.03% 0 Timeline ISTB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 4,348 shares; 2024Q1: 4,348 shares; 2024Q2: 4,348 shares; 2024Q3: 4,348 shares; 2024Q4: 4,796 shares; 2025Q1: 4,796 shares 4,796 $232K 0.03% 0 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 12 shares; 2024Q1: 12 shares; 2024Q2: 12 shares; 2024Q3: 12 shares; 2024Q4: 8,112 shares; 2025Q1: 8,112 shares 8,112 $229K 0.03% 0 Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 3,279 shares; 2024Q1: 3,279 shares; 2024Q2: 3,224 shares; 2024Q3: 3,189 shares; 2024Q4: 3,143 shares; 2025Q1: 3,088 shares 3,088 $224K 0.03% -55 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,187 shares 1,187 $223K 0.03% new Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 863 shares; 2024Q1: 858 shares; 2024Q2: 835 shares; 2024Q3: 400 shares; 2024Q4: 400 shares; 2025Q1: 400 shares 400 $219K 0.03% 0 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 845 shares; 2024Q1: 820 shares; 2024Q2: 654 shares; 2024Q3: 460 shares; 2024Q4: 423 shares; 2025Q1: 423 shares 423 $210K 0.03% 0 Timeline CW CURTISS WRIGHT CORP More: the full row for CURTISS WRIGHT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 608 shares; 2024Q1: 608 shares; 2024Q2: 608 shares; 2024Q3: 608 shares; 2024Q4: 608 shares; 2025Q1: 608 shares 608 $193K 0.02% 0 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 2,000 shares; 2024Q1: 2,285 shares; 2024Q2: 2,285 shares; 2024Q3: 2,289 shares; 2024Q4: 2,289 shares; 2025Q1: 2,289 shares 2,289 $184K 0.02% 0 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 4,735 shares; 2024Q1: 665 shares; 2024Q2: 615 shares; 2024Q3: 615 shares; 2024Q4: 615 shares; 2025Q1: 617 shares 617 $178K 0.02% +2 Timeline ISHARES TR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 20,114 shares; 2024Q1: 20,114 shares; 2024Q2: 23,055 shares; 2024Q3: 23,455 shares; 2024Q4: 23,596 shares; 2025Q1: 6,819 shares 6,819 $171K 0.02% -16,777 KMPR KEMPER CORP More: the full row for KEMPER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 2,483 shares; 2024Q1: 2,483 shares; 2024Q2: 2,483 shares; 2024Q3: 2,483 shares; 2024Q4: 2,483 shares; 2025Q1: 2,483 shares 2,483 $166K 0.02% 0 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 3,179 shares; 2024Q1: 3,179 shares; 2024Q2: 3,179 shares; 2024Q3: 3,179 shares; 2024Q4: 3,179 shares; 2025Q1: 3,179 shares 3,179 $158K 0.02% 0 Timeline INFL LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 4,982 shares; 2024Q1: 3,861 shares; 2024Q2: 3,861 shares; 2024Q3: 3,861 shares; 2024Q4: 3,861 shares; 2025Q1: 3,861 shares 3,861 $157K 0.02% 0 Timeline CBZ CBIZ INC More: the full row for CBIZ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 2,059 shares; 2024Q4: 2,059 shares; 2025Q1: 2,059 shares 2,059 $156K 0.02% 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; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: 1,243 shares; 2024Q2: 1,669 shares; 2024Q3: 1,669 shares; 2024Q4: 1,669 shares; 2025Q1: 1,669 shares 1,669 $155K 0.02% 0 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; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,056 shares 3,056 $151K 0.02% 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; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 579 shares; 2024Q1: 729 shares; 2024Q2: 697 shares; 2024Q3: 547 shares; 2024Q4: 527 shares; 2025Q1: 550 shares 550 $143K 0.02% +23 Timeline GABC GERMAN AMERN BANCORP INC More: the full row for GERMAN AMERN BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: 3,780 shares; 2024Q2: 3,780 shares; 2024Q3: 3,780 shares; 2024Q4: 3,780 shares; 2025Q1: 3,780 shares 3,780 $142K 0.02% 0 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 39,097 shares; 2024Q1: 35,828 shares; 2024Q2: 1,092 shares; 2024Q3: 1,092 shares; 2024Q4: 962 shares; 2025Q1: 962 shares 962 $140K 0.02% 0 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 639 shares; 2024Q1: 639 shares; 2024Q2: 639 shares; 2024Q3: 639 shares; 2024Q4: 639 shares; 2025Q1: 639 shares 639 $128K 0.02% 0 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; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 1,508 shares; 2024Q1: 1,501 shares; 2024Q2: 1,280 shares; 2024Q3: 532 shares; 2024Q4: 532 shares; 2025Q1: 532 shares 532 $126K 0.02% 0 Timeline EVLV EVOLV TECHNOLOGIES HLDNGS IN More: the full row for EVOLV TECHNOLOGIES HLDNGS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 40,000 shares; 2024Q1: 40,000 shares; 2024Q2: 40,000 shares; 2024Q3: 40,000 shares; 2024Q4: 40,000 shares; 2025Q1: 40,000 shares 40,000 $125K 0.01% 0 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 994 shares; 2024Q1: 2,315 shares; 2024Q2: 2,477 shares; 2024Q3: 1,446 shares; 2024Q4: 1,446 shares; 2025Q1: 1,386 shares 1,386 $122K 0.01% -60 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; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 6,243 shares; 2024Q1: 6,201 shares; 2024Q2: 320 shares; 2024Q3: 247 shares; 2024Q4: 247 shares; 2025Q1: 247 shares 247 $120K 0.01% 0 Timeline TDY TELEDYNE TECHNOLOGIES INC More: the full row for TELEDYNE TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 240 shares; 2024Q1: 240 shares; 2024Q2: 240 shares; 2024Q3: 240 shares; 2024Q4: 240 shares; 2025Q1: 240 shares 240 $119K 0.01% 0 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 2,143 shares; 2024Q1: 2,344 shares; 2024Q2: 2,197 shares; 2024Q3: 2,197 shares; 2024Q4: 2,217 shares; 2025Q1: 2,217 shares 2,217 $116K 0.01% 0 Timeline IBTI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 3,032 shares; 2024Q1: 3,050 shares; 2024Q2: 5,247 shares; 2024Q3: 5,247 shares; 2024Q4: 5,195 shares; 2025Q1: 5,195 shares 5,195 $116K 0.01% 0 Timeline IBTH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 3,001 shares; 2024Q1: 3,016 shares; 2024Q2: 5,189 shares; 2024Q3: 5,189 shares; 2024Q4: 5,137 shares; 2025Q1: 5,137 shares 5,137 $115K 0.01% 0 Timeline IBTG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 2,929 shares; 2024Q1: 2,942 shares; 2024Q2: 5,058 shares; 2024Q3: 5,058 shares; 2024Q4: 5,007 shares; 2025Q1: 5,007 shares 5,007 $115K 0.01% 0 Timeline IBTJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 2,293 shares; 2024Q3: 2,293 shares; 2024Q4: 