VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 113,224 shares; 2024Q4: 80,020 shares; 2025Q1: 127,524 shares; 2025Q2: 121,495 shares; 2025Q3: 137,466 shares; 2025Q4: 140,778 shares; 2026Q1: 140,546 shares; 2026Q2: 708,044 shares 708,044 $61M 13.95% +567,498 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,988 shares; 2024Q4: 21,976 shares; 2025Q1: 25,203 shares; 2025Q2: 32,838 shares; 2025Q3: 55,220 shares; 2025Q4: 88,514 shares; 2026Q1: 94,875 shares; 2026Q2: 104,302 shares 104,302 $22.7M 5.2% +9,427 Timeline DFAW DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 250,204 shares; 2024Q4: 213,196 shares; 2025Q1: 326,905 shares; 2025Q2: 220,243 shares; 2025Q3: 238,866 shares; 2025Q4: 282,555 shares; 2026Q1: 280,765 shares; 2026Q2: 253,320 shares 253,320 $21M 4.8% -27,445 Timeline DFUS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 377,971 shares; 2024Q4: 313,248 shares; 2025Q1: 376,015 shares; 2025Q2: 310,344 shares; 2025Q3: 303,519 shares; 2025Q4: 242,398 shares; 2026Q1: 241,407 shares; 2026Q2: 239,793 shares 239,793 $19.6M 4.49% -1,614 Timeline DFAX DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 375,202 shares; 2024Q4: 382,232 shares; 2025Q1: 451,443 shares; 2025Q2: 414,382 shares; 2025Q3: 464,189 shares; 2025Q4: 495,986 shares; 2026Q1: 509,315 shares; 2026Q2: 519,033 shares 519,033 $19.1M 4.37% +9,718 Timeline AOK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 388,741 shares; 2026Q1: 396,812 shares; 2026Q2: 347,664 shares 347,664 $14.4M 3.3% -49,148 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 52,811 shares; 2024Q4: 52,525 shares; 2025Q1: 52,848 shares; 2025Q2: 51,246 shares; 2025Q3: 53,080 shares; 2025Q4: 56,422 shares; 2026Q1: 50,037 shares; 2026Q2: 47,049 shares 47,049 $13.6M 3.11% -2,988 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,754 shares; 2024Q4: 8,951 shares; 2025Q1: 11,221 shares; 2025Q2: 12,535 shares; 2025Q3: 24,901 shares; 2025Q4: 27,670 shares; 2026Q1: 28,426 shares; 2026Q2: 29,850 shares 29,850 $11M 2.51% +1,424 Timeline DFAT DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 254,737 shares; 2024Q4: 250,969 shares; 2025Q1: 252,942 shares; 2025Q2: 153,573 shares; 2025Q3: 126,996 shares; 2025Q4: 136,235 shares; 2026Q1: 137,315 shares; 2026Q2: 141,622 shares 141,622 $9.9M 2.26% +4,307 Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 596,013 shares; 2024Q4: 435,944 shares; 2025Q1: 569,212 shares; 2025Q2: 364,936 shares; 2025Q3: 309,936 shares; 2025Q4: 202,669 shares; 2026Q1: 200,854 shares; 2026Q2: 193,784 shares 193,784 $8.6M 1.97% -7,070 Timeline DFUV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 211,220 shares; 2024Q4: 264,404 shares; 2025Q1: 213,141 shares; 2025Q2: 167,712 shares; 2025Q3: 145,726 shares; 2025Q4: 130,612 shares; 2026Q1: 130,123 shares; 2026Q2: 153,175 shares 153,175 $8.43M 1.93% +23,052 Timeline DFIV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 156,404 shares; 2024Q4: 162,094 shares; 2025Q1: 156,436 shares; 2025Q2: 109,009 shares; 2025Q3: 116,973 shares; 2025Q4: 139,084 shares; 2026Q1: 149,258 shares; 2026Q2: 153,038 shares 153,038 $8.27M 1.89% +3,780 Timeline VGUS VANGUARD INSTL INDEX FD More: the full row for VANGUARD INSTL INDEX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,939 shares; 2025Q2: 21,770 shares; 2025Q3: 47,253 shares; 2025Q4: 138,358 shares; 2026Q1: 130,580 shares; 2026Q2: 107,165 shares 107,165 $8.09M 1.85% -23,415 Timeline DUSB DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 123,059 shares; 2024Q4: 124,862 shares; 2025Q1: 144,667 shares; 2025Q2: 147,868 shares; 2025Q3: 116,273 shares; 2025Q4: 113,501 shares; 2026Q1: 109,032 shares; 2026Q2: 114,748 shares 114,748 $5.83M 1.33% +5,716 Timeline DUHP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 493,242 shares; 2024Q4: 531,146 shares; 2025Q1: 437,769 shares; 2025Q2: 260,046 shares; 2025Q3: 171,562 shares; 2025Q4: 142,698 shares; 2026Q1: 129,529 shares; 2026Q2: 134,718 shares 134,718 $5.62M 1.28% +5,189 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,482 shares; 2024Q4: 8,000 shares; 2025Q1: 12,039 shares; 2025Q2: 10,966 shares; 2025Q3: 10,725 shares; 2025Q4: 8,695 shares; 2026Q1: 8,311 shares; 2026Q2: 8,158 shares 8,158 $5.6M 1.28% -153 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,483 shares; 2024Q4: 2,872 shares; 2025Q1: 4,189 shares; 2025Q2: 5,386 shares; 2025Q3: 12,282 shares; 2025Q4: 15,753 shares; 2026Q1: 16,705 shares; 2026Q2: 18,088 shares 18,088 $5.48M 1.25% +1,383 Timeline DFCF DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 117,245 shares; 2024Q4: 157,400 shares; 2025Q1: 207,895 shares; 2025Q2: 142,056 shares; 2025Q3: 131,912 shares; 2025Q4: 134,290 shares; 2026Q1: 131,105 shares; 2026Q2: 128,058 shares 128,058 $5.4M 1.23% -3,047 Timeline DEXC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,166 shares; 2026Q2: 64,098 shares 64,098 $5.3M 1.21% +53,932 Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 61,843 shares; 2024Q4: 99,000 shares; 2025Q1: 83,219 shares; 2025Q2: 84,327 shares; 2025Q3: 100,484 shares; 2025Q4: 96,639 shares; 2026Q1: 101,024 shares; 2026Q2: 88,540 shares 88,540 $5.15M 1.18% -12,484 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,948 shares; 2024Q4: 9,987 shares; 2025Q1: 15,333 shares; 2025Q2: 18,525 shares; 2025Q3: 19,937 shares; 2025Q4: 16,195 shares; 2026Q1: 18,236 shares; 2026Q2: 24,566 shares 24,566 $4.92M 1.12% +6,330 Timeline VDC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 30,857 shares; 2026Q1: 29,621 shares; 2026Q2: 21,413 shares 21,413 $4.83M 1.1% -8,208 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,682 shares; 2024Q4: 30,095 shares; 2025Q1: 31,340 shares; 2025Q2: 52,215 shares; 2025Q3: 108,450 shares; 2025Q4: 115,777 shares; 2026Q1: 108,326 shares; 2026Q2: 85,327 shares 85,327 $4.56M 1.04% -22,999 Timeline DFAU DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 197,103 shares; 2024Q4: 220,133 shares; 2025Q1: 248,321 shares; 2025Q2: 142,666 shares; 2025Q3: 110,191 shares; 2025Q4: 86,831 shares; 2026Q1: 86,172 shares; 2026Q2: 84,013 shares 84,013 $4.34M 0.99% -2,159 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 44,053 shares; 2025Q4: 57,335 shares; 2026Q1: 50,351 shares; 2026Q2: 50,105 shares 50,105 $4.28M 0.98% -246 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 97,659 shares; 2024Q4: 271,096 shares; 2025Q1: 193,646 shares; 2025Q2: 163,836 shares; 2025Q3: 141,989 shares; 2025Q4: 120,268 shares; 2026Q1: 107,236 shares; 2026Q2: 132,920 shares 132,920 $4.26M 0.97% +25,684 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,219 shares; 2024Q4: 7,714 shares; 2025Q1: 7,944 shares; 2025Q2: 7,635 shares; 2025Q3: 7,986 shares; 2025Q4: 8,734 shares; 2026Q1: 8,067 shares; 2026Q2: 7,702 shares 7,702 $3.85M 0.88% -365 Timeline DFAS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 57,197 shares; 2024Q4: 61,921 shares; 2025Q1: 58,239 shares; 2025Q2: 48,948 shares; 2025Q3: 48,947 shares; 2025Q4: 47,065 shares; 2026Q1: 46,076 shares; 2026Q2: 46,493 shares 46,493 $3.83M 0.88% +417 Timeline VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,558 shares; 2024Q4: 2,706 shares; 2025Q1: 34,706 shares; 2025Q2: 39,290 shares; 2025Q3: 61,207 shares; 2025Q4: 84,742 shares; 2026Q1: 75,039 shares; 2026Q2: 59,352 shares 59,352 $3.5M 0.8% -15,687 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,639 shares; 2024Q4: 1,008 shares; 2025Q1: 9,344 shares; 2025Q2: 6,433 shares; 2025Q3: 8,561 shares; 2025Q4: 4,209 shares; 2026Q1: 3,452 shares; 2026Q2: 26,738 shares 26,738 $3.2M 0.73% +23,286 Timeline DFLV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 80,095 shares; 2024Q4: 107,365 shares; 2025Q1: 138,516 shares; 2025Q2: 79,853 shares; 2025Q3: 74,500 shares; 2025Q4: 74,480 shares; 2026Q1: 75,389 shares; 2026Q2: 80,610 shares 80,610 $3.19M 0.73% +5,221 Timeline DFSV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 230,407 shares; 2024Q4: 272,002 shares; 2025Q1: 222,139 shares; 2025Q2: 87,676 shares; 2025Q3: 74,852 shares; 2025Q4: 74,124 shares; 2026Q1: 76,791 shares; 2026Q2: 81,952 shares 81,952 $3.18M 0.73% +5,161 Timeline DFAI DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 61,356 shares; 2024Q4: 44,590 shares; 2025Q1: 120,618 shares; 2025Q2: 82,030 shares; 2025Q3: 81,086 shares; 2025Q4: 72,030 shares; 2026Q1: 70,848 shares; 2026Q2: 75,432 shares 75,432 $3.11M 0.71% +4,584 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,241 shares; 2024Q4: 3,249 shares; 2025Q1: 3,251 shares; 2025Q2: 3,254 shares; 2025Q3: 3,248 shares; 2025Q4: 3,253 shares; 2026Q1: 3,253 shares; 2026Q2: 3,258 shares 3,258 $3.05M 0.7% +5 Timeline VDE VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 839 shares; 2024Q4: 2,306 shares; 2025Q1: 1,609 shares; 2025Q2: 21,720 shares; 2025Q3: 20,870 shares; 2025Q4: 22,317 shares; 2026Q1: 25,710 shares; 2026Q2: 19,616 shares 19,616 $2.94M 0.67% -6,094 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 45,300 shares; 2024Q4: 41,907 shares; 2025Q1: 47,314 shares; 2025Q2: 46,885 shares; 2025Q3: 48,526 shares; 2025Q4: 39,861 shares; 2026Q1: 40,208 shares; 2026Q2: 38,277 shares 38,277 $2.89M 0.66% -1,931 Timeline VPU VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,415 shares; 2024Q4: 1,579 shares; 2025Q1: 3,050 shares; 2025Q2: 6,431 shares; 2025Q3: 8,563 shares; 2025Q4: 9,848 shares; 2026Q1: 13,257 shares; 2026Q2: 14,700 shares 14,700 $2.88M 0.66% +1,443 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 698 shares; 2024Q4: 1,338 shares; 2025Q1: 304 shares; 2025Q2: 5,416 shares; 2025Q3: 4,421 shares; 2025Q4: 6,077 shares; 2026Q1: 5,551 shares; 2026Q2: 4,944 shares 4,944 $2.87M 0.66% -607 Timeline VCR VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 267 shares; 2024Q4: not reported; 2025Q1: 246 shares; 2025Q2: 9,304 shares; 2025Q3: 10,077 shares; 2025Q4: 8,522 shares; 2026Q1: 8,087 shares; 2026Q2: 7,162 shares 7,162 $2.84M 0.65% -925 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,980 shares; 2024Q4: 9,618 shares; 2025Q1: 9,146 shares; 2025Q2: 12,079 shares; 2025Q3: 14,005 shares; 2025Q4: 11,449 shares; 2026Q1: 13,234 shares; 2026Q2: 11,686 shares 11,686 $2.79M 0.64% -1,548 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,681 shares; 2024Q4: 3,662 shares; 2025Q1: 1,557 shares; 2025Q2: 1,754 shares; 2025Q3: 6,325 shares; 2025Q4: 6,725 shares; 2026Q1: 5,495 shares; 2026Q2: 6,919 shares 6,919 $2.45M 0.56% +1,424 Timeline DFSD DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 40,188 shares; 2024Q4: 45,930 shares; 2025Q1: 51,616 shares; 2025Q2: 46,787 shares; 2025Q3: 41,513 shares; 2025Q4: 39,001 shares; 2026Q1: 39,449 shares; 2026Q2: 50,762 shares 50,762 $2.43M 0.56% +11,313 Timeline DISV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 49,164 shares; 2024Q4: 54,801 shares; 2025Q1: 61,107 shares; 2025Q2: 38,942 shares; 2025Q3: 41,361 shares; 2025Q4: 40,639 shares; 2026Q1: 42,659 shares; 2026Q2: 56,651 shares 56,651 $2.27M 0.52% +13,992 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,344 shares; 2024Q4: 10,353 shares; 2025Q1: 9,239 shares; 2025Q2: 6,757 shares; 2025Q3: 12,534 shares; 2025Q4: 15,585 shares; 2026Q1: 15,625 shares; 2026Q2: 14,193 shares 14,193 $2.23M 0.51% -1,432 Timeline DFSU DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 182,501 shares; 2024Q4: 178,385 shares; 2025Q1: 164,263 shares; 2025Q2: 96,191 shares; 2025Q3: 69,877 shares; 2025Q4: 53,953 shares; 2026Q1: 46,234 shares; 2026Q2: 45,900 shares 45,900 $2.14M 0.49% -334 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,858 shares; 2024Q4: 5,439 shares; 2025Q1: 5,959 shares; 2025Q2: 7,479 shares; 2025Q3: 6,333 shares; 2025Q4: 5,429 shares; 2026Q1: 4,745 shares; 2026Q2: 4,750 shares 4,750 $1.96M 0.45% +5 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 457 shares; 2024Q4: not reported; 2025Q1: 57 shares; 2025Q2: 1,470 shares; 2025Q3: 343 shares; 2025Q4: 206 shares; 2026Q1: 3,267 shares; 2026Q2: 2,921 shares 2,921 $1.87M 0.43% -346 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,352 shares; 2024Q4: 4,437 shares; 2025Q1: 4,239 shares; 2025Q2: 4,529 shares; 2025Q3: 4,355 shares; 2025Q4: 6,423 shares; 2026Q1: 5,781 shares; 2026Q2: 4,956 shares 4,956 $1.85M 0.42% -825 Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 705 shares; 2024Q4: 1,291 shares; 2025Q1: 6,779 shares; 2025Q2: 6,018 shares; 2025Q3: 5,992 shares; 2025Q4: 5,239 shares; 2026Q1: 5,413 shares; 2026Q2: 20,532 shares 20,532 $1.81M 0.41% +15,119 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,997 shares; 2024Q4: 2,100 shares; 2025Q1: 2,270 shares; 2025Q2: 2,995 shares; 2025Q3: 16,999 shares; 2025Q4: 2,884 shares; 2026Q1: 11,291 shares; 2026Q2: 12,537 shares 12,537 $1.75M 0.4% +1,246 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,746 shares; 2024Q4: 4,047 shares; 2025Q1: 3,709 shares; 2025Q2: 3,221 shares; 2025Q3: 3,169 shares; 2025Q4: 2,243 shares; 2026Q1: 2,281 shares; 2026Q2: 2,321 shares 2,321 $1.74M 0.4% +40 Timeline VUSB VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 47,953 shares; 2024Q4: 44,044 shares; 2025Q1: 42,340 shares; 2025Q2: 40,835 shares; 2025Q3: 39,549 shares; 2025Q4: 41,852 shares; 2026Q1: 39,752 shares; 2026Q2: 34,035 shares 34,035 $1.69M 0.39% -5,717 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,668 shares; 2024Q4: 8,452 shares; 2025Q1: 14,432 shares; 2025Q2: 11,938 shares; 2025Q3: 10,475 shares; 2025Q4: 8,543 shares; 2026Q1: 7,821 shares; 2026Q2: 7,143 shares 7,143 $1.69M 0.39% -678 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 323 shares; 2024Q4: 672 shares; 2025Q1: 324 shares; 2025Q2: 273 shares; 2025Q3: 484 shares; 2025Q4: 248 shares; 2026Q1: 248 shares; 2026Q2: 1,327 shares 1,327 $1.53M 0.35% +1,079 Timeline SNDK SANDISK CORP More: the full row for SANDISK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 660 shares 660 $1.5M 0.34% new Timeline IYF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,424 shares; 2026Q1: 4,891 shares; 2026Q2: 11,582 shares 11,582 $1.48M 0.34% +6,691 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,182 shares; 2024Q4: 11,202 shares; 2025Q1: 10,824 shares; 2025Q2: 10,659 shares; 2025Q3: 10,976 shares; 2025Q4: 10,956 shares; 2026Q1: 10,911 shares; 2026Q2: 9,844 shares 9,844 $1.44M 