EWY 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: 324,352 shares; 2026Q1: 304,039 shares; 2026Q2: 243,624 shares 243,624 $49.2M 8.74% -60,415 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: 9,742 shares; 2024Q4: 6,233 shares; 2025Q1: 6,202 shares; 2025Q2: 6,273 shares; 2025Q3: 6,351 shares; 2025Q4: 12,653 shares; 2026Q1: 116,962 shares; 2026Q2: 795,536 shares 795,536 $42.3M 7.51% +678,574 Timeline ICLN 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: 312 shares; 2026Q1: 312 shares; 2026Q2: 1,897,510 shares 1,897,510 $38.9M 6.91% +1,897,198 Timeline BBCA J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 157,067 shares; 2025Q3: 324 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 387,374 shares 387,374 $38.5M 6.84% new Timeline COMT ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,053,158 shares; 2025Q2: 7,556 shares; 2025Q3: 1,111,648 shares; 2025Q4: 591 shares; 2026Q1: 1,387,976 shares; 2026Q2: 1,225,318 shares 1,225,318 $37.2M 6.61% -162,658 Timeline SIVR ABRDN SILVER ETF TRUST More: the full row for ABRDN SILVER ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,719 shares; 2024Q4: 740 shares; 2025Q1: 448,848 shares; 2025Q2: 4,565 shares; 2025Q3: 1,061 shares; 2025Q4: 696,246 shares; 2026Q1: 503,923 shares; 2026Q2: 559,479 shares 559,479 $31.5M 5.59% +55,556 Timeline FLGB FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 625,314 shares; 2025Q3: 831 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 786,791 shares 786,791 $27.8M 4.94% new Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 83,438 shares; 2024Q4: 131,323 shares; 2025Q1: 571 shares; 2025Q2: 569 shares; 2025Q3: 158,505 shares; 2025Q4: 574 shares; 2026Q1: 570 shares; 2026Q2: 147,946 shares 147,946 $27.4M 4.87% +147,376 Timeline GNR 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: 1,568 shares; 2024Q4: 1,568 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 520,182 shares; 2026Q2: 387,837 shares 387,837 $26.1M 4.64% -132,345 Timeline HYMB 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: 121,417 shares; 2024Q4: 63,129 shares; 2025Q1: 477,758 shares; 2025Q2: 79,310 shares; 2025Q3: 86,176 shares; 2025Q4: 90,050 shares; 2026Q1: 95,376 shares; 2026Q2: 992,182 shares 992,182 $25.2M 4.49% +896,806 Timeline ICVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 223,453 shares; 2024Q4: 207,591 shares; 2025Q1: 207,791 shares; 2025Q2: 118,553 shares; 2025Q3: 1,978 shares; 2025Q4: 189,666 shares; 2026Q1: 209,661 shares; 2026Q2: 199,640 shares 199,640 $24.3M 4.32% -10,021 Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 20 shares; 2025Q1: 10,468 shares; 2025Q2: 10,219 shares; 2025Q3: 318,601 shares; 2025Q4: 694,989 shares; 2026Q1: 558,565 shares; 2026Q2: 398,992 shares 398,992 $20.7M 3.67% -159,573 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 61,787 shares; 2024Q4: 1,537,591 shares; 2025Q1: 1,047,956 shares; 2025Q2: 316,520 shares; 2025Q3: 314,287 shares; 2025Q4: 1,186,560 shares; 2026Q1: 411,225 shares; 2026Q2: 454,027 shares 454,027 $13.4M 2.38% +42,802 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: 153,988 shares 153,988 $11.8M 2.09% new Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 57 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 122,869 shares 122,869 $11.6M 2.06% new 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: 20,541 shares; 2024Q4: 25,178 shares; 2025Q1: 25,676 shares; 2025Q2: 23,835 shares; 2025Q3: 25,483 shares; 2025Q4: 25,480 shares; 2026Q1: 25,547 shares; 2026Q2: 26,673 shares 26,673 $9.95M 1.77% +1,126 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: 108,343 shares; 2024Q4: 95,240 shares; 2025Q1: 95,306 shares; 2025Q2: 96,202 shares; 2025Q3: 114,532 shares; 2025Q4: 151,009 shares; 2026Q1: 153,572 shares; 2026Q2: 165,664 shares 165,664 $8.38M 1.49% +12,092 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: 41,753 shares; 2024Q4: 136,806 shares; 2025Q1: 164,304 shares; 2025Q2: 748,436 shares; 2025Q3: 191,756 shares; 2025Q4: 206,464 shares; 2026Q1: 224,597 shares; 2026Q2: 247,653 shares 247,653 $6.86M 1.22% +23,056 Timeline SPMD 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: 2,062 shares; 2025Q1: 43,544 shares; 2025Q2: 53,641 shares; 2025Q3: 56,334 shares; 2025Q4: 64,165 shares; 2026Q1: 71,023 shares; 2026Q2: 77,891 shares 77,891 $5.26M 0.94% +6,868 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: 51,601 shares; 2024Q4: 554,960 shares; 2025Q1: 110,509 shares; 2025Q2: 120,375 shares; 2025Q3: 122,543 shares; 2025Q4: 125,767 shares; 2026Q1: 132,629 shares; 2026Q2: 136,764 shares 136,764 $4.94M 0.88% +4,135 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: 19,419 shares; 2024Q4: 21,198 shares; 2025Q1: 17,163 shares; 2025Q2: 16,436 shares; 2025Q3: 16,367 shares; 2025Q4: 16,503 shares; 2026Q1: 16,422 shares; 2026Q2: 16,976 shares 16,976 $4.91M 0.87% +554 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: 4,625 shares; 2024Q4: 5,110 shares; 2025Q1: 5,121 shares; 2025Q2: 5,321 shares; 2025Q3: 5,476 shares; 2025Q4: 4,315 shares; 2026Q1: 4,302 shares; 2026Q2: 4,200 shares 4,200 $4.85M 0.86% -102 Timeline SPBO 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: 83,287 shares; 2025Q1: 65,993 shares; 2025Q2: 77,755 shares; 2025Q3: 127,759 shares; 2025Q4: 755,118 shares; 2026Q1: 502,038 shares; 2026Q2: 123,188 shares 123,188 $3.58M 0.64% -378,850 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: 9,064 shares; 2024Q4: 20,491 shares; 2025Q1: 13,815 shares; 2025Q2: 13,093 shares; 2025Q3: 13,708 shares; 2025Q4: 13,910 shares; 2026Q1: 13,870 shares; 2026Q2: 12,939 shares 12,939 $3.08M 0.55% -931 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: not reported; 2024Q4: 44,843 shares; 2025Q1: 88,393 shares; 2025Q2: 103,171 shares; 2025Q3: 78,371 shares; 2025Q4: 83,259 shares; 2026Q1: 89,218 shares; 2026Q2: 99,840 shares 99,840 $3M 0.53% +10,622 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: 3,043 shares; 2024Q4: 12,524 shares; 2025Q1: 12,513 shares; 2025Q2: 12,513 shares; 2025Q3: 12,679 shares; 2025Q4: 12,679 shares; 2026Q1: 11,273 shares; 2026Q2: 11,273 shares 11,273 $2.86M 0.51% 0 Timeline SCHC 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: 20,176 shares; 2024Q4: 30,800 shares; 2025Q1: 39,654 shares; 2025Q2: 42,373 shares; 2025Q3: 353,728 shares; 2025Q4: 48,745 shares; 2026Q1: 52,398 shares; 2026Q2: 58,638 shares 58,638 $2.82M 0.5% +6,240 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: 4,445 shares; 2024Q4: 4,989 shares; 2025Q1: 6,479 shares; 2025Q2: 6,411 shares; 2025Q3: 6,604 shares; 2025Q4: 6,929 shares; 2026Q1: 6,911 shares; 2026Q2: 6,805 shares 6,805 $2.4M 0.43% -106 Timeline BKLN INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 101,148 shares; 2024Q4: 105,016 shares; 2025Q1: 116,772 shares; 2025Q2: 115,373 shares; 2025Q3: 117,179 shares; 2025Q4: 119,769 shares; 2026Q1: 116,630 shares; 2026Q2: 115,738 shares 115,738 $2.36M 0.42% -892 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: 10,437 shares; 2024Q4: 10,639 shares; 2025Q1: 12,282 shares; 2025Q2: 11,034 shares; 2025Q3: 11,398 shares; 2025Q4: 10,890 shares; 2026Q1: 10,987 shares; 2026Q2: 11,734 shares 11,734 $2.35M 0.42% +747 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: 366,615 shares; 2024Q4: 360,281 shares; 2025Q1: 338,199 shares; 2025Q2: 20,582 shares; 2025Q3: 18,778 shares; 2025Q4: 317,021 shares; 2026Q1: 18,707 shares; 2026Q2: 18,692 shares 18,692 $2.22M 0.4% -15 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 38,265 shares; 2024Q4: 38,094 shares; 2025Q1: 38,138 shares; 2025Q2: 33,980 shares; 2025Q3: 34,044 shares; 2025Q4: 34,120 shares; 2026Q1: 34,167 shares; 2026Q2: 34,223 shares 34,223 $2.08M 0.37% +56 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: 2,579 shares; 2024Q4: 2,709 shares; 2025Q1: 36,345 shares; 2025Q2: 3,576 shares; 2025Q3: 3,202 shares; 2025Q4: 2,889 shares; 2026Q1: 2,980 shares; 2026Q2: 2,932 shares 2,932 $2.01M 0.36% -48 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: 103 shares; 2024Q4: 533 shares; 2025Q1: 2,462 shares; 2025Q2: 2,130 shares; 2025Q3: 2,135 shares; 2025Q4: 2,145 shares; 2026Q1: 2,193 shares; 2026Q2: 2,569 shares 2,569 $1.89M 0.34% +376 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: 2,270 shares; 2024Q4: 14,979 shares; 2025Q1: 15,026 shares; 2025Q2: 13,528 shares; 2025Q3: 13,755 shares; 2025Q4: 13,519 shares; 2026Q1: 13,545 shares; 2026Q2: 13,561 shares 13,561 $1.85M 0.33% +16 Timeline IEUR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,600 shares; 2024Q4: 22,089 shares; 2025Q1: 22,089 shares; 2025Q2: 315,935 shares; 2025Q3: 22,492 shares; 2025Q4: 22,476 shares; 2026Q1: 22,476 shares; 2026Q2: 22,490 shares 22,490 $1.69M 0.3% +14 Timeline VMI VALMONT INDS INC More: the full row for VALMONT INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,800 shares; 2024Q4: 2,800 shares; 2025Q1: 2,800 shares; 2025Q2: 2,800 shares; 2025Q3: 2,800 shares; 2025Q4: 2,800 shares; 2026Q1: 2,800 shares; 2026Q2: 2,800 shares 2,800 $1.62M 0.29% 0 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2 shares; 2025Q2: 2 shares; 2025Q3: 2 shares; 2025Q4: 2 shares; 2026Q1: 2 shares; 2026Q2: 2 shares 2 $1.5M 0.27% 0 Timeline FLRN 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: 61,532 shares; 2024Q4: 61,300 shares; 2025Q1: 54,208 shares; 2025Q2: 49,938 shares; 2025Q3: 49,211 shares; 2025Q4: 49,934 shares; 2026Q1: 44,639 shares; 2026Q2: 43,968 shares 43,968 $1.36M 0.24% -671 Timeline EWG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 33,955 shares; 2024Q4: 28,641 shares; 2025Q1: 371,961 shares; 2025Q2: 739,995 shares; 2025Q3: 768,223 shares; 2025Q4: 31,454 shares; 2026Q1: 31,440 shares; 2026Q2: 31,312 shares 31,312 $1.3M 0.23% -128 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: 1,511 shares; 2024Q4: 1,559 shares; 2025Q1: 1,523 shares; 2025Q2: 1,414 shares; 2025Q3: 1,366 shares; 2025Q4: 1,444 shares; 2026Q1: 1,408 shares; 2026Q2: 1,293 shares 1,293 $1.21M 0.22% -115 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: 21,947 shares; 2024Q4: 22,320 shares; 2025Q1: 22,487 shares; 2025Q2: 22,748 shares; 2025Q3: 23,018 shares; 2025Q4: 23,358 shares; 2026Q1: 23,512 shares; 2026Q2: 23,753 shares 23,753 $1.2M 0.21% +241 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: 1,739 shares; 2024Q4: 1,741 shares; 2025Q1: 1,749 shares; 2025Q2: 1,749 shares; 2025Q3: 2,151 shares; 2025Q4: 2,319 shares; 2026Q1: 2,311 shares; 2026Q2: 2,289 shares 2,289 $1.15M 0.2% -22 Timeline ONEQ FIDELITY COMWLTH TR More: the full row for FIDELITY COMWLTH TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,225 shares; 2024Q4: 11,250 shares; 2025Q1: 11,264 shares; 2025Q2: 11,281 shares; 2025Q3: 10,826 shares; 2025Q4: 10,841 shares; 2026Q1: 10,856 shares; 2026Q2: 10,862 shares 10,862 $1.12M 0.2% +6 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: 7,274 shares; 2024Q4: 10,143 shares; 2025Q1: 10,230 shares; 2025Q2: 9,632 shares; 2025Q3: 10,929 shares; 2025Q4: 10,830 shares; 2026Q1: 10,834 shares; 2026Q2: 9,251 shares 9,251 $945K 0.17% -1,583 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: 1,805 shares; 2024Q4: 2,058 shares; 2025Q1: 1,833 shares; 2025Q2: 1,870 shares; 2025Q3: 2,370 shares; 2025Q4: 2,370 shares; 2026Q1: 2,379 shares; 2026Q2: 2,472 shares 2,472 $883K 0.16% +93 Timeline EWW ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,944 shares; 2024Q4: 24,837 shares; 2025Q1: 18,178 shares; 2025Q2: 14,406 shares; 2025Q3: 14,406 shares; 2025Q4: 12,943 shares; 2026Q1: 241,002 shares; 2026Q2: 11,668 shares 11,668 $878K 0.16% -229,334 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,000 shares; 2024Q4: 3,000 shares; 2025Q1: 3,000 shares; 2025Q2: 3,000 shares; 2025Q3: 3,000 shares; 2025Q4: 3,000 shares; 2026Q1: 3,007 shares; 2026Q2: 3,076 shares 3,076 $786K 0.14% +69 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: 2,665 shares; 2024Q4: 8,745 shares; 2025Q1: 8,754 shares; 2025Q2: 8,754 shares; 2025Q3: 8,754 shares; 2025Q4: 8,754 shares; 2026Q1: 8,770 shares; 2026Q2: 8,583 shares 8,583 $779K 0.14% -187 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: 3,441 shares 3,441 $771K 0.14% 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: 3,440 shares 3,440 $761K 0.14% new Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,418 shares; 2024Q4: 2,828 shares; 2025Q1: 3,254 shares; 2025Q2: 3,285 shares; 2025Q3: 3,262 shares; 2025Q4: 249,895 shares; 2026Q1: 3,996 shares; 2026Q2: 3,990 shares 3,990 $760K 0.14% -6 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: 450 shares; 2024Q4: 4,221 shares; 2025Q1: 3,925 shares; 2025Q2: 3,925 shares; 2025Q3: 3,660 shares; 2025Q4: 3,522 shares; 2026Q1: 3,500 shares; 2026Q2: 3,020 shares 3,020 $760K 0.14% -480 Timeline WAFD WAFD INC More: the full row for WAFD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,000 shares; 2024Q4: 19,000 shares; 2025Q1: 19,000 shares; 2025Q2: 19,000 shares; 2025Q3: 19,000 shares; 2025Q4: 19,000 shares; 2026Q1: 19,000 shares; 2026Q2: 19,000 shares 19,000 $729K 0.13% 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: 530 shares; 2024Q4: 531 shares; 2025Q1: 530 shares; 2025Q2: 530 shares; 2025Q3: 530 shares; 2025Q4: 500 shares; 2026Q1: 500 shares; 2026Q2: 500 shares 500 $680K 0.12% 0 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,987 shares; 2024Q4: 13,987 shares; 2025Q1: 13,987 shares; 2025Q2: 13,987 shares; 2025Q3: 13,987 shares; 2025Q4: 8,469 shares; 2026Q1: 8,469 shares; 2026Q2: 8,469 shares 8,469 $680K 0.12% 0 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: 1,237 shares; 2024Q4: 4,445 shares; 2025Q1: 4,442 shares; 2025Q2: 4,444 shares; 2025Q3: 4,961 shares; 2025Q4: 4,748 shares; 2026Q1: 4,751 shares; 2026Q2: 4,571 shares 4,571 $670K 0.12% -180 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: 6,036 shares; 2024Q4: 6,044 shares; 2025Q1: 6,000 shares; 2025Q2: 6,000 shares; 2025Q3: 6,000 shares; 2025Q4: 6,000 shares; 2026Q1: 6,000 shares; 2026Q2: 6,000 shares 6,000 $645K 0.11% 0 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,655 shares; 2024Q4: 9,774 shares; 2025Q1: 9,775 shares; 2025Q2: 9,776 shares; 2025Q3: 10,266 shares; 2025Q4: 11,266 shares; 2026Q1: 11,267 shares; 2026Q2: 11,178 shares 11,178 $637K 0.11% -89 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,062 shares; 