5,266 shares; 2025Q1: 5,266 shares 5,266 $115K 0.01% 0 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 316 shares 316 $114K 0.01% new Timeline ISHARES TR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 2,858 shares; 2024Q1: 2,871 shares; 2024Q2: 4,931 shares; 2024Q3: 4,931 shares; 2024Q4: 4,882 shares; 2025Q1: 4,882 shares 4,882 $114K 0.01% 0 CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 1,666 shares; 2024Q1: 1,952 shares; 2024Q2: 1,888 shares; 2024Q3: 664 shares; 2024Q4: 684 shares; 2025Q1: 680 shares 680 $114K 0.01% -4 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; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 1,600 shares; 2024Q1: 1,721 shares; 2024Q2: 1,600 shares; 2024Q3: 1,600 shares; 2024Q4: 1,600 shares; 2025Q1: 1,600 shares 1,600 $113K 0.01% 0 Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 9,511 shares; 2024Q1: 3,994 shares; 2024Q2: 3,803 shares; 2024Q3: 3,770 shares; 2024Q4: 3,770 shares; 2025Q1: 2,455 shares 2,455 $113K 0.01% -1,315 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; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 290 shares; 2024Q1: 290 shares; 2024Q2: 245 shares; 2024Q3: 245 shares; 2024Q4: 245 shares; 2025Q1: 195 shares 195 $100K 0.01% -50 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 12,262 shares; 2024Q1: 12,228 shares; 2024Q2: 12,223 shares; 2024Q3: 723 shares; 2024Q4: 774 shares; 2025Q1: 769 shares 769 $93.8K 0.01% -5 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 1,095 shares; 2024Q1: 1,095 shares; 2024Q2: 1,095 shares; 2024Q3: 1,095 shares; 2024Q4: 1,126 shares; 2025Q1: 1,095 shares 1,095 $89.5K 0.01% -31 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 143 shares; 2024Q1: 141 shares; 2024Q2: 133 shares; 2024Q3: 110 shares; 2024Q4: 110 shares; 2025Q1: 110 shares 110 $87.6K 0.01% 0 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; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: 2,835 shares; 2024Q2: 2,147 shares; 2024Q3: 2,147 shares; 2024Q4: 2,147 shares; 2025Q1: 1,837 shares 1,837 $84.5K 0.01% -310 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; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 724 shares; 2024Q1: 724 shares; 2024Q2: 724 shares; 2024Q3: 779 shares; 2024Q4: 779 shares; 2025Q1: 1,779 shares 1,779 $80.7K 0.01% +1,000 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; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 2,232 shares; 2024Q1: 2,348 shares; 2024Q2: 1,763 shares; 2024Q3: 447 shares; 2024Q4: 447 shares; 2025Q1: 747 shares 747 $73.7K 0.01% +300 Timeline SNV SYNOVUS FINANCIAL CORP More: the full row for SYNOVUS FINANCIAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,500 shares 1,500 $70.1K 0.01% new Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 400 shares; 2024Q1: 400 shares; 2024Q2: 400 shares; 2024Q3: 400 shares; 2024Q4: 400 shares; 2025Q1: 400 shares 400 $63.5K 0.01% 0 Timeline IXN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 816 shares 816 $61.8K 0.01% new Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 779 shares; 2024Q1: 503 shares; 2024Q2: 508 shares; 2024Q3: 5 shares; 2024Q4: 105 shares; 2025Q1: 354 shares 354 $60.4K 0.01% +249 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; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 7,730 shares; 2024Q1: 299 shares; 2024Q2: 288 shares; 2024Q3: 288 shares; 2024Q4: 321 shares; 2025Q1: 294 shares 294 $56.9K 0.01% -27 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 9,869 shares; 2024Q1: 1,905 shares; 2024Q2: 357 shares; 2024Q3: 357 shares; 2024Q4: 357 shares; 2025Q1: 300 shares 300 $56.5K 0.01% -57 Timeline FRME FIRST MERCHANTS CORP More: the full row for FIRST MERCHANTS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 1,579 shares; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,380 shares 1,380 $55.8K 0.01% new 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; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 6,213 shares; 2024Q1: 1,841 shares; 2024Q2: 1,766 shares; 2024Q3: 1,766 shares; 2024Q4: 1,766 shares; 2025Q1: 1,786 shares 1,786 $55.3K 0.01% +20 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; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 150 shares; 2024Q1: 150 shares; 2024Q2: 150 shares; 2024Q3: 184 shares; 2024Q4: 2,722 shares; 2025Q1: 2,722 shares 2,722 $55.3K 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; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 533 shares; 2024Q1: 587 shares; 2024Q2: 566 shares; 2024Q3: 88 shares; 2024Q4: 86 shares; 2025Q1: 54 shares 54 $51.1K 0.01% -32 Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 20 shares; 2024Q4: 20 shares; 2025Q1: 1,020 shares 1,020 $50.3K 0.01% +1,000 Timeline IBTK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 2,542 shares; 2024Q3: 2,542 shares; 2024Q4: 2,542 shares; 2025Q1: 2,542 shares 2,542 $50K 0.01% 0 Timeline IBTM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 2,183 shares; 2024Q3: 2,183 shares; 2024Q4: 2,183 shares; 2025Q1: 2,183 shares 2,183 $50K 0.01% 0 Timeline IBTL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 2,454 shares; 2024Q3: 2,454 shares; 2024Q4: 2,454 shares; 2025Q1: 2,454 shares 2,454 $49.9K 0.01% 0 Timeline IBTO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 2,041 shares; 2024Q3: 2,041 shares; 2024Q4: 2,041 shares; 2025Q1: 2,041 shares 2,041 $49.8K 0.01% 0 Timeline RFIX SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 930 shares; 2025Q1: 930 shares 930 $49.8K 0.01% 0 Timeline STIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 450 shares; 2024Q1: 502 shares; 2024Q2: 471 shares; 2024Q3: 471 shares; 2024Q4: 479 shares; 2025Q1: 479 shares 479 $49.6K 0.01% 0 Timeline ESGE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 1,307 shares; 2024Q1: 1,307 shares; 2024Q2: 1,368 shares; 2024Q3: 1,368 shares; 2024Q4: 1,403 shares; 2025Q1: 1,403 shares 1,403 $49K 0.01% 0 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 159 shares; 2024Q3: 159 shares; 2024Q4: 159 shares; 2025Q1: 159 shares 159 $48.5K 0.01% 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; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 100 shares; 2024Q1: 100 