IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 85,556 shares; 2024Q4: 86,749 shares; 2025Q1: 89,565 shares; 2025Q2: 77,754 shares; 2025Q3: 76,621 shares; 2025Q4: 79,144 shares; 2026Q1: 82,959 shares; 2026Q2: 493,884 shares 493,884 $61.3M 7.72% +410,925 Timeline DYNF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 265,170 shares; 2024Q4: 286,167 shares; 2025Q1: 315,099 shares; 2025Q2: 392,369 shares; 2025Q3: 602,406 shares; 2025Q4: 825,630 shares; 2026Q1: 824,991 shares; 2026Q2: 898,053 shares 898,053 $61.1M 7.69% +73,062 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: 526,724 shares; 2024Q4: 550,904 shares; 2025Q1: 630,127 shares; 2025Q2: 526,419 shares; 2025Q3: 579,427 shares; 2025Q4: 668,138 shares; 2026Q1: 779,970 shares; 2026Q2: 932,631 shares 932,631 $56.7M 7.14% +152,661 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: 104,688 shares; 2024Q4: 114,554 shares; 2025Q1: 116,380 shares; 2025Q2: 120,182 shares; 2025Q3: 123,432 shares; 2025Q4: 124,547 shares; 2026Q1: 127,752 shares; 2026Q2: 134,486 shares 134,486 $33.8M 4.26% +6,734 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: 33,271 shares; 2024Q4: 32,763 shares; 2025Q1: 36,642 shares; 2025Q2: 31,353 shares; 2025Q3: 32,560 shares; 2025Q4: 39,377 shares; 2026Q1: 40,067 shares; 2026Q2: 40,195 shares 40,195 $27.6M 3.48% +128 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: 88,084 shares; 2024Q4: 76,323 shares; 2025Q1: 122,640 shares; 2025Q2: 234,202 shares; 2025Q3: 279,558 shares; 2025Q4: 460,054 shares; 2026Q1: 462,975 shares; 2026Q2: 328,065 shares 328,065 $27.2M 3.42% -134,910 Timeline BAI BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 138,429 shares; 2025Q3: 243,150 shares; 2025Q4: 410,352 shares; 2026Q1: 428,244 shares; 2026Q2: 384,247 shares 384,247 $20.3M 2.55% -43,997 Timeline SPAB 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: 429,954 shares; 2024Q4: 436,844 shares; 2025Q1: 440,566 shares; 2025Q2: 447,927 shares; 2025Q3: 464,392 shares; 2025Q4: 413,807 shares; 2026Q1: 419,586 shares; 2026Q2: 745,412 shares 745,412 $19M 2.4% +325,826 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: 106,560 shares; 2024Q4: 105,957 shares; 2025Q1: 108,489 shares; 2025Q2: 64,720 shares; 2025Q3: 61,393 shares; 2025Q4: 52,879 shares; 2026Q1: 52,035 shares; 2026Q2: 50,969 shares 50,969 $18.9M 2.38% -1,066 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: 53,882 shares; 2024Q4: 54,933 shares; 2025Q1: 59,976 shares; 2025Q2: 59,871 shares; 2025Q3: 59,154 shares; 2025Q4: 58,356 shares; 2026Q1: 57,315 shares; 2026Q2: 57,819 shares 57,819 $16.7M 2.11% +504 Timeline FBND FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 626 shares; 2025Q2: 116,547 shares; 2025Q3: 157,521 shares; 2025Q4: 183,507 shares; 2026Q1: 193,718 shares; 2026Q2: 352,719 shares 352,719 $16M 2.02% +159,001 Timeline SPTI 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: 363,790 shares; 2024Q4: 348,010 shares; 2025Q1: 377,413 shares; 2025Q2: 426,470 shares; 2025Q3: 492,139 shares; 2025Q4: 465,570 shares; 2026Q1: 483,957 shares; 2026Q2: 561,689 shares 561,689 $15.9M 2.01% +77,732 Timeline HDEF DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 112,468 shares; 2024Q4: 237,003 shares; 2025Q1: 197,705 shares; 2025Q2: 290,296 shares; 2025Q3: 303,260 shares; 2025Q4: 475,838 shares; 2026Q1: 558,701 shares; 2026Q2: 491,833 shares 491,833 $15.8M 1.99% -66,868 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: 67,256 shares; 2024Q4: 67,373 shares; 2025Q1: 70,158 shares; 2025Q2: 77,834 shares; 2025Q3: 59,465 shares; 2025Q4: 84,542 shares; 2026Q1: 85,104 shares; 2026Q2: 81,798 shares 81,798 $15.6M 1.96% -3,306 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: 20,220 shares; 2024Q4: 19,958 shares; 2025Q1: 20,439 shares; 2025Q2: 20,225 shares; 2025Q3: 19,547 shares; 2025Q4: 19,422 shares; 2026Q1: 19,625 shares; 2026Q2: 19,505 shares 19,505 $14.6M 1.83% -120 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: 15,308 shares; 2024Q4: 17,756 shares; 2025Q1: 17,756 shares; 2025Q2: 18,573 shares; 2025Q3: 18,402 shares; 2025Q4: 17,515 shares; 2026Q1: 17,709 shares; 2026Q2: 18,305 shares 18,305 $13.5M 1.7% +596 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: 60,992 shares; 2024Q4: 63,264 shares; 2025Q1: 62,284 shares; 2025Q2: 63,043 shares; 2025Q3: 63,501 shares; 2025Q4: 62,884 shares; 2026Q1: 63,750 shares; 2026Q2: 62,761 shares 62,761 $12.6M 1.58% -989 Timeline RDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 127,560 shares; 2026Q1: 133,908 shares; 2026Q2: 138,372 shares 138,372 $11.2M 1.41% +4,464 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: 85,212 shares; 2024Q4: 78,506 shares; 2025Q1: 91,790 shares; 2025Q2: 67,871 shares; 2025Q3: 68,887 shares; 2025Q4: 71,267 shares; 2026Q1: 71,253 shares; 2026Q2: 92,507 shares 92,507 $11M 1.39% +21,254 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: 94,225 shares; 2024Q4: 106,061 shares; 2025Q1: 103,800 shares; 2025Q2: 107,253 shares; 2025Q3: 114,037 shares; 2025Q4: 116,465 shares; 2026Q1: 113,287 shares; 2026Q2: 109,648 shares 109,648 $9.95M 1.25% -3,639 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: 39,812 shares; 2024Q4: 40,578 shares; 2025Q1: 40,828 shares; 2025Q2: 40,688 shares; 2025Q3: 40,515 shares; 2025Q4: 40,483 shares; 2026Q1: 40,771 shares; 2026Q2: 41,103 shares 41,103 $9.8M 1.23% +332 Timeline IAGG 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: 115,416 shares; 2025Q3: 141,322 shares; 2025Q4: 165,920 shares; 2026Q1: 173,048 shares; 2026Q2: 191,107 shares 191,107 $9.67M 1.22% +18,059 Timeline IALT BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 338,847 shares 338,847 $9.51M 1.2% new Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14 shares; 2024Q4: 15,573 shares; 2025Q1: 17,170 shares; 2025Q2: 17,619 shares; 2025Q3: 19,586 shares; 2025Q4: 35,419 shares; 2026Q1: 37,552 shares; 2026Q2: 27,091 shares 27,091 $9.29M 1.17% -10,461 Timeline CGCB CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 257,051 shares; 2025Q3: 267,908 shares; 2025Q4: 245,362 shares; 2026Q1: 249,738 shares; 2026Q2: 334,948 shares 334,948 $8.77M 1.1% +85,210 Timeline HFXI NYLIM ETF TR More: the full row for NYLIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 236,703 shares; 2024Q4: 266,169 shares; 2025Q1: 120,597 shares; 2025Q2: 111,449 shares; 2025Q3: 121,878 shares; 2025Q4: 12,882 shares; 2026Q1: 37,005 shares; 2026Q2: 221,907 shares 221,907 $8.45M 1.06% +184,902 Timeline SPHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 200,468 shares; 2024Q4: 209,830 shares; 2025Q1: 232,271 shares; 2025Q2: 201,653 shares; 2025Q3: 155,091 shares; 2025Q4: 90,072 shares; 2026Q1: 92,397 shares; 2026Q2: 91,991 shares 91,991 $8.29M 1.04% -406 Timeline BLCR BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 160,956 shares 160,956 $8.11M 1.02% new Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 66 shares; 2024Q4: 66 shares; 2025Q1: 66 shares; 2025Q2: 66 shares; 2025Q3: 8,146 shares; 2025Q4: 13,794 shares; 2026Q1: 14,107 shares; 2026Q2: 32,979 shares 32,979 $8M 1.01% +18,872 Timeline THRO BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 139,432 shares; 2025Q3: 173,456 shares; 2025Q4: 204,783 shares; 2026Q1: 219,755 shares; 2026Q2: 167,713 shares 167,713 $7.23M 0.91% -52,042 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: 46,134 shares; 2024Q4: 46,034 shares; 2025Q1: 46,341 shares; 2025Q2: 45,974 shares; 2025Q3: 44,199 shares; 2025Q4: 43,426 shares; 2026Q1: 43,065 shares; 2026Q2: 42,893 shares 42,893 $7.05M 0.89% -172 Timeline BUFR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 157,668 shares; 2024Q4: 140,565 shares; 2025Q1: 147,328 shares; 2025Q2: 107,163 shares; 2025Q3: 110,434 shares; 2025Q4: 113,598 shares; 2026Q1: 114,884 shares; 2026Q2: 176,680 shares 176,680 $6.45M 0.81% +61,796 Timeline IQDG WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 163,152 shares; 2024Q4: 168,031 shares; 2025Q1: 103,165 shares; 2025Q2: 93,975 shares; 2025Q3: 97,471 shares; 2025Q4: 14,391 shares; 2026Q1: 14,339 shares; 2026Q2: 148,096 shares 148,096 $6.38M 0.8% +133,757 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: 82,042 shares; 2024Q4: 77,259 shares; 2025Q1: 74,487 shares; 2025Q2: 72,100 shares; 2025Q3: 71,604 shares; 2025Q4: 71,290 shares; 2026Q1: 70,834 shares; 2026Q2: 69,843 shares 69,843 $6.32M 0.8% -991 Timeline SPMB 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: 216,645 shares; 2024Q4: 235,829 shares; 2025Q1: 197,840 shares; 2025Q2: 212,861 shares; 2025Q3: 218,705 shares; 2025Q4: 244,076 shares; 2026Q1: 247,538 shares; 2026Q2: 271,418 shares 271,418 $6.05M 0.76% +23,880 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: 30,746 shares; 2024Q4: 30,582 shares; 2025Q1: 29,072 shares; 2025Q2: 31,455 shares; 2025Q3: 29,824 shares; 2025Q4: 27,907 shares; 2026Q1: 27,412 shares; 2026Q2: 27,299 shares 27,299 $5.95M 0.75% -113 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: 15,883 shares; 2024Q4: 16,036 shares; 2025Q1: 15,433 shares; 2025Q2: 15,719 shares; 2025Q3: 16,019 shares; 2025Q4: 16,002 shares; 2026Q1: 16,447 shares; 2026Q2: 16,677 shares 16,677 $5.89M 0.74% +230 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: 1,873 shares; 2024Q4: 64,210 shares; 2025Q1: 117,217 shares; 2025Q2: 113,018 shares; 2025Q3: 149,806 shares; 2025Q4: 166,259 shares; 2026Q1: 144,050 shares; 2026Q2: 72,894 shares 72,894 $5.5M 0.69% -71,156 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: 12,891 shares; 2024Q4: 13,293 shares; 2025Q1: 12,743 shares; 2025Q2: 12,736 shares; 2025Q3: 12,328 shares; 2025Q4: 12,521 shares; 2026Q1: 12,503 shares; 2026Q2: 12,477 shares 12,477 $5.25M 0.66% -26 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,044 shares; 2024Q4: 1,044 shares; 2025Q1: 1,044 shares; 2025Q2: 1,044 shares; 2025Q3: 1,020 shares; 2025Q4: 900 shares; 2026Q1: 94,948 shares; 2026Q2: 223,459 shares 223,459 $5.09M 0.64% +128,511 Timeline BINC BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 76,286 shares; 2024Q4: 104,073 shares; 2025Q1: 107,763 shares; 2025Q2: 120,982 shares; 2025Q3: 133,008 shares; 2025Q4: 147,465 shares; 2026Q1: 149,071 shares; 2026Q2: 89,668 shares 89,668 $4.69M 0.59% -59,403 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,688 shares; 2024Q4: 10,403 shares; 2025Q1: 8,790 shares; 2025Q2: 8,501 shares; 2025Q3: 8,185 shares; 2025Q4: 6,822 shares; 2026Q1: 6,822 shares; 2026Q2: 6,996 shares 6,996 $4.59M 0.58% +174 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: 10,006 shares; 2024Q4: 12,032 shares; 2025Q1: 12,032 shares; 2025Q2: 12,032 shares; 2025Q3: 12,632 shares; 2025Q4: 14,978 shares; 2026Q1: 14,853 shares; 2026Q2: 14,734 shares 14,734 $4.46M 0.56% -119 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: 10,926 shares; 2024Q4: 10,621 shares; 2025Q1: 10,944 shares; 2025Q2: 10,913 shares; 2025Q3: 10,944 shares; 2025Q4: 10,812 shares; 2026Q1: 11,264 shares; 2026Q2: 11,292 shares 11,292 $4.21M 0.53% +28 Timeline LGOV FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 177,644 shares; 2025Q3: 185,486 shares; 2025Q4: 259,713 shares; 2026Q1: 264,435 shares; 2026Q2: 195,116 shares 195,116 $4.17M 0.53% -69,319 Timeline IDEF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 115,038 shares 115,038 $3.66M 0.46% new Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,244 shares; 2024Q4: 4,265 shares; 2025Q1: 4,263 shares; 2025Q2: 4,061 shares; 2025Q3: 4,067 shares; 2025Q4: 3,887 shares; 2026Q1: 3,677 shares; 2026Q2: 29,416 shares 29,416 $3.52M 0.44% +25,739 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: 26,387 shares; 2024Q4: 27,178 shares; 2025Q1: 23,585 shares; 2025Q2: 14,005 shares; 2025Q3: 13,449 shares; 2025Q4: 12,042 shares; 2026Q1: 11,146 shares; 2026Q2: 43,391 shares 43,391 $3.5M 0.44% +32,245 Timeline EMEQ NOMURA ETF TR More: the full row for NOMURA 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: 40,427 shares 40,427 $2.95M 0.37% new 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: 12,270 shares; 2024Q4: 16,647 shares; 2025Q1: 19,544 shares; 2025Q2: 22,082 shares; 2025Q3: 23,252 shares; 2025Q4: 25,313 shares; 2026Q1: 25,455 shares; 2026Q2: 30,396 shares 30,396 $2.94M 0.37% +4,941 Timeline PWRD TCW ETF TRUST More: the full row for TCW 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: 46,331 shares; 2025Q3: 41,573 shares; 2025Q4: 20,578 shares; 2026Q1: 20,998 shares; 2026Q2: 20,738 shares 20,738 $2.55M 0.32% -260 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: 18,964 shares; 2024Q4: 18,966 shares; 2025Q1: 18,959 shares; 2025Q2: 19,979 shares; 2025Q3: 18,732 shares; 2025Q4: 18,650 shares; 2026Q1: 18,549 shares; 2026Q2: 18,468 shares 18,468 $2.54M 0.32% -81 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: 4,817 shares; 2024Q4: 4,956 shares; 2025Q1: 5,034 shares; 2025Q2: 5,295 shares; 2025Q3: 4,934 shares; 2025Q4: 4,884 shares; 2026Q1: 4,878 shares; 2026Q2: 4,658 shares 4,658 $2.33M 0.29% -220 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: 11,910 shares; 2024Q4: 11,358 shares; 2025Q1: 11,206 shares; 2025Q2: 10,736 shares; 2025Q3: 8,765 shares; 2025Q4: 8,549 shares; 2026Q1: 7,875 shares; 2026Q2: 7,515 shares 7,515 $2.3M 0.29% -360 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: 15,645 shares; 2024Q4: 12,477 shares; 2025Q1: 12,479 shares; 2025Q2: 12,587 shares; 2025Q3: 12,473 shares; 2025Q4: 9,767 shares; 2026Q1: 9,829 shares; 2026Q2: 10,074 shares 10,074 $2.29M 0.29% +245 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: 6,957 shares; 2024Q4: 6,911 shares; 2025Q1: 6,077 shares; 2025Q2: 6,061 shares; 2025Q3: 5,473 shares; 2025Q4: 5,460 shares; 2026Q1: 5,461 shares; 2026Q2: 5,447 shares 5,447 $2.23M 0.28% -14 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,218 shares; 2024Q4: 9,277 shares; 2025Q1: 8,780 shares; 2025Q2: 8,577 shares; 2025Q3: 8,411 shares; 2025Q4: 9,045 shares; 2026Q1: 9,017 shares; 2026Q2: 9,020 shares 9,020 $2.14M 0.27% +3 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,298 shares; 2024Q4: 3,280 shares; 2025Q1: 3,260 shares; 2025Q2: 3,238 shares; 2025Q3: 2,960 shares; 2025Q4: 2,777 shares; 2026Q1: 2,773 shares; 2026Q2: 2,760 shares 2,760 $1.94M 0.24% -13 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,234 shares; 2024Q4: 15,346 shares; 2025Q1: 15,450 shares; 2025Q2: 14,557 shares; 2025Q3: 14,542 shares; 2025Q4: 14,433 shares; 2026Q1: 8,185 shares; 2026Q2: 8,191 shares 8,191 $1.74M 0.22% +6 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,485 