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: 663,196 shares; 2024Q4: 753,952 shares; 2025Q1: 781,413 shares; 2025Q2: 548,323 shares; 2025Q3: 527,943 shares; 2025Q4: 575,014 shares; 2026Q1: 441,151 shares; 2026Q2: 383,913 shares 383,913 $35.2M 7.05% -57,238 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 37,217 shares; 2025Q3: 94,006 shares; 2025Q4: 155,216 shares; 2026Q1: 201,180 shares; 2026Q2: 237,840 shares 237,840 $32.5M 6.51% +36,660 Timeline FLTR VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 452,043 shares; 2025Q1: 460,292 shares; 2025Q2: 504,422 shares; 2025Q3: 564,220 shares; 2025Q4: 751,841 shares; 2026Q1: 1,002,383 shares; 2026Q2: 1,104,702 shares 1,104,702 $28.3M 5.67% +102,319 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 48,247 shares; 2024Q4: 137,879 shares; 2025Q1: 152,134 shares; 2025Q2: 143,544 shares; 2025Q3: 171,745 shares; 2025Q4: 171,211 shares; 2026Q1: 146,933 shares; 2026Q2: 186,754 shares 186,754 $18.8M 3.77% +39,821 Timeline SRLN SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 65,926 shares; 2024Q4: 100,795 shares; 2025Q1: 111,614 shares; 2025Q2: 128,260 shares; 2025Q3: 147,907 shares; 2025Q4: 223,632 shares; 2026Q1: 379,118 shares; 2026Q2: 461,725 shares 461,725 $18.6M 3.73% +82,607 Timeline ASA ASA GOLD AND PRECIOUS MTLS L More: the full row for ASA GOLD AND PRECIOUS MTLS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 542,838 shares; 2024Q4: 533,352 shares; 2025Q1: 502,146 shares; 2025Q2: 500,209 shares; 2025Q3: 478,820 shares; 2025Q4: 460,916 shares; 2026Q1: 317,179 shares; 2026Q2: 329,331 shares 329,331 $17.1M 3.43% +12,152 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 54,161 shares; 2024Q4: 52,768 shares; 2025Q1: 45,967 shares; 2025Q2: 48,139 shares; 2025Q3: 103,965 shares; 2025Q4: 134,496 shares; 2026Q1: 169,565 shares; 2026Q2: 202,235 shares 202,235 $15.3M 3.07% +32,670 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 191,716 shares; 2025Q1: 205,748 shares; 2025Q2: 216,060 shares; 2025Q3: 235,966 shares; 2025Q4: 245,708 shares; 2026Q1: 269,145 shares; 2026Q2: 304,623 shares 304,623 $15.3M 3.07% +35,478 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 188,242 shares; 2025Q3: 176,623 shares; 2025Q4: 166,706 shares; 2026Q1: 171,305 shares; 2026Q2: 180,384 shares 180,384 $15.1M 3.03% +9,079 Timeline FPE FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 403,607 shares; 2024Q4: 450,580 shares; 2025Q1: 465,707 shares; 2025Q2: 487,611 shares; 2025Q3: 520,584 shares; 2025Q4: 570,695 shares; 2026Q1: 668,860 shares; 2026Q2: 775,066 shares 775,066 $13.9M 2.78% +106,206 Timeline LQDH ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,068 shares; 2025Q3: 13,319 shares; 2025Q4: 55,452 shares; 2026Q1: 113,196 shares; 2026Q2: 123,444 shares 123,444 $11.5M 2.3% +10,248 Timeline SHYG 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: 5,283 shares; 2025Q2: 14,947 shares; 2025Q3: 32,212 shares; 2025Q4: 130,400 shares; 2026Q1: 257,699 shares; 2026Q2: 270,157 shares 270,157 $11.5M 2.3% +12,458 Timeline VSS VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 46,744 shares; 2025Q3: 47,163 shares; 2025Q4: 51,371 shares; 2026Q1: 58,151 shares; 2026Q2: 64,646 shares 64,646 $9.97M 2% +6,495 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 204,249 shares; 2025Q3: 163,125 shares; 2025Q4: 144,847 shares; 2026Q1: 137,944 shares; 2026Q2: 142,459 shares 142,459 $7.62M 1.53% +4,515 Timeline XSSPX NUVEEN S&P 500 DYNAMIC OVERW More: the full row for NUVEEN S&P 500 DYNAMIC OVERW Quarterly shares; oldest to newest; 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: 325,501 shares; 2026Q2: 345,118 shares 345,118 $6.43M 1.29% +19,617 Timeline SHV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,946 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 124,876 shares; 2026Q1: 104,097 shares; 2026Q2: 54,437 shares 54,437 $6.01M 1.2% -49,660 Timeline DBL DOUBLELINE OPPORTUNISTIC CR More: the full row for DOUBLELINE OPPORTUNISTIC CR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 292,701 shares; 2024Q4: 378,659 shares; 2025Q1: 373,236 shares; 2025Q2: 398,592 shares; 2025Q3: 396,595 shares; 2025Q4: 345,569 shares; 2026Q1: 363,804 shares; 2026Q2: 405,759 