shares; 2024Q2: 100 shares; 2024Q3: 100 shares; 2024Q4: 100 shares; 2025Q1: 100 shares 100 $46.9K 0.01% 0 Timeline SHYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 968 shares; 2024Q1: 1,076 shares; 2024Q2: 1,012 shares; 2024Q3: 1,012 shares; 2024Q4: 1,028 shares; 2025Q1: 1,028 shares 1,028 $43.7K 0.01% 0 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 383 shares; 2024Q1: 1,915 shares; 2024Q2: 735 shares; 2024Q3: 735 shares; 2024Q4: 735 shares; 2025Q1: 735 shares 735 $42.9K 0.01% 0 Timeline BTC GRAYSCALE BITCOIN MINI TR ET More: the full row for GRAYSCALE BITCOIN MINI TR ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 1,095 shares; 2025Q1: 1,095 shares 1,095 $40K <0.01% 0 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 1,462 shares; 2024Q1: 1,403 shares; 2024Q2: 431 shares; 2024Q3: 400 shares; 2024Q4: 400 shares; 2025Q1: 400 shares 400 $39.2K <0.01% 0 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 885 shares; 2024Q1: 885 shares; 2024Q2: 885 shares; 2024Q3: 885 shares; 2024Q4: 885 shares; 2025Q1: 885 shares 885 $37.4K <0.01% 0 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 200 shares; 2024Q1: 403 shares; 2024Q2: 403 shares; 2024Q3: 403 shares; 2024Q4: 403 shares; 2025Q1: 403 shares 403 $37.1K <0.01% 0 Timeline ROCKET LAB USA INC ROCKET LAB USA INC More: the full row for ROCKET LAB USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 1,000 shares; 2025Q1: 2,000 shares 2,000 $35.8K <0.01% +1,000 VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 532 shares; 2024Q1: 532 shares; 2024Q2: 566 shares; 2024Q3: 566 shares; 2024Q4: 566 shares; 2025Q1: 566 shares 566 $35.1K <0.01% 0 Timeline IWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 848 shares; 2024Q3: 848 shares; 2024Q4: 406 shares; 2025Q1: 406 shares 406 $33.4K <0.01% 0 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 1,317 shares; 2024Q3: 1,317 shares; 2024Q4: 913 shares; 2025Q1: 913 shares 913 $33.2K <0.01% 0 Timeline IBDY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 1,294 shares; 2024Q3: 1,294 shares; 2024Q4: 1,294 shares; 2025Q1: 1,294 shares 1,294 $33.1K <0.01% 0 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 148 shares; 2024Q1: 148 shares; 2024Q2: 148 shares; 2024Q3: 100 shares; 2024Q4: 6,507 shares; 2025Q1: 100 shares 100 $33K <0.01% -6,407 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; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: 232 shares; 2024Q2: 188 shares; 2024Q3: 113 shares; 2024Q4: 113 shares; 2025Q1: 113 shares 113 $30.8K <0.01% 0 Timeline FLOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 599 shares; 2024Q1: 634 shares; 2024Q2: 595 shares; 2024Q3: 595 shares; 2024Q4: 603 shares; 2025Q1: 603 shares 603 $30.8K <0.01% 0 Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 100 shares 100 $29.9K <0.01% new Timeline WRB BERKLEY W R CORP More: the full row for BERKLEY W R CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 407 shares 407 $29K <0.01% new Timeline ITB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 77,302 shares; 2024Q1: 90,083 shares; 2024Q2: 80,014 shares; 2024Q3: 45,772 shares; 2024Q4: 46,054 shares; 2025Q1: 282 shares 282 $26.9K <0.01% -45,772 Timeline DISCOVER FINL SVCS DISCOVER FINL SVCS More: the full row for DISCOVER FINL SVCS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 150 shares; 2024Q1: 150 shares; 2024Q2: 150 shares; 2024Q3: 150 shares; 2024Q4: 150 shares; 2025Q1: 150 shares 150 $25.6K <0.01% 0 JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 150 shares; 2024Q1: 291 shares; 2024Q2: 283 shares; 2024Q3: 267 shares; 2024Q4: 267 shares; 2025Q1: 150 shares 150 $24.9K <0.01% -117 Timeline SLRC SLR INVESTMENT CORP More: the full row for SLR INVESTMENT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 1,263 shares; 2024Q1: 1,304 shares; 2024Q2: 1,338 shares; 2024Q3: 1,374 shares; 2024Q4: 1,409 shares; 2025Q1: 1,442 shares 1,442 $24.3K <0.01% +33 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; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: 277 shares; 2024Q2: 277 shares; 2024Q3: 302 shares; 2024Q4: 277 shares; 2025Q1: 277 shares 277 $23.2K <0.01% 0 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 50 shares; 2024Q1: 362 shares; 2024Q2: 362 shares; 2024Q3: 362 shares; 2024Q4: 362 shares; 2025Q1: 362 shares 362 $22.3K <0.01% 0 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 197 shares; 2024Q1: 197 shares; 2024Q2: 197 shares; 2024Q3: 197 shares; 2024Q4: 197 shares; 2025Q1: 197 shares 197 $20.8K <0.01% 0 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; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 457 shares; 2024Q1: 457 shares; 2024Q2: 457 shares; 2024Q3: 457 shares; 2024Q4: 913 shares; 2025Q1: 913 shares 913 $20.5K <0.01% 0 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 200 shares; 2024Q1: 200 shares; 2024Q2: 200 shares; 2024Q3: 600 shares; 2024Q4: 600 shares; 2025Q1: 600 shares 600 $20.5K <0.01% 0 Timeline IYH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 65 shares; 2024Q1: 325 shares; 2024Q2: 325 shares; 2024Q3: 325 shares; 2024Q4: 325 shares; 2025Q1: 325 shares 325 $19.8K <0.01% 0 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 173 shares; 2024Q1: 173 shares; 2024Q2: 173 shares; 2024Q3: 150 shares; 2024Q4: 150 shares; 2025Q1: 150 shares 150 $19.2K <0.01% 0 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; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 64 shares; 2024Q1: 81 shares; 2024Q2: 81 shares; 2024Q3: 81 shares; 2024Q4: 81 shares; 2025Q1: 81 shares 81 $18.9K <0.01% 0 Timeline GEHC GE HEALTHCARE TECHNOLOGIES I More: the full row for GE HEALTHCARE TECHNOLOGIES I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 213 shares; 2024Q1: 213 shares; 2024Q2: 213 shares; 2024Q3: 213 shares; 2024Q4: 213 shares; 2025Q1: 213 shares 213 $17.2K <0.01% 0 Timeline AAAU GOLDMAN SACHS PHYSICAL GOLD More: the full row for GOLDMAN SACHS PHYSICAL GOLD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 597 shares; 2024Q1: 597 shares; 2024Q2: 597 shares; 2024Q3: 550 shares; 2024Q4: 550 shares; 2025Q1: 550 shares 550 $17K <0.01% 0 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 