ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,524,701 shares; 2024Q4: 1,497,019 shares; 2025Q1: 1,461,163 shares; 2025Q2: 1,446,573 shares; 2025Q3: 1,366,477 shares; 2025Q4: 1,356,067 shares; 2026Q1: 1,339,942 shares; 2026Q2: 1,275,016 shares 1,275,016 $209M 17.12% -64,926 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: 251,908 shares; 2024Q4: 262,035 shares; 2025Q1: 259,320 shares; 2025Q2: 255,171 shares; 2025Q3: 254,336 shares; 2025Q4: 257,515 shares; 2026Q1: 257,701 shares; 2026Q2: 254,520 shares 254,520 $94.2M 7.7% -3,181 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: 81,775 shares; 2024Q4: 80,716 shares; 2025Q1: 80,932 shares; 2025Q2: 80,364 shares; 2025Q3: 79,005 shares; 2025Q4: 78,621 shares; 2026Q1: 80,430 shares; 2026Q2: 80,455 shares 80,455 $60.3M 4.92% +25 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 688,368 shares; 2024Q4: 679,266 shares; 2025Q1: 694,235 shares; 2025Q2: 709,937 shares; 2025Q3: 704,930 shares; 2025Q4: 707,934 shares; 2026Q1: 694,812 shares; 2026Q2: 633,341 shares 633,341 $49.3M 4.03% -61,471 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: 197,033 shares; 2024Q4: 194,007 shares; 2025Q1: 193,806 shares; 2025Q2: 191,155 shares; 2025Q3: 188,593 shares; 2025Q4: 188,120 shares; 2026Q1: 187,074 shares; 2026Q2: 186,771 shares 186,771 $44.2M 3.61% -303 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 213,201 shares; 2024Q4: 207,697 shares; 2025Q1: 204,698 shares; 2025Q2: 204,412 shares; 2025Q3: 200,796 shares; 2025Q4: 198,756 shares; 2026Q1: 196,375 shares; 2026Q2: 192,166 shares 192,166 $42.2M 3.45% -4,209 Timeline LDUR PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 450,768 shares; 2024Q4: 418,266 shares; 2025Q1: 428,021 shares; 2025Q2: 437,042 shares; 2025Q3: 427,796 shares; 2025Q4: 431,360 shares; 2026Q1: 436,032 shares; 2026Q2: 440,019 shares 440,019 $42.1M 3.44% +3,987 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 81,041 shares; 2024Q4: 78,919 shares; 2025Q1: 78,034 shares; 2025Q2: 77,566 shares; 2025Q3: 77,557 shares; 2025Q4: 77,079 shares; 2026Q1: 76,716 shares; 2026Q2: 460,518 shares 460,518 $39.7M 3.24% +383,802 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: 486,520 shares; 2024Q4: 475,768 shares; 2025Q1: 495,736 shares; 2025Q2: 504,423 shares; 2025Q3: 505,906 shares; 2025Q4: 523,900 shares; 2026Q1: 527,933 shares; 2026Q2: 470,368 shares 470,368 $34.5M 2.82% -57,565 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: 17,289 shares; 2024Q4: 18,354 shares; 2025Q1: 19,229 shares; 2025Q2: 23,371 shares; 2025Q3: 35,821 shares; 2025Q4: 38,292 shares; 2026Q1: 41,738 shares; 2026Q2: 44,414 shares 44,414 $30.5M 2.49% +2,676 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: 88,964 shares; 2024Q4: 89,611 shares; 2025Q1: 89,430 shares; 2025Q2: 88,836 shares; 2025Q3: 88,971 shares; 2025Q4: 88,430 shares; 2026Q1: 88,071 shares; 2026Q2: 88,001 shares 88,001 $30.3M 2.47% -70 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: 144,307 shares; 2024Q4: 140,336 shares; 2025Q1: 139,019 shares; 2025Q2: 138,701 shares; 2025Q3: 138,198 shares; 2025Q4: 137,735 shares; 2026Q1: 137,633 shares; 2026Q2: 136,583 shares 136,583 $29.8M 2.43% -1,050 Timeline MINT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 329,333 shares; 2024Q4: 309,759 shares; 2025Q1: 313,499 shares; 2025Q2: 300,490 shares; 2025Q3: 290,038 shares; 2025Q4: 255,770 shares; 2026Q1: 248,898 shares; 2026Q2: 254,494 shares 254,494 $25.7M 2.1% +5,596 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: 292,455 shares; 2024Q4: 278,685 shares; 2025Q1: 277,185 shares; 2025Q2: 272,763 shares; 2025Q3: 267,061 shares; 2025Q4: 263,950 shares; 2026Q1: 261,814 shares; 2026Q2: 235,271 shares 235,271 $23.3M 1.9% -26,543 Timeline JCPB 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: 221,371 shares; 2024Q4: 267,771 shares; 2025Q1: 312,726 shares; 2025Q2: 341,903 shares; 2025Q3: 374,238 shares; 2025Q4: 395,905 shares; 2026Q1: 411,891 shares; 2026Q2: 485,392 shares 485,392 $22.8M 1.86% +73,501 Timeline SMMU PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 285,415 shares; 2024Q4: 255,987 shares; 2025Q1: 339,642 shares; 2025Q2: 368,809 shares; 2025Q3: 364,346 shares; 2025Q4: 382,953 shares; 2026Q1: 402,850 shares; 2026Q2: 401,878 shares 401,878 $20.3M 1.66% -972 Timeline PULS PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 40,384 shares; 2024Q4: 84,211 shares; 2025Q1: 113,681 shares; 2025Q2: 118,118 shares; 2025Q3: 139,564 shares; 2025Q4: 165,338 shares; 2026Q1: 186,490 shares; 2026Q2: 362,454 shares 362,454 $18M 1.47% +175,964 Timeline JSCP 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: 9,696 shares; 2024Q4: 79,188 shares; 2025Q1: 116,059 shares; 2025Q2: 137,036 shares; 2025Q3: 217,013 shares; 2025Q4: 280,323 shares; 2026Q1: 321,942 shares; 2026Q2: 372,471 shares 372,471 $17.6M 1.44% +50,529 Timeline LMBS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 362,159 shares; 2024Q4: 312,915 shares; 2025Q1: 312,333 shares; 2025Q2: 310,700 shares; 2025Q3: 306,016 shares; 2025Q4: 307,367 shares; 2026Q1: 314,942 shares; 2026Q2: 346,384 shares 346,384 $17.2M 1.41% +31,442 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,089 shares; 2024Q4: 5,073 shares; 2025Q1: 5,073 shares; 2025Q2: 5,088 shares; 2025Q3: 5,060 shares; 2025Q4: 5,016 shares; 2026Q1: 5,016 shares; 2026Q2: 5,112 shares 5,112 $16.3M 1.34% +96 Timeline SPHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 136,818 shares; 2024Q4: 140,966 shares; 2025Q1: 151,172 shares; 2025Q2: 156,888 shares; 2025Q3: 160,482 shares; 2025Q4: 163,145 shares; 2026Q1: 162,354 shares; 2026Q2: 168,722 shares 168,722 $15.2M 1.24% +6,368 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: 218,766 shares; 2024Q4: 195,174 shares; 2025Q1: 183,446 shares; 2025Q2: 178,418 shares; 2025Q3: 165,498 shares; 2025Q4: 163,634 shares; 2026Q1: 160,034 shares; 2026Q2: 155,513 shares 155,513 $14.8M 1.21% -4,521 Timeline JPLD J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,279 shares; 2024Q4: 71,627 shares; 2025Q1: 161,962 shares; 2025Q2: 185,521 shares; 2025Q3: 211,310 shares; 2025Q4: 250,959 shares; 2026Q1: 263,719 shares; 2026Q2: 273,341 shares 273,341 $14.3M 1.17% +9,622 Timeline SPTM 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: 61,678 shares; 2024Q4: 73,702 shares; 2025Q1: 88,164 shares; 2025Q2: 109,966 shares; 2025Q3: 126,007 shares; 2025Q4: 140,357 shares; 2026Q1: 144,319 shares; 2026Q2: 156,894 shares 156,894 $14.2M 1.16% +12,575 Timeline BOND PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 111,163 shares; 2024Q4: 102,053 shares; 2025Q1: 108,279 shares; 2025Q2: 113,366 shares; 2025Q3: 114,895 shares; 2025Q4: 116,230 shares; 2026Q1: 126,066 shares; 2026Q2: 153,482 shares 153,482 $14.2M 1.16% +27,416 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: 117,466 shares; 2024Q4: 115,805 shares; 2025Q1: 122,780 shares; 2025Q2: 127,753 shares; 2025Q3: 132,563 shares; 2025Q4: 134,539 shares; 2026Q1: 133,853 shares; 2026Q2: 137,069 shares 137,069 $13.1M 1.07% +3,216 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: 217,447 shares; 2024Q4: 203,374 shares; 2025Q1: 217,306 shares; 2025Q2: 226,957 shares; 2025Q3: 264,013 shares; 2025Q4: 266,755 shares; 2026Q1: 268,412 shares; 2026Q2: 247,217 shares 247,217 $12.5M 1.02% -21,195 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 169,482 shares; 2024Q4: 164,282 shares; 2025Q1: 160,493 shares; 2025Q2: 155,749 shares; 2025Q3: 146,794 shares; 2025Q4: 135,654 shares; 2026Q1: 131,500 shares; 2026Q2: 126,855 shares 126,855 $12.2M 1% -4,645 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: 42,021 shares; 2024Q4: 40,919 shares; 2025Q1: 41,256 shares; 2025Q2: 41,141 shares; 2025Q3: 41,120 shares; 2025Q4: 41,080 shares; 2026Q1: 40,805 shares; 2026Q2: 40,087 shares 40,087 $12.2M 0.99% -718 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: 34,603 shares; 2024Q4: 33,794 shares; 2025Q1: 33,743 shares; 2025Q2: 33,293 shares; 2025Q3: 33,286 shares; 2025Q4: 33,345 shares; 2026Q1: 33,232 shares; 2026Q2: 129,727 shares 129,727 $10.5M 0.85% +96,495 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: 111,373 shares; 2024Q4: 88,827 shares; 2025Q1: 106,736 shares; 2025Q2: 113,906 shares; 2025Q3: 103,376 shares; 2025Q4: 110,417 shares; 2026Q1: 111,051 shares; 2026Q2: 96,298 shares 96,298 $10.3M 0.84% -14,753 Timeline JMST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 248,540 shares; 2024Q4: 247,170 shares; 2025Q1: 248,299 shares; 2025Q2: 250,699 shares; 2025Q3: 245,359 shares; 2025Q4: 230,340 shares; 2026Q1: 219,850 shares; 2026Q2: 198,650 shares 198,650 $10.1M 0.83% -21,200 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 44,216 shares; 2024Q4: 44,045 shares; 2025Q1: 43,047 shares; 2025Q2: 42,647 shares; 2025Q3: 41,307 shares; 2025Q4: 40,444 shares; 2026Q1: 39,586 shares; 2026Q2: 39,255 shares 39,255 $9.66M 0.79% -331 Timeline ACWI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 66,854 shares; 2024Q4: 63,049 shares; 2025Q1: 62,807 shares; 2025Q2: 61,108 shares; 2025Q3: 59,977 shares; 2025Q4: 60,002 shares; 2026Q1: 59,933 shares; 2026Q2: 60,154 shares 60,154 $9.44M 0.77% +221 Timeline MUNI PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 134,009 shares; 2024Q4: 105,492 shares; 2025Q1: 127,282 shares; 2025Q2: 131,043 shares; 2025Q3: 136,781 shares; 2025Q4: 138,728 shares; 2026Q1: 155,686 shares; 2026Q2: 169,014 shares 169,014 $8.89M 0.73% +13,328 Timeline VCRB VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,961 shares; 2025Q1: 2,553 shares; 2025Q2: 7,629 shares; 2025Q3: 22,571 shares; 2025Q4: 24,851 shares; 2026Q1: 31,728 shares; 2026Q2: 111,119 shares 111,119 $8.58M 0.7% +79,391 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 16,952 shares; 2026Q1: 45,546 shares; 2026Q2: 93,143 shares 93,143 $8.19M 0.67% +47,597 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: 102,607 shares; 2024Q4: 114,270 shares; 2025Q1: 158,847 shares; 2025Q2: 162,702 shares; 2025Q3: 165,784 shares; 2025Q4: 175,766 shares; 2026Q1: 180,278 shares; 2026Q2: 169,841 shares 169,841 $7.73M 0.63% -10,437 Timeline FTCS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 105,294 shares; 2024Q4: 96,026 shares; 2025Q1: 92,099 shares; 2025Q2: 93,354 shares; 2025Q3: 89,217 shares; 2025Q4: 88,920 shares; 2026Q1: 88,822 shares; 2026Q2: 80,980 shares 80,980 $7.61M 0.62% -7,842 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: 20,602 shares; 2024Q4: 20,563 shares; 2025Q1: 20,897 shares; 2025Q2: 20,843 shares; 2025Q3: 20,781 shares; 2025Q4: 21,186 shares; 2026Q1: 21,966 shares; 2026Q2: 22,979 shares 22,979 $6.65M 0.54% +1,013 Timeline JMUB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 38,458 shares; 2025Q1: 31,100 shares; 2025Q2: 73,671 shares; 2025Q3: 88,143 shares; 2025Q4: 89,723 shares; 2026Q1: 112,837 shares; 2026Q2: 130,289 shares 130,289 $6.6M 0.54% +17,452 Timeline VSDB VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 81,727 shares 81,727 $6.24M 0.51% new Timeline FTSM 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: 161,745 shares; 2024Q4: 157,026 shares; 2025Q1: 173,438 shares; 2025Q2: 161,673 shares; 2025Q3: 150,538 shares; 2025Q4: 133,418 shares; 2026Q1: 128,667 shares; 2026Q2: 102,913 shares 102,913 $6.15M 0.5% -25,754 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: 88,784 shares; 2024Q4: 78,940 shares; 2025Q1: 67,571 shares; 2025Q2: 68,863 shares; 2025Q3: 62,389 shares; 2025Q4: 66,952 shares; 2026Q1: 66,562 shares; 2026Q2: 67,370 shares 67,370 $5.76M 0.47% +808 Timeline JQUA J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,847 shares; 2024Q4: 28,634 shares; 2025Q1: 35,881 shares; 2025Q2: 41,746 shares; 2025Q3: 50,641 shares; 2025Q4: 56,723 shares; 2026Q1: 58,307 shares; 2026Q2: 61,575 shares 61,575 $4.45M 0.36% +3,268 Timeline QQQM 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: 7,107 shares; 2024Q4: 7,492 shares; 2025Q1: 9,088 shares; 2025Q2: 9,705 shares; 2025Q3: 10,434 shares; 2025Q4: 10,933 shares; 2026Q1: 11,570 shares; 2026Q2: 13,140 shares 13,140 $3.98M 0.33% +1,570 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 46,881 shares; 2024Q4: 43,147 shares; 2025Q1: 45,455 shares; 2025Q2: 46,182 shares; 2025Q3: 38,577 shares; 2025Q4: 38,161 shares; 2026Q1: 38,334 shares; 2026Q2: 36,931 shares 36,931 $3.97M 0.32% -1,403 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: 98,845 shares; 2024Q4: 83,694 shares; 2025Q1: 86,633 shares; 2025Q2: 85,211 shares; 2025Q3: 90,306 shares; 2025Q4: 89,946 shares; 2026Q1: 88,654 shares; 2026Q2: 77,736 shares 77,736 $3.93M 0.32% -10,918 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: 53,460 shares; 2024Q4: 56,944 shares; 2025Q1: 60,589 shares; 2025Q2: 48,597 shares; 2025Q3: 55,357 shares; 2025Q4: 44,312 shares; 2026Q1: 37,936 shares; 2026Q2: 74,765 shares 74,765 $3.72M 0.3% +36,829 Timeline RDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,984 shares; 2024Q4: 22,094 shares; 2025Q1: 20,914 shares; 2025Q2: 16,701 shares; 2025Q3: 18,249 shares; 2025Q4: 30,852 shares; 2026Q1: 38,665 shares; 2026Q2: 45,458 shares 45,458 $3.68M 0.3% +6,793 Timeline VSDM VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 43,473 shares 43,473 $3.33M 0.27% new Timeline QGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,152 shares; 2024Q4: 16,597 shares; 2025Q1: 24,492 shares; 2025Q2: 32,709 shares; 2025Q3: 40,773 shares; 2025Q4: 45,957 shares; 2026Q1: 48,829 shares; 2026Q2: 49,781 shares 49,781 $3.29M 0.27% +952 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: 7,242 shares; 2024Q4: 7,337 shares; 2025Q1: 7,519 shares; 2025Q2: 8,514 shares; 2025Q3: 8,342 shares; 2025Q4: 8,871 shares; 2026Q1: 8,821 shares; 2026Q2: 8,636 shares 8,636 $3.22M 0.26% -185 Timeline SPMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,329 shares; 2025Q2: 9,148 shares; 2025Q3: 12,579 shares; 2025Q4: 13,487 shares; 2026Q1: 16,027 shares; 2026Q2: 18,593 shares 18,593 $3M 0.25% +2,566 Timeline USFR WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 289,650 shares; 2024Q4: 272,204 shares; 2025Q1: 245,996 shares; 