shares; 2024Q4: 11,485 shares; 2025Q1: 12,608 shares; 2025Q2: 12,636 shares; 2025Q3: 13,484 shares; 2025Q4: 13,274 shares; 2026Q1: 13,680 shares; 2026Q2: 14,893 shares 14,893 $1.69M 0.21% +1,213 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: 5,780 shares; 2024Q4: 5,789 shares; 2025Q1: 5,794 shares; 2025Q2: 4,821 shares; 2025Q3: 4,823 shares; 2025Q4: 4,825 shares; 2026Q1: 4,827 shares; 2026Q2: 4,828 shares 4,828 $1.66M 0.21% +1 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,732 shares; 2024Q4: 7,581 shares; 2025Q1: 7,898 shares; 2025Q2: 7,791 shares; 2025Q3: 7,551 shares; 2025Q4: 6,367 shares; 2026Q1: 6,257 shares; 2026Q2: 5,329 shares 5,329 $1.6M 0.2% -928 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,937 shares; 2024Q4: 16,800 shares; 2025Q1: 16,687 shares; 2025Q2: 15,548 shares; 2025Q3: 15,186 shares; 2025Q4: 15,205 shares; 2026Q1: 14,987 shares; 2026Q2: 15,006 shares 15,006 $1.55M 0.2% +19 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: 3,473 shares; 2024Q4: 3,474 shares; 2025Q1: 3,749 shares; 2025Q2: 3,750 shares; 2025Q3: 3,825 shares; 2025Q4: 3,826 shares; 2026Q1: 3,826 shares; 2026Q2: 4,282 shares 4,282 $1.53M 0.19% +456 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: 11,817 shares; 2024Q4: 11,504 shares; 2025Q1: 12,530 shares; 2025Q2: 12,472 shares; 2025Q3: 12,989 shares; 2025Q4: 12,722 shares; 2026Q1: 13,245 shares; 2026Q2: 10,889 shares 10,889 $1.49M 0.19% -2,356 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: 13,677 shares; 2024Q4: 13,459 shares; 2025Q1: 11,985 shares; 2025Q2: 11,346 shares; 2025Q3: 10,523 shares; 2025Q4: 9,799 shares; 2026Q1: 9,245 shares; 2026Q2: 8,950 shares 8,950 $1.42M 0.18% -295 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: 2,554 shares; 2024Q4: 3,590 shares; 2025Q1: 3,590 shares; 2025Q2: 3,623 shares; 2025Q3: 3,526 shares; 2025Q4: 3,546 shares; 2026Q1: 3,551 shares; 2026Q2: 3,789 shares 3,789 $1.4M 0.18% +238 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: 2,571 shares; 2025Q1: 24,339 shares; 2025Q2: 27,355 shares; 2025Q3: 34,210 shares; 2025Q4: 40,863 shares; 2026Q1: 42,387 shares; 2026Q2: 41,487 shares 41,487 $1.38M 0.17% -900 Timeline BAX BAXTER INTL INC More: the full row for BAXTER INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 104,163 shares; 2024Q4: 98,219 shares; 2025Q1: 87,076 shares; 2025Q2: 80,117 shares; 2025Q3: 101,177 shares; 2025Q4: 72,323 shares; 2026Q1: 66,269 shares; 2026Q2: 62,481 shares 62,481 $1.33M 0.17% -3,788 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: 26,719 shares; 2024Q4: 26,715 shares; 2025Q1: 26,703 shares; 2025Q2: 24,860 shares; 2025Q3: 24,784 shares; 2025Q4: 24,723 shares; 2026Q1: 24,664 shares; 2026Q2: 24,437 shares 24,437 $1.31M 0.17% -227 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: 3,868 shares; 2024Q4: 3,636 shares; 2025Q1: 3,895 shares; 2025Q2: 3,964 shares; 2025Q3: 4,070 shares; 2025Q4: 4,073 shares; 2026Q1: 3,969 shares; 2026Q2: 3,995 shares 3,995 $1.31M 0.16% +26 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,078 shares; 2024Q4: 12,038 shares; 2025Q1: 11,788 shares; 2025Q2: 11,788 shares; 2025Q3: 9,789 shares; 2025Q4: 8,784 shares; 2026Q1: 8,845 shares; 2026Q2: 8,785 shares 8,785 $1.29M 0.16% -60 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: 2,767 shares; 2024Q4: 3,103 shares; 2025Q1: 3,038 shares; 2025Q2: 2,648 shares; 2025Q3: 2,653 shares; 2025Q4: 2,652 shares; 2026Q1: 2,391 shares; 2026Q2: 14,753 shares 14,753 $1.27M 0.16% +12,362 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: 5,885 shares; 2024Q4: 5,716 shares; 2025Q1: 5,680 shares; 2025Q2: 5,680 shares; 2025Q3: 5,616 shares; 2025Q4: 5,352 shares; 2026Q1: 5,336 shares; 2026Q2: 5,332 shares 5,332 $1.26M 0.16% -4 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,113 shares; 2024Q4: 4,113 shares; 2025Q1: 4,171 shares; 2025Q2: 3,995 shares; 2025Q3: 4,707 shares; 2025Q4: 4,722 shares; 2026Q1: 4,723 shares; 2026Q2: 4,723 shares 4,723 $1.17M 0.15% 0 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,565 shares; 2024Q4: 5,541 shares; 2025Q1: 5,542 shares; 2025Q2: 5,543 shares; 2025Q3: 5,409 shares; 2025Q4: 4,799 shares; 2026Q1: 4,831 shares; 2026Q2: 4,809 shares 4,809 $1.17M 0.15% -22 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,655 shares; 2024Q4: 17,662 shares; 2025Q1: 17,970 shares; 2025Q2: 17,673 shares; 2025Q3: 15,734 shares; 2025Q4: 15,652 shares; 2026Q1: 15,110 shares; 2026Q2: 15,063 shares 15,063 $1.16M 0.15% -47 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: 794 shares; 2024Q4: 713 shares; 2025Q1: 766 shares; 2025Q2: 749 shares; 2025Q3: 683 shares; 2025Q4: 726 shares; 2026Q1: 740 shares; 2026Q2: 962 shares 962 $1.15M 0.15% +222 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: 877 shares; 2024Q4: 985 shares; 2025Q1: 1,140 shares; 2025Q2: 1,142 shares; 2025Q3: 1,213 shares; 2025Q4: 1,214 shares; 2026Q1: 1,214 shares; 2026Q2: 1,215 shares 1,215 $1.14M 0.14% +1 Timeline JQUA J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 117,433 shares; 2024Q4: 120,663 shares; 2025Q1: 146,737 shares; 2025Q2: 154,494 shares; 2025Q3: 160,820 shares; 2025Q4: 78,576 shares; 2026Q1: 79,654 shares; 2026Q2: 15,598 shares 15,598 $1.13M 0.14% -64,056 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: 26,371 shares; 2024Q4: 25,707 shares; 2025Q1: 24,617 shares; 2025Q2: 24,617 shares; 2025Q3: 24,617 shares; 2025Q4: 24,592 shares; 2026Q1: 24,592 shares; 2026Q2: 24,592 shares 24,592 $1.12M 0.14% 0 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,332 shares; 2024Q4: 1,526 shares; 2025Q1: 1,807 shares; 2025Q2: 1,817 shares; 2025Q3: 1,863 shares; 2025Q4: 1,981 shares; 2026Q1: 1,991 shares; 2026Q2: 1,967 shares 1,967 $1.11M 0.14% -24 Timeline ONEV 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: 12,061 shares; 2024Q4: 11,803 shares; 2025Q1: 11,496 shares; 2025Q2: 10,807 shares; 2025Q3: 9,017 shares; 2025Q4: 7,924 shares; 2026Q1: 7,797 shares; 2026Q2: 7,596 shares 7,596 $1.09M 0.14% -201 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: 8,125 shares; 2024Q4: 8,413 shares; 2025Q1: 8,405 shares; 2025Q2: 8,180 shares; 2025Q3: 7,926 shares; 2025Q4: 7,123 shares; 2026Q1: 6,016 shares; 2026Q2: 5,849 shares 5,849 $1.08M 0.14% -167 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: 1,258 shares; 2024Q4: 1,256 shares; 2025Q1: 1,366 shares; 2025Q2: 1,335 shares; 2025Q3: 1,314 shares; 2025Q4: 1,247 shares; 2026Q1: 1,261 shares; 2026Q2: 1,424 shares 1,424 $1.07M 0.13% +163 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: 12,060 shares; 2024Q4: 11,808 shares; 2025Q1: 11,524 shares; 2025Q2: 11,013 shares; 2025Q3: 10,988 shares; 2025Q4: 10,653 shares; 2026Q1: 10,659 shares; 2026Q2: 10,668 shares 10,668 $1.06M 0.13% +9 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,393 shares; 2026Q1: 11,068 shares; 2026Q2: 10,937 shares 10,937 $1M 0.13% -131 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: 946 shares; 2024Q4: 1,036 shares; 2025Q1: 1,147 shares; 2025Q2: 1,160 shares; 2025Q3: 1,216 shares; 2025Q4: 12,390 shares; 2026Q1: 12,785 shares; 2026Q2: 13,522 shares 13,522 $965K 0.12% +737 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: 18,901 shares; 2024Q4: 18,937 shares; 2025Q1: 17,737 shares; 2025Q2: 17,737 shares; 2025Q3: 17,587 shares; 2025Q4: 22,613 shares; 2026Q1: 22,613 shares; 2026Q2: 22,908 shares 22,908 $942K 0.12% +295 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,628 shares; 2024Q4: 3,328 shares; 2025Q1: 5,708 shares; 2025Q2: 5,994 shares; 2025Q3: 4,955 shares; 2025Q4: 4,959 shares; 2026Q1: 4,959 shares; 2026Q2: 6,527 shares 6,527 $911K 0.11% +1,568 Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 155,158 shares; 2024Q4: 159,596 shares; 2025Q1: 161,184 shares; 2025Q2: 21,099 shares; 2025Q3: 20,936 shares; 2025Q4: 19,940 shares; 2026Q1: 19,876 shares; 2026Q2: 19,473 shares 19,473 $899K 0.11% -403 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: 7,826 shares; 2024Q4: 7,626 shares; 2025Q1: 7,642 shares; 2025Q2: 7,248 shares; 2025Q3: 7,210 shares; 2025Q4: 6,934 shares; 2026Q1: 5,776 shares; 2026Q2: 5,427 shares 5,427 $850K 0.11% -349 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: 566 shares; 2024Q4: 567 shares; 2025Q1: 567 shares; 2025Q2: 3,138 shares; 2025Q3: 3,049 shares; 2025Q4: 3,056 shares; 2026Q1: 3,073 shares; 2026Q2: 3,074 shares 3,074 $831K 0.1% +1 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: 655 shares; 2024Q4: 658 shares; 2025Q1: 665 shares; 2025Q2: 641 shares; 2025Q3: 758 shares; 2025Q4: 759 shares; 2026Q1: 818 shares; 2026Q2: 820 shares 820 $829K 0.1% +2 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,624 shares; 2024Q4: 2,583 shares; 2025Q1: 2,583 shares; 2025Q2: 2,416 shares; 2025Q3: 2,248 shares; 2025Q4: 2,249 shares; 2026Q1: 2,249 shares; 2026Q2: 2,249 shares 2,249 $822K 0.1% 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: 278 shares; 2024Q4: 278 shares; 2025Q1: 278 shares; 2025Q2: 69,945 shares; 2025Q3: 78,118 shares; 2025Q4: 41,695 shares; 2026Q1: 43,949 shares; 2026Q2: 3,640 shares 3,640 $799K 0.1% -40,309 Timeline FXZ FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,404 shares; 2026Q2: 9,839 shares 9,839 $782K 0.1% -1,565 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: 3,173 shares; 2024Q4: 2,424 shares; 2025Q1: 2,635 shares; 2025Q2: 3,107 shares; 2025Q3: 3,061 shares; 2025Q4: 3,067 shares; 2026Q1: 3,050 shares; 2026Q2: 2,996 shares 2,996 $761K 0.1% -54 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: 307 shares; 2025Q2: 307 shares; 2025Q3: 307 shares; 2025Q4: 307 shares; 2026Q1: 7,679 shares; 2026Q2: 7,681 shares 7,681 $741K 0.09% +2 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,327 shares; 2024Q4: 3,435 shares; 2025Q1: 3,984 shares; 2025Q2: 3,903 shares; 2025Q3: 4,286 shares; 2025Q4: 4,317 shares; 2026Q1: 4,381 shares; 2026Q2: 4,462 shares 4,462 $740K 0.09% +81 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: 757 shares; 2024Q4: 782 shares; 2025Q1: 852 shares; 2025Q2: 852 shares; 2025Q3: 852 shares; 2025Q4: 852 shares; 2026Q1: 1,152 shares; 2026Q2: 1,256 shares 1,256 $730K 0.09% +104 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,963 shares; 2024Q4: 13,302 shares; 2025Q1: 11,135 shares; 2025Q2: 8,329 shares; 2025Q3: 7,754 shares; 2025Q4: 7,846 shares; 2026Q1: 6,761 shares; 2026Q2: 6,774 shares 6,774 $729K 0.09% +13 Timeline BPRE BLUEROCK PVT REAL ESTATE FD More: the full row for BLUEROCK PVT REAL ESTATE 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: 123,796 shares; 2026Q1: 111,862 shares; 2026Q2: 55,783 shares 55,783 $726K 0.09% -56,079 Timeline RWJ 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: 10,573 shares; 2024Q4: 11,576 shares; 2025Q1: 11,029 shares; 2025Q2: 11,080 shares; 2025Q3: 11,610 shares; 2025Q4: 11,613 shares; 2026Q1: 12,176 shares; 2026Q2: 12,186 shares 12,186 $725K 0.09% +10 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: 2,675 shares; 2024Q4: 2,581 shares; 2025Q1: 2,887 shares; 2025Q2: 2,941 shares; 2025Q3: 2,861 shares; 2025Q4: 3,507 shares; 2026Q1: 3,896 shares; 2026Q2: 3,923 shares 3,923 $710K 0.09% +27 Timeline RMBS RAMBUS INC DEL More: the full row for RAMBUS INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 50 shares; 2024Q4: not reported; 2025Q1: 496 shares; 2025Q2: 496 shares; 2025Q3: 4,806 shares; 2025Q4: 4,856 shares; 2026Q1: 4,906 shares; 2026Q2: 5,316 shares 5,316 $706K 0.09% +410 Timeline PKW 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: 10,501 shares; 2024Q4: 7,001 shares; 2025Q1: 7,001 shares; 2025Q2: 7,002 shares; 2025Q3: 6,502 shares; 2025Q4: 6,502 shares; 2026Q1: 4,919 shares; 2026Q2: 4,919 shares 4,919 $697K 0.09% 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: 6,239 shares; 2024Q4: 5,629 shares; 2025Q1: 5,731 shares; 2025Q2: 5,546 shares; 2025Q3: 5,103 shares; 2025Q4: 5,112 shares; 2026Q1: 4,628 shares; 2026Q2: 4,576 shares 4,576 $679K 0.09% -52 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: 4,344 shares; 2024Q4: 4,362 shares; 2025Q1: 4,559 shares; 2025Q2: 4,632 shares; 2025Q3: 4,626 shares; 2025Q4: 4,649 shares; 2026Q1: 4,669 shares; 2026Q2: 4,514 shares 4,514 $662K 0.08% -155 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: 1,493 shares; 2024Q4: 1,493 shares; 2025Q1: 1,493 shares; 2025Q2: 1,493 shares; 2025Q3: 1,493 shares; 2025Q4: 1,493 shares; 2026Q1: 1,493 shares; 2026Q2: 1,493 shares 1,493 $644K 0.08% 0 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,108 shares; 2024Q4: 3,112 shares; 2025Q1: 5,537 shares; 2025Q2: 5,671 shares; 2025Q3: 5,436 shares; 2025Q4: 5,452 shares; 2026Q1: 5,467 shares; 2026Q2: 5,380 shares 5,380 $632K 0.08% -87 Timeline BIDD BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 286,438 shares; 2025Q1: 184,274 shares; 2025Q2: 74,190 shares; 2025Q3: 17,338 shares; 2025Q4: 16,970 shares; 2026Q1: 18,469 shares; 2026Q2: 21,017 shares 21,017 $631K 0.08% +2,548 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,782 shares; 2024Q4: 7,800 shares; 2025Q1: 7,903 shares; 2025Q2: 6,986 shares; 2025Q3: 6,922 shares; 2025Q4: 6,941 shares; 2026Q1: 7,080 shares; 2026Q2: 7,218 shares 7,218 $617K 0.08% +138 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,566 shares; 2024Q4: 1,566 shares; 2025Q1: 1,566 shares; 2025Q2: 1,566 shares; 2025Q3: 4,526 shares; 2025Q4: 4,664 shares; 2026Q1: 6,246 shares; 2026Q2: 6,571 shares 6,571 $609K 0.08% +325 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,580 shares; 2024Q4: 2,699 shares; 2025Q1: 974 shares; 2025Q2: 975 shares; 2025Q3: 5,098 shares; 2025Q4: 5,132 shares; 2026Q1: 5,168 shares; 2026Q2: 5,205 shares 5,205 $608K 0.08% +37 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,296 shares; 2024Q4: 13,297 shares; 2025Q1: 13,298 shares; 2025Q2: 13,298 shares; 2025Q3: 13,144 shares; 2025Q4: 5,448 shares; 2026Q1: 5,448 shares; 2026Q2: 5,403 shares 5,403 $596K 0.08% -45 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: 5,218 shares; 2024Q4: 15,466 shares; 2025Q1: 17,559 shares; 2025Q2: 17,658 shares; 2025Q3: 17,754 shares; 2025Q4: 17,437 shares; 2026Q1: 18,323 shares; 2026Q2: 18,405 shares 18,405 $584K 0.07% +82 Timeline VBR 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: 1,664 shares; 2024Q4: 2,442 shares; 2025Q1: 2,443 shares; 2025Q2: 2,433 shares; 2025Q3: 2,396 shares; 2025Q4: 2,398 shares; 2026Q1: 2,398 shares; 2026Q2: 2,392 shares 2,392 $581K 0.07% -6 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,573 shares; 2024Q4: 2,763 shares; 2025Q1: 5,437 shares; 2025Q2: 5,568 shares; 