400 shares; 2024Q1: 400 shares; 2024Q2: 400 shares; 2024Q3: 500 shares; 2024Q4: 500 shares; 2025Q1: 500 shares 500 $16.9K <0.01% 0 Timeline SPTS SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 544 shares; 2024Q1: 230 shares; 2024Q2: 673 shares; 2024Q3: 673 shares; 2024Q4: 574 shares; 2025Q1: 574 shares 574 $16.8K <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; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 1,095 shares; 2024Q1: 427 shares; 2024Q2: 427 shares; 2024Q3: 222 shares; 2024Q4: 222 shares; 2025Q1: 222 shares 222 $16.3K <0.01% 0 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; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 75 shares; 2024Q1: 107 shares; 2024Q2: 75 shares; 2024Q3: 75 shares; 2024Q4: 75 shares; 2025Q1: 75 shares 75 $15.9K <0.01% 0 Timeline SHV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 107 shares; 2024Q1: 39 shares; 2024Q2: 143 shares; 2024Q3: 143 shares; 2024Q4: 143 shares; 2025Q1: 143 shares 143 $15.8K <0.01% 0 Timeline VDC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 72 shares; 2024Q1: 72 shares; 2024Q2: 72 shares; 2024Q3: 72 shares; 2024Q4: 72 shares; 2025Q1: 72 shares 72 $15.8K <0.01% 0 Timeline RPV 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; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 167 shares; 2024Q1: 167 shares; 2024Q2: 167 shares; 2024Q3: 167 shares; 2024Q4: 167 shares; 2025Q1: 167 shares 167 $15.4K <0.01% 0 Timeline FBND FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 319 shares; 2024Q4: 319 shares; 2025Q1: 319 shares 319 $14.6K <0.01% 0 Timeline FCPI FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 331 shares; 2024Q1: 331 shares; 2024Q2: 331 shares; 2024Q3: 331 shares; 2024Q4: 331 shares; 2025Q1: 331 shares 331 $14.3K <0.01% 0 Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 2,899 shares; 2024Q1: 2,899 shares; 2024Q2: 2,699 shares; 2024Q3: 2,699 shares; 2024Q4: 1,052 shares; 2025Q1: 112 shares 112 $13.9K <0.01% -940 Timeline SIVR ABRDN SILVER ETF TRUST More: the full row for ABRDN SILVER ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 454 shares; 2024Q1: 454 shares; 2024Q2: 454 shares; 2024Q3: 414 shares; 2024Q4: 414 shares; 2025Q1: 414 shares 414 $13.5K <0.01% 0 Timeline GSY INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 260 shares; 2024Q1: 111 shares; 2024Q2: 315 shares; 2024Q3: 315 shares; 2024Q4: 268 shares; 2025Q1: 268 shares 268 $13.4K <0.01% 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; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 138 shares; 2024Q3: 138 shares; 2024Q4: 53 shares; 2025Q1: 53 shares 53 $13K <0.01% 0 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 113 shares; 2024Q1: 113 shares; 2024Q2: 113 shares; 2024Q3: 118 shares; 2024Q4: 118 shares; 2025Q1: 113 shares 113 $12.5K <0.01% -5 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 100 shares; 2024Q1: 100 shares; 2024Q2: 100 shares; 2024Q3: 100 shares; 2024Q4: 100 shares; 2025Q1: 100 shares 100 $11.9K <0.01% 0 Timeline PTLO PORTILLOS INC More: the full row for PORTILLOS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 1,000 shares; 2024Q1: 1,000 shares; 2024Q2: 1,000 shares; 2024Q3: 1,000 shares; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares 1,000 $11.9K <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; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 662 shares; 2024Q1: 38,991 shares; 2024Q2: 205 shares; 2024Q3: 187 shares; 2024Q4: not reported; 2025Q1: 60 shares 60 $11.8K <0.01% new Timeline IGV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 12,562 shares; 2024Q1: 123,296 shares; 2024Q2: 61,161 shares; 2024Q3: 1,546 shares; 2024Q4: 1,540 shares; 2025Q1: 132 shares 132 $11.7K <0.01% -1,408 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; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 128 shares; 2024Q1: 128 shares; 2024Q2: 128 shares; 2024Q3: 245 shares; 2024Q4: 128 shares; 2025Q1: 128 shares 128 $9.56K <0.01% 0 Timeline ETH GRAYSCALE ETHEREUM STAKING More: the full row for GRAYSCALE ETHEREUM STAKING Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 541 shares; 2025Q1: 541 shares 541 $9.32K <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; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 143 shares; 2024Q1: 143 shares; 2024Q2: 143 shares; 2024Q3: 258 shares; 2024Q4: 143 shares; 2025Q1: 143 shares 143 $9.03K <0.01% 0 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; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 500 shares; 2024Q1: 500 shares; 2024Q2: 500 shares; 2024Q3: 500 shares; 2024Q4: 500 shares; 2025Q1: 500 shares 500 $9K <0.01% 0 Timeline ETHE GRAYSCALE ETHEREUM STAKING E More: the full row for GRAYSCALE ETHEREUM STAKING E Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 583 shares; 2024Q4: 583 shares; 2025Q1: 583 shares 583 $8.87K <0.01% 0 Timeline FBTC FIDELITY WISE ORIGIN BITCOIN More: the full row for FIDELITY WISE ORIGIN BITCOIN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: 85 shares; 2024Q2: 85 shares; 2024Q3: 103 shares; 2024Q4: 121 shares; 2025Q1: 121 shares 121 $8.71K <0.01% 0 Timeline HPQ HP INC More: the full row for HP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 288 shares; 2024Q1: 288 shares; 2024Q2: 288 shares; 2024Q3: 313 shares; 2024Q4: 313 shares; 2025Q1: 313 shares 313 $8.67K <0.01% 0 Timeline SOUN SOUNDHOUND AI INC More: the full row for SOUNDHOUND AI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares 1,000 $8.12K <0.01% 0 Timeline DBC INVESCO DB COMMDY INDX TRCK More: the full row for INVESCO DB COMMDY INDX TRCK Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 269 shares; 2024Q1: 269 shares; 2024Q2: 269 shares; 2024Q3: 269 shares; 2024Q4: 361 shares; 2025Q1: 361 shares 361 $8.11K <0.01% 0 Timeline A AGILENT TECHNOLOGIES INC More: the full row for AGILENT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 54 shares; 2024Q1: 54 shares; 2024Q2: 54 shares; 2024Q3: 54 shares; 2024Q4: 54 shares; 2025Q1: 64 shares 64 $7.49K <0.01% +10 Timeline FDVV FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 135 shares; 2024Q1: 135 shares; 2024Q2: 135 shares; 2024Q3: 135 shares; 2024Q4: 135 