2025Q2: 220,859 shares; 2025Q3: 196,185 shares; 2025Q4: 143,049 shares; 2026Q1: 113,656 shares; 2026Q2: 58,030 shares 58,030 $2.92M 0.24% -55,626 Timeline VCRM VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 37,900 shares 37,900 $2.9M 0.24% new 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: 8,442 shares; 2024Q4: 8,592 shares; 2025Q1: 8,842 shares; 2025Q2: 9,713 shares; 2025Q3: 9,678 shares; 2025Q4: 12,812 shares; 2026Q1: 12,884 shares; 2026Q2: 12,400 shares 12,400 $2.48M 0.2% -484 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 43,851 shares; 2024Q4: 33,791 shares; 2025Q1: 33,082 shares; 2025Q2: 33,137 shares; 2025Q3: 32,787 shares; 2025Q4: 32,894 shares; 2026Q1: 33,087 shares; 2026Q2: 32,542 shares 32,542 $2.47M 0.2% -545 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: 4,416 shares; 2024Q4: 13,518 shares; 2025Q1: 20,027 shares; 2025Q2: 39,062 shares; 2025Q3: 37,355 shares; 2025Q4: 36,438 shares; 2026Q1: 46,771 shares; 2026Q2: 75,924 shares 75,924 $2.41M 0.2% +29,153 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: 22,360 shares; 2024Q4: 19,244 shares; 2025Q1: 20,752 shares; 2025Q2: 20,388 shares; 2025Q3: 16,453 shares; 2025Q4: 17,102 shares; 2026Q1: 20,587 shares; 2026Q2: 18,656 shares 18,656 $2.11M 0.17% -1,931 Timeline ISTB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 92,693 shares; 2024Q4: 82,576 shares; 2025Q1: 81,048 shares; 2025Q2: 78,207 shares; 2025Q3: 74,180 shares; 2025Q4: 47,781 shares; 2026Q1: 45,240 shares; 2026Q2: 42,999 shares 42,999 $2.07M 0.17% -2,241 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: 25,576 shares; 2024Q4: 25,595 shares; 2025Q1: 25,595 shares; 2025Q2: 25,605 shares; 2025Q3: 25,614 shares; 2025Q4: 25,785 shares; 2026Q1: 25,694 shares; 2026Q2: 24,319 shares 24,319 $1.98M 0.16% -1,375 Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,101 shares; 2024Q4: 55,544 shares; 2025Q1: 55,544 shares; 2025Q2: 55,732 shares; 2025Q3: 55,732 shares; 2025Q4: 55,733 shares; 2026Q1: 55,733 shares; 2026Q2: 55,545 shares 55,545 $1.76M 0.14% -188 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: 15,717 shares; 2024Q4: 16,155 shares; 2025Q1: 16,533 shares; 2025Q2: 16,425 shares; 2025Q3: 17,334 shares; 2025Q4: 17,544 shares; 2026Q1: 18,040 shares; 2026Q2: 18,113 shares 18,113 $1.63M 0.13% +73 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: 3,009 shares; 2024Q4: 3,058 shares; 2025Q1: 3,215 shares; 2025Q2: 3,704 shares; 2025Q3: 3,704 shares; 2025Q4: 6,234 shares; 2026Q1: 6,501 shares; 2026Q2: 6,481 shares 6,481 $1.54M 0.13% -20 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,619 shares; 2024Q4: 7,673 shares; 2025Q1: 7,683 shares; 2025Q2: 8,269 shares; 2025Q3: 8,252 shares; 2025Q4: 9,035 shares; 2026Q1: 9,201 shares; 2026Q2: 8,971 shares 8,971 $1.33M 0.11% -230 Timeline SPSM 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: 30,772 shares; 2024Q4: 30,697 shares; 2025Q1: 29,886 shares; 2025Q2: 29,656 shares; 2025Q3: 24,008 shares; 2025Q4: 23,590 shares; 2026Q1: 22,079 shares; 2026Q2: 22,117 shares 22,117 $1.28M 0.1% +38 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: 3,831 shares; 2024Q4: 3,844 shares; 2025Q1: 3,869 shares; 2025Q2: 4,177 shares; 2025Q3: 4,187 shares; 2025Q4: 4,327 shares; 2026Q1: 3,871 shares; 2026Q2: 3,907 shares 3,907 $1.22M 0.1% +36 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 154 shares; 2024Q4: 154 shares; 2025Q1: 271 shares; 2025Q2: 271 shares; 2025Q3: 1,993 shares; 2025Q4: 1,993 shares; 2026Q1: 1,993 shares; 2026Q2: 14,861 shares 14,861 $1.18M 0.1% +12,868 Timeline XMHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,956 shares; 2024Q4: 19,096 shares; 2025Q1: 16,444 shares; 2025Q2: 14,289 shares; 2025Q3: 10,162 shares; 2025Q4: 9,917 shares; 2026Q1: 9,899 shares; 2026Q2: 10,400 shares 10,400 $1.17M 0.1% +501 Timeline GSLC GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,206 shares; 2024Q4: 6,067 shares; 2025Q1: 6,072 shares; 2025Q2: 6,770 shares; 2025Q3: 6,783 shares; 2025Q4: 6,689 shares; 2026Q1: 6,704 shares; 2026Q2: 6,718 shares 6,718 $953K 0.08% +14 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: 4,129 shares; 2024Q4: 4,157 shares; 2025Q1: 6,805 shares; 2025Q2: 6,789 shares; 2025Q3: 6,799 shares; 2025Q4: 6,949 shares; 2026Q1: 6,596 shares; 2026Q2: 6,614 shares 6,614 $904K 0.07% +18 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: 9,622 shares; 2024Q4: 9,652 shares; 2025Q1: 9,290 shares; 2025Q2: 9,341 shares; 2025Q3: 9,341 shares; 2025Q4: 9,397 shares; 2026Q1: 9,397 shares; 2026Q2: 8,736 shares 8,736 $844K 0.07% -661 Timeline WDFC WD 40 CO More: the full row for WD 40 CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,784 shares; 2024Q4: 2,795 shares; 2025Q1: 2,795 shares; 2025Q2: 2,795 shares; 2025Q3: 2,795 shares; 2025Q4: 2,795 shares; 2026Q1: 2,795 shares; 2026Q2: 2,795 shares 2,795 $681K 0.06% 0 Timeline PYLD PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 5,212 shares; 2025Q1: 10,342 shares; 2025Q2: 19,687 shares; 2025Q3: 20,368 shares; 2025Q4: 20,765 shares; 2026Q1: 22,563 shares; 2026Q2: 24,790 shares 24,790 $657K 0.05% +2,227 Timeline SFNC SIMMONS FIRST NATL CORP More: the full row for SIMMONS FIRST NATL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,386 shares; 2024Q4: 12,488 shares; 2025Q1: 12,588 shares; 2025Q2: 12,699 shares; 2025Q3: 28,010 shares; 2025Q4: 28,300 shares; 2026Q1: 28,597 shares; 2026Q2: 28,895 shares 28,895 $654K 0.05% +298 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: 1,168 shares; 2024Q4: 1,129 shares; 2025Q1: 1,254 shares; 2025Q2: 1,428 shares; 2025Q3: 1,428 shares; 2025Q4: 1,556 shares; 2026Q1: 1,550 shares; 2026Q2: 1,550 shares 1,550 $652K 0.05% 0 Timeline BCAT BLACKROCK CAP ALLOCATION TER More: the full row for BLACKROCK CAP ALLOCATION TER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 30,308 shares; 2025Q3: 32,007 shares; 2025Q4: 33,812 shares; 2026Q1: 35,663 shares; 2026Q2: 37,467 shares 37,467 $597K 0.05% +1,804 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: 799 shares; 2024Q4: 818 shares; 2025Q1: 836 shares; 2025Q2: 966 shares; 2025Q3: 972 shares; 2025Q4: 1,014 shares; 2026Q1: 1,009 shares; 2026Q2: 1,026 shares 1,026 $578K 0.05% +17 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: 930 shares; 2024Q4: 949 shares; 2025Q1: 1,066 shares; 2025Q2: 1,067 shares; 2025Q3: 1,068 shares; 2025Q4: 1,511 shares; 2026Q1: 1,674 shares; 2026Q2: 1,594 shares 1,594 $563K 0.05% -80 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: 1,426 shares; 2024Q4: 1,387 shares; 2025Q1: 1,385 shares; 2025Q2: 1,386 shares; 2025Q3: 1,387 shares; 2025Q4: 1,369 shares; 2026Q1: 1,370 shares; 2026Q2: 1,328 shares 1,328 $544K 0.04% -42 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: 408 shares; 2025Q3: 2,043 shares; 2025Q4: 2,517 shares; 2026Q1: 2,521 shares; 2026Q2: 2,524 shares 2,524 $537K 0.04% +3 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: 67 shares; 2024Q4: 70 shares; 2025Q1: 67 shares; 2025Q2: 516 shares; 2025Q3: 493 shares; 2025Q4: 549 shares; 2026Q1: 550 shares; 2026Q2: 487 shares 487 $519K 0.04% -63 Timeline CPSL CALAMOS ETF TR More: the full row for CALAMOS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,589 shares; 2025Q4: 11,376 shares; 2026Q1: 14,125 shares; 2026Q2: 18,452 shares 18,452 $515K 0.04% +4,327 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: 703 shares; 2024Q4: 728 shares; 2025Q1: 759 shares; 2025Q2: 987 shares; 2025Q3: 989 shares; 2025Q4: 1,351 shares; 2026Q1: 1,367 shares; 2026Q2: 1,341 shares 1,341 $507K 0.04% -26 Timeline UNM UNUM GROUP More: the full row for UNUM GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,657 shares; 2025Q2: 5,657 shares; 2025Q3: 5,657 shares; 2025Q4: 5,657 shares; 2026Q1: 5,657 shares; 2026Q2: 5,657 shares 5,657 $506K 0.04% 0 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 714 shares; 2024Q4: 711 shares; 2025Q1: 706 shares; 2025Q2: 750 shares; 2025Q3: 704 shares; 2025Q4: 6,910 shares; 2026Q1: 6,951 shares; 2026Q2: 6,811 shares 6,811 $486K 0.04% -140 Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 6,243 shares; 2025Q1: 6,249 shares; 2025Q2: 6,258 shares; 2025Q3: 6,268 shares; 2025Q4: 6,280 shares; 2026Q1: 6,287 shares; 2026Q2: 6,297 shares 6,297 $483K 0.04% +10 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: 1,289 shares; 2024Q4: 1,300 shares; 2025Q1: 1,309 shares; 2025Q2: 1,264 shares; 2025Q3: 1,265 shares; 2025Q4: 1,266 shares; 2026Q1: 1,276 shares; 2026Q2: 1,277 shares 1,277 $477K 0.04% +1 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: 757 shares; 2024Q4: 794 shares; 2025Q1: 922 shares; 2025Q2: 1,080 shares; 2025Q3: 1,081 shares; 2025Q4: 1,384 shares; 2026Q1: 1,357 shares; 2026Q2: 1,297 shares 1,297 $463K 0.04% -60 Timeline DNL WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,675 shares; 2024Q4: 11,304 shares; 2025Q1: 11,271 shares; 2025Q2: 11,351 shares; 2025Q3: 8,242 shares; 2025Q4: 8,857 shares; 2026Q1: 8,855 shares; 2026Q2: 9,999 shares 9,999 $462K 0.04% +1,144 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: 919 shares; 2024Q4: 954 shares; 2025Q1: 1,070 shares; 2025Q2: 2,546 shares; 2025Q3: 2,549 shares; 2025Q4: 2,533 shares; 2026Q1: 2,499 shares; 2026Q2: 2,502 shares 2,502 $415K 0.03% +3 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: 2,158 shares; 2024Q4: 2,206 shares; 2025Q1: 2,366 shares; 2025Q2: 2,808 shares; 2025Q3: 2,822 shares; 2025Q4: 3,160 shares; 2026Q1: 3,206 shares; 2026Q2: 3,219 shares 3,219 $414K 0.03% +13 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: 2,000 shares; 2024Q4: 2,000 shares; 2025Q1: 2,074 shares; 2025Q2: 2,125 shares; 2025Q3: 2,126 shares; 2025Q4: 2,127 shares; 2026Q1: 2,443 shares; 2026Q2: 2,444 shares 2,444 $413K 0.03% +1 Timeline JTEK J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 66 shares; 2025Q2: 66 shares; 2025Q3: 2,982 shares; 2025Q4: 2,982 shares; 2026Q1: 3,639 shares; 2026Q2: 3,639 shares 3,639 $406K 0.03% 0 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,303 shares; 2024Q4: 2,303 shares; 2025Q1: 2,303 shares; 2025Q2: 2,894 shares; 2025Q3: 2,797 shares; 2025Q4: 2,799 shares; 2026Q1: 2,801 shares; 2026Q2: 2,803 shares 2,803 $405K 0.03% +2 Timeline XLRE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,630 shares; 2024Q4: 8,722 shares; 2025Q1: 8,777 shares; 2025Q2: 8,855 shares; 2025Q3: 8,922 shares; 2025Q4: 9,019 shares; 2026Q1: 9,080 shares; 2026Q2: 9,157 shares 9,157 $403K 0.03% +77 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,627 shares; 2024Q4: 5,245 shares; 2025Q1: 5,635 shares; 2025Q2: 5,660 shares; 2025Q3: 5,677 shares; 2025Q4: 4,886 shares; 2026Q1: 4,787 shares; 2026Q2: 4,791 shares 4,791 $401K 0.03% +4 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: 3,472 shares; 2024Q4: 3,483 shares; 2025Q1: 3,491 shares; 2025Q2: 5,026 shares; 2025Q3: 4,942 shares; 2025Q4: 4,963 shares; 2026Q1: 5,070 shares; 2026Q2: 5,080 shares 5,080 $392K 0.03% +10 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: 454 shares; 2024Q4: 454 shares; 2025Q1: 454 shares; 2025Q2: 454 shares; 2025Q3: 454 shares; 2025Q4: 454 shares; 2026Q1: 1,606 shares; 2026Q2: 1,610 shares 1,610 $390K 0.03% +4 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,636 shares; 2024Q4: 3,701 shares; 2025Q1: 3,806 shares; 2025Q2: 3,842 shares; 2025Q3: 3,879 shares; 2025Q4: 3,914 shares; 2026Q1: 3,956 shares; 2026Q2: 3,990 shares 3,990 $385K 0.03% +34 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: 301 shares; 2024Q4: 301 shares; 2025Q1: 303 shares; 2025Q2: 303 shares; 2025Q3: 303 shares; 2025Q4: 303 shares; 2026Q1: 305 shares; 2026Q2: 306 shares 306 $359K 0.03% +1 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: 3,625 shares; 2024Q4: 3,645 shares; 2025Q1: 3,228 shares; 2025Q2: 3,256 shares; 2025Q3: 3,256 shares; 2025Q4: 3,301 shares; 2026Q1: 3,301 shares; 2026Q2: 2,880 shares 2,880 $358K 0.03% -421 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: 717 shares; 2024Q4: 717 shares; 2025Q1: 717 shares; 2025Q2: 717 shares; 2025Q3: 717 shares; 2025Q4: 717 shares; 2026Q1: 717 shares; 2026Q2: 2,870 shares 2,870 $356K 0.03% +2,153 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,692 shares; 2024Q4: 11,735 shares; 2025Q1: 11,759 shares; 2025Q2: 11,797 shares; 2025Q3: 11,832 shares; 2025Q4: 11,574 shares; 2026Q1: 11,589 shares; 2026Q2: 11,621 shares 11,621 $354K 0.03% +32 Timeline AGIX KRANESHARES TRUST More: the full row for KRANESHARES 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: 261 shares; 2026Q1: 261 shares; 2026Q2: 7,383 shares 7,383 $346K 0.03% +7,122 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: 526 shares; 2024Q4: 526 shares; 2025Q1: 526 shares; 2025Q2: 576 shares; 2025Q3: 576 shares; 2025Q4: 685 shares; 2026Q1: 685 shares; 2026Q2: 685 shares 685 $343K 0.03% 0 Timeline WAB WABTEC More: the full row for WABTEC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26 shares; 2024Q4: 40 shares; 2025Q1: 40 shares; 2025Q2: 40 shares; 2025Q3: 40 shares; 2025Q4: 40 shares; 2026Q1: 1,258 shares; 2026Q2: 1,258 shares 1,258 $339K 0.03% 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: 4,100 shares; 2024Q4: 4,100 shares; 2025Q1: 4,385 shares; 2025Q2: 4,100 shares; 2025Q3: 4,100 shares; 2025Q4: 4,100 shares; 2026Q1: 4,100 shares; 2026Q2: 4,100 shares 4,100 $339K 0.03% 0 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 562 shares; 2024Q4: 563 shares; 2025Q1: 563 shares; 2025Q2: 564 shares; 2025Q3: 538 shares; 2025Q4: 430 shares; 2026Q1: 431 shares; 2026Q2: 458 shares 458 $337K 0.03% +27 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: 1,733 shares; 2024Q4: 1,783 shares; 2025Q1: 1,857 shares; 2025Q2: 2,631 shares; 2025Q3: 2,480 shares; 2025Q4: 2,480 shares; 2026Q1: 2,480 shares; 2026Q2: 2,326 shares 2,326 $325K 0.03% -154 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: 3,463 shares; 2024Q4: 3,563 shares; 2025Q1: 2,891 shares; 2025Q2: 2,891 shares; 2025Q3: 2,891 shares; 2025Q4: 2,909 shares; 2026Q1: 3,039 shares; 2026Q2: 3,039 shares 3,039 $316K 0.03% 0 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: 2,000 