0.33% -1,067 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 146 shares; 2024Q4: 50 shares; 2025Q1: 342 shares; 2025Q2: 1,939 shares; 2025Q3: 1,335 shares; 2025Q4: 1,484 shares; 2026Q1: 1,423 shares; 2026Q2: 1,222 shares 1,222 $1.44M 0.33% -201 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,785 shares; 2024Q4: 9,289 shares; 2025Q1: 11,786 shares; 2025Q2: 11,511 shares; 2025Q3: 11,390 shares; 2025Q4: 11,856 shares; 2026Q1: 11,858 shares; 2026Q2: 11,852 shares 11,852 $1.34M 0.31% -6 Timeline CGDV CAPITAL GROUP DIVIDEND VALUE More: the full row for CAPITAL GROUP DIVIDEND VALUE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,390 shares; 2024Q4: 11,647 shares; 2025Q1: 11,687 shares; 2025Q2: 12,452 shares; 2025Q3: 19,742 shares; 2025Q4: 24,484 shares; 2026Q1: 26,029 shares; 2026Q2: 26,707 shares 26,707 $1.32M 0.3% +678 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,026 shares; 2024Q4: 39,789 shares; 2025Q1: 39,318 shares; 2025Q2: 38,725 shares; 2025Q3: 41,495 shares; 2025Q4: 41,506 shares; 2026Q1: 41,042 shares; 2026Q2: 38,055 shares 38,055 $1.29M 0.29% -2,987 Timeline TBIL RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,762 shares; 2024Q4: 21,280 shares; 2025Q1: 22,336 shares; 2025Q2: 21,494 shares; 2025Q3: 21,097 shares; 2025Q4: 24,781 shares; 2026Q1: 27,700 shares; 2026Q2: 25,826 shares 25,826 $1.29M 0.29% -1,874 Timeline DIHP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,112 shares; 2024Q4: 16,511 shares; 2025Q1: 7,980 shares; 2025Q2: 48,639 shares; 2025Q3: 44,019 shares; 2025Q4: 39,130 shares; 2026Q1: 39,376 shares; 2026Q2: 37,399 shares 37,399 $1.28M 0.29% -1,977 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,382 shares; 2024Q4: 1,391 shares; 2025Q1: 1,406 shares; 2025Q2: 1,259 shares; 2025Q3: 13,389 shares; 2025Q4: 23,371 shares; 2026Q1: 31,555 shares; 2026Q2: 24,505 shares 24,505 $1.23M 0.28% -7,050 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,971 shares; 2024Q4: 47,017 shares; 2025Q1: 45,244 shares; 2025Q2: 45,247 shares; 2025Q3: 45,247 shares; 2025Q4: 45,257 shares; 2026Q1: 42,857 shares; 2026Q2: 42,859 shares 42,859 $1.19M 0.27% +2 Timeline VGK VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,724 shares; 2025Q3: 16,610 shares; 2025Q4: 16,713 shares; 2026Q1: 15,074 shares; 2026Q2: 13,353 shares 13,353 $1.18M 0.27% -1,721 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,093 shares; 2024Q4: 37,812 shares; 2025Q1: 32,069 shares; 2025Q2: 31,947 shares; 2025Q3: 31,469 shares; 2025Q4: 30,889 shares; 2026Q1: 30,823 shares; 2026Q2: 31,141 shares 31,141 $1.13M 0.26% +318 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 676 shares; 2024Q4: 677 shares; 2025Q1: 678 shares; 2025Q2: 729 shares; 2025Q3: 741 shares; 2025Q4: 742 shares; 2026Q1: 745 shares; 2026Q2: 929 shares 929 $1.11M 0.25% +184 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,271 shares; 2024Q4: 3,273 shares; 2025Q1: 3,355 shares; 2025Q2: 8,229 shares; 2025Q3: 3,183 shares; 2025Q4: 5,484 shares; 2026Q1: 3,492 shares; 2026Q2: 3,762 shares 3,762 $1.06M 0.24% +270 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 629 shares; 2024Q4: 634 shares; 2025Q1: 627 shares; 2025Q2: 5 shares; 2025Q3: 17,484 shares; 2025Q4: 15,673 shares; 2026Q1: 17,814 shares; 2026Q2: 14,344 shares 14,344 $1.05M 0.24% -3,470 Timeline MOAT VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,301 shares; 2024Q4: 11,849 shares; 2025Q1: 10,007 shares; 2025Q2: 9,974 shares; 2025Q3: 9,967 shares; 2025Q4: 9,980 shares; 2026Q1: 9,964 shares; 2026Q2: 10,058 shares 10,058 $1.05M 0.24% +94 Timeline TLH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 48,873 shares; 2024Q4: 10,262 shares; 2025Q1: 41,523 shares; 2025Q2: 25,643 shares; 2025Q3: 21,703 shares; 2025Q4: 14,409 shares; 2026Q1: 13,703 shares; 2026Q2: 10,341 shares 10,341 $1.04M 0.24% -3,362 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 720 shares; 2024Q4: 717 shares; 2025Q1: 709 shares; 2025Q2: 710 shares; 2025Q3: 711 shares; 2025Q4: 713 shares; 2026Q1: 714 shares; 2026Q2: 715 shares 715 $972K 0.22% +1 Timeline DFAR DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 93,684 shares; 2024Q4: 105,431 shares; 2025Q1: 107,620 shares; 2025Q2: 49,676 shares; 2025Q3: 41,549 shares; 2025Q4: 34,522 shares; 2026Q1: 35,089 shares; 2026Q2: 35,041 shares 35,041 $917K 0.21% -48 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,589 shares; 2025Q3: 7,499 shares; 2025Q4: 4,623 shares; 2026Q1: 4,657 shares; 2026Q2: 6,490 shares 6,490 $854K 0.2% +1,833 Timeline CRH CRH PLC More: the full row for CRH PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,960 shares; 2024Q4: not reported; 2025Q1: 7,960 shares; 2025Q2: 7,960 shares; 2025Q3: 7,960 shares; 2025Q4: 7,960 shares; 2026Q1: 7,960 shares; 2026Q2: 7,960 shares 7,960 $852K 0.19% 0 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 230 shares; 2024Q4: 230 shares; 2025Q1: 506 shares; 2025Q2: 25 shares; 2025Q3: 1,117 shares; 2025Q4: 698 shares; 2026Q1: 607 shares; 2026Q2: 2,222 shares 2,222 $840K 0.19% +1,615 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,993 shares; 2024Q4: 10,177 shares; 2025Q1: 9,959 shares; 2025Q2: 10,194 shares; 2025Q3: 10,227 shares; 2025Q4: 12,319 shares; 2026Q1: 12,219 shares; 2026Q2: 10,252 shares 10,252 $833K 0.19% -1,967 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,814 shares; 2024Q4: 3,788 shares; 2025Q1: 3,778 shares; 2025Q2: 3,212 shares; 2025Q3: 3,106 shares; 2025Q4: 3,914 shares; 2026Q1: 3,075 shares; 2026Q2: 3,069 shares 3,069 $830K 0.19% -6 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 43,999 shares; 2024Q4: 69,218 shares; 2025Q1: 25,216 shares; 2025Q2: 16,899 shares; 2025Q3: 14,533 shares; 2025Q4: 9,756 shares; 2026Q1: 9,349 shares; 2026Q2: 10,407 shares 10,407 $822K 0.19% +1,058 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,925 shares; 2024Q4: 2,000 shares; 2025Q1: 2,319 shares; 2025Q2: 1,740 shares; 2025Q3: 1,652 shares; 2025Q4: 1,653 shares; 2026Q1: 1,633 shares; 2026Q2: 2,497 shares 2,497 $817K 0.19% +864 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 330 shares; 2024Q4: 378 shares; 2025Q1: 384 shares; 2025Q2: 486 shares; 2025Q3: 168 shares; 2025Q4: 667 shares; 2026Q1: 736 shares; 2026Q2: 764 shares 764 $814K 0.19% +28 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,380 shares; 2024Q4: 1,493 shares; 2025Q1: 1,092 shares; 2025Q2: 1,973 shares; 2025Q3: 1,782 shares; 2025Q4: 1,490 shares; 2026Q1: 1,431 shares; 2026Q2: 1,352 shares 1,352 $761K 0.17% -79 Timeline WTFC WINTRUST FINL CORP More: the full row for WINTRUST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,129 shares; 2024Q4: 4,129 shares; 2025Q1: not reported; 2025Q2: 4,546 shares; 2025Q3: 4,546 shares; 2025Q4: 4,546 shares; 2026Q1: 4,546 shares; 2026Q2: 4,546 shares 4,546 $731K 0.17% 0 Timeline MGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 215 shares; 2025Q2: 4,720 shares; 2025Q3: 4,743 shares; 2025Q4: 4,694 shares; 2026Q1: 4,721 shares; 2026Q2: 4,255 shares 4,255 $695K 0.16% -466 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,112 shares; 2024Q4: 4,874 shares; 2025Q1: 4,830 shares; 2025Q2: 4,691 shares; 2025Q3: 4,745 shares; 2025Q4: 5,885 shares; 2026Q1: 6,183 shares; 2026Q2: 5,055 shares 5,055 $691K 0.16% -1,128 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,079 shares; 2024Q4: 4,079 shares; 2025Q1: 2,879 shares; 2025Q2: 2,879 shares; 2025Q3: 2,879 shares; 2025Q4: 6,258 shares; 2026Q1: 6,784 shares; 2026Q2: 7,263 shares 7,263 $666K 0.15% +479 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 495 shares; 2024Q4: 383 shares; 2025Q1: 385 shares; 2025Q2: 387 shares; 2025Q3: 488 shares; 2025Q4: 490 shares; 2026Q1: 3,955 shares; 2026Q2: 2,530 shares 2,530 $646K 0.15% -1,425 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 632 shares; 2024Q4: 811 shares; 2025Q1: 681 shares; 2025Q2: 660 shares; 2025Q3: 753 shares; 2025Q4: 877 shares; 2026Q1: 886 shares; 2026Q2: 862 shares 862 $644K 0.15% -24 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 901 shares; 2024Q4: 670 shares; 2025Q1: 1,070 shares; 2025Q2: 2,579 shares; 2025Q3: 2,024 shares; 2025Q4: 2,327 shares; 2026Q1: 3,566 shares; 2026Q2: 1,686 shares 1,686 $630K 0.14% -1,880 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,091 shares; 2024Q4: 4,025 shares; 2025Q1: 1,729 shares; 2025Q2: 1,970 shares; 2025Q3: 2,028 shares; 2025Q4: 1,938 shares; 2026Q1: 1,965 shares; 2026Q2: 1,675 shares 1,675 $598K 0.14% -290 Timeline ZS ZSCALER INC More: the full row for ZSCALER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,118 shares 4,118 $581K 0.13% new Timeline DFAE DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,980 shares; 2024Q4: 7,282 shares; 2025Q1: 13,230 shares; 2025Q2: 4,866 shares; 2025Q3: 21,067 shares; 2025Q4: 15,366 shares; 2026Q1: 17,282 shares; 2026Q2: 14,440 shares 14,440 $581K 0.13% -2,842 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,938 shares; 2024Q4: 623 shares; 2025Q1: 3,179 shares; 2025Q2: 10,798 shares; 2025Q3: 13,819 shares; 2025Q4: 7,476 shares; 2026Q1: 6,881 shares; 2026Q2: 4,941 shares 4,941 $576K 0.13% -1,940 Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,905 shares; 2024Q4: 6,344 shares; 2025Q1: 6,450 shares; 2025Q2: 6,209 shares; 2025Q3: 6,909 shares; 2025Q4: 7,206 shares; 2026Q1: 8,506 shares; 2026Q2: 7,606 shares 7,606 $574K 0.13% -900 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 541 shares; 2024Q4: 752 shares; 2025Q1: 1,850 shares; 2025Q2: 2,868 shares; 2025Q3: 2,828 shares; 2025Q4: 1,617 shares; 2026Q1: 1,541 shares; 2026Q2: 1,543 shares 1,543 $564K 0.13% +2 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,056 shares; 2024Q4: 1,056 shares; 2025Q1: 1,056 shares; 2025Q2: 1,056 shares; 2025Q3: 1,056 shares; 2025Q4: 1,166 shares; 2026Q1: 1,166 shares; 2026Q2: 1,058 shares 1,058 $549K 0.13% -108 Timeline DFIC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 37,866 shares; 2025Q3: 40,794 shares; 2025Q4: 15,897 shares; 2026Q1: 17,842 shares; 2026Q2: 13,836 shares 13,836 $516K 0.12% -4,006 Timeline ONB OLD NATL BANCORP IND More: the full row for OLD NATL BANCORP IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,253 shares; 2024Q4: 24,867 shares; 2025Q1: 24,881 shares; 2025Q2: 24,896 shares; 2025Q3: 20,841 shares; 2025Q4: 20,847 shares; 2026Q1: 18,731 shares; 2026Q2: 18,731 shares 18,731 $485K 0.11% 0 Timeline ARM ARM HOLDINGS PLC More: the full row for ARM HOLDINGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 99 shares; 2024Q4: 1,522 shares; 2025Q1: 84 shares; 2025Q2: 84 shares; 2025Q3: 284 shares; 2025Q4: 627 shares; 2026Q1: 627 shares; 2026Q2: 1,338 shares 1,338 $474K 0.11% +711 Timeline AZN ASTRAZENECA PLC More: the full row for ASTRAZENECA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,288 shares; 2026Q2: 2,288 shares 2,288 $434K 0.1% 0 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 998 shares 998 $432K 0.1% new Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 296 shares; 2024Q4: 210 shares; 2025Q1: 312 shares; 2025Q2: 968 shares; 2025Q3: 975 shares; 2025Q4: 631 shares; 2026Q1: 633 shares; 2026Q2: 580 shares 580 $427K 0.1% -53 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,245 shares; 2024Q4: 3,260 shares; 2025Q1: 3,578 shares; 2025Q2: 2,343 shares; 2025Q3: 2,348 shares; 2025Q4: 4,432 shares; 2026Q1: 2,744 shares; 2026Q2: 2,519 shares 2,519 $418K 0.1% -225 Timeline CGMS CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,800 shares; 2024Q4: 2,707 shares; 2025Q1: 6,472 shares; 2025Q2: 6,472 shares; 2025Q3: 11,972 shares; 2025Q4: 15,087 shares; 2026Q1: 15,087 shares; 2026Q2: 15,087 shares 15,087 $412K 0.09% 0 Timeline VSS VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,247 shares; 2025Q4: 2,594 shares; 2026Q1: 2,594 shares; 2026Q2: 2,609 shares 2,609 $403K 0.09% +15 Timeline DGCB DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,513 shares; 2024Q4: 32,540 shares; 2025Q1: 13,589 shares; 2025Q2: 9,562 shares; 2025Q3: 9,144 shares; 2025Q4: 7,455 shares; 2026Q1: 7,374 shares; 2026Q2: 7,124 shares 7,124 $389K 0.09% -250 Timeline DFIP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,281 shares; 2024Q4: 3,267 shares; 2025Q1: 813 shares; 2025Q2: 5,710 shares; 2025Q3: 9,338 shares; 2025Q4: 9,473 shares; 2026Q1: 9,970 shares; 2026Q2: 9,040 shares 9,040 $373K 0.09% -930 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,173 shares; 2024Q4: 2,174 shares; 2025Q1: 2,176 shares; 2025Q2: 2,383 shares; 2025Q3: 2,385 shares; 2025Q4: 2,888 shares; 2026Q1: 2,894 shares; 2026Q2: 2,899 shares 2,899 $373K 0.09% +5 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 66 shares; 2024Q4: 66 shares; 2025Q1: 66 shares; 2025Q2: 66 shares; 2025Q3: 1,223 shares; 2025Q4: 86 shares; 2026Q1: 36 shares; 2026Q2: 2,533 shares 2,533 $371K 0.08% +2,497 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 511 shares 511 $369K 0.08% new Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 447 shares; 2024Q4: 447 shares; 2025Q1: 447 shares; 2025Q2: 692 shares; 2025Q3: 792 shares; 2025Q4: 3,544 shares; 2026Q1: 798 shares; 2026Q2: 3,138 shares 3,138 $369K 0.08% +2,340 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 600 shares; 2024Q4: 600 shares; 2025Q1: 600 shares; 2025Q2: 625 shares; 2025Q3: 600 shares; 2025Q4: 600 shares; 2026Q1: 1,601 shares; 2026Q2: 1,235 shares 1,235 $368K 0.08% -366 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,004 shares; 2024Q4: 204 shares; 2025Q1: 300 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 502 shares; 2026Q1: 251 shares; 2026Q2: 766 shares 766 $366K 0.08% +515 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,013 shares; 2024Q4: 7,380 shares; 2025Q1: 3,853 shares; 2025Q2: 3,674 shares; 2025Q3: 3,674 shares; 2025Q4: 3,674 shares; 2026Q1: 3,674 shares; 2026Q2: 3,674 shares 3,674 $364K 0.08% 0 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,948 shares; 2024Q4: 4,837 shares; 2025Q1: 3,890 shares; 2025Q2: 3,561 shares; 2025Q3: 3,472 shares; 2025Q4: 3,473 shares; 2026Q1: 3,475 shares; 2026Q2: 3,379 shares 3,379 $363K 0.08% -96 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,647 shares; 2024Q4: 42,936 shares; 2025Q1: 11,025 shares; 2025Q2: 4,754 shares; 2025Q3: 3,570 shares; 2025Q4: 3,613 shares; 