shares 405,759 $5.83M 1.17% +41,955 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: 18,513 shares; 2024Q4: 17,235 shares; 2025Q1: 17,701 shares; 2025Q2: 17,529 shares; 2025Q3: 17,523 shares; 2025Q4: 17,834 shares; 2026Q1: 18,647 shares; 2026Q2: 18,339 shares 18,339 $5.31M 1.06% -308 Timeline JBL JABIL INC More: the full row for JABIL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,982 shares; 2024Q4: 18,471 shares; 2025Q1: 18,805 shares; 2025Q2: 18,718 shares; 2025Q3: 17,049 shares; 2025Q4: 15,120 shares; 2026Q1: 14,449 shares; 2026Q2: 13,011 shares 13,011 $5.02M 1% -1,438 Timeline PSK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 83,360 shares; 2024Q4: 123,527 shares; 2025Q1: 144,463 shares; 2025Q2: 153,924 shares; 2025Q3: 152,181 shares; 2025Q4: 115,440 shares; 2026Q1: 133,511 shares; 2026Q2: 164,235 shares 164,235 $5.01M 1% +30,724 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: 16,101 shares; 2024Q4: 15,736 shares; 2025Q1: 15,035 shares; 2025Q2: 15,080 shares; 2025Q3: 15,065 shares; 2025Q4: 14,820 shares; 2026Q1: 15,428 shares; 2026Q2: 15,139 shares 15,139 $4.96M 0.99% -289 Timeline BEN FRANKLIN TEMPLETON INC More: the full row for FRANKLIN TEMPLETON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 132,569 shares; 2024Q4: 159,738 shares; 2025Q1: 177,209 shares; 2025Q2: 178,885 shares; 2025Q3: 178,888 shares; 2025Q4: 148,317 shares; 2026Q1: 148,496 shares; 2026Q2: 137,115 shares 137,115 $4.56M 0.91% -11,381 Timeline RFG 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: 195,475 shares; 2024Q4: 193,814 shares; 2025Q1: 205,196 shares; 2025Q2: 70,309 shares; 2025Q3: 69,387 shares; 2025Q4: 69,387 shares; 2026Q1: 68,813 shares; 2026Q2: 68,091 shares 68,091 $4.39M 0.88% -722 Timeline MAGS 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: 5,050 shares; 2025Q3: 23,845 shares; 2025Q4: 39,100 shares; 2026Q1: 57,233 shares; 2026Q2: 67,860 shares 67,860 $4.36M 0.87% +10,627 Timeline HGER HARBOR ETF TRUST More: the full row for HARBOR ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 54,855 shares; 2024Q4: 71,621 shares; 2025Q1: 72,811 shares; 2025Q2: 76,682 shares; 2025Q3: 102,049 shares; 2025Q4: 118,478 shares; 2026Q1: 130,055 shares; 2026Q2: 138,533 shares 138,533 $4.06M 0.81% +8,478 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: 17,643 shares; 2024Q4: 17,493 shares; 2025Q1: 16,840 shares; 2025Q2: 16,747 shares; 2025Q3: 16,094 shares; 2025Q4: 15,615 shares; 2026Q1: 10,447 shares; 2026Q2: 10,320 shares 10,320 $3.8M 0.76% -127 Timeline APAM ARTISAN PARTNERS ASSET MGMT More: the full row for ARTISAN PARTNERS ASSET MGMT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 69,083 shares; 2024Q4: 71,712 shares; 2025Q1: 77,190 shares; 2025Q2: 81,801 shares; 2025Q3: 82,494 shares; 2025Q4: 74,530 shares; 2026Q1: 81,511 shares; 2026Q2: 109,104 shares 109,104 $3.77M 0.75% +27,593 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5 shares; 2025Q2: 5 shares; 2025Q3: 5 shares; 2025Q4: 5 shares; 2026Q1: 5 shares; 2026Q2: 5 shares 5 $3.74M 0.75% 0 Timeline RZG 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: 164,458 shares; 2024Q4: 163,961 shares; 2025Q1: 171,485 shares; 2025Q2: 50,297 shares; 2025Q3: 50,013 shares; 2025Q4: 50,000 shares; 2026Q1: 49,803 shares; 2026Q2: 49,286 shares 49,286 $3.58M 0.72% -517 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: 113,504 shares; 2024Q4: 115,325 shares; 2025Q1: 108,695 shares; 2025Q2: 19,182 shares; 2025Q3: 36,086 shares; 2025Q4: 37,703 shares; 2026Q1: 39,432 shares; 2026Q2: 45,934 shares 45,934 $3.47M 0.69% +6,502 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: 18,184 shares; 2024Q4: 22,349 shares; 2025Q1: 23,740 shares; 2025Q2: 26,391 shares; 2025Q3: 27,611 shares; 2025Q4: 24,692 shares; 2026Q1: 24,190 shares; 2026Q2: 24,919 shares 24,919 $3.41M 0.68% +729 Timeline CAIE CALAMOS ETF TR More: the full row for CALAMOS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 73,771 shares; 2025Q4: 80,937 shares; 2026Q1: 103,780 shares; 2026Q2: 125,120 shares 125,120 $3.4M 0.68% +21,340 Timeline VSH VISHAY INTERTECHNOLOGY INC More: the full row for VISHAY INTERTECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,593 shares; 2024Q4: 105,623 shares; 