2024Q4: 4,077 shares; 2025Q1: 3,847 shares; 2025Q2: 3,847 shares; 2025Q3: 3,847 shares; 2025Q4: 3,847 shares; 2026Q1: 3,847 shares; 2026Q2: 3,847 shares 3,847 $632K 0.11% 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: 100 shares; 2024Q4: 4,439 shares; 2025Q1: 4,439 shares; 2025Q2: 4,439 shares; 2025Q3: 4,439 shares; 2025Q4: 4,339 shares; 2026Q1: 4,339 shares; 2026Q2: 4,339 shares 4,339 $627K 0.11% 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: 988 shares; 2024Q4: 4,032 shares; 2025Q1: 4,246 shares; 2025Q2: 4,246 shares; 2025Q3: 4,246 shares; 2025Q4: 41,444 shares; 2026Q1: 18,162 shares; 2026Q2: 18,235 shares 18,235 $617K 0.11% +73 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: 4,238 shares; 2024Q4: 7,732 shares; 2025Q1: 7,732 shares; 2025Q2: 7,349 shares; 2025Q3: 7,349 shares; 2025Q4: 7,349 shares; 2026Q1: 7,361 shares; 2026Q2: 7,361 shares 7,361 $608K 0.11% 0 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,077 shares; 2024Q4: 1,077 shares; 2025Q1: 1,077 shares; 2025Q2: 1,024 shares; 2025Q3: 1,892 shares; 2025Q4: 1,857 shares; 2026Q1: 1,865 shares; 2026Q2: 1,821 shares 1,821 $596K 0.11% -44 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: 427 shares; 2024Q4: 427 shares; 2025Q1: 427 shares; 2025Q2: 369 shares; 2025Q3: 377 shares; 2025Q4: 527 shares; 2026Q1: 529 shares; 2026Q2: 559 shares 559 $596K 0.11% +30 Timeline TEM TEMPUS AI INC More: the full row for TEMPUS AI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 20 shares; 2026Q1: 10,000 shares; 2026Q2: 10,000 shares 10,000 $579K 0.1% 0 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,672 shares; 2024Q4: 1,797 shares; 2025Q1: 1,728 shares; 2025Q2: 1,735 shares; 2025Q3: 1,734 shares; 2025Q4: 1,747 shares; 2026Q1: 1,751 shares; 2026Q2: 7,016 shares 7,016 $565K 0.1% +5,265 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,508 shares; 2024Q4: 8,586 shares; 2025Q1: 8,658 shares; 2025Q2: 8,118 shares; 2025Q3: 8,146 shares; 2025Q4: 6,118 shares; 2026Q1: 6,118 shares; 2026Q2: 6,118 shares 6,118 $532K 0.09% 0 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,677 shares; 2024Q4: 4,677 shares; 2025Q1: 4,677 shares; 2025Q2: 4,677 shares; 2025Q3: 4,752 shares; 2025Q4: 4,752 shares; 2026Q1: 4,777 shares; 2026Q2: 4,677 shares 4,677 $530K 0.09% -100 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: 478 shares; 2024Q4: 480 shares; 2025Q1: 481 shares; 2025Q2: 483 shares; 2025Q3: 472 shares; 2025Q4: 474 shares; 2026Q1: 475 shares; 2026Q2: 693 shares 693 $519K 0.09% +218 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: 2,057 shares; 2024Q4: 2,030 shares; 2025Q1: 2,030 shares; 2025Q2: 2,030 shares; 2025Q3: 2,215 shares; 2025Q4: 1,532 shares; 2026Q1: 1,532 shares; 2026Q2: 1,532 shares 1,532 $506K 0.09% 0 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 160 shares; 2024Q4: 1,958 shares; 2025Q1: 1,853 shares; 2025Q2: 1,853 shares; 2025Q3: 1,853 shares; 2025Q4: 1,853 shares; 2026Q1: 1,853 shares; 2026Q2: 1,778 shares 1,778 $484K 0.09% -75 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: 1,959 shares; 2024Q4: 1,958 shares; 2025Q1: 1,954 shares; 2025Q2: 1,954 shares; 2025Q3: 1,914 shares; 2025Q4: 1,767 shares; 2026Q1: 1,767 shares; 2026Q2: 1,767 shares 1,767 $478K 0.08% 0 Timeline BANR BANNER CORP More: the full row for BANNER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,992 shares; 2024Q4: 6,992 shares; 2025Q1: 6,992 shares; 2025Q2: 6,992 shares; 2025Q3: 6,992 shares; 2025Q4: 6,992 shares; 2026Q1: 6,992 shares; 2026Q2: 6,992 shares 6,992 $465K 0.08% 0 Timeline SMCI SUPER MICRO COMPUTER INC More: the full row for SUPER MICRO COMPUTER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 15,122 shares; 2025Q1: 15,072 shares; 2025Q2: 15,072 shares; 2025Q3: 15,718 shares; 2025Q4: 15,718 shares; 2026Q1: 15,718 shares; 2026Q2: 15,718 shares 15,718 $461K 0.08% 0 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,568 shares; 2024Q4: 5,561 shares; 2025Q1: 5,225 shares; 2025Q2: 3,098 shares; 2025Q3: 2,953 shares; 2025Q4: 2,953 shares; 2026Q1: 2,988 shares; 2026Q2: 3,285 shares 3,285 $459K 0.08% +297 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: 8,324 shares; 2024Q4: 8,334 shares; 2025Q1: 8,439 shares; 2025Q2: 8,134 shares; 2025Q3: 8,214 shares; 2025Q4: 8,314 shares; 2026Q1: 8,324 shares; 2026Q2: 8,414 shares 8,414 $456K 0.08% +90 Timeline EWZ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,347 shares; 2024Q4: 15,775 shares; 2025Q1: 12,959 shares; 2025Q2: 12,959 shares; 2025Q3: 12,959 shares; 2025Q4: 12,959 shares; 2026Q1: 12,959 shares; 2026Q2: 12,959 shares 12,959 $447K 0.08% 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: 2,180 shares; 2024Q4: 2,205 shares; 2025Q1: 2,236 shares; 2025Q2: 2,236 shares; 2025Q3: 2,236 shares; 2025Q4: 2,196 shares; 2026Q1: 2,196 shares; 2026Q2: 2,196 shares 2,196 $443K 0.08% 0 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: 80 shares; 2025Q1: 80 shares; 2025Q2: 354 shares; 2025Q3: 692 shares; 2025Q4: 2,733 shares; 2026Q1: 2,733 shares; 2026Q2: 2,734 shares 2,734 $442K 0.08% +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: 3,079 shares; 2024Q4: 2,949 shares; 2025Q1: 2,940 shares; 2025Q2: 2,809 shares; 2025Q3: 2,843 shares; 2025Q4: 3,443 shares; 2026Q1: 3,489 shares; 2026Q2: 3,409 shares 3,409 $400K 0.07% -80 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: 580 shares; 2024Q4: 1,160 shares; 2025Q1: 1,160 shares; 2025Q2: 1,160 shares; 2025Q3: 1,185 shares; 2025Q4: 1,185 shares; 2026Q1: 1,193 shares; 2026Q2: 1,169 shares 1,169 $399K 0.07% -24 Timeline VICR VICOR CORP More: the full row for VICOR 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: 1,425 shares; 2026Q1: 1,425 shares; 2026Q2: 1,040 shares 1,040 $395K 0.07% -385 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: 1,928 shares; 2024Q4: 1,935 shares; 2025Q1: 2,144 shares; 2025Q2: 2,167 shares; 2025Q3: 2,120 shares; 2025Q4: 2,120 shares; 2026Q1: 2,066 shares; 2026Q2: 1,782 shares 1,782 $386K 0.07% -284 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 497 shares; 2024Q4: 577 shares; 2025Q1: 501 shares; 2025Q2: 501 shares; 2025Q3: 513 shares; 2025Q4: 513 shares; 2026Q1: 513 shares; 2026Q2: 468 shares 468 $338K 0.06% -45 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: 2,004 shares; 2024Q4: 2,004 shares; 2025Q1: 2,004 shares; 2025Q2: 2,004 shares; 2025Q3: 2,004 shares; 2025Q4: 1,053 shares; 2026Q1: 1,053 shares; 2026Q2: 1,053 shares 1,053 $331K 0.06% 0 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 901 shares; 2025Q1: 901 shares; 2025Q2: 901 shares; 2025Q3: 935 shares; 2025Q4: 935 shares; 2026Q1: 947 shares; 2026Q2: 945 shares 945 $325K 0.06% -2 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: 255 shares; 2024Q4: 254 shares; 2025Q1: 254 shares; 2025Q2: 254 shares; 2025Q3: 268 shares; 2025Q4: 274 shares; 2026Q1: 228 shares; 2026Q2: 261 shares 261 $313K 0.06% +33 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: 927 shares; 2024Q4: 559 shares; 2025Q1: 734 shares; 2025Q2: 868 shares; 2025Q3: 910 shares; 2025Q4: 1,015 shares; 2026Q1: 775 shares; 2026Q2: 690 shares 690 $290K 0.05% -85 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: 2,163 shares; 2024Q4: 2,163 shares; 2025Q1: 2,041 shares; 2025Q2: 2,057 shares; 2025Q3: 2,073 shares; 2025Q4: 2,073 shares; 2026Q1: 2,104 shares; 2026Q2: 2,122 shares 2,122 $287K 0.05% +18 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: 2,735 shares; 2024Q4: 2,735 shares; 2025Q1: 2,735 shares; 2025Q2: 2,735 shares; 2025Q3: 2,735 shares; 2025Q4: 2,735 shares; 2026Q1: 2,735 shares; 2026Q2: 2,735 shares 2,735 $279K 0.05% 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: 208 shares; 2024Q4: 223 shares; 2025Q1: 208 shares; 2025Q2: 209 shares; 2025Q3: 285 shares; 2025Q4: 435 shares; 2026Q1: 435 shares; 2026Q2: 435 shares 435 $276K 0.05% 0 Timeline TLRY TILRAY BRANDS INC More: the full row for TILRAY BRANDS 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: 60,404 shares; 2026Q1: 60,387 shares; 2026Q2: 60,386 shares 60,386 $271K 0.05% -1 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: 392 shares; 2024Q4: 412 shares; 2025Q1: 284 shares; 2025Q2: 284 shares; 2025Q3: 286 shares; 2025Q4: 224 shares; 2026Q1: 700 shares; 2026Q2: 701 shares 701 $260K 0.05% +1 Timeline EWP ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 326,935 shares; 2024Q4: 548 shares; 2025Q1: 543 shares; 2025Q2: 689,273 shares; 2025Q3: 677,221 shares; 2025Q4: 544,962 shares; 2026Q1: 675,263 shares; 2026Q2: 4,351 shares 4,351 $258K 0.05% -670,912 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: 100 shares; 2024Q4: 953 shares; 2025Q1: 900 shares; 2025Q2: 910 shares; 2025Q3: 927 shares; 2025Q4: 900 shares; 2026Q1: 904 shares; 2026Q2: 904 shares 904 $254K 0.05% 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: 2,780 shares; 2024Q4: 2,991 shares; 2025Q1: 2,754 shares; 2025Q2: 2,754 shares; 2025Q3: 2,753 shares; 2025Q4: 2,635 shares; 2026Q1: 2,619 shares; 2026Q2: 2,581 shares 2,581 $248K 0.04% -38 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: 2,182 shares; 2024Q4: 2,182 shares; 2025Q1: 2,196 shares; 2025Q2: 2,222 shares; 2025Q3: 2,223 shares; 2025Q4: 1,696 shares; 2026Q1: 1,323 shares; 2026Q2: 1,297 shares 1,297 $246K 0.04% -26 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: 295 shares; 2024Q4: 329 shares; 2025Q1: 338 shares; 2025Q2: 303 shares; 2025Q3: 459 shares; 2025Q4: 444 shares; 2026Q1: 441 shares; 2026Q2: 514 shares 514 $245K 0.04% +73 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: 168 shares; 2024Q4: 234 shares; 2025Q1: 222 shares; 2025Q2: 225 shares; 2025Q3: 234 shares; 2025Q4: 460 shares; 2026Q1: 241 shares; 2026Q2: 323 shares 323 $241K 0.04% +82 Timeline CCB COASTAL FINL CORP WA More: the full row for COASTAL FINL CORP WA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,100 shares; 2024Q4: 3,100 shares; 2025Q1: 3,100 shares; 2025Q2: 3,100 shares; 2025Q3: 3,100 shares; 2025Q4: 3,100 shares; 2026Q1: 3,100 shares; 2026Q2: 3,100 shares 3,100 $240K 0.04% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,777 shares; 2026Q2: 4,823 shares 4,823 $240K 0.04% +1,046 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,809 shares; 2024Q4: 1,809 shares; 2025Q1: 1,809 shares; 2025Q2: 1,809 shares; 2025Q3: 1,835 shares; 2025Q4: 1,835 shares; 2026Q1: 1,835 shares; 2026Q2: 1,835 shares 1,835 $232K 0.04% 0 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,755 shares; 2024Q4: 2,704 shares; 2025Q1: 2,701 shares; 2025Q2: 2,701 shares; 2025Q3: 2,766 shares; 2025Q4: 766 shares; 2026Q1: 658 shares; 2026Q2: 658 shares 658 $232K 0.04% 0 Timeline ADX ADAMS DIVERSIFIED EQUITY FD More: the full row for ADAMS DIVERSIFIED EQUITY FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,871 shares; 2024Q4: 8,871 shares; 2025Q1: 8,871 shares; 2025Q2: 8,871 shares; 2025Q3: 8,873 shares; 2025Q4: 8,873 shares; 2026Q1: 8,873 shares; 2026Q2: 8,876 shares 8,876 $227K 0.04% +3 Timeline COWG 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: 5,645 shares; 2026Q1: 5,645 shares; 2026Q2: 5,645 shares 5,645 $227K 0.04% 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: 1,096 shares; 2024Q4: 1,756 shares; 2025Q1: 1,754 shares; 2025Q2: 1,116 shares; 2025Q3: 1,338 shares; 2025Q4: 1,558 shares; 2026Q1: 1,684 shares; 2026Q2: 1,531 shares 1,531 $224K 0.04% -153 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: 2,263 shares; 2024Q4: 2,276 shares; 2025Q1: 2,283 shares; 2025Q2: 2,294 shares; 2025Q3: 2,305 shares; 2025Q4: 2,289 shares; 2026Q1: 2,299 shares; 2026Q2: 2,309 shares 2,309 $219K 0.04% +10 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: 500 shares; 2025Q1: 500 shares; 2025Q2: 500 shares; 2025Q3: 530 shares; 2025Q4: 530 shares; 2026Q1: 530 shares; 2026Q2: 500 shares 500 $217K 0.04% -30 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: 536 shares; 2024Q4: 2,628 shares; 2025Q1: 2,290 shares; 2025Q2: 2,290 shares; 2025Q3: 2,291 shares; 2025Q4: 1,232 shares; 2026Q1: 1,221 shares; 2026Q2: 1,222 shares 1,222 $203K 0.04% +1 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: 11,262 shares; 2024Q4: 10,704 shares; 2025Q1: 2,500 shares; 2025Q2: 1,902 shares; 2025Q3: 1,902 shares; 2025Q4: 1,902 shares; 2026Q1: 1,902 shares; 2026Q2: 1,902 shares 1,902 $192K 0.03% 0 Timeline RSPN 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: 2,933 shares; 2024Q4: 2,942 shares; 2025Q1: 2,949 shares; 2025Q2: 2,956 shares; 2025Q3: 2,964 shares; 2025Q4: 2,969 shares; 2026Q1: 2,973 shares; 2026Q2: 2,978 shares 2,978 $191K 0.03% +5 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: 161 shares; 2024Q4: 347 shares; 2025Q1: 325 shares; 2025Q2: 225 shares; 2025Q3: 340 shares; 2025Q4: 340 shares; 2026Q1: 343 shares; 2026Q2: 336 shares 336 $189K 0.03% -7 Timeline RSPD 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: 3,275 shares; 2024Q4: 3,281 shares; 2025Q1: 3,293 shares; 2025Q2: 3,306 shares; 2025Q3: 3,312 shares; 2025Q4: 3,319 shares; 2026Q1: 3,324 shares; 2026Q2: 3,330 shares 3,330 $186K 0.03% +6 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: 2,225 shares; 2024Q4: 2,225 shares; 2025Q1: 2,225 shares; 2025Q2: 2,225 shares; 2025Q3: 2,425 shares; 2025Q4: 2,425 shares; 2026Q1: 2,425 shares; 2026Q2: 2,425 shares 2,425 $180K 0.03% 0 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 87 shares; 2025Q2: 103 shares; 2025Q3: 87 shares; 2025Q4: 583 shares; 2026Q1: 583 shares; 2026Q2: 583 shares 583 $179K 0.03% 0 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 800 shares; 2024Q4: 800 shares; 2025Q1: 800 shares; 2025Q2: 800 shares; 2025Q3: 800 shares; 2025Q4: 800 shares; 2026Q1: 800 shares; 2026Q2: 800 shares 800 $178K 0.03% 0 Timeline ENS ENERSYS More: the full row for ENERSYS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,874 shares; 2024Q4: 1,894 shares; 2025Q1: 1,874 shares; 2025Q2: 1,519 shares; 2025Q3: 1,258 shares; 2025Q4: 1,258 shares; 2026Q1: 743 shares; 2026Q2: 743 shares 743 $174K 0.03% 0 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 876 shares; 2024Q4: 907 shares; 2025Q1: 430 shares; 2025Q2: 430 shares; 2025Q3: 430 shares; 2025Q4: 430 shares; 2026Q1: 430 shares; 2026Q2: 443 shares 443 $163K 0.03% +13 Timeline SOLS SOLSTICE ADVANCED MATLS INC More: the full row for SOLSTICE ADVANCED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,838 