shares; 2025Q1: 135 shares 135 $6.7K <0.01% 0 Timeline USAC USA COMPRESSION PARTNERS LP More: the full row for USA COMPRESSION PARTNERS LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 240 shares; 2024Q1: 240 shares; 2024Q2: 240 shares; 2024Q3: 240 shares; 2024Q4: 240 shares; 2025Q1: 240 shares 240 $6.48K <0.01% 0 Timeline FDRR FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 127 shares; 2024Q1: 127 shares; 2024Q2: 127 shares; 2024Q3: 127 shares; 2024Q4: 127 shares; 2025Q1: 127 shares 127 $6.34K <0.01% 0 Timeline FIDI FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 288 shares; 2024Q1: 288 shares; 2024Q2: 288 shares; 2024Q3: 288 shares; 2024Q4: 288 shares; 2025Q1: 288 shares 288 $6.17K <0.01% 0 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 80 shares; 2024Q1: 76 shares; 2024Q2: 60 shares; 2024Q3: 14 shares; 2024Q4: 14 shares; 2025Q1: 14 shares 14 $6.13K <0.01% 0 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: 1,404 shares; 2024Q2: 1,104 shares; 2024Q3: 30,408 shares; 2024Q4: 30,338 shares; 2025Q1: 76 shares 76 $5.99K <0.01% -30,262 Timeline PDI PIMCO DYNAMIC INCOME FD More: the full row for PIMCO DYNAMIC INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 300 shares; 2024Q1: 300 shares; 2024Q2: 300 shares; 2024Q3: 300 shares; 2024Q4: 300 shares; 2025Q1: 300 shares 300 $5.94K <0.01% 0 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; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: 49 shares; 2024Q2: 49 shares; 2024Q3: 49 shares; 2024Q4: 49 shares; 2025Q1: 49 shares 49 $5.86K <0.01% 0 Timeline IEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 100 shares; 2024Q1: 100 shares; 2024Q2: 100 shares; 2024Q3: 100 shares; 2024Q4: 100 shares; 2025Q1: 100 shares 100 $5.82K <0.01% 0 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; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 100 shares; 2024Q1: 100 shares; 2024Q2: 100 shares; 2024Q3: 100 shares; 2024Q4: 100 shares; 2025Q1: 100 shares 100 $5.8K <0.01% 0 Timeline OBDC BLUE OWL CAPITAL CORPORATION More: the full row for BLUE OWL CAPITAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 340 shares; 2024Q1: 340 shares; 2024Q2: 340 shares; 2024Q3: 340 shares; 2024Q4: 340 shares; 2025Q1: 382 shares 382 $5.6K <0.01% +42 Timeline KEYS KEYSIGHT TECHNOLOGIES INC More: the full row for KEYSIGHT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 27 shares; 2024Q1: 27 shares; 2024Q2: 27 shares; 2024Q3: 37 shares; 2024Q4: 37 shares; 2025Q1: 37 shares 37 $5.54K <0.01% 0 Timeline XBOEX BLACKROCK ENHANCED GLOBAL More: the full row for BLACKROCK ENHANCED GLOBAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 500 shares; 2024Q1: 500 shares; 2024Q2: 500 shares; 2024Q3: 500 shares; 2024Q4: 500 shares; 2025Q1: 500 shares 500 $5.42K <0.01% 0 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; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 750 shares; 2024Q1: 750 shares; 2024Q2: 750 shares; 2024Q3: 750 shares; 2024Q4: 750 shares; 2025Q1: 1,135 shares 1,135 $5.36K <0.01% +385 TPL TEXAS PACIFIC LAND CORPORATI More: the full row for TEXAS PACIFIC LAND CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 9 shares; 2024Q1: 93 shares; 2024Q2: 93 shares; 2024Q3: 93 shares; 2024Q4: not reported; 2025Q1: 4 shares 4 $5.3K <0.01% new Timeline GDXJ VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 18 shares; 2024Q1: 753 shares; 2024Q2: 669 shares; 2024Q3: 669 shares; 2024Q4: 669 shares; 2025Q1: 90 shares 90 $5.15K <0.01% -579 Timeline CSWC CAPITAL SOUTHWEST CORP More: the full row for CAPITAL SOUTHWEST CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 230 shares; 2024Q1: 230 shares; 2024Q2: 230 shares; 2024Q3: 230 shares; 2024Q4: 230 shares; 2025Q1: 230 shares 230 $5.13K <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; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 128 shares; 2024Q1: 128 shares; 2024Q2: 128 shares; 2024Q3: 279 shares; 2024Q4: 158 shares; 2025Q1: 128 shares 128 $4.47K <0.01% -30 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; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 80 shares; 2024Q3: 80 shares; 2024Q4: 80 shares; 2025Q1: 80 shares 80 $4.09K <0.01% 0 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; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 36 shares; 2024Q1: 36 shares; 2024Q2: not reported; 2024Q3: 60 shares; 2024Q4: 60 shares; 2025Q1: 60 shares 60 $3.71K <0.01% 0 Timeline LAC LITHIUM AMERS CORP NEW More: the full row for LITHIUM AMERS CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 1,360 shares; 2024Q1: 1,360 shares; 2024Q2: 1,360 shares; 2024Q3: 1,360 shares; 2024Q4: 1,360 shares; 2025Q1: 1,360 shares 1,360 $3.69K <0.01% 0 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: 16 shares; 2024Q2: 16 shares; 2024Q3: 20 shares; 2024Q4: 35 shares; 2025Q1: 35 shares 35 $3.65K <0.01% 0 Timeline MP MP MATERIALS CORP More: the full row for MP MATERIALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 145 shares 145 $3.54K <0.01% new Timeline FLUT FLUTTER ENTMT PLC More: the full row for FLUTTER ENTMT PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: 15 shares; 2024Q2: 15 shares; 2024Q3: 15 shares; 2024Q4: 15 shares; 2025Q1: 15 shares 15 $3.32K <0.01% 0 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 7,130 shares; 2024Q1: 1,408 shares; 2024Q2: 188 shares; 2024Q3: 188 shares; 2024Q4: 376 shares; 2025Q1: 140 shares 140 $3.28K <0.01% -236 Timeline BRSP BRIGHTSPIRE CAPITAL INC More: the full row for BRIGHTSPIRE CAPITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 580 shares; 2024Q1: 580 shares; 2024Q2: 580 shares; 2024Q3: 580 shares; 2024Q4: 580 shares; 2025Q1: 580 shares 580 $3.23K <0.01% 0 Timeline URA GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: 69 shares; 2024Q2: 99 shares; 2024Q3: 99 shares; 2024Q4: 131 shares; 2025Q1: 134 shares 134 $3.08K <0.01% +3 Timeline CORZ CORE SCIENTIFIC INC NEW More: the full row for CORE SCIENTIFIC INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 250 shares; 2024Q3: 250 shares; 2024Q4: 250 shares; 2025Q1: 410 shares 410 $2.97K <0.01% +160 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 1,128 shares; 2024Q1: 