2025Q1: 123,144 shares; 2025Q2: 137,943 shares; 2025Q3: 132,904 shares; 2025Q4: 95,774 shares; 2026Q1: 91,912 shares; 2026Q2: 62,861 shares 62,861 $3.38M 0.68% -29,051 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: 44,791 shares; 2024Q4: 50,493 shares; 2025Q1: 47,586 shares; 2025Q2: 46,858 shares; 2025Q3: 45,392 shares; 2025Q4: 36,701 shares; 2026Q1: 37,233 shares; 2026Q2: 28,629 shares 28,629 $3.36M 0.67% -8,604 Timeline SPTM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,904 shares; 2024Q4: 8,025 shares; 2025Q1: 8,025 shares; 2025Q2: 7,925 shares; 2025Q3: 23,603 shares; 2025Q4: 28,683 shares; 2026Q1: 34,885 shares; 2026Q2: 35,439 shares 35,439 $3.22M 0.64% +554 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: 1,074 shares; 2024Q4: 1,066 shares; 2025Q1: 1,287 shares; 2025Q2: 1,292 shares; 2025Q3: 1,292 shares; 2025Q4: 4,785 shares; 2026Q1: 4,770 shares; 2026Q2: 4,255 shares 4,255 $3.19M 0.64% -515 Timeline FGD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 89,705 shares; 2024Q4: 111,324 shares; 2025Q1: 108,184 shares; 2025Q2: 110,814 shares; 2025Q3: 108,920 shares; 2025Q4: 95,179 shares; 2026Q1: 93,315 shares; 2026Q2: 96,316 shares 96,316 $3.08M 0.62% +3,001 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: 12,196 shares; 2024Q4: 13,344 shares; 2025Q1: 13,214 shares; 2025Q2: 13,404 shares; 2025Q3: 12,666 shares; 2025Q4: 11,418 shares; 2026Q1: 11,513 shares; 2026Q2: 11,534 shares 11,534 $2.93M 0.59% +21 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,320 shares; 2024Q4: 24,579 shares; 2025Q1: 26,151 shares; 2025Q2: 29,035 shares; 2025Q3: 28,807 shares; 2025Q4: 17,198 shares; 2026Q1: 20,190 shares; 2026Q2: 22,201 shares 22,201 $2.88M 0.58% +2,011 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,095 shares; 2024Q4: 26,642 shares; 2025Q1: 30,045 shares; 2025Q2: 35,497 shares; 2025Q3: 39,746 shares; 2025Q4: 30,602 shares; 2026Q1: 32,651 shares; 2026Q2: 32,962 shares 32,962 $2.87M 0.57% +311 Timeline BWA BORGWARNER INC More: the full row for BORGWARNER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 44,058 shares; 2024Q4: 54,244 shares; 2025Q1: 62,069 shares; 2025Q2: 66,365 shares; 2025Q3: 59,732 shares; 2025Q4: 48,523 shares; 2026Q1: 45,928 shares; 2026Q2: 42,643 shares 42,643 $2.83M 0.57% -3,285 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: 6,410 shares; 2024Q4: 6,011 shares; 2025Q1: 6,410 shares; 2025Q2: 6,592 shares; 2025Q3: 6,592 shares; 2025Q4: 6,833 shares; 2026Q1: 7,755 shares; 2026Q2: 7,306 shares 7,306 $2.61M 0.52% -449 Timeline BDC BELDEN INC More: the full row for BELDEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,816 shares; 2024Q4: 22,025 shares; 2025Q1: 23,679 shares; 2025Q2: 24,161 shares; 2025Q3: 22,951 shares; 2025Q4: 20,228 shares; 2026Q1: 19,710 shares; 2026Q2: 21,690 shares 21,690 $2.6M 0.52% +1,980 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: 152,648 shares; 2024Q4: 156,622 shares; 2025Q1: 160,362 shares; 2025Q2: 42,149 shares; 2025Q3: 41,902 shares; 2025Q4: 40,786 shares; 2026Q1: 40,786 shares; 2026Q2: 40,301 shares 40,301 $2.57M 0.52% -485 Timeline DBMF IM GLOBAL PARTNER FUNDS More: the full row for IM GLOBAL PARTNER FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 44,856 shares; 2024Q4: 76,635 shares; 2025Q1: 66,797 shares; 2025Q2: 66,857 shares; 2025Q3: 62,665 shares; 2025Q4: 64,067 shares; 2026Q1: 74,778 shares; 2026Q2: 83,866 shares 83,866 $2.57M 0.51% +9,088 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: 13,800 shares; 2024Q4: 15,604 shares; 2025Q1: 16,346 shares; 2025Q2: 17,411 shares; 2025Q3: 16,589 shares; 2025Q4: 8,687 shares; 2026Q1: 9,488 shares; 2026Q2: 8,353 shares 8,353 $2.49M 0.5% -1,135 Timeline QAI 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: 57,321 shares; 2024Q4: 54,842 shares; 2025Q1: 56,284 shares; 2025Q2: 56,790 shares; 2025Q3: 55,082 shares; 2025Q4: 56,510 shares; 2026Q1: 61,831 shares; 2026Q2: 68,008 shares 68,008 $2.49M 0.5% +6,177 Timeline CR CRANE COMPANY More: the full row for CRANE COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,335 shares; 2024Q4: 9,535 shares; 2025Q1: 11,405 shares; 2025Q2: 11,441 shares; 2025Q3: 10,818 shares; 2025Q4: 9,025 shares; 2026Q1: 8,945 shares; 2026Q2: 