shares; 2026Q1: 1,840 shares; 2026Q2: 1,838 shares 1,838 $163K 0.03% -2 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: not reported; 2024Q4: 246 shares; 2025Q1: 507,402 shares; 2025Q2: 461,077 shares; 2025Q3: 463,681 shares; 2025Q4: 447,394 shares; 2026Q1: 413,927 shares; 2026Q2: 2,032 shares 2,032 $161K 0.03% -411,895 Timeline VKQ INVESCO MUNICIPAL TRUST More: the full row for INVESCO MUNICIPAL TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,938 shares; 2024Q4: 15,938 shares; 2025Q1: 15,938 shares; 2025Q2: 15,938 shares; 2025Q3: 15,938 shares; 2025Q4: 15,938 shares; 2026Q1: 15,938 shares; 2026Q2: 15,938 shares 15,938 $160K 0.03% 0 Timeline EVRG EVERGY INC More: the full row for EVERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,800 shares; 2024Q4: 1,800 shares; 2025Q1: 1,800 shares; 2025Q2: 1,800 shares; 2025Q3: 1,800 shares; 2025Q4: 1,800 shares; 2026Q1: 1,800 shares; 2026Q2: 1,800 shares 1,800 $156K 0.03% 0 Timeline VKI INVESCO ADVANTAGE MUN INCOME More: the full row for INVESCO ADVANTAGE MUN INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,837 shares; 2024Q4: 15,837 shares; 2025Q1: 15,837 shares; 2025Q2: 15,837 shares; 2025Q3: 15,837 shares; 2025Q4: 15,837 shares; 2026Q1: 15,837 shares; 2026Q2: 15,837 shares 15,837 $150K 0.03% 0 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: 2,500 shares; 2024Q4: 2,500 shares; 2025Q1: 2,500 shares; 2025Q2: 2,500 shares; 2025Q3: 2,500 shares; 2025Q4: 2,500 shares; 2026Q1: 2,500 shares; 2026Q2: 2,500 shares 2,500 $149K 0.03% 0 Timeline EWS 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: 1,284,214 shares; 2025Q1: 1,271,178 shares; 2025Q2: 1,290,583 shares; 2025Q3: 1,146,502 shares; 2025Q4: 5,252 shares; 2026Q1: 5,229 shares; 2026Q2: 5,019 shares 5,019 $149K 0.03% -210 Timeline PCAR PACCAR INC More: the full row for PACCAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,229 shares; 2025Q4: 1,229 shares; 2026Q1: 1,229 shares; 2026Q2: 1,229 shares 1,229 $148K 0.03% 0 Timeline SGOL ETFS GOLD TR More: the full row for ETFS GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,649 shares; 2024Q4: 9,649 shares; 2025Q1: 3,820 shares; 2025Q2: 3,820 shares; 2025Q3: 3,820 shares; 2025Q4: 3,820 shares; 2026Q1: 3,820 shares; 2026Q2: 3,820 shares 3,820 $146K 0.03% 0 Timeline NZF NUVEEN MUN CR INCOME FD More: the full row for NUVEEN MUN CR INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,508 shares; 2024Q4: 11,508 shares; 2025Q1: 11,508 shares; 2025Q2: 11,508 shares; 2025Q3: 11,508 shares; 2025Q4: 11,508 shares; 2026Q1: 11,508 shares; 2026Q2: 11,508 shares 11,508 $146K 0.03% 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: 332,267 shares; 2024Q4: 308,831 shares; 2025Q1: 6,693 shares; 2025Q2: 6,693 shares; 2025Q3: 6,693 shares; 2025Q4: 5,785 shares; 2026Q1: 5,155 shares; 2026Q2: 4,710 shares 4,710 $144K 0.03% -445 Timeline AXON AXON ENTERPRISE INC More: the full row for AXON ENTERPRISE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5 shares; 2025Q3: 5 shares; 2025Q4: 5 shares; 2026Q1: 5 shares; 2026Q2: 256 shares 256 $144K 0.03% +251 Timeline MOG-A MOOG INC More: the full row for MOOG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 337 shares; 2024Q4: 337 shares; 2025Q1: 337 shares; 2025Q2: 337 shares; 2025Q3: 337 shares; 2025Q4: 337 shares; 2026Q1: 337 shares; 2026Q2: 337 shares 337 $143K 0.03% 0 Timeline RSPU 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: 1,626 shares; 2024Q4: 1,637 shares; 2025Q1: 1,648 shares; 2025Q2: 1,658 shares; 2025Q3: 1,669 shares; 2025Q4: 1,680 shares; 2026Q1: 1,691 shares; 2026Q2: 1,702 shares 1,702 $138K 0.02% +11 Timeline FLKR FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 25,719 shares; 2026Q1: 2,317 shares; 2026Q2: 2,088 shares 2,088 $138K 0.02% -229 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: 2 shares; 2024Q4: 2 shares; 2025Q1: 2 shares; 2025Q2: 2 shares; 2025Q3: 2 shares; 2025Q4: 683 shares; 2026Q1: 683 shares; 2026Q2: 687 shares 687 $136K 0.02% +4 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,830 shares; 2024Q4: 1,853 shares; 2025Q1: 1,875 shares; 2025Q2: 1,898 shares; 2025Q3: 1,919 shares; 2025Q4: 1,942 shares; 2026Q1: 1,963 shares; 2026Q2: 1,982 shares 1,982 $135K 0.02% +19 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: 606 shares; 2024Q4: 611 shares; 2025Q1: 606 shares; 2025Q2: 606 shares; 2025Q3: 606 shares; 2025Q4: 606 shares; 2026Q1: 606 shares; 2026Q2: 606 shares 606 $135K 0.02% 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: 2,492 shares; 2024Q4: 2,619 shares; 2025Q1: 3,486 shares; 2025Q2: 3,612 shares; 2025Q3: 4,013 shares; 2025Q4: 4,146 shares; 2026Q1: 3,977 shares; 2026Q2: 4,182 shares 4,182 $134K 0.02% +205 Timeline DUHP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,191 shares; 2025Q2: 3,191 shares; 2025Q3: 3,191 shares; 2025Q4: 3,191 shares; 2026Q1: 3,191 shares; 2026Q2: 3,191 shares 3,191 $133K 0.02% 0 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: 193,054 shares; 2024Q4: 1,252 shares; 2025Q1: 1,250 shares; 2025Q2: 1,250 shares; 2025Q3: 1,242 shares; 2025Q4: 1,218 shares; 2026Q1: 1,218 shares; 2026Q2: 1,218 shares 1,218 $133K 0.02% 0 Timeline VFLO 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,902 shares; 2026Q1: 2,902 shares; 2026Q2: 2,902 shares 2,902 $133K 0.02% 0 Timeline CALF 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: 2,603 shares; 2026Q1: 2,603 shares; 2026Q2: 2,603 shares 2,603 $132K 0.02% 0 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,853 shares; 2024Q4: 1,571 shares; 2025Q1: 1,571 shares; 2025Q2: 1,571 shares; 2025Q3: 1,571 shares; 2025Q4: 1,571 shares; 2026Q1: 1,347 shares; 2026Q2: 1,347 shares 1,347 $130K 0.02% 0 Timeline EFIV 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: 819 shares; 2024Q4: 1,315 shares; 2025Q1: 1,444 shares; 2025Q2: 1,567 shares; 2025Q3: 1,567 shares; 2025Q4: 1,567 shares; 2026Q1: 1,671 shares; 2026Q2: 1,765 shares 1,765 $129K 0.02% +94 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: 733 shares; 2024Q4: 705 shares; 2025Q1: 718 shares; 2025Q2: 693 shares; 2025Q3: 693 shares; 2025Q4: 690 shares; 2026Q1: 690 shares; 2026Q2: 690 shares 690 $127K 0.02% 0 Timeline CPK CHESAPEAKE UTILS CORP More: the full row for CHESAPEAKE UTILS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,049 shares; 2024Q4: 1,049 shares; 2025Q1: 1,049 shares; 2025Q2: 1,049 shares; 2025Q3: 1,040 shares; 2025Q4: 1,018 shares; 2026Q1: 1,018 shares; 2026Q2: 1,018 shares 1,018 $125K 0.02% 0 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: 735 shares; 2024Q4: 737 shares; 2025Q1: 739 shares; 2025Q2: 741 shares; 2025Q3: 744 shares; 2025Q4: 746 shares; 2026Q1: 748 shares; 2026Q2: 751 shares 751 $120K 0.02% +3 Timeline OGS ONE GAS INC More: the full row for ONE GAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,534 shares; 2024Q4: 1,534 shares; 2025Q1: 1,534 shares; 2025Q2: 1,534 shares; 2025Q3: 1,534 shares; 2025Q4: 1,534 shares; 2026Q1: 1,534 shares; 2026Q2: 1,534 shares 1,534 $118K 0.02% 0 Timeline XYL XYLEM INC More: the full row for XYLEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,000 shares; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares; 2026Q1: 1,000 shares; 2026Q2: 1,000 shares 1,000 $118K 0.02% 0 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,910 shares; 2024Q4: 1,910 shares; 2025Q1: 1,910 shares; 2025Q2: 1,525 shares; 2025Q3: 1,625 shares; 2025Q4: 1,627 shares; 2026Q1: 1,628 shares; 2026Q2: 1,627 shares 1,627 $117K 0.02% -1 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: 574 shares; 2024Q4: 547 shares; 2025Q1: 547 shares; 2025Q2: 547 shares; 2025Q3: 547 shares; 2025Q4: 547 shares; 2026Q1: 547 shares; 2026Q2: 493 shares 493 $112K 0.02% -54 Timeline INDA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 501,321 shares; 2024Q4: 13,833 shares; 2025Q1: 11,868 shares; 2025Q2: 11,868 shares; 2025Q3: 2,290 shares; 2025Q4: 2,253 shares; 2026Q1: 2,253 shares; 2026Q2: 2,253 shares 2,253 $111K 0.02% 0 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 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 $111K 0.02% 0 Timeline ALK ALASKA AIR GROUP INC More: the full row for ALASKA AIR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,739 shares; 2024Q4: 2,039 shares; 2025Q1: 2,039 shares; 2025Q2: 2,039 shares; 2025Q3: 2,039 shares; 2025Q4: 2,040 shares; 2026Q1: 2,040 shares; 2026Q2: 2,127 shares 2,127 $111K 0.02% +87 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 396 shares; 2026Q2: 463 shares 463 $110K 0.02% +67 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,792 shares; 2024Q4: 1,792 shares; 2025Q1: 1,792 shares; 2025Q2: 1,794 shares; 2025Q3: 1,792 shares; 2025Q4: 1,792 shares; 2026Q1: 1,792 shares; 2026Q2: 1,792 shares 1,792 $108K 0.02% 0 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: 30 shares; 2024Q4: 59 shares; 2025Q1: 70 shares; 2025Q2: 59 shares; 2025Q3: 59 shares; 2025Q4: 54 shares; 2026Q1: 54 shares; 2026Q2: 54 shares 54 $108K 0.02% 0 Timeline ACA ARCOSA INC More: the full row for ARCOSA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,333 shares; 2024Q4: 1,333 shares; 2025Q1: 1,333 shares; 2025Q2: 1,333 shares; 2025Q3: 1,333 shares; 2025Q4: 733 shares; 2026Q1: 733 shares; 2026Q2: 733 shares 733 $106K 0.02% 0 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: 245 shares; 2024Q4: 247 shares; 2025Q1: 245 shares; 2025Q2: 245 shares; 2025Q3: 327 shares; 2025Q4: 310 shares; 2026Q1: 254 shares; 2026Q2: 247 shares 247 $103K 0.02% -7 Timeline SNDA SONIDA SENIOR LIVING INC More: the full row for SONIDA SENIOR LIVING 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: 2,503 shares; 2026Q2: 2,503 shares 2,503 $102K 0.02% 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: 5 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 515 shares; 2025Q4: 522 shares; 2026Q1: 515 shares; 2026Q2: 469 shares 469 $98K 0.02% -46 Timeline EXPD EXPEDITORS INTL WASH INC More: the full row for EXPEDITORS INTL WASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 600 shares; 2024Q4: 600 shares; 2025Q1: 600 shares; 2025Q2: 600 shares; 2025Q3: 600 shares; 2025Q4: 600 shares; 2026Q1: 600 shares; 2026Q2: 600 shares 600 $97.8K 0.02% 0 Timeline VMO INVESCO MUN OPPORTUNIT TR More: the full row for INVESCO MUN OPPORTUNIT TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,891 shares; 2024Q4: 9,891 shares; 2025Q1: 9,891 shares; 2025Q2: 9,891 shares; 2025Q3: 9,891 shares; 2025Q4: 9,891 shares; 2026Q1: 9,891 shares; 2026Q2: 9,891 shares 9,891 $97.6K 0.02% 0 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 340 shares; 2024Q4: 350 shares; 2025Q1: 414 shares; 2025Q2: 414 shares; 2025Q3: 668 shares; 2025Q4: 668 shares; 2026Q1: 668 shares; 2026Q2: 668 shares 668 $97.6K 0.02% 0 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,153 shares; 2024Q4: 1,153 shares; 2025Q1: 1,153 shares; 2025Q2: 807 shares; 2025Q3: 708 shares; 2025Q4: 708 shares; 2026Q1: 708 shares; 2026Q2: 708 shares 708 $97.4K 0.02% 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: 181 shares; 2024Q4: 292 shares; 2025Q1: 203 shares; 2025Q2: 343 shares; 2025Q3: 290 shares; 2025Q4: 285 shares; 2026Q1: 316 shares; 2026Q2: 290 shares 290 $97.1K 0.02% -26 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 312 shares; 2025Q1: 455 shares; 2025Q2: 604 shares; 2025Q3: 604 shares; 2025Q4: 564 shares; 2026Q1: 564 shares; 2026Q2: 564 shares 564 $95.8K 0.02% 0 Timeline FNF FIDELITY NATL FINL INC More: the full row for FIDELITY NATL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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 $94.3K 0.02% 0 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 150 shares; 2024Q4: 150 shares; 2025Q1: 171 shares; 2025Q2: 184 shares; 2025Q3: 171 shares; 2025Q4: 171 shares; 2026Q1: 171 shares; 2026Q2: 1,026 shares 1,026 $88.4K 0.02% +855 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: 191,799 shares; 2024Q4: 1,234 shares; 2025Q1: 1,151 shares; 2025Q2: 1,336 shares; 2025Q3: 1,284 shares; 2025Q4: 937 shares; 2026Q1: 982 shares; 2026Q2: 873 shares 873 $84.6K 0.02% -109 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: 1,420 shares; 2024Q4: 1,427 shares; 2025Q1: 1,433 shares; 2025Q2: 1,459 shares; 2025Q3: 1,464 shares; 2025Q4: 1,481 shares; 2026Q1: 1,487 shares; 2026Q2: 1,512 shares 1,512 $83K 0.01% +25 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: 84 shares; 2024Q4: 12,349 shares; 2025Q1: 805 shares; 2025Q2: 805 shares; 2025Q3: 805 shares; 2025Q4: 805 shares; 2026Q1: 805 shares; 2026Q2: 805 shares 805 $79.7K 0.01% 0 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,652 shares; 2024Q4: 1,652 shares; 2025Q1: 1,917 shares; 2025Q2: 1,902 shares; 2025Q3: 1,902 shares; 2025Q4: 2,227 shares; 2026Q1: 2,109 shares; 2026Q2: 1,859 shares 1,859 $78.7K 0.01% -250 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: 424 shares; 2024Q4: 577 shares; 2025Q1: 578 shares; 2025Q2: 179 shares; 2025Q3: 204 shares; 2025Q4: 203 shares; 2026Q1: 254 shares; 2026Q2: 229 shares 229 $78.6K 0.01% -25 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: 151 shares; 2024Q4: 155 shares; 2025Q1: 151 shares; 2025Q2: 151 shares; 2025Q3: 151 shares; 2025Q4: 203 shares; 2026Q1: 205 shares; 2026Q2: 205 shares 205 $74.2K 0.01% 0 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: 1,136 shares; 2024Q4: 1,151 shares; 2025Q1: 1,136 shares; 2025Q2: 976 shares; 2025Q3: 960 shares; 2025Q4: 960 shares; 2026Q1: 1,001 shares; 2026Q2: 909 shares 909 $73.9K 0.01% -92 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: 317 shares; 2024Q4: 318 shares; 2025Q1: 320 shares; 2025Q2: 322 shares; 2025Q3: 323 shares; 2025Q4: 325 shares; 2026Q1: 327 shares; 2026Q2: 330 shares 330 $73.9K 0.01% +3 Timeline GBX GREENBRIER COS INC More: the full row for GREENBRIER COS 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 $73.5K 0.01% 0 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 333 shares; 2025Q2: 333 shares; 2025Q3: 333 shares; 2025Q4: 333 shares; 2026Q1: 333 shares; 2026Q2: 333 shares 333 $73.1K 0.01% 0 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,254 shares; 2024Q4: 1,266 shares; 2025Q1: 1,278 shares; 2025Q2: 1,172 shares; 2025Q3: 1,190 shares; 2025Q4: 1,206 shares; 2026Q1: 1,219 shares; 2026Q2: 1,232 shares 1,232 $71K 0.01% +13 Timeline SPIB 