shares; 2024Q4: 2,000 shares; 2025Q1: 2,000 shares; 2025Q2: 2,000 shares; 2025Q3: 2,000 shares; 2025Q4: 2,000 shares; 2026Q1: 2,000 shares; 2026Q2: 2,000 shares 2,000 $310K 0.03% 0 Timeline IP INTERNATIONAL PAPER CO More: the full row for INTERNATIONAL PAPER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,991 shares; 2024Q4: 9,992 shares; 2025Q1: 9,992 shares; 2025Q2: 10,170 shares; 2025Q3: 10,173 shares; 2025Q4: 5,039 shares; 2026Q1: 8,065 shares; 2026Q2: 8,085 shares 8,085 $308K 0.03% +20 Timeline FDXF FEDEX FGHT HLDG CO INC More: the full row for FEDEX FGHT HLDG 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: not reported; 2026Q2: 1,948 shares 1,948 $294K 0.02% new Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,031 shares; 2024Q4: 1,034 shares; 2025Q1: 1,037 shares; 2025Q2: 1,041 shares; 2025Q3: 1,062 shares; 2025Q4: 1,102 shares; 2026Q1: 1,105 shares; 2026Q2: 394 shares 394 $294K 0.02% -711 Timeline PMBS PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,146 shares; 2025Q4: 1,864 shares; 2026Q1: 2,309 shares; 2026Q2: 5,837 shares 5,837 $288K 0.02% +3,528 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,950 shares; 2024Q4: 5,950 shares; 2025Q1: 5,850 shares; 2025Q2: 5,450 shares; 2025Q3: 5,450 shares; 2025Q4: 5,450 shares; 2026Q1: 5,450 shares; 2026Q2: 5,450 shares 5,450 $286K 0.02% 0 Timeline PSK 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: 10,555 shares; 2024Q4: 9,077 shares; 2025Q1: 9,087 shares; 2025Q2: 9,104 shares; 2025Q3: 9,121 shares; 2025Q4: 9,144 shares; 2026Q1: 9,141 shares; 2026Q2: 9,159 shares 9,159 $280K 0.02% +18 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: 7,409 shares; 2024Q4: 5,631 shares; 2025Q1: 3,232 shares; 2025Q2: 5,988 shares; 2025Q3: 6,152 shares; 2025Q4: 4,199 shares; 2026Q1: 3,908 shares; 2026Q2: 3,921 shares 3,921 $279K 0.02% +13 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: 900 shares; 2024Q4: 1,000 shares; 2025Q1: 900 shares; 2025Q2: 1,260 shares; 2025Q3: 1,161 shares; 2025Q4: 1,163 shares; 2026Q1: 1,250 shares; 2026Q2: 1,251 shares 1,251 $276K 0.02% +1 Timeline USIG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,217 shares; 2024Q4: 5,350 shares; 2025Q1: 5,350 shares; 2025Q2: 5,350 shares; 2025Q3: 5,350 shares; 2025Q4: 5,350 shares; 2026Q1: 5,350 shares; 2026Q2: 5,350 shares 5,350 $274K 0.02% 0 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 356 shares; 2024Q4: 358 shares; 2025Q1: 383 shares; 2025Q2: 1,121 shares; 2025Q3: 1,104 shares; 2025Q4: 1,078 shares; 2026Q1: 1,039 shares; 2026Q2: 1,042 shares 1,042 $265K 0.02% +3 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,587 shares; 2024Q4: 1,593 shares; 2025Q1: 1,597 shares; 2025Q2: 1,600 shares; 2025Q3: 1,604 shares; 2025Q4: 1,609 shares; 2026Q1: 1,613 shares; 2026Q2: 1,615 shares 1,615 $264K 0.02% +2 Timeline FBT 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: 1,147 shares; 2024Q4: 1,148 shares; 2025Q1: 1,148 shares; 2025Q2: 1,148 shares; 2025Q3: 1,065 shares; 2025Q4: 1,065 shares; 2026Q1: 1,065 shares; 2026Q2: 1,065 shares 1,065 $264K 0.02% 0 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,290 shares; 2024Q4: 1,266 shares; 2025Q1: 391 shares; 2025Q2: 391 shares; 2025Q3: 474 shares; 2025Q4: 732 shares; 2026Q1: 777 shares; 2026Q2: 734 shares 734 $252K 0.02% -43 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 87 shares; 2025Q1: 87 shares; 2025Q2: 1,083 shares; 2025Q3: 1,083 shares; 2025Q4: 933 shares; 2026Q1: 933 shares; 2026Q2: 933 shares 933 $239K 0.02% 0 Timeline FNDF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 788 shares; 2026Q1: 1,000 shares; 2026Q2: 4,461 shares 4,461 $235K 0.02% +3,461 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: 1,775 shares; 2024Q4: 1,811 shares; 2025Q1: 1,904 shares; 2025Q2: 2,699 shares; 2025Q3: 2,702 shares; 2025Q4: 3,009 shares; 2026Q1: 2,707 shares; 2026Q2: 2,680 shares 2,680 $235K 0.02% -27 Timeline VDE VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,539 shares; 2024Q4: 1,548 shares; 2025Q1: 1,542 shares; 2025Q2: 1,544 shares; 2025Q3: 1,545 shares; 2025Q4: 1,547 shares; 2026Q1: 1,549 shares; 2026Q2: 1,550 shares 1,550 $233K 0.02% +1 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: 1,582 shares; 2024Q4: 1,512 shares; 2025Q1: 1,572 shares; 2025Q2: 1,671 shares; 2025Q3: 1,672 shares; 2025Q4: 1,959 shares; 2026Q1: 1,962 shares; 2026Q2: 1,963 shares 1,963 $231K 0.02% +1 Timeline DRUP GRANITESHARES ETF TR More: the full row for GRANITESHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,638 shares; 2024Q4: 4,638 shares; 2025Q1: 4,638 shares; 2025Q2: 4,638 shares; 2025Q3: 4,638 shares; 2025Q4: 4,638 shares; 2026Q1: 4,638 shares; 2026Q2: 3,677 shares 3,677 $228K 0.02% -961 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: 3,000 shares; 2024Q4: 3,000 shares; 2025Q1: 3,000 shares; 2025Q2: 3,000 shares; 2025Q3: 3,000 shares; 2025Q4: 3,000 shares; 2026Q1: 3,000 shares; 2026Q2: 3,000 shares 3,000 $223K 0.02% 0 Timeline FIXD FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,334 shares; 2024Q4: 4,335 shares; 2025Q1: 4,382 shares; 2025Q2: 4,429 shares; 2025Q3: 4,479 shares; 2025Q4: 4,968 shares; 2026Q1: 5,024 shares; 2026Q2: 5,081 shares 5,081 $222K 0.02% +57 Timeline VLUE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,634 shares; 2024Q4: 1,124 shares; 2025Q1: 1,130 shares; 2025Q2: 1,375 shares; 2025Q3: 1,382 shares; 2025Q4: 1,093 shares; 2026Q1: 1,223 shares; 2026Q2: 1,102 shares 1,102 $220K 0.02% -121 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: 1,264 shares; 2024Q4: 1,190 shares; 2025Q1: 1,448 shares; 2025Q2: 2,036 shares; 2025Q3: 1,873 shares; 2025Q4: 1,567 shares; 2026Q1: 1,593 shares; 2026Q2: 1,489 shares 1,489 $218K 0.02% -104 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: 509 shares; 2024Q4: 511 shares; 2025Q1: 666 shares; 2025Q2: 690 shares; 2025Q3: 693 shares; 2025Q4: 802 shares; 2026Q1: 622 shares; 2026Q2: 618 shares 618 $218K 0.02% -4 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 105 shares; 2025Q3: 76 shares; 2025Q4: 211 shares; 2026Q1: 212 shares; 2026Q2: 213 shares 213 $216K 0.02% +1 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: 1,086 shares; 2024Q4: 2,221 shares; 2025Q1: 4,221 shares; 2025Q2: 4,665 shares; 2025Q3: 4,235 shares; 2025Q4: 7,742 shares; 2026Q1: 7,742 shares; 2026Q2: 7,777 shares 7,777 $215K 0.02% +35 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 30 shares; 2025Q1: 30 shares; 2025Q2: 216 shares; 2025Q3: 216 shares; 2025Q4: 216 shares; 2026Q1: 216 shares; 2026Q2: 180 shares 180 $208K 0.02% -36 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: 832 shares; 2024Q4: 783 shares; 2025Q1: 672 shares; 2025Q2: 1,093 shares; 2025Q3: 1,061 shares; 2025Q4: 952 shares; 2026Q1: 633 shares; 2026Q2: 633 shares 633 $207K 0.02% 0 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,257 shares; 2024Q4: 1,257 shares; 2025Q1: 1,183 shares; 2025Q2: 1,516 shares; 2025Q3: 1,519 shares; 2025Q4: 1,601 shares; 2026Q1: 1,490 shares; 2026Q2: 1,493 shares 1,493 $202K 0.02% +3 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: 54 shares; 2024Q4: 70 shares; 2025Q1: 128 shares; 2025Q2: 680 shares; 2025Q3: 685 shares; 2025Q4: 822 shares; 2026Q1: 778 shares; 2026Q2: 784 shares 784 $197K 0.02% +6 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,182 shares; 2024Q4: 1,183 shares; 2025Q1: 1,202 shares; 2025Q2: 1,185 shares; 2025Q3: 1,186 shares; 2025Q4: 1,186 shares; 2026Q1: 1,187 shares; 2026Q2: 1,188 shares 1,188 $189K 0.02% +1 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: 2,013 shares; 2024Q4: 2,016 shares; 2025Q1: 2,019 shares; 2025Q2: 2,021 shares; 2025Q3: 2,023 shares; 2025Q4: 4,052 shares; 2026Q1: 4,057 shares; 2026Q2: 4,062 shares 4,062 $184K 0.02% +5 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: 242 shares; 2024Q4: 249 shares; 2025Q1: 289 shares; 2025Q2: 436 shares; 2025Q3: 437 shares; 2025Q4: 382 shares; 2026Q1: 432 shares; 2026Q2: 536 shares 536 $184K 0.02% +104 Timeline IGIB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,425 shares; 2024Q4: 3,206 shares; 2025Q1: 3,223 shares; 2025Q2: 3,248 shares; 2025Q3: 3,275 shares; 2025Q4: 3,311 shares; 2026Q1: 3,329 shares; 2026Q2: 3,357 shares 3,357 $179K 0.01% +28 Timeline GRID FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 82 shares; 2026Q1: 444 shares; 2026Q2: 926 shares 926 $178K 0.01% +482 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: 3,645 shares; 2024Q4: 3,645 shares; 2025Q1: 3,645 shares; 2025Q2: 3,645 shares; 2025Q3: 3,645 shares; 2025Q4: 3,645 shares; 2026Q1: 3,645 shares; 2026Q2: 3,645 shares 3,645 $173K 0.01% 0 Timeline OXY/WS 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: 8,051 shares; 2024Q4: 7,101 shares; 2025Q1: 7,101 shares; 2025Q2: 7,101 shares; 2025Q3: 7,101 shares; 2025Q4: 6,316 shares; 2026Q1: 6,303 shares; 2026Q2: 6,303 shares 6,303 $168K 0.01% 0 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: 1,223 shares; 2024Q4: 4,897 shares; 2025Q1: 4,902 shares; 2025Q2: 4,907 shares; 2025Q3: 4,912 shares; 2025Q4: 4,916 shares; 2026Q1: 4,923 shares; 2026Q2: 4,928 shares 4,928 $167K 0.01% +5 Timeline DSI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,229 shares; 2024Q4: 1,222 shares; 2025Q1: 1,175 shares; 2025Q2: 1,178 shares; 2025Q3: 1,180 shares; 2025Q4: 1,182 shares; 2026Q1: 1,151 shares; 2026Q2: 1,153 shares 1,153 $164K 0.01% +2 Timeline GSST GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,923 shares; 2024Q4: 8,198 shares; 2025Q1: 11,299 shares; 2025Q2: 11,429 shares; 2025Q3: 11,557 shares; 2025Q4: 11,690 shares; 2026Q1: 10,680 shares; 2026Q2: 3,237 shares 3,237 $164K 0.01% -7,443 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,910 shares; 2024Q4: 1,912 shares; 2025Q1: 1,914 shares; 2025Q2: 1,916 shares; 2025Q3: 1,919 shares; 2025Q4: 1,922 shares; 2026Q1: 1,924 shares; 2026Q2: 1,926 shares 1,926 $160K 0.01% +2 Timeline BUFR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 660 shares; 2025Q4: 4,365 shares; 2026Q1: 4,365 shares; 2026Q2: 4,365 shares 4,365 $159K 0.01% 0 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: 1,444 shares; 2024Q4: 4,358 shares; 2025Q1: 4,382 shares; 2025Q2: 4,405 shares; 2025Q3: 4,427 shares; 2025Q4: 4,452 shares; 2026Q1: 4,473 shares; 2026Q2: 4,493 shares 4,493 $156K 0.01% +20 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: 1,397 shares; 2024Q4: 1,317 shares; 2025Q1: 1,106 shares; 2025Q2: 1,111 shares; 2025Q3: 976 shares; 2025Q4: 983 shares; 2026Q1: 986 shares; 2026Q2: 989 shares 989 $155K 0.01% +3 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: 901 shares; 2024Q4: 909 shares; 2025Q1: 936 shares; 2025Q2: 942 shares; 2025Q3: 948 shares; 2025Q4: 1,027 shares; 2026Q1: 1,034 shares; 2026Q2: 849 shares 849 $154K 0.01% -185 Timeline CORP PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 232 shares; 2024Q4: 285 shares; 2025Q1: 287 shares; 2025Q2: 2,358 shares; 2025Q3: 1,746 shares; 2025Q4: 1,534 shares; 2026Q1: 1,552 shares; 2026Q2: 1,571 shares 1,571 $152K 0.01% +19 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,430 shares; 2024Q4: 1,436 shares; 2025Q1: 1,436 shares; 2025Q2: 1,443 shares; 2025Q3: 1,443 shares; 2025Q4: 1,451 shares; 2026Q1: 1,451 shares; 2026Q2: 1,457 shares 1,457 $151K 0.01% +6 Timeline QQQJ INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,109 shares; 2024Q4: 3,112 shares; 2025Q1: 3,117 shares; 2025Q2: 3,126 shares; 2025Q3: 3,136 shares; 2025Q4: 3,265 shares; 2026Q1: 3,270 shares; 2026Q2: 3,270 shares 3,270 $149K 0.01% 0 Timeline IUSV 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: 1,325 shares; 2025Q2: 1,325 shares; 2025Q3: 1,325 shares; 2025Q4: 1,325 shares; 2026Q1: 1,325 shares; 2026Q2: 1,325 shares 1,325 $146K 0.01% 0 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,767 shares; 2024Q4: 6,719 shares; 2025Q1: 6,768 shares; 2025Q2: 6,776 shares; 2025Q3: 6,819 shares; 2025Q4: 6,868 shares; 2026Q1: 6,915 shares; 2026Q2: 6,963 shares 6,963 $144K 0.01% +48 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: 175 shares; 2024Q4: 175 shares; 2025Q1: 375 shares; 2025Q2: 375 shares; 2025Q3: 375 shares; 2025Q4: 394 shares; 2026Q1: 394 shares; 2026Q2: 375 shares 375 $138K 0.01% -19 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: 835 shares; 2024Q4: 841 shares; 2025Q1: 846 shares; 2025Q2: 852 shares; 2025Q3: 858 shares; 2025Q4: 864 shares; 2026Q1: 869 shares; 2026Q2: 875 shares 875 $133K 0.01% +6 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: 1,500 shares; 2024Q4: 1,500 shares; 2025Q1: 1,500 shares; 2025Q2: 1,500 shares; 2025Q3: 1,500 shares; 2025Q4: 1,500 shares; 2026Q1: 1,500 shares; 2026Q2: 1,500 shares 1,500 $127K 0.01% 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: 40 shares; 2024Q4: 40 shares; 2025Q1: 110 shares; 2025Q2: 562 shares; 2025Q3: 523 shares; 2025Q4: 744 shares; 2026Q1: 663 shares; 2026Q2: 665 shares 665 $126K 0.01% +2 Timeline VIGI 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: 1,296 shares; 2024Q4: 1,300 shares; 2025Q1: 1,308 shares; 2025Q2: 1,316 shares; 2025Q3: 1,321 shares; 2025Q4: 1,329 shares; 2026Q1: 1,338 shares; 2026Q2: 1,345 shares 1,345 $126K 0.01% +7 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: 2,540 shares; 2024Q4: 2,542 shares; 2025Q1: 2,544 shares; 2025Q2: 2,546 shares; 2025Q3: 2,549 shares; 2025Q4: 2,674 shares; 2026Q1: 2,571 shares; 2026Q2: 2,573 shares 2,573 $125K 0.01% +2 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: 74 shares; 2024Q4: 74 shares; 2025Q1: 74 shares; 2025Q2: 87 shares; 2025Q3: 87 shares; 2025Q4: 259 shares; 2026Q1: 260 shares; 2026Q2: 260 shares 260 $124K 0.01% 0 Timeline FUMB FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 106 shares; 2025Q1: 16,107 shares; 2025Q2: 16,107 shares; 2025Q3: 16,108 shares; 2025Q4: 16,109 shares; 2026Q1: 6,157 shares; 2026Q2: 6,157 shares 6,157 $123K 0.01% 0 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 485 shares; 2024Q4: 485 shares; 2025Q1: 486 shares; 2025Q2: 424 shares; 2025Q3: 400 shares; 2025Q4: 401 shares; 2026Q1: 401 shares; 2026Q2: 401 shares 401 $121K 0.01% 0 