9,537 shares 9,537 $2.13M 0.43% +592 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: 40,633 shares; 2024Q4: 44,313 shares; 2025Q1: 53,802 shares; 2025Q2: 56,499 shares; 2025Q3: 52,289 shares; 2025Q4: 40,631 shares; 2026Q1: 36,344 shares; 2026Q2: 33,603 shares 33,603 $2.11M 0.42% -2,741 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: 5,450 shares; 2024Q4: 4,962 shares; 2025Q1: 5,141 shares; 2025Q2: 5,337 shares; 2025Q3: 5,337 shares; 2025Q4: 5,124 shares; 2026Q1: 6,052 shares; 2026Q2: 5,269 shares 5,269 $1.97M 0.39% -783 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: 18,443 shares; 2024Q4: 18,257 shares; 2025Q1: 17,987 shares; 2025Q2: 16,514 shares; 2025Q3: 16,514 shares; 2025Q4: 16,173 shares; 2026Q1: 16,173 shares; 2026Q2: 16,144 shares 16,144 $1.92M 0.39% -29 Timeline SWKS SKYWORKS SOLUTIONS INC More: the full row for SKYWORKS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,753 shares; 2024Q4: 28,573 shares; 2025Q1: 37,784 shares; 2025Q2: 38,135 shares; 2025Q3: 36,310 shares; 2025Q4: 22,571 shares; 2026Q1: 27,025 shares; 2026Q2: 27,164 shares 27,164 $1.84M 0.37% +139 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: 5,339 shares; 2024Q4: 5,185 shares; 2025Q1: 5,246 shares; 2025Q2: 5,305 shares; 2025Q3: 5,291 shares; 2025Q4: 5,299 shares; 2026Q1: 5,419 shares; 2026Q2: 5,353 shares 5,353 $1.84M 0.37% -66 Timeline ATKR ATKORE INC More: the full row for ATKORE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,050 shares; 2024Q4: 18,723 shares; 2025Q1: 30,776 shares; 2025Q2: 33,473 shares; 2025Q3: 33,236 shares; 2025Q4: 21,510 shares; 2026Q1: 24,483 shares; 2026Q2: 23,955 shares 23,955 $1.82M 0.36% -528 Timeline GEF GREIF INC More: the full row for GREIF INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,648 shares; 2024Q4: 30,684 shares; 2025Q1: 34,504 shares; 2025Q2: 37,869 shares; 2025Q3: 34,440 shares; 2025Q4: 20,857 shares; 2026Q1: 21,724 shares; 2026Q2: 24,426 shares 24,426 $1.82M 0.36% +2,702 Timeline AIA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,989 shares; 2024Q4: 14,149 shares; 2025Q1: 14,085 shares; 2025Q2: 14,162 shares; 2025Q3: 13,852 shares; 2025Q4: 13,660 shares; 2026Q1: 13,460 shares; 2026Q2: 12,598 shares 12,598 $1.78M 0.36% -862 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: 12,300 shares; 2024Q4: 15,762 shares; 2025Q1: 17,339 shares; 2025Q2: 18,631 shares; 2025Q3: 17,773 shares; 2025Q4: 13,481 shares; 2026Q1: 13,352 shares; 2026Q2: 13,661 shares 13,661 $1.76M 0.35% +309 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: 5,772 shares; 2024Q4: 4,383 shares; 2025Q1: 4,954 shares; 2025Q2: 5,364 shares; 2025Q3: 5,314 shares; 2025Q4: 4,660 shares; 2026Q1: 4,528 shares; 2026Q2: 4,934 shares 4,934 $1.74M 0.35% +406 Timeline CTSH COGNIZANT TECHNOLOGY SOLUTIO More: the full row for COGNIZANT TECHNOLOGY SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,795 shares; 2024Q4: 11,696 shares; 2025Q1: 11,649 shares; 2025Q2: 11,660 shares; 2025Q3: 9,636 shares; 2025Q4: 9,664 shares; 2026Q1: 18,676 shares; 2026Q2: 43,869 shares 43,869 $1.7M 0.34% +25,193 Timeline CLF CLEVELAND-CLIFFS INC NEW More: the full row for CLEVELAND-CLIFFS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 133,717 shares; 2024Q4: 148,672 shares; 2025Q1: 225,499 shares; 2025Q2: 259,463 shares; 2025Q3: 213,862 shares; 2025Q4: 149,829 shares; 2026Q1: 169,077 shares; 2026Q2: 177,993 shares 177,993 $1.67M 0.33% +8,916 Timeline HOG HARLEY DAVIDSON INC More: the full row for HARLEY DAVIDSON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 41,472 shares; 2024Q4: 51,717 shares; 2025Q1: 71,369 shares; 2025Q2: 81,335 shares; 2025Q3: 78,686 shares; 2025Q4: 44,293 shares; 2026Q1: 69,073 shares; 2026Q2: 67,624 shares 67,624 $1.65M 0.33% -1,449 Timeline FMF 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: 21,486 shares; 2025Q4: 24,142 shares; 2026Q1: 27,521 shares; 2026Q2: 32,986 shares 32,986 $1.65M 0.33% +5,465 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: 13,381 shares; 2024Q4: 13,950 shares; 2025Q1: 13,001 shares; 2025Q2: 13,152 shares; 2025Q3: 12,550 shares; 2025Q4: 10,877 shares; 2026Q1: 11,432 shares; 2026Q2: 8,869 shares 8,869 $1.64M 0.33% -2,563 Timeline PCAR PACCAR INC More: the