2026Q1: 3,623 shares; 2026Q2: 3,658 shares 3,658 $349K 0.08% +35 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 86 shares; 2024Q4: 141 shares; 2025Q1: 224 shares; 2025Q2: 224 shares; 2025Q3: 249 shares; 2025Q4: 1,833 shares; 2026Q1: 514 shares; 2026Q2: 1,014 shares 1,014 $346K 0.08% +500 Timeline SCHM SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,615 shares; 2024Q4: 10,750 shares; 2025Q1: 10,549 shares; 2025Q2: 10,248 shares; 2025Q3: 9,780 shares; 2025Q4: 9,336 shares; 2026Q1: 9,342 shares; 2026Q2: 9,349 shares 9,349 $345K 0.08% +7 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 535 shares; 2024Q4: 809 shares; 2025Q1: 1,529 shares; 2025Q2: 1,716 shares; 2025Q3: 1,717 shares; 2025Q4: 1,468 shares; 2026Q1: 1,331 shares; 2026Q2: 1,381 shares 1,381 $343K 0.08% +50 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 230 shares; 2024Q4: 226 shares; 2025Q1: 233 shares; 2025Q2: 234 shares; 2025Q3: 235 shares; 2025Q4: 336 shares; 2026Q1: 337 shares; 2026Q2: 338 shares 338 $342K 0.08% +1 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 729 shares; 2024Q4: 729 shares; 2025Q1: 729 shares; 2025Q2: 4,563 shares; 2025Q3: 3,352 shares; 2025Q4: 1,618 shares; 2026Q1: 1,380 shares; 2026Q2: 1,142 shares 1,142 $341K 0.08% -238 Timeline IEZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,681 shares; 2026Q1: 14,891 shares; 2026Q2: 12,449 shares 12,449 $335K 0.08% -2,442 Timeline IHI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,295 shares; 2024Q4: 7,266 shares; 2025Q1: 6,436 shares; 2025Q2: 6,503 shares; 2025Q3: 6,829 shares; 2025Q4: 6,826 shares; 2026Q1: 6,765 shares; 2026Q2: 6,623 shares 6,623 $327K 0.07% -142 Timeline DFNM DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,091 shares; 2024Q4: 33,600 shares; 2025Q1: 28,711 shares; 2025Q2: 10,909 shares; 2025Q3: 7,164 shares; 2025Q4: 6,980 shares; 2026Q1: 6,936 shares; 2026Q2: 6,627 shares 6,627 $320K 0.07% -309 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 150 shares; 2025Q2: 700 shares; 2025Q3: 150 shares; 2025Q4: 150 shares; 2026Q1: 200 shares; 2026Q2: 700 shares 700 $302K 0.07% +500 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 484 shares; 2024Q4: 1,369 shares; 2025Q1: 423 shares; 2025Q2: 50 shares; 2025Q3: 150 shares; 2025Q4: 150 shares; 2026Q1: 150 shares; 2026Q2: 1,011 shares 1,011 $301K 0.07% +861 Timeline VOX VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,333 shares; 2025Q3: 4,580 shares; 2025Q4: 2,070 shares; 2026Q1: 1,857 shares; 2026Q2: 1,613 shares 1,613 $297K 0.07% -244 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,704 shares; 2024Q4: 3,693 shares; 2025Q1: 3,714 shares; 2025Q2: 3,720 shares; 2025Q3: 3,725 shares; 2025Q4: 4,731 shares; 2026Q1: 4,762 shares; 2026Q2: 4,816 shares 4,816 $279K 0.06% +54 Timeline ON ON SEMICONDUCTOR CORP More: the full row for ON SEMICONDUCTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,830 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,618 shares; 2026Q2: 2,943 shares 2,943 $278K 0.06% +325 Timeline LUV SOUTHWEST AIRLS CO More: the full row for SOUTHWEST AIRLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,346 shares; 2024Q4: 2,344 shares; 2025Q1: 5,300 shares; 2025Q2: 5,220 shares; 2025Q3: 5,275 shares; 2025Q4: 7,275 shares; 2026Q1: 5,344 shares; 2026Q2: 5,377 shares 5,377 $276K 0.06% +33 Timeline CRDO CREDO TECHNOLOGY GROUP HOLDI More: the full row for CREDO TECHNOLOGY GROUP HOLDI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 500 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 969 shares 969 $264K 0.06% 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; 2024Q3: 1,127 shares; 2024Q4: 1,097 shares; 2025Q1: 1,153 shares; 2025Q2: 1,163 shares; 2025Q3: 1,172 shares; 2025Q4: 1,413 shares; 2026Q1: 1,424 shares; 2026Q2: 1,450 shares 1,450 $262K 0.06% +26 Timeline FLEX FLEX LTD More: the full row for FLEX LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 70 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,600 shares 1,600 $259K 0.06% new Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 36 shares; 2025Q2: 36 shares; 2025Q3: 690 shares; 2025Q4: 691 shares; 2026Q1: 693 shares; 2026Q2: 694 shares 694 $254K 0.06% +1 Timeline FIX COMFORT SYS USA INC More: the full row for COMFORT SYS USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1 shares; 2026Q2: 127 shares 127 $252K 0.06% +126 Timeline PPA INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 859 shares; 2024Q4: 859 shares; 2025Q1: 785 shares; 2025Q2: 785 shares; 2025Q3: 785 shares; 2025Q4: 885 shares; 2026Q1: 1,198 shares; 2026Q2: 1,398 shares 1,398 $247K 0.06% +200 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,193 shares; 2024Q4: 4,134 shares; 2025Q1: 4,250 shares; 2025Q2: 4,061 shares; 2025Q3: 4,087 shares; 2025Q4: 3,615 shares; 2026Q1: 3,643 shares; 2026Q2: 3,402 shares 3,402 $245K 0.06% -241 Timeline DFVX DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,676 shares; 2024Q4: 5,446 shares; 2025Q1: 16,783 shares; 2025Q2: 5,852 shares; 2025Q3: 4,242 shares; 2025Q4: 2,949 shares; 2026Q1: 2,959 shares; 2026Q2: 2,967 shares 2,967 $244K 0.06% +8 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,951 shares; 2024Q4: 1,932 shares; 2025Q1: 1,968 shares; 2025Q2: 1,975 shares; 2025Q3: 1,983 shares; 2025Q4: 1,992 shares; 2026Q1: 1,914 shares; 2026Q2: 1,921 shares 1,921 $243K 0.06% +7 Timeline IRM IRON MTN INC DEL More: the full row for IRON MTN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 200 shares; 2024Q4: 200 shares; 2025Q1: 2,763 shares; 2025Q2: 1,923 shares; 2025Q3: 1,923 shares; 2025Q4: 1,923 shares; 2026Q1: 1,923 shares; 2026Q2: 1,923 shares 1,923 $243K 0.06% 0 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 245 shares 245 $236K 0.05% new Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 323 shares; 2024Q4: 324 shares; 2025Q1: 326 shares; 2025Q2: 328 shares; 2025Q3: 329 shares; 2025Q4: 331 shares; 2026Q1: 332 shares; 2026Q2: 1,057 shares 1,057 $233K 0.05% +725 Timeline HPE HEWLETT PACKARD ENTERPRISE C More: the full row for HEWLETT PACKARD ENTERPRISE C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 146 shares; 2025Q2: 100 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,080 shares 5,080 $229K 0.05% new Timeline STZ CONSTELLATION BRANDS INC More: the full row for CONSTELLATION BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,158 shares; 2024Q4: 1,116 shares; 2025Q1: 1,061 shares; 2025Q2: 1,051 shares; 2025Q3: 1,344 shares; 2025Q4: 1,653 shares; 2026Q1: 1,661 shares; 2026Q2: 1,616 shares 1,616 $225K 0.05% -45 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 514 shares; 2024Q4: 160 shares; 2025Q1: 164 shares; 2025Q2: 177 shares; 2025Q3: 199 shares; 2025Q4: 214 shares; 2026Q1: 789 shares; 2026Q2: 289 shares 289 $221K 0.05% -500 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,777 shares; 2024Q4: 1,290 shares; 2025Q1: 1,545 shares; 2025Q2: 1,413 shares; 2025Q3: 1,400 shares; 2025Q4: 817 shares; 2026Q1: 827 shares; 2026Q2: 854 shares 854 $217K 0.05% +27 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,314 shares; 2024Q4: 1,273 shares; 2025Q1: 5,120 shares; 2025Q2: 5,132 shares; 2025Q3: 4,027 shares; 2025Q4: 4,597 shares; 2026Q1: 4,598 shares; 2026Q2: 4,600 shares 4,600 $214K 0.05% +2 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 129 shares; 2024Q4: 126 shares; 2025Q1: 130 shares; 2025Q2: 131 shares; 2025Q3: 132 shares; 2025Q4: 133 shares; 2026Q1: 135 shares; 2026Q2: 598 shares 598 $211K 0.05% +463 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,455 shares; 2024Q4: 4,032 shares; 2025Q1: 3,496 shares; 2025Q2: 1,750 shares; 2025Q3: 1,677 shares; 2025Q4: 1,691 shares; 2026Q1: 1,699 shares; 2026Q2: 1,976 shares 1,976 $211K 0.05% +277 Timeline JXI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,443 shares; 2024Q4: 2,264 shares; 2025Q1: 2,264 shares; 2025Q2: 2,365 shares; 2025Q3: 2,365 shares; 2025Q4: 2,366 shares; 2026Q1: 2,366 shares; 2026Q2: 2,367 shares 2,367 $201K 0.05% +1 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 526 shares; 2024Q4: 523 shares; 2025Q1: 528 shares; 2025Q2: 530 shares; 2025Q3: 531 shares; 2025Q4: 532 shares; 2026Q1: 533 shares; 2026Q2: 534 shares 534 $198K 0.05% +1 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 667 shares; 2024Q4: 607 shares; 2025Q1: 615 shares; 2025Q2: 661 shares; 2025Q3: 663 shares; 2025Q4: 566 shares; 2026Q1: 568 shares; 2026Q2: 570 shares 570 $196K 0.04% +2 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 588 shares; 2024Q4: 584 shares; 2025Q1: 591 shares; 2025Q2: 1,999 shares; 2025Q3: 573 shares; 2025Q4: 711 shares; 2026Q1: 576 shares; 2026Q2: 579 shares 579 $196K 0.04% +3 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 210 shares; 2024Q4: 210 shares; 2025Q1: 211 shares; 2025Q2: 211 shares; 2025Q3: 604 shares; 2025Q4: 709 shares; 2026Q1: 900 shares; 2026Q2: 375 shares 375 $191K 0.04% -525 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,331 shares; 2024Q4: 8,712 shares; 2025Q1: 8,630 shares; 2025Q2: 7,775 shares; 2025Q3: 7,795 shares; 2025Q4: 8,914 shares; 2026Q1: 10,204 shares; 2026Q2: 9,080 shares 9,080 $188K 0.04% -1,124 Timeline SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,521 shares; 2024Q4: 7,169 shares; 2025Q1: 6,425 shares; 2025Q2: 5,954 shares; 2025Q3: 5,492 shares; 2025Q4: 5,499 shares; 2026Q1: 5,504 shares; 2026Q2: 5,326 shares 5,326 $185K 0.04% -178 Timeline SPCX SPACE EXPLORATION TECHN CORP More: the full row for SPACE EXPLORATION TECHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,060 shares 1,060 $181K 0.04% new Timeline VNQI VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,212 shares; 2025Q3: 3,802 shares; 2025Q4: 3,981 shares; 2026Q1: 3,981 shares; 2026Q2: 3,981 shares 3,981 $179K 0.04% 0 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 840 shares; 2024Q4: 845 shares; 2025Q1: 850 shares; 2025Q2: 857 shares; 2025Q3: 862 shares; 2025Q4: 868 shares; 2026Q1: 1,487 shares; 2026Q2: 1,512 shares 1,512 $177K 0.04% +25 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,713 shares; 2024Q4: 4,757 shares; 2025Q1: 4,751 shares; 2025Q2: 4,769 shares; 2025Q3: 4,789 shares; 2025Q4: 4,609 shares; 2026Q1: 4,625 shares; 2026Q2: 3,636 shares 3,636 $173K 0.04% -989 Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,521 shares; 2024Q4: 1,521 shares; 2025Q1: 1,521 shares; 2025Q2: 2,176 shares; 2025Q3: 2,183 shares; 2025Q4: 2,192 shares; 2026Q1: 2,196 shares; 2026Q2: 2,204 shares 2,204 $169K 0.04% +8 Timeline STRL STERLING INFRASTRUCTURE INC More: the full row for STERLING INFRASTRUCTURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 200 shares; 2026Q1: 200 shares; 2026Q2: 200 shares 200 $168K 0.04% 0 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,035 shares; 2024Q4: 14,662 shares; 2025Q1: 18,759 shares; 2025Q2: 7,069 shares; 2025Q3: 4,014 shares; 2025Q4: 2,058 shares; 2026Q1: 2,446 shares; 2026Q2: 1,898 shares 1,898 $164K 0.04% -548 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,488 shares; 2024Q4: 3,401 shares; 2025Q1: 2,010 shares; 2025Q2: 2,685 shares; 2025Q3: 1,694 shares; 2025Q4: 7,062 shares; 2026Q1: 3,698 shares; 2026Q2: 1,698 shares 1,698 $163K 0.04% -2,000 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 38 shares; 2026Q1: 38 shares; 2026Q2: 1,298 shares 1,298 $161K 0.04% +1,260 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 52 shares; 2024Q4: 86 shares; 2025Q1: 76 shares; 2025Q2: 1,242 shares; 2025Q3: 464 shares; 2025Q4: 465 shares; 2026Q1: 465 shares; 2026Q2: 466 shares 466 $160K 0.04% +1 Timeline NBIG THEMES ETF TR More: the full row for THEMES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 0 shares; 2026Q2: 4,000 shares 4,000 $159K 0.04% +4,000 Timeline DFMC DFA INVT DIMENSIONS GROUP IN More: the full row for DFA INVT DIMENSIONS GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,579 shares 2,579 $157K 0.04% new Timeline DEM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,900 shares; 2024Q4: 2,900 shares; 2025Q1: 2,900 shares; 2025Q2: 2,900 shares; 2025Q3: 2,900 shares; 2025Q4: 2,900 shares; 2026Q1: 2,900 shares; 2026Q2: 2,900 shares 2,900 $156K 0.04% 0 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 222 shares; 2024Q4: 224 shares; 2025Q1: 224 shares; 2025Q2: 224 shares; 2025Q3: 901 shares; 2025Q4: 917 shares; 2026Q1: 917 shares; 2026Q2: 2,609 shares 2,609 $156K 0.04% +1,692 Timeline VTES VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 216 shares; 2026Q1: 1,953 shares; 2026Q2: 1,472 shares 1,472 $149K 0.03% -481 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 180 shares; 2024Q4: 180 shares; 2025Q1: 180 shares; 2025Q2: 658 shares; 2025Q3: 658 shares; 2025Q4: 683 shares; 2026Q1: 658 shares; 2026Q2: 658 shares 658 $147K 0.03% 0 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 322 shares; 2024Q4: 758 shares; 2025Q1: 368 shares; 2025Q2: 351 shares; 2025Q3: 351 shares; 2025Q4: 379 shares; 2026Q1: 358 shares; 2026Q2: 384 shares 384 $142K 0.03% +26 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 821 shares; 2026Q1: 2,900 shares; 2026Q2: 2,921 shares 2,921 $141K 0.03% +21 Timeline AEM AGNICO EAGLE MINES LTD More: the full row for AGNICO EAGLE MINES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 900 shares; 2026Q1: 900 shares; 2026Q2: 900 shares 900 $140K 0.03% 0 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,240 shares; 2026Q2: 1,240 shares 1,240 $137K 0.03% 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 400 shares; 2026Q1: 400 shares; 2026Q2: 400 shares 400 $136K 0.03% 0 Timeline NBIS NEBIUS GROUP N.V. More: the full row for NEBIUS GROUP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 50 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 0 shares; 2026Q2: 486 shares 486 $134K 0.03% +486 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,461 shares; 2024Q4: 31,003 shares; 2025Q1: 24,296 shares; 2025Q2: 6,397 shares; 2025Q3: 4,533 shares; 2025Q4: 2,670 shares; 2026Q1: 3,666 shares; 2026Q2: 2,648 shares 2,648 $134K 0.03% -1,018 Timeline COHR COHERENT CORP More: the full row for COHERENT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 392 shares; 2026Q2: 337 shares 337 $133K 0.03% -55 Timeline CGBL CAPITAL GROUP CORE BALANCED More: the full row