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: 2,057 shares; 2025Q1: 2,057 shares; 2025Q2: 2,057 shares; 2025Q3: 2,057 shares; 2025Q4: 2,057 shares; 2026Q1: 2,057 shares; 2026Q2: 2,057 shares 2,057 $68.8K 0.01% 0 Timeline FIX COMFORT SYS USA INC More: the full row for COMFORT SYS USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 55 shares; 2025Q1: 82 shares; 2025Q2: 113 shares; 2025Q3: 113 shares; 2025Q4: 34 shares; 2026Q1: 34 shares; 2026Q2: 34 shares 34 $67.4K 0.01% 0 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 60 shares; 2024Q4: 75 shares; 2025Q1: 71 shares; 2025Q2: 77 shares; 2025Q3: 79 shares; 2025Q4: 845 shares; 2026Q1: 909 shares; 2026Q2: 924 shares 924 $66K 0.01% +15 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 45 shares; 2024Q4: 45 shares; 2025Q1: 45 shares; 2025Q2: 45 shares; 2025Q3: 267 shares; 2025Q4: 267 shares; 2026Q1: 267 shares; 2026Q2: 275 shares 275 $65.4K 0.01% +8 Timeline SCCO SOUTHERN COPPER CORP More: the full row for SOUTHERN COPPER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 367 shares; 2026Q1: 370 shares; 2026Q2: 373 shares 373 $65K 0.01% +3 Timeline HTGC HERCULES CAPITAL INC More: the full row for HERCULES CAPITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,497 shares; 2024Q4: 3,571 shares; 2025Q1: 3,647 shares; 2025Q2: 3,728 shares; 2025Q3: 3,806 shares; 2025Q4: 3,893 shares; 2026Q1: 3,998 shares; 2026Q2: 4,100 shares 4,100 $64.7K 0.01% +102 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: 150 shares; 2024Q4: 205 shares; 2025Q1: 280 shares; 2025Q2: 300 shares; 2025Q3: 300 shares; 2025Q4: 300 shares; 2026Q1: 300 shares; 2026Q2: 300 shares 300 $63.9K 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: 1,198 shares; 2026Q1: 1,198 shares; 2026Q2: 1,198 shares 1,198 $63.7K 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: 156 shares; 2024Q4: 166 shares; 2025Q1: 180 shares; 2025Q2: 180 shares; 2025Q3: 187 shares; 2025Q4: 187 shares; 2026Q1: 187 shares; 2026Q2: 198 shares 198 $62.3K 0.01% +11 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: 20 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 389 shares; 2026Q1: 389 shares; 2026Q2: 389 shares 389 $61.7K 0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 737 shares; 2026Q2: 737 shares 737 $61.7K 0.01% 0 Timeline VSGX 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: 306 shares; 2024Q4: 602 shares; 2025Q1: 573 shares; 2025Q2: 606 shares; 2025Q3: 613 shares; 2025Q4: 613 shares; 2026Q1: 611 shares; 2026Q2: 743 shares 743 $61.2K 0.01% +132 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 234 shares; 2024Q4: 234 shares; 2025Q1: 234 shares; 2025Q2: 234 shares; 2025Q3: 234 shares; 2025Q4: 234 shares; 2026Q1: 234 shares; 2026Q2: 234 shares 234 $60.9K 0.01% 0 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28 shares; 2024Q4: 28 shares; 2025Q1: 469 shares; 2025Q2: 472 shares; 2025Q3: 474 shares; 2025Q4: 482 shares; 2026Q1: 1,071 shares; 2026Q2: 849 shares 849 $60.5K 0.01% -222 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: 220 shares; 2024Q4: 235 shares; 2025Q1: 299 shares; 2025Q2: 399 shares; 2025Q3: 415 shares; 2025Q4: 415 shares; 2026Q1: 415 shares; 2026Q2: 399 shares 399 $60.4K 0.01% -16 Timeline DFAS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 440 shares; 2025Q1: 440 shares; 2025Q2: 440 shares; 2025Q3: 610 shares; 2025Q4: 1,478 shares; 2026Q1: 1,480 shares; 2026Q2: 727 shares 727 $59.9K 0.01% -753 Timeline CRSP CRISPR THERAPEUTICS AG More: the full row for CRISPR THERAPEUTICS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,110 shares; 2024Q4: 1,210 shares; 2025Q1: 1,393 shares; 2025Q2: 1,393 shares; 2025Q3: 1,393 shares; 2025Q4: 1,023 shares; 2026Q1: 1,073 shares; 2026Q2: 1,073 shares 1,073 $58.5K 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: 186 shares; 2024Q4: 186 shares; 2025Q1: 187 shares; 2025Q2: 188 shares; 2025Q3: 621 shares; 2025Q4: 647 shares; 2026Q1: 622 shares; 2026Q2: 623 shares 623 $57.5K 0.01% +1 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: 120 shares; 2024Q4: 120 shares; 2025Q1: 145 shares; 2025Q2: 95 shares; 2025Q3: 95 shares; 2025Q4: 88 shares; 2026Q1: 88 shares; 2026Q2: 75 shares 75 $57.2K 0.01% -13 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: 307 shares; 2024Q4: 332 shares; 2025Q1: 361 shares; 2025Q2: 370 shares; 2025Q3: 378 shares; 2025Q4: 185 shares; 2026Q1: 170 shares; 2026Q2: 153 shares 153 $57.1K 0.01% -17 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: 884 shares; 2024Q4: 1,314 shares; 2025Q1: 1,919 shares; 2025Q2: 1,820 shares; 2025Q3: 3,328 shares; 2025Q4: 2,736 shares; 2026Q1: 2,808 shares; 2026Q2: 2,721 shares 2,721 $56.3K 0.01% -87 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: 232 shares; 2024Q4: 232 shares; 2025Q1: 254 shares; 2025Q2: 278 shares; 2025Q3: 254 shares; 2025Q4: 254 shares; 2026Q1: 254 shares; 2026Q2: 254 shares 254 $55.4K 0.01% 0 Timeline SCHO 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: 1,132 shares; 2024Q4: 2,268 shares; 2025Q1: 2,270 shares; 2025Q2: 2,274 shares; 2025Q3: 2,277 shares; 2025Q4: 2,282 shares; 2026Q1: 2,284 shares; 2026Q2: 2,287 shares 2,287 $55.2K 0.01% +3 Timeline TTWO TAKE-TWO INTERACTIVE SOFTWAR More: the full row for TAKE-TWO INTERACTIVE SOFTWAR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 195 shares; 2024Q4: 190 shares; 2025Q1: 196 shares; 2025Q2: 196 shares; 2025Q3: 196 shares; 2025Q4: 196 shares; 2026Q1: 218 shares; 2026Q2: 218 shares 218 $54.5K 0.01% 0 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,140 shares; 2026Q1: 1,140 shares; 2026Q2: 1,140 shares 1,140 $54.2K 0.01% 0 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25 shares; 2024Q4: 397 shares; 2025Q1: 332 shares; 2025Q2: 334 shares; 2025Q3: 336 shares; 2025Q4: 338 shares; 2026Q1: 340 shares; 2026Q2: 342 shares 342 $54K 0.01% +2 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 603 shares; 2024Q4: 616 shares; 2025Q1: 552 shares; 2025Q2: 555 shares; 2025Q3: 558 shares; 2025Q4: 531 shares; 2026Q1: 454 shares; 2026Q2: 456 shares 456 $53.5K 0.01% +2 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 160 shares; 2024Q4: 160 shares; 2025Q1: 245 shares; 2025Q2: 160 shares; 2025Q3: 160 shares; 2025Q4: 160 shares; 2026Q1: 160 shares; 2026Q2: 210 shares 210 $53.4K 0.01% +50 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 158 shares; 2024Q4: 163 shares; 2025Q1: 158 shares; 2025Q2: 158 shares; 2025Q3: 158 shares; 2025Q4: 158 shares; 2026Q1: 158 shares; 2026Q2: 158 shares 158 $53.4K 0.01% 0 Timeline PL PLANET LABS PBC More: the full row for PLANET LABS PBC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,400 shares; 2024Q4: 6,400 shares; 2025Q1: 6,400 shares; 2025Q2: 6,400 shares; 2025Q3: 6,400 shares; 2025Q4: 5,600 shares; 2026Q1: 5,600 shares; 2026Q2: 1,600 shares 1,600 $53K 0.01% -4,000 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: 85 shares; 2024Q4: 85 shares; 2025Q1: 85 shares; 2025Q2: 216 shares; 2025Q3: 216 shares; 2025Q4: 243 shares; 2026Q1: 243 shares; 2026Q2: 243 shares 243 $51.8K 0.01% 0 Timeline XLB 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: 555 shares; 2024Q4: 525 shares; 2025Q1: 504 shares; 2025Q2: 504 shares; 2025Q3: 504 shares; 2025Q4: 1,008 shares; 2026Q1: 1,008 shares; 2026Q2: 1,008 shares 1,008 $51.2K 0.01% 0 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13 shares; 2024Q4: 18 shares; 2025Q1: 20 shares; 2025Q2: 20 shares; 2025Q3: 20 shares; 2025Q4: 20 shares; 2026Q1: 30 shares; 2026Q2: 30 shares 30 $50.9K 0.01% 0 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 662 shares; 2025Q1: 257 shares; 2025Q2: 387 shares; 2025Q3: 259 shares; 2025Q4: 264 shares; 2026Q1: 845 shares; 2026Q2: 845 shares 845 $50.5K 0.01% 0 Timeline SCHM SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 344,046 shares; 2024Q4: 65,878 shares; 2025Q1: 422 shares; 2025Q2: 369 shares; 2025Q3: 503 shares; 2025Q4: 450 shares; 2026Q1: 1,301 shares; 2026Q2: 1,344 shares 1,344 $49.6K 0.01% +43 Timeline REZI RESIDEO TECHNOLOGIES INC More: the full row for RESIDEO TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,583 shares; 2024Q4: 1,583 shares; 2025Q1: 1,583 shares; 2025Q2: 1,583 shares; 2025Q3: 1,583 shares; 2025Q4: 1,583 shares; 2026Q1: 1,583 shares; 2026Q2: 1,583 shares 1,583 $49.2K 0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 199 shares; 2026Q2: 199 shares 199 $49K 0.01% 0 Timeline SCHE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,312 shares; 2024Q4: 12,716 shares; 2025Q1: 632 shares; 2025Q2: 628 shares; 2025Q3: 1,098 shares; 2025Q4: 1,098 shares; 2026Q1: 1,098 shares; 2026Q2: 1,346 shares 1,346 $48.8K 0.01% +248 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6 shares; 2024Q4: 6 shares; 2025Q1: 162 shares; 2025Q2: 162 shares; 2025Q3: 162 shares; 2025Q4: 6 shares; 2026Q1: 76 shares; 2026Q2: 76 shares 76 $48.7K 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: 32 shares; 2024Q4: 32 shares; 2025Q1: 35 shares; 2025Q2: 525 shares; 2025Q3: 570 shares; 2025Q4: 570 shares; 2026Q1: 570 shares; 2026Q2: 525 shares 525 $48.3K 0.01% -45 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: 239 shares; 2024Q4: 228 shares; 2025Q1: 113 shares; 2025Q2: 113 shares; 2025Q3: 113 shares; 2025Q4: 113 shares; 2026Q1: 113 shares; 2026Q2: 113 shares 113 $48.2K 0.01% 0 Timeline AVLV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 523 shares; 2025Q2: 523 shares; 2025Q3: 523 shares; 2025Q4: 523 shares; 2026Q1: 523 shares; 2026Q2: 523 shares 523 $47.7K 0.01% 0 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: 222 shares; 2024Q4: 2,281 shares; 2025Q1: 2,264 shares; 2025Q2: 2,284 shares; 2025Q3: 30 shares; 2025Q4: 30 shares; 2026Q1: 80 shares; 2026Q2: 82 shares 82 $47.6K 0.01% +2 Timeline LH LABCORP HOLDINGS INC More: the full row for LABCORP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 170 shares; 2024Q4: 170 shares; 2025Q1: 170 shares; 2025Q2: 170 shares; 2025Q3: 170 shares; 2025Q4: 170 shares; 2026Q1: 170 shares; 2026Q2: 170 shares 170 $47.6K 0.01% 0 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,831 shares; 2024Q4: 1,877 shares; 2025Q1: 2,451 shares; 2025Q2: 2,096 shares; 2025Q3: 2,096 shares; 2025Q4: 1,976 shares; 2026Q1: 1,976 shares; 2026Q2: 1,976 shares 1,976 $47.6K 0.01% 0 Timeline AVB AVALONBAY CMNTYS INC More: the full row for AVALONBAY CMNTYS 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: 250 shares; 2026Q1: 250 shares; 2026Q2: 250 shares 250 $47.2K 0.01% 0 Timeline MPWR MONOLITHIC PWR SYS INC More: the full row for MONOLITHIC PWR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20 shares; 2024Q4: 44 shares; 2025Q1: 45 shares; 2025Q2: 44 shares; 2025Q3: 44 shares; 2025Q4: 34 shares; 2026Q1: 34 shares; 2026Q2: 34 shares 34 $47K 0.01% 0 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 55 shares; 2024Q4: 65 shares; 2025Q1: 95 shares; 2025Q2: 95 shares; 2025Q3: 95 shares; 2025Q4: 95 shares; 2026Q1: 95 shares; 2026Q2: 95 shares 95 $46.7K 0.01% 0 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8 shares; 2024Q4: 10 shares; 2025Q1: 13 shares; 2025Q2: 13 shares; 2025Q3: 13 shares; 2025Q4: 13 shares; 2026Q1: 13 shares; 2026Q2: 14 shares 14 $44.7K 0.01% +1 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: 351 shares; 2024Q4: 351 shares; 2025Q1: 351 shares; 2025Q2: 351 shares; 2025Q3: 351 shares; 2025Q4: 351 shares; 2026Q1: 87 shares; 2026Q2: 87 shares 87 $44.3K 0.01% 0 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11 shares; 2025Q4: 81 shares; 2026Q1: 96 shares; 2026Q2: 85 shares 85 $44.1K 0.01% -11 Timeline IAUM ISHARES GOLD TRUST MICRO More: the full row for ISHARES GOLD TRUST MICRO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 120 shares; 2025Q1: 664 shares; 2025Q2: 696 shares; 2025Q3: 696 shares; 2025Q4: 1,100 shares; 2026Q1: 1,172 shares; 2026Q2: 1,097 shares 1,097 $43.9K 0.01% -75 Timeline NUV NUVEEN MUN VALUE FD INC More: the full row for NUVEEN MUN VALUE FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,023 shares; 2024Q4: 6,023 shares; 2025Q1: 6,023 shares; 2025Q2: 6,023 shares; 2025Q3: 4,760 shares; 2025Q4: 4,760 shares; 2026Q1: 4,760 shares; 2026Q2: 4,760 shares 4,760 $43.9K 0.01% 0 Timeline SCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 508 shares; 2024Q4: 508 shares; 2025Q1: 510 shares; 2025Q2: 508 shares; 2025Q3: 508 shares; 2025Q4: 508 shares; 2026Q1: 508 shares; 2026Q2: 527 shares 527 $43.4K 0.01% +19 Timeline DFAT DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 512 shares; 2025Q1: 512 shares; 2025Q2: 512 shares; 2025Q3: 512 shares; 2025Q4: 1,645 shares; 2026Q1: 1,649 shares; 2026Q2: 617 shares 617 $43.1K 0.01% -1,032 Timeline CWI 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: 400 shares; 2025Q1: not reported; 2025Q2: 45 shares; 2025Q3: 52 shares; 2025Q4: 94 shares; 2026Q1: 594 shares; 2026Q2: 1,044 shares 1,044 $42.5K 0.01% +450 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,000 shares; 2025Q1: 2,030 shares; 2025Q2: 2,130 shares; 2025Q3: 2,130 shares; 2025Q4: 130 shares; 2026Q1: 30 shares; 2026Q2: 98 shares 98 $42.3K 0.01% +68 Timeline GRMN GARMIN LTD More: the full row for GARMIN 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: 178 shares; 2025Q4: 178 shares; 2026Q1: 178 shares; 2026Q2: 178 shares 178 $42.3K 0.01% 0 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 875 shares; 2026Q1: 875 shares; 2026Q2: 875 shares 875 $42K 0.01% 0 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 123 shares; 2024Q4: 123 shares; 2025Q1: 123 shares; 2025Q2: 123 shares; 2025Q3: 135 shares; 2025Q4: 135 shares; 2026Q1: 135 shares; 2026Q2: 123 shares 123 $41.9K 0.01% -12 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: 4,860 shares; 2024Q4: 4,984 shares; 2025Q1: 4,860 shares; 2025Q2: 4,860 shares; 2025Q3: 4,860 shares; 2025Q4: 4,860 shares; 2026Q1: 4,860 shares; 2026Q2: 870 shares 870 $41.7K 0.01% -3,990 Timeline DFAU DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 801 shares; 2026Q1: 803 shares; 2026Q2: 805 shares 805 $41.6K 0.01% +2 Timeline PECO PHILLIPS EDISON & CO INC More: the full row for PHILLIPS EDISON & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,000 shares; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares; 2026Q1: 1,000 shares; 2026Q2: 1,000 shares 1,000 $41.6K 0.01% 0 Timeline BOIL PROSHARES