full row for PACCAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,043 shares; 2024Q4: 13,987 shares; 2025Q1: 14,542 shares; 2025Q2: 16,220 shares; 2025Q3: 16,582 shares; 2025Q4: 12,701 shares; 2026Q1: 12,266 shares; 2026Q2: 13,215 shares 13,215 $1.59M 0.32% +949 Timeline CHRW C H ROBINSON WORLDWIDE IN More: the full row for C H ROBINSON WORLDWIDE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,203 shares; 2024Q4: 13,693 shares; 2025Q1: 13,373 shares; 2025Q2: 13,749 shares; 2025Q3: 12,049 shares; 2025Q4: 9,657 shares; 2026Q1: 8,495 shares; 2026Q2: 8,413 shares 8,413 $1.58M 0.32% -82 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: 9,526 shares; 2024Q4: 13,228 shares; 2025Q1: 13,421 shares; 2025Q2: 14,005 shares; 2025Q3: 13,452 shares; 2025Q4: 11,777 shares; 2026Q1: 11,658 shares; 2026Q2: 11,519 shares 11,519 $1.56M 0.31% -139 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,591 shares; 2024Q4: 4,571 shares; 2025Q1: 4,582 shares; 2025Q2: 4,597 shares; 2025Q3: 4,597 shares; 2025Q4: 4,597 shares; 2026Q1: 4,597 shares; 2026Q2: 4,597 shares 4,597 $1.55M 0.31% 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: 15,567 shares; 2024Q4: 15,274 shares; 2025Q1: 15,148 shares; 2025Q2: 15,148 shares; 2025Q3: 14,858 shares; 2025Q4: 13,880 shares; 2026Q1: 13,578 shares; 2026Q2: 13,454 shares 13,454 $1.51M 0.3% -124 Timeline TXUE THORNBURG ETF TR More: the full row for THORNBURG 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: 44,516 shares; 2026Q2: 43,621 shares 43,621 $1.51M 0.3% -895 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,064 shares; 2024Q4: 10,875 shares; 2025Q1: 10,785 shares; 2025Q2: 12,146 shares; 2025Q3: 13,228 shares; 2025Q4: 13,601 shares; 2026Q1: 15,506 shares; 2026Q2: 15,612 shares 15,612 $1.49M 0.3% +106 Timeline RLY SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 47,225 shares; 2024Q4: 47,174 shares; 2025Q1: 49,319 shares; 2025Q2: 50,592 shares; 2025Q3: 41,989 shares; 2025Q4: 39,089 shares; 2026Q1: 40,502 shares; 2026Q2: 42,867 shares 42,867 $1.48M 0.3% +2,365 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,166 shares; 2024Q4: 3,270 shares; 2025Q1: 3,525 shares; 2025Q2: 3,653 shares; 2025Q3: 3,376 shares; 2025Q4: 2,514 shares; 2026Q1: 2,334 shares; 2026Q2: 2,057 shares 2,057 $1.47M 0.29% -277 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,514 shares; 2024Q4: 10,732 shares; 2025Q1: 12,461 shares; 2025Q2: 13,087 shares; 2025Q3: 12,496 shares; 2025Q4: 9,679 shares; 2026Q1: 9,622 shares; 2026Q2: 10,045 shares 10,045 $1.44M 0.29% +423 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: 3,529 shares; 2024Q4: 2,478 shares; 2025Q1: 3,139 shares; 2025Q2: 4,562 shares; 2025Q3: 4,562 shares; 2025Q4: 4,699 shares; 2026Q1: 4,487 shares; 2026Q2: 3,803 shares 3,803 $1.41M 0.28% -684 Timeline TRN TRINITY INDS INC More: the full row for TRINITY INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 37,772 shares; 2024Q4: 42,058 shares; 2025Q1: 51,898 shares; 2025Q2: 57,196 shares; 2025Q3: 55,438 shares; 2025Q4: 40,672 shares; 2026Q1: 40,079 shares; 2026Q2: 40,071 shares 40,071 $1.39M 0.28% -8 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: 12,279 shares; 2024Q4: 13,500 shares; 2025Q1: 12,884 shares; 2025Q2: 12,603 shares; 2025Q3: 7,640 shares; 2025Q4: 6,020 shares; 2026Q1: 5,776 shares; 2026Q2: 4,833 shares 4,833 $1.36M 0.27% -943 Timeline CC CHEMOURS CO More: the full row for CHEMOURS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 54,835 shares; 2024Q4: 78,325 shares; 2025Q1: 122,032 shares; 2025Q2: 142,875 shares; 2025Q3: 123,973 shares; 2025Q4: 73,609 shares; 2026Q1: 76,249 shares; 2026Q2: 65,520 shares 65,520 $1.34M 0.27% -10,729 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: 12,389 shares; 2024Q4: 12,374 shares; 2025Q1: 12,209 shares; 2025Q2: 12,209 shares; 2025Q3: 12,209 shares; 2025Q4: 11,716 shares; 2026Q1: 11,457 shares; 2026Q2: 11,007 shares 11,007 $1.31M 0.26% -450 Timeline EMQQ EXCHANGE TRADED CONCEPTS TRU More: the full row for EXCHANGE TRADED CONCEPTS TRU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 43,045 shares; 2024Q4: 43,048 shares; 2025Q1: 42,357 shares; 2025Q2: 42,357 shares; 2025Q3: 41,722 shares; 2025Q4: 41,799 shares; 2026Q1: 41,769 