for CAPITAL GROUP CORE BALANCED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,437 shares; 2025Q2: 2,437 shares; 2025Q3: 2,437 shares; 2025Q4: 2,437 shares; 2026Q1: 3,437 shares; 2026Q2: 3,437 shares 3,437 $130K 0.03% 0 Timeline XME SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 513 shares; 2024Q4: 510 shares; 2025Q1: 514 shares; 2025Q2: 515 shares; 2025Q3: 515 shares; 2025Q4: 1,120 shares; 2026Q1: 1,196 shares; 2026Q2: 1,198 shares 1,198 $128K 0.03% +2 Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,231 shares; 2024Q4: 2,191 shares; 2025Q1: 2,191 shares; 2025Q2: 2,241 shares; 2025Q3: 2,242 shares; 2025Q4: 2,243 shares; 2026Q1: 2,243 shares; 2026Q2: 2,244 shares 2,244 $126K 0.03% +1 Timeline SSO PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 0 shares; 2025Q1: 1,820 shares; 2025Q2: 420 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,865 shares 1,865 $126K 0.03% new Timeline APO APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,001 shares; 2026Q2: 1,039 shares 1,039 $123K 0.03% +38 Timeline BKR BAKER HUGHES COMPANY More: the full row for BAKER HUGHES COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 175 shares; 2024Q4: 175 shares; 2025Q1: 175 shares; 2025Q2: 175 shares; 2025Q3: 175 shares; 2025Q4: 2,175 shares; 2026Q1: 3,944 shares; 2026Q2: 2,182 shares 2,182 $121K 0.03% -1,762 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,897 shares; 2024Q4: 2,944 shares; 2025Q1: 2,939 shares; 2025Q2: 2,202 shares; 2025Q3: 2,218 shares; 2025Q4: 2,234 shares; 2026Q1: 2,260 shares; 2026Q2: 1,372 shares 1,372 $120K 0.03% -888 Timeline CRWV COREWEAVE INC More: the full row for COREWEAVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,265 shares; 2025Q2: 6,802 shares; 2025Q3: 4,108 shares; 2025Q4: 910 shares; 2026Q1: 985 shares; 2026Q2: 1,202 shares 1,202 $120K 0.03% +217 Timeline SCHY SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,037 shares; 2024Q4: 32,824 shares; 2025Q1: 4,292 shares; 2025Q2: 2,035 shares; 2025Q3: 1,213 shares; 2025Q4: 2,373 shares; 2026Q1: 2,387 shares; 2026Q2: 3,767 shares 3,767 $120K 0.03% +1,380 Timeline FSLY FASTLY INC More: the full row for FASTLY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 50 shares; 2024Q4: 50 shares; 2025Q1: 50 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,501 shares; 2026Q2: 6,501 shares 6,501 $119K 0.03% -4,000 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,270 shares; 2024Q4: 3,126 shares; 2025Q1: 3,215 shares; 2025Q2: 2,539 shares; 2025Q3: 2,546 shares; 2025Q4: 2,765 shares; 2026Q1: 3,016 shares; 2026Q2: 2,775 shares 2,775 $118K 0.03% -241 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,188 shares; 2024Q4: 929 shares; 2025Q1: 952 shares; 2025Q2: 963 shares; 2025Q3: 976 shares; 2025Q4: 1,988 shares; 2026Q1: 2,009 shares; 2026Q2: 2,031 shares 2,031 $117K 0.03% +22 Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,221 shares; 2024Q4: 1,221 shares; 2025Q1: 1,221 shares; 2025Q2: 1,221 shares; 2025Q3: 1,221 shares; 2025Q4: 1,221 shares; 2026Q1: 1,221 shares; 2026Q2: 1,221 shares 1,221 $117K 0.03% 0 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 312 shares; 2024Q4: 415 shares; 2025Q1: 384 shares; 2025Q2: 385 shares; 2025Q3: 1,525 shares; 2025Q4: 2,062 shares; 2026Q1: 1,881 shares; 2026Q2: 614 shares 614 $116K 0.03% -1,267 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 15 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,000 shares; 2026Q2: 2,500 shares 2,500 $116K 0.03% -2,500 Timeline CIFR CIPHER DIGITAL INC More: the full row for CIPHER DIGITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 553 shares; 2026Q1: 553 shares; 2026Q2: 4,571 shares 4,571 $112K 0.03% +4,018 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 500 shares; 2026Q1: 500 shares; 2026Q2: 500 shares 500 $111K 0.03% 0 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,222 shares; 2024Q4: 6,699 shares; 2025Q1: 4,300 shares; 2025Q2: 4,039 shares; 2025Q3: 4,521 shares; 2025Q4: 4,857 shares; 2026Q1: 4,510 shares; 2026Q2: 4,555 shares 4,555 $110K 0.03% +45 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,316 shares; 2024Q4: 1,316 shares; 2025Q1: 1,316 shares; 2025Q2: 1,316 shares; 2025Q3: 1,316 shares; 2025Q4: 1,316 shares; 2026Q1: 1,316 shares; 2026Q2: 1,316 shares 1,316 $107K 0.02% 0 Timeline UAL UNITED AIRLS HLDGS INC More: the full row for UNITED AIRLS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 402 shares; 2024Q4: 402 shares; 2025Q1: 402 shares; 2025Q2: 579 shares; 2025Q3: 579 shares; 2025Q4: 579 shares; 2026Q1: 579 shares; 2026Q2: 772 shares 772 $105K 0.02% +193 Timeline SPPP SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,858 shares; 2024Q4: 1,858 shares; 2025Q1: 1,858 shares; 2025Q2: 1,858 shares; 2025Q3: not reported; 2025Q4: 8,327 shares; 2026Q1: 13,702 shares; 2026Q2: 8,333 shares 8,333 $104K 0.02% -5,369 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; 2024Q3: 54 shares; 2024Q4: 54 shares; 2025Q1: 54 shares; 2025Q2: 540 shares; 2025Q3: 540 shares; 2025Q4: 540 shares; 2026Q1: 540 shares; 2026Q2: 540 shares 540 $103K 0.02% 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,987 shares; 2025Q4: 6,473 shares; 2026Q1: 6,441 shares; 2026Q2: 424 shares 424 $103K 0.02% -6,017 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,099 shares; 2024Q4: 2,099 shares; 2025Q1: 2,099 shares; 2025Q2: 1,412 shares; 2025Q3: 1,362 shares; 2025Q4: 1,314 shares; 2026Q1: 1,314 shares; 2026Q2: 1,314 shares 1,314 $103K 0.02% 0 Timeline UYG PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,200 shares; 2024Q4: 1,200 shares; 2025Q1: 1,200 shares; 2025Q2: 1,200 shares; 2025Q3: 1,200 shares; 2025Q4: 1,200 shares; 2026Q1: 1,200 shares; 2026Q2: 1,200 shares 1,200 $103K 0.02% 0 Timeline DCOR DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,217 shares; 2026Q2: 1,221 shares 1,221 $100K 0.02% -996 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 671 shares; 2024Q4: 683 shares; 2025Q1: 701 shares; 2025Q2: 701 shares; 2025Q3: 701 shares; 2025Q4: 720 shares; 2026Q1: 722 shares; 2026Q2: 737 shares 737 $99.8K 0.02% +15 Timeline CGDG CAPITAL GROUP DIVIDEND GROWE More: the full row for CAPITAL GROUP DIVIDEND GROWE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,168 shares; 2024Q4: 1,168 shares; 2025Q1: 1,488 shares; 2025Q2: 1,648 shares; 2025Q3: 2,238 shares; 2025Q4: 2,238 shares; 2026Q1: 2,638 shares; 2026Q2: 2,638 shares 2,638 $99K 0.02% 0 Timeline NHIC NEWHOLD INVT CORP III More: the full row for NEWHOLD INVT CORP III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 8,968 shares 8,968 $97.7K 0.02% new Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 435 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 500 shares; 2026Q1: 850 shares; 2026Q2: 854 shares 854 $97.5K 0.02% +4 Timeline IBRX IMMUNITYBIO INC More: the full row for IMMUNITYBIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 446 shares; 2026Q2: 11,037 shares 11,037 $96.6K 0.02% +10,591 Timeline FBTC FIDELITY WISE ORIGIN BITCOIN More: the full row for FIDELITY WISE ORIGIN BITCOIN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,331 shares; 2024Q4: 1,422 shares; 2025Q1: 1,528 shares; 2025Q2: 1,633 shares; 2025Q3: 1,739 shares; 2025Q4: 1,830 shares; 2026Q1: 1,864 shares; 2026Q2: 1,831 shares 1,831 $93.5K 0.02% -33 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 794 shares; 2024Q4: 2,739 shares; 2025Q1: 2,390 shares; 2025Q2: 2,613 shares; 2025Q3: 3,137 shares; 2025Q4: 3,074 shares; 2026Q1: 3,077 shares; 2026Q2: 3,080 shares 3,080 $89.2K 0.02% +3 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 541 shares; 2024Q4: 174 shares; 2025Q1: 174 shares; 2025Q2: 174 shares; 2025Q3: 274 shares; 2025Q4: 274 shares; 2026Q1: 274 shares; 2026Q2: 1,096 shares 1,096 $88.3K 0.02% +822 Timeline SIMO SILICON MOTION TECHNOLOGY CO More: the full row for SILICON MOTION TECHNOLOGY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 263 shares 263 $87.7K 0.02% new Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 870 shares; 2024Q4: 919 shares; 2025Q1: 842 shares; 2025Q2: 947 shares; 2025Q3: 951 shares; 2025Q4: 840 shares; 2026Q1: 844 shares; 2026Q2: 843 shares 843 $87.6K 0.02% -1 Timeline AEE AMEREN CORP More: the full row for AMEREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 816 shares; 2024Q4: 788 shares; 2025Q1: 828 shares; 2025Q2: 834 shares; 2025Q3: 840 shares; 2025Q4: 846 shares; 2026Q1: 767 shares; 2026Q2: 772 shares 772 $87.3K 0.02% +5 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; 2024Q3: 673 shares; 2024Q4: 669 shares; 2025Q1: 674 shares; 2025Q2: 675 shares; 2025Q3: 676 shares; 2025Q4: 677 shares; 2026Q1: 678 shares; 2026Q2: 679 shares 679 $86.7K 0.02% +1 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,214 shares; 2024Q4: 2,148 shares; 2025Q1: 2,390 shares; 2025Q2: 667 shares; 2025Q3: 567 shares; 2025Q4: 282 shares; 2026Q1: 283 shares; 2026Q2: 283 shares 283 $86.7K 0.02% 0 Timeline IDU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 752 shares; 2024Q4: 752 shares; 2025Q1: 752 shares; 2025Q2: 752 shares; 2025Q3: 752 shares; 2025Q4: 752 shares; 2026Q1: 752 shares; 2026Q2: 752 shares 752 $86.2K 0.02% 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; 2024Q3: 479 shares; 2024Q4: 466 shares; 2025Q1: 473 shares; 2025Q2: 470 shares; 2025Q3: 465 shares; 2025Q4: 1,110 shares; 2026Q1: 1,242 shares; 2026Q2: 888 shares 888 $85K 0.02% -354 Timeline AOR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 505 shares; 2026Q1: 1,172 shares; 2026Q2: 1,178 shares 1,178 $81.8K 0.02% +6 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 260 shares; 2024Q4: 304 shares; 2025Q1: 260 shares; 2025Q2: 260 shares; 2025Q3: 260 shares; 2025Q4: 260 shares; 2026Q1: 260 shares; 2026Q2: 260 shares 260 $81.8K 0.02% 0 Timeline TDVG T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,660 shares; 2024Q4: 1,660 shares; 2025Q1: 1,660 shares; 2025Q2: 1,660 shares; 2025Q3: 1,660 shares; 2025Q4: 1,660 shares; 2026Q1: 1,660 shares; 2026Q2: 1,660 shares 1,660 $81.4K 0.02% 0 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 688 shares; 2024Q4: 688 shares; 2025Q1: 688 shares; 2025Q2: 688 shares; 2025Q3: 688 shares; 2025Q4: 1,740 shares; 2026Q1: 1,688 shares; 2026Q2: 688 shares 688 $81K 0.02% -1,000 Timeline BCSM BARON ETF TR More: the full row for BARON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,244 shares 3,244 $80.9K 0.02% new Timeline UMC UNITED MICROELECTRONICS CORP More: the full row for UNITED MICROELECTRONICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,796 shares 2,796 $76.1K 0.02% new Timeline NI NISOURCE INC More: the full row for NISOURCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,671 shares; 2024Q4: 1,671 shares; 2025Q1: 1,671 shares; 2025Q2: 1,671 shares; 2025Q3: 1,671 shares; 2025Q4: 1,671 shares; 2026Q1: 1,500 shares; 2026Q2: 1,500 shares 1,500 $71.3K 0.02% 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 142 shares; 2026Q2: 568 shares 568 $70.5K 0.02% +426 Timeline IBKR INTERACTIVE BROKERS GROUP IN More: the full row for INTERACTIVE BROKERS GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 800 shares; 2026Q2: 800 shares 800 $69.6K 0.02% 0 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 309 shares; 2024Q4: 306 shares; 2025Q1: 310 shares; 2025Q2: 191 shares; 2025Q3: 191 shares; 2025Q4: 192 shares; 2026Q1: 196 shares; 2026Q2: 208 shares 208 $68.7K 0.02% +12 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,224 shares; 2024Q4: 5,582 shares; 2025Q1: 5,325 shares; 2025Q2: 5,709 shares; 2025Q3: 7,085 shares; 2025Q4: 5,756 shares; 2026Q1: 3,299 shares; 2026Q2: 3,591 shares 3,591 $68.7K 0.02% +292 Timeline RXT RACKSPACE TECHNOLOGY INC More: the full row for RACKSPACE TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 10,291 shares 10,291 $67.2K 0.02% new Timeline PAAS PAN AMERN SILVER CORP More: the full row for PAN AMERN SILVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 500 shares 500 $67.2K 0.02% new Timeline STCE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 225 shares; 2025Q2: 225 shares; 2025Q3: 225 shares; 2025Q4: 2,485 shares; 2026Q1: 3,650 shares; 2026Q2: 950 shares 950 $66.4K 0.02% -2,700 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 110 shares; 2024Q4: 215 shares; 2025Q1: 205 shares; 2025Q2: 105 shares; 2025Q3: 200 shares; 2025Q4: 2,220 shares; 2026Q1: 1,568 shares; 2026Q2: 920 shares 920 $65.7K 0.02% -648 Timeline ALAB ASTERA LABS INC More: the full row for ASTERA LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 25 shares; 2025Q3: 50 shares; 2025Q4: not reported; 2026Q1: 500 shares; 2026Q2: 134 shares 134 $64.7K 0.01% -366 Timeline BCD ABRDN ETFS More: the full row for ABRDN ETFS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7 shares; 2025Q2: 7 shares; 2025Q3: 210 shares; 2025Q4: 7 shares; 2026Q1: 1,678 shares; 2026Q2: 1,878 shares 1,878 $64.1K 0.01% +200 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 129 shares; 2024Q4: 129 shares; 2025Q1: 129 shares; 2025Q2: 129 shares; 2025Q3: 129 shares; 2025Q4: 129 shares; 2026Q1: 129 shares; 2026Q2: 129 shares 129 $63.9K 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 100 shares; 2026Q1: 100 shares; 2026Q2: 101 shares 101 $63.8K 0.01% +1 Timeline TRGP TARGA RES CORP More: the full row for TARGA RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 217 shares; 2024Q4: 213 shares; 2025Q1: 219 shares; 2025Q2: 220 shares; 2025Q3: 221 shares; 2025Q4: 223 shares; 2026Q1: 224 shares; 2026Q2: 237 shares 237 $63.5K 0.01% +13 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 294 shares; 2025Q4: 296 shares; 2026Q1: 297 shares; 2026Q2: 298 shares 298 $63.4K 0.01% +1 Timeline VBIL VANGUARD INSTL INDEX FD More: the full row for VANGUARD INSTL INDEX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,240 shares; 2025Q3: 1,240 shares; 2025Q4: 1,255 shares; 2026Q1: 1,226 shares; 2026Q2: 821 shares 821 $62.2K 0.01% -405 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; 2024Q3: 1,295 shares; 2024Q4: not reported; 2025Q1: 1,295 shares; 2025Q2: 1,295 shares; 2025Q3: 1,295 shares; 2025Q4: 1,295 shares; 2026Q1: 1,413 shares; 2026Q2: 1,413 shares 1,413 $61.8K 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; 2024Q3: 360 shares; 