TR II More: the full row for PROSHARES TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,500 shares 1,500 $41.2K 0.01% new 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: not reported; 2024Q4: 22 shares; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 152 shares; 2025Q4: 152 shares; 2026Q1: 152 shares; 2026Q2: 152 shares 152 $40.9K 0.01% 0 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 59 shares; 2024Q4: 63 shares; 2025Q1: 74 shares; 2025Q2: 74 shares; 2025Q3: 74 shares; 2025Q4: 74 shares; 2026Q1: 76 shares; 2026Q2: 79 shares 79 $40.7K 0.01% +3 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 47 shares; 2024Q4: 51 shares; 2025Q1: 56 shares; 2025Q2: 56 shares; 2025Q3: 56 shares; 2025Q4: 5 shares; 2026Q1: 5 shares; 2026Q2: 155 shares 155 $40.5K 0.01% +150 Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 200 shares; 2025Q1: 405 shares; 2025Q2: 405 shares; 2025Q3: 405 shares; 2025Q4: 405 shares; 2026Q1: 405 shares; 2026Q2: 425 shares 425 $38.4K 0.01% +20 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 73 shares; 2025Q4: 73 shares; 2026Q1: 440 shares; 2026Q2: 459 shares 459 $37.9K 0.01% +19 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: not reported; 2025Q3: 8 shares; 2025Q4: 118 shares; 2026Q1: 143 shares; 2026Q2: 135 shares 135 $37.6K 0.01% -8 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 113 shares; 2024Q4: 113 shares; 2025Q1: 113 shares; 2025Q2: 114 shares; 2025Q3: 114 shares; 2025Q4: 115 shares; 2026Q1: 115 shares; 2026Q2: 116 shares 116 $36.7K 0.01% +1 Timeline RITM RITHM CAPITAL CORP More: the full row for RITHM CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,311 shares; 2024Q4: 3,389 shares; 2025Q1: 3,462 shares; 2025Q2: 3,540 shares; 2025Q3: 3,613 shares; 2025Q4: 3,695 shares; 2026Q1: 3,791 shares; 2026Q2: 3,887 shares 3,887 $36.5K 0.01% +96 Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 114 shares; 2025Q4: 114 shares; 2026Q1: 114 shares; 2026Q2: 114 shares 114 $36.3K 0.01% 0 Timeline MKC MCCORMICK & CO INC More: the full row for MCCORMICK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 707 shares; 2024Q4: 707 shares; 2025Q1: 707 shares; 2025Q2: 707 shares; 2025Q3: 707 shares; 2025Q4: 707 shares; 2026Q1: 707 shares; 2026Q2: 707 shares 707 $35.6K 0.01% 0 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 208 shares; 2024Q4: 208 shares; 2025Q1: 208 shares; 2025Q2: 208 shares; 2025Q3: 208 shares; 2025Q4: 208 shares; 2026Q1: 208 shares; 2026Q2: 208 shares 208 $35.4K 0.01% 0 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,338 shares; 2024Q4: 9,218 shares; 2025Q1: 25 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 230 shares; 2026Q1: 657 shares; 2026Q2: 657 shares 657 $35.1K 0.01% 0 Timeline SIMO SILICON MOTION TECHNOLOGY CO More: the full row for SILICON MOTION TECHNOLOGY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 220 shares; 2025Q1: 415 shares; 2025Q2: 415 shares; 2025Q3: 415 shares; 2025Q4: 215 shares; 2026Q1: 215 shares; 2026Q2: 105 shares 105 $35K 0.01% -110 Timeline NJR NEW JERSEY RES CORP More: the full row for NEW JERSEY RES 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: 623 shares; 2025Q4: 623 shares; 2026Q1: 623 shares; 2026Q2: 623 shares 623 $34.9K 0.01% 0 Timeline U UNITY SOFTWARE INC More: the full row for UNITY SOFTWARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 315 shares; 2024Q4: 355 shares; 2025Q1: 1,185 shares; 2025Q2: 915 shares; 2025Q3: 915 shares; 2025Q4: 665 shares; 2026Q1: 1,215 shares; 2026Q2: 1,215 shares 1,215 $34.7K 0.01% 0 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: not reported; 2024Q4: 2 shares; 2025Q1: 830 shares; 2025Q2: 996 shares; 2025Q3: 829 shares; 2025Q4: 4,708 shares; 2026Q1: 4,743 shares; 2026Q2: 1,088 shares 1,088 $34.5K 0.01% -3,655 Timeline GTX GARRETT MOTION INC More: the full row for GARRETT MOTION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 950 shares; 2024Q4: 950 shares; 2025Q1: 950 shares; 2025Q2: 950 shares; 2025Q3: 950 shares; 2025Q4: 950 shares; 2026Q1: 950 shares; 2026Q2: 950 shares 950 $34.4K 0.01% 0 Timeline NXP NUVEEN SELECT TAX-FREE INCOM More: the full row for NUVEEN SELECT TAX-FREE INCOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,394 shares; 2024Q4: 2,394 shares; 2025Q1: 2,394 shares; 2025Q2: 2,394 shares; 2025Q3: 2,394 shares; 2025Q4: 2,394 shares; 2026Q1: 2,394 shares; 2026Q2: 2,394 shares 2,394 $34.3K 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: not reported; 2024Q4: 67 shares; 2025Q1: 93 shares; 2025Q2: 93 shares; 2025Q3: 108 shares; 2025Q4: 41 shares; 2026Q1: 112 shares; 2026Q2: 115 shares 115 $34.3K 0.01% +3 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: 197 shares; 2024Q4: 198 shares; 2025Q1: 198 shares; 2025Q2: 199 shares; 2025Q3: 204 shares; 2025Q4: 205 shares; 2026Q1: 206 shares; 2026Q2: 203 shares 203 $34K 0.01% -3 Timeline SFM SPROUTS FMRS MKT INC More: the full row for SPROUTS FMRS MKT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 600 shares; 2024Q4: 600 shares; 2025Q1: 600 shares; 2025Q2: 600 shares; 2025Q3: 600 shares; 2025Q4: 600 shares; 2026Q1: 600 shares; 2026Q2: 400 shares 400 $33.8K 0.01% -200 Timeline KTOS KRATOS DEFENSE & SEC SOLUTIO More: the full row for KRATOS DEFENSE & SEC SOLUTIO Quarterly shares; 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: 672 shares 672 $33.5K 0.01% new Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 306 shares; 2024Q4: 314 shares; 2025Q1: 306 shares; 2025Q2: 206 shares; 2025Q3: 206 shares; 2025Q4: 206 shares; 2026Q1: 206 shares; 2026Q2: 206 shares 206 $33.4K 0.01% 0 Timeline PHYS SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 681 shares; 2024Q4: 681 shares; 2025Q1: 681 shares; 2025Q2: 1,088 shares; 2025Q3: 1,088 shares; 2025Q4: 1,088 shares; 2026Q1: 1,088 shares; 2026Q2: 1,088 shares 1,088 $32.8K 0.01% 0 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 657,738 shares; 2024Q4: 375,411 shares; 2025Q1: 565,799 shares; 2025Q2: 9,129 shares; 2025Q3: 5,801 shares; 2025Q4: 5,204 shares; 2026Q1: 600 shares; 2026Q2: 600 shares 600 $32.2K 0.01% 0 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,969 shares; 2024Q4: 2,927 shares; 2025Q1: 2,927 shares; 2025Q2: 287 shares; 2025Q3: 125 shares; 2025Q4: 125 shares; 2026Q1: 164 shares; 2026Q2: 125 shares 125 $32K 0.01% -39 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 78 shares; 2024Q4: 78 shares; 2025Q1: 179 shares; 2025Q2: 180 shares; 2025Q3: 180 shares; 2025Q4: 180 shares; 2026Q1: 180 shares; 2026Q2: 180 shares 180 $31.7K 0.01% 0 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: 197 shares; 2024Q4: 200 shares; 2025Q1: 202 shares; 2025Q2: 203 shares; 2025Q3: 205 shares; 2025Q4: 207 shares; 2026Q1: 268 shares; 2026Q2: 209 shares 209 $31.4K 0.01% -59 Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 200 shares; 2025Q3: 525 shares; 2025Q4: 560 shares; 2026Q1: 573 shares; 2026Q2: 402 shares 402 $30.3K 0.01% -171 Timeline NAD NUVEEN QUALITY MUNCP INCOME More: the full row for NUVEEN QUALITY MUNCP INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,018 shares; 2024Q4: 5,018 shares; 2025Q1: 5,018 shares; 2025Q2: 5,018 shares; 2025Q3: 2,484 shares; 2025Q4: 2,484 shares; 2026Q1: 2,484 shares; 2026Q2: 2,484 shares 2,484 $30.1K 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: 274 shares; 2024Q4: 274 shares; 2025Q1: 274 shares; 2025Q2: 274 shares; 2025Q3: 274 shares; 2025Q4: 274 shares; 2026Q1: 274 shares; 2026Q2: 274 shares 274 $29.5K 0.01% 0 Timeline SPTL 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: 2,910 shares; 2024Q4: 29,546 shares; 2025Q1: 2,693 shares; 2025Q2: 2,693 shares; 2025Q3: 2,368 shares; 2025Q4: 1,120 shares; 2026Q1: 1,120 shares; 2026Q2: 1,120 shares 1,120 $29.4K 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: 563 shares; 2024Q4: 563 shares; 2025Q1: 563 shares; 2025Q2: 563 shares; 2025Q3: 563 shares; 2025Q4: 563 shares; 2026Q1: 563 shares; 2026Q2: 563 shares 563 $29.4K 0.01% 0 Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 220 shares; 2024Q4: 220 shares; 2025Q1: 220 shares; 2025Q2: 220 shares; 2025Q3: 220 shares; 2025Q4: 220 shares; 2026Q1: 220 shares; 2026Q2: 220 shares 220 $29.2K 0.01% 0 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18 shares; 2024Q4: 58 shares; 2025Q1: 18 shares; 2025Q2: 18 shares; 2025Q3: 34 shares; 2025Q4: 34 shares; 2026Q1: 34 shares; 2026Q2: 677 shares 677 $28.9K 0.01% +643 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: 386 shares; 2024Q4: 397 shares; 2025Q1: 386 shares; 2025Q2: 386 shares; 2025Q3: 421 shares; 2025Q4: 259 shares; 2026Q1: 319 shares; 2026Q2: 224 shares 224 $28.8K 0.01% -95 Timeline WY WEYERHAEUSER CO More: the full row for WEYERHAEUSER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 239 shares; 2024Q4: 239 shares; 2025Q1: 239 shares; 2025Q2: 239 shares; 2025Q3: 1,198 shares; 2025Q4: 1,198 shares; 2026Q1: 1,198 shares; 2026Q2: 1,198 shares 1,198 $28.7K 0.01% 0 Timeline GSLC GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 95 shares; 2025Q1: not reported; 2025Q2: 200 shares; 2025Q3: 200 shares; 2025Q4: 200 shares; 2026Q1: 200 shares; 2026Q2: 200 shares 200 $28.4K 0.01% 0 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 65 shares; 2024Q4: 65 shares; 2025Q1: 72 shares; 2025Q2: 68 shares; 2025Q3: 71 shares; 2025Q4: 24 shares; 2026Q1: 24 shares; 2026Q2: 24 shares 24 $28.2K 0.01% 0 Timeline SONO SONOS INC More: the full row for SONOS 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: 2,010 shares; 2026Q2: 2,070 shares 2,070 $28K <0.01% +60 Timeline BSJS 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: 1,320 shares; 2024Q4: 1,189 shares; 2025Q1: 1,194 shares; 2025Q2: 1,215 shares; 2025Q3: 1,121 shares; 2025Q4: 1,161 shares; 2026Q1: 1,311 shares; 2026Q2: 1,288 shares 1,288 $28K <0.01% -23 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: 83 shares; 2024Q4: 79 shares; 2025Q1: 93 shares; 2025Q2: 93 shares; 2025Q3: 3 shares; 2025Q4: 3 shares; 2026Q1: 3 shares; 2026Q2: 223 shares 223 $27.8K <0.01% +220 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 117 shares; 2024Q4: 117 shares; 2025Q1: 138 shares; 2025Q2: 138 shares; 2025Q3: 38 shares; 2025Q4: 38 shares; 2026Q1: 38 shares; 2026Q2: 38 shares 38 $27.4K <0.01% 0 Timeline SCHR 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: 1,448 shares; 2024Q4: 2,638 shares; 2025Q1: 2,636 shares; 2025Q2: 2,636 shares; 2025Q3: 425,261 shares; 2025Q4: 1,294 shares; 2026Q1: 1,294 shares; 2026Q2: 1,098 shares 1,098 $27.1K <0.01% -196 Timeline EWJ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 478 shares; 2024Q4: 289 shares; 2025Q1: 287 shares; 2025Q2: 287 shares; 2025Q3: 287 shares; 2025Q4: 7,686 shares; 2026Q1: 287 shares; 2026Q2: 287 shares 287 $26.8K <0.01% 0 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: 636 shares; 2024Q4: 100 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 75 shares; 2026Q1: 75 shares; 2026Q2: 355 shares 355 $26.1K <0.01% +280 Timeline RKLB ROCKET LAB CORP More: the full row for ROCKET LAB CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 181 shares; 2025Q3: 241 shares; 2025Q4: 140 shares; 2026Q1: 140 shares; 2026Q2: 256 shares 256 $26K <0.01% +116 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: 26 shares; 2024Q4: 26 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 400 shares; 2025Q4: 400 shares; 2026Q1: 400 shares; 2026Q2: 400 shares 400 $25.2K <0.01% 0 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 115 shares; 2024Q4: 115 shares; 2025Q1: 115 shares; 2025Q2: 115 shares; 2025Q3: 115 shares; 2025Q4: 115 shares; 2026Q1: 115 shares; 2026Q2: 115 shares 115 $25.1K <0.01% 0 Timeline NVG NUVEEN AMT FREE MUN CR INC F More: the full row for NUVEEN AMT FREE MUN CR INC F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,931 shares; 2024Q4: 1,931 shares; 2025Q1: 1,931 shares; 2025Q2: 1,931 shares; 2025Q3: 1,931 shares; 2025Q4: 1,931 shares; 2026Q1: 1,931 shares; 2026Q2: 1,931 shares 1,931 $24.7K <0.01% 0 Timeline FNCL 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: 289 shares; 2024Q4: 310 shares; 2025Q1: 311 shares; 2025Q2: 312 shares; 2025Q3: 313 shares; 2025Q4: 314 shares; 2026Q1: 316 shares; 2026Q2: 317 shares 317 $24.3K <0.01% +1 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: 15 shares; 2024Q4: 15 shares; 2025Q1: 15 shares; 2025Q2: 15 shares; 2025Q3: 176 shares; 2025Q4: 176 shares; 2026Q1: 176 shares; 2026Q2: 176 shares 176 $24.1K <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: 4 shares; 2024Q4: 4 shares; 2025Q1: 4 shares; 2025Q2: 4 shares; 2025Q3: 4 shares; 2025Q4: 4 shares; 2026Q1: 304 shares; 2026Q2: 332 shares 332 $23.9K <0.01% +28 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: 96 shares; 2026Q1: 96 shares; 2026Q2: 146 shares 146 $23.8K <0.01% +50 Timeline DFAX DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 633 shares; 2026Q1: 634 shares; 2026Q2: 640 shares 640 $23.6K <0.01% +6 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: 276 shares; 2024Q4: 276 shares; 2025Q1: 287 shares; 2025Q2: 276 shares; 2025Q3: 276 shares; 2025Q4: 276 shares; 2026Q1: 301 shares; 2026Q2: 276 shares 276 $23.1K <0.01% -25 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: 220 shares; 2024Q4: 660 shares; 2025Q1: 660 shares; 2025Q2: 660 shares; 2025Q3: 660 shares; 2025Q4: 660 shares; 2026Q1: 660 shares; 2026Q2: 660 shares 660 $23K <0.01% 0 Timeline BWX 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: 754,299 shares; 2025Q3: 1,060 shares; 2025Q4: 1,060 shares; 2026Q1: 1,060 shares; 2026Q2: 1,055 shares 1,055 $22.9K <0.01% -5 Timeline FSTA 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 435 shares 435 $22.9K <0.01% new Timeline TYL TYLER TECHNOLOGIES INC More: the full row for TYLER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 78 shares 78 $22.8K <0.01% new Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,488 shares; 2024Q4: 2,498 shares; 2025Q1: 2,507 shares; 2025Q2: 2,301 shares; 2025Q3: 2,310 shares; 2025Q4: 2,020 shares; 2026Q1: 2,027 shares; 2026Q2: 615 shares 615 $22.7K <0.01% -1,412 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 75 shares; 2024Q4: 75 shares; 2025Q1: 75 shares; 2025Q2: 75 shares; 2025Q3: 75 shares; 2025Q4: 75 shares; 2026Q1: 75 shares; 2026Q2: 75 shares 75 $22.4K <0.01% 0 