shares; 2026Q2: 40,629 shares 40,629 $1.27M 0.25% -1,140 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,776 shares; 2025Q4: 10,433 shares; 2026Q1: 9,671 shares; 2026Q2: 9,545 shares 9,545 $1.25M 0.25% -126 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: 6,135 shares; 2024Q4: 6,777 shares; 2025Q1: 6,394 shares; 2025Q2: 6,769 shares; 2025Q3: 6,235 shares; 2025Q4: 4,958 shares; 2026Q1: 5,002 shares; 2026Q2: 4,906 shares 4,906 $1.23M 0.25% -96 Timeline DXC DXC TECHNOLOGY CO More: the full row for DXC TECHNOLOGY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 69,022 shares; 2024Q4: 83,467 shares; 2025Q1: 101,974 shares; 2025Q2: 112,567 shares; 2025Q3: 116,187 shares; 2025Q4: 63,170 shares; 2026Q1: 89,449 shares; 2026Q2: 139,176 shares 139,176 $1.23M 0.25% +49,727 Timeline RPV INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 32,841 shares; 2024Q4: 31,854 shares; 2025Q1: 31,841 shares; 2025Q2: 11,620 shares; 2025Q3: 11,171 shares; 2025Q4: 10,607 shares; 2026Q1: 10,597 shares; 2026Q2: 10,441 shares 10,441 $1.19M 0.24% -156 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: 18,616 shares; 2024Q4: 8,215 shares; 2025Q1: 19,152 shares; 2025Q2: 19,660 shares; 2025Q3: 18,736 shares; 2025Q4: 18,902 shares; 2026Q1: 18,639 shares; 2026Q2: 16,480 shares 16,480 $1.17M 0.24% -2,159 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: 1,868 shares; 2024Q4: 3,246 shares; 2025Q1: 3,215 shares; 2025Q2: 3,608 shares; 2025Q3: 3,323 shares; 2025Q4: 2,522 shares; 2026Q1: 3,048 shares; 2026Q2: 3,235 shares 3,235 $1.17M 0.23% +187 Timeline HUN HUNTSMAN CORP More: the full row for HUNTSMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 63,449 shares; 2024Q4: 76,606 shares; 2025Q1: 115,641 shares; 2025Q2: 149,044 shares; 2025Q3: 170,283 shares; 2025Q4: 82,541 shares; 2026Q1: 108,523 shares; 2026Q2: 109,506 shares 109,506 $1.16M 0.23% +983 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,817 shares; 2024Q4: 1,728 shares; 2025Q1: 1,887 shares; 2025Q2: 1,887 shares; 2025Q3: 2,027 shares; 2025Q4: 2,093 shares; 2026Q1: 2,193 shares; 2026Q2: 2,293 shares 2,293 $1.15M 0.23% +100 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: 5,077 shares; 2024Q4: 4,776 shares; 2025Q1: 4,791 shares; 2025Q2: 5,878 shares; 2025Q3: 5,153 shares; 2025Q4: 5,499 shares; 2026Q1: 5,777 shares; 2026Q2: 6,027 shares 6,027 $1.14M 0.23% +250 Timeline DINO HF SINCLAIR CORP More: the full row for HF SINCLAIR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,332 shares; 2024Q4: 22,221 shares; 2025Q1: 34,149 shares; 2025Q2: 34,063 shares; 2025Q3: 28,393 shares; 2025Q4: 21,632 shares; 2026Q1: 20,864 shares; 2026Q2: 16,376 shares 16,376 $1.14M 0.23% -4,488 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: 13,425 shares; 2024Q4: 18,556 shares; 2025Q1: 22,349 shares; 2025Q2: 21,495 shares; 2025Q3: 19,668 shares; 2025Q4: 14,088 shares; 2026Q1: 14,271 shares; 2026Q2: 12,351 shares 12,351 $1.13M 0.23% -1,920 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,517 shares; 2024Q4: 45,304 shares; 2025Q1: 42,718 shares; 2025Q2: 42,718 shares; 2025Q3: 42,718 shares; 2025Q4: 41,650 shares; 2026Q1: 41,650 shares; 2026Q2: 38,675 shares 38,675 $1.12M 0.22% -2,975 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: 5,627 shares; 2024Q4: 10,258 shares; 2025Q1: 12,161 shares; 2025Q2: 7,786 shares; 2025Q3: 6,946 shares; 2025Q4: 6,487 shares; 2026Q1: 6,618 shares; 2026Q2: 5,922 shares 5,922 $1.11M 0.22% -696 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: 820 shares; 2024Q4: 807 shares; 2025Q1: 807 shares; 2025Q2: 819 shares; 2025Q3: 819 shares; 2025Q4: 925 shares; 2026Q1: 925 shares; 2026Q2: 925 shares 925 $1.11M 0.22% 0 Timeline AYI ACUITY INC More: the full row for ACUITY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,778 shares; 2024Q4: 3,699 shares; 2025Q1: 4,134 shares; 2025Q2: 4,333 shares; 2025Q3: 3,912 shares; 2025Q4: 3,175 shares; 2026Q1: 3,215 shares; 2026Q2: 2,852 shares 2,852 $1.07M 0.22% -363 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: 13,479 shares; 2024Q4: 12,924 shares; 2025Q1: 13,205 shares; 2025Q2: 12,846 shares; 2025Q3: 7,173 shares; 2025Q4: 5,549 shares; 2026Q1: 5,691 shares; 2026Q2: 5,047 shares 5,047 $1.07M 0.22% -644 