2025Q3: 6,138 shares; 2025Q4: 6,238 shares; 2026Q1: 4,894 shares; 2026Q2: 4,929 shares 4,929 $575K 0.07% +35 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,430 shares; 2024Q4: 1,380 shares; 2025Q1: 1,380 shares; 2025Q2: 1,380 shares; 2025Q3: 1,380 shares; 2025Q4: 1,380 shares; 2026Q1: 1,380 shares; 2026Q2: 1,417 shares 1,417 $564K 0.07% +37 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: 1,482 shares; 2024Q4: 1,593 shares; 2025Q1: 1,893 shares; 2025Q2: 1,874 shares; 2025Q3: 1,875 shares; 2025Q4: 1,824 shares; 2026Q1: 1,825 shares; 2026Q2: 1,789 shares 1,789 $533K 0.07% -36 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,521 shares; 2024Q4: 2,521 shares; 2025Q1: 2,521 shares; 2025Q2: 2,471 shares; 2025Q3: 2,446 shares; 2025Q4: 3,958 shares; 2026Q1: 3,503 shares; 2026Q2: 3,404 shares 3,404 $518K 0.07% -99 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: 45,957 shares; 2024Q4: 45,120 shares; 2025Q1: 46,555 shares; 2025Q2: 46,912 shares; 2025Q3: 45,912 shares; 2025Q4: 37,756 shares; 2026Q1: 37,239 shares; 2026Q2: 36,677 shares 36,677 $510K 0.06% -562 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: 16,041 shares; 2024Q4: 15,306 shares; 2025Q1: 14,432 shares; 2025Q2: 13,972 shares; 2025Q3: 11,997 shares; 2025Q4: 10,594 shares; 2026Q1: 10,155 shares; 2026Q2: 9,525 shares 9,525 $482K 0.06% -630 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: 6,120 shares; 2024Q4: 6,047 shares; 2025Q1: 5,975 shares; 2025Q2: 6,049 shares; 2025Q3: 5,991 shares; 2025Q4: 6,015 shares; 2026Q1: 6,308 shares; 2026Q2: 6,334 shares 6,334 $456K 0.06% +26 Timeline AIRR FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 662 shares; 2024Q4: 461 shares; 2025Q1: 462 shares; 2025Q2: 462 shares; 2025Q3: 1,932 shares; 2025Q4: 3,033 shares; 2026Q1: 3,135 shares; 2026Q2: 3,395 shares 3,395 $452K 0.06% +260 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,324 shares; 2024Q4: 3,325 shares; 2025Q1: 3,238 shares; 2025Q2: 3,238 shares; 2025Q3: 3,287 shares; 2025Q4: 4,217 shares; 2026Q1: 4,218 shares; 2026Q2: 4,225 shares 4,225 $450K 0.06% +7 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,666 shares; 2024Q4: 3,332 shares; 2025Q1: 3,332 shares; 2025Q2: 3,332 shares; 2025Q3: 3,270 shares; 2025Q4: 3,195 shares; 2026Q1: 3,235 shares; 2026Q2: 16,176 shares 16,176 $443K 0.06% +12,941 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: 6,764 shares; 2024Q4: 5,902 shares; 2025Q1: 5,711 shares; 2025Q2: 5,390 shares; 2025Q3: 4,700 shares; 2025Q4: 9,141 shares; 2026Q1: 8,372 shares; 2026Q2: 8,319 shares 8,319 $442K 0.06% -53 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: 4,884 shares; 2024Q4: 4,599 shares; 2025Q1: 4,279 shares; 2025Q2: 4,243 shares; 2025Q3: 4,296 shares; 2025Q4: 4,271 shares; 2026Q1: 4,243 shares; 2026Q2: 4,255 shares 4,255 $435K 0.05% +12 Timeline XLG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 96,021 shares; 2025Q3: 206,829 shares; 2025Q4: 246,889 shares; 2026Q1: 136,176 shares; 2026Q2: 7,062 shares 7,062 $432K 0.05% -129,114 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,105 shares; 2024Q4: 7,131 shares; 2025Q1: 7,131 shares; 2025Q2: 6,145 shares; 2025Q3: 6,238 shares; 2025Q4: 6,247 shares; 2026Q1: 6,247 shares; 2026Q2: 6,250 shares 6,250 $428K 0.05% +3 Timeline WWD WOODWARD INC More: the full row for WOODWARD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 850 shares; 2024Q4: 851 shares; 2025Q1: 751 shares; 2025Q2: 751 shares; 2025Q3: 771 shares; 2025Q4: 772 shares; 2026Q1: 979 shares; 2026Q2: 999 shares 999 $425K 0.05% +20 Timeline FBT FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 100 shares; 2024Q4: 101 shares; 2025Q1: 441 shares; 2025Q2: 441 shares; 2025Q3: 441 shares; 2025Q4: 441 shares; 2026Q1: 1,191 shares; 2026Q2: 1,716 shares 1,716 $425K 0.05% +525 Timeline RSPS 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: 16,735 shares; 2024Q4: 16,721 shares; 2025Q1: 15,353 shares; 2025Q2: 14,910 shares; 2025Q3: 14,640 shares; 2025Q4: 14,400 shares; 2026Q1: 14,146 shares; 2026Q2: 14,079 shares 14,079 $422K 0.05% -67 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: 7,223 shares; 2024Q4: 7,905 shares; 2025Q1: 7,529 shares; 2025Q2: 7,532 shares; 2025Q3: 7,273 shares; 2025Q4: 7,276 shares; 2026Q1: 7,280 shares; 2026Q2: 7,283 shares 7,283 $415K 0.05% +3 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: 2,400 shares; 2024Q4: 2,400 shares; 2025Q1: 2,400 shares; 2025Q2: 2,400 shares; 2025Q3: 2,400 shares; 2025Q4: 2,400 shares; 2026Q1: 2,400 shares; 2026Q2: 2,400 shares 2,400 $408K 0.05% 0 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,371 shares; 2024Q4: 51,052 shares; 2025Q1: 44,688 shares; 2025Q2: 5,415 shares; 2025Q3: 5,333 shares; 2025Q4: 4,528 shares; 2026Q1: 4,512 shares; 2026Q2: 3,904 shares 3,904 $399K 0.05% -608 Timeline HLT HILTON WORLDWIDE HLDGS INC More: the full row for HILTON WORLDWIDE 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: not reported; 2026Q2: 1,202 shares 1,202 $397K 0.05% new Timeline FSIG FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 25,094 shares; 2025Q4: 25,430 shares; 2026Q1: 25,721 shares; 2026Q2: 20,960 shares 20,960 $395K 0.05% -4,761 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: 8,571 shares; 2024Q4: 9,498 shares; 2025Q1: 10,056 shares; 2025Q2: 2,041 shares; 2025Q3: 1,292 shares; 2025Q4: 789 shares; 2026Q1: 625 shares; 2026Q2: 598 shares 598 $383K 0.05% -27 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: 1,853 shares; 2024Q4: 1,854 shares; 2025Q1: 1,851 shares; 2025Q2: 1,851 shares; 2025Q3: 1,852 shares; 2025Q4: 1,854 shares; 2026Q1: 1,854 shares; 2026Q2: 1,855 shares 1,855 $367K 0.05% +1 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 485 shares; 2024Q4: 416 shares; 2025Q1: 436 shares; 2025Q2: 417 shares; 2025Q3: 411 shares; 2025Q4: 478 shares; 2026Q1: 403 shares; 2026Q2: 977 shares 977 $365K 0.05% +574 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 629 shares 629 $363K 0.05% new 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: 682 shares; 2024Q4: 682 shares; 2025Q1: 682 shares; 2025Q2: 367 shares; 2025Q3: 343 shares; 2025Q4: 343 shares; 2026Q1: 313 shares; 2026Q2: 1,383 shares 1,383 $353K 0.04% +1,070 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,172 shares; 2024Q4: 3,174 shares; 2025Q1: 3,174 shares; 2025Q2: 3,176 shares; 2025Q3: 3,244 shares; 2025Q4: 3,248 shares; 2026Q1: 3,246 shares; 2026Q2: 3,314 shares 3,314 $344K 0.04% +68 Timeline ARTY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,875 shares; 2024Q4: 27,517 shares; 2025Q1: 29,899 shares; 2025Q2: 4,998 shares; 2025Q3: 4,964 shares; 2025Q4: 4,648 shares; 2026Q1: 4,642 shares; 2026Q2: 4,469 shares 4,469 $340K 0.04% -173 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,163 shares; 2024Q4: 4,163 shares; 2025Q1: 4,163 shares; 2025Q2: 3,910 shares; 2025Q3: 3,896 shares; 2025Q4: 3,078 shares; 2026Q1: 3,078 shares; 2026Q2: 3,500 shares 3,500 $338K 0.04% +422 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,342 shares; 2024Q4: 12,355 shares; 2025Q1: 12,557 shares; 2025Q2: 12,007 shares; 2025Q3: 11,839 shares; 2025Q4: 11,852 shares; 2026Q1: 11,863 shares; 2026Q2: 7,216 shares 7,216 $336K 0.04% -4,647 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: 1,691 shares; 2024Q4: 1,692 shares; 2025Q1: 2,099 shares; 2025Q2: 2,099 shares; 2025Q3: 1,980 shares; 2025Q4: 2,015 shares; 2026Q1: 2,211 shares; 2026Q2: 2,212 shares 2,212 $324K 0.04% +1 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,021 shares; 2024Q4: 3,855 shares; 2025Q1: 3,753 shares; 2025Q2: 3,303 shares; 2025Q3: 3,152 shares; 2025Q4: 2,719 shares; 2026Q1: 2,730 shares; 2026Q2: 2,754 shares 2,754 $323K 0.04% +24 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: 3,415 shares; 2024Q4: 3,264 shares; 2025Q1: 3,786 shares; 2025Q2: 3,323 shares; 2025Q3: 3,325 shares; 2025Q4: 3,304 shares; 2026Q1: 3,383 shares; 2026Q2: 3,336 shares 3,336 $321K 0.04% -47 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: 449 shares; 2024Q4: 389 shares; 2025Q1: 520 shares; 2025Q2: 572 shares; 2025Q3: 498 shares; 2025Q4: 492 shares; 2026Q1: 758 shares; 2026Q2: 759 shares 759 $315K 0.04% +1 Timeline SPSM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,512 shares; 2024Q4: 6,021 shares; 2025Q1: 6,027 shares; 2025Q2: 6,034 shares; 2025Q3: 5,719 shares; 2025Q4: 5,442 shares; 2026Q1: 5,446 shares; 2026Q2: 5,451 shares 5,451 $314K 0.04% +5 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: 81 shares; 2024Q4: 81 shares; 2025Q1: 82 shares; 2025Q2: 509 shares; 2025Q3: 499 shares; 2025Q4: 501 shares; 2026Q1: 489 shares; 2026Q2: 491 shares 491 $311K 0.04% +2 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: 2,062 shares; 2024Q4: 2,062 shares; 2025Q1: 2,062 shares; 2025Q2: 1,454 shares; 2025Q3: 1,460 shares; 2025Q4: 2,920 shares; 2026Q1: 2,642 shares; 2026Q2: 2,642 shares 2,642 $310K 0.04% 0 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 529 shares; 2024Q4: 229 shares; 2025Q1: 254 shares; 2025Q2: 279 shares; 2025Q3: 254 shares; 2025Q4: 292 shares; 2026Q1: 288 shares; 2026Q2: 289 shares 289 $307K 0.04% +1 Timeline BEPC BROOKFIELD RENEWABLE CORP More: the full row for BROOKFIELD RENEWABLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,036 shares; 2025Q1: 2,050 shares; 2025Q2: 3,061 shares; 2025Q3: 4,503 shares; 2025Q4: 4,527 shares; 2026Q1: 6,897 shares; 2026Q2: 8,226 shares 8,226 $305K 0.04% +1,329 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: 1,047 shares; 2024Q4: 1,047 shares; 2025Q1: 1,047 shares; 2025Q2: 1,047 shares; 2025Q3: 1,047 shares; 2025Q4: 1,053 shares; 2026Q1: 1,053 shares; 2026Q2: 1,276 shares 1,276 $304K 0.04% +223 Timeline ILTB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,223 shares; 2024Q4: 8,237 shares; 2025Q1: 7,378 shares; 2025Q2: 7,389 shares; 2025Q3: 7,400 shares; 2025Q4: 7,314 shares; 2026Q1: 6,209 shares; 2026Q2: 5,791 shares 5,791 $285K 0.04% -418 Timeline LGLV 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: 4,768 shares; 2024Q4: 3,755 shares; 2025Q1: 3,755 shares; 2025Q2: 3,718 shares; 2025Q3: 2,108 shares; 2025Q4: 2,108 shares; 2026Q1: 2,108 shares; 2026Q2: 1,572 shares 1,572 $285K 0.04% -536 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: 745 shares; 2024Q4: 721 shares; 2025Q1: 766 shares; 2025Q2: 767 shares; 2025Q3: 767 shares; 2025Q4: 768 shares; 2026Q1: 769 shares; 2026Q2: 802 shares 802 $283K 0.04% +33 Timeline PFG PRINCIPAL FINANCIAL GROUP IN More: the full row for PRINCIPAL FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,479 shares; 2024Q4: 2,479 shares; 2025Q1: 2,501 shares; 2025Q2: 2,524 shares; 2025Q3: 2,548 shares; 2025Q4: 2,570 shares; 2026Q1: 2,593 shares; 2026Q2: 2,613 shares 2,613 $282K 0.04% +20 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: 2,531 shares; 2024Q4: 2,531 shares; 2025Q1: 2,698 shares; 2025Q2: 2,540 shares; 2025Q3: 2,555 shares; 2025Q4: 2,492 shares; 2026Q1: 2,056 shares; 2026Q2: 2,058 shares 2,058 $279K 0.04% +2 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: 199 shares; 2024Q4: 199 shares; 2025Q1: 199 shares; 2025Q2: 199 shares; 2025Q3: 200 shares; 2025Q4: 200 shares; 2026Q1: 200 shares; 2026Q2: 240 shares 240 $277K 0.03% +40 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 795 shares; 2024Q4: 795 shares; 2025Q1: 795 shares; 2025Q2: 795 shares; 2025Q3: 795 shares; 2025Q4: 795 shares; 2026Q1: 795 shares; 2026Q2: 795 shares 795 $274K 0.03% 0 Timeline NVT NVENT ELEC PLC More: the full row for NVENT ELEC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 745 shares; 2025Q1: 1,587 shares; 2025Q2: 1,590 shares; 2025Q3: 1,590 shares; 2025Q4: 1,590 shares; 2026Q1: 1,590 shares; 2026Q2: 1,613 shares 1,613 $274K 0.03% +23 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: 146 shares; 2024Q4: 910 shares; 2025Q1: 910 shares; 2025Q2: 910 shares; 2025Q3: 910 shares; 2025Q4: 911 shares; 2026Q1: 911 shares; 2026Q2: 911 shares 911 $272K 0.03% 0 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: 429 shares; 2024Q4: 430 shares; 2025Q1: 430 shares; 2025Q2: 365 shares; 2025Q3: 381 shares; 2025Q4: 418 shares; 2026Q1: 366 shares; 2026Q2: 560 shares 560 $267K 0.03% +194 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: 750 shares; 2024Q4: 755 shares; 2025Q1: 723 shares; 2025Q2: 674 shares; 2025Q3: 689 shares; 2025Q4: 689 shares; 2026Q1: 690 shares; 2026Q2: 775 shares 775 $266K 0.03% +85 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 957 shares; 2024Q4: 959 shares; 2025Q1: 1,311 shares; 2025Q2: 1,039 shares; 2025Q3: 965 shares; 2025Q4: 968 shares; 2026Q1: 970 shares; 2026Q2: 972 shares 972 $263K 0.03% +2 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: 1,000 shares; 2025Q2: 1,370 shares; 2025Q3: 1,370 shares; 2025Q4: 2,620 shares; 2026Q1: 2,620 shares; 2026Q2: 2,920 shares 2,920 $259K 0.03% +300 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: 599 shares; 2024Q4: 591 shares; 2025Q1: 948 shares; 2025Q2: 1,064 shares; 2025Q3: 1,066 shares; 2025Q4: 1,067 shares; 2026Q1: 1,069 shares; 2026Q2: 1,223 shares 1,223 $256K 0.03% +154 Timeline LPLA LPL FINL HLDGS INC More: the full row for LPL FINL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 863 shares; 2024Q4: 864 shares; 2025Q1: 864 shares; 2025Q2: 865 shares; 2025Q3: 865 shares; 2025Q4: 866 shares; 2026Q1: 866 shares; 2026Q2: 867 shares 867 $244K 0.03% +1 Timeline WTFC WINTRUST FINL CORP More: the full row for WINTRUST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,560 shares; 2024Q4: 1,560 shares; 2025Q1: 1,560 shares; 2025Q2: 1,560 shares; 2025Q3: 1,560 shares; 2025Q4: 1,560 shares; 2026Q1: 1,510 shares; 2026Q2: 1,510 shares 1,510 $243K 0.03% 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: 3,398 shares; 2024Q4: 2,381 shares; 2025Q1: 2,381 shares; 2025Q2: 2,654 shares; 2025Q3: 2,973 shares; 2025Q4: 2,937 shares; 2026Q1: 2,937 shares; 2026Q2: 2,965 shares 2,965 $241K 0.03% +28 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: 1,980 shares; 2024Q4: 1,980 shares; 2025Q1: 1,980 shares; 2025Q2: 1,452 shares; 2025Q3: 1,950 shares; 2025Q4: 1,950 shares; 2026Q1: 4,214 shares; 2026Q2: 4,502 shares 4,502 $241K 0.03% +288 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: 3,716 shares; 2024Q4: 3,718 shares; 2025Q1: 1,766 shares; 2025Q2: 1,772 shares; 2025Q3: 1,778 shares; 2025Q4: 1,676 shares; 2026Q1: 1,863 shares; 2026Q2: 1,866 shares 1,866 $240K 0.03% +3 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: 1,047 shares; 2024Q4: 825 shares; 2025Q1: 1,715 shares; 2025Q2: 