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: 4,374 shares; 2024Q4: 2,213 shares; 2025Q1: 2,213 shares; 2025Q2: 2,217 shares; 2025Q3: 2,236 shares; 2025Q4: 2,298 shares; 2026Q1: 2,298 shares; 2026Q2: 2,299 shares 2,299 $115K 0.01% +1 Timeline COWZ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,384 shares; 2024Q4: 163 shares; 2025Q1: 1,671 shares; 2025Q2: 1,676 shares; 2025Q3: 1,685 shares; 2025Q4: 1,685 shares; 2026Q1: 1,833 shares; 2026Q2: 1,836 shares 1,836 $114K 0.01% +3 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: 265 shares; 2024Q4: 268 shares; 2025Q1: 269 shares; 2025Q2: 290 shares; 2025Q3: 273 shares; 2025Q4: 275 shares; 2026Q1: 275 shares; 2026Q2: 273 shares 273 $113K 0.01% -2 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 901 shares; 2024Q4: 901 shares; 2025Q1: 901 shares; 2025Q2: 1,479 shares; 2025Q3: 1,310 shares; 2025Q4: 1,316 shares; 2026Q1: 1,322 shares; 2026Q2: 1,328 shares 1,328 $111K 0.01% +6 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: 133 shares; 2024Q4: 133 shares; 2025Q1: 133 shares; 2025Q2: 100 shares; 2025Q3: 100 shares; 2025Q4: 100 shares; 2026Q1: 190 shares; 2026Q2: 190 shares 190 $110K 0.01% 0 Timeline STIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,010 shares; 2024Q4: 1,017 shares; 2025Q1: 1,018 shares; 2025Q2: 1,034 shares; 2025Q3: 1,045 shares; 2025Q4: 1,059 shares; 2026Q1: 1,059 shares; 2026Q2: 1,079 shares 1,079 $110K 0.01% +20 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: 813 shares; 2024Q4: 817 shares; 2025Q1: 821 shares; 2025Q2: 1,815 shares; 2025Q3: 1,821 shares; 2025Q4: 1,826 shares; 2026Q1: 1,832 shares; 2026Q2: 1,837 shares 1,837 $105K 0.01% +5 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: 440 shares; 2024Q4: 445 shares; 2025Q1: 448 shares; 2025Q2: 450 shares; 2025Q3: 453 shares; 2025Q4: 455 shares; 2026Q1: 458 shares; 2026Q2: 460 shares 460 $104K 0.01% +2 Timeline FNDA 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: 2,335 shares; 2024Q4: 4,695 shares; 2025Q1: 4,704 shares; 2025Q2: 4,716 shares; 2025Q3: 4,730 shares; 2025Q4: 4,752 shares; 2026Q1: 4,761 shares; 2026Q2: 2,650 shares 2,650 $101K 0.01% -2,111 Timeline FICS 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: 1,566 shares; 2024Q4: 2,346 shares; 2025Q1: 2,355 shares; 2025Q2: 2,384 shares; 2025Q3: 2,389 shares; 2025Q4: 2,391 shares; 2026Q1: 2,376 shares; 2026Q2: 2,401 shares 2,401 $100K 0.01% +25 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: 827 shares; 2024Q4: 827 shares; 2025Q1: 827 shares; 2025Q2: 827 shares; 2025Q3: 827 shares; 2025Q4: 2,209 shares; 2026Q1: 1,870 shares; 2026Q2: 1,871 shares 1,871 $99.4K 0.01% +1 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 473 shares; 2024Q4: 473 shares; 2025Q1: 403 shares; 2025Q2: 604 shares; 2025Q3: 605 shares; 2025Q4: 606 shares; 2026Q1: 607 shares; 2026Q2: 609 shares 609 $97.3K 0.01% +2 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14 shares; 2024Q4: 14 shares; 2025Q1: 14 shares; 2025Q2: 347 shares; 2025Q3: 347 shares; 2025Q4: 348 shares; 2026Q1: 348 shares; 2026Q2: 348 shares 348 $93.6K 0.01% 0 Timeline NVT NVENT ELEC PLC More: the full row for NVENT ELEC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 534 shares; 2026Q2: 534 shares 534 $90.6K 0.01% 0 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: 521 shares; 2024Q4: 560 shares; 2025Q1: 553 shares; 2025Q2: 553 shares; 2025Q3: 553 shares; 2025Q4: 554 shares; 2026Q1: 554 shares; 2026Q2: 554 shares 554 $89.6K 0.01% 0 Timeline XLSR SSGA ACTIVE TR More: the full row for SSGA ACTIVE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,060 shares; 2024Q4: 3,062 shares; 2025Q1: 1,365 shares; 2025Q2: 1,365 shares; 2025Q3: 1,365 shares; 2025Q4: 1,365 shares; 2026Q1: 1,365 shares; 2026Q2: 1,365 shares 1,365 $88.5K 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: 256 shares; 2024Q4: 257 shares; 2025Q1: 258 shares; 2025Q2: 435 shares; 2025Q3: 436 shares; 2025Q4: 437 shares; 2026Q1: 438 shares; 2026Q2: 438 shares 438 $88.4K 0.01% 0 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 19 shares; 2025Q1: 49 shares; 2025Q2: 203 shares; 2025Q3: 204 shares; 2025Q4: 204 shares; 2026Q1: 834 shares; 2026Q2: 834 shares 834 $86.7K 0.01% 0 Timeline TRFK PACER FDS TR More: the full row for PACER 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: not reported; 2026Q2: 811 shares 811 $86.5K 0.01% new Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 636 shares; 2024Q4: 637 shares; 2025Q1: 638 shares; 2025Q2: 639 shares; 2025Q3: 640 shares; 2025Q4: 641 shares; 2026Q1: 643 shares; 2026Q2: 644 shares 644 $84.1K 0.01% +1 Timeline OMFL INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,225 shares; 2024Q4: 1,225 shares; 2025Q1: 1,225 shares; 2025Q2: 1,225 shares; 2025Q3: 1,225 shares; 2025Q4: 1,225 shares; 2026Q1: 1,225 shares; 2026Q2: 1,225 shares 1,225 $84K 0.01% 0 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: 360 shares; 2024Q4: 360 shares; 2025Q1: 360 shares; 2025Q2: 648 shares; 2025Q3: 649 shares; 2025Q4: 650 shares; 2026Q1: 651 shares; 2026Q2: 652 shares 652 $82.4K 0.01% +1 Timeline SCHK 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: 2,531 shares; 2024Q4: 4,898 shares; 2025Q1: 4,913 shares; 2025Q2: 4,927 shares; 2025Q3: 4,941 shares; 2025Q4: 4,007 shares; 2026Q1: 4,019 shares; 2026Q2: 2,283 shares 2,283 $82.3K 0.01% -1,736 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: 400 shares; 2024Q4: 400 shares; 2025Q1: 400 shares; 2025Q2: 400 shares; 2025Q3: 400 shares; 2025Q4: 1,484 shares; 2026Q1: 1,489 shares; 2026Q2: 1,493 shares 1,493 $80K 0.01% +4 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: 22 shares; 2024Q4: 24 shares; 2025Q1: 55 shares; 2025Q2: 78 shares; 2025Q3: 78 shares; 2025Q4: 78 shares; 2026Q1: 78 shares; 2026Q2: 66 shares 66 $79.5K 0.01% -12 Timeline FGD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,347 shares; 2025Q4: 2,397 shares; 2026Q1: 2,405 shares; 2026Q2: 2,444 shares 2,444 $78.2K 0.01% +39 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: 660 shares; 2024Q4: 663 shares; 2025Q1: 601 shares; 2025Q2: 616 shares; 2025Q3: 143 shares; 2025Q4: 785 shares; 2026Q1: 855 shares; 2026Q2: 780 shares 780 $77.4K 0.01% -75 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: 203 shares; 2024Q4: 203 shares; 2025Q1: 204 shares; 2025Q2: 806 shares; 2025Q3: 809 shares; 2025Q4: 812 shares; 2026Q1: 814 shares; 2026Q2: 816 shares 816 $76.4K 0.01% +2 Timeline ESBA EMPIRE ST RLTY OP L P More: the full row for EMPIRE ST RLTY OP L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,230 shares; 2024Q4: 13,276 shares; 2025Q1: 13,335 shares; 2025Q2: 13,391 shares; 2025Q3: 13,452 shares; 2025Q4: 13,525 shares; 2026Q1: 13,618 shares; 2026Q2: 13,709 shares 13,709 $76.1K 0.01% +91 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3 shares; 2024Q4: 7 shares; 2025Q1: 3 shares; 2025Q2: 231 shares; 2025Q3: 166 shares; 2025Q4: 167 shares; 2026Q1: 188 shares; 2026Q2: 174 shares 174 $74.2K 0.01% -14 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: not reported; 2024Q4: 31 shares; 2025Q1: 31 shares; 2025Q2: 501 shares; 2025Q3: 502 shares; 2025Q4: 657 shares; 2026Q1: 503 shares; 2026Q2: 504 shares 504 $73.6K 0.01% +1 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9 shares; 2024Q4: 9 shares; 2025Q1: 9 shares; 2025Q2: 234 shares; 2025Q3: 180 shares; 2025Q4: 180 shares; 2026Q1: 180 shares; 2026Q2: 180 shares 180 $73.5K 0.01% 0 Timeline SMH 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: 110 shares; 2024Q4: 110 shares; 2025Q1: 110 shares; 2025Q2: 110 shares; 2025Q3: 110 shares; 2025Q4: 110 shares; 2026Q1: 110 shares; 2026Q2: 110 shares 110 $72.1K 0.01% 0 Timeline IMCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 716 shares; 2024Q4: 718 shares; 2025Q1: 719 shares; 2025Q2: 720 shares; 2025Q3: 722 shares; 2025Q4: 723 shares; 2026Q1: 725 shares; 2026Q2: 725 shares 725 $71.3K 0.01% 0 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,136 shares; 2024Q4: 1,141 shares; 2025Q1: 1,146 shares; 2025Q2: 1,327 shares; 2025Q3: 1,332 shares; 2025Q4: 1,337 shares; 2026Q1: 1,342 shares; 2026Q2: 723 shares 723 $69.2K 0.01% -619 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: not reported; 2024Q4: 55 shares; 2025Q1: 136 shares; 2025Q2: 588 shares; 2025Q3: 540 shares; 2025Q4: 733 shares; 2026Q1: 736 shares; 2026Q2: 741 shares 741 $67.2K 0.01% +5 Timeline EMN EASTMAN CHEM CO More: the full row for EASTMAN CHEM CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,320 shares; 2025Q3: 1,320 shares; 2025Q4: 1,000 shares; 2026Q1: 1,100 shares; 2026Q2: 1,000 shares 1,000 $67K 0.01% -100 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: 4 shares; 2024Q4: 10 shares; 2025Q1: 10 shares; 2025Q2: 49 shares; 2025Q3: 49 shares; 2025Q4: 51 shares; 2026Q1: 51 shares; 2026Q2: 33 shares 33 $65.9K 0.01% -18 Timeline RMT ROYCE MICRO-CAP TR INC More: the full row for ROYCE MICRO-CAP TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,496 shares; 2024Q4: 4,496 shares; 2025Q1: 4,496 shares; 2025Q2: 4,496 shares; 2025Q3: 4,496 shares; 2025Q4: 4,496 shares; 2026Q1: 4,496 shares; 2026Q2: 4,496 shares 4,496 $65.8K 0.01% 0 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 100 shares; 2024Q4: 143 shares; 2025Q1: 143 shares; 2025Q2: 721 shares; 2025Q3: 580 shares; 2025Q4: 592 shares; 2026Q1: 676 shares; 2026Q2: 676 shares 676 $65.1K 0.01% 0 Timeline AHR AMERICAN HEALTHCARE REIT INC More: the full row for AMERICAN HEALTHCARE REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,187 shares; 2024Q4: 1,199 shares; 2025Q1: 1,209 shares; 2025Q2: 1,219 shares; 2025Q3: 1,228 shares; 2025Q4: 1,235 shares; 2026Q1: 1,241 shares; 2026Q2: 1,247 shares 1,247 $65K 0.01% +6 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: 56 shares; 2024Q4: 56 shares; 2025Q1: 12 shares; 2025Q2: 12 shares; 2025Q3: 12 shares; 2025Q4: 12 shares; 2026Q1: 312 shares; 2026Q2: 300 shares 300 $64K 0.01% -12 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: 280 shares; 2024Q4: 280 shares; 2025Q1: 280 shares; 2025Q2: 315 shares; 2025Q3: 280 shares; 2025Q4: 280 shares; 2026Q1: 280 shares; 2026Q2: 280 shares 280 $62.4K 0.01% 0 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 36 shares; 2025Q3: 36 shares; 2025Q4: 52 shares; 2026Q1: 220 shares; 2026Q2: 220 shares 220 $61.9K 0.01% 0 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 50 shares; 2025Q1: 50 shares; 2025Q2: 724 shares; 2025Q3: 726 shares; 2025Q4: 727 shares; 2026Q1: 728 shares; 2026Q2: 729 shares 729 $61.8K 0.01% +1 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: 352 shares; 2024Q4: 352 shares; 2025Q1: 352 shares; 2025Q2: 352 shares; 2025Q3: 352 shares; 2025Q4: 352 shares; 2026Q1: 5,393 shares; 2026Q2: 4,428 shares 4,428 $61.5K 0.01% -965 Timeline SPSB 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: 2,045 shares; 2024Q4: 2,045 shares; 2025Q1: 2,045 shares; 2025Q2: 2,045 shares; 2025Q3: 2,045 shares; 2025Q4: 2,045 shares; 2026Q1: 2,045 shares; 2026Q2: 2,045 shares 2,045 $61.4K 0.01% 0 Timeline SDVY 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: 4,971 shares; 2024Q4: 5,030 shares; 2025Q1: 4,614 shares; 2025Q2: 2,720 shares; 2025Q3: 1,353 shares; 2025Q4: 1,410 shares; 2026Q1: 1,412 shares; 2026Q2: 1,412 shares 1,412 $60.9K <0.01% 0 Timeline FV FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 798 shares; 2026Q1: 799 shares; 2026Q2: 800 shares 800 $60.7K <0.01% +1 Timeline AIRR FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 392 shares; 2025Q2: 393 shares; 2025Q3: 393 shares; 2025Q4: 444 shares; 2026Q1: 444 shares; 2026Q2: 444 shares 444 $59.2K <0.01% 0 Timeline HYS PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 586 shares; 2025Q3: 596 shares; 2025Q4: 607 shares; 2026Q1: 619 shares; 2026Q2: 630 shares 630 $58.9K <0.01% +11 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: 1,387 shares; 2026Q1: 1,387 shares; 2026Q2: 1,387 shares 1,387 $58.7K <0.01% 0 Timeline GPC GENUINE PARTS CO More: the full row for GENUINE PARTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 309 shares; 2024Q4: 309 shares; 2025Q1: 330 shares; 2025Q2: 489 shares; 2025Q3: 490 shares; 2025Q4: 490 shares; 2026Q1: 491 shares; 2026Q2: 491 shares 491 $58K <0.01% 0 Timeline RJF RAYMOND JAMES FINL INC More: the full row for RAYMOND JAMES FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 381 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 375 shares; 2025Q3: 376 shares; 2025Q4: 377 shares; 2026Q1: 379 shares; 2026Q2: 380 shares 380 $57.7K <0.01% +1 Timeline AIQ 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 473 shares; 2026Q2: 877 shares 877 $57.5K <0.01% +404 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: 334 shares 334 $57.1K <0.01% new Timeline SPEU SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,022 shares; 2024Q4: 1,022 shares; 2025Q1: 1,022 shares; 2025Q2: 1,022 shares; 2025Q3: 1,022 shares; 2025Q4: 1,022 shares; 2026Q1: 1,022 shares; 2026Q2: 1,022 shares 1,022 $56.1K <0.01% 0 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 366 shares; 2026Q1: 247 shares; 2026Q2: 248 shares 248 $54.9K <0.01% +1 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 101 shares; 2024Q4: 101 shares; 2025Q1: 157 shares; 2025Q2: 258 shares; 2025Q3: 258 shares; 2025Q4: 259 shares; 2026Q1: 287 shares; 2026Q2: 287 shares 287 $53.1K <0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: 4 shares; 2025Q2: 39 shares; 2025Q3: 39 shares; 2025Q4: 39 shares; 2026Q1: 39 shares; 2026Q2: 39 shares 39 $53.1K <0.01% 0 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 274 shares; 2024Q4: 277 shares; 2025Q1: 280 shares; 2025Q2: 370 shares; 2025Q3: 373 shares; 2025Q4: 376 shares; 2026Q1: 379 shares; 2026Q2: 382 shares 382 $52.2K <0.01% +3 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 40 shares; 2024Q4: 40 shares; 2025Q1: 40 shares; 2025Q2: 901 shares; 2025Q3: 703 shares; 2025Q4: 788 shares; 2026Q1: 708 shares; 2026Q2: 711 shares 711 $52.1K <0.01% +3 Timeline XAR 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: 180 shares; 2025Q2: 180 shares; 2025Q3: 181 