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: 1,050 shares; 2024Q4: 1,048 shares; 2025Q1: 1,168 shares; 2025Q2: 1,191 shares; 2025Q3: 1,082 shares; 2025Q4: 829 shares; 2026Q1: 794 shares; 2026Q2: 768 shares 768 $1.05M 0.21% -26 Timeline MBIN MERCHANTS BANCORP IND More: the full row for MERCHANTS BANCORP IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 34,012 shares; 2024Q4: 35,814 shares; 2025Q1: 37,783 shares; 2025Q2: 39,126 shares; 2025Q3: 35,097 shares; 2025Q4: 24,035 shares; 2026Q1: 22,916 shares; 2026Q2: 20,466 shares 20,466 $1.02M 0.21% -2,450 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,248 shares; 2025Q3: 4,148 shares; 2025Q4: 4,148 shares; 2026Q1: 4,188 shares; 2026Q2: 3,951 shares 3,951 $1.01M 0.2% -237 Timeline FINS ANGEL OAK FINL STRATEGIES IN More: the full row for ANGEL OAK FINL STRATEGIES IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 96,746 shares; 2024Q4: 87,401 shares; 2025Q1: 86,534 shares; 2025Q2: 86,226 shares; 2025Q3: 85,812 shares; 2025Q4: 71,524 shares; 2026Q1: 79,150 shares; 2026Q2: 77,263 shares 77,263 $989K 0.2% -1,887 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,106 shares; 2024Q4: 11,620 shares; 2025Q1: 11,812 shares; 2025Q2: 12,126 shares; 2025Q3: 11,459 shares; 2025Q4: 8,670 shares; 2026Q1: 10,137 shares; 2026Q2: 9,663 shares 9,663 $987K 0.2% -474 Timeline FTLS FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 9,200 shares; 2025Q1: 11,252 shares; 2025Q2: 11,988 shares; 2025Q3: 10,163 shares; 2025Q4: 9,849 shares; 2026Q1: 11,471 shares; 2026Q2: 13,065 shares 13,065 $964K 0.19% +1,594 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: 2,882 shares; 2024Q4: 3,549 shares; 2025Q1: 3,669 shares; 2025Q2: 3,661 shares; 2025Q3: 3,404 shares; 2025Q4: 2,657 shares; 2026Q1: 2,649 shares; 2026Q2: 3,332 shares 3,332 $901K 0.18% +683 Timeline IDEV 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: 11,126 shares; 2026Q1: 11,126 shares; 2026Q2: 10,010 shares 10,010 $891K 0.18% -1,116 Timeline LEVI LEVI STRAUSS & CO NEW More: the full row for LEVI STRAUSS & CO NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 49,514 shares; 2024Q4: 57,147 shares; 2025Q1: 64,762 shares; 2025Q2: 66,778 shares; 2025Q3: 55,184 shares; 2025Q4: 40,782 shares; 2026Q1: 37,603 shares; 2026Q2: 35,799 shares 35,799 $889K 0.18% -1,804 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: 1,248 shares; 2024Q4: 1,655 shares; 2025Q1: 1,958 shares; 2025Q2: 2,963 shares; 2025Q3: 3,176 shares; 2025Q4: 2,271 shares; 2026Q1: 2,471 shares; 2026Q2: 2,130 shares 2,130 $885K 0.18% -341 Timeline MSM MSC INDL DIRECT INC More: the full row for MSC INDL DIRECT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,539 shares; 2024Q4: 13,708 shares; 2025Q1: 14,426 shares; 2025Q2: 14,963 shares; 2025Q3: 12,900 shares; 2025Q4: 9,482 shares; 2026Q1: 8,979 shares; 2026Q2: 7,437 shares 7,437 $885K 0.18% -1,542 Timeline REET ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,680 shares; 2024Q4: 18,646 shares; 2025Q1: 19,167 shares; 2025Q2: 20,235 shares; 2025Q3: 26,114 shares; 2025Q4: 27,904 shares; 2026Q1: 29,605 shares; 2026Q2: 31,936 shares 31,936 $882K 0.18% +2,331 Timeline SNA SNAP ON INC More: the full row for SNAP ON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,059 shares; 2024Q4: 3,144 shares; 2025Q1: 3,286 shares; 2025Q2: 3,462 shares; 2025Q3: 3,149 shares; 2025Q4: 2,247 shares; 2026Q1: 2,162 shares; 2026Q2: 2,148 shares 2,148 $864K 0.17% -14 Timeline MGA MAGNA INTL INC More: the full row for MAGNA INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,601 shares; 2024Q4: 25,398 shares; 2025Q1: 30,384 shares; 2025Q2: 31,194 shares; 2025Q3: 25,956 shares; 2025Q4: 17,398 shares; 2026Q1: 16,233 shares; 2026Q2: 13,057 shares 13,057 $857K 0.17% -3,176 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: 10,687 shares; 2024Q4: 12,023 shares; 2025Q1: 11,975 shares; 2025Q2: 11,663 shares; 2025Q3: 9,397 shares; 2025Q4: 6,420 shares; 2026Q1: 6,379 shares; 2026Q2: 6,085 shares 6,085 $852K 0.17% -294 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,678 shares; 2026Q1: 6,622 shares; 2026Q2: 5,714 shares 5,714 $847K 0.17% -908 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: 2,291 shares; 2024Q4: 2,527 