1,718 shares; 2025Q3: 1,617 shares; 2025Q4: 1,619 shares; 2026Q1: 1,621 shares; 2026Q2: 1,701 shares 1,701 $238K 0.03% +80 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 430 shares; 2024Q4: 381 shares; 2025Q1: 381 shares; 2025Q2: 381 shares; 2025Q3: 388 shares; 2025Q4: 388 shares; 2026Q1: 313 shares; 2026Q2: 313 shares 313 $237K 0.03% 0 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,751 shares; 2024Q4: 6,208 shares; 2025Q1: 10,259 shares; 2025Q2: 10,356 shares; 2025Q3: 10,290 shares; 2025Q4: 10,656 shares; 2026Q1: 10,947 shares; 2026Q2: 11,258 shares 11,258 $233K 0.03% +311 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: 347 shares; 2024Q4: 347 shares; 2025Q1: 347 shares; 2025Q2: 347 shares; 2025Q3: 410 shares; 2025Q4: 347 shares; 2026Q1: 454 shares; 2026Q2: 455 shares 455 $232K 0.03% +1 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: 1,950 shares; 2024Q4: 1,950 shares; 2025Q1: 1,950 shares; 2025Q2: 1,950 shares; 2025Q3: 1,950 shares; 2025Q4: 1,950 shares; 2026Q1: 1,950 shares; 2026Q2: 2,028 shares 2,028 $232K 0.03% +78 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,800 shares; 2024Q4: 1,800 shares; 2025Q1: 2,339 shares; 2025Q2: 2,339 shares; 2025Q3: 2,339 shares; 2025Q4: 2,339 shares; 2026Q1: 3,871 shares; 2026Q2: 4,587 shares 4,587 $232K 0.03% +716 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 832 shares; 2024Q4: 630 shares; 2025Q1: 631 shares; 2025Q2: 632 shares; 2025Q3: 635 shares; 2025Q4: 635 shares; 2026Q1: 636 shares; 2026Q2: 627 shares 627 $232K 0.03% -9 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 86 shares; 2025Q1: 86 shares; 2025Q2: 86 shares; 2025Q3: 90 shares; 2025Q4: 87 shares; 2026Q1: 87 shares; 2026Q2: 239 shares 239 $230K 0.03% +152 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: 2,175 shares; 2025Q3: 2,175 shares; 2025Q4: 2,175 shares; 2026Q1: 2,215 shares; 2026Q2: 2,265 shares 2,265 $230K 0.03% +50 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: 13 shares; 2024Q4: not reported; 2025Q1: 75 shares; 2025Q2: 3,786 shares; 2025Q3: 4,429 shares; 2025Q4: 140 shares; 2026Q1: 140 shares; 2026Q2: 2,232 shares 2,232 $228K 0.03% +2,092 Timeline PNR PENTAIR PLC More: the full row for PENTAIR PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,933 shares; 2025Q1: 2,941 shares; 2025Q2: 2,948 shares; 2025Q3: 2,948 shares; 2025Q4: 2,948 shares; 2026Q1: 2,948 shares; 2026Q2: 2,948 shares 2,948 $226K 0.03% 0 Timeline PZA INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 9,620 shares 9,620 $226K 0.03% new 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: 266 shares; 2024Q4: 270 shares; 2025Q1: 992 shares; 2025Q2: 1,180 shares; 2025Q3: 1,464 shares; 2025Q4: 1,540 shares; 2026Q1: 1,964 shares; 2026Q2: 4,277 shares 4,277 $221K 0.03% +2,313 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: 1,084 shares; 2024Q4: 1,070 shares; 2025Q1: 1,022 shares; 2025Q2: 776 shares; 2025Q3: 606 shares; 2025Q4: 606 shares; 2026Q1: 662 shares; 2026Q2: 708 shares 708 $215K 0.03% +46 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: 1,706 shares; 2024Q4: 1,313 shares; 2025Q1: 1,123 shares; 2025Q2: 1,123 shares; 2025Q3: 3,597 shares; 2025Q4: 4,097 shares; 2026Q1: 3,553 shares; 2026Q2: 2,966 shares 2,966 $214K 0.03% -587 Timeline MSIF MSC INCOME FUND INC More: the full row for MSC INCOME FUND 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: 2,062 shares; 2025Q4: 3,294 shares; 2026Q1: 7,343 shares; 2026Q2: 18,315 shares 18,315 $212K 0.03% +10,972 Timeline IOO ISHARES TR More: the full row for ISHARES TR 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 $205K 0.03% 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: 2,792 shares; 2024Q4: 2,814 shares; 2025Q1: 2,821 shares; 2025Q2: 2,833 shares; 2025Q3: 2,841 shares; 2025Q4: 2,943 shares; 2026Q1: 2,946 shares; 2026Q2: 2,878 shares 2,878 $205K 0.03% -68 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: 881 shares 881 $197K 0.02% 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: 880 shares 880 $195K 0.02% new 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: 1,001 shares; 2024Q4: 886 shares; 2025Q1: 888 shares; 2025Q2: 889 shares; 2025Q3: 907 shares; 2025Q4: 904 shares; 2026Q1: 906 shares; 2026Q2: 855 shares 855 $191K 0.02% -51 Timeline PPG PPG INDS INC More: the full row for PPG INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,298 shares; 2024Q4: 2,223 shares; 2025Q1: 2,223 shares; 2025Q2: 1,723 shares; 2025Q3: 1,723 shares; 2025Q4: 1,573 shares; 2026Q1: 1,573 shares; 2026Q2: 1,573 shares 1,573 $191K 0.02% 0 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,373 shares; 2024Q4: 1,376 shares; 2025Q1: 1,379 shares; 2025Q2: 1,382 shares; 2025Q3: 1,384 shares; 2025Q4: 1,386 shares; 2026Q1: 1,388 shares; 2026Q2: 1,391 shares 1,391 $190K 0.02% +3 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: 392 shares; 2024Q4: 392 shares; 2025Q1: 392 shares; 2025Q2: 392 shares; 2025Q3: 365 shares; 2025Q4: 365 shares; 2026Q1: 335 shares; 2026Q2: 335 shares 335 $188K 0.02% 0 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 298 shares; 2024Q4: 299 shares; 2025Q1: 528 shares; 2025Q2: 503 shares; 2025Q3: 504 shares; 2025Q4: 505 shares; 2026Q1: 506 shares; 2026Q2: 527 shares 527 $187K 0.02% +21 Timeline SPTS SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,515 shares; 2024Q4: 3,504 shares; 2025Q1: 4,091 shares; 2025Q2: 4,737 shares; 2025Q3: 4,944 shares; 2025Q4: 4,455 shares; 2026Q1: 4,911 shares; 2026Q2: 6,328 shares 6,328 $184K 0.02% +1,417 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 177 shares; 2024Q4: 177 shares; 2025Q1: 1,769 shares; 2025Q2: 1,769 shares; 2025Q3: 2,121 shares; 2025Q4: 2,241 shares; 2026Q1: 2,242 shares; 2026Q2: 2,324 shares 2,324 $179K 0.02% +82 Timeline APA APA CORPORATION More: the full row for APA CORPORATION Quarterly shares; 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: 3,510 shares; 2026Q2: 5,468 shares 5,468 $178K 0.02% +1,958 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: 430 shares; 2024Q4: 880 shares; 2025Q1: 1,555 shares; 2025Q2: 1,576 shares; 2025Q3: 1,708 shares; 2025Q4: 2,818 shares; 2026Q1: 2,393 shares; 2026Q2: 2,028 shares 2,028 $176K 0.02% -365 Timeline RPG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,740 shares; 2024Q4: 2,740 shares; 2025Q1: 2,740 shares; 2025Q2: 2,740 shares; 2025Q3: 2,740 shares; 2025Q4: 2,740 shares; 2026Q1: 2,740 shares; 2026Q2: 2,740 shares 2,740 $175K 0.02% 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: 223 shares; 2024Q4: 224 shares; 2025Q1: 234 shares; 2025Q2: 235 shares; 2025Q3: 235 shares; 2025Q4: 235 shares; 2026Q1: 236 shares; 2026Q2: 461 shares 461 $174K 0.02% +225 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: 104 shares; 2024Q4: 124 shares; 2025Q1: 128 shares; 2025Q2: 128 shares; 2025Q3: 154 shares; 2025Q4: 154 shares; 2026Q1: 226 shares; 2026Q2: 226 shares 226 $172K 0.02% 0 Timeline VGLT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 44,064 shares; 2024Q4: 39,738 shares; 2025Q1: 4,394 shares; 2025Q2: 3,583 shares; 2025Q3: 3,528 shares; 2025Q4: 3,139 shares; 2026Q1: 3,140 shares; 2026Q2: 3,120 shares 3,120 $172K 0.02% -20 Timeline FANG DIAMONDBACK ENERGY INC More: the full row for DIAMONDBACK ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 981 shares; 2024Q4: 981 shares; 2025Q1: 981 shares; 2025Q2: 981 shares; 2025Q3: 981 shares; 2025Q4: 981 shares; 2026Q1: 981 shares; 2026Q2: 981 shares 981 $172K 0.02% 0 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 400 shares; 2024Q4: 400 shares; 2025Q1: 400 shares; 2025Q2: 400 shares; 2025Q3: 400 shares; 2025Q4: 400 shares; 2026Q1: 400 shares; 2026Q2: 400 shares 400 $171K 0.02% 0 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 320 shares; 2024Q4: 583 shares; 2025Q1: 984 shares; 2025Q2: 987 shares; 2025Q3: 845 shares; 2025Q4: 699 shares; 2026Q1: 704 shares; 2026Q2: 786 shares 786 $170K 0.02% +82 Timeline SHLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 50,524 shares; 2025Q4: 71,740 shares; 2026Q1: 84,683 shares; 2026Q2: 2,832 shares 2,832 $169K 0.02% -81,851 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: 658 shares; 2024Q4: 658 shares; 2025Q1: 1,298 shares; 2025Q2: 1,298 shares; 2025Q3: 1,298 shares; 2025Q4: 1,298 shares; 2026Q1: 1,298 shares; 2026Q2: 1,324 shares 1,324 $167K 0.02% +26 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: 1,164 shares; 2024Q4: 1,167 shares; 2025Q1: 1,169 shares; 2025Q2: 1,171 shares; 2025Q3: 1,201 shares; 2025Q4: 1,202 shares; 2026Q1: 2,203 shares; 2026Q2: 876 shares 876 $166K 0.02% -1,327 Timeline OSBC OLD SECOND BANCORP INC DEL More: the full row for OLD SECOND BANCORP INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,513 shares; 2024Q4: 5,513 shares; 2025Q1: 5,513 shares; 2025Q2: 5,513 shares; 2025Q3: 7,125 shares; 2025Q4: 7,125 shares; 2026Q1: 7,125 shares; 2026Q2: 7,125 shares 7,125 $166K 0.02% 0 Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,592 shares; 2024Q4: 3,305 shares; 2025Q1: 3,305 shares; 2025Q2: 3,405 shares; 2025Q3: 3,405 shares; 2025Q4: 3,885 shares; 2026Q1: 3,405 shares; 2026Q2: 3,405 shares 3,405 $165K 0.02% 0 Timeline CW CURTISS WRIGHT CORP More: the full row for CURTISS WRIGHT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 102 shares; 2024Q4: 102 shares; 2025Q1: 217 shares; 2025Q2: 217 shares; 2025Q3: 217 shares; 2025Q4: 217 shares; 2026Q1: 217 shares; 2026Q2: 217 shares 217 $164K 0.02% 0 Timeline BKR BAKER HUGHES COMPANY More: the full row for BAKER HUGHES COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 506 shares; 2024Q4: 392 shares; 2025Q1: 1,485 shares; 2025Q2: 1,485 shares; 2025Q3: 1,485 shares; 2025Q4: 1,485 shares; 2026Q1: 1,485 shares; 2026Q2: 2,919 shares 2,919 $162K 0.02% +1,434 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: 73 shares; 2024Q4: 74 shares; 2025Q1: 74 shares; 2025Q2: 74 shares; 2025Q3: 74 shares; 2025Q4: 74 shares; 2026Q1: 75 shares; 2026Q2: 1,816 shares 1,816 $160K 0.02% +1,741 Timeline JPC NUVEEN PFD & INCOME OPPORTUN More: the full row for NUVEEN PFD & INCOME OPPORTUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,222 shares; 2024Q4: 20,222 shares; 2025Q1: 20,222 shares; 2025Q2: 20,222 shares; 2025Q3: 20,222 shares; 2025Q4: 20,222 shares; 2026Q1: 20,222 shares; 2026Q2: 20,222 shares 20,222 $159K 0.02% 0 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,550 shares; 2024Q4: 1,514 shares; 2025Q1: 1,517 shares; 2025Q2: 1,518 shares; 2025Q3: 1,518 shares; 2025Q4: 1,519 shares; 2026Q1: 1,519 shares; 2026Q2: 1,520 shares 1,520 $158K 0.02% +1 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: 383 shares; 2024Q4: 383 shares; 2025Q1: 473 shares; 2025Q2: 473 shares; 2025Q3: 473 shares; 2025Q4: 1,473 shares; 2026Q1: 1,573 shares; 2026Q2: 1,573 shares 1,573 $158K 0.02% 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: not reported; 2024Q4: not reported; 2025Q1: 1,366 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,001 shares 3,001 $157K 0.02% new Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 831 shares; 2024Q4: 831 shares; 2025Q1: 832 shares; 2025Q2: 832 shares; 2025Q3: 832 shares; 2025Q4: 832 shares; 2026Q1: 832 shares; 2026Q2: 832 shares 832 $156K 0.02% 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: 970 shares; 2024Q4: 971 shares; 2025Q1: 971 shares; 2025Q2: 972 shares; 2025Q3: 972 shares; 2025Q4: 972 shares; 2026Q1: 973 shares; 2026Q2: 973 shares 973 $154K 0.02% 0 Timeline ILCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,300 shares; 2024Q4: 1,300 shares; 2025Q1: 1,300 shares; 2025Q2: 1,300 shares; 2025Q3: 1,300 shares; 2025Q4: 1,300 shares; 2026Q1: 1,300 shares; 2026Q2: 1,300 shares 1,300 $152K 0.02% 0 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: 3,373 shares; 2024Q4: 3,400 shares; 2025Q1: 3,428 shares; 2025Q2: 3,458 shares; 2025Q3: 3,489 shares; 2025Q4: 3,522 shares; 2026Q1: 3,553 shares; 2026Q2: 3,583 shares 3,583 $149K 0.02% +30 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,024 shares; 2024Q4: 2,790 shares; 2025Q1: 2,470 shares; 2025Q2: 2,504 shares; 2025Q3: 2,515 shares; 2025Q4: 2,488 shares; 2026Q1: 2,489 shares; 2026Q2: 2,567 shares 2,567 $148K 0.02% +78 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,997 shares; 2024Q4: 2,000 shares; 2025Q1: 2,002 shares; 2025Q2: 1,803 shares; 2025Q3: 1,812 shares; 2025Q4: 1,758 shares; 2026Q1: 1,754 shares; 2026Q2: 1,757 shares 1,757 $146K 0.02% +3 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: 3,515 shares; 2024Q4: 3,515 shares; 2025Q1: 4,166 shares; 2025Q2: 4,176 shares; 2025Q3: 4,186 shares; 2025Q4: 4,347 shares; 2026Q1: 3,941 shares; 2026Q2: 3,951 shares 3,951 $146K 0.02% +10 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 687 shares; 2025Q3: 687 shares; 2025Q4: 687 shares; 2026Q1: 688 shares; 2026Q2: 718 shares 718 $144K 0.02% +30 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: 293 shares; 2024Q4: 294 shares; 2025Q1: 396 shares; 2025Q2: 398 shares; 2025Q3: 475 shares; 2025Q4: 477 shares; 2026Q1: 509 shares; 2026Q2: 507 shares 507 $143K 0.02% -2 Timeline PID 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: 6,450 shares; 2025Q1: 6,450 shares; 2025Q2: 6,450 shares; 2025Q3: 6,450 shares; 2025Q4: 6,450 shares; 2026Q1: 6,450 shares; 2026Q2: 6,450 shares 6,450 $143K 0.02% 0 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,786 shares; 2024Q4: 1,787 shares; 2025Q1: 1,788 shares; 2025Q2: 1,589 shares; 2025Q3: 1,590 shares; 2025Q4: 1,591 shares; 2026Q1: 861 shares; 2026Q2: 862 shares 862 $142K 0.02% +1 Timeline HUM HUMANA INC More: the full row for HUMANA 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: 356 shares; 2026Q2: 357 shares 357 $142K 0.02% +1 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 224 shares; 2024Q4: 394 shares; 2025Q1: 316 shares; 2025Q2: 316 shares; 2025Q3: 316 shares; 2025Q4: 316 shares; 2026Q1: 316 shares; 2026Q2: 350 shares 350 $138K 0.02% +34 Timeline HAE HAEMONETICS CORP MASS More: the full row for HAEMONETICS CORP MASS Quarterly shares; 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: 1,786 shares 1,786 $134K 0.02% new Timeline COIN COINBASE GLOBAL INC More: the full row for COINBASE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 765 shares; 2024Q4: 765 shares; 2025Q1: 810 shares; 2025Q2: 810 shares; 2025Q3: 910 shares; 2025Q4: 910 shares; 2026Q1: 910 shares; 2026Q2: 910 shares 910 $133K 0.02% 0 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: 204 shares; 2024Q4: 179 shares; 2025Q1: 179 shares; 2025Q2: 