2024Q4: 360 shares; 2025Q1: 360 shares; 2025Q2: 460 shares; 2025Q3: 460 shares; 2025Q4: 2,240 shares; 2026Q1: 2,240 shares; 2026Q2: 2,240 shares 2,240 $61.3K 0.01% 0 Timeline MRNA MODERNA INC More: the full row for MODERNA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 874 shares 874 $61.2K 0.01% new Timeline FTMH PUTNAM ETF TRUST More: the full row for PUTNAM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,002 shares; 2026Q1: 5,039 shares; 2026Q2: 5,096 shares 5,096 $60.5K 0.01% +57 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,010 shares; 2024Q4: 2,975 shares; 2025Q1: 2,453 shares; 2025Q2: 2,453 shares; 2025Q3: 2,343 shares; 2025Q4: 2,343 shares; 2026Q1: 2,343 shares; 2026Q2: 1,958 shares 1,958 $57.6K 0.01% -385 Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,798 shares; 2024Q4: 3,248 shares; 2025Q1: 1,890 shares; 2025Q2: 2,420 shares; 2025Q3: 2,424 shares; 2025Q4: 7,859 shares; 2026Q1: 6,511 shares; 2026Q2: 1,182 shares 1,182 $57.4K 0.01% -5,329 Timeline FBND FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,013 shares; 2025Q2: 1,317 shares; 2025Q3: 1,278 shares; 2025Q4: 1,292 shares; 2026Q1: 1,308 shares; 2026Q2: 1,258 shares 1,258 $57.2K 0.01% -50 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 404 shares; 2024Q4: 405 shares; 2025Q1: 405 shares; 2025Q2: 509 shares; 2025Q3: 512 shares; 2025Q4: 515 shares; 2026Q1: 515 shares; 2026Q2: 520 shares 520 $56.9K 0.01% +5 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 473 shares; 2024Q4: 577 shares; 2025Q1: 589 shares; 2025Q2: 405 shares; 2025Q3: 407 shares; 2025Q4: 401 shares; 2026Q1: 403 shares; 2026Q2: 404 shares 404 $56.5K 0.01% +1 Timeline JEPQ J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 878 shares; 2026Q2: 904 shares 904 $55.5K 0.01% +26 Timeline IYH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 792 shares; 2024Q4: 157 shares; 2025Q1: 797 shares; 2025Q2: 799 shares; 2025Q3: 802 shares; 2025Q4: 805 shares; 2026Q1: 807 shares; 2026Q2: 809 shares 809 $54.2K 0.01% +2 Timeline CWB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 501 shares; 2026Q2: 503 shares 503 $54.2K 0.01% +2 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 223 shares; 2024Q4: 226 shares; 2025Q1: 226 shares; 2025Q2: 231 shares; 2025Q3: 231 shares; 2025Q4: 235 shares; 2026Q1: 555 shares; 2026Q2: 558 shares 558 $53.9K 0.01% +3 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,229 shares; 2024Q4: 1,225 shares; 2025Q1: 222 shares; 2025Q2: 153 shares; 2025Q3: 153 shares; 2025Q4: 185 shares; 2026Q1: 185 shares; 2026Q2: 157 shares 157 $53.8K 0.01% -28 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 250 shares; 2024Q4: 250 shares; 2025Q1: 250 shares; 2025Q2: 250 shares; 2025Q3: 250 shares; 2025Q4: 250 shares; 2026Q1: 250 shares; 2026Q2: 250 shares 250 $53.3K 0.01% 0 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; 2024Q3: 1,141 shares; 2024Q4: 1,151 shares; 2025Q1: 1,161 shares; 2025Q2: 1,173 shares; 2025Q3: 1,183 shares; 2025Q4: 1,194 shares; 2026Q1: 1,206 shares; 2026Q2: 1,217 shares 1,217 $53.2K 0.01% +11 Timeline KRG KITE REALTY GROUP TRUST More: the full row for KITE REALTY GROUP TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,710 shares; 2024Q4: 1,727 shares; 2025Q1: 1,748 shares; 2025Q2: 1,770 shares; 2025Q3: 1,792 shares; 2025Q4: 1,814 shares; 2026Q1: 1,836 shares; 2026Q2: 1,857 shares 1,857 $52.7K 0.01% +21 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 311 shares; 2024Q4: 312 shares; 2025Q1: 313 shares; 2025Q2: 314 shares; 2025Q3: 318 shares; 2025Q4: 319 shares; 2026Q1: 320 shares; 2026Q2: 322 shares 322 $51.4K 0.01% +2 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,051 shares; 2024Q4: 1,051 shares; 2025Q1: 1,051 shares; 2025Q2: 1,051 shares; 2025Q3: 1,051 shares; 2025Q4: 1,031 shares; 2026Q1: 931 shares; 2026Q2: 931 shares 931 $50.5K 0.01% 0 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,802 shares; 2024Q4: 2,336 shares; 2025Q1: 1,819 shares; 2025Q2: 188 shares; 2025Q3: 165 shares; 2025Q4: 166 shares; 2026Q1: 172 shares; 2026Q2: 195 shares 195 $49.1K 0.01% +23 Timeline UDN INVESCO DB US DLR INDEX TR More: the full row for INVESCO DB US DLR INDEX TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,450 shares; 2026Q2: 2,750 shares 2,750 $49.1K 0.01% +300 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 10 shares; 2025Q1: not reported; 2025Q2: 200 shares; 2025Q3: 1,732 shares; 2025Q4: 345 shares; 2026Q1: 397 shares; 2026Q2: 117 shares 117 $48.8K 0.01% -280 Timeline CAVA CAVA GROUP INC More: the full row for CAVA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26 shares; 2024Q4: 26 shares; 2025Q1: 26 shares; 2025Q2: 0 shares; 2025Q3: 600 shares; 2025Q4: 600 shares; 2026Q1: 600 shares; 2026Q2: 600 shares 600 $47.1K 0.01% 0 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 183 shares; 2024Q4: 180 shares; 2025Q1: 184 shares; 2025Q2: 238 shares; 2025Q3: 237 shares; 2025Q4: 111 shares; 2026Q1: 188 shares; 2026Q2: 92 shares 92 $46.9K 0.01% -96 Timeline CTSH COGNIZANT TECHNOLOGY SOLUTIO More: the full row for COGNIZANT TECHNOLOGY SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 921 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,200 shares; 2026Q1: 1,200 shares; 2026Q2: 1,200 shares 1,200 $46.5K 0.01% 0 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,958 shares; 2024Q4: 3,058 shares; 2025Q1: 1,922 shares; 2025Q2: 498 shares; 2025Q3: 500 shares; 2025Q4: 503 shares; 2026Q1: 505 shares; 2026Q2: 508 shares 508 $46.2K 0.01% +3 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27 shares; 2024Q4: 27 shares; 2025Q1: 27 shares; 2025Q2: 27 shares; 2025Q3: 27 shares; 2025Q4: 27 shares; 2026Q1: 78 shares; 2026Q2: 207 shares 207 $45.7K 0.01% +129 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 25 shares; 2025Q3: 25 shares; 2025Q4: 25 shares; 2026Q1: 125 shares; 2026Q2: 125 shares 125 $45.3K 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 200 shares 200 $44.8K 0.01% new Timeline FPS FORGENT POWER SOLUTIONS INC More: the full row for FORGENT POWER SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 800 shares; 2026Q2: 800 shares 800 $44.7K 0.01% 0 Timeline HONA HONEYWELL AEROSPACE INC More: the full row for HONEYWELL AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 200 shares 200 $44.2K 0.01% new Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,896 shares; 2024Q4: 1,847 shares; 2025Q1: 1,938 shares; 2025Q2: 1,799 shares; 2025Q3: 1,878 shares; 2025Q4: 1,899 shares; 2026Q1: 7,494 shares; 2026Q2: 1,174 shares 1,174 $43.4K 0.01% -6,320 Timeline ZM ZOOM COMMUNICATIONS INC More: the full row for ZOOM COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 100 shares; 2025Q4: 100 shares; 2026Q1: 100 shares; 2026Q2: 500 shares 500 $43.2K 0.01% +400 Timeline KHC KRAFT HEINZ CO More: the full row for KRAFT HEINZ CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,726 shares; 2024Q4: 1,736 shares; 2025Q1: 1,746 shares; 2025Q2: 1,759 shares; 2025Q3: 1,771 shares; 2025Q4: 1,785 shares; 2026Q1: 1,800 shares; 2026Q2: 1,814 shares 1,814 $42.9K 0.01% +14 Timeline EMO CLEARBRIDGE ENERGY MIDSTREAM More: the full row for CLEARBRIDGE ENERGY MIDSTREAM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 899 shares; 2025Q1: 899 shares; 2025Q2: 899 shares; 2025Q3: 854 shares; 2025Q4: 854 shares; 2026Q1: 854 shares; 2026Q2: 854 shares 854 $42.8K 0.01% 0 Timeline AGQ PROSHARES TR II More: the full row for PROSHARES TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,500 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 250 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 191 shares; 2026Q2: 617 shares 617 $42K 0.01% +426 Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 172 shares; 2024Q4: 172 shares; 2025Q1: 172 shares; 2025Q2: 173 shares; 2025Q3: 173 shares; 2025Q4: 173 shares; 2026Q1: 173 shares; 2026Q2: 174 shares 174 $41.7K 0.01% +1 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 263 shares; 2024Q4: 264 shares; 2025Q1: 264 shares; 2025Q2: 265 shares; 2025Q3: 266 shares; 2025Q4: 267 shares; 2026Q1: 268 shares; 2026Q2: 269 shares 269 $40.9K 0.01% +1 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,125 shares; 2024Q4: 628 shares; 2025Q1: 220 shares; 2025Q2: 220 shares; 2025Q3: 220 shares; 2025Q4: 220 shares; 2026Q1: 439 shares; 2026Q2: 435 shares 435 $40.6K 0.01% -4 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 779 shares; 2024Q4: 555 shares; 2025Q1: 518 shares; 2025Q2: 527 shares; 2025Q3: 534 shares; 2025Q4: 492 shares; 2026Q1: 497 shares; 2026Q2: 504 shares 504 $40.3K 0.01% +7 Timeline VTC VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 504 shares; 2026Q2: 510 shares 510 $39.2K 0.01% +6 Timeline ASPN ASPEN AEROGELS INC More: the full row for ASPEN AEROGELS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,010 shares; 2026Q1: 6,010 shares; 2026Q2: 6,010 shares 6,010 $38.1K 0.01% 0 Timeline CLF CLEVELAND-CLIFFS INC NEW More: the full row for CLEVELAND-CLIFFS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 902 shares; 2024Q4: 902 shares; 2025Q1: 902 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,000 shares; 2026Q2: 4,000 shares 4,000 $37.6K 0.01% 0 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 73 shares; 2024Q4: 73 shares; 2025Q1: 73 shares; 2025Q2: 73 shares; 2025Q3: 73 shares; 2025Q4: 73 shares; 2026Q1: 323 shares; 2026Q2: 73 shares 73 $37.5K 0.01% -250 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 165 shares; 2025Q1: 1,713 shares; 2025Q2: 26,178 shares; 2025Q3: 29,817 shares; 2025Q4: 1,214 shares; 2026Q1: 1,214 shares; 2026Q2: 1,124 shares 1,124 $37.4K 0.01% -90 Timeline ANF ABERCROMBIE & FITCH CO More: the full row for ABERCROMBIE & FITCH CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 100 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 404 shares; 2026Q2: 404 shares 404 $36.4K 0.01% 0 Timeline TBT PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,000 shares 1,000 $34.9K 0.01% new Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 116 shares; 2024Q4: 161 shares; 2025Q1: 117 shares; 2025Q2: 118 shares; 2025Q3: 118 shares; 2025Q4: 519 shares; 2026Q1: 520 shares; 2026Q2: 125 shares 125 $34K 0.01% -395 Timeline FALN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,858 shares; 2024Q4: 1,501 shares; 2025Q1: 1,904 shares; 2025Q2: 3,472 shares; 2025Q3: 1,576 shares; 2025Q4: 1,207 shares; 2026Q1: 1,220 shares; 2026Q2: 1,238 shares 1,238 $33.7K 0.01% +18 Timeline BBY BEST BUY INC More: the full row for BEST BUY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 690 shares; 2024Q4: 697 shares; 2025Q1: 704 shares; 2025Q2: 715 shares; 2025Q3: 424 shares; 2025Q4: 430 shares; 2026Q1: 436 shares; 2026Q2: 442 shares 442 $33.6K 0.01% +6 Timeline SILC SILICOM LTD More: the full row for SILICOM LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 700 shares 700 $33.6K 0.01% new Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 400 shares; 2024Q4: 400 shares; 2025Q1: 400 shares; 2025Q2: 400 shares; 2025Q3: 400 shares; 2025Q4: 400 shares; 2026Q1: 400 shares; 2026Q2: 400 shares 400 $32.1K 0.01% 0 Timeline OPFI OPPFI INC More: the full row for OPPFI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,950 shares; 2025Q1: 3,227 shares; 2025Q2: 3,227 shares; 2025Q3: 3,227 shares; 2025Q4: 3,227 shares; 2026Q1: 3,227 shares; 2026Q2: 3,227 shares 3,227 $32K 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; 2024Q3: 180 shares; 2024Q4: 180 shares; 2025Q1: 180 shares; 2025Q2: 180 shares; 2025Q3: 1,180 shares; 2025Q4: 1,180 shares; 2026Q1: 1,180 shares; 2026Q2: 1,180 shares 1,180 $31.5K 0.01% 0 Timeline CIBR FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 170 shares; 2024Q4: 170 shares; 2025Q1: 170 shares; 2025Q2: 170 shares; 2025Q3: 170 shares; 2025Q4: 170 shares; 2026Q1: 270 shares; 2026Q2: 350 shares 350 $31.4K 0.01% +80 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 500 shares; 2026Q1: 500 shares; 2026Q2: 500 shares 500 $31.4K 0.01% 0 Timeline KBH KB HOME More: the full row for KB HOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 500 shares; 2026Q2: 500 shares 500 $31.3K 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; 2024Q3: 555 shares; 2024Q4: 555 shares; 2025Q1: 555 shares; 2025Q2: 405 shares; 2025Q3: 405 shares; 2025Q4: 405 shares; 2026Q1: 405 shares; 2026Q2: 405 shares 405 $31.2K 0.01% 0 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 128 shares; 2026Q2: 128 shares 128 $31K 0.01% 0 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 488 shares; 2024Q4: 42 shares; 2025Q1: 42 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 370 shares; 2026Q2: 370 shares 370 $30.7K 0.01% 0 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9 shares; 2024Q4: 9 shares; 2025Q1: 4,116 shares; 2025Q2: 521 shares; 2025Q3: 463 shares; 2025Q4: 467 shares; 2026Q1: 428 shares; 2026Q2: 429 shares 429 $30.6K 0.01% +1 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 398 shares; 2024Q4: 582 shares; 2025Q1: 170 shares; 2025Q2: 1,548 shares; 2025Q3: 1,646 shares; 2025Q4: 134 shares; 2026Q1: 134 shares; 2026Q2: 141 shares 141 $30.5K 0.01% +7 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 360 shares; 2024Q4: 360 shares; 2025Q1: 360 shares; 2025Q2: 360 shares; 2025Q3: 360 shares; 2025Q4: 360 shares; 2026Q1: 360 shares; 2026Q2: 360 shares 360 $30.5K 0.01% 0 Timeline FERG FERGUSON ENTERPRISES INC More: the full row for FERGUSON ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 127 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 127 shares 127 $30.2K 0.01% new Timeline TPYP TORTOISE CAPITAL SERIES TRUS More: the full row for TORTOISE CAPITAL SERIES TRUS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 705 shares; 2025Q3: 705 shares; 2025Q4: 705 shares; 2026Q1: 705 shares; 2026Q2: 705 shares 705 $29.6K 0.01% 0 Timeline Q QNITY ELECTRONICS INC More: the full row for QNITY ELECTRONICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 180 shares; 2026Q1: 180 shares; 2026Q2: 180 shares 180 $29.4K 0.01% 0 Timeline OGE OGE ENERGY CORP More: the full row for OGE ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 564 shares; 2024Q4: 544 shares; 2025Q1: 575 shares; 2025Q2: 581 shares; 2025Q3: 586 shares; 2025Q4: 592 