799 shares; 2024Q2: 798 shares; 2024Q3: 23 shares; 2024Q4: 23 shares; 2025Q1: 23 shares 23 $2.95K <0.01% 0 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 122 shares; 2024Q1: 568 shares; 2024Q2: 446 shares; 2024Q3: 116 shares; 2024Q4: 116 shares; 2025Q1: 19 shares 19 $2.91K <0.01% -97 Timeline LAR LITHIUM ARGENTINA AG More: the full row for LITHIUM ARGENTINA AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,360 shares 1,360 $2.91K <0.01% new 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; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 13 shares; 2024Q3: 13 shares; 2024Q4: 13 shares; 2025Q1: 13 shares 13 $2.88K <0.01% 0 Timeline VAW VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 15 shares; 2024Q4: 15 shares; 2025Q1: 15 shares 15 $2.83K <0.01% 0 Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 55 shares; 2024Q1: 555 shares; 2024Q2: 55 shares; 2024Q3: 23 shares; 2024Q4: 31 shares; 2025Q1: 21 shares 21 $2.78K <0.01% -10 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; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 669 shares; 2024Q3: 669 shares; 2024Q4: not reported; 2025Q1: 52 shares 52 $2.64K <0.01% new Timeline CNC CENTENE CORP DEL More: the full row for CENTENE CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 42 shares; 2024Q4: 42 shares; 2025Q1: 42 shares 42 $2.55K <0.01% 0 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 1,661 shares; 2024Q1: 3,263 shares; 2024Q2: 3,263 shares; 2024Q3: 100 shares; 2024Q4: 100 shares; 2025Q1: 100 shares 100 $2.53K <0.01% 0 Timeline AVA AVISTA CORP More: the full row for AVISTA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 60 shares; 2024Q4: 60 shares; 2025Q1: 60 shares 60 $2.51K <0.01% 0 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 60 shares; 2024Q1: 60 shares; 2024Q2: 60 shares; 2024Q3: 60 shares; 2024Q4: 60 shares; 2025Q1: 60 shares 60 $2.48K <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; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 60 shares; 2024Q4: 60 shares; 2025Q1: 60 shares 60 $2.43K <0.01% 0 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; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 2,019 shares; 2024Q1: 1,598 shares; 2024Q2: 1,598 shares; 2024Q3: 40 shares; 2024Q4: 40 shares; 2025Q1: 40 shares 40 $2.4K <0.01% 0 Timeline ROP ROPER TECHNOLOGIES INC More: the full row for ROPER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 4 shares; 2024Q4: 4 shares; 2025Q1: 4 shares 4 $2.36K <0.01% 0 Timeline BARRICK GOLD CORP BARRICK GOLD CORP More: the full row for BARRICK GOLD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 120 shares; 2024Q4: 120 shares; 2025Q1: 120 shares 120 $2.33K <0.01% 0 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; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 50 shares; 2024Q4: 50 shares; 2025Q1: 50 shares 50 $2.26K <0.01% 0 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 1,677 shares; 2024Q1: 1,405 shares; 2024Q2: 1,405 shares; 2024Q3: 46 shares; 2024Q4: 46 shares; 2025Q1: 46 shares 46 $2.22K <0.01% 0 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; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 1,697 shares; 2024Q1: 1,697 shares; 2024Q2: 1,697 shares; 2024Q3: 60 shares; 2024Q4: 60 shares; 2025Q1: 60 shares 60 $2.21K <0.01% 0 Timeline AGNC AGNC INVT CORP More: the full row for AGNC INVT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 230 shares; 2024Q1: 230 shares; 2024Q2: 230 shares; 2024Q3: 230 shares; 2024Q4: 230 shares; 2025Q1: 230 shares 230 $2.2K <0.01% 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; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 13 shares; 2024Q3: 13 shares; 2024Q4: 13 shares; 2025Q1: 13 shares 13 $1.96K <0.01% 0 Timeline ING ING GROEP N.V. More: the full row for ING GROEP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 100 shares; 2024Q4: 100 shares; 2025Q1: 100 shares 100 $1.96K <0.01% 0 Timeline BHP BHP BILLITON LIMITED More: the full row for BHP BILLITON LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 40 shares; 2024Q4: 40 shares; 2025Q1: 40 shares 40 $1.94K <0.01% 0 Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 49 shares 49 $1.93K <0.01% new Timeline ANSYS INC COM ANSYS INC COM More: the full row for ANSYS INC COM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 6 shares; 2024Q4: 6 shares; 2025Q1: 6 shares 6 $1.9K <0.01% 0 JAZZ JAZZ PHARMACEUTICALS PLC More: the full row for JAZZ PHARMACEUTICALS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 15 shares; 2024Q4: 15 shares; 2025Q1: 15 shares 15 $1.86K <0.01% 0 Timeline EXEL EXELIXIS INC More: the full row for EXELIXIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 50 shares 50 $1.85K <0.01% new 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; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 6 shares; 2024Q4: 6 shares; 2025Q1: 6 shares 6 $1.77K <0.01% 0 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; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 20 shares 20 $1.76K <0.01% new Timeline ECC EAGLE POINT CR CO More: the full row for EAGLE POINT CR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 80 shares; 2024Q1: 215 shares; 2024Q2: 215 shares; 2024Q3: 215 shares; 2024Q4: 215 shares; 2025Q1: 215 shares 215 $1.74K <0.01% 0 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 519 shares; 2024Q3: 45 shares; 2024Q4: 45 shares; 2025Q1: 45 shares 45 $1.7K <0.01% 0 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 25 shares; 2024Q4: 25 shares; 2025Q1: 25 shares 25 $1.7K <0.01% 0 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 300 shares; 2024Q1: 300 shares; 2024Q2: 300 shares; 2024Q3: 40 shares; 2024Q4: 40 shares; 2025Q1: 40 shares 40 $1.67K <0.01% 0 Timeline MOS MOSAIC CO More: the full row for MOSAIC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 60 shares; 2024Q4: 60 shares; 2025Q1: 60 shares 60 $1.62K <0.01% 0 Timeline TOTALENERGIES SE TOTALENERGIES SE More: the full row for TOTALENERGIES SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 25 shares; 2024Q4: 25 shares; 2025Q1: 25 shares 25 $1.62K <0.01% 0 GPK GRAPHIC PACKAGING HLDG CO More: the full row for