180 shares; 2025Q3: 195 shares; 2025Q4: 180 shares; 2026Q1: 180 shares; 2026Q2: 180 shares 180 $130K 0.02% 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: 758 shares 758 $130K 0.02% new Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 559 shares; 2024Q4: 1,118 shares; 2025Q1: 1,118 shares; 2025Q2: 1,118 shares; 2025Q3: 1,118 shares; 2025Q4: 1,118 shares; 2026Q1: 1,118 shares; 2026Q2: 1,118 shares 1,118 $128K 0.02% 0 Timeline BTC GRAYSCALE BITCOIN MINI TR ET More: the full row for GRAYSCALE BITCOIN MINI TR ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 5,122 shares; 2025Q1: 4,904 shares; 2025Q2: 4,904 shares; 2025Q3: 4,904 shares; 2025Q4: 4,899 shares; 2026Q1: 4,899 shares; 2026Q2: 4,899 shares 4,899 $127K 0.02% 0 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,350 shares; 2024Q4: 1,350 shares; 2025Q1: 1,350 shares; 2025Q2: 1,597 shares; 2025Q3: 1,741 shares; 2025Q4: 1,809 shares; 2026Q1: 1,757 shares; 2026Q2: 1,643 shares 1,643 $126K 0.02% -114 Timeline IGF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,835 shares; 2024Q4: 2,017 shares; 2025Q1: 2,007 shares; 2025Q2: 2,008 shares; 2025Q3: 1,949 shares; 2025Q4: 1,951 shares; 2026Q1: 1,951 shares; 2026Q2: 1,874 shares 1,874 $125K 0.02% -77 Timeline VCR VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 314 shares; 2025Q1: 314 shares; 2025Q2: 314 shares; 2025Q3: 314 shares; 2025Q4: 314 shares; 2026Q1: 314 shares; 2026Q2: 314 shares 314 $125K 0.02% 0 Timeline TAK TAKEDA PHARMACEUTICAL CO LTD More: the full row for TAKEDA PHARMACEUTICAL CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,150 shares; 2024Q4: 24,826 shares; 2025Q1: 22,548 shares; 2025Q2: 16,019 shares; 2025Q3: 16,112 shares; 2025Q4: 7,739 shares; 2026Q1: 7,604 shares; 2026Q2: 7,796 shares 7,796 $125K 0.02% +192 Timeline EEMV ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,887 shares; 2024Q4: 1,865 shares; 2025Q1: 1,837 shares; 2025Q2: 1,837 shares; 2025Q3: 1,701 shares; 2025Q4: 1,701 shares; 2026Q1: 1,701 shares; 2026Q2: 1,641 shares 1,641 $124K 0.02% -60 Timeline DXJ WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 710 shares; 2024Q4: 710 shares; 2025Q1: 710 shares; 2025Q2: 710 shares; 2025Q3: 710 shares; 2025Q4: 710 shares; 2026Q1: 710 shares; 2026Q2: 710 shares 710 $123K 0.02% 0 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 270 shares; 2024Q4: 270 shares; 2025Q1: 270 shares; 2025Q2: 271 shares; 2025Q3: 271 shares; 2025Q4: 271 shares; 2026Q1: 271 shares; 2026Q2: 307 shares 307 $122K 0.02% +36 Timeline PAVE GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 35,387 shares; 2024Q4: 33,232 shares; 2025Q1: 2,283 shares; 2025Q2: 1,853 shares; 2025Q3: 1,825 shares; 2025Q4: 1,815 shares; 2026Q1: 1,816 shares; 2026Q2: 2,052 shares 2,052 $121K 0.02% +236 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,200 shares 2,200 $120K 0.02% new 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: 352 shares; 2024Q4: 302 shares; 2025Q1: 303 shares; 2025Q2: 327 shares; 2025Q3: 328 shares; 2025Q4: 328 shares; 2026Q1: 329 shares; 2026Q2: 330 shares 330 $119K 0.01% +1 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: 300 shares; 2024Q4: 1,200 shares; 2025Q1: 4,008 shares; 2025Q2: 4,008 shares; 2025Q3: 4,008 shares; 2025Q4: 3,493 shares; 2026Q1: 3,493 shares; 2026Q2: 3,493 shares 3,493 $118K 0.01% 0 Timeline TTE TOTALENERGIES SE More: the full row for TOTALENERGIES SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,512 shares; 2026Q1: 1,512 shares; 2026Q2: 1,512 shares 1,512 $118K 0.01% 0 Timeline ICVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,288 shares; 2024Q4: 4,067 shares; 2025Q1: 5,166 shares; 2025Q2: 3,856 shares; 2025Q3: 3,594 shares; 2025Q4: 3,935 shares; 2026Q1: 3,399 shares; 2026Q2: 970 shares 970 $118K 0.01% -2,429 Timeline TAN INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,000 shares 2,000 $118K 0.01% new Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,763 shares; 2024Q4: 4,078 shares; 2025Q1: 5,830 shares; 2025Q2: 5,318 shares; 2025Q3: 5,015 shares; 2025Q4: 4,857 shares; 2026Q1: 4,865 shares; 2026Q2: 4,874 shares 4,874 $117K 0.01% +9 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: 691 shares; 2026Q1: 691 shares; 2026Q2: 718 shares 718 $117K 0.01% +27 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: not reported; 2024Q4: not reported; 2025Q1: 1,436 shares; 2025Q2: 1,436 shares; 2025Q3: 1,436 shares; 2025Q4: 1,436 shares; 2026Q1: 1,436 shares; 2026Q2: 1,494 shares 1,494 $116K 0.01% +58 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: 116 shares; 2024Q4: 99 shares; 2025Q1: 104 shares; 2025Q2: 99 shares; 2025Q3: 99 shares; 2025Q4: 99 shares; 2026Q1: 98 shares; 2026Q2: 98 shares 98 $115K 0.01% 0 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,074 shares; 2024Q4: 1,076 shares; 2025Q1: 1,297 shares; 2025Q2: 1,299 shares; 2025Q3: 1,323 shares; 2025Q4: 1,303 shares; 2026Q1: 2,804 shares; 2026Q2: 1,306 shares 1,306 $115K 0.01% -1,498 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,108 shares; 2024Q4: 2,938 shares; 2025Q1: 2,989 shares; 2025Q2: 3,190 shares; 2025Q3: 3,090 shares; 2025Q4: 2,543 shares; 2026Q1: 2,715 shares; 2026Q2: 2,722 shares 2,722 $115K 0.01% +7 Timeline VCLT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,441 shares; 2024Q4: 1,466 shares; 2025Q1: 1,478 shares; 2025Q2: 1,500 shares; 2025Q3: 1,450 shares; 2025Q4: 1,476 shares; 2026Q1: 1,489 shares; 2026Q2: 1,510 shares 1,510 $114K 0.01% +21 Timeline HIMU BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,971 shares; 2025Q2: 2,078 shares; 2025Q3: 2,252 shares; 2025Q4: 2,326 shares; 2026Q1: 2,491 shares; 2026Q2: 2,282 shares 2,282 $114K 0.01% -209 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 786 shares; 2024Q4: 751 shares; 2025Q1: 734 shares; 2025Q2: 734 shares; 2025Q3: 727 shares; 2025Q4: 751 shares; 2026Q1: 743 shares; 2026Q2: 744 shares 744 $113K 0.01% +1 Timeline FDL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,578 shares; 2024Q4: 2,428 shares; 2025Q1: 2,420 shares; 2025Q2: 2,433 shares; 2025Q3: 2,445 shares; 2025Q4: 2,460 shares; 2026Q1: 2,317 shares; 2026Q2: 2,327 shares 2,327 $113K 0.01% +10 Timeline FLS FLOWSERVE CORP More: the full row for FLOWSERVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,427 shares; 2025Q2: 1,427 shares; 2025Q3: 1,427 shares; 2025Q4: 1,427 shares; 2026Q1: 1,427 shares; 2026Q2: 1,525 shares 1,525 $113K 0.01% +98 Timeline STT STATE STR CORP More: the full row for STATE STR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 288 shares; 2024Q4: 288 shares; 2025Q1: 719 shares; 2025Q2: 719 shares; 2025Q3: 683 shares; 2025Q4: 683 shares; 2026Q1: 638 shares; 2026Q2: 661 shares 661 $112K 0.01% +23 Timeline EZU ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,594 shares; 2024Q4: 1,594 shares; 2025Q1: 1,770 shares; 2025Q2: 1,595 shares; 2025Q3: 1,595 shares; 2025Q4: 1,595 shares; 2026Q1: 1,592 shares; 2026Q2: 1,593 shares 1,593 $111K 0.01% +1 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,471 shares; 2025Q2: 1,239 shares; 2025Q3: 1,270 shares; 2025Q4: 1,239 shares; 2026Q1: 1,239 shares; 2026Q2: 1,313 shares 1,313 $109K 0.01% +74 Timeline AZN ASTRAZENECA PLC More: the full row for ASTRAZENECA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 552 shares; 2026Q2: 573 shares 573 $109K 0.01% +21 Timeline VSAT VIASAT INC More: the full row for VIASAT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,127 shares; 2025Q2: 1,127 shares; 2025Q3: 1,127 shares; 2025Q4: 1,127 shares; 2026Q1: 1,127 shares; 2026Q2: 1,219 shares 1,219 $109K 0.01% +92 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: 403 shares; 2024Q4: 403 shares; 2025Q1: 403 shares; 2025Q2: 403 shares; 2025Q3: 403 shares; 2025Q4: 403 shares; 2026Q1: 403 shares; 2026Q2: 403 shares 403 $108K 0.01% 0 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,175 shares; 2024Q4: 1,175 shares; 2025Q1: 1,175 shares; 2025Q2: 1,175 shares; 2025Q3: 1,175 shares; 2025Q4: 1,175 shares; 2026Q1: 1,175 shares; 2026Q2: 1,175 shares 1,175 $108K 0.01% 0 Timeline MMIT NYLIM ACTIVE ETF TR More: the full row for NYLIM ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,472 shares; 2024Q4: 5,076 shares; 2025Q1: 5,403 shares; 2025Q2: 5,409 shares; 2025Q3: 4,734 shares; 2025Q4: 4,664 shares; 2026Q1: 4,668 shares; 2026Q2: 4,422 shares 4,422 $108K 0.01% -246 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: 6,399 shares; 2024Q4: 7,189 shares; 2025Q1: 6,402 shares; 2025Q2: 6,404 shares; 2025Q3: 6,448 shares; 2025Q4: 1,344 shares; 2026Q1: 1,298 shares; 2026Q2: 1,300 shares 1,300 $107K 0.01% +2 Timeline SPHD INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,001 shares; 2024Q4: 2,001 shares; 2025Q1: 2,001 shares; 2025Q2: 2,001 shares; 2025Q3: 2,001 shares; 2025Q4: 2,001 shares; 2026Q1: 2,000 shares; 2026Q2: 2,000 shares 2,000 $102K 0.01% 0 Timeline FJP FIRST TR EXCH TRD ALPHDX FD More: the full row for FIRST TR EXCH TRD ALPHDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,400 shares; 2024Q4: 1,411 shares; 2025Q1: 1,411 shares; 2025Q2: 1,416 shares; 2025Q3: 1,315 shares; 2025Q4: 1,327 shares; 2026Q1: 1,328 shares; 2026Q2: 1,332 shares 1,332 $102K 0.01% +4 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: 3,377 shares; 2024Q4: 3,327 shares; 2025Q1: 2,667 shares; 2025Q2: 2,667 shares; 2025Q3: 807 shares; 2025Q4: 771 shares; 2026Q1: 286 shares; 2026Q2: 285 shares 285 $101K 0.01% -1 Timeline NTRS NORTHERN TR CORP More: the full row for NORTHERN TR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 725 shares; 2024Q4: 725 shares; 2025Q1: 725 shares; 2025Q2: 725 shares; 2025Q3: 653 shares; 2025Q4: 653 shares; 2026Q1: 562 shares; 2026Q2: 562 shares 562 $98K 0.01% 0 Timeline KRG KITE REALTY GROUP TRUST More: the full row for KITE REALTY GROUP TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,395 shares; 2024Q4: 3,395 shares; 2025Q1: 3,395 shares; 2025Q2: 3,395 shares; 2025Q3: 3,395 shares; 2025Q4: 3,395 shares; 2026Q1: 3,395 shares; 2026Q2: 3,395 shares 3,395 $96K 0.01% 0 Timeline SPYD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 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 $95K 0.01% 0 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,534 shares; 2024Q4: 1,534 shares; 2025Q1: 2,331 shares; 2025Q2: 1,661 shares; 2025Q3: 1,535 shares; 2025Q4: 1,535 shares; 2026Q1: 1,535 shares; 2026Q2: 1,535 shares 1,535 $95K 0.01% 0 Timeline CHE CHEMED CORP NEW More: the full row for CHEMED CORP 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 $93K 0.01% 0 Timeline LYV LIVE NATION ENTERTAINMENT IN More: the full row for LIVE NATION ENTERTAINMENT IN 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 $92K 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: 3,907 shares; 2024Q4: 3,722 shares; 2025Q1: 3,797 shares; 2025Q2: 3,704 shares; 2025Q3: 3,704 shares; 2025Q4: 3,704 shares; 2026Q1: 3,704 shares; 2026Q2: 3,604 shares 3,604 $91K 0.01% -100 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,470 shares; 2024Q4: 1,488 shares; 2025Q1: 1,721 shares; 2025Q2: 1,491 shares; 2025Q3: 1,495 shares; 2025Q4: 1,557 shares; 2026Q1: 1,554 shares; 2026Q2: 1,507 shares 1,507 $90K 0.01% -47 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: 1,173 shares; 2026Q2: 1,173 shares 1,173 $89K 0.01% 0 Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,128 shares; 2024Q4: 7,659 shares; 2025Q1: 11,130 shares; 2025Q2: 11,719 shares; 2025Q3: 11,857 shares; 2025Q4: 13,112 shares; 2026Q1: 13,294 shares; 2026Q2: 915 shares 915 $88K 0.01% -12,379 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: 122 shares; 2024Q4: 122 shares; 2025Q1: 122 shares; 2025Q2: 122 shares; 2025Q3: 122 shares; 2025Q4: 122 shares; 2026Q1: 122 shares; 2026Q2: 122 shares 122 $88K 0.01% 0 Timeline IHF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,043 shares; 2024Q4: 2,033 shares; 2025Q1: 1,733 shares; 2025Q2: 1,714 shares; 2025Q3: 1,686 shares; 2025Q4: 1,594 shares; 2026Q1: 1,596 shares; 2026Q2: 1,596 shares 1,596 $88K 0.01% 0 Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,950 shares; 2024Q4: 3,050 shares; 2025Q1: 3,050 shares; 2025Q2: 3,591 shares; 2025Q3: 2,841 shares; 2025Q4: 2,541 shares; 2026Q1: 2,541 shares; 2026Q2: 2,541 shares 2,541 $86K 0.01% 0 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 101 shares; 2024Q4: 101 shares; 2025Q1: 101 shares; 2025Q2: 101 shares; 2025Q3: 101 shares; 2025Q4: 101 shares; 2026Q1: 57 shares; 2026Q2: 63 shares 63 $86K 0.01% +6 Timeline NRG NRG ENERGY INC More: the full row for NRG ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 515 shares; 2024Q4: 515 shares; 2025Q1: 583 shares; 2025Q2: 583 shares; 2025Q3: 584 shares; 2025Q4: 584 shares; 2026Q1: 584 shares; 2026Q2: 584 shares 584 $85K 0.01% 0 Timeline NTB BANK OF N T BUTTERFIELD & SO More: the full row for BANK OF N T BUTTERFIELD & SO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,414 shares; 2025Q2: 1,414 shares; 2025Q3: 1,414 shares; 2025Q4: 1,414 shares; 2026Q1: 1,414 shares; 2026Q2: 1,414 shares 1,414 $84K 0.01% 0 Timeline TLH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 25,919 shares; 2025Q2: 959 shares; 2025Q3: 959 shares; 2025Q4: 925 shares; 2026Q1: 915 shares; 2026Q2: 829 shares 829 $83K 0.01% -86 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: not reported; 2024Q4: not reported; 2025Q1: 699 shares; 2025Q2: 699 shares; 2025Q3: 699 shares; 2025Q4: 699 shares; 2026Q1: 699 shares; 2026Q2: 699 shares 699 $82K 0.01% 0 Timeline URTH ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 505 shares; 2024Q4: 508 shares; 2025Q1: 403 shares; 2025Q2: 403 shares; 2025Q3: 403 shares; 2025Q4: 403 shares; 2026Q1: 403 shares; 2026Q2: 403 shares 403 $82K 0.01% 0 Timeline SYSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,132 shares; 2026Q1: 1,135 shares; 2026Q2: 916 shares 916 $81K 0.01% -219 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: not reported; 2025Q1: 1,969 shares; 2025Q2: 1,969 shares; 2025Q3: 1,969 shares; 2025Q4: 1,969 shares; 2026Q1: 1,969 shares; 2026Q2: 1,969 shares 1,969 $80K 0.01% 0 Timeline IREN IREN LIMITED More: the full row for IREN LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,750 shares; 2026Q2: 1,750 shares 1,750 $80K 0.01% 0 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 100 shares; 2024Q4: 100 shares; 2025Q1: 408 shares; 2025Q2: 409 shares; 2025Q3: 410 shares; 2025Q4: 410 shares; 2026Q1: 411 shares; 2026Q2: 412 shares 412 $78K 0.01% +1 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: 