shares; 2026Q1: 597 shares; 2026Q2: 603 shares 603 $29.3K 0.01% +6 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 426 shares; 2024Q4: 426 shares; 2025Q1: 426 shares; 2025Q2: 426 shares; 2025Q3: 333 shares; 2025Q4: 351 shares; 2026Q1: 351 shares; 2026Q2: 351 shares 351 $29K 0.01% 0 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 20 shares; 2025Q1: 20 shares; 2025Q2: 20 shares; 2025Q3: 58 shares; 2025Q4: 58 shares; 2026Q1: 58 shares; 2026Q2: 58 shares 58 $28.8K 0.01% 0 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16 shares; 2024Q4: 16 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 96 shares; 2026Q1: 98 shares; 2026Q2: 106 shares 106 $28.6K 0.01% +8 Timeline SCHE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,191 shares; 2024Q4: 1,251 shares; 2025Q1: 802 shares; 2025Q2: 802 shares; 2025Q3: 758 shares; 2025Q4: 780 shares; 2026Q1: 780 shares; 2026Q2: 782 shares 782 $28.3K 0.01% +2 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 72 shares; 2024Q4: 72 shares; 2025Q1: 72 shares; 2025Q2: 72 shares; 2025Q3: 72 shares; 2025Q4: 144 shares; 2026Q1: 144 shares; 2026Q2: 144 shares 144 $27.4K 0.01% 0 Timeline EQT EQT CORP More: the full row for EQT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,954 shares; 2024Q4: 498 shares; 2025Q1: 1,767 shares; 2025Q2: 1,162 shares; 2025Q3: 511 shares; 2025Q4: 512 shares; 2026Q1: 514 shares; 2026Q2: 515 shares 515 $27.4K 0.01% +1 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 251 shares; 2024Q4: 249 shares; 2025Q1: 318 shares; 2025Q2: 319 shares; 2025Q3: 320 shares; 2025Q4: 321 shares; 2026Q1: 248 shares; 2026Q2: 249 shares 249 $26.9K 0.01% +1 Timeline MKC MCCORMICK & CO INC More: the full row for MCCORMICK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 509 shares; 2024Q4: 500 shares; 2025Q1: 515 shares; 2025Q2: 518 shares; 2025Q3: 521 shares; 2025Q4: 525 shares; 2026Q1: 528 shares; 2026Q2: 533 shares 533 $26.9K 0.01% +5 Timeline COPP SPROTT FDS TR More: the full row for SPROTT FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 100 shares; 2026Q2: 100 shares 100 $26.8K 0.01% 0 Timeline DBA INVESCO DB MULTI-SECTOR COMM More: the full row for INVESCO DB MULTI-SECTOR COMM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares; 2026Q1: 1,000 shares; 2026Q2: 1,000 shares 1,000 $26.7K 0.01% 0 Timeline NUGT DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 170 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 223 shares; 2026Q2: 223 shares 223 $26.1K 0.01% 0 Timeline CGXU CAPITAL GROUP INTL FOCUS EQT More: the full row for CAPITAL GROUP INTL FOCUS EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 700 shares; 2024Q4: 700 shares; 2025Q1: 700 shares; 2025Q2: 750 shares; 2025Q3: 750 shares; 2025Q4: 750 shares; 2026Q1: 750 shares; 2026Q2: 750 shares 750 $26K 0.01% 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 422 shares; 2026Q2: 517 shares 517 $25.8K 0.01% +95 Timeline IYR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 250 shares 250 $25.6K 0.01% new 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 200 shares; 2025Q3: 200 shares; 2025Q4: 230 shares; 2026Q1: 230 shares; 2026Q2: 1,150 shares 1,150 $25.4K 0.01% +920 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 336 shares; 2024Q4: 326 shares; 2025Q1: 341 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 200 shares; 2026Q1: 200 shares; 2026Q2: 200 shares 200 $25.3K 0.01% 0 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 30 shares; 2025Q2: 30 shares; 2025Q3: 30 shares; 2025Q4: 150 shares; 2026Q1: 250 shares; 2026Q2: 250 shares 250 $24.8K 0.01% 0 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 612 shares; 2024Q4: 605 shares; 2025Q1: 623 shares; 2025Q2: 154 shares; 2025Q3: 155 shares; 2025Q4: 156 shares; 2026Q1: 154 shares; 2026Q2: 145 shares 145 $24.6K 0.01% -9 Timeline LIFE ETHOS TECHNOLOGIES INC More: the full row for ETHOS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 40 shares; 2026Q2: 1,354 shares 1,354 $24.6K 0.01% +1,314 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,139 shares; 2024Q4: 1,113 shares; 2025Q1: 1,167 shares; 2025Q2: 550 shares; 2025Q3: 555 shares; 2025Q4: 3,134 shares; 2026Q1: 2,964 shares; 2026Q2: 356 shares 356 $24.3K 0.01% -2,608 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 86 shares; 2024Q4: 86 shares; 2025Q1: 87 shares; 2025Q2: 87 shares; 2025Q3: 87 shares; 2025Q4: 57 shares; 2026Q1: 57 shares; 2026Q2: 57 shares 57 $23.8K 0.01% 0 Timeline PDBC INVESCO ACTVELY MNGD ETC FD More: the full row for INVESCO ACTVELY MNGD ETC FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,500 shares 1,500 $23.8K 0.01% new Timeline RGTI RIGETTI COMPUTING INC More: the full row for RIGETTI COMPUTING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 100 shares; 2025Q3: 100 shares; 2025Q4: 100 shares; 2026Q1: 13 shares; 2026Q2: 1,171 shares 1,171 $22.6K 0.01% +1,158 Timeline SIL GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 375 shares; 2025Q1: 375 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 100 shares; 2026Q2: 292 shares 292 $22.6K 0.01% +192 Timeline SYM SYMBOTIC INC More: the full row for SYMBOTIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 500 shares; 2026Q2: 500 shares 500 $22.5K 0.01% 0 Timeline IFGL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,000 shares 1,000 $22.3K 0.01% new Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5 shares; 2024Q4: 5 shares; 2025Q1: 5 shares; 2025Q2: 5 shares; 2025Q3: 5 shares; 2025Q4: 5 shares; 2026Q1: 5 shares; 2026Q2: 125 shares 125 $22.3K 0.01% +120 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 200 shares; 2024Q4: 200 shares; 2025Q1: 200 shares; 2025Q2: 200 shares; 2025Q3: 200 shares; 2025Q4: 400 shares; 2026Q1: 400 shares; 2026Q2: 417 shares 417 $22.1K 0.01% +17 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15 shares; 2024Q4: 10 shares; 2025Q1: 10 shares; 2025Q2: 10 shares; 2025Q3: 10 shares; 2025Q4: 10 shares; 2026Q1: 10 shares; 2026Q2: 11 shares 11 $21.9K 0.01% +1 Timeline AWK AMERICAN WTR WKS CO INC NEW More: the full row for AMERICAN WTR WKS CO INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 159 shares; 2024Q4: 160 shares; 2025Q1: 161 shares; 2025Q2: 162 shares; 2025Q3: 163 shares; 2025Q4: 164 shares; 2026Q1: 165 shares; 2026Q2: 166 shares 166 $21.8K <0.01% +1 Timeline TNL TRAVEL PLUS LEISURE CO More: the full row for TRAVEL PLUS LEISURE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 267 shares; 2024Q4: 256 shares; 2025Q1: 273 shares; 2025Q2: 276 shares; 2025Q3: 279 shares; 2025Q4: 281 shares; 2026Q1: 283 shares; 2026Q2: 286 shares 286 $21.8K <0.01% +3 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 200 shares; 2024Q4: 200 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 400 shares; 2026Q1: 300 shares; 2026Q2: 300 shares 300 $21.6K <0.01% 0 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 578 shares; 2024Q4: 1,024 shares; 2025Q1: 208 shares; 2025Q2: 208 shares; 2025Q3: 208 shares; 2025Q4: 208 shares; 2026Q1: 208 shares; 2026Q2: 208 shares 208 $21.5K <0.01% 0 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 93 shares; 2024Q4: 93 shares; 2025Q1: 93 shares; 2025Q2: 93 shares; 2025Q3: 93 shares; 2025Q4: 93 shares; 2026Q1: 93 shares; 2026Q2: 93 shares 93 $21.4K <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; 2024Q3: 1,201 shares; 2024Q4: 1,401 shares; 2025Q1: 1,206 shares; 2025Q2: 1,210 shares; 2025Q3: 1,213 shares; 2025Q4: 5,217 shares; 2026Q1: 850 shares; 2026Q2: 850 shares 850 $20.9K <0.01% 0 Timeline SCHZ SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 474 shares; 2024Q4: 958 shares; 2025Q1: 964 shares; 2025Q2: 972 shares; 2025Q3: 876 shares; 2025Q4: 887 shares; 2026Q1: 893 shares; 2026Q2: 902 shares 902 $20.9K <0.01% +9 Timeline EME EMCOR GROUP INC More: the full row for EMCOR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 25 shares; 2025Q4: 25 shares; 2026Q1: 25 shares; 2026Q2: 25 shares 25 $20.7K <0.01% 0 Timeline XPO XPO INC More: the full row for XPO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 100 shares; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 100 shares; 2025Q4: 100 shares; 2026Q1: 100 shares; 2026Q2: 100 shares 100 $20.5K <0.01% 0 Timeline TNUK TORTOISE CAPITAL SERIES TRUS More: the full row for TORTOISE CAPITAL SERIES TRUS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 100 shares; 2026Q1: 800 shares; 2026Q2: 824 shares 824 $20.5K <0.01% +24 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 187 shares; 2024Q4: 187 shares; 2025Q1: 242 shares; 2025Q2: 242 shares; 2025Q3: 242 shares; 2025Q4: 242 shares; 2026Q1: 242 shares; 2026Q2: 242 shares 242 $20.5K <0.01% 0 Timeline CNP CENTERPOINT ENERGY INC More: the full row for CENTERPOINT ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,184 shares; 2024Q4: 1,179 shares; 2025Q1: 1,199 shares; 2025Q2: 454 shares; 2025Q3: 457 shares; 2025Q4: 459 shares; 2026Q1: 462 shares; 2026Q2: 464 shares 464 $20.4K <0.01% +2 Timeline PFG PRINCIPAL FINANCIAL GROUP IN More: the full row for PRINCIPAL FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 189 shares; 2024Q4: 189 shares; 2025Q1: 189 shares; 2025Q2: 189 shares; 2025Q3: 189 shares; 2025Q4: 189 shares; 2026Q1: 189 shares; 2026Q2: 189 shares 189 $20.4K <0.01% 0 Timeline WH WYNDHAM HOTELS & RESORTS INC More: the full row for WYNDHAM HOTELS & RESORTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 233 shares; 2024Q4: 230 shares; 2025Q1: 235 shares; 2025Q2: 237 shares; 2025Q3: 238 shares; 2025Q4: 239 shares; 2026Q1: 240 shares; 2026Q2: 241 shares 241 $20.3K <0.01% +1 Timeline WEAT TEUCRIUM COMMODITY TR More: the full row for TEUCRIUM COMMODITY TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 500 shares; 2026Q2: 900 shares 900 $19.8K <0.01% +400 Timeline OLN OLIN CORP More: the full row for OLIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,000 shares; 2026Q2: 1,000 shares 1,000 $19.8K <0.01% 0 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 136 shares; 2025Q4: 136 shares; 2026Q1: 391 shares; 2026Q2: 391 shares 391 $19.8K <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; 2024Q3: 135 shares; 2024Q4: not reported; 2025Q1: 137 shares; 2025Q2: 263 shares; 2025Q3: 263 shares; 2025Q4: 125 shares; 2026Q1: 125 shares; 2026Q2: 125 shares 125 $19.8K <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; 2024Q3: 3,500 shares; 2024Q4: 2,500 shares; 2025Q1: 2,500 shares; 2025Q2: 3,000 shares; 2025Q3: 3,000 shares; 2025Q4: 3,000 shares; 2026Q1: 3,000 shares; 2026Q2: 3,000 shares 3,000 $19.4K <0.01% 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 500 shares 500 $19.3K <0.01% new Timeline SLF SUN LIFE FINANCIAL INC. More: the full row for SUN LIFE FINANCIAL INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 246 shares; 2024Q4: 246 shares; 2025Q1: 246 shares; 2025Q2: 246 shares; 2025Q3: 246 shares; 2025Q4: 246 shares; 2026Q1: 246 shares; 2026Q2: 246 shares 246 $19.3K <0.01% 0 Timeline MSGS MADISON SQUARE GRDN SPRT COR More: the full row for MADISON SQUARE GRDN SPRT COR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28 shares; 2024Q4: 28 shares; 2025Q1: 28 shares; 2025Q2: 48 shares; 2025Q3: 48 shares; 2025Q4: 48 shares; 2026Q1: 48 shares; 2026Q2: 48 shares 48 $19.3K <0.01% 0 Timeline LNT ALLIANT ENERGY CORP More: the full row for ALLIANT ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 237 shares; 2024Q4: 231 shares; 2025Q1: 241 shares; 2025Q2: 243 shares; 2025Q3: 245 shares; 2025Q4: 247 shares; 2026Q1: 248 shares; 2026Q2: 250 shares 250 $19.1K <0.01% +2 Timeline INFQ INFLEQTION INC More: the full row for INFLEQTION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,425 shares 1,425 $19K <0.01% new Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 205 shares; 2024Q4: 205 shares; 2025Q1: 205 shares; 2025Q2: 205 shares; 2025Q3: 205 shares; 2025Q4: 410 shares; 2026Q1: 410 shares; 2026Q2: 410 shares 410 $18.6K <0.01% 0 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 260 shares; 2024Q4: 264 shares; 2025Q1: 264 shares; 2025Q2: 267 shares; 2025Q3: 267 shares; 2025Q4: 270 shares; 2026Q1: 270 shares; 2026Q2: 272 shares 272 $18.6K <0.01% +2 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 103 shares; 2024Q4: 103 shares; 2025Q1: 103 shares; 2025Q2: 103 shares; 2025Q3: 104 shares; 2025Q4: 104 shares; 2026Q1: 104 shares; 2026Q2: 104 shares 104 $18.3K <0.01% 0 Timeline MVAL VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 500 shares; 2025Q4: 500 shares; 2026Q1: 500 shares; 2026Q2: 500 shares 500 $18.3K <0.01% 0 Timeline CGIC CAPITAL GROUP INTERNATIONAL More: the full row for CAPITAL GROUP INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 500 shares; 2025Q4: 500 shares; 2026Q1: 500 shares; 2026Q2: 500 shares 500 $18.2K <0.01% 0 Timeline SNWGF SNOWLINE GOLD CORP COM SHS (CA More: the full row for SNOWLINE GOLD CORP COM SHS (CA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,500 shares; 2026Q2: 2,000 shares 2,000 $18.1K <0.01% +500 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25 shares; 2024Q4: 25 shares; 2025Q1: 25 shares; 2025Q2: 25 shares; 2025Q3: 25 shares; 2025Q4: 25 shares; 2026Q1: 25 shares; 2026Q2: 25 shares 25 $18K <0.01% 0 Timeline VTRS VIATRIS INC More: the full row for VIATRIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,186 shares; 2024Q4: 1,120 shares; 2025Q1: 1,132 shares; 2025Q2: 1,168 shares; 2025Q3: 1,159 shares; 2025Q4: 1,107 shares; 2026Q1: 1,115 shares; 2026Q2: 1,123 shares 1,123 $17.8K <0.01% +8 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 75 shares; 2025Q3: 75 shares; 2025Q4: 75 shares; 2026Q1: 75 shares; 2026Q2: 75 shares 75 $17.8K <0.01% 0 Timeline TMC TMC THE METALS COMPANY INC More: the full row for TMC THE METALS COMPANY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 600 shares; 2025Q3: 2,815 shares; 2025Q4: 4,015 shares; 2026Q1: 4,015 shares; 2026Q2: 4,015 shares 4,015 $17.8K <0.01% 0 Timeline BDC BELDEN INC More: the full row for BELDEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 148 shares; 2024Q4: 148 shares; 2025Q1: 148 shares; 2025Q2: 148 shares; 2025Q3: 148 shares; 2025Q4: 148 shares; 2026Q1: 148 shares; 2026Q2: 148 shares 148 $17.8K <0.01% 0 Timeline WBD WARNER BROS DISCOVERY