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 39,760 shares; 2025Q3: 1,106 shares; 2025Q4: 276 shares; 2026Q1: 276 shares; 2026Q2: 269 shares 269 $22.3K <0.01% -7 Timeline BMO BANK OF MONTREAL More: the full row for BANK OF MONTREAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 125 shares; 2024Q4: 125 shares; 2025Q1: 125 shares; 2025Q2: 125 shares; 2025Q3: 125 shares; 2025Q4: 125 shares; 2026Q1: 125 shares; 2026Q2: 125 shares 125 $22.1K <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: 360,243 shares; 2024Q4: 22,386 shares; 2025Q1: 321 shares; 2025Q2: 321 shares; 2025Q3: 304 shares; 2025Q4: 313 shares; 2026Q1: 291 shares; 2026Q2: 291 shares 291 $22K <0.01% 0 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 300 shares; 2024Q4: 300 shares; 2025Q1: 302 shares; 2025Q2: 300 shares; 2025Q3: 300 shares; 2025Q4: 300 shares; 2026Q1: 306 shares; 2026Q2: 300 shares 300 $21.6K <0.01% -6 Timeline PFXF VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 631,540 shares; 2026Q2: 1,199 shares 1,199 $21.4K <0.01% -630,341 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: 42 shares; 2024Q4: 42 shares; 2025Q1: 42 shares; 2025Q2: 42 shares; 2025Q3: 47 shares; 2025Q4: 42 shares; 2026Q1: 42 shares; 2026Q2: 42 shares 42 $21.2K <0.01% 0 Timeline MARA MARA HOLDINGS INC More: the full row for MARA HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 965 shares; 2025Q1: 965 shares; 2025Q2: 965 shares; 2025Q3: 965 shares; 2025Q4: 1,439 shares; 2026Q1: 1,503 shares; 2026Q2: 1,503 shares 1,503 $20.9K <0.01% 0 Timeline IDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 500 shares; 2024Q4: 500 shares; 2025Q1: 500 shares; 2025Q2: 500 shares; 2025Q3: 500 shares; 2025Q4: 500 shares; 2026Q1: 500 shares; 2026Q2: 500 shares 500 $20.7K <0.01% 0 Timeline RY ROYAL BK CDA More: the full row for ROYAL BK CDA Quarterly shares; 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: 150 shares; 2026Q1: 100 shares; 2026Q2: 100 shares 100 $20.7K <0.01% 0 Timeline DRI DARDEN RESTAURANTS INC More: the full row for DARDEN RESTAURANTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 100 shares; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 100 shares; 2025Q4: 100 shares; 2026Q1: 100 shares; 2026Q2: 100 shares 100 $20.6K <0.01% 0 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: not reported; 2024Q4: 229 shares; 2025Q1: 247 shares; 2025Q2: 273 shares; 2025Q3: 241 shares; 2025Q4: 242 shares; 2026Q1: 211 shares; 2026Q2: 211 shares 211 $20.4K <0.01% 0 Timeline DJD 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: 312 shares; 2026Q2: 314 shares 314 $19.9K <0.01% +2 Timeline FENY 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: 635 shares; 2024Q4: 640 shares; 2025Q1: 645 shares; 2025Q2: 651 shares; 2025Q3: 656 shares; 2025Q4: 661 shares; 2026Q1: 664 shares; 2026Q2: 669 shares 669 $19.8K <0.01% +5 Timeline MHD BLACKROCK MUNIHOLDINGS FD IN More: the full row for BLACKROCK MUNIHOLDINGS FD IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,661 shares; 2024Q4: 1,661 shares; 2025Q1: 1,661 shares; 2025Q2: 1,661 shares; 2025Q3: 1,661 shares; 2025Q4: 1,661 shares; 2026Q1: 1,661 shares; 2026Q2: 1,661 shares 1,661 $19.8K <0.01% 0 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 61 shares; 2024Q4: 61 shares; 2025Q1: 61 shares; 2025Q2: 62 shares; 2025Q3: 62 shares; 2025Q4: 62 shares; 2026Q1: 63 shares; 2026Q2: 63 shares 63 $19.7K <0.01% 0 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: 65 shares; 2024Q4: 111 shares; 2025Q1: 65 shares; 2025Q2: 65 shares; 2025Q3: 65 shares; 2025Q4: 65 shares; 2026Q1: 65 shares; 2026Q2: 65 shares 65 $19.7K <0.01% 0 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: 180 shares; 2024Q4: not reported; 2025Q1: 116 shares; 2025Q2: 158 shares; 2025Q3: 232 shares; 2025Q4: 231 shares; 2026Q1: 370 shares; 2026Q2: 256 shares 256 $19.6K <0.01% -114 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 125 shares 125 $19.6K <0.01% new Timeline EVR EVERCORE INC More: the full row for EVERCORE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 55 shares; 2024Q4: 55 shares; 2025Q1: 55 shares; 2025Q2: 55 shares; 2025Q3: 55 shares; 2025Q4: 55 shares; 2026Q1: 55 shares; 2026Q2: 55 shares 55 $18.8K <0.01% 0 Timeline FPS FORGENT POWER SOLUTIONS INC More: the full row for FORGENT POWER SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 172 shares; 2026Q2: 334 shares 334 $18.7K <0.01% +162 Timeline MSTR STRATEGY INC More: the full row for STRATEGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 170 shares; 2024Q4: 32 shares; 2025Q1: 16 shares; 2025Q2: 16 shares; 2025Q3: 16 shares; 2025Q4: 16 shares; 2026Q1: 16 shares; 2026Q2: 210 shares 210 $18.3K <0.01% +194 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: not reported; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 100 shares; 2025Q4: 100 shares; 2026Q1: 100 shares; 2026Q2: 100 shares 100 $18.1K <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: 43 shares; 2024Q4: 233 shares; 2025Q1: 233 shares; 2025Q2: 233 shares; 2025Q3: 233 shares; 2025Q4: 233 shares; 2026Q1: 233 shares; 2026Q2: 233 shares 233 $18.1K <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: 907 shares; 2024Q4: 843 shares; 2025Q1: 790 shares; 2025Q2: 790 shares; 2025Q3: 700 shares; 2025Q4: 575 shares; 2026Q1: 792 shares; 2026Q2: 217 shares 217 $18K <0.01% -575 Timeline NOK NOKIA CORP More: the full row for NOKIA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,168 shares; 2024Q4: 1,179 shares; 2025Q1: 1,175 shares; 2025Q2: 1,175 shares; 2025Q3: 1,175 shares; 2025Q4: 1,175 shares; 2026Q1: 1,175 shares; 2026Q2: 1,325 shares 1,325 $17.6K <0.01% +150 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: 224 shares; 2024Q4: 224 shares; 2025Q1: 224 shares; 2025Q2: 224 shares; 2025Q3: 259 shares; 2025Q4: 259 shares; 2026Q1: 259 shares; 2026Q2: 224 shares 224 $17.5K <0.01% -35 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,162 shares; 2024Q4: 2,239 shares; 2025Q1: 2,240 shares; 2025Q2: 165 shares; 2025Q3: 166 shares; 2025Q4: 167 shares; 2026Q1: 211 shares; 2026Q2: 168 shares 168 $17.5K <0.01% -43 Timeline EL LAUDER ESTEE COS INC More: the full row for LAUDER ESTEE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 220 shares; 2024Q4: 220 shares; 2025Q1: 220 shares; 2025Q2: 220 shares; 2025Q3: 220 shares; 2025Q4: 220 shares; 2026Q1: 220 shares; 2026Q2: 220 shares 220 $17.4K <0.01% 0 Timeline UTHR UNITED THERAPEUTICS CORP DEL More: the full row for UNITED THERAPEUTICS CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 32 shares; 2024Q4: 32 shares; 2025Q1: 32 shares; 2025Q2: 32 shares; 2025Q3: 32 shares; 2025Q4: 32 shares; 2026Q1: 32 shares; 2026Q2: 32 shares 32 $17.3K <0.01% 0 Timeline WOOD 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: 260 shares; 2026Q1: 260 shares; 2026Q2: 260 shares 260 $17.2K <0.01% 0 Timeline ZS ZSCALER INC More: the full row for ZSCALER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 55 shares; 2024Q4: 55 shares; 2025Q1: 35 shares; 2025Q2: 35 shares; 2025Q3: 86 shares; 2025Q4: 131 shares; 2026Q1: 31 shares; 2026Q2: 121 shares 121 $17.1K <0.01% +90 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: 95 shares; 2024Q4: 90 shares; 2025Q1: 65 shares; 2025Q2: 65 shares; 2025Q3: 65 shares; 2025Q4: 115 shares; 2026Q1: 115 shares; 2026Q2: 65 shares 65 $16.9K <0.01% -50 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 70 shares; 2024Q4: 41 shares; 2025Q1: 137,973 shares; 2025Q2: 912 shares; 2025Q3: 90,679 shares; 2025Q4: 154 shares; 2026Q1: 148 shares; 2026Q2: 144 shares 144 $16.9K <0.01% -4 Timeline WPM WHEATON PRECIOUS METALS CORP More: the full row for WHEATON PRECIOUS METALS 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: 100 shares; 2025Q4: 100 shares; 2026Q1: 150 shares; 2026Q2: 150 shares 150 $16.8K <0.01% 0 Timeline KHC KRAFT HEINZ CO More: the full row for KRAFT HEINZ CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 343 shares; 2024Q4: 634 shares; 2025Q1: 645 shares; 2025Q2: 654 shares; 2025Q3: 664 shares; 2025Q4: 675 shares; 2026Q1: 688 shares; 2026Q2: 699 shares 699 $16.5K <0.01% +11 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: 40 shares; 2024Q4: 40 shares; 2025Q1: 40 shares; 2025Q2: 40 shares; 2025Q3: 40 shares; 2025Q4: 40 shares; 2026Q1: 40 shares; 2026Q2: 40 shares 40 $16.4K <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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 326 shares; 2026Q2: 326 shares 326 $16.4K <0.01% 0 Timeline SSUS STRATEGY SHS More: the full row for STRATEGY SHS Quarterly shares; 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: 295 shares; 2026Q2: 295 shares 295 $16.3K <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: 192 shares; 2024Q4: 192 shares; 2025Q1: 192 shares; 2025Q2: 192 shares; 2025Q3: 192 shares; 2025Q4: 192 shares; 2026Q1: 192 shares; 2026Q2: 192 shares 192 $16.3K <0.01% 0 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: 140 shares; 2024Q4: 140 shares; 2025Q1: 140 shares; 2025Q2: 240 shares; 2025Q3: 140 shares; 2025Q4: 140 shares; 2026Q1: 140 shares; 2026Q2: 140 shares 140 $16K <0.01% 0 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 281 shares; 2024Q4: 281 shares; 2025Q1: 281 shares; 2025Q2: 281 shares; 2025Q3: 281 shares; 2025Q4: 281 shares; 2026Q1: 281 shares; 2026Q2: 111 shares 111 $15.9K <0.01% -170 Timeline FND FLOOR & DECOR HLDGS INC More: the full row for FLOOR & DECOR HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 267 shares; 2026Q2: 267 shares 267 $15.8K <0.01% 0 Timeline B BARRICK MNG CORP More: the full row for BARRICK MNG 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: 415 shares; 2026Q1: 424 shares; 2026Q2: 424 shares 424 $15.6K <0.01% 0 Timeline NXT NEXTPOWER INC More: the full row for NEXTPOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 130 shares; 2025Q2: 130 shares; 2025Q3: 130 shares; 2025Q4: 130 shares; 2026Q1: 130 shares; 2026Q2: 130 shares 130 $15.5K <0.01% 0 Timeline TER TERADYNE INC More: the full row for TERADYNE 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: 27 shares; 2025Q4: 27 shares; 2026Q1: 30 shares; 2026Q2: 32 shares 32 $15.5K <0.01% +2 Timeline DFNM DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 313 shares; 2026Q1: 315 shares; 2026Q2: 317 shares 317 $15.3K <0.01% +2 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 100 shares; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 100 shares; 2025Q4: 100 shares; 2026Q1: 100 shares; 2026Q2: 99 shares 99 $15.2K <0.01% -1 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: 311 shares; 2024Q4: 361 shares; 2025Q1: 261 shares; 2025Q2: 200 shares; 2025Q3: 200 shares; 2025Q4: 200 shares; 2026Q1: 200 shares; 2026Q2: 200 shares 200 $15.2K <0.01% 0 Timeline GEHC GE HEALTHCARE TECHNOLOGIES I More: the full row for GE HEALTHCARE TECHNOLOGIES I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 90 shares; 2024Q4: 90 shares; 2025Q1: 165 shares; 2025Q2: 159 shares; 2025Q3: 163 shares; 2025Q4: 148 shares; 2026Q1: 148 shares; 2026Q2: 233 shares 233 $14.9K <0.01% +85 Timeline IYK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 340 shares; 2024Q4: 204 shares; 2025Q1: 204 shares; 2025Q2: 204 shares; 2025Q3: 204 shares; 2025Q4: 204 shares; 2026Q1: 204 shares; 2026Q2: 204 shares 204 $14.8K <0.01% 0 Timeline SLS SELLAS LIFE SCIENCES GROUP I More: the full row for SELLAS LIFE SCIENCES GROUP 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: not reported; 2026Q2: 1,000 shares 1,000 $14.8K <0.01% new 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: 1,033 shares; 2024Q4: 1,033 shares; 2025Q1: 1,108 shares; 2025Q2: 1,044 shares; 2025Q3: 1,044 shares; 2025Q4: 1,044 shares; 2026Q1: 1,044 shares; 2026Q2: 1,044 shares 1,044 $14.5K <0.01% 0 Timeline ABCL ABCELLERA BIOLOGICS INC More: the full row for ABCELLERA BIOLOGICS 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: 1,837 shares 1,837 $14.4K <0.01% new Timeline SU SUNCOR ENERGY INC NEW More: the full row for SUNCOR ENERGY INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 268 shares; 2024Q4: 268 shares; 2025Q1: 268 shares; 2025Q2: 268 shares; 2025Q3: 268 shares; 2025Q4: 268 shares; 2026Q1: 268 shares; 2026Q2: 268 shares 268 $14.4K <0.01% 0 Timeline DEO DIAGEO PLC More: the full row for DIAGEO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 175 shares; 2024Q4: 175 shares; 2025Q1: 175 shares; 2025Q2: 175 shares; 2025Q3: 175 shares; 2025Q4: 175 shares; 2026Q1: 175 shares; 2026Q2: 175 shares 175 $14.1K <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: 89 shares; 2024Q4: 89 shares; 2025Q1: 89 shares; 2025Q2: 89 shares; 2025Q3: 107 shares; 2025Q4: 107 shares; 2026Q1: 107 shares; 2026Q2: 90 shares 90 $14K <0.01% -17 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: 53 shares; 2024Q4: 145 shares; 2025Q1: 182 shares; 2025Q2: 182 shares; 2025Q3: 526 shares; 2025Q4: 526 shares; 2026Q1: 523 shares; 2026Q2: 523 shares 523 $13.9K <0.01% 0 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 120 shares; 2024Q4: 120 shares; 2025Q1: 120 shares; 2025Q2: 120 shares; 2025Q3: 120 shares; 2025Q4: 120 shares; 2026Q1: 120 shares; 2026Q2: 120 shares 120 $13.4K <0.01% 0 Timeline CDW CDW CORP More: the full row for CDW CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 95 shares; 2024Q4: 95 shares; 2025Q1: 95 shares; 2025Q2: 95 shares; 2025Q3: 95 shares; 2025Q4: 95 shares; 2026Q1: 95 shares; 2026Q2: 95 shares 95 $13.4K <0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 170 shares; 2026Q2: 170 shares 170 $13.2K <0.01% 0 Timeline CEF SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 328 shares; 2024Q4: 328 shares; 2025Q1: 328 shares; 2025Q2: 328 shares; 2025Q3: 328 shares; 2025Q4: 328 shares; 2026Q1: 328 shares; 2026Q2: 328 shares 328 $13.2K <0.01% 0 Timeline RDDT REDDIT INC More: the full row for REDDIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 76 shares 76 $13.2K <0.01% new 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: 1 shares; 2024Q4: 1 shares; 2025Q1: 1 shares; 2025Q2: 1 shares; 2025Q3: 185 shares; 2025Q4: 221 shares; 2026Q1: 17 shares; 2026Q2: 115 shares 115 $13.1K <0.01% +98 Timeline UTG REAVES UTIL INCOME FD More: the full row for REAVES UTIL INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 320 shares; 2025Q1: 320 shares; 2025Q2: 320 shares; 