GRAPHIC PACKAGING HLDG CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 60 shares; 2024Q4: 60 shares; 2025Q1: 60 shares 60 $1.56K <0.01% 0 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 2,791 shares; 2024Q1: 2,655 shares; 2024Q2: 2,542 shares; 2024Q3: 567 shares; 2024Q4: 17 shares; 2025Q1: 17 shares 17 $1.53K <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; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 5 shares; 2024Q4: 5 shares; 2025Q1: 5 shares 5 $1.51K <0.01% 0 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 80 shares; 2024Q4: 80 shares; 2025Q1: 80 shares 80 $1.49K <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; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 5 shares; 2024Q3: 20 shares; 2024Q4: 20 shares; 2025Q1: 20 shares 20 $1.42K <0.01% 0 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: 4 shares; 2024Q2: 4 shares; 2024Q3: 4 shares; 2024Q4: 4 shares; 2025Q1: 4 shares 4 $1.41K <0.01% 0 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 3 shares; 2024Q4: 3 shares; 2025Q1: 3 shares 3 $1.41K <0.01% 0 Timeline SNY SANOFI SA More: the full row for SANOFI SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 25 shares; 2024Q4: 25 shares; 2025Q1: 25 shares 25 $1.39K <0.01% 0 Timeline KVUE KENVUE INC More: the full row for KENVUE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 55 shares; 2024Q4: 55 shares; 2025Q1: 55 shares 55 $1.32K <0.01% 0 Timeline PRFZ 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; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 10 shares; 2024Q1: 10 shares; 2024Q2: 10 shares; 2024Q3: 34 shares; 2024Q4: 34 shares; 2025Q1: 34 shares 34 $1.31K <0.01% 0 Timeline WBS WEBSTER FINL CORP More: the full row for WEBSTER FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 25 shares; 2024Q4: 25 shares; 2025Q1: 25 shares 25 $1.29K <0.01% 0 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; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 4,956 shares; 2024Q1: 2,702 shares; 2024Q2: 3,361 shares; 2024Q3: 30 shares; 2024Q4: 30 shares; 2025Q1: 30 shares 30 $1.25K <0.01% 0 Timeline KWR QUAKER HOUGHTON More: the full row for QUAKER HOUGHTON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 10 shares; 2024Q4: 10 shares; 2025Q1: 10 shares 10 $1.24K <0.01% 0 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 1 shares; 2024Q1: 1 shares; 2024Q2: 1 shares; 2024Q3: 1 shares; 2024Q4: 1 shares; 2025Q1: 7 shares 7 $1.23K <0.01% +6 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 7 shares; 2025Q1: 7 shares 7 $1.15K <0.01% 0 Timeline OCSL OAKTREE SPECIALTY LENDING More: the full row for OAKTREE SPECIALTY LENDING Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 75 shares; 2024Q4: 75 shares; 2025Q1: 75 shares 75 $1.15K <0.01% 0 Timeline PLTM GRANITESHARES PLATINUM TR More: the full row for GRANITESHARES PLATINUM TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 119 shares; 2024Q1: 119 shares; 2024Q2: 119 shares; 2024Q3: 119 shares; 2024Q4: 119 shares; 2025Q1: 119 shares 119 $1.15K <0.01% 0 Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 6 shares; 2024Q4: 6 shares; 2025Q1: 6 shares 6 $1.14K <0.01% 0 Timeline GNRC GENERAC HLDGS INC More: the full row for GENERAC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 9 shares; 2024Q4: 9 shares; 2025Q1: 9 shares 9 $1.14K <0.01% 0 Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 30 shares 30 $1.12K <0.01% new Timeline SPLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 1,350 shares; 2024Q1: 1,350 shares; 2024Q2: 1,350 shares; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 15 shares 15 $1.12K <0.01% new Timeline CODI COMPASS DIVERSIFIED More: the full row for COMPASS DIVERSIFIED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 60 shares; 2024Q4: 60 shares; 2025Q1: 60 shares 60 $1.12K <0.01% 0 Timeline RMD RESMED INC More: the full row for RESMED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 5 shares; 2024Q4: 5 shares; 2025Q1: 5 shares 5 $1.12K <0.01% 0 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12 shares 12 $1.09K <0.01% new Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 4 shares; 2025Q1: 4 shares 4 $1.07K <0.01% 0 Timeline LKQ LKQ CORP More: the full row for LKQ CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 25 shares; 2024Q4: 25 shares; 2025Q1: 25 shares 25 $1.06K <0.01% 0 Timeline XFLT XAI OCTAGON FLOATING RATE & AL More: the full row for XAI OCTAGON FLOATING RATE & AL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 180 shares; 2025Q1: 180 shares 180 $1.06K <0.01% 0 Timeline GEN GEN DIGITAL INC More: the full row for GEN DIGITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 40 shares; 2024Q4: 40 shares; 2025Q1: 40 shares 40 $1.06K <0.01% 0 Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 2,325 shares; 2024Q1: 2,250 shares; 2024Q2: 2,068 shares; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9 shares 9 $1.06K <0.01% new Timeline GL GLOBE LIFE INC More: the full row for GLOBE LIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8 shares 8 $1.05K <0.01% new 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; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 20 shares 20 $1.04K <0.01% new Timeline PAG PENSKE AUTOMOTIVE GRP INC More: the full row for PENSKE AUTOMOTIVE GRP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: 7 shares; 2024Q2: 7 shares; 2024Q3: 7 shares; 2024Q4: 7 shares; 2025Q1: 7 shares 7 $1.01K <0.01% 0 Timeline VALE VALE S A More: the full row for VALE S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 100 shares; 2025Q1: 100 shares 100 $998 <0.01% 0 Timeline TOST TOAST INC More: the full row for TOAST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 30 shares; 2024Q4: 30 shares; 2025Q1: 30 shares 30 $996 <0.01% 0 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 16 shares; 2024Q1: 15 shares; 2024Q2: 38 shares; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1 shares 1 $976 <0.01% new Timeline AMCOR PLC AMCOR PLC More: the full row for AMCOR PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 100 shares 100 $970 <0.01% new GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 20 