INC More: the full row for WARNER BROS DISCOVERY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 918 shares; 2024Q4: 839 shares; 2025Q1: 885 shares; 2025Q2: 1,366 shares; 2025Q3: 1,366 shares; 2025Q4: 10,710 shares; 2026Q1: 664 shares; 2026Q2: 663 shares 663 $17.7K <0.01% -1 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 66 shares; 2024Q4: 155 shares; 2025Q1: 157 shares; 2025Q2: 157 shares; 2025Q3: 157 shares; 2025Q4: 157 shares; 2026Q1: 158 shares; 2026Q2: 158 shares 158 $17.6K <0.01% 0 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 120 shares; 2026Q2: 120 shares 120 $17.6K <0.01% 0 Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 192 shares; 2024Q4: 192 shares; 2025Q1: 192 shares; 2025Q2: 192 shares; 2025Q3: 192 shares; 2025Q4: 192 shares; 2026Q1: 192 shares; 2026Q2: 192 shares 192 $17.4K <0.01% 0 Timeline OMER OMEROS CORP More: the full row for OMEROS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,825 shares; 2025Q1: 1,825 shares; 2025Q2: 1,825 shares; 2025Q3: 1,825 shares; 2025Q4: 1,827 shares; 2026Q1: 1,827 shares; 2026Q2: 1,826 shares 1,826 $17.4K <0.01% -1 Timeline COTTONWOOD COMMUNITIES I COTTONWOOD COMMUNITIES I More: the full row for COTTONWOOD COMMUNITIES I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,528 shares; 2024Q4: 1,528 shares; 2025Q1: 1,528 shares; 2025Q2: 1,528 shares; 2025Q3: 1,528 shares; 2025Q4: 1,528 shares; 2026Q1: 1,528 shares; 2026Q2: 1,528 shares 1,528 $17.3K <0.01% 0 EOSE EOS ENERGY ENTERPRISES INC More: the full row for EOS ENERGY ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 740 shares; 2025Q1: 740 shares; 2025Q2: 740 shares; 2025Q3: 1,540 shares; 2025Q4: 1,940 shares; 2026Q1: 2,940 shares; 2026Q2: 2,940 shares 2,940 $17.3K <0.01% 0 Timeline TYG TORTOISE ENERGY INFRSTRCTR C More: the full row for TORTOISE ENERGY INFRSTRCTR C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 100 shares; 2026Q2: 400 shares 400 $17.1K <0.01% +300 Timeline JMEE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 216 shares; 2024Q4: 216 shares; 2025Q1: 216 shares; 2025Q2: 216 shares; 2025Q3: 216 shares; 2025Q4: 216 shares; 2026Q1: 216 shares; 2026Q2: 216 shares 216 $16.9K <0.01% 0 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 800 shares; 2024Q4: 930 shares; 2025Q1: 525 shares; 2025Q2: 1,780 shares; 2025Q3: 375 shares; 2025Q4: 1,575 shares; 2026Q1: 375 shares; 2026Q2: 376 shares 376 $16.2K <0.01% +1 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 119 shares 119 $16.1K <0.01% new Timeline DG DOLLAR GEN CORP More: the full row for DOLLAR GEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 234 shares; 2024Q4: 235 shares; 2025Q1: 236 shares; 2025Q2: 237 shares; 2025Q3: 238 shares; 2025Q4: 239 shares; 2026Q1: 139 shares; 2026Q2: 140 shares 140 $16.1K <0.01% +1 Timeline ZETA ZETA GLOBAL HOLDINGS CORP More: the full row for ZETA GLOBAL HOLDINGS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 500 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 806 shares; 2026Q2: 806 shares 806 $15.9K <0.01% 0 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 58 shares; 2024Q4: 58 shares; 2025Q1: 58 shares; 2025Q2: 58 shares; 2025Q3: 58 shares; 2025Q4: 58 shares; 2026Q1: 60 shares; 2026Q2: 77 shares 77 $15.4K <0.01% +17 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 33 shares; 2024Q4: 33 shares; 2025Q1: 33 shares; 2025Q2: 33 shares; 2025Q3: 33 shares; 2025Q4: 33 shares; 2026Q1: 33 shares; 2026Q2: 33 shares 33 $15.3K <0.01% 0 Timeline SPHD INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 300 shares; 2024Q4: 300 shares; 2025Q1: 300 shares; 2025Q2: 300 shares; 2025Q3: 300 shares; 2025Q4: 300 shares; 2026Q1: 300 shares; 2026Q2: 300 shares 300 $15.3K <0.01% 0 Timeline XYZ BLOCK INC More: the full row for BLOCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 200 shares; 2024Q4: 200 shares; 2025Q1: 200 shares; 2025Q2: 200 shares; 2025Q3: 787 shares; 2025Q4: 200 shares; 2026Q1: 200 shares; 2026Q2: 200 shares 200 $15.2K <0.01% 0 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 51 shares; 2024Q4: 474 shares; 2025Q1: 51 shares; 2025Q2: 1 shares; 2025Q3: 1 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 59 shares 59 $15K <0.01% new Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 50 shares; 2024Q4: 30 shares; 2025Q1: 50 shares; 2025Q2: 60 shares; 2025Q3: 60 shares; 2025Q4: 60 shares; 2026Q1: 60 shares; 2026Q2: 60 shares 60 $14.7K <0.01% 0 Timeline SRUUF SPROTT PHYSICAL URANIUM TR More: the full row for SPROTT PHYSICAL URANIUM TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 200 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 800 shares 800 $14.7K <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; 2024Q3: 101 shares; 2024Q4: 401 shares; 2025Q1: 101 shares; 2025Q2: 93 shares; 2025Q3: 93 shares; 2025Q4: 93 shares; 2026Q1: 93 shares; 2026Q2: 93 shares 93 $14.6K <0.01% 0 Timeline EADSF AIRBUS SE More: the full row for AIRBUS SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 65 shares; 2024Q4: 65 shares; 2025Q1: 65 shares; 2025Q2: 65 shares; 2025Q3: 65 shares; 2025Q4: 65 shares; 2026Q1: 65 shares; 2026Q2: 65 shares 65 $14.4K <0.01% 0 Timeline MFC MANULIFE FINL CORP More: the full row for MANULIFE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 350 shares; 2024Q4: 350 shares; 2025Q1: 350 shares; 2025Q2: 350 shares; 2025Q3: 350 shares; 2025Q4: 350 shares; 2026Q1: 350 shares; 2026Q2: 350 shares 350 $14.2K <0.01% 0 Timeline XMMO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 83 shares; 2024Q4: 83 shares; 2025Q1: 83 shares; 2025Q2: 83 shares; 2025Q3: 83 shares; 2025Q4: 83 shares; 2026Q1: 83 shares; 2026Q2: 83 shares 83 $14.1K <0.01% 0 Timeline PL PLANET LABS PBC More: the full row for PLANET LABS PBC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 425 shares; 2024Q4: 425 shares; 2025Q1: 425 shares; 2025Q2: 425 shares; 2025Q3: 425 shares; 2025Q4: 425 shares; 2026Q1: 425 shares; 2026Q2: 425 shares 425 $14.1K <0.01% 0 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 150 shares; 2024Q4: 150 shares; 2025Q1: 150 shares; 2025Q2: 200 shares; 2025Q3: 200 shares; 2025Q4: 150 shares; 2026Q1: 150 shares; 2026Q2: 150 shares 150 $14K <0.01% 0 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 250 shares; 2024Q4: 251 shares; 2025Q1: 252 shares; 2025Q2: 253 shares; 2025Q3: 254 shares; 2025Q4: 254 shares; 2026Q1: 256 shares; 2026Q2: 257 shares 257 $13.8K <0.01% +1 Timeline VIOO VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 100 shares; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 100 shares; 2025Q4: 100 shares; 2026Q1: 100 shares; 2026Q2: 100 shares 100 $13.8K <0.01% 0 Timeline VOOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 30 shares; 2025Q2: 30 shares; 2025Q3: 32 shares; 2025Q4: 27 shares; 2026Q1: 27 shares; 2026Q2: 163 shares 163 $13.7K <0.01% +136 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,954 shares; 2024Q4: 11,647 shares; 2025Q1: 9,960 shares; 2025Q2: 3,292 shares; 2025Q3: 3,295 shares; 2025Q4: 3,267 shares; 2026Q1: 1,871 shares; 2026Q2: 973 shares 973 $13.5K <0.01% -898 Timeline DFGX DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 383 shares; 2026Q2: 250 shares 250 $13.4K <0.01% -133 Timeline SNWV SANUWAVE HEALTH INC More: the full row for SANUWAVE HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,333 shares; 2025Q1: 1,333 shares; 2025Q2: 1,333 shares; 2025Q3: 1,333 shares; 2025Q4: 1,333 shares; 2026Q1: 1,333 shares; 2026Q2: 1,333 shares 1,333 $13.3K <0.01% 0 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,187 shares; 2024Q4: 1,268 shares; 2025Q1: 1,108 shares; 2025Q2: 985 shares; 2025Q3: 986 shares; 2025Q4: 987 shares; 2026Q1: 988 shares; 2026Q2: 236 shares 236 $13.1K <0.01% -752 Timeline DNOW DNOW INC More: the full row for DNOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,000 shares; 2026Q2: 1,000 shares 1,000 $13K <0.01% 0 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; 2024Q3: 485 shares; 2024Q4: 485 shares; 2025Q1: 385 shares; 2025Q2: 385 shares; 2025Q3: 385 shares; 2025Q4: 385 shares; 2026Q1: 160 shares; 2026Q2: 160 shares 160 $12.9K <0.01% 0 Timeline SCHH SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,712 shares; 2024Q4: 661 shares; 2025Q1: 662 shares; 2025Q2: 528 shares; 2025Q3: 530 shares; 2025Q4: 534 shares; 2026Q1: 535 shares; 2026Q2: 537 shares 537 $12.7K <0.01% +2 Timeline TAP MOLSON COORS BEVERAGE CO More: the full row for MOLSON COORS BEVERAGE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 360 shares; 2024Q4: 363 shares; 2025Q1: 258 shares; 2025Q2: 310 shares; 2025Q3: 313 shares; 2025Q4: 316 shares; 2026Q1: 320 shares; 2026Q2: 324 shares 324 $12.6K <0.01% +4 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; 2024Q3: 100 shares; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 102 shares; 2025Q3: 102 shares; 2025Q4: 102 shares; 2026Q1: 102 shares; 2026Q2: 102 shares 102 $12.6K <0.01% 0 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 80 shares; 2024Q4: 80 shares; 2025Q1: 80 shares; 2025Q2: 80 shares; 2025Q3: 80 shares; 2025Q4: 80 shares; 2026Q1: 80 shares; 2026Q2: 80 shares 80 $12.5K <0.01% 0 Timeline GDXJ VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18 shares; 2024Q4: 18 shares; 2025Q1: 18 shares; 2025Q2: 118 shares; 2025Q3: 118 shares; 2025Q4: 127 shares; 2026Q1: 684 shares; 2026Q2: 127 shares 127 $12.5K <0.01% -557 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 200 shares; 2024Q4: 200 shares; 2025Q1: 200 shares; 2025Q2: 200 shares; 2025Q3: 200 shares; 2025Q4: 200 shares; 2026Q1: 200 shares; 2026Q2: 200 shares 200 $12.4K <0.01% 0 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 507 shares; 2024Q4: 512 shares; 2025Q1: 515 shares; 2025Q2: 520 shares; 2025Q3: 524 shares; 2025Q4: 531 shares; 2026Q1: 534 shares; 2026Q2: 539 shares 539 $12.3K <0.01% +5 Timeline WDAY WORKDAY INC More: the full row for WORKDAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 100 shares; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 100 shares; 2025Q4: 100 shares; 2026Q1: 100 shares; 2026Q2: 100 shares 100 $12.2K <0.01% 0 Timeline YUMC YUM CHINA HLDGS INC More: the full row for YUM CHINA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 292 shares; 2024Q4: 292 shares; 2025Q1: 293 shares; 2025Q2: 295 shares; 2025Q3: 296 shares; 2025Q4: 297 shares; 2026Q1: 298 shares; 2026Q2: 299 shares 299 $12.2K <0.01% +1 Timeline TOELY Tokyo Electron Ltd Unsponsored More: the full row for Tokyo Electron Ltd Unsponsored Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 200 shares; 2024Q4: 200 shares; 2025Q1: 200 shares; 2025Q2: 200 shares; 2025Q3: 250 shares; 2025Q4: 50 shares; 2026Q1: 50 shares; 2026Q2: 50 shares 50 $12.2K <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; 2024Q3: 51 shares; 2024Q4: 51 shares; 2025Q1: 51 shares; 2025Q2: 51 shares; 2025Q3: 51 shares; 2025Q4: 102 shares; 2026Q1: 102 shares; 2026Q2: 102 shares 102 $12K <0.01% 0 Timeline DAR DARLING INGREDIENTS INC More: the full row for DARLING INGREDIENTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 218 shares; 2024Q4: 218 shares; 2025Q1: 218 shares; 2025Q2: 218 shares; 2025Q3: 218 shares; 2025Q4: 218 shares; 2026Q1: 218 shares; 2026Q2: 218 shares 218 $11.9K <0.01% 0 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 483 shares; 2024Q4: 537 shares; 2025Q1: 489 shares; 2025Q2: 327 shares; 2025Q3: 331 shares; 2025Q4: 105 shares; 2026Q1: 106 shares; 2026Q2: 107 shares 107 $11.8K <0.01% +1 Timeline HELE HELEN OF TROY LTD More: the full row for HELEN OF TROY LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 400 shares 400 $11.6K <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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,023 shares; 2025Q4: 1,488 shares; 2026Q1: 192 shares; 2026Q2: 222 shares 222 $11.6K <0.01% +30 Timeline BETZ LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 585 shares; 2024Q4: 589 shares; 2025Q1: 589 shares; 2025Q2: 589 shares; 2025Q3: 589 shares; 2025Q4: 612 shares; 2026Q1: 612 shares; 2026Q2: 612 shares 612 $11.4K <0.01% 0 Timeline HEDJ WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 200 shares; 2024Q4: 200 shares; 2025Q1: 200 shares; 2025Q2: 200 shares; 2025Q3: 200 shares; 2025Q4: 200 shares; 2026Q1: 200 shares; 2026Q2: 200 shares 200 $11.4K <0.01% 0 Timeline SWX SOUTHWEST GAS HLDGS INC More: the full row for SOUTHWEST GAS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 128 shares; 2024Q4: 128 shares; 2025Q1: 128 shares; 2025Q2: 128 shares; 2025Q3: 128 shares; 2025Q4: 128 shares; 2026Q1: 128 shares; 2026Q2: 128 shares 128 $11.4K <0.01% 0 Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 120 shares; 2026Q2: 120 shares 120 $11K <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; 2024Q3: 112 shares; 2024Q4: 192 shares; 2025Q1: 71 shares; 2025Q2: 32 shares; 2025Q3: 249 shares; 2025Q4: 1,255 shares; 2026Q1: 257 shares; 2026Q2: 171 shares 171 $10.9K <0.01% -86 Timeline AVLV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 119 shares 119 $10.9K <0.01% new Timeline GWLIF GREAT-WEST LIFECO INC More: the full row for GREAT-WEST LIFECO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 168 shares; 2024Q4: 168 shares; 2025Q1: 168 shares; 2025Q2: 168 shares; 2025Q3: 168 shares; 2025Q4: 168 shares; 2026Q1: 168 shares; 2026Q2: 168 shares 168 $10.7K <0.01% 0 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 32 shares; 2024Q4: 33 shares; 2025Q1: 33 shares; 2025Q2: 33 shares; 2025Q3: 33 shares; 2025Q4: 33 shares; 2026Q1: 33 shares; 2026Q2: 34 shares 34 $10.5K <0.01% +1 Timeline QXO QXO INC More: the full row for QXO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 608 shares; 2025Q4: 608 shares; 2026Q1: 608 shares; 2026Q2: 608 shares 608 $10.5K <0.01% 0 Timeline CGGR CAPITAL GROUP GROWTH ETF More: the full row for CAPITAL GROUP GROWTH ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 222 shares; 2026Q1: 222 shares; 2026Q2: 222 shares 222 $10.5K <0.01% 0 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25 shares; 2024Q4: 25 shares; 2025Q1: 25 shares; 2025Q2: 25 shares; 2025Q3: 25 shares; 2025Q4: 25 shares; 2026Q1: 25 shares; 2026Q2: 25 shares 25 $10.2K <0.01% 0 Timeline CCJ CAMECO CORP More: the full row for