shares; 2025Q4: 181 shares; 2026Q1: 181 shares; 2026Q2: 181 shares 181 $51.3K <0.01% 0 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 26 shares; 2025Q1: 423 shares; 2025Q2: 424 shares; 2025Q3: 402 shares; 2025Q4: 406 shares; 2026Q1: 410 shares; 2026Q2: 1,027 shares 1,027 $51.1K <0.01% +617 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 53 shares; 2026Q1: 53 shares; 2026Q2: 425 shares 425 $50.8K <0.01% +372 Timeline IBTL 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: 2,439 shares; 2026Q1: 2,454 shares; 2026Q2: 2,479 shares 2,479 $50K <0.01% +25 Timeline PFGC PERFORMANCE FOOD GROUP CO More: the full row for PERFORMANCE FOOD GROUP CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 340 shares; 2024Q4: 340 shares; 2025Q1: 340 shares; 2025Q2: 447 shares; 2025Q3: 447 shares; 2025Q4: 447 shares; 2026Q1: 447 shares; 2026Q2: 447 shares 447 $50K <0.01% 0 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 90 shares; 2024Q4: 96 shares; 2025Q1: 169 shares; 2025Q2: 78 shares; 2025Q3: 81 shares; 2025Q4: 303 shares; 2026Q1: 338 shares; 2026Q2: 338 shares 338 $49.6K <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: 1,263 shares; 2024Q4: 150 shares; 2025Q1: 150 shares; 2025Q2: 427 shares; 2025Q3: 417 shares; 2025Q4: 698 shares; 2026Q1: 578 shares; 2026Q2: 478 shares 478 $49.4K <0.01% -100 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 24 shares; 2025Q1: 24 shares; 2025Q2: 242 shares; 2025Q3: 242 shares; 2025Q4: 542 shares; 2026Q1: 675 shares; 2026Q2: 675 shares 675 $48.7K <0.01% 0 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6 shares; 2025Q2: 151 shares; 2025Q3: 151 shares; 2025Q4: 151 shares; 2026Q1: 145 shares; 2026Q2: 145 shares 145 $48.5K <0.01% 0 Timeline IBTG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,973 shares; 2024Q4: 2,001 shares; 2025Q1: 2,014 shares; 2025Q2: 2,034 shares; 2025Q3: 2,055 shares; 2025Q4: 2,083 shares; 2026Q1: 2,096 shares; 2026Q2: 2,116 shares 2,116 $48.4K <0.01% +20 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 437 shares; 2026Q1: 438 shares; 2026Q2: 439 shares 439 $48.4K <0.01% +1 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: 40 shares; 2024Q4: 40 shares; 2025Q1: 41 shares; 2025Q2: 216 shares; 2025Q3: 216 shares; 2025Q4: 305 shares; 2026Q1: 217 shares; 2026Q2: 178 shares 178 $48.3K <0.01% -39 Timeline UCON FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,899 shares; 2026Q1: 1,920 shares; 2026Q2: 1,941 shares 1,941 $48.3K <0.01% +21 Timeline IBTH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,013 shares; 2024Q4: 2,041 shares; 2025Q1: 2,054 shares; 2025Q2: 2,075 shares; 2025Q3: 2,095 shares; 2025Q4: 2,122 shares; 2026Q1: 2,135 shares; 2026Q2: 2,155 shares 2,155 $48.2K <0.01% +20 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 160 shares; 2024Q4: 160 shares; 2025Q1: 160 shares; 2025Q2: 247 shares; 2025Q3: 247 shares; 2025Q4: 247 shares; 2026Q1: 247 shares; 2026Q2: 247 shares 247 $48K <0.01% 0 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 100 shares; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 750 shares; 2025Q3: 750 shares; 2025Q4: 750 shares; 2026Q1: 750 shares; 2026Q2: 750 shares 750 $47.2K <0.01% 0 Timeline DEO DIAGEO PLC More: the full row for DIAGEO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10 shares; 2024Q4: 10 shares; 2025Q1: 10 shares; 2025Q2: 40 shares; 2025Q3: 40 shares; 2025Q4: 113 shares; 2026Q1: 581 shares; 2026Q2: 581 shares 581 $46.7K <0.01% 0 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 61 shares; 2025Q3: 61 shares; 2025Q4: 61 shares; 2026Q1: 61 shares; 2026Q2: 61 shares 61 $46.6K <0.01% 0 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 550 shares; 2024Q4: 581 shares; 2025Q1: 582 shares; 2025Q2: 582 shares; 2025Q3: 582 shares; 2025Q4: 597 shares; 2026Q1: 597 shares; 2026Q2: 597 shares 597 $46.3K <0.01% 0 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9 shares; 2024Q4: 15 shares; 2025Q1: 60 shares; 2025Q2: 100 shares; 2025Q3: 100 shares; 2025Q4: 100 shares; 2026Q1: 116 shares; 2026Q2: 116 shares 116 $46.1K <0.01% 0 Timeline IHDG WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 840 shares; 2024Q4: 846 shares; 2025Q1: 848 shares; 2025Q2: 861 shares; 2025Q3: 863 shares; 2025Q4: 865 shares; 2026Q1: 865 shares; 2026Q2: 877 shares 877 $45.9K <0.01% +12 Timeline IBTJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,969 shares; 2024Q4: 1,994 shares; 2025Q1: 2,007 shares; 2025Q2: 2,026 shares; 2025Q3: 2,046 shares; 2025Q4: 2,072 shares; 2026Q1: 2,084 shares; 2026Q2: 2,104 shares 2,104 $45.6K <0.01% +20 Timeline IBTK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,156 shares; 2024Q4: 2,184 shares; 2025Q1: 2,198 shares; 2025Q2: 2,220 shares; 2025Q3: 2,241 shares; 2025Q4: 2,269 shares; 2026Q1: 2,282 shares; 2026Q2: 2,304 shares 2,304 $45K <0.01% +22 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 71 shares; 2025Q1: 72 shares; 2025Q2: 697 shares; 2025Q3: 525 shares; 2025Q4: 528 shares; 2026Q1: 578 shares; 2026Q2: 534 shares 534 $44.1K <0.01% -44 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: 1,275 shares; 2024Q4: 1,283 shares; 2025Q1: 1,253 shares; 2025Q2: 1,871 shares; 2025Q3: 1,736 shares; 2025Q4: 1,754 shares; 2026Q1: 1,772 shares; 2026Q2: 1,791 shares 1,791 $44K <0.01% +19 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: 84 shares; 2024Q4: 86 shares; 2025Q1: 84 shares; 2025Q2: 84 shares; 2025Q3: 84 shares; 2025Q4: 84 shares; 2026Q1: 84 shares; 2026Q2: 84 shares 84 $42.5K <0.01% 0 Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 720 shares; 2024Q4: 730 shares; 2025Q1: 603 shares; 2025Q2: 614 shares; 2025Q3: 397 shares; 2025Q4: 405 shares; 2026Q1: 405 shares; 2026Q2: 411 shares 411 $42.3K <0.01% +6 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: 702 shares; 2024Q4: 740 shares; 2025Q1: 741 shares; 2025Q2: 977 shares; 2025Q3: 895 shares; 2025Q4: 898 shares; 2026Q1: 989 shares; 2026Q2: 993 shares 993 $42.1K <0.01% +4 Timeline LYFT LYFT INC More: the full row for LYFT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,875 shares; 2024Q4: 2,875 shares; 2025Q1: 2,875 shares; 2025Q2: 2,875 shares; 2025Q3: 2,875 shares; 2025Q4: 2,875 shares; 2026Q1: 2,875 shares; 2026Q2: 2,875 shares 2,875 $42K <0.01% 0 Timeline IVES WEDBUSH SER TR More: the full row for WEDBUSH SER 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: 1,080 shares; 2025Q4: 1,084 shares; 2026Q1: 1,084 shares; 2026Q2: 1,084 shares 1,084 $41.3K <0.01% 0 Timeline PNR PENTAIR PLC More: the full row for PENTAIR 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: 534 shares; 2026Q2: 534 shares 534 $40.9K <0.01% 0 Timeline ARGX ARGENX SE More: the full row for ARGENX SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 44 shares; 2025Q3: 44 shares; 2025Q4: 44 shares; 2026Q1: 44 shares; 2026Q2: 44 shares 44 $40.8K <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: 2 shares; 2025Q1: 2 shares; 2025Q2: 75 shares; 2025Q3: 75 shares; 2025Q4: 75 shares; 2026Q1: 82 shares; 2026Q2: 82 shares 82 $40.7K <0.01% 0 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 349 shares; 2024Q4: 349 shares; 2025Q1: 349 shares; 2025Q2: 689 shares; 2025Q3: 692 shares; 2025Q4: 695 shares; 2026Q1: 698 shares; 2026Q2: 701 shares 701 $40.5K <0.01% +3 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: 347 shares; 2024Q4: 350 shares; 2025Q1: 353 shares; 2025Q2: 357 shares; 2025Q3: 360 shares; 2025Q4: 363 shares; 2026Q1: 367 shares; 2026Q2: 369 shares 369 $39.8K <0.01% +2 Timeline LDSF FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,048 shares; 2024Q4: 1,048 shares; 2025Q1: 1,048 shares; 2025Q2: 1,048 shares; 2025Q3: 1,048 shares; 2025Q4: 2,098 shares; 2026Q1: 2,098 shares; 2026Q2: 2,098 shares 2,098 $39.7K <0.01% 0 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 897 shares; 2024Q4: 897 shares; 2025Q1: 897 shares; 2025Q2: 897 shares; 2025Q3: 897 shares; 2025Q4: 1,220 shares; 2026Q1: 1,220 shares; 2026Q2: 1,220 shares 1,220 $39K <0.01% 0 Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5 shares; 2024Q4: 5 shares; 2025Q1: 5 shares; 2025Q2: 171 shares; 2025Q3: 171 shares; 2025Q4: 172 shares; 2026Q1: 172 shares; 2026Q2: 172 shares 172 $38.7K <0.01% 0 Timeline OUSA ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 662 shares; 2024Q4: 662 shares; 2025Q1: 662 shares; 2025Q2: 662 shares; 2025Q3: 662 shares; 2025Q4: 662 shares; 2026Q1: 662 shares; 2026Q2: 662 shares 662 $38.6K <0.01% 0 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 155 shares; 2025Q3: 155 shares; 2025Q4: 565 shares; 2026Q1: 690 shares; 2026Q2: 493 shares 493 $38.6K <0.01% -197 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 155 shares; 2025Q3: 120 shares; 2025Q4: 121 shares; 2026Q1: 138 shares; 2026Q2: 138 shares 138 $38.5K <0.01% 0 Timeline CGDV CAPITAL GROUP DIVIDEND VALUE More: the full row for CAPITAL GROUP DIVIDEND VALUE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 779 shares; 2026Q1: 779 shares; 2026Q2: 781 shares 781 $38.5K <0.01% +2 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 423 shares; 2024Q4: 307 shares; 2025Q1: 277 shares; 2025Q2: 277 shares; 2025Q3: 277 shares; 2025Q4: 277 shares; 2026Q1: 236 shares; 2026Q2: 169 shares 169 $38.3K <0.01% -67 Timeline SLVM SYLVAMO CORP More: the full row for SYLVAMO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 954 shares; 2024Q4: 959 shares; 2025Q1: 964 shares; 2025Q2: 989 shares; 2025Q3: 980 shares; 2025Q4: 991 shares; 2026Q1: 999 shares; 2026Q2: 1,010 shares 1,010 $38.2K <0.01% +11 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: 820 shares; 2024Q4: 720 shares; 2025Q1: 720 shares; 2025Q2: 1,021 shares; 2025Q3: 1,021 shares; 2025Q4: 1,021 shares; 2026Q1: 1,121 shares; 2026Q2: 1,021 shares 1,021 $37.7K <0.01% -100 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 93 shares; 2026Q1: 93 shares; 2026Q2: 93 shares 93 $36.8K <0.01% 0 Timeline AVDV 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: 348 shares; 2026Q1: 348 shares; 2026Q2: 353 shares 353 $36.3K <0.01% +5 Timeline UL UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 594 shares; 2026Q1: 594 shares; 2026Q2: 602 shares 602 $36.2K <0.01% +8 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 254 shares; 2024Q4: 256 shares; 2025Q1: 371 shares; 2025Q2: 506 shares; 2025Q3: 509 shares; 2025Q4: 377 shares; 2026Q1: 419 shares; 2026Q2: 352 shares 352 $36K <0.01% -67 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 718 shares; 2026Q1: 720 shares; 2026Q2: 722 shares 722 $35.4K <0.01% +2 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: 611 shares; 2024Q4: 515 shares; 2025Q1: 570 shares; 2025Q2: 574 shares; 2025Q3: 577 shares; 2025Q4: 681 shares; 2026Q1: 687 shares; 2026Q2: 490 shares 490 $35.2K <0.01% -197 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 157 shares; 2025Q1: 158 shares; 2025Q2: 286 shares; 2025Q3: 242 shares; 2025Q4: 243 shares; 2026Q1: 244 shares; 2026Q2: 245 shares 245 $35.1K <0.01% +1 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 175 shares; 2026Q1: 176 shares; 2026Q2: 177 shares 177 $34.9K <0.01% +1 Timeline AIT APPLIED INDL TECHNOLOGIES IN More: the full row for APPLIED INDL TECHNOLOGIES IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 103 shares; 2024Q4: 103 shares; 2025Q1: 103 shares; 2025Q2: 103 shares; 2025Q3: 103 shares; 2025Q4: 103 shares; 2026Q1: 103 shares; 2026Q2: 103 shares 103 $34.7K <0.01% 0 Timeline SWK STANLEY BLACK & DECKER INC More: the full row for STANLEY BLACK & DECKER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 440 shares; 2025Q3: 353 shares; 2025Q4: 357 shares; 2026Q1: 361 shares; 2026Q2: 365 shares 365 $34.3K <0.01% +4 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: 7 shares; 2024Q4: 14 shares; 2025Q1: 14 shares; 2025Q2: 156 shares; 2025Q3: 156 shares; 2025Q4: 114 shares; 2026Q1: 114 shares; 2026Q2: 100 shares 100 $34.1K <0.01% -14 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: 79 shares; 2024Q4: 79 shares; 2025Q1: 79 shares; 2025Q2: 79 shares; 2025Q3: 79 shares; 2025Q4: 79 shares; 2026Q1: 79 shares; 2026Q2: 79 shares 79 $34.1K <0.01% 0 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 240 shares; 2026Q1: 240 shares; 2026Q2: 240 shares 240 $33.6K <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: 149 shares 149 $33.4K <0.01% new 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: 149 shares 149 $32.9K <0.01% new Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 251 shares; 2025Q3: 251 shares; 2025Q4: 251 shares; 2026Q1: 360 shares; 2026Q2: 360 shares 360 $32.9K <0.01% 0 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 140 shares; 2024Q4: 140 shares; 2025Q1: 140 shares; 2025Q2: 187 shares; 2025Q3: 188 shares; 2025Q4: 188 shares; 2026Q1: 216 shares; 2026Q2: 216 shares 216 $32.7K <0.01% 0 Timeline XSHQ INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 931 shares; 2024Q4: 815 shares; 2025Q1: 675 shares; 2025Q2: 675 shares; 2025Q3: 675 shares; 2025Q4: 675 shares; 2026Q1: 675 shares; 2026Q2: 675 shares 675 $32.6K <0.01% 0 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 198 shares; 2024Q4: 155 shares; 2025Q1: 156 shares; 2025Q2: 156 shares; 2025Q3: 156 shares; 2025Q4: 157 shares; 2026Q1: 157 shares; 2026Q2: 46 shares 46 $32K <0.01% -111 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 391 shares; 2026Q1: 391 shares; 2026Q2: 391 shares 391 $31.6K <0.01% 0 Timeline DDOG DATADOG INC More: the full row for DATADOG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 120 shares; 2024Q4: 120 shares; 2025Q1: 120 shares; 2025Q2: 120 shares; 2025Q3: 120 shares; 2025Q4: 120 shares; 2026Q1: 120 shares; 2026Q2: 120 shares 120 $31.2K <0.01% 0 Timeline DIVO AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 665 shares; 2026Q2: 673 shares 673 $30.8K <0.01% +8 Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 40 shares; 2024Q4: 40 shares; 2025Q1: 40 shares; 2025Q2: 317 shares; 2025Q3: 317 shares; 2025Q4: 317 shares; 2026Q1: 317 shares; 2026Q2: 317 shares 317 $30.5K <0.01% 0 Timeline COMP COMPASS INC More: the full row for COMPASS 