shares; 2024Q1: 20 shares; 2024Q2: 20 shares; 2024Q3: 20 shares; 2024Q4: 21 shares; 2025Q1: 21 shares 21 $967 <0.01% 0 Timeline FERG FERGUSON ENTERPRISES INC More: the full row for FERGUSON ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 6 shares; 2024Q4: 6 shares; 2025Q1: 6 shares 6 $962 <0.01% 0 Timeline AREC AMERICAN RES CORP More: the full row for AMERICAN RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 2,000 shares; 2024Q1: 2,000 shares; 2024Q2: 2,000 shares; 2024Q3: 2,000 shares; 2024Q4: 2,000 shares; 2025Q1: 2,000 shares 2,000 $935 <0.01% 0 Timeline HOLX HOLOGIC INC More: the full row for HOLOGIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 15 shares; 2024Q4: 15 shares; 2025Q1: 15 shares 15 $927 <0.01% 0 Timeline PALL ABRDN PALLADIUM ETF TRUST More: the full row for ABRDN PALLADIUM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 10 shares; 2024Q1: 10 shares; 2024Q2: 10 shares; 2024Q3: 10 shares; 2024Q4: 10 shares; 2025Q1: 10 shares 10 $906 <0.01% 0 Timeline HIMS HIMS & HERS HEALTH INC More: the full row for HIMS & HERS HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 30 shares; 2025Q1: 30 shares 30 $887 <0.01% 0 Timeline BOOT BOOT BARN HLDGS INC More: the full row for BOOT BARN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 8 shares; 2024Q4: 8 shares; 2025Q1: 8 shares 8 $860 <0.01% 0 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; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 5 shares; 2024Q3: 5 shares; 2024Q4: 5 shares; 2025Q1: 5 shares 5 $828 <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; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 60 shares; 2024Q1: 60 shares; 2024Q2: 60 shares; 2024Q3: 60 shares; 2024Q4: 60 shares; 2025Q1: 60 shares 60 $812 <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; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 1,615 shares; 2024Q1: 1,678 shares; 2024Q2: 822 shares; 2024Q3: not reported; 2024Q4: 12 shares; 2025Q1: 12 shares 12 $762 <0.01% 0 Timeline QS QUANTUMSCAPE CORP More: the full row for QUANTUMSCAPE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 182 shares; 2024Q1: 182 shares; 2024Q2: 182 shares; 2024Q3: 182 shares; 2024Q4: 182 shares; 2025Q1: 182 shares 182 $758 <0.01% 0 Timeline GDDY GODADDY INC More: the full row for GODADDY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4 shares 4 $721 <0.01% new Timeline UTZ UTZ BRANDS INC More: the full row for UTZ BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 50 shares; 2025Q1: 50 shares 50 $704 <0.01% 0 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; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5 shares 5 $645 <0.01% new Timeline OKLO OKLO INC More: the full row for OKLO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 25 shares; 2025Q1: 25 shares 25 $541 <0.01% 0 Timeline OGN ORGANON & CO More: the full row for ORGANON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 30 shares; 2024Q1: 30 shares; 2024Q2: 30 shares; 2024Q3: 30 shares; 2024Q4: 30 shares; 2025Q1: 30 shares 30 $447 <0.01% 0 Timeline CMCO COLUMBUS MCKINNON CORP N Y More: the full row for COLUMBUS MCKINNON CORP N Y Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 22 shares; 2024Q4: 22 shares; 2025Q1: 22 shares 22 $373 <0.01% 0 Timeline DXCM DEXCOM INC More: the full row for DEXCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 5 shares; 2024Q1: 5 shares; 2024Q2: 5 shares; 2024Q3: 5 shares; 2024Q4: 5 shares; 2025Q1: 5 shares 5 $342 <0.01% 0 Timeline HUMA HUMACYTE INC More: the full row for HUMACYTE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 200 shares; 2024Q3: 200 shares; 2024Q4: 200 shares; 2025Q1: 200 shares 200 $341 <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; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11 shares 11 $339 <0.01% new Timeline RIG TRANSOCEAN LTD More: the full row for TRANSOCEAN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 104 shares; 2024Q1: 104 shares; 2024Q2: 104 shares; 2024Q3: 104 shares; 2024Q4: 104 shares; 2025Q1: 104 shares 104 $330 <0.01% 0 Timeline ASTS AST SPACEMOBILE INC More: the full row for AST SPACEMOBILE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 14 shares; 2024Q4: 14 shares; 2025Q1: 14 shares 14 $319 <0.01% 0 Timeline LFVN LIFEVANTAGE CORP More: the full row for LIFEVANTAGE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 20 shares 20 $292 <0.01% new Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4 shares 4 $291 <0.01% new Timeline BIDU BAIDU INC More: the full row for BAIDU INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 3 shares; 2025Q1: 3 shares 3 $277 <0.01% 0 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 4 shares; 2024Q1: 4 shares; 2024Q2: 4 shares; 2024Q3: 4 shares; 2024Q4: 4 shares; 2025Q1: 4 shares 4 $261 <0.01% 0 Timeline TEM TEMPUS AI INC More: the full row for TEMPUS AI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4 shares 4 $193 <0.01% new Timeline EMLC VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8 shares 8 $191 <0.01% new Timeline FANG DIAMONDBACK ENERGY INC More: the full row for DIAMONDBACK ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 85 shares; 2024Q1: 524 shares; 2024Q2: 487 shares; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1 shares 1 $160 <0.01% new Timeline ARKK ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 3 shares; 2024Q1: 3 shares; 2024Q2: 3 shares; 2024Q3: 3 shares; 2024Q4: 3 shares; 2025Q1: 3 shares 3 $143 <0.01% 0 Timeline CRSP CRISPR THERAPEUTICS AG More: the full row for CRISPR THERAPEUTICS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 404 shares; 2024Q1: 4 shares; 2024Q2: 4 shares; 2024Q3: 4 shares; 2024Q4: 4 shares; 2025Q1: 4 shares 4 $137 <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; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 2 shares; 2024Q1: 2 shares; 2024Q2: 2 shares; 2024Q3: 2 shares; 2024Q4: 2 shares; 2025Q1: 2 shares 2 $22 <0.01% 0 Timeline ACB AURORA CANNABIS INC More: the full row for AURORA CANNABIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: 2 shares; 2024Q2: 2 shares; 2024Q3: 2 shares; 2024Q4: 2 shares; 2025Q1: 2 shares 2 $9 <0.01% 0 Timeline