416 shares; 2024Q4: 416 shares; 2025Q1: 416 shares; 2025Q2: 416 shares; 2025Q3: 416 shares; 2025Q4: 426 shares; 2026Q1: 426 shares; 2026Q2: 259 shares 259 $78K 0.01% -167 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: 1,206 shares; 2024Q4: 1,168 shares; 2025Q1: 2,356 shares; 2025Q2: 1,170 shares; 2025Q3: 1,337 shares; 2025Q4: 1,212 shares; 2026Q1: 1,533 shares; 2026Q2: 1,068 shares 1,068 $78K 0.01% -465 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 149 shares; 2024Q4: 149 shares; 2025Q1: 149 shares; 2025Q2: 149 shares; 2025Q3: 153 shares; 2025Q4: 153 shares; 2026Q1: 153 shares; 2026Q2: 153 shares 153 $78K 0.01% 0 Timeline SILA SILA REALTY TRUST INC More: the full row for SILA REALTY TRUST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,561 shares; 2024Q4: 2,561 shares; 2025Q1: 2,561 shares; 2025Q2: 2,561 shares; 2025Q3: 2,561 shares; 2025Q4: 2,561 shares; 2026Q1: 2,561 shares; 2026Q2: 2,561 shares 2,561 $78K 0.01% 0 Timeline CMP COMPASS MINERALS INTL INC More: the full row for COMPASS MINERALS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 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 $78K 0.01% 0 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 941 shares; 2024Q4: 942 shares; 2025Q1: 943 shares; 2025Q2: 944 shares; 2025Q3: 944 shares; 2025Q4: 944 shares; 2026Q1: 944 shares; 2026Q2: 944 shares 944 $77K 0.01% 0 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 177 shares; 2024Q4: 177 shares; 2025Q1: 177 shares; 2025Q2: 177 shares; 2025Q3: 178 shares; 2025Q4: 164 shares; 2026Q1: 159 shares; 2026Q2: 185 shares 185 $77K 0.01% +26 Timeline VFH VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 577 shares; 2025Q1: 577 shares; 2025Q2: 577 shares; 2025Q3: 577 shares; 2025Q4: 577 shares; 2026Q1: 577 shares; 2026Q2: 577 shares 577 $76K 0.01% 0 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 107 shares; 2026Q2: 151 shares 151 $75K 0.01% +44 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: 129 shares; 2024Q4: 129 shares; 2025Q1: 621 shares; 2025Q2: 622 shares; 2025Q3: 624 shares; 2025Q4: 625 shares; 2026Q1: 627 shares; 2026Q2: 629 shares 629 $74K 0.01% +2 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: not reported; 2024Q4: not reported; 2025Q1: 2,088 shares; 2025Q2: 2,088 shares; 2025Q3: 2,088 shares; 2025Q4: 2,088 shares; 2026Q1: 2,088 shares; 2026Q2: 2,088 shares 2,088 $73K 0.01% 0 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,857 shares; 2024Q4: 2,857 shares; 2025Q1: 2,537 shares; 2025Q2: 2,437 shares; 2025Q3: 1,672 shares; 2025Q4: 653 shares; 2026Q1: 637 shares; 2026Q2: 1,274 shares 1,274 $72K 0.01% +637 Timeline PNW PINNACLE WEST CAP CORP More: the full row for PINNACLE WEST CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 631 shares; 2025Q2: 631 shares; 2025Q3: 631 shares; 2025Q4: 631 shares; 2026Q1: 631 shares; 2026Q2: 669 shares 669 $72K 0.01% +38 Timeline CAVA CAVA GROUP INC More: the full row for CAVA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 220 shares; 2024Q4: 770 shares; 2025Q1: 787 shares; 2025Q2: 937 shares; 2025Q3: 937 shares; 2025Q4: 897 shares; 2026Q1: 897 shares; 2026Q2: 897 shares 897 $70K 0.01% 0 Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 726 shares; 2024Q4: 726 shares; 2025Q1: 726 shares; 2025Q2: 726 shares; 2025Q3: 726 shares; 2025Q4: 726 shares; 2026Q1: 726 shares; 2026Q2: 749 shares 749 $69K 0.01% +23 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: 445 shares; 2024Q4: 445 shares; 2025Q1: 445 shares; 2025Q2: 445 shares; 2025Q3: 492 shares; 2025Q4: 327 shares; 2026Q1: 316 shares; 2026Q2: 280 shares 280 $69K 0.01% -36 Timeline HLN HALEON PLC More: the full row for HALEON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 318 shares; 2024Q4: 318 shares; 2025Q1: 6,858 shares; 2025Q2: 6,858 shares; 2025Q3: 6,865 shares; 2025Q4: 6,865 shares; 2026Q1: 6,865 shares; 2026Q2: 7,322 shares 7,322 $68K 0.01% +457 Timeline HIMS HIMS & HERS HEALTH INC More: the full row for HIMS & HERS HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,540 shares; 2025Q2: 2,950 shares; 2025Q3: 1,950 shares; 2025Q4: 1,950 shares; 2026Q1: 1,950 shares; 2026Q2: 1,950 shares 1,950 $68K 0.01% 0 Timeline PFM 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: 1,198 shares; 2024Q4: 1,203 shares; 2025Q1: 1,208 shares; 2025Q2: 1,213 shares; 2025Q3: 1,217 shares; 2025Q4: 1,221 shares; 2026Q1: 1,226 shares; 2026Q2: 1,230 shares 1,230 $68K 0.01% +4 Timeline LMND LEMONADE INC More: the full row for LEMONADE 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: 1,000 shares; 2025Q4: 1,028 shares; 2026Q1: 1,028 shares; 2026Q2: 1,028 shares 1,028 $67K 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: 634 shares; 2024Q4: 637 shares; 2025Q1: 639 shares; 2025Q2: 642 shares; 2025Q3: 645 shares; 2025Q4: 614 shares; 2026Q1: 617 shares; 2026Q2: 620 shares 620 $67K 0.01% +3 Timeline DOLE DOLE PLC More: the full row for DOLE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,900 shares; 2024Q4: 4,900 shares; 2025Q1: 4,900 shares; 2025Q2: 4,900 shares; 2025Q3: 4,900 shares; 2025Q4: 4,900 shares; 2026Q1: 4,900 shares; 2026Q2: 4,900 shares 4,900 $67K 0.01% 0 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 467 shares; 2024Q4: 100 shares; 2025Q1: 85 shares; 2025Q2: 85 shares; 2025Q3: 95 shares; 2025Q4: 95 shares; 2026Q1: 95 shares; 2026Q2: 195 shares 195 $66K 0.01% +100 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 879 shares; 2024Q4: 880 shares; 2025Q1: 882 shares; 2025Q2: 1,027 shares; 2025Q3: 591 shares; 2025Q4: 593 shares; 2026Q1: 596 shares; 2026Q2: 598 shares 598 $66K 0.01% +2 Timeline PR PERMIAN RESOURCES CORP More: the full row for PERMIAN RESOURCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,297 shares; 2025Q2: 3,297 shares; 2025Q3: 3,297 shares; 2025Q4: 3,297 shares; 2026Q1: 3,297 shares; 2026Q2: 3,534 shares 3,534 $65K 0.01% +237 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,144 shares; 2024Q4: 2,086 shares; 2025Q1: 2,088 shares; 2025Q2: 2,092 shares; 2025Q3: 2,096 shares; 2025Q4: 2,100 shares; 2026Q1: 2,101 shares; 2026Q2: 2,105 shares 2,105 $64K 0.01% +4 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: 2,158 shares; 2024Q4: 2,148 shares; 2025Q1: 2,129 shares; 2025Q2: 1,914 shares; 2025Q3: 1,445 shares; 2025Q4: 1,452 shares; 2026Q1: 1,456 shares; 2026Q2: 1,461 shares 1,461 $64K 0.01% +5 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: 475 shares 475 $64K 0.01% new Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 599 shares; 2024Q4: 424 shares; 2025Q1: 424 shares; 2025Q2: 424 shares; 2025Q3: 424 shares; 2025Q4: 424 shares; 2026Q1: 424 shares; 2026Q2: 424 shares 424 $63K 0.01% 0 Timeline DIVO AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,100 shares; 2024Q4: 1,100 shares; 2025Q1: 1,100 shares; 2025Q2: 1,100 shares; 2025Q3: 1,100 shares; 2025Q4: 1,058 shares; 2026Q1: 1,058 shares; 2026Q2: 1,386 shares 1,386 $63K 0.01% +328 Timeline SHYM BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,000 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,250 shares; 2025Q3: 2,250 shares; 2025Q4: 2,750 shares; 2026Q1: 2,750 shares; 2026Q2: 2,750 shares 2,750 $62K 0.01% 0 Timeline GPIQ 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,040 shares 1,040 $62K 0.01% new Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,172 shares; 2024Q4: 1,172 shares; 2025Q1: 1,172 shares; 2025Q2: 3,053 shares; 2025Q3: 3,069 shares; 2025Q4: 3,107 shares; 2026Q1: 3,141 shares; 2026Q2: 3,174 shares 3,174 $61K 0.01% +33 Timeline WYNN WYNN RESORTS LTD More: the full row for WYNN RESORTS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 625 shares; 2024Q4: 625 shares; 2025Q1: 625 shares; 2025Q2: 625 shares; 2025Q3: 625 shares; 2025Q4: 625 shares; 2026Q1: 625 shares; 2026Q2: 625 shares 625 $61K 0.01% 0 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,112 shares; 2024Q4: 1,113 shares; 2025Q1: 966 shares; 2025Q2: 835 shares; 2025Q3: 729 shares; 2025Q4: 549 shares; 2026Q1: 549 shares; 2026Q2: 549 shares 549 $60K 0.01% 0 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: 675 shares; 2024Q4: 2,025 shares; 2025Q1: 2,025 shares; 2025Q2: 2,025 shares; 2025Q3: 2,025 shares; 2025Q4: 2,025 shares; 2026Q1: 2,025 shares; 2026Q2: 2,025 shares 2,025 $60K 0.01% 0 Timeline CROX CROCS INC More: the full row for CROCS 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 $60K 0.01% 0 Timeline NLY ANNALY CAPITAL MANAGEMENT IN More: the full row for ANNALY CAPITAL MANAGEMENT IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 216 shares; 2024Q4: 223 shares; 2025Q1: 604 shares; 2025Q2: 2,723 shares; 2025Q3: 2,803 shares; 2025Q4: 2,884 shares; 2026Q1: 2,957 shares; 2026Q2: 2,662 shares 2,662 $60K 0.01% -295 Timeline PRF INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,115 shares; 2024Q4: 1,115 shares; 2025Q1: 1,115 shares; 2025Q2: 1,115 shares; 2025Q3: 1,115 shares; 2025Q4: 1,115 shares; 2026Q1: 1,115 shares; 2026Q2: 1,115 shares 1,115 $60K 0.01% 0 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 78 shares; 2024Q4: 78 shares; 2025Q1: 357 shares; 2025Q2: 357 shares; 2025Q3: 445 shares; 2025Q4: 446 shares; 2026Q1: 446 shares; 2026Q2: 466 shares 466 $59K 0.01% +20 Timeline VYMI 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: 556 shares; 2024Q4: 564 shares; 2025Q1: 568 shares; 2025Q2: 576 shares; 2025Q3: 581 shares; 2025Q4: 587 shares; 2026Q1: 591 shares; 2026Q2: 599 shares 599 $59K 0.01% +8 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: 80 shares; 2024Q4: 2,581 shares; 2025Q1: 2,551 shares; 2025Q2: 2,680 shares; 2025Q3: 2,650 shares; 2025Q4: 2,650 shares; 2026Q1: 180 shares; 2026Q2: 230 shares 230 $59K 0.01% +50 Timeline XT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2 shares; 2024Q4: 2 shares; 2025Q1: 674 shares; 2025Q2: 676 shares; 2025Q3: 676 shares; 2025Q4: 717 shares; 2026Q1: 717 shares; 2026Q2: 720 shares 720 $59K 0.01% +3 Timeline FNDX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 713 shares; 2024Q4: 2,139 shares; 2025Q1: 2,139 shares; 2025Q2: 2,139 shares; 2025Q3: 2,139 shares; 2025Q4: 1,905 shares; 2026Q1: 1,905 shares; 2026Q2: 1,905 shares 1,905 $59K 0.01% 0 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,430 shares; 2024Q4: 1,801 shares; 2025Q1: 1,805 shares; 2025Q2: 1,809 shares; 2025Q3: 1,814 shares; 2025Q4: 1,818 shares; 2026Q1: 1,822 shares; 2026Q2: 1,825 shares 1,825 $58K 0.01% +3 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 100 shares; 2024Q4: 109 shares; 2025Q1: 109 shares; 2025Q2: 109 shares; 2025Q3: 109 shares; 2025Q4: 109 shares; 2026Q1: 112 shares; 2026Q2: 112 shares 112 $58K 0.01% 0 Timeline PRFZ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,020 shares; 2024Q4: 1,020 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 $57K 0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 90 shares; 2025Q3: 90 shares; 2025Q4: 90 shares; 2026Q1: 90 shares; 2026Q2: 316 shares 316 $56K 0.01% +226 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: 242 shares; 2024Q4: 242 shares; 2025Q1: 93 shares; 2025Q2: 93 shares; 2025Q3: 100 shares; 2025Q4: 93 shares; 2026Q1: 93 shares; 2026Q2: 112 shares 112 $56K 0.01% +19 Timeline VDC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 200 shares; 2024Q4: 200 shares; 2025Q1: 200 shares; 2025Q2: 200 shares; 2025Q3: 200 shares; 2025Q4: 200 shares; 2026Q1: 250 shares; 2026Q2: 250 shares 250 $56K 0.01% 0 Timeline IRM IRON MTN INC DEL More: the full row for IRON MTN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,124 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 440 shares 440 $56K 0.01% new Timeline RNR RENAISSANCERE HLDGS LTD More: the full row for RENAISSANCERE HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 166 shares; 2025Q2: 166 shares; 2025Q3: 166 shares; 2025Q4: 166 shares; 2026Q1: 166 shares; 2026Q2: 177 shares 177 $56K 0.01% +11 Timeline IUSV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 487 shares; 2024Q4: 487 shares; 2025Q1: 487 shares; 2025Q2: 487 shares; 2025Q3: 487 shares; 2025Q4: 487 shares; 2026Q1: 487 shares; 2026Q2: 487 shares 487 $54K 0.01% 0 Timeline MGC 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: 199 shares; 2025Q1: 199 shares; 2025Q2: 199 shares; 2025Q3: 199 shares; 2025Q4: 199 shares; 2026Q1: 199 shares; 2026Q2: 199 shares 199 $54K 0.01% 0 Timeline GOF GUGGENHEIM STRATEGIC OPPORTU More: the full row for GUGGENHEIM STRATEGIC OPPORTU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,241 shares; 2024Q4: 5,241 shares; 2025Q1: 11,891 shares; 2025Q2: 11,900 shares; 2025Q3: 11,516 shares; 2025Q4: 11,516 shares; 2026Q1: 11,516 shares; 2026Q2: 4,871 shares 4,871 $53K 0.01% -6,645 Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25 shares; 2024Q4: 25 shares; 2025Q1: 194 shares; 2025Q2: 194 shares; 2025Q3: 194 shares; 2025Q4: 194 shares; 2026Q1: 194 shares; 2026Q2: 219 shares 219 $52K 0.01% +25 Timeline WPC WP CAREY INC More: the full row for WP CAREY 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: 733 shares; 2026Q2: 733 shares 733 $52K 0.01% 0 Timeline IBN ICICI BK LTD More: the full row for ICICI BK LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,789 shares; 2024Q4: 1,789 shares; 2025Q1: 1,789 shares; 2025Q2: 1,789 shares; 2025Q3: 1,800 shares; 2025Q4: 1,800 shares; 2026Q1: 1,800 shares; 2026Q2: 1,800 shares 1,800 $52K 0.01% 0 Timeline FE FIRSTENERGY CORP More: the full row for FIRSTENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 440 shares; 2024Q4: 440 shares; 2025Q1: 1,072 shares; 2025Q2: 1,072 shares; 2025Q3: 1,072 shares; 2025Q4: 1,072 shares; 2026Q1: 1,072 shares; 2026Q2: 1,072 shares 1,072 $51K 0.01% 0 Timeline GEN GEN DIGITAL INC More: the full row for GEN DIGITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,959 shares; 2025Q2: 1,959 shares; 2025Q3: 1,959 shares; 2025Q4: 1,959 shares; 2026Q1: 1,959 shares; 2026Q2: 2,069 shares 2,069 $51K 0.01% +110 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: 200 shares; 2024Q4: 200 shares; 2025Q1: 200 shares; 2025Q2: 200 shares; 2025Q3: 200 shares; 2025Q4: 200 shares; 2026Q1: 200 shares; 2026Q2: 200 shares 200 $51K 0.01% 0 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 90 shares; 2024Q4: 90 shares; 2025Q1: 75 shares; 2025Q2: 92 shares; 2025Q3: 92 shares; 2025Q4: 75 shares; 2026Q1: 75 shares; 2026Q2: 81 shares 81 $51K 0.01% +6 Timeline IMCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 511 shares; 2024Q4: 513 shares; 2025Q1: 513 shares; 2025Q2: 514 shares; 2025Q3: 515 shares; 