CAMECO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 100 shares; 2026Q1: 100 shares; 2026Q2: 100 shares 100 $10.2K <0.01% 0 Timeline DFGR DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 151 shares; 2024Q4: 174 shares; 2025Q1: 154 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 606 shares; 2026Q2: 349 shares 349 $10.1K <0.01% -257 Timeline ALLY ALLY FINL INC More: the full row for ALLY FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 542 shares; 2024Q4: 542 shares; 2025Q1: 542 shares; 2025Q2: 542 shares; 2025Q3: 367 shares; 2025Q4: 217 shares; 2026Q1: 217 shares; 2026Q2: 217 shares 217 $9.97K <0.01% 0 Timeline QTUM ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 60 shares; 2025Q1: 60 shares; 2025Q2: 60 shares; 2025Q3: 60 shares; 2025Q4: 60 shares; 2026Q1: 60 shares; 2026Q2: 60 shares 60 $9.92K <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; 2024Q3: 334 shares; 2024Q4: 336 shares; 2025Q1: 338 shares; 2025Q2: 340 shares; 2025Q3: 100 shares; 2025Q4: 100 shares; 2026Q1: 100 shares; 2026Q2: 240 shares 240 $9.92K <0.01% +140 Timeline CCK CROWN HLDGS INC More: the full row for CROWN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 86 shares; 2024Q4: 85 shares; 2025Q1: 86 shares; 2025Q2: 87 shares; 2025Q3: 87 shares; 2025Q4: 87 shares; 2026Q1: 88 shares; 2026Q2: 88 shares 88 $9.84K <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; 2024Q3: not reported; 2024Q4: 217 shares; 2025Q1: 299 shares; 2025Q2: 299 shares; 2025Q3: 299 shares; 2025Q4: 371 shares; 2026Q1: 371 shares; 2026Q2: 371 shares 371 $9.63K <0.01% 0 Timeline ABAT AMERICAN BATTERY TECHNOLOGY More: the full row for AMERICAN BATTERY TECHNOLOGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,400 shares; 2026Q1: 3,400 shares; 2026Q2: 3,400 shares 3,400 $9.62K <0.01% 0 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 38 shares; 2026Q1: 38 shares; 2026Q2: 38 shares 38 $9.59K <0.01% 0 Timeline GBTC GRAYSCALE BITCOIN TRUST ETF More: the full row for GRAYSCALE BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 209 shares; 2024Q4: 209 shares; 2025Q1: 209 shares; 2025Q2: 209 shares; 2025Q3: 209 shares; 2025Q4: 209 shares; 2026Q1: 209 shares; 2026Q2: 209 shares 209 $9.51K <0.01% 0 Timeline DFEM DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 419 shares; 2026Q2: 229 shares 229 $9.31K <0.01% -190 Timeline NUKZ EXCHANGE TRADED CONCEPTS TRU More: the full row for EXCHANGE TRADED CONCEPTS TRU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 120 shares; 2026Q2: 133 shares 133 $9.06K <0.01% +13 Timeline VIS VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25 shares; 2024Q4: 25 shares; 2025Q1: 25 shares; 2025Q2: 777 shares; 2025Q3: 657 shares; 2025Q4: 383 shares; 2026Q1: 279 shares; 2026Q2: 25 shares 25 $9.01K <0.01% -254 Timeline MATX MATSON INC More: the full row for MATSON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 53 shares; 2024Q4: 53 shares; 2025Q1: 53 shares; 2025Q2: 46 shares; 2025Q3: 46 shares; 2025Q4: 47 shares; 2026Q1: 47 shares; 2026Q2: 47 shares 47 $8.94K <0.01% 0 Timeline DOCU DOCUSIGN INC More: the full row for DOCUSIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 225 shares; 2024Q4: 225 shares; 2025Q1: 225 shares; 2025Q2: 200 shares; 2025Q3: 200 shares; 2025Q4: 200 shares; 2026Q1: 200 shares; 2026Q2: 200 shares 200 $8.88K <0.01% 0 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 101 shares; 2025Q2: 714 shares; 2025Q3: 722 shares; 2025Q4: 105 shares; 2026Q1: 106 shares; 2026Q2: 107 shares 107 $8.83K <0.01% +1 Timeline XFFCX FLAHERTY & CRUMRIN PFD & INM More: the full row for FLAHERTY & CRUMRIN PFD & INM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 525 shares; 2026Q1: 525 shares; 2026Q2: 525 shares 525 $8.55K <0.01% 0 Timeline VSXY VICTORIAS SECRET AND CO More: the full row for VICTORIAS SECRET AND CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 100 shares; 2026Q2: 100 shares 100 $8.35K <0.01% 0 Timeline BIDU BAIDU INC More: the full row for BAIDU INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 59 shares; 2024Q4: 59 shares; 2025Q1: 59 shares; 2025Q2: 59 shares; 2025Q3: 5,281 shares; 2025Q4: 2,640 shares; 2026Q1: 73 shares; 2026Q2: 73 shares 73 $8.34K <0.01% 0 Timeline VCEB VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 127 shares; 2024Q4: 129 shares; 2025Q1: 129 shares; 2025Q2: 131 shares; 2025Q3: 132 shares; 2025Q4: 133 shares; 2026Q1: 130 shares; 2026Q2: 133 shares 133 $8.34K <0.01% +3 Timeline TCAF T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 200 shares 200 $8.22K <0.01% new Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 100 shares; 2025Q1: not reported; 2025Q2: 50 shares; 2025Q3: 50 shares; 2025Q4: 50 shares; 2026Q1: 50 shares; 2026Q2: 50 shares 50 $8.1K <0.01% 0 Timeline CALM CAL MAINE FOODS INC More: the full row for CAL MAINE FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 100 shares; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 100 shares; 2025Q4: 100 shares; 2026Q1: 100 shares; 2026Q2: 100 shares 100 $8.06K <0.01% 0 Timeline DRAM ROUNDHILL ETF TRUST More: the full row for ROUNDHILL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 107 shares 107 $7.9K <0.01% new Timeline PGX INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,836 shares; 2024Q4: 4,027 shares; 2025Q1: 2,899 shares; 2025Q2: 725 shares; 2025Q3: 725 shares; 2025Q4: 725 shares; 2026Q1: 725 shares; 2026Q2: 725 shares 725 $7.86K <0.01% 0 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 50 shares; 2025Q3: 50 shares; 2025Q4: 50 shares; 2026Q1: 50 shares; 2026Q2: 50 shares 50 $7.82K <0.01% 0 Timeline TTE TOTALENERGIES SE More: the full row for TOTALENERGIES SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 100 shares; 2026Q1: 100 shares; 2026Q2: 100 shares 100 $7.78K <0.01% 0 Timeline XOP SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 200 shares; 2024Q4: 200 shares; 2025Q1: 200 shares; 2025Q2: 200 shares; 2025Q3: 200 shares; 2025Q4: 50 shares; 2026Q1: 50 shares; 2026Q2: 50 shares 50 $7.71K <0.01% 0 Timeline PPL PPL CORP More: the full row for PPL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 125 shares; 2024Q4: 125 shares; 2025Q1: 125 shares; 2025Q2: 125 shares; 2025Q3: 125 shares; 2025Q4: 125 shares; 2026Q1: 140 shares; 2026Q2: 212 shares 212 $7.71K <0.01% +72 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 12 shares 12 $7.67K <0.01% new Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2 shares; 2026Q2: 31 shares 31 $7.63K <0.01% +29 Timeline VVX V2X INC More: the full row for V2X INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 100 shares; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 100 shares; 2025Q4: 100 shares; 2026Q1: 100 shares; 2026Q2: 100 shares 100 $7.46K <0.01% 0 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 51 shares; 2024Q4: 51 shares; 2025Q1: 51 shares; 2025Q2: 51 shares; 2025Q3: 51 shares; 2025Q4: 51 shares; 2026Q1: 51 shares; 2026Q2: 51 shares 51 $7.45K <0.01% 0 Timeline MDB MONGODB INC More: the full row for MONGODB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 125 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 22 shares; 2025Q4: 22 shares; 2026Q1: 22 shares; 2026Q2: 22 shares 22 $7.39K <0.01% 0 Timeline MHO M/I HOMES INC More: the full row for M/I HOMES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 44 shares; 2024Q4: 44 shares; 2025Q1: 44 shares; 2025Q2: 44 shares; 2025Q3: 44 shares; 2025Q4: 44 shares; 2026Q1: 44 shares; 2026Q2: 44 shares 44 $7.08K <0.01% 0 Timeline SWBI SMITH & WESSON BRANDS INC More: the full row for SMITH & WESSON BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 427 shares; 2024Q4: 432 shares; 2025Q1: 437 shares; 2025Q2: 443 shares; 2025Q3: 451 shares; 2025Q4: 457 shares; 2026Q1: 463 shares; 2026Q2: 467 shares 467 $7.02K <0.01% +4 Timeline PEY INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 300 shares; 2025Q3: 300 shares; 2025Q4: 300 shares; 2026Q1: 300 shares; 2026Q2: 300 shares 300 $6.95K <0.01% 0 Timeline DFSI DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 101 shares; 2024Q4: 101 shares; 2025Q1: 102 shares; 2025Q2: 103 shares; 2025Q3: 101 shares; 2025Q4: 102 shares; 2026Q1: 102 shares; 2026Q2: 154 shares 154 $6.94K <0.01% +52 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9 shares; 2024Q4: 9 shares; 2025Q1: 6 shares; 2025Q2: 6 shares; 2025Q3: 6 shares; 2025Q4: 6 shares; 2026Q1: 6 shares; 2026Q2: 11 shares 11 $6.86K <0.01% +5 Timeline VTWO VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 56 shares; 2024Q4: 56 shares; 2025Q1: 56 shares; 2025Q2: 56 shares; 2025Q3: 56 shares; 2025Q4: 56 shares; 2026Q1: 56 shares; 2026Q2: 56 shares 56 $6.8K <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; 2024Q3: 383 shares; 2024Q4: 529 shares; 2025Q1: 529 shares; 2025Q2: 529 shares; 2025Q3: 529 shares; 2025Q4: 529 shares; 2026Q1: 529 shares; 2026Q2: 529 shares 529 $6.75K <0.01% 0 Timeline GFI GOLD FIELDS LTD More: the full row for GOLD FIELDS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 200 shares; 2024Q4: 200 shares; 2025Q1: 200 shares; 2025Q2: 200 shares; 2025Q3: 200 shares; 2025Q4: 200 shares; 2026Q1: 200 shares; 2026Q2: 200 shares 200 $6.72K <0.01% 0 Timeline CORN TEUCRIUM COMMODITY TR More: the full row for TEUCRIUM COMMODITY TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 400 shares; 2024Q4: 400 shares; 2025Q1: 400 shares; 2025Q2: 400 shares; 2025Q3: 400 shares; 2025Q4: 400 shares; 2026Q1: 400 shares; 2026Q2: 400 shares 400 $6.7K <0.01% 0 Timeline LDOS LEIDOS HOLDINGS INC More: the full row for LEIDOS HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 65 shares; 2024Q4: 65 shares; 2025Q1: 65 shares; 2025Q2: 65 shares; 2025Q3: 65 shares; 2025Q4: 65 shares; 2026Q1: 65 shares; 2026Q2: 65 shares 65 $6.69K <0.01% 0 Timeline RSPG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 68 shares; 2024Q4: 68 shares; 2025Q1: 68 shares; 2025Q2: 68 shares; 2025Q3: 68 shares; 2025Q4: 68 shares; 2026Q1: 68 shares; 2026Q2: 68 shares 68 $6.66K <0.01% 0 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21 shares; 2024Q4: 21 shares; 2025Q1: 21 shares; 2025Q2: 21 shares; 2025Q3: 21 shares; 2025Q4: 21 shares; 2026Q1: 21 shares; 2026Q2: 21 shares 21 $6.61K <0.01% 0 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 19 shares; 2026Q2: 87 shares 87 $6.47K <0.01% +68 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 89 shares; 2026Q1: 89 shares; 2026Q2: 89 shares 89 $6.4K <0.01% 0 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; 2024Q3: not reported; 2024Q4: 24 shares; 2025Q1: 26 shares; 2025Q2: 27 shares; 2025Q3: 27 shares; 2025Q4: 27 shares; 2026Q1: 28 shares; 2026Q2: 28 shares 28 $6.23K <0.01% 0 Timeline CGGO CAPITAL GROUP GBL GROWTH EQT More: the full row for CAPITAL GROUP GBL GROWTH EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 147 shares 147 $6.22K <0.01% new Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21 shares; 2024Q4: 21 shares; 2025Q1: 21 shares; 2025Q2: 518 shares; 2025Q3: 18 shares; 2025Q4: 18 shares; 2026Q1: 18 shares; 2026Q2: 18 shares 18 $6.2K <0.01% 0 Timeline BOTZ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 160 shares; 2024Q4: 160 shares; 2025Q1: 160 shares; 2025Q2: 160 shares; 2025Q3: 160 shares; 2025Q4: 160 shares; 2026Q1: 160 shares; 2026Q2: 160 shares 160 $6.07K <0.01% 0 Timeline USOY TIDAL TRUST II More: the full row for TIDAL TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 625 shares 625 $5.99K <0.01% new Timeline HOG HARLEY DAVIDSON INC More: the full row for HARLEY DAVIDSON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 232 shares; 2024Q4: 233 shares; 2025Q1: 235 shares; 2025Q2: 237 shares; 2025Q3: 238 shares; 2025Q4: 240 shares; 2026Q1: 243 shares; 2026Q2: 244 shares 244 $5.98K <0.01% +1 Timeline MGM MGM RESORTS INTERNATIONAL More: the full row for MGM RESORTS INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 125 shares; 2024Q4: 125 shares; 2025Q1: 125 shares; 2025Q2: 125 shares; 2025Q3: 125 shares; 2025Q4: 125 shares; 2026Q1: 125 shares; 2026Q2: 125 shares 125 $5.98K <0.01% 0 Timeline QYLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 350 shares; 2024Q4: 322 shares; 2025Q1: 322 shares; 2025Q2: 322 shares; 2025Q3: 322 shares; 2025Q4: 322 shares; 2026Q1: 322 shares; 2026Q2: 322 shares 322 $5.93K <0.01% 0 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20 shares; 2024Q4: 20 shares; 2025Q1: 20 shares; 2025Q2: 20 shares; 2025Q3: 20 shares; 2025Q4: 20 shares; 2026Q1: 120 shares; 2026Q2: 20 shares 20 $5.81K <0.01% -100 Timeline DFSE DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 76 shares; 2024Q4: 76 shares; 2025Q1: 76 shares; 2025Q2: 77 shares; 2025Q3: 77 shares; 2025Q4: 78 shares; 2026Q1: 78 shares; 2026Q2: 119 shares 119 $5.8K <0.01% +41 Timeline KVUE KENVUE INC More: the full row for KENVUE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,854 shares; 2024Q4: 560 shares; 2025Q1: 303 shares; 2025Q2: 303 shares; 2025Q3: 303 shares; 2025Q4: 303 shares; 2026Q1: 303 shares; 2026Q2: 303 shares 303 $5.79K <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; 2024Q3: 100 shares; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 100 shares 100 $5.7K <0.01% new Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,498 shares; 2024Q4: 79 shares; 2025Q1: 1,500 shares; 2025Q2: 1,500 shares; 2025Q3: not reported; 2025Q4: 6,061 shares; 2026Q1: 61 shares; 2026Q2: 161 shares 161 $5.47K <0.01% +100 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 37 shares; 2024Q4: 38 shares; 2025Q1: 217 shares; 2025Q2: 223 shares; 2025Q3: 57 shares; 2025Q4: 61 shares; 2026Q1: 72 shares; 2026Q2: 73 shares 73 $5.32K <0.01% +1 Timeline WY WEYERHAEUSER CO More: the full row for WEYERHAEUSER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 210 shares; 2024Q4: 212 shares; 2025Q1: 213 shares; 2025Q2: 215 shares; 2025Q3: 217 shares; 2025Q4: 218 shares; 2026Q1: 220 shares; 2026Q2: 223 shares 223 $5.32K <0.01% +3 Timeline FLR FLUOR CORP More: the full row for FLUOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 100 shares; 2024Q4: 100 shares; 2025Q1: 900 shares; 2025Q2: 100 shares; 2025Q3: 100 shares; 2025Q4: 100 shares; 2026Q1: 100 shares; 2026Q2: 100 shares 100 $5.24K <0.01% 0 Timeline