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: 2,454 shares; 2026Q2: 2,454 shares 2,454 $30.3K <0.01% 0 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: 145 shares; 2024Q4: 146 shares; 2025Q1: 101 shares; 2025Q2: 101 shares; 2025Q3: 101 shares; 2025Q4: 101 shares; 2026Q1: 101 shares; 2026Q2: 101 shares 101 $30.1K <0.01% 0 Timeline IQLT 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: 182 shares; 2025Q2: 185 shares; 2025Q3: 185 shares; 2025Q4: 186 shares; 2026Q1: 293 shares; 2026Q2: 603 shares 603 $29.9K <0.01% +310 Timeline SHE SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 189 shares; 2024Q4: 189 shares; 2025Q1: 190 shares; 2025Q2: 191 shares; 2025Q3: 191 shares; 2025Q4: 192 shares; 2026Q1: 192 shares; 2026Q2: 193 shares 193 $29.8K <0.01% +1 Timeline FHN FIRST HORIZON CORPORATION More: the full row for FIRST HORIZON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 55 shares; 2024Q4: 55 shares; 2025Q1: 385 shares; 2025Q2: 1,147 shares; 2025Q3: 1,149 shares; 2025Q4: 1,152 shares; 2026Q1: 1,155 shares; 2026Q2: 1,158 shares 1,158 $29.7K <0.01% +3 Timeline AVY AVERY DENNISON CORP More: the full row for AVERY DENNISON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 226 shares; 2025Q3: 177 shares; 2025Q4: 178 shares; 2026Q1: 179 shares; 2026Q2: 180 shares 180 $29.2K <0.01% +1 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 101 shares; 2024Q4: 101 shares; 2025Q1: 101 shares; 2025Q2: 131 shares; 2025Q3: 121 shares; 2025Q4: 121 shares; 2026Q1: 140 shares; 2026Q2: 140 shares 140 $28.7K <0.01% 0 Timeline GARP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 339 shares; 2025Q2: 340 shares; 2025Q3: 340 shares; 2025Q4: 340 shares; 2026Q1: 340 shares; 2026Q2: 341 shares 341 $28.1K <0.01% +1 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: 1,749 shares; 2024Q4: 1,783 shares; 2025Q1: 463 shares; 2025Q2: 463 shares; 2025Q3: 464 shares; 2025Q4: 466 shares; 2026Q1: 466 shares; 2026Q2: 466 shares 466 $27.8K <0.01% 0 Timeline RIO RIO TINTO PLC More: the full row for RIO TINTO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 200 shares; 2025Q3: 205 shares; 2025Q4: 285 shares; 2026Q1: 285 shares; 2026Q2: 292 shares 292 $27.7K <0.01% +7 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 143 shares; 2024Q4: 143 shares; 2025Q1: 144 shares; 2025Q2: 144 shares; 2025Q3: 144 shares; 2025Q4: 144 shares; 2026Q1: 144 shares; 2026Q2: 145 shares 145 $27.2K <0.01% +1 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1 shares; 2025Q2: 109 shares; 2025Q3: 109 shares; 2025Q4: 109 shares; 2026Q1: 109 shares; 2026Q2: 109 shares 109 $27K <0.01% 0 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 7 shares; 2025Q1: 7 shares; 2025Q2: 37 shares; 2025Q3: 37 shares; 2025Q4: 38 shares; 2026Q1: 38 shares; 2026Q2: 38 shares 38 $27K <0.01% 0 Timeline EWX SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 781 shares; 2024Q4: 790 shares; 2025Q1: 790 shares; 2025Q2: 795 shares; 2025Q3: 795 shares; 2025Q4: 803 shares; 2026Q1: 803 shares; 2026Q2: 359 shares 359 $26.7K <0.01% -444 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12 shares; 2024Q4: 15 shares; 2025Q1: 15 shares; 2025Q2: 5 shares; 2025Q3: 5 shares; 2025Q4: 15 shares; 2026Q1: 27 shares; 2026Q2: 27 shares 27 $26.5K <0.01% 0 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 13 shares; 2025Q1: 13 shares; 2025Q2: 316 shares; 2025Q3: 318 shares; 2025Q4: 320 shares; 2026Q1: 323 shares; 2026Q2: 326 shares 326 $26.4K <0.01% +3 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: 4 shares; 2025Q1: 4 shares; 2025Q2: 179 shares; 2025Q3: 179 shares; 2025Q4: 179 shares; 2026Q1: 231 shares; 2026Q2: 231 shares 231 $26.4K <0.01% 0 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 240 shares; 2024Q4: 240 shares; 2025Q1: 240 shares; 2025Q2: 240 shares; 2025Q3: 240 shares; 2025Q4: 240 shares; 2026Q1: 240 shares; 2026Q2: 240 shares 240 $26.2K <0.01% 0 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5 shares; 2024Q4: 427 shares; 2025Q1: 636 shares; 2025Q2: 781 shares; 2025Q3: 781 shares; 2025Q4: 781 shares; 2026Q1: 781 shares; 2026Q2: 781 shares 781 $26K <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: 281 shares; 2026Q1: 334 shares; 2026Q2: 334 shares 334 $26K <0.01% 0 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: 15 shares; 2024Q4: 15 shares; 2025Q1: 15 shares; 2025Q2: 131 shares; 2025Q3: 131 shares; 2025Q4: 132 shares; 2026Q1: 182 shares; 2026Q2: 83 shares 83 $26K <0.01% -99 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: 1,254 shares; 2024Q4: 767 shares; 2025Q1: 770 shares; 2025Q2: 1,074 shares; 2025Q3: 1,056 shares; 2025Q4: 1,062 shares; 2026Q1: 1,069 shares; 2026Q2: 1,077 shares 1,077 $25.9K <0.01% +8 Timeline NWG NATWEST GROUP PLC More: the full row for NATWEST GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,437 shares; 2025Q3: 1,445 shares; 2025Q4: 1,468 shares; 2026Q1: 1,445 shares; 2026Q2: 1,463 shares 1,463 $25.8K <0.01% +18 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: 427 shares; 2024Q4: 428 shares; 2025Q1: 428 shares; 2025Q2: 402 shares; 2025Q3: 402 shares; 2025Q4: 402 shares; 2026Q1: 402 shares; 2026Q2: 402 shares 402 $25.7K <0.01% 0 Timeline CLH CLEAN HARBORS INC More: the full row for CLEAN HARBORS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 86 shares; 2025Q3: 86 shares; 2025Q4: 86 shares; 2026Q1: 86 shares; 2026Q2: 86 shares 86 $25.7K <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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 960 shares; 2026Q1: 960 shares; 2026Q2: 960 shares 960 $25.6K <0.01% 0 Timeline TECB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 352 shares; 2024Q4: 353 shares; 2025Q1: 353 shares; 2025Q2: 353 shares; 2025Q3: 353 shares; 2025Q4: 354 shares; 2026Q1: 354 shares; 2026Q2: 354 shares 354 $25.4K <0.01% 0 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 25 shares; 2025Q1: 26 shares; 2025Q2: 626 shares; 2025Q3: 446 shares; 2025Q4: 452 shares; 2026Q1: 457 shares; 2026Q2: 461 shares 461 $25K <0.01% +4 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 85 shares; 2025Q2: 230 shares; 2025Q3: 230 shares; 2025Q4: 295 shares; 2026Q1: 212 shares; 2026Q2: 212 shares 212 $24.7K <0.01% 0 Timeline VGK VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 486 shares; 2024Q4: not reported; 2025Q1: 40 shares; 2025Q2: 41 shares; 2025Q3: 41 shares; 2025Q4: 273 shares; 2026Q1: 275 shares; 2026Q2: 278 shares 278 $24.7K <0.01% +3 Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4 shares; 2025Q2: 159 shares; 2025Q3: 159 shares; 2025Q4: 159 shares; 2026Q1: 155 shares; 2026Q2: 155 shares 155 $24.6K <0.01% 0 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18 shares; 2024Q4: 18 shares; 2025Q1: 18 shares; 2025Q2: 70 shares; 2025Q3: 70 shares; 2025Q4: 70 shares; 2026Q1: 70 shares; 2026Q2: 70 shares 70 $24.1K <0.01% 0 Timeline MUFG MITSUBISHI UFJ FINANCIAL GRO More: the full row for MITSUBISHI UFJ FINANCIAL GRO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 136 shares; 2025Q1: 136 shares; 2025Q2: 800 shares; 2025Q3: 802 shares; 2025Q4: 885 shares; 2026Q1: 1,212 shares; 2026Q2: 1,212 shares 1,212 $24.1K <0.01% 0 Timeline MDYG 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: 211 shares; 2024Q4: 211 shares; 2025Q1: 212 shares; 2025Q2: 212 shares; 2025Q3: 212 shares; 2025Q4: 213 shares; 2026Q1: 213 shares; 2026Q2: 213 shares 213 $23.9K <0.01% 0 Timeline CLSE TRUST FOR PROFESSIONAL MANAG More: the full row for TRUST FOR PROFESSIONAL MANAG 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: 700 shares; 2026Q2: 700 shares 700 $23.9K <0.01% 0 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 84 shares; 2025Q2: 137 shares; 2025Q3: 137 shares; 2025Q4: 138 shares; 2026Q1: 66 shares; 2026Q2: 66 shares 66 $23.5K <0.01% 0 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 176 shares; 2025Q3: 152 shares; 2025Q4: 153 shares; 2026Q1: 154 shares; 2026Q2: 155 shares 155 $23.4K <0.01% +1 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: 42 shares; 2024Q4: 42 shares; 2025Q1: 42 shares; 2025Q2: 95 shares; 2025Q3: 95 shares; 2025Q4: 96 shares; 2026Q1: 96 shares; 2026Q2: 86 shares 86 $23.3K <0.01% -10 Timeline SONY SONY GROUP CORP More: the full row for SONY GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 145 shares; 2025Q1: 145 shares; 2025Q2: 910 shares; 2025Q3: 910 shares; 2025Q4: 955 shares; 2026Q1: 1,161 shares; 2026Q2: 1,162 shares 1,162 $23.3K <0.01% +1 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: 202 shares; 2025Q3: 203 shares; 2025Q4: 205 shares; 2026Q1: 207 shares; 2026Q2: 208 shares 208 $23.1K <0.01% +1 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 22 shares; 2025Q3: 22 shares; 2025Q4: 22 shares; 2026Q1: 22 shares; 2026Q2: 22 shares 22 $22.9K <0.01% 0 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: 10 shares; 2026Q1: 10 shares; 2026Q2: 10 shares 10 $22.7K <0.01% 0 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6 shares; 2025Q2: 49 shares; 2025Q3: 49 shares; 2025Q4: 49 shares; 2026Q1: 43 shares; 2026Q2: 43 shares 43 $22.2K <0.01% 0 Timeline SLYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 183 shares; 2024Q4: 183 shares; 2025Q1: 184 shares; 2025Q2: 184 shares; 2025Q3: 185 shares; 2025Q4: 185 shares; 2026Q1: 185 shares; 2026Q2: 186 shares 186 $22.1K <0.01% +1 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4 shares; 2024Q4: 9 shares; 2025Q1: 9 shares; 2025Q2: 38 shares; 2025Q3: 38 shares; 2025Q4: 38 shares; 2026Q1: 44 shares; 2026Q2: 44 shares 44 $22.1K <0.01% 0 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 48 shares; 2025Q1: 48 shares; 2025Q2: 238 shares; 2025Q3: 239 shares; 2025Q4: 463 shares; 2026Q1: 464 shares; 2026Q2: 239 shares 239 $22.1K <0.01% -225 Timeline LAZ LAZARD INC More: the full row for LAZARD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 505 shares; 2025Q3: 510 shares; 2025Q4: 515 shares; 2026Q1: 520 shares; 2026Q2: 526 shares 526 $22K <0.01% +6 Timeline PSR INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 211 shares; 2026Q1: 213 shares; 2026Q2: 215 shares 215 $22K <0.01% +2 Timeline RPV INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 192 shares; 2026Q2: 192 shares 192 $21.9K <0.01% 0 Timeline AIG AMERICAN INTL GROUP INC More: the full row for AMERICAN INTL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 105 shares; 2024Q4: 143 shares; 2025Q1: 143 shares; 2025Q2: 346 shares; 2025Q3: 346 shares; 2025Q4: 241 shares; 2026Q1: 292 shares; 2026Q2: 292 shares 292 $21.8K <0.01% 0 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 18 shares; 2025Q2: 36 shares; 2025Q3: 36 shares; 2025Q4: 41 shares; 2026Q1: 22 shares; 2026Q2: 22 shares 22 $21.6K <0.01% 0 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 231 shares; 2025Q3: 231 shares; 2025Q4: 231 shares; 2026Q1: 231 shares; 2026Q2: 231 shares 231 $21.6K <0.01% 0 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6 shares; 2024Q4: 7 shares; 2025Q1: 7 shares; 2025Q2: 7 shares; 2025Q3: 7 shares; 2025Q4: 7 shares; 2026Q1: 29 shares; 2026Q2: 23 shares 23 $21.5K <0.01% -6 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: 113 shares; 2026Q2: 113 shares 113 $21.4K <0.01% 0 Timeline DDWM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 452 shares; 2026Q2: 459 shares 459 $21.2K <0.01% +7 Timeline MDYV 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: 214 shares; 2024Q4: 215 shares; 2025Q1: 216 shares; 2025Q2: 217 shares; 2025Q3: 218 shares; 2025Q4: 219 shares; 2026Q1: 220 shares; 2026Q2: 221 shares 221 $20.9K <0.01% +1 Timeline EPR EPR PPTYS More: the full row for EPR PPTYS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 101 shares; 2024Q4: 101 shares; 2025Q1: 101 shares; 2025Q2: 101 shares; 2025Q3: 101 shares; 2025Q4: 101 shares; 2026Q1: 553 shares; 2026Q2: 357 shares 357 $20.7K <0.01% -196 Timeline SLYV 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: 182 shares; 2024Q4: 184 shares; 2025Q1: 184 shares; 2025Q2: 185 shares; 2025Q3: 186 shares; 2025Q4: 188 shares; 2026Q1: 188 shares; 2026Q2: 189 shares 189 $20.7K <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: 50 shares; 2024Q4: 50 shares; 2025Q1: 70 shares; 2025Q2: 95 shares; 2025Q3: 95 shares; 2025Q4: 95 shares; 2026Q1: 95 shares; 2026Q2: 95 shares 95 $20.6K <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: 1,615 shares; 2024Q4: 767 shares; 2025Q1: 767 shares; 2025Q2: 767 shares; 2025Q3: 767 shares; 2025Q4: 767 shares; 2026Q1: 767 shares; 2026Q2: 767 shares 767 $20.4K <0.01% 0 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: 62 shares; 2024Q4: 62 shares; 2025Q1: 62 shares; 2025Q2: 63 shares; 2025Q3: 63 shares; 2025Q4: 63 shares; 2026Q1: 187 shares; 2026Q2: 188 shares 188 $20.2K <0.01% +1 Timeline AAXJ 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: 167 shares; 2026Q1: 167 shares; 2026Q2: 168 shares 168 $20K <0.01% +1 Timeline CRBG COREBRIDGE FINL INC More: the full row for COREBRIDGE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 695 shares; 2025Q3: 695 shares; 2025Q4: 695 shares; 2026Q1: 695 shares; 2026Q2: 695 shares 695 $19.9K <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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 67 shares; 2025Q3: 67 shares; 2025Q4: 67 shares; 2026Q1: 67 shares; 2026Q2: 67 shares 67 $19.5K <0.01% 0 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,018 shares; 2024Q4: 1,018 shares; 2025Q1: 1,018 shares; 2025Q2: 1,018 shares; 2025Q3: 1,018 shares; 2025Q4: 1,018 shares; 2026Q1: 1,218 shares; 2026Q2: 1,018 shares 1,018 $19.5K <0.01% -200 Timeline TECK TECK RESOURCES LTD More: the full row for TECK RESOURCES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 322 shares; 2025Q3: 322 shares; 2025Q4: 322 shares; 2026Q1: 322 shares; 2026Q2: 322 shares 322 $19.1K <0.01% 0 Timeline FYX FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 132 shares; 2026Q1: 132 shares; 2026Q2: 133 shares 133 $19.1K <0.01% +1 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: 26 shares; 2025Q2: 65 shares; 2025Q3: 65 shares; 2025Q4: 39 shares; 2026Q1: 52 shares; 2026Q2: 53 shares 53 $19.1K <0.01% +1 Timeline XETYX EATON VANCE TAX-MANAGED DIVE More: the full row for EATON VANCE TAX-MANAGED DIVE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,302 shares; 2025Q2: 1,302 shares; 2025Q3: 1,302 shares; 2025Q4: 1,302 shares; 2026Q1: 1,302 shares; 2026Q2: 1,302 shares 1,302 $18.9K <0.01% 0 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 201 shares; 2025Q3: 202 shares; 2025Q4: 326 shares; 2026Q1: 205 shares; 2026Q2: 206 shares 206 $18.9K <0.01% +1 Timeline IMCV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 198 shares; 2024Q4: 200 shares; 2025Q1: 201 shares; 2025Q2: 202 shares; 2025Q3: 203 shares; 2025Q4: 204 shares; 2026Q1: 205 shares; 2026Q2: 206 shares 206 $18.8K <0.01% +1 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: 492 shares; 2024Q4: 492 shares; 2025Q1: 492 shares; 2025Q2: 492 shares; 2025Q3: 493 shares; 2025Q4: 493 shares; 2026Q1: 495 shares; 2026Q2: 495 shares 495 $18.8K <0.01% 0 Timeline BBVA BANCO BILBAO VIZCAYA ARGENTA More: the full row for BANCO BILBAO VIZCAYA ARGENTA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 709 shares; 2025Q3: 709 shares; 2025Q4: 748 shares; 2026Q1: 748 shares; 2026Q2: 748 shares 748 $18.7K <0.01% 0 Timeline WCC WESCO INTL INC More: the full row for WESCO 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: 54 shares; 2025Q3: 54 shares; 2025Q4: 54 shares; 2026Q1: 54 shares; 2026Q2: 54 shares 54 $18.7K <0.01% 0 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 900 shares; 2026Q2: 507 shares 507 $18.6K <0.01% -393 Timeline TLN TALEN ENERGY CORP More: the full row for TALEN ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 48 shares; 2025Q3: 48 shares; 2025Q4: 48 shares; 2026Q1: 48 shares; 2026Q2: 48 shares 48 $18.4K <0.01% 0 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: 752 shares; 2024Q4: 752 shares; 2025Q1: 752 shares; 2025Q2: 752 shares; 2025Q3: 752 shares; 2025Q4: 752 shares; 2026Q1: 752 shares; 2026Q2: 752 shares 752 $18.4K <0.01% 0 Timeline XEXGX EATON VANCE TAX-MANAGED GLOB More: the full row for EATON VANCE TAX-MANAGED GLOB Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,799 shares; 2025Q2: 1,799 shares; 2025Q3: 1,799 shares; 2025Q4: 1,799 shares; 2026Q1: 1,799 shares; 2026Q2: 1,799 shares 1,799 $17.6K <0.01% 0 Timeline FEZ SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 250 shares; 2025Q4: 252 shares; 2026Q1: 253 shares; 2026Q2: 257 shares 257 $17.6K <0.01% +4 Timeline NOBL 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: 312 shares 312 $17.5K <0.01% new Timeline ING ING GROEP N.V. More: the full row for ING GROEP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 111 shares; 2025Q1: 112 shares; 2025Q2: 529 shares; 2025Q3: 536 shares; 2025Q4: 536 shares; 2026Q1: 539 shares; 2026Q2: 553 shares 553 $17.4K <0.01% +14 Timeline SPYD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 362 shares; 2026Q2: 362 shares 362 $17.3K <0.01% 0 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 215 shares; 2025Q3: 153 shares; 2025Q4: 155 shares; 2026Q1: 158 shares; 2026Q2: 160 shares 160 $17.2K <0.01% +2 Timeline OMF ONEMAIN HLDGS INC More: the full row for ONEMAIN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 281 shares; 2025Q3: 281 shares; 2025Q4: 281 shares; 2026Q1: 281 shares; 2026Q2: 281 shares 281 $17.1K <0.01% 0 Timeline MTB M & T BK CORP More: the full row for M & T BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 20 shares; 2025Q1: 20 shares; 2025Q2: 70 shares; 2025Q3: 71 shares; 2025Q4: 71 shares; 2026Q1: 71 shares; 2026Q2: 71 shares 71 $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: 387 shares; 2024Q4: 405 shares; 2025Q1: 405 shares; 2025Q2: 857 shares; 2025Q3: 839 shares; 2025Q4: 388 shares; 2026Q1: 389 shares; 2026Q2: 389 shares 389 $16.8K <0.01% 0 Timeline PAGP PLAINS GP HLDGS L P More: the full row for PLAINS GP HLDGS L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 690 shares; 2025Q3: 690 shares; 2025Q4: 690 shares; 2026Q1: 690 shares; 2026Q2: 690 shares 690 $16.7K <0.01% 0 Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 166 shares; 2025Q3: 166 shares; 2025Q4: 166 shares; 2026Q1: 166 shares; 2026Q2: 166 shares 166 $16.6K <0.01% 0 Timeline AKRE PROFESIONALLY MANAGED PORTFO More: the full row for PROFESIONALLY MANAGED PORTFO 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: 308 shares; 2026Q1: 308 shares; 2026Q2: 308 shares 308 $16.4K <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: not reported; 2024Q4: 1 shares; 2025Q1: 1 shares; 2025Q2: 52 shares; 2025Q3: 52 shares; 2025Q4: 52 shares; 2026Q1: 52 shares; 2026Q2: 52 shares 52 $16.4K <0.01% 0 Timeline TKO TKO GROUP HOLDINGS INC More: the full row for TKO GROUP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 0 shares; 2024Q4: 6 shares; 2025Q1: 6 shares; 2025Q2: 81 shares; 2025Q3: 81 shares; 2025Q4: 81 shares; 2026Q1: 81 shares; 2026Q2: 81 shares 81 $16.4K <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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 441 shares; 2025Q3: 441 shares; 2025Q4: 441 shares; 2026Q1: 441 shares; 2026Q2: 441 shares 441 $16K <0.01% 0 Timeline TSME THRIVENT ETF TRUST More: the full row for THRIVENT 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: 688 shares; 2026Q2: 303 shares 303 $15.9K <0.01% -385 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: 210 shares; 2024Q4: 210 shares; 2025Q1: 210 shares; 2025Q2: 210 shares; 2025Q3: 210 shares; 2025Q4: 210 shares; 2026Q1: 210 shares; 2026Q2: 210 shares 210 $15.8K <0.01% 0 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: 26 shares; 2024Q4: 26 shares; 2025Q1: 26 shares; 2025Q2: 112 shares; 2025Q3: 112 shares; 2025Q4: 212 shares; 2026Q1: 109 shares; 2026Q2: 100 shares 100 $15.7K <0.01% -9 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: 26 shares; 2024Q4: 20 shares; 2025Q1: 115 shares; 2025Q2: 152 shares; 2025Q3: 153 shares; 2025Q4: 204 shares; 2026Q1: 58 shares; 2026Q2: 58 shares 58 $15.6K <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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 205 shares; 2025Q3: 205 shares; 2025Q4: 205 shares; 2026Q1: 205 shares; 2026Q2: 205 shares 205 $15.6K <0.01% 0 Timeline Z ZILLOW GROUP INC More: the full row for ZILLOW GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 493 shares; 2024Q4: 493 shares; 2025Q1: 493 shares; 2025Q2: 493 shares; 2025Q3: 493 shares; 2025Q4: 493 shares; 2026Q1: 493 shares; 2026Q2: 493 shares 493 $15.5K <0.01% 0 Timeline CANC TEMA ETF TRUST More: the full row for TEMA 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: 376 shares; 2025Q4: 376 shares; 2026Q1: 376 shares; 2026Q2: 376 shares 376 $15.5K <0.01% 0 Timeline ROBT 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: 275 shares; 2024Q4: 275 shares; 2025Q1: 275 shares; 2025Q2: 275 shares; 2025Q3: 275 shares; 2025Q4: 275 shares; 2026Q1: 275 shares; 2026Q2: 275 shares 275 $15.5K <0.01% 0 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 121 shares; 2025Q3: 121 shares; 2025Q4: 182 shares; 2026Q1: 121 shares; 2026Q2: 121 shares 121 $15.3K <0.01% 0 Timeline ODFL OLD DOMINION FREIGHT LINE IN More: the full row for OLD DOMINION FREIGHT LINE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 70 shares; 2025Q3: 70 shares; 2025Q4: 70 shares; 2026Q1: 70 shares; 2026Q2: 70 shares 70 $15.2K <0.01% 0 Timeline MTG MGIC INVT CORP WIS More: the full row for MGIC INVT CORP WIS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 537 shares; 2025Q3: 537 shares; 2025Q4: 537 shares; 2026Q1: 537 shares; 2026Q2: 537 shares 537 $15.1K <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: not reported; 2024Q4: not reported; 2025Q1: 2 shares; 2025Q2: 61 shares; 2025Q3: 61 shares; 2025Q4: 61 shares; 2026Q1: 59 shares; 2026Q2: 59 shares 59 $15K <0.01% 0 Timeline PCG PG&E CORP More: the full row for PG&E CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 870 shares; 2025Q3: 870 shares; 2025Q4: 870 shares; 2026Q1: 870 shares; 2026Q2: 870 shares 870 $14.6K <0.01% 0 Timeline OTIS OTIS WORLDWIDE CORP More: the full row for OTIS WORLDWIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20 shares; 2024Q4: 20 shares; 2025Q1: 20 shares; 2025Q2: 235 shares; 2025Q3: 201 shares; 2025Q4: 202 shares; 2026Q1: 203 shares; 2026Q2: 204 shares 204 $14.6K <0.01% +1 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: 18 shares; 2024Q4: 26 shares; 2025Q1: 26 shares; 2025Q2: 28 shares; 2025Q3: 28 shares; 2025Q4: 118 shares; 2026Q1: 28 shares; 2026Q2: 28 shares 28 $14.6K <0.01% 0 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 38 shares; 2025Q3: 39 shares; 2025Q4: 39 shares; 2026Q1: 58 shares; 2026Q2: 59 shares 59 $14.5K <0.01% +1 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9 shares; 2024Q4: 9 shares; 2025Q1: 55 shares; 2025Q2: 105 shares; 2025Q3: 105 shares; 2025Q4: 105 shares; 2026Q1: 114 shares; 2026Q2: 55 shares 55 $14.4K <0.01% -59 Timeline BTI BRITISH AMERN TOB PLC More: the full row for BRITISH AMERN TOB PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 200 shares; 2025Q3: 203 shares; 2025Q4: 221 shares; 2026Q1: 224 shares; 2026Q2: 227 shares 227 $14K <0.01% +3 Timeline ICF 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: 343 shares; 2026Q1: 203 shares; 2026Q2: 204 shares 204 $13.8K <0.01% +1 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12 shares; 2024Q4: 16 shares; 2025Q1: 16 shares; 2025Q2: 28 shares; 2025Q3: 28 shares; 2025Q4: 28 shares; 2026Q1: 28 shares; 2026Q2: 28 shares 28 $13.8K <0.01% 0 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 60 shares; 2025Q3: 60 shares; 2025Q4: 61 shares; 2026Q1: 61 shares; 2026Q2: 62 shares 62 $13.8K <0.01% +1 Timeline SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 12 shares; 2025Q1: 12 shares; 2025Q2: 88 shares; 2025Q3: 88 shares; 2025Q4: 95 shares; 2026Q1: 88 shares; 2026Q2: 88 shares 88 $13.6K <0.01% 0 Timeline NASA TEMA ETF TRUST More: the full row for TEMA 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: 445 shares 445 $13.5K <0.01% new Timeline DGX QUEST DIAGNOSTICS INC More: the full row for QUEST DIAGNOSTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 62 shares; 2025Q3: 62 shares; 2025Q4: 63 shares; 2026Q1: 63 shares; 2026Q2: 63 shares 63 $13.4K <0.01% 0 Timeline VEGI ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 300 shares; 2026Q2: 302 shares 302 $13.3K <0.01% +2 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 125 shares; 2025Q2: 126 shares; 2025Q3: 126 shares; 2025Q4: 129 shares; 2026Q1: 129 shares; 2026Q2: 130 shares 130 $13.3K <0.01% +1 Timeline RWL INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 101 shares; 2025Q1: 102 shares; 2025Q2: 102 shares; 2025Q3: 102 shares; 2025Q4: 103 shares; 2026Q1: 103 shares; 2026Q2: 104 shares 104 $13.2K <0.01% +1 Timeline FNDX 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: 413 shares; 2025Q1: 415 shares; 2025Q2: 417 shares; 2025Q3: 418 shares; 2025Q4: 420 shares; 2026Q1: 422 shares; 2026Q2: 424 shares 424 $13.2K <0.01% +2 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21 shares; 2024Q4: 21 shares; 2025Q1: 21 shares; 2025Q2: 166 shares; 2025Q3: 167 shares; 2025Q4: 100 shares; 2026Q1: 100 shares; 2026Q2: 79 shares 79 $13.1K <0.01% -21 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: 10 shares; 2024Q4: 10 shares; 2025Q1: 10 shares; 2025Q2: 10 shares; 2025Q3: 10 shares; 2025Q4: 55 shares; 2026Q1: 26 shares; 2026Q2: 26 shares 26 $13.1K <0.01% 0 Timeline FDL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 136 shares; 2025Q1: 137 shares; 2025Q2: 138 shares; 2025Q3: 140 shares; 2025Q4: 141 shares; 2026Q1: 266 shares; 2026Q2: 269 shares 269 $13.1K <0.01% +3 Timeline CP CANADIAN PACIFIC KANSAS CITY More: the full row for CANADIAN PACIFIC KANSAS CITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 150 shares; 2025Q3: 150 shares; 2025Q4: 150 shares; 2026Q1: 150 shares; 2026Q2: 150 shares 150 $13K <0.01% 0 Timeline ICOW PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 302 shares; 2025Q2: 305 shares; 2025Q3: 306 shares; 2025Q4: 306 shares; 2026Q1: 310 shares; 2026Q2: 312 shares 312 $13K <0.01% +2 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1 shares; 2025Q1: 1 shares; 2025Q2: 37 shares; 2025Q3: 37 shares; 2025Q4: 37 shares; 2026Q1: 29 shares; 2026Q2: 29 shares 29 $12.9K <0.01% 0 Timeline MUSA MURPHY USA INC More: the full row for MURPHY USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 24 shares; 2025Q3: 24 shares; 2025Q4: 24 shares; 2026Q1: 24 shares; 2026Q2: 24 shares 24 $12.9K <0.01% 0 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13 shares; 2025Q2: 13 shares; 2025Q3: 13 shares; 2025Q4: 75 shares; 2026Q1: 61 shares; 2026Q2: 61 shares 61 $12.8K <0.01% 0 Timeline ELAN ELANCO ANIMAL HEALTH INC More: the full row for ELANCO ANIMAL 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: 511 shares; 2025Q3: 511 shares; 2025Q4: 511 shares; 2026Q1: 511 shares; 2026Q2: 511 shares 511 $12.6K <0.01% 0 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: 104 shares; 2024Q4: 104 shares; 2025Q1: 104 shares; 2025Q2: 104 shares; 2025Q3: 104 shares; 2025Q4: 104 shares; 2026Q1: 104 shares; 2026Q2: 104 shares 104 $12.3K <0.01% 0 Timeline SJM SMUCKER J M CO More: the full row for SMUCKER J M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1 shares; 2024Q4: 1 shares; 2025Q1: 1 shares; 2025Q2: 104 shares; 2025Q3: 105 shares; 2025Q4: 106 shares; 2026Q1: 107 shares; 2026Q2: 108 shares 108 $12.2K <0.01% +1 Timeline RELX RELX PLC More: the full row for RELX PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26 shares; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 377 shares; 2025Q3: 377 shares; 2025Q4: 377 shares; 2026Q1: 377 shares; 2026Q2: 379 shares 379 $12K <0.01% +2 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: 72 shares; 2024Q4: 72 shares; 2025Q1: 73 shares; 2025Q2: 74 shares; 2025Q3: 74 shares; 2025Q4: 75 shares; 2026Q1: 76 shares; 2026Q2: 76 shares 76 $11.9K <0.01% 0 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5 shares; 2024Q4: 6 shares; 2025Q1: 6 shares; 2025Q2: 90 shares; 2025Q3: 