2025Q3: 320 shares; 2025Q4: 320 shares; 2026Q1: 320 shares; 2026Q2: 320 shares 320 $13K <0.01% 0 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 77 shares; 2024Q4: 77 shares; 2025Q1: 51 shares; 2025Q2: 53 shares; 2025Q3: 57 shares; 2025Q4: 54 shares; 2026Q1: 47 shares; 2026Q2: 34 shares 34 $12.8K <0.01% -13 Timeline ARI APOLLO COML REAL ESTATE FIN More: the full row for APOLLO COML REAL ESTATE FIN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5 shares; 2024Q4: 1,032 shares; 2025Q1: 1,061 shares; 2025Q2: 1,093 shares; 2025Q3: 1,120 shares; 2025Q4: 1,147 shares; 2026Q1: 1,175 shares; 2026Q2: 1,202 shares 1,202 $12.8K <0.01% +27 Timeline DJT TRUMP MEDIA & TECHNOLOGY GRO More: the full row for TRUMP MEDIA & TECHNOLOGY GRO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 651 shares; 2024Q4: 651 shares; 2025Q1: 651 shares; 2025Q2: 651 shares; 2025Q3: 651 shares; 2025Q4: 651 shares; 2026Q1: 1,651 shares; 2026Q2: 1,651 shares 1,651 $12.8K <0.01% 0 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 73 shares; 2024Q4: 73 shares; 2025Q1: 74 shares; 2025Q2: 75 shares; 2025Q3: 75 shares; 2025Q4: 76 shares; 2026Q1: 76 shares; 2026Q2: 77 shares 77 $12.6K <0.01% +1 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: 266 shares; 2024Q4: 889 shares; 2025Q1: 945 shares; 2025Q2: 341 shares; 2025Q3: 341 shares; 2025Q4: 390 shares; 2026Q1: 290 shares; 2026Q2: 290 shares 290 $12.5K <0.01% 0 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 125 shares; 2025Q2: 170 shares; 2025Q3: 126 shares; 2025Q4: 127 shares; 2026Q1: 127 shares; 2026Q2: 84 shares 84 $12.5K <0.01% -43 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: 801 shares; 2024Q4: 894 shares; 2025Q1: 95 shares; 2025Q2: 235 shares; 2025Q3: 319 shares; 2025Q4: 326 shares; 2026Q1: 166 shares; 2026Q2: 106 shares 106 $12.4K <0.01% -60 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: 195 shares; 2024Q4: 95 shares; 2025Q1: 95 shares; 2025Q2: 96 shares; 2025Q3: 94 shares; 2025Q4: 93 shares; 2026Q1: 118 shares; 2026Q2: 88 shares 88 $12.3K <0.01% -30 Timeline GBTC GRAYSCALE BITCOIN TRUST ETF More: the full row for GRAYSCALE BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 269 shares; 2024Q4: 269 shares; 2025Q1: 269 shares; 2025Q2: 269 shares; 2025Q3: 269 shares; 2025Q4: 269 shares; 2026Q1: 269 shares; 2026Q2: 269 shares 269 $12.2K <0.01% 0 Timeline VCEB VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1 shares; 2024Q4: 100 shares; 2025Q1: 107 shares; 2025Q2: 132 shares; 2025Q3: 140 shares; 2025Q4: 142 shares; 2026Q1: 167 shares; 2026Q2: 195 shares 195 $12.2K <0.01% +28 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: 16 shares; 2024Q4: 16 shares; 2025Q1: 45 shares; 2025Q2: 35 shares; 2025Q3: 36 shares; 2025Q4: 37 shares; 2026Q1: 37 shares; 2026Q2: 40 shares 40 $12.1K <0.01% +3 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 140 shares; 2024Q4: 198 shares; 2025Q1: 176 shares; 2025Q2: 140 shares; 2025Q3: 140 shares; 2025Q4: 140 shares; 2026Q1: 140 shares; 2026Q2: 140 shares 140 $12.1K <0.01% 0 Timeline ALAB ASTERA LABS INC More: the full row for ASTERA LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 55 shares; 2025Q1: 10 shares; 2025Q2: 30 shares; 2025Q3: 59 shares; 2025Q4: 25 shares; 2026Q1: 25 shares; 2026Q2: 25 shares 25 $12.1K <0.01% 0 Timeline NULV NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 197 shares; 2024Q4: 208 shares; 2025Q1: 215 shares; 2025Q2: 215 shares; 2025Q3: 215 shares; 2025Q4: 215 shares; 2026Q1: 233 shares; 2026Q2: 239 shares 239 $11.9K <0.01% +6 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10 shares; 2025Q2: not reported; 2025Q3: 100 shares; 2025Q4: 100 shares; 2026Q1: 100 shares; 2026Q2: 100 shares 100 $11.8K <0.01% 0 Timeline ESGE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 150 shares; 2024Q4: 209 shares; 2025Q1: 216 shares; 2025Q2: 227 shares; 2025Q3: 227 shares; 2025Q4: 227 shares; 2026Q1: 208 shares; 2026Q2: 214 shares 214 $11.7K <0.01% +6 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: 133 shares; 2025Q1: 133 shares; 2025Q2: 133 shares; 2025Q3: 256 shares; 2025Q4: 256 shares; 2026Q1: 256 shares; 2026Q2: 133 shares 133 $11.7K <0.01% -123 Timeline SIRI SIRIUSXM HOLDINGS INC More: the full row for SIRIUSXM HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 369 shares; 2025Q1: 393 shares; 2025Q2: 377 shares; 2025Q3: 382 shares; 2025Q4: 387 shares; 2026Q1: 392 shares; 2026Q2: 395 shares 395 $11.7K <0.01% +3 Timeline HXL HEXCEL CORP NEW More: the full row for HEXCEL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 115 shares; 2024Q4: 115 shares; 2025Q1: 115 shares; 2025Q2: 115 shares; 2025Q3: 115 shares; 2025Q4: 115 shares; 2026Q1: 115 shares; 2026Q2: 115 shares 115 $11.5K <0.01% 0 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: 67 shares 67 $11.4K <0.01% new Timeline NLY ANNALY CAPITAL MANAGEMENT IN More: the full row for ANNALY CAPITAL MANAGEMENT IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,200 shares; 2024Q4: 1,200 shares; 2025Q1: 1,200 shares; 2025Q2: 1,200 shares; 2025Q3: 1,200 shares; 2025Q4: 500 shares; 2026Q1: 500 shares; 2026Q2: 500 shares 500 $11.2K <0.01% 0 Timeline HUT HUT 8 CORP More: the full row for HUT 8 CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 350 shares; 2024Q4: 350 shares; 2025Q1: 350 shares; 2025Q2: 350 shares; 2025Q3: 350 shares; 2025Q4: 125 shares; 2026Q1: 125 shares; 2026Q2: 96 shares 96 $11.1K <0.01% -29 Timeline GWRE GUIDEWIRE SOFTWARE INC More: the full row for GUIDEWIRE SOFTWARE 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: 90 shares 90 $11.1K <0.01% new Timeline PSLV SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 125 shares; 2024Q4: 125 shares; 2025Q1: 125 shares; 2025Q2: 530 shares; 2025Q3: 530 shares; 2025Q4: 530 shares; 2026Q1: 530 shares; 2026Q2: 580 shares 580 $10.9K <0.01% +50 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: 266 shares; 2024Q4: 266 shares; 2025Q1: 266 shares; 2025Q2: 266 shares; 2025Q3: 266 shares; 2025Q4: 266 shares; 2026Q1: 266 shares; 2026Q2: 266 shares 266 $10.9K <0.01% 0 Timeline BIIB BIOGEN INC More: the full row for BIOGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 50 shares; 2024Q4: 50 shares; 2025Q1: 50 shares; 2025Q2: 50 shares; 2025Q3: 50 shares; 2025Q4: 50 shares; 2026Q1: 50 shares; 2026Q2: 50 shares 50 $10.8K <0.01% 0 Timeline PAAS PAN AMERN SILVER CORP More: the full row for PAN AMERN SILVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 86 shares; 2024Q4: 86 shares; 2025Q1: 86 shares; 2025Q2: 86 shares; 2025Q3: 143 shares; 2025Q4: 293 shares; 2026Q1: 305 shares; 2026Q2: 235 shares 235 $10.5K <0.01% -70 Timeline TCAF T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 246 shares; 2026Q2: 246 shares 246 $10.1K <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: not reported; 2025Q3: 15 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 100 shares 100 $10K <0.01% new 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: 14 shares; 2024Q4: 14 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8 shares; 2025Q4: 40 shares; 2026Q1: 40 shares; 2026Q2: 101 shares 101 $10K <0.01% +61 Timeline SCHP 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: 394,763 shares; 2025Q4: 183 shares; 2026Q1: 559 shares; 2026Q2: 376 shares 376 $9.96K <0.01% -183 Timeline RXT RACKSPACE TECHNOLOGY INC More: the full row for RACKSPACE TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,500 shares 1,500 $9.79K <0.01% new Timeline LEU CENTRUS ENERGY CORP More: the full row for CENTRUS 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: not reported; 2025Q3: 3 shares; 2025Q4: not reported; 2026Q1: 14 shares; 2026Q2: 58 shares 58 $9.74K <0.01% +44 Timeline BWXT BWX TECHNOLOGIES INC More: the full row for BWX TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 50 shares 50 $9.73K <0.01% new 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: 75 shares; 2024Q4: 100 shares; 2025Q1: 200 shares; 2025Q2: 200 shares; 2025Q3: 200 shares; 2025Q4: 200 shares; 2026Q1: 100 shares; 2026Q2: 100 shares 100 $9.58K <0.01% 0 Timeline RQI COHEN & STEERS QUALITY INCOM More: the full row for COHEN & STEERS QUALITY INCOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 775 shares; 2025Q1: 775 shares; 2025Q2: 775 shares; 2025Q3: 775 shares; 2025Q4: 775 shares; 2026Q1: 775 shares; 2026Q2: 775 shares 775 $9.54K <0.01% 0 Timeline AMC AMC ENTMT HLDGS INC More: the full row for AMC ENTMT HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10 shares; 2024Q4: 10 shares; 2025Q1: 10 shares; 2025Q2: 10 shares; 2025Q3: 10 shares; 2025Q4: 10 shares; 2026Q1: 10 shares; 2026Q2: 5,010 shares 5,010 $9.52K <0.01% +5,000 Timeline XSD 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: 15 shares; 2025Q4: 15 shares; 2026Q1: 15 shares; 2026Q2: 15 shares 15 $9.37K <0.01% 0 Timeline DASH DOORDASH INC More: the full row for DOORDASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 50 shares; 2025Q3: 50 shares; 2025Q4: 50 shares; 2026Q1: 50 shares; 2026Q2: 50 shares 50 $9.23K <0.01% 0 Timeline QURE UNIQURE NV More: the full row for UNIQURE NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 200 shares 200 $9.21K <0.01% new Timeline SUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4 shares; 2024Q4: 192 shares; 2025Q1: 203 shares; 2025Q2: 227 shares; 2025Q3: 267 shares; 2025Q4: 268 shares; 2026Q1: 318 shares; 2026Q2: 359 shares 359 $8.97K <0.01% +41 Timeline ZBH ZIMMER BIOMET HOLDINGS INC More: the full row for ZIMMER BIOMET HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 102 shares; 2024Q4: 103 shares; 2025Q1: 103 shares; 2025Q2: 103 shares; 2025Q3: 103 shares; 2025Q4: 104 shares; 2026Q1: 104 shares; 2026Q2: 104 shares 104 $8.97K <0.01% 0 Timeline AGNT AGNT INC More: the full row for AGNT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 525 shares; 2024Q4: 526 shares; 2025Q1: 275 shares; 2025Q2: 275 shares; 2025Q3: 275 shares; 2025Q4: 275 shares; 2026Q1: 1,649 shares; 2026Q2: 1,649 shares 1,649 $8.92K <0.01% 0 Timeline VEEV VEEVA SYS INC More: the full row for VEEVA SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 50 shares; 2026Q2: 50 shares 50 $8.87K <0.01% 0 Timeline FWD AB ACTIVE ETFS INC More: the full row for AB ACTIVE ETFS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 59 shares; 2026Q2: 59 shares 59 $8.74K <0.01% 0 Timeline XRPT VOLATILITY SHS TR More: the full row for VOLATILITY SHS 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: 400 shares; 2026Q2: 400 shares 400 $8.7K <0.01% 0 Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 64 shares 64 $8.68K <0.01% new Timeline ITRI ITRON INC More: the full row for ITRON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 100 shares; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 100 shares; 2025Q4: 100 shares; 2026Q1: 100 shares; 2026Q2: 100 shares 100 $8.65K <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: 300 shares 300 $8.57K <0.01% new Timeline HEGD LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 318 shares; 2026Q2: 318 shares 318 $8.48K <0.01% 0 Timeline IWC 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: 41 shares; 2025Q2: 63 shares; 2025Q3: 42 shares; 2025Q4: 42 shares; 2026Q1: 42 shares; 2026Q2: 42 shares 42 $8.38K <0.01% 0 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: 158 shares; 2024Q4: 159 shares; 2025Q1: 158 shares; 2025Q2: 158 shares; 2025Q3: 158 shares; 2025Q4: 8 shares; 2026Q1: 8 shares; 2026Q2: 8 shares 8 $8.29K <0.01% 0 Timeline TWLO TWILIO INC More: the full row for TWILIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 40 shares; 2024Q4: 40 shares; 2025Q1: 40 shares; 2025Q2: 40 shares; 2025Q3: 40 shares; 2025Q4: 40 shares; 2026Q1: 40 shares; 2026Q2: 40 shares 40 $8.25K <0.01% 0 Timeline ASIX ADVANSIX INC More: the full row for ADVANSIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 400 shares; 2024Q4: 400 shares; 2025Q1: 400 shares; 2025Q2: 400 shares; 2025Q3: 400 shares; 2025Q4: 400 shares; 2026Q1: 400 shares; 2026Q2: 400 shares 400 $7.95K <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: not reported; 2024Q4: not reported; 2025Q1: 71 shares; 2025Q2: 97 shares; 2025Q3: 72 shares; 2025Q4: 73 shares; 2026Q1: 73 shares; 2026Q2: 51 shares 51 $7.9K <0.01% -22 Timeline BAH BOOZ ALLEN HAMILTON HLDG COR More: the full row for BOOZ ALLEN HAMILTON HLDG COR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 130 shares; 2024Q4: 130 shares; 2025Q1: 130 shares; 2025Q2: 130 shares; 2025Q3: 130 shares; 2025Q4: 130 shares; 2026Q1: 130 shares; 2026Q2: 130 shares 130 $7.89K <0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 207 shares; 2025Q4: 207 shares; 2026Q1: 207 shares; 2026Q2: 179 shares 179 $7.88K <0.01% -28 Timeline HALO HALOZYME THERAPEUTICS INC More: the full row for HALOZYME THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 30 shares; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 100 shares; 2025Q4: 100 shares; 2026Q1: 100 shares; 2026Q2: 100 shares 100 $7.83K <0.01% 0 Timeline PODD INSULET CORP More: the full row for INSULET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 50 shares; 2024Q4: 50 shares; 2025Q1: 50 shares; 2025Q2: 50 shares; 2025Q3: 59 shares; 2025Q4: 50 shares; 2026Q1: 50 shares; 2026Q2: 50 shares 50 $7.61K <0.01% 0 Timeline VBIL VANGUARD INSTL INDEX FD More: the full row for VANGUARD INSTL INDEX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 500 shares; 2026Q2: 100 shares 100 $7.57K <0.01% -400 Timeline HPQ HP INC More: the full row for HP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 275 shares; 2024Q4: 320 shares; 2025Q1: 322 shares; 2025Q2: 325 shares; 2025Q3: 328 shares; 2025Q4: 332 shares; 2026Q1: 335 shares; 2026Q2: 340 shares 340 $7.46K <0.01% +5 Timeline BSCU 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,107,812 shares; 2025Q4: 65,828 shares; 2026Q1: 734 shares; 2026Q2: 443 shares 443 $7.37K <0.01% -291 Timeline SERV SERVE ROBOTICS INC More: the full row for SERVE ROBOTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 190 shares; 2025Q2: 180 shares; 2025Q3: 180 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,099 shares 1,099 $7.23K <0.01% new 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: 180 shares; 2024Q4: 80 shares; 2025Q1: 80 shares; 2025Q2: 80 shares; 2025Q3: 