2025Q4: 517 shares; 2026Q1: 517 shares; 2026Q2: 517 shares 517 $51K 0.01% 0 Timeline HUBB HUBBELL INC More: the full row for HUBBELL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 92 shares; 2025Q2: 92 shares; 2025Q3: 92 shares; 2025Q4: 92 shares; 2026Q1: 92 shares; 2026Q2: 98 shares 98 $51K 0.01% +6 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: 189 shares; 2024Q4: 189 shares; 2025Q1: 182 shares; 2025Q2: 182 shares; 2025Q3: 182 shares; 2025Q4: 182 shares; 2026Q1: 182 shares; 2026Q2: 182 shares 182 $51K 0.01% 0 Timeline SNY SANOFI SA More: the full row for SANOFI SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 100 shares; 2024Q4: 100 shares; 2025Q1: 1,207 shares; 2025Q2: 1,207 shares; 2025Q3: 1,407 shares; 2025Q4: 1,207 shares; 2026Q1: 1,207 shares; 2026Q2: 1,207 shares 1,207 $51K 0.01% 0 Timeline RDIV 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: 1,055 shares; 2024Q4: 1,055 shares; 2025Q1: 1,055 shares; 2025Q2: 1,055 shares; 2025Q3: 1,055 shares; 2025Q4: 1,055 shares; 2026Q1: 1,055 shares; 2026Q2: 877 shares 877 $51K 0.01% -178 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 140 shares; 2024Q4: 140 shares; 2025Q1: 140 shares; 2025Q2: 140 shares; 2025Q3: 146 shares; 2025Q4: 105 shares; 2026Q1: 245 shares; 2026Q2: 245 shares 245 $50K 0.01% 0 Timeline ZBRA ZEBRA TECHNOLOGIES CORPORATI More: the full row for ZEBRA TECHNOLOGIES CORPORATI 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: 183 shares; 2026Q2: 190 shares 190 $50K 0.01% +7 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: 606 shares; 2024Q4: 607 shares; 2025Q1: 607 shares; 2025Q2: 608 shares; 2025Q3: 609 shares; 2025Q4: 609 shares; 2026Q1: 609 shares; 2026Q2: 609 shares 609 $49K 0.01% 0 Timeline MDLN MEDLINE INC More: the full row for MEDLINE 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: 1,250 shares; 2026Q1: 1,250 shares; 2026Q2: 1,250 shares 1,250 $49K 0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: 3,465 shares; 2025Q2: 1,756 shares; 2025Q3: 1,756 shares; 2025Q4: 1,756 shares; 2026Q1: 1,756 shares; 2026Q2: 1,756 shares 1,756 $49K 0.01% 0 Timeline LNT ALLIANT ENERGY CORP More: the full row for ALLIANT ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 532 shares; 2025Q2: 532 shares; 2025Q3: 594 shares; 2025Q4: 594 shares; 2026Q1: 594 shares; 2026Q2: 627 shares 627 $48K 0.01% +33 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: 644 shares; 2024Q4: 644 shares; 2025Q1: 651 shares; 2025Q2: 901 shares; 2025Q3: 901 shares; 2025Q4: 1,500 shares; 2026Q1: 900 shares; 2026Q2: 992 shares 992 $48K 0.01% +92 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 518 shares; 2024Q4: 519 shares; 2025Q1: 520 shares; 2025Q2: 520 shares; 2025Q3: 524 shares; 2025Q4: 1,050 shares; 2026Q1: 1,046 shares; 2026Q2: 1,047 shares 1,047 $47K 0.01% +1 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: 550 shares; 2024Q4: 550 shares; 2025Q1: 550 shares; 2025Q2: 550 shares; 2025Q3: 550 shares; 2025Q4: 550 shares; 2026Q1: 550 shares; 2026Q2: 550 shares 550 $47K 0.01% 0 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 271 shares; 2024Q4: 271 shares; 2025Q1: 272 shares; 2025Q2: 272 shares; 2025Q3: 272 shares; 2025Q4: 273 shares; 2026Q1: 273 shares; 2026Q2: 273 shares 273 $46K 0.01% 0 Timeline NEAR ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,274 shares; 2024Q4: 1,131 shares; 2025Q1: 997 shares; 2025Q2: 900 shares; 2025Q3: 900 shares; 2025Q4: 900 shares; 2026Q1: 900 shares; 2026Q2: 900 shares 900 $46K 0.01% 0 Timeline BMNR BITMINE IMMERSION TECHS INC More: the full row for BITMINE IMMERSION TECHS 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: 5,500 shares; 2025Q4: 3,440 shares; 2026Q1: 3,440 shares; 2026Q2: 3,440 shares 3,440 $46K 0.01% 0 Timeline SNDK SANDISK CORP More: the full row for SANDISK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 20 shares 20 $45K 0.01% new 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: 600 shares; 2025Q1: 600 shares; 2025Q2: 600 shares; 2025Q3: 50 shares; 2025Q4: 150 shares; 2026Q1: 1,550 shares; 2026Q2: 1,550 shares 1,550 $45K 0.01% 0 Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,330 shares; 2024Q4: 1,330 shares; 2025Q1: 1,195 shares; 2025Q2: 1,090 shares; 2025Q3: 935 shares; 2025Q4: 795 shares; 2026Q1: 670 shares; 2026Q2: 624 shares 624 $45K 0.01% -46 Timeline OSK OSHKOSH CORP More: the full row for OSHKOSH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 294 shares; 2024Q4: 294 shares; 2025Q1: 294 shares; 2025Q2: 294 shares; 2025Q3: 294 shares; 2025Q4: 294 shares; 2026Q1: 294 shares; 2026Q2: 294 shares 294 $45K 0.01% 0 Timeline MDYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,399 shares; 2024Q4: 1,399 shares; 2025Q1: 1,399 shares; 2025Q2: 399 shares; 2025Q3: 399 shares; 2025Q4: 399 shares; 2026Q1: 399 shares; 2026Q2: 399 shares 399 $45K 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: 480 shares; 2024Q4: 481 shares; 2025Q1: 483 shares; 2025Q2: 484 shares; 2025Q3: 436 shares; 2025Q4: 874 shares; 2026Q1: 876 shares; 2026Q2: 879 shares 879 $45K 0.01% +3 Timeline GPIX 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 817 shares 817 $45K 0.01% new Timeline IDVO AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,061 shares 1,061 $45K 0.01% new 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: 40 shares; 2024Q4: 40 shares; 2025Q1: 189 shares; 2025Q2: 190 shares; 2025Q3: 191 shares; 2025Q4: 192 shares; 2026Q1: 193 shares; 2026Q2: 194 shares 194 $44K 0.01% +1 Timeline IHI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 900 shares; 2024Q4: 900 shares; 2025Q1: 900 shares; 2025Q2: 900 shares; 2025Q3: 900 shares; 2025Q4: 900 shares; 2026Q1: 900 shares; 2026Q2: 900 shares 900 $44K 0.01% 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 22 shares 22 $44K 0.01% new 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: 368 shares; 2024Q4: 368 shares; 2025Q1: 368 shares; 2025Q2: 368 shares; 2025Q3: 368 shares; 2025Q4: 368 shares; 2026Q1: 368 shares; 2026Q2: 368 shares 368 $44K 0.01% 0 Timeline VWOB 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: 683 shares; 2024Q4: 593 shares; 2025Q1: 600 shares; 2025Q2: 609 shares; 2025Q3: 619 shares; 2025Q4: 630 shares; 2026Q1: 637 shares; 2026Q2: 646 shares 646 $43K 0.01% +9 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 395 shares; 2024Q4: 395 shares; 2025Q1: 420 shares; 2025Q2: 420 shares; 2025Q3: 395 shares; 2025Q4: 395 shares; 2026Q1: 395 shares; 2026Q2: 395 shares 395 $43K 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: 378 shares; 2024Q4: 379 shares; 2025Q1: 602 shares; 2025Q2: 383 shares; 2025Q3: 384 shares; 2025Q4: 385 shares; 2026Q1: 386 shares; 2026Q2: 387 shares 387 $43K 0.01% +1 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: 845 shares; 2024Q4: 845 shares; 2025Q1: 845 shares; 2025Q2: 845 shares; 2025Q3: 845 shares; 2025Q4: 845 shares; 2026Q1: 845 shares; 2026Q2: 845 shares 845 $42K 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 65 shares; 2026Q1: 85 shares; 2026Q2: 85 shares 85 $41K 0.01% 0 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 126 shares; 2024Q4: 126 shares; 2025Q1: 471 shares; 2025Q2: 471 shares; 2025Q3: 471 shares; 2025Q4: 824 shares; 2026Q1: 824 shares; 2026Q2: 845 shares 845 $41K 0.01% +21 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 160 shares; 2024Q4: 164 shares; 2025Q1: 164 shares; 2025Q2: 222 shares; 2025Q3: 222 shares; 2025Q4: 164 shares; 2026Q1: 164 shares; 2026Q2: 164 shares 164 $41K 0.01% 0 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 56 shares; 2024Q4: 32 shares; 2025Q1: 32 shares; 2025Q2: 32 shares; 2025Q3: 32 shares; 2025Q4: 32 shares; 2026Q1: 32 shares; 2026Q2: 91 shares 91 $41K 0.01% +59 Timeline IMCB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 420 shares; 2024Q4: 420 shares; 2025Q1: 420 shares; 2025Q2: 420 shares; 2025Q3: 420 shares; 2025Q4: 420 shares; 2026Q1: 420 shares; 2026Q2: 420 shares 420 $41K 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: 125 shares; 2024Q4: 125 shares; 2025Q1: 125 shares; 2025Q2: 126 shares; 2025Q3: 126 shares; 2025Q4: 126 shares; 2026Q1: 126 shares; 2026Q2: 126 shares 126 $40K 0.01% 0 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 187 shares; 2024Q4: 132 shares; 2025Q1: 132 shares; 2025Q2: 132 shares; 2025Q3: 133 shares; 2025Q4: 133 shares; 2026Q1: 133 shares; 2026Q2: 263 shares 263 $40K 0.01% +130 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: 478 shares; 2024Q4: 478 shares; 2025Q1: 478 shares; 2025Q2: 478 shares; 2025Q3: 478 shares; 2025Q4: 478 shares; 2026Q1: 478 shares; 2026Q2: 478 shares 478 $40K 0.01% 0 Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 440 shares; 2024Q4: 2,200 shares; 2025Q1: 2,200 shares; 2025Q2: 2,200 shares; 2025Q3: 3,200 shares; 2025Q4: 3,204 shares; 2026Q1: 3,209 shares; 2026Q2: 1,250 shares 1,250 $40K 0.01% -1,959 Timeline WBD WARNER BROS DISCOVERY INC More: the full row for WARNER BROS DISCOVERY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,417 shares; 2024Q4: 1,417 shares; 2025Q1: 3,451 shares; 2025Q2: 1,466 shares; 2025Q3: 1,393 shares; 2025Q4: 1,393 shares; 2026Q1: 1,582 shares; 2026Q2: 1,486 shares 1,486 $40K 0.01% -96 Timeline DLN WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 576 shares; 2024Q4: 578 shares; 2025Q1: 580 shares; 2025Q2: 582 shares; 2025Q3: 412 shares; 2025Q4: 414 shares; 2026Q1: 416 shares; 2026Q2: 418 shares 418 $40K 0.01% +2 Timeline BLSH BULLISH More: the full row for BULLISH Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 700 shares; 2025Q4: 700 shares; 2026Q1: 1,700 shares; 2026Q2: 1,700 shares 1,700 $40K 0.01% 0 Timeline TDC TERADATA CORP DEL More: the full row for TERADATA CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,156 shares; 2025Q2: 1,156 shares; 2025Q3: 1,156 shares; 2025Q4: 1,156 shares; 2026Q1: 1,156 shares; 2026Q2: 1,156 shares 1,156 $40K 0.01% 0 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: 438 shares; 2026Q1: 438 shares; 2026Q2: 438 shares 438 $39K <0.01% 0 Timeline CPT CAMDEN PPTY TR More: the full row for CAMDEN PPTY TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 323 shares; 2025Q2: 323 shares; 2025Q3: 323 shares; 2025Q4: 323 shares; 2026Q1: 323 shares; 2026Q2: 340 shares 340 $39K <0.01% +17 Timeline FTSM FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 602 shares; 2024Q4: 612 shares; 2025Q1: 617 shares; 2025Q2: 623 shares; 2025Q3: 630 shares; 2025Q4: 639 shares; 2026Q1: 643 shares; 2026Q2: 650 shares 650 $39K <0.01% +7 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: 854 shares; 2024Q4: 654 shares; 2025Q1: 655 shares; 2025Q2: 655 shares; 2025Q3: 656 shares; 2025Q4: 656 shares; 2026Q1: 657 shares; 2026Q2: 657 shares 657 $38K <0.01% 0 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: 3,160 shares; 2024Q4: 3,171 shares; 2025Q1: 3,181 shares; 2025Q2: 3,296 shares; 2025Q3: 4,829 shares; 2025Q4: 2,823 shares; 2026Q1: 2,831 shares; 2026Q2: 2,838 shares 2,838 $38K <0.01% +7 Timeline HEDG SERIES PORTFOLIOS TR More: the full row for SERIES PORTFOLIOS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,281 shares 1,281 $38K <0.01% new Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 50 shares; 2025Q2: 50 shares; 2025Q3: 50 shares; 2025Q4: 58 shares; 2026Q1: 58 shares; 2026Q2: 81 shares 81 $37K <0.01% +23 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 50 shares; 2024Q4: 50 shares; 2025Q1: 233 shares; 2025Q2: 233 shares; 2025Q3: 233 shares; 2025Q4: 233 shares; 2026Q1: 233 shares; 2026Q2: 233 shares 233 $37K <0.01% 0 Timeline UAL UNITED AIRLS HLDGS INC More: the full row for UNITED AIRLS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 164 shares; 2024Q4: 164 shares; 2025Q1: 274 shares; 2025Q2: 274 shares; 2025Q3: 274 shares; 2025Q4: 274 shares; 2026Q1: 274 shares; 2026Q2: 274 shares 274 $37K <0.01% 0 Timeline HL HECLA MINING COMPANY More: the full row for HECLA MINING COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,400 shares; 2024Q4: 2,400 shares; 2025Q1: 2,400 shares; 2025Q2: 2,400 shares; 2025Q3: 2,400 shares; 2025Q4: 2,400 shares; 2026Q1: 2,400 shares; 2026Q2: 2,400 shares 2,400 $37K <0.01% 0 Timeline SPLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 625 shares; 2024Q4: 625 shares; 2025Q1: 625 shares; 2025Q2: 625 shares; 2025Q3: 500 shares; 2025Q4: 500 shares; 2026Q1: 500 shares; 2026Q2: 500 shares 500 $37K <0.01% 0 Timeline DTE DTE ENERGY CO More: the full row for DTE ENERGY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 236 shares; 2024Q4: 236 shares; 2025Q1: 236 shares; 2025Q2: 236 shares; 2025Q3: 236 shares; 2025Q4: 236 shares; 2026Q1: 236 shares; 2026Q2: 236 shares 236 $36K <0.01% 0 Timeline WAL WESTERN ALLIANCE BANCORP More: the full row for WESTERN ALLIANCE BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 434 shares; 2025Q2: 434 shares; 2025Q3: 434 shares; 2025Q4: 434 shares; 2026Q1: 434 shares; 2026Q2: 434 shares 434 $36K <0.01% 0 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,130 shares; 2024Q4: 472 shares; 2025Q1: 332 shares; 2025Q2: 332 shares; 2025Q3: 182 shares; 2025Q4: 182 shares; 2026Q1: 182 shares; 2026Q2: 182 shares 182 $35K <0.01% 0 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 190 shares; 2024Q4: 191 shares; 2025Q1: 191 shares; 2025Q2: 100 shares; 2025Q3: 100 shares; 2025Q4: 100 shares; 2026Q1: 50 shares; 2026Q2: 71 shares 71 $35K <0.01% +21 Timeline SW SMURFIT WESTROCK PLC More: the full row for SMURFIT WESTROCK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 672 shares; 2025Q2: 672 shares; 2025Q3: 672 shares; 2025Q4: 672 shares; 2026Q1: 672 shares; 2026Q2: 761 shares 761 $35K <0.01% +89 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: 182 shares; 2024Q4: 182 shares; 2025Q1: 182 shares; 2025Q2: 182 shares; 2025Q3: 182 shares; 2025Q4: 100 shares; 2026Q1: 100 shares; 2026Q2: 115 shares 115 $34K <0.01% +15 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: 612 shares; 2024Q4: 1,812 shares; 2025Q1: 1,812 shares; 2025Q2: 1,812 shares; 2025Q3: 1,812 shares; 2025Q4: 1,812 shares; 2026Q1: 1,812 shares; 2026Q2: 1,933 shares 1,933 $34K <0.01% +121 Timeline IDU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 300 shares; 2024Q4: 300 shares; 2025Q1: 300 shares; 2025Q2: 300 shares; 2025Q3: 300 shares; 2025Q4: 300 shares; 2026Q1: 300 shares; 2026Q2: 300 shares 300 $34K <0.01% 0 Timeline IYH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,350 shares; 2024Q4: 1,350 shares; 2025Q1: 500 shares; 2025Q2: 500 shares; 2025Q3: 500 shares; 2025Q4: 