90 shares; 2025Q4: 90 shares; 2026Q1: 127 shares; 2026Q2: 127 shares 127 $11.7K <0.01% 0 Timeline EPOL 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: 300 shares; 2026Q2: 302 shares 302 $11.7K <0.01% +2 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 232 shares; 2025Q3: 234 shares; 2025Q4: 236 shares; 2026Q1: 238 shares; 2026Q2: 241 shares 241 $11.2K <0.01% +3 Timeline THRO BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 260 shares; 2026Q1: 260 shares; 2026Q2: 260 shares 260 $11.2K <0.01% 0 Timeline BG BUNGE GLOBAL SA More: the full row for BUNGE GLOBAL SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 101 shares; 2025Q3: 102 shares; 2025Q4: 103 shares; 2026Q1: 103 shares; 2026Q2: 104 shares 104 $11.1K <0.01% +1 Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2 shares; 2025Q1: 2 shares; 2025Q2: 16 shares; 2025Q3: 16 shares; 2025Q4: 16 shares; 2026Q1: 21 shares; 2026Q2: 21 shares 21 $11.1K <0.01% 0 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16 shares; 2024Q4: 16 shares; 2025Q1: 128 shares; 2025Q2: 128 shares; 2025Q3: 128 shares; 2025Q4: 268 shares; 2026Q1: 268 shares; 2026Q2: 269 shares 269 $11K <0.01% +1 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: 25 shares; 2025Q1: 25 shares; 2025Q2: 25 shares; 2025Q3: 25 shares; 2025Q4: 25 shares; 2026Q1: 25 shares; 2026Q2: 25 shares 25 $11K <0.01% 0 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 36 shares; 2024Q4: 36 shares; 2025Q1: 36 shares; 2025Q2: 36 shares; 2025Q3: 37 shares; 2025Q4: 37 shares; 2026Q1: 49 shares; 2026Q2: 37 shares 37 $10.9K <0.01% -12 Timeline FDVV FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 172 shares; 2025Q1: 173 shares; 2025Q2: 175 shares; 2025Q3: 176 shares; 2025Q4: 177 shares; 2026Q1: 178 shares; 2026Q2: 180 shares 180 $10.8K <0.01% +2 Timeline EQT EQT CORP More: the full row for EQT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 445 shares; 2025Q3: 445 shares; 2025Q4: 200 shares; 2026Q1: 200 shares; 2026Q2: 200 shares 200 $10.6K <0.01% 0 Timeline NCIQ HASHDEX NASDAQ CME CRYPTO More: the full row for HASHDEX NASDAQ CME CRYPTO 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: 723 shares 723 $10.6K <0.01% new Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 208 shares; 2024Q4: 208 shares; 2025Q1: 208 shares; 2025Q2: 793 shares; 2025Q3: 794 shares; 2025Q4: 212 shares; 2026Q1: 212 shares; 2026Q2: 217 shares 217 $10.4K <0.01% +5 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: 478 shares; 2024Q4: 958 shares; 2025Q1: 958 shares; 2025Q2: 283 shares; 2025Q3: 284 shares; 2025Q4: 285 shares; 2026Q1: 286 shares; 2026Q2: 286 shares 286 $10.3K <0.01% 0 Timeline SE SEA LTD More: the full row for SEA LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 107 shares; 2025Q3: 107 shares; 2025Q4: 109 shares; 2026Q1: 107 shares; 2026Q2: 107 shares 107 $10.3K <0.01% 0 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 33 shares; 2024Q4: 36 shares; 2025Q1: 75 shares; 2025Q2: 168 shares; 2025Q3: 146 shares; 2025Q4: 130 shares; 2026Q1: 82 shares; 2026Q2: 82 shares 82 $10.2K <0.01% 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: 7 shares; 2024Q4: 10 shares; 2025Q1: 31 shares; 2025Q2: 31 shares; 2025Q3: 31 shares; 2025Q4: 31 shares; 2026Q1: 31 shares; 2026Q2: 31 shares 31 $10.1K <0.01% 0 Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 207 shares; 2024Q4: 104 shares; 2025Q1: 104 shares; 2025Q2: 104 shares; 2025Q3: 105 shares; 2025Q4: 105 shares; 2026Q1: 105 shares; 2026Q2: 105 shares 105 $10.1K <0.01% 0 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 277 shares; 2024Q4: 280 shares; 2025Q1: 282 shares; 2025Q2: 285 shares; 2025Q3: 202 shares; 2025Q4: 120 shares; 2026Q1: 121 shares; 2026Q2: 122 shares 122 $10K <0.01% +1 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: 60 shares; 2026Q1: 60 shares; 2026Q2: 60 shares 60 $9.82K <0.01% 0 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 80 shares; 2024Q4: 80 shares; 2025Q1: 130 shares; 2025Q2: 130 shares; 2025Q3: 130 shares; 2025Q4: 130 shares; 2026Q1: 130 shares; 2026Q2: 130 shares 130 $9.82K <0.01% 0 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: 60 shares; 2024Q4: 60 shares; 2025Q1: 50 shares; 2025Q2: 50 shares; 2025Q3: 50 shares; 2025Q4: 50 shares; 2026Q1: 50 shares; 2026Q2: 50 shares 50 $9.79K <0.01% 0 Timeline ROAD CONSTRUCTION PARTNERS INC More: the full row for CONSTRUCTION PARTNERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 82 shares; 2025Q1: 82 shares; 2025Q2: 82 shares; 2025Q3: 82 shares; 2025Q4: 82 shares; 2026Q1: 82 shares; 2026Q2: 82 shares 82 $9.74K <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: 32 shares; 2024Q4: 32 shares; 2025Q1: 32 shares; 2025Q2: 233 shares; 2025Q3: 234 shares; 2025Q4: 235 shares; 2026Q1: 236 shares; 2026Q2: 238 shares 238 $9.71K <0.01% +2 Timeline TEI TEMPLETON EMERGING MKTS INCO More: the full row for TEMPLETON EMERGING MKTS INCO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,161 shares; 2024Q4: 1,193 shares; 2025Q1: 1,224 shares; 2025Q2: 1,256 shares; 2025Q3: 1,285 shares; 2025Q4: 1,376 shares; 2026Q1: 1,406 shares; 2026Q2: 1,438 shares 1,438 $9.69K <0.01% +32 Timeline JOE ST JOE CO More: the full row for ST JOE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 151 shares; 2024Q4: 151 shares; 2025Q1: 152 shares; 2025Q2: 152 shares; 2025Q3: 153 shares; 2025Q4: 153 shares; 2026Q1: 154 shares; 2026Q2: 154 shares 154 $9.64K <0.01% 0 Timeline SPGP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 77 shares; 2025Q1: 78 shares; 2025Q2: 78 shares; 2025Q3: 78 shares; 2025Q4: 78 shares; 2026Q1: 78 shares; 2026Q2: 79 shares 79 $9.61K <0.01% +1 Timeline FORM FORMFACTOR INC More: the full row for FORMFACTOR 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: 60 shares; 2026Q2: 60 shares 60 $9.6K <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: 15 shares; 2024Q4: 15 shares; 2025Q1: 15 shares; 2025Q2: 15 shares; 2025Q3: 15 shares; 2025Q4: 15 shares; 2026Q1: 15 shares; 2026Q2: 15 shares 15 $9.52K <0.01% 0 Timeline CAKE CHEESECAKE FACTORY INC More: the full row for CHEESECAKE FACTORY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 73 shares; 2025Q1: 74 shares; 2025Q2: 74 shares; 2025Q3: 75 shares; 2025Q4: 75 shares; 2026Q1: 118 shares; 2026Q2: 118 shares 118 $9.4K <0.01% 0 Timeline E ENI SPA More: the full row for ENI SPA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 200 shares; 2024Q4: 200 shares; 2025Q1: 200 shares; 2025Q2: 200 shares; 2025Q3: 200 shares; 2025Q4: 200 shares; 2026Q1: 200 shares; 2026Q2: 200 shares 200 $9.37K <0.01% 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: 374 shares; 2024Q4: 369 shares; 2025Q1: 369 shares; 2025Q2: 370 shares; 2025Q3: 372 shares; 2025Q4: 198 shares; 2026Q1: 198 shares; 2026Q2: 60 shares 60 $9.26K <0.01% -138 Timeline SMA SMARTSTOP SELF STORAG REIT I More: the full row for SMARTSTOP SELF STORAG REIT I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 275 shares; 2026Q2: 279 shares 279 $9.05K <0.01% +4 Timeline DXYZ DESTINY TECH100 INC More: the full row for DESTINY TECH100 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: 346 shares; 2026Q1: 346 shares; 2026Q2: 346 shares 346 $8.91K <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: 278 shares; 2024Q4: 284 shares; 2025Q1: 284 shares; 2025Q2: 105 shares; 2025Q3: 105 shares; 2025Q4: 106 shares; 2026Q1: 106 shares; 2026Q2: 107 shares 107 $8.89K <0.01% +1 Timeline XT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,975 shares; 2024Q4: 1,909 shares; 2025Q1: 612 shares; 2025Q2: 98 shares; 2025Q3: 98 shares; 2025Q4: 105 shares; 2026Q1: 105 shares; 2026Q2: 106 shares 106 $8.72K <0.01% +1 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 51 shares; 2025Q3: 51 shares; 2025Q4: 51 shares; 2026Q1: 51 shares; 2026Q2: 51 shares 51 $8.55K <0.01% 0 Timeline TDOC TELADOC HEALTH INC More: the full row for TELADOC 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: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares; 2026Q1: 1,000 shares; 2026Q2: 1,000 shares 1,000 $8.48K <0.01% 0 Timeline ETJ EATON VANCE RISK-MANAGED DIV More: the full row for EATON VANCE RISK-MANAGED DIV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,023 shares; 2025Q2: 1,023 shares; 2025Q3: 1,023 shares; 2025Q4: 1,023 shares; 2026Q1: 1,023 shares; 2026Q2: 1,023 shares 1,023 $8.46K <0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 86 shares; 2026Q1: 21 shares; 2026Q2: 17 shares 17 $8.45K <0.01% -4 Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16 shares; 2024Q4: 16 shares; 2025Q1: 16 shares; 2025Q2: 16 shares; 2025Q3: 16 shares; 2025Q4: 16 shares; 2026Q1: 39 shares; 2026Q2: 39 shares 39 $8.4K <0.01% 0 Timeline RBC RBC BEARINGS INC More: the full row for RBC BEARINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 13 shares; 2025Q1: 13 shares; 2025Q2: 13 shares; 2025Q3: 13 shares; 2025Q4: 13 shares; 2026Q1: 13 shares; 2026Q2: 13 shares 13 $8.37K <0.01% 0 Timeline WTV WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 80 shares; 2025Q2: 81 shares; 2025Q3: 81 shares; 2025Q4: 81 shares; 2026Q1: 82 shares; 2026Q2: 82 shares 82 $8.37K <0.01% 0 Timeline GCOW PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 178 shares; 2025Q1: 180 shares; 2025Q2: 182 shares; 2025Q3: 183 shares; 2025Q4: 183 shares; 2026Q1: 189 shares; 2026Q2: 191 shares 191 $8.27K <0.01% +2 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8 shares; 2025Q3: 8 shares; 2025Q4: 8 shares; 2026Q1: 40 shares; 2026Q2: 41 shares 41 $8.15K <0.01% +1 Timeline IFF INTERNATIONAL FLAVORS&FRAGRA More: the full row for INTERNATIONAL FLAVORS&FRAGRA 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: 101 shares; 2025Q4: 101 shares; 2026Q1: 102 shares; 2026Q2: 102 shares 102 $8.11K <0.01% 0 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 51 shares; 2024Q4: 52 shares; 2025Q1: 52 shares; 2025Q2: 108 shares; 2025Q3: 109 shares; 2025Q4: 110 shares; 2026Q1: 111 shares; 2026Q2: 60 shares 60 $8.06K <0.01% -51 Timeline AB ALLIANCEBERNSTEIN HLDG L P More: the full row for ALLIANCEBERNSTEIN HLDG L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 226 shares; 2024Q4: 226 shares; 2025Q1: 226 shares; 2025Q2: 226 shares; 2025Q3: 226 shares; 2025Q4: 226 shares; 2026Q1: 226 shares; 2026Q2: 226 shares 226 $7.95K <0.01% 0 Timeline FWONK LIBERTY MEDIA CORP DEL More: the full row for LIBERTY MEDIA CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 83 shares; 2025Q3: 83 shares; 2025Q4: 83 shares; 2026Q1: 83 shares; 2026Q2: 83 shares 83 $7.9K <0.01% 0 Timeline CCL CARNIVAL CORP LTD More: the full row for CARNIVAL CORP 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: 276 shares 276 $7.88K <0.01% new Timeline VSDA VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 130 shares; 2025Q1: 131 shares; 2025Q2: 132 shares; 2025Q3: 132 shares; 2025Q4: 134 shares; 2026Q1: 134 shares; 2026Q2: 135 shares 135 $7.86K <0.01% +1 Timeline AEIS ADVANCED ENERGY INDS More: the full row for ADVANCED ENERGY INDS 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 shares; 2026Q1: 21 shares; 2026Q2: 21 shares 21 $7.83K <0.01% 0 Timeline RACE FERRARI N V More: the full row for FERRARI N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 21 shares; 2025Q3: 21 shares; 2025Q4: 21 shares; 2026Q1: 21 shares; 2026Q2: 21 shares 21 $7.82K <0.01% 0 Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 5 shares; 2025Q1: 5 shares; 2025Q2: 17 shares; 2025Q3: 17 shares; 2025Q4: 17 shares; 2026Q1: 17 shares; 2026Q2: 17 shares 17 $7.8K <0.01% 0 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23 shares; 2024Q4: 28 shares; 2025Q1: 28 shares; 2025Q2: 28 shares; 2025Q3: 28 shares; 2025Q4: 28 shares; 2026Q1: 28 shares; 2026Q2: 28 shares 28 $7.77K <0.01% 0 Timeline ZG ZILLOW GROUP INC More: the full row for ZILLOW GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 247 shares; 2024Q4: 247 shares; 2025Q1: 247 shares; 2025Q2: 247 shares; 2025Q3: 247 shares; 2025Q4: 247 shares; 2026Q1: 247 shares; 2026Q2: 247 shares 247 $7.74K <0.01% 0 Timeline ICSH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 626 shares; 2024Q4: 605 shares; 2025Q1: 609 shares; 2025Q2: not reported; 2025Q3: 20 shares; 2025Q4: 539 shares; 2026Q1: 80 shares; 2026Q2: 153 shares 153 $7.72K <0.01% +73 Timeline WAT WATERS CORP More: the full row for WATERS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 20 shares; 2026Q2: 20 shares 20 $7.5K <0.01% 0 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: 9 shares; 2025Q1: 9 shares; 2025Q2: 104 shares; 2025Q3: 104 shares; 2025Q4: 104 shares; 2026Q1: 171 shares; 2026Q2: 104 shares 104 $7.49K <0.01% -67 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 44 shares; 2025Q3: 44 shares; 2025Q4: 44 shares; 2026Q1: 44 shares; 2026Q2: 44 shares 44 $7.48K <0.01% 0 Timeline JLL JONES LANG LASALLE INC More: the full row for JONES LANG LASALLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 24 shares; 2025Q3: 24 shares; 2025Q4: 24 shares; 2026Q1: 24 shares; 2026Q2: 24 shares 24 $7.44K <0.01% 0 Timeline LULU LULULEMON ATHLETICA INC More: the full row for LULULEMON ATHLETICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 65 shares; 2024Q4: 65 shares; 2025Q1: 65 shares; 2025Q2: 65 shares; 2025Q3: 65 shares; 2025Q4: 65 shares; 2026Q1: 165 shares; 2026Q2: 65 shares 65 $7.42K <0.01% -100 Timeline HDB HDFC BANK LTD More: the full row for HDFC BANK LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 140 shares; 2025Q3: 280 shares; 2025Q4: 280 shares; 2026Q1: 280 shares; 2026Q2: 280 shares 280 $7.23K <0.01% 0 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 59 shares; 2024Q4: 59 shares; 2025Q1: 59 shares; 2025Q2: 59 shares; 2025Q3: 60 shares; 2025Q4: 60 shares; 2026Q1: 60 shares; 2026Q2: 60 shares 60 $7.11K <0.01% 0 Timeline THC TENET HEALTHCARE CORP More: the full row for TENET HEALTHCARE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 38 shares; 2024Q4: 38 shares; 2025Q1: 38 shares; 2025Q2: 38 shares; 2025Q3: 38 shares; 2025Q4: 38 shares; 2026Q1: 38 shares; 2026Q2: 38 shares 38 $7.11K <0.01% 0 Timeline