80 shares; 2025Q4: 80 shares; 2026Q1: 81 shares; 2026Q2: 82 shares 82 $7.2K <0.01% +1 Timeline ARM ARM HOLDINGS PLC More: the full row for ARM HOLDINGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 20 shares; 2026Q1: 20 shares; 2026Q2: 20 shares 20 $7.09K <0.01% 0 Timeline ONON ON HLDG AG More: the full row for ON HLDG AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 100 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 200 shares 200 $7.08K <0.01% new Timeline EARN ELLINGTON CREDIT COMPANY More: the full row for ELLINGTON CREDIT COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,227 shares; 2025Q1: 1,274 shares; 2025Q2: 1,329 shares; 2025Q3: 1,384 shares; 2025Q4: 1,448 shares; 2026Q1: 1,518 shares; 2026Q2: 1,597 shares 1,597 $7.06K <0.01% +79 Timeline AUR AURORA INNOVATION INC More: the full row for AURORA INNOVATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,829 shares; 2024Q4: 21,829 shares; 2025Q1: 1,020 shares; 2025Q2: 1,020 shares; 2025Q3: 1,020 shares; 2025Q4: 1,020 shares; 2026Q1: 1,020 shares; 2026Q2: 1,020 shares 1,020 $6.96K <0.01% 0 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 100 shares; 2024Q4: 120 shares; 2025Q1: 173 shares; 2025Q2: 173 shares; 2025Q3: 173 shares; 2025Q4: 3 shares; 2026Q1: 23 shares; 2026Q2: 23 shares 23 $6.88K <0.01% 0 Timeline VMRK VIVMARK RESIDENTIAL More: the full row for VIVMARK RESIDENTIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 55 shares; 2024Q4: 55 shares; 2025Q1: 55 shares; 2025Q2: 55 shares; 2025Q3: 55 shares; 2025Q4: 55 shares; 2026Q1: 55 shares; 2026Q2: 100 shares 100 $6.79K <0.01% +45 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: 314,648 shares; 2024Q4: 156 shares; 2025Q1: 154 shares; 2025Q2: 154 shares; 2025Q3: 85 shares; 2025Q4: 60 shares; 2026Q1: 60 shares; 2026Q2: 60 shares 60 $6.73K <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: 136 shares; 2024Q4: 136 shares; 2025Q1: 136 shares; 2025Q2: 136 shares; 2025Q3: 79 shares; 2025Q4: 56 shares; 2026Q1: 56 shares; 2026Q2: 56 shares 56 $6.67K <0.01% 0 Timeline ASTS AST SPACEMOBILE INC More: the full row for AST SPACEMOBILE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 125 shares; 2025Q2: 125 shares; 2025Q3: 125 shares; 2025Q4: 65 shares; 2026Q1: 85 shares; 2026Q2: 75 shares 75 $6.67K <0.01% -10 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 64 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 35 shares; 2025Q4: 35 shares; 2026Q1: 35 shares; 2026Q2: 35 shares 35 $6.66K <0.01% 0 Timeline EMBJ EMBRAER S.A. More: the full row for EMBRAER S.A. Quarterly shares; 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: 100 shares 100 $6.38K <0.01% new Timeline BJ BJS WHSL CLUB HLDGS INC More: the full row for BJS WHSL CLUB HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 72 shares; 2024Q4: 72 shares; 2025Q1: 72 shares; 2025Q2: 72 shares; 2025Q3: 72 shares; 2025Q4: 72 shares; 2026Q1: 72 shares; 2026Q2: 72 shares 72 $6.28K <0.01% 0 Timeline HIVE HIVE DIGITAL TECHNOLOGIES LT More: the full row for HIVE DIGITAL TECHNOLOGIES LT Quarterly shares; 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: 1,704 shares 1,704 $6.2K <0.01% new Timeline JEPQ J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 100 shares; 2025Q4: 100 shares; 2026Q1: 100 shares; 2026Q2: 100 shares 100 $6.15K <0.01% 0 Timeline DFSD DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,695 shares; 2026Q1: 1,700 shares; 2026Q2: 129 shares 129 $6.14K <0.01% -1,571 Timeline RIVN RIVIAN AUTOMOTIVE INC More: the full row for RIVIAN AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 557 shares; 2024Q4: 452 shares; 2025Q1: 452 shares; 2025Q2: 552 shares; 2025Q3: 552 shares; 2025Q4: 352 shares; 2026Q1: 352 shares; 2026Q2: 352 shares 352 $6.11K <0.01% 0 Timeline FLJP FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 409,282 shares; 2026Q1: 487,318 shares; 2026Q2: 153 shares 153 $6.08K <0.01% -487,165 Timeline TGRT T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 131 shares; 2026Q2: 131 shares 131 $5.99K <0.01% 0 Timeline HEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 126 shares 126 $5.91K <0.01% new Timeline PTON PELOTON INTERACTIVE INC More: the full row for PELOTON INTERACTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,000 shares; 2024Q4: 2,000 shares; 2025Q1: 2,000 shares; 2025Q2: 2,000 shares; 2025Q3: 2,000 shares; 2025Q4: 1,000 shares; 2026Q1: 1,000 shares; 2026Q2: 1,000 shares 1,000 $5.91K <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: 80 shares; 2024Q4: 146 shares; 2025Q1: 147 shares; 2025Q2: 80 shares; 2025Q3: 80 shares; 2025Q4: 80 shares; 2026Q1: 80 shares; 2026Q2: 158 shares 158 $5.81K <0.01% +78 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,325 shares; 2024Q4: 1,034 shares; 2025Q1: 1,034 shares; 2025Q2: 34 shares; 2025Q3: 34 shares; 2025Q4: 34 shares; 2026Q1: 34 shares; 2026Q2: 34 shares 34 $5.75K <0.01% 0 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 230 shares; 2024Q4: 230 shares; 2025Q1: 230 shares; 2025Q2: 230 shares; 2025Q3: 230 shares; 2025Q4: 230 shares; 2026Q1: 230 shares; 2026Q2: 230 shares 230 $5.65K <0.01% 0 Timeline NMAX NEWSMAX INC More: the full row for NEWSMAX 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: 680 shares; 2025Q4: 680 shares; 2026Q1: 680 shares; 2026Q2: 680 shares 680 $5.63K <0.01% 0 Timeline SII SPROTT INC More: the full row for SPROTT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 75 shares; 2024Q4: 75 shares; 2025Q1: 75 shares; 2025Q2: 75 shares; 2025Q3: 35 shares; 2025Q4: 35 shares; 2026Q1: 25 shares; 2026Q2: 50 shares 50 $5.62K <0.01% +25 Timeline AVEM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 58 shares 58 $5.6K <0.01% new Timeline OKLO OKLO INC More: the full row for OKLO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 18 shares; 2025Q3: 78 shares; 2025Q4: 121 shares; 2026Q1: 105 shares; 2026Q2: 105 shares 105 $5.5K <0.01% 0 Timeline REAX THE REAL BROKERAGE INC More: the full row for THE REAL BROKERAGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,940 shares; 2024Q4: 2,940 shares; 2025Q1: 2,940 shares; 2025Q2: 2,940 shares; 2025Q3: 2,940 shares; 2025Q4: 2,940 shares; 2026Q1: 2,940 shares; 2026Q2: 2,940 shares 2,940 $5.35K <0.01% 0 Timeline PENN PENN ENTERTAINMENT INC More: the full row for PENN ENTERTAINMENT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 200 shares; 2024Q4: 200 shares; 2025Q1: 200 shares; 2025Q2: 200 shares; 2025Q3: 250 shares; 2025Q4: 250 shares; 2026Q1: 250 shares; 2026Q2: 250 shares 250 $5.34K <0.01% 0 Timeline DOW DOW HLDGS INC More: the full row for DOW HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 192 shares; 2024Q4: 192 shares; 2025Q1: 192 shares; 2025Q2: 192 shares; 2025Q3: 192 shares; 2025Q4: 192 shares; 2026Q1: 192 shares; 2026Q2: 192 shares 192 $5.25K <0.01% 0 Timeline KEMX 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: not reported; 2026Q1: 100 shares; 2026Q2: 100 shares 100 $5.25K <0.01% 0 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 47 shares; 2024Q4: 48 shares; 2025Q1: 48 shares; 2025Q2: 48 shares; 2025Q3: 48 shares; 2025Q4: 48 shares; 2026Q1: 48 shares; 2026Q2: 48 shares 48 $5.18K <0.01% 0 Timeline RIOT RIOT PLATFORMS INC More: the full row for RIOT PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 189 shares 189 $5.17K <0.01% new Timeline VTWO VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1 shares; 2024Q4: 1 shares; 2025Q1: 1 shares; 2025Q2: 1 shares; 2025Q3: 1 shares; 2025Q4: 1 shares; 2026Q1: 1 shares; 2026Q2: 42 shares 42 $5.1K <0.01% +41 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: 190 shares; 2024Q4: 190 shares; 2025Q1: 40 shares; 2025Q2: 40 shares; 2025Q3: 40 shares; 2025Q4: 40 shares; 2026Q1: 40 shares; 2026Q2: 40 shares 40 $5.05K <0.01% 0 Timeline DKNG DRAFTKINGS INC NEW More: the full row for DRAFTKINGS INC NEW 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 $5.05K <0.01% 0 Timeline HTUS CAPITOL SER TR More: the full row for CAPITOL 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: not reported; 2025Q4: not reported; 2026Q1: 115 shares; 2026Q2: 115 shares 115 $5.04K <0.01% 0 Timeline MDB MONGODB INC More: the full row for MONGODB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 23 shares; 2025Q1: 28 shares; 2025Q2: 31 shares; 2025Q3: 31 shares; 2025Q4: 31 shares; 2026Q1: 31 shares; 2026Q2: 15 shares 15 $5.04K <0.01% -16 Timeline KARO KAROOOOO LTD More: the full row for KAROOOOO 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: 100 shares 100 $4.94K <0.01% new Timeline BITQ BITWISE FUNDS TRUST More: the full row for BITWISE FUNDS 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: 200 shares; 2026Q1: 200 shares; 2026Q2: 200 shares 200 $4.9K <0.01% 0 Timeline APLD APPLIED DIGITAL CORP More: the full row for APPLIED DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 370 shares; 2025Q2: 370 shares; 2025Q3: 370 shares; 2025Q4: 370 shares; 2026Q1: 370 shares; 2026Q2: 131 shares 131 $4.89K <0.01% -239 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 331 shares; 2024Q4: 331 shares; 2025Q1: 398 shares; 2025Q2: 100 shares; 2025Q3: 67 shares; 2025Q4: 68 shares; 2026Q1: 68 shares; 2026Q2: 35 shares 35 $4.81K <0.01% -33 Timeline MGNR AMERICAN BEACON SELECT FUNDS More: the full row for AMERICAN BEACON SELECT FUNDS Quarterly shares; 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: 98 shares; 2026Q2: 98 shares 98 $4.76K <0.01% 0 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: 9 shares; 2024Q4: 9 shares; 2025Q1: 9 shares; 2025Q2: 9 shares; 2025Q3: 9 shares; 2025Q4: 9 shares; 2026Q1: 9 shares; 2026Q2: 9 shares 9 $4.74K <0.01% 0 Timeline AYA AYA GOLD & SILVER INC More: the full row for AYA GOLD & SILVER 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: 250 shares 250 $4.74K <0.01% new Timeline UEC URANIUM ENERGY CORP More: the full row for URANIUM ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 440 shares; 2024Q4: 440 shares; 2025Q1: 440 shares; 2025Q2: 440 shares; 2025Q3: 520 shares; 2025Q4: 440 shares; 2026Q1: 440 shares; 2026Q2: 440 shares 440 $4.69K <0.01% 0 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: 31 shares 31 $4.68K <0.01% new Timeline KODK EASTMAN KODAK CO More: the full row for EASTMAN KODAK CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 500 shares; 2024Q4: 500 shares; 2025Q1: 500 shares; 2025Q2: 500 shares; 2025Q3: 500 shares; 2025Q4: 500 shares; 2026Q1: 500 shares; 2026Q2: 500 shares 500 $4.62K <0.01% 0 Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11 shares; 2025Q2: 31 shares; 2025Q3: 11 shares; 2025Q4: 11 shares; 2026Q1: 11 shares; 2026Q2: 53 shares 53 $4.62K <0.01% +42 Timeline ALAI THE ALGER ETF TRUST More: the full row for THE ALGER 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: 101 shares; 2026Q2: 101 shares 101 $4.61K <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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 150 shares; 2025Q3: 150 shares; 2025Q4: 136 shares; 2026Q1: 137 shares; 2026Q2: 138 shares 138 $4.59K <0.01% +1 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26 shares; 2024Q4: 26 shares; 2025Q1: 26 shares; 2025Q2: 26 shares; 2025Q3: 26 shares; 2025Q4: 26 shares; 2026Q1: 84 shares; 2026Q2: 26 shares 26 $4.58K <0.01% -58 Timeline BE BLOOM ENERGY CORP More: the full row for BLOOM 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 15 shares; 2026Q2: 15 shares 15 $4.54K <0.01% 0 Timeline ALLW 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,400 shares; 2026Q1: 155 shares; 2026Q2: 155 shares 155 $4.54K <0.01% 0 Timeline VERI VERITONE INC More: the full row for VERITONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,025 shares; 2025Q2: 1,025 shares; 2025Q3: 1,025 shares; 2025Q4: 5,025 shares; 2026Q1: not reported; 2026Q2: 3,277 shares 3,277 $4.49K <0.01% new Timeline PALL ABRDN PALLADIUM ETF TRUST More: the full row for ABRDN PALLADIUM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 40 shares; 2025Q1: 40 shares; 2025Q2: 40 shares; 2025Q3: 40 shares; 2025Q4: 40 shares; 2026Q1: 40 shares; 2026Q2: 200 shares 200 $4.42K <0.01% +160 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: 16 shares; 2024Q4: 16 shares; 2025Q1: 16 shares; 2025Q2: 16 shares; 2025Q3: 16 shares; 2025Q4: 16 shares; 2026Q1: 16 shares; 2026Q2: 16 shares 16 $4.41K <0.01% 0 Timeline FUTY 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: 1,240 shares; 2025Q1: 75 shares; 2025Q2: 75 shares; 2025Q3: 75 shares; 2025Q4: 75 shares; 2026Q1: 75 shares; 2026Q2: 75 shares 75 $4.38K <0.01% 0 Timeline IBRX IMMUNITYBIO INC More: the full row for IMMUNITYBIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 500 shares; 2024Q4: 500 shares; 2025Q1: 500 shares; 2025Q2: 500 shares; 2025Q3: 500 shares; 2025Q4: 500 shares; 2026Q1: 500 shares; 2026Q2: 500 shares 500 $4.38K <0.01% 0 Timeline EZA 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: 410,022 shares; 2025Q1: not reported; 2025Q2: 545,136 shares; 2025Q3: 489 shares; 2025Q4: not reported; 2026Q1: 352,993 shares; 2026Q2: 69 shares 69 $4.36K <0.01% -352,924 Timeline HAL HALLIBURTON CO More: the full row for HALLIBURTON CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,121 shares; 2024Q4: 2,122 shares; 2025Q1: 2,137 shares; 2025Q2: 124 shares; 2025Q3: 124 shares; 2025Q4: 125 shares; 2026Q1: 126 shares; 2026Q2: 126 shares 126 $4.29K <0.01% 0 Timeline YOU CLEAR SECURE INC More: the full row for CLEAR SECURE 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: 75 shares; 2026Q2: 75 shares 75 $4.18K <0.01% 0 Timeline ARDX ARDELYX INC More: the full row for ARDELYX 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: 816 shares 816 $4.16K <0.01% new Timeline CLSK CLEANSPARK INC More: the full row for CLEANSPARK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 35 shares; 2025Q1: 35 shares; 2025Q2: 35 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 285 shares 285 $4.15K <0.01% new Timeline QTUM ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25 shares; 2024Q4: 25 shares; 2025Q1: 25 shares; 2025Q2: 25 shares; 2025Q3: 25 shares; 2025Q4: 25 shares; 2026Q1: 25 shares; 2026Q2: 25 shares 25 $4.13K <0.01% 0 Timeline PPA INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 60 shares; 2026Q2: 23 shares 23 $4.06K <0.01% -37 Timeline