500 shares; 2026Q1: 500 shares; 2026Q2: 500 shares 500 $34K <0.01% 0 Timeline STAG STAG INDUSTRIAL INC More: the full row for STAG INDUSTRIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 881 shares; 2025Q2: 881 shares; 2025Q3: 881 shares; 2025Q4: 881 shares; 2026Q1: 881 shares; 2026Q2: 881 shares 881 $34K <0.01% 0 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 92 shares; 2025Q2: 92 shares; 2025Q3: 92 shares; 2025Q4: 92 shares; 2026Q1: 92 shares; 2026Q2: 99 shares 99 $33K <0.01% +7 Timeline WAT WATERS CORP More: the full row for WATERS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 92 shares; 2026Q2: 87 shares 87 $33K <0.01% -5 Timeline EG EVEREST GROUP LTD More: the full row for EVEREST GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 90 shares; 2025Q2: 90 shares; 2025Q3: 90 shares; 2025Q4: 90 shares; 2026Q1: 90 shares; 2026Q2: 90 shares 90 $32K <0.01% 0 Timeline CCI CROWN CASTLE INC More: the full row for CROWN CASTLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 542 shares; 2024Q4: 425 shares; 2025Q1: 425 shares; 2025Q2: 425 shares; 2025Q3: 425 shares; 2025Q4: 425 shares; 2026Q1: 425 shares; 2026Q2: 425 shares 425 $32K <0.01% 0 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: 131 shares; 2024Q4: 131 shares; 2025Q1: 131 shares; 2025Q2: 132 shares; 2025Q3: 149 shares; 2025Q4: 149 shares; 2026Q1: 150 shares; 2026Q2: 150 shares 150 $32K <0.01% 0 Timeline AOR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 490 shares; 2024Q4: 490 shares; 2025Q1: 490 shares; 2025Q2: 490 shares; 2025Q3: 490 shares; 2025Q4: 485 shares; 2026Q1: 485 shares; 2026Q2: 465 shares 465 $32K <0.01% -20 Timeline MSML ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 420 shares; 2024Q4: 420 shares; 2025Q1: 420 shares; 2025Q2: 420 shares; 2025Q3: 420 shares; 2025Q4: 420 shares; 2026Q1: 420 shares; 2026Q2: 420 shares 420 $32K <0.01% 0 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 269 shares; 2024Q4: 269 shares; 2025Q1: 269 shares; 2025Q2: 269 shares; 2025Q3: 269 shares; 2025Q4: 262 shares; 2026Q1: 262 shares; 2026Q2: 262 shares 262 $31K <0.01% 0 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: 486 shares; 2024Q4: 162 shares; 2025Q1: 162 shares; 2025Q2: 335 shares; 2025Q3: 402 shares; 2025Q4: 409 shares; 2026Q1: 331 shares; 2026Q2: 331 shares 331 $31K <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: 1,101 shares 1,101 $31K <0.01% new Timeline GTLB GITLAB INC More: the full row for GITLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 54 shares; 2024Q4: 54 shares; 2025Q1: 54 shares; 2025Q2: 26 shares; 2025Q3: 26 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,000 shares 1,000 $31K <0.01% new Timeline ARWR ARROWHEAD PHARMACEUTICALS IN More: the full row for ARROWHEAD PHARMACEUTICALS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 380 shares; 2026Q1: 380 shares; 2026Q2: 380 shares 380 $31K <0.01% 0 Timeline SIL GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 400 shares; 2024Q4: 400 shares; 2025Q1: 409 shares; 2025Q2: 409 shares; 2025Q3: 401 shares; 2025Q4: 401 shares; 2026Q1: 405 shares; 2026Q2: 405 shares 405 $31K <0.01% 0 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 440 shares; 2024Q4: 271 shares; 2025Q1: 272 shares; 2025Q2: 273 shares; 2025Q3: 274 shares; 2025Q4: 275 shares; 2026Q1: 276 shares; 2026Q2: 276 shares 276 $30K <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: 1,297 shares; 2024Q4: 1,290 shares; 2025Q1: 1,287 shares; 2025Q2: 329 shares; 2025Q3: 319 shares; 2025Q4: 334 shares; 2026Q1: 319 shares; 2026Q2: 307 shares 307 $30K <0.01% -12 Timeline ALGN ALIGN TECHNOLOGY INC More: the full row for ALIGN TECHNOLOGY INC 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 $30K <0.01% 0 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 666 shares; 2024Q4: 671 shares; 2025Q1: 671 shares; 2025Q2: 333 shares; 2025Q3: 416 shares; 2025Q4: 325 shares; 2026Q1: 306 shares; 2026Q2: 243 shares 243 $30K <0.01% -63 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: 546 shares; 2024Q4: 400 shares; 2025Q1: 400 shares; 2025Q2: 400 shares; 2025Q3: 400 shares; 2025Q4: 442 shares; 2026Q1: 442 shares; 2026Q2: 480 shares 480 $30K <0.01% +38 Timeline KRMN KARMAN HLDGS INC More: the full row for KARMAN 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: not reported; 2026Q2: 600 shares 600 $30K <0.01% new Timeline IOSP INNOSPEC INC More: the full row for INNOSPEC INC 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: 370 shares 370 $30K <0.01% 0 Timeline OVL 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: not reported; 2026Q2: 526 shares 526 $30K <0.01% new 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: 395 shares; 2024Q4: 810 shares; 2025Q1: 810 shares; 2025Q2: 810 shares; 2025Q3: 810 shares; 2025Q4: 810 shares; 2026Q1: 810 shares; 2026Q2: 810 shares 810 $29K <0.01% 0 Timeline JLL JONES LANG LASALLE INC More: the full row for JONES LANG LASALLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 94 shares; 2024Q4: 94 shares; 2025Q1: 94 shares; 2025Q2: 94 shares; 2025Q3: 94 shares; 2025Q4: 94 shares; 2026Q1: 94 shares; 2026Q2: 94 shares 94 $29K <0.01% 0 Timeline PFFA ETFIS SER TR I More: the full row for ETFIS SER TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,405 shares 1,405 $29K <0.01% new Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 423 shares; 2024Q4: 423 shares; 2025Q1: 424 shares; 2025Q2: 424 shares; 2025Q3: 337 shares; 2025Q4: 308 shares; 2026Q1: 308 shares; 2026Q2: 308 shares 308 $29K <0.01% 0 Timeline QDVO AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 981 shares 981 $29K <0.01% new Timeline IXN ISHARES TR More: the full row for ISHARES TR 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 $28K <0.01% 0 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,634 shares; 2024Q4: 1,604 shares; 2025Q1: 1,612 shares; 2025Q2: 1,620 shares; 2025Q3: 1,407 shares; 2025Q4: 852 shares; 2026Q1: 793 shares; 2026Q2: 798 shares 798 $28K <0.01% +5 Timeline CAKE CHEESECAKE FACTORY INC More: the full row for CHEESECAKE FACTORY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 200 shares; 2024Q4: 200 shares; 2025Q1: 350 shares; 2025Q2: 350 shares; 2025Q3: 350 shares; 2025Q4: 350 shares; 2026Q1: 350 shares; 2026Q2: 350 shares 350 $28K <0.01% 0 Timeline ULTA ULTA BEAUTY INC More: the full row for ULTA BEAUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 391 shares; 2024Q4: 391 shares; 2025Q1: 392 shares; 2025Q2: 392 shares; 2025Q3: 392 shares; 2025Q4: 392 shares; 2026Q1: 392 shares; 2026Q2: 59 shares 59 $27K <0.01% -333 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: 1,109 shares; 2024Q4: 614 shares; 2025Q1: 869 shares; 2025Q2: 625 shares; 2025Q3: 632 shares; 2025Q4: 385 shares; 2026Q1: 343 shares; 2026Q2: 310 shares 310 $27K <0.01% -33 Timeline IYJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 209 shares; 2024Q4: 209 shares; 2025Q1: 209 shares; 2025Q2: 209 shares; 2025Q3: 192 shares; 2025Q4: 192 shares; 2026Q1: 161 shares; 2026Q2: 161 shares 161 $27K <0.01% 0 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 340 shares; 2026Q2: 340 shares 340 $27K <0.01% 0 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 232 shares; 2024Q4: 232 shares; 2025Q1: 232 shares; 2025Q2: 232 shares; 2025Q3: 232 shares; 2025Q4: 232 shares; 2026Q1: 232 shares; 2026Q2: 232 shares 232 $27K <0.01% 0 Timeline XNTK 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: 70 shares; 2024Q4: 70 shares; 2025Q1: 70 shares; 2025Q2: 70 shares; 2025Q3: 70 shares; 2025Q4: 70 shares; 2026Q1: 70 shares; 2026Q2: 70 shares 70 $27K <0.01% 0 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 289 shares; 2024Q4: 281 shares; 2025Q1: 281 shares; 2025Q2: 281 shares; 2025Q3: 281 shares; 2025Q4: 281 shares; 2026Q1: 281 shares; 2026Q2: 281 shares 281 $26K <0.01% 0 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 489 shares; 2024Q4: 489 shares; 2025Q1: 539 shares; 2025Q2: 539 shares; 2025Q3: 312 shares; 2025Q4: 312 shares; 2026Q1: 312 shares; 2026Q2: 312 shares 312 $26K <0.01% 0 Timeline AEE AMEREN CORP More: the full row for AMEREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 226 shares; 2024Q4: 226 shares; 2025Q1: 226 shares; 2025Q2: 226 shares; 2025Q3: 226 shares; 2025Q4: 226 shares; 2026Q1: 226 shares; 2026Q2: 226 shares 226 $26K <0.01% 0 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 177 shares; 2024Q4: 178 shares; 2025Q1: 179 shares; 2025Q2: 179 shares; 2025Q3: 180 shares; 2025Q4: 181 shares; 2026Q1: 181 shares; 2026Q2: 182 shares 182 $25K <0.01% +1 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: 96 shares; 2024Q4: 96 shares; 2025Q1: 96 shares; 2025Q2: 96 shares; 2025Q3: 96 shares; 2025Q4: 204 shares; 2026Q1: 177 shares; 2026Q2: 178 shares 178 $25K <0.01% +1 Timeline AESI ATLAS ENERGY SOLUTIONS INC More: the full row for ATLAS ENERGY SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,525 shares; 2025Q2: 1,525 shares; 2025Q3: 1,525 shares; 2025Q4: 1,525 shares; 2026Q1: 1,525 shares; 2026Q2: 1,525 shares 1,525 $25K <0.01% 0 Timeline VOOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 38 shares; 2024Q4: 44 shares; 2025Q1: 44 shares; 2025Q2: 47 shares; 2025Q3: 47 shares; 2025Q4: 49 shares; 2026Q1: 49 shares; 2026Q2: 294 shares 294 $24K <0.01% +245 Timeline DBEF DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 613 shares; 2024Q4: 613 shares; 2025Q1: 613 shares; 2025Q2: 432 shares; 2025Q3: 432 shares; 2025Q4: 432 shares; 2026Q1: 432 shares; 2026Q2: 432 shares 432 $24K <0.01% 0 Timeline FXE INVESCO CURRENCYSHARES EURO More: the full row for INVESCO CURRENCYSHARES EURO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 230 shares; 2025Q4: 230 shares; 2026Q1: 230 shares; 2026Q2: 230 shares 230 $24K <0.01% 0 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: 2,703 shares; 2024Q4: 259 shares; 2025Q1: 259 shares; 2025Q2: 259 shares; 2025Q3: 259 shares; 2025Q4: 259 shares; 2026Q1: 259 shares; 2026Q2: 250 shares 250 $24K <0.01% -9 Timeline LMUB 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: 472 shares 472 $24K <0.01% new Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 55 shares; 2024Q4: 55 shares; 2025Q1: 158 shares; 2025Q2: 55 shares; 2025Q3: 83 shares; 2025Q4: 55 shares; 2026Q1: 55 shares; 2026Q2: 186 shares 186 $23K <0.01% +131 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: 326 shares; 2024Q4: 244 shares; 2025Q1: 245 shares; 2025Q2: 246 shares; 2025Q3: 247 shares; 2025Q4: 248 shares; 2026Q1: 239 shares; 2026Q2: 125 shares 125 $23K <0.01% -114 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: 279 shares; 2024Q4: 279 shares; 2025Q1: 279 shares; 2025Q2: 279 shares; 2025Q3: 279 shares; 2025Q4: 279 shares; 2026Q1: 279 shares; 2026Q2: 279 shares 279 $23K <0.01% 0 Timeline TM TOYOTA MOTOR CORP More: the full row for TOYOTA MOTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 128 shares; 2024Q4: 130 shares; 2025Q1: 130 shares; 2025Q2: 132 shares; 2025Q3: 132 shares; 2025Q4: 133 shares; 2026Q1: 133 shares; 2026Q2: 136 shares 136 $23K <0.01% +3 Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 247 shares 247 $23K <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: 139 shares; 2024Q4: 139 shares; 2025Q1: 139 shares; 2025Q2: 139 shares; 2025Q3: 139 shares; 2025Q4: 139 shares; 2026Q1: 139 shares; 2026Q2: 139 shares 139 $23K <0.01% 0 Timeline INOD INNODATA INC More: the full row for INNODATA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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 $23K <0.01% new Timeline XMHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 200 shares; 2024Q4: 200 shares; 2025Q1: 200 shares; 2025Q2: 200 shares; 2025Q3: 200 shares; 2025Q4: 200 shares; 2026Q1: 200 shares; 2026Q2: 200 shares 200 $23K <0.01% 0 Timeline EDGF ADVISORS INNER CIRCLE FD II More: the full row for ADVISORS INNER CIRCLE FD 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: 932 shares; 2025Q4: 932 shares; 2026Q1: 932 shares; 2026Q2: 932 shares 932 $23K <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: 35 shares; 2024Q4: 55 shares; 2025Q1: 55 shares; 2025Q2: 55 shares; 2025Q3: 65 shares; 2025Q4: 65 shares; 2026Q1: 65 shares; 2026Q2: 65 shares 65 $22K <0.01% 0 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 177 shares; 2025Q2: 131 shares; 2025Q3: 131 shares; 2025Q4: 132 shares; 2026Q1: 132 shares; 2026Q2: 132 shares 132 $22K <0.01% 0 Timeline PHM PULTE GROUP INC More: the full row for PULTE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 146 shares; 2025Q2: 146 shares; 2025Q3: 146 shares; 2025Q4: 146 shares; 2026Q1: 146 shares; 2026Q2: 159 shares 159 $22K <0.01% +13 Timeline SONY SONY GROUP CORP More: the full row for SONY GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,100 shares; 2026Q2: 1,100 shares 1,100 $22K <0.01% 0 Timeline ADMA ADMA BIOLOGICS INC More: the full row for ADMA BIOLOGICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,569 shares; 2025Q2: 2,569 shares; 2025Q3: 2,569 shares; 2025Q4: 2,569 shares; 2026Q1: 2,569 shares; 2026Q2: 2,569 shares 2,569 $22K <0.01% 0 Timeline TBIL RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 457 shares; 2024Q4: 438 shares; 2025Q1: 438 shares; 2025Q2: 438 shares; 2025Q3: 438 shares; 2025Q4: 438 shares; 2026Q1: 438 shares; 2026Q2: 438 shares 438 $22K <0.01% 0 Timeline CLM CORNERSTONE STRATEGIC INVEST More: the full row for CORNERSTONE STRATEGIC INVEST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17 shares; 2024Q4: 17 shares; 2025Q1: 17 shares; 2025Q2: 2,351 shares; 2025Q3: 2,419 shares; 2025Q4: 2,552 shares; 2026Q1: 2,695 shares; 2026Q2: 2,856 shares 2,856 $22K <0.01% +161 Timeline USAR USA RARE EARTH INC More: the full row for USA RARE EARTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,000 shares; 2026Q2: 1,000 shares 1,000 $22K <0.01% 0 Timeline HYDB 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: 3,380 shares; 2025Q1: 4,714 shares; 2025Q2: 1,556 shares; 2025Q3: 1,147 shares; 2025Q4: 546 shares; 2026Q1: 454 shares; 2026Q2: 458 shares 458 $21K <0.01% +4 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 24 shares; 2025Q3: 24 shares; 2025Q4: 60 shares; 2026Q1: 57 shares; 2026Q2: 57 shares 57 $21K <0.01% 0 Timeline BC BRUNSWICK CORP More: the full row for BRUNSWICK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 250 shares; 2024Q4: 250 shares; 2025Q1: 250 shares; 2025Q2: 250 shares; 2025Q3: 250 shares; 2025Q4: 250 shares; 2026Q1: 250 shares; 2026Q2: 250 shares 250 $21K <0.01% 0 Timeline