shares; 2025Q1: 2,593 shares; 2025Q2: 2,695 shares; 2025Q3: 2,389 shares; 2025Q4: 1,491 shares; 2026Q1: 1,451 shares; 2026Q2: 2,480 shares 2,480 $823K 0.16% +1,029 Timeline LRGF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,468 shares; 2024Q4: 10,468 shares; 2025Q1: 10,632 shares; 2025Q2: 10,471 shares; 2025Q3: 10,471 shares; 2025Q4: 10,470 shares; 2026Q1: 10,469 shares; 2026Q2: 10,467 shares 10,467 $792K 0.16% -2 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: 2,431 shares; 2024Q4: 1,864 shares; 2025Q1: 2,990 shares; 2025Q2: 3,237 shares; 2025Q3: 3,415 shares; 2025Q4: 3,339 shares; 2026Q1: 3,522 shares; 2026Q2: 3,320 shares 3,320 $791K 0.16% -202 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: 205,158 shares; 2024Q4: 19,566 shares; 2025Q1: 8,022 shares; 2025Q2: 8,911 shares; 2025Q3: 8,763 shares; 2025Q4: 20,685 shares; 2026Q1: 20,578 shares; 2026Q2: 17,048 shares 17,048 $787K 0.16% -3,530 Timeline AVY AVERY DENNISON CORP More: the full row for AVERY DENNISON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,916 shares; 2024Q4: 4,749 shares; 2025Q1: 5,054 shares; 2025Q2: 5,580 shares; 2025Q3: 4,630 shares; 2025Q4: 2,760 shares; 2026Q1: 2,697 shares; 2026Q2: 4,709 shares 4,709 $765K 0.15% +2,012 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,983 shares; 2026Q1: 10,655 shares; 2026Q2: 9,778 shares 9,778 $754K 0.15% -877 Timeline NCZ VIRTUS CONVERTIBLE & INC FD More: the full row for VIRTUS CONVERTIBLE & INC FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 48,093 shares; 2025Q2: 48,093 shares; 2025Q3: 47,397 shares; 2025Q4: 39,123 shares; 2026Q1: 47,323 shares; 2026Q2: 46,263 shares 46,263 $736K 0.15% -1,060 Timeline BITB BITWISE BITCOIN ETF TR More: the full row for BITWISE BITCOIN 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: 3,335 shares; 2025Q4: 14,287 shares; 2026Q1: 17,359 shares; 2026Q2: 22,743 shares 22,743 $725K 0.15% +5,384 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: 5,654 shares; 2024Q4: 20,692 shares; 2025Q1: 20,689 shares; 2025Q2: 21,291 shares; 2025Q3: 21,291 shares; 2025Q4: 21,286 shares; 2026Q1: 21,282 shares; 2026Q2: 21,279 shares 21,279 $720K 0.14% -3 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: 7,940 shares; 2024Q4: 7,540 shares; 2025Q1: 7,540 shares; 2025Q2: 7,540 shares; 2025Q3: 7,540 shares; 2025Q4: 7,408 shares; 2026Q1: 7,408 shares; 2026Q2: 7,408 shares 7,408 $715K 0.14% 0 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,610 shares; 2024Q4: 17,094 shares; 2025Q1: 16,760 shares; 2025Q2: 16,808 shares; 2025Q3: 15,347 shares; 2025Q4: 11,235 shares; 2026Q1: 12,225 shares; 2026Q2: 12,708 shares 12,708 $706K 0.14% +483 Timeline DFTX DEFINIUM THERAPEUTICS INC More: the full row for DEFINIUM THERAPEUTICS 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: 12,245 shares; 2026Q2: 14,245 shares 14,245 $670K 0.13% +2,000 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: 2,807 shares; 2024Q4: 2,818 shares; 2025Q1: 2,926 shares; 2025Q2: 2,926 shares; 2025Q3: 2,926 shares; 2025Q4: 2,826 shares; 2026Q1: 2,826 shares; 2026Q2: 2,746 shares 2,746 $615K 0.12% -80 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: not reported; 2024Q4: not reported; 2025Q1: 5,133 shares; 2025Q2: 5,133 shares; 2025Q3: 5,003 shares; 2025Q4: 10,586 shares; 2026Q1: 10,568 shares; 2026Q2: 7,420 shares 7,420 $615K 0.12% -3,148 Timeline FMNB FARMERS NATIONAL BANC CORP More: the full row for FARMERS NATIONAL BANC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 58,614 shares; 2024Q4: 62,808 shares; 2025Q1: 73,838 shares; 2025Q2: 77,104 shares; 2025Q3: 66,364 shares; 2025Q4: 39,689 shares; 2026Q1: 39,735 shares; 2026Q2: 41,307 shares 41,307 $603K 0.12% +1,572 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: 4,656 shares; 2024Q4: 5,671 shares; 2025Q1: 5,382 shares; 2025Q2: 5,505 shares; 2025Q3: 4,942 shares; 2025Q4: 3,594 shares; 2026Q1: 3,581 shares; 2026Q2: 3,703 shares 3,703 $600K 0.12% +122 Timeline EWBC EAST WEST BANCORP INC More: the full row for EAST WEST BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,281 shares; 2024Q4: 7,066 shares; 2025Q1: 8,725 shares; 2025Q2: 8,619 shares; 2025Q3: 7,128 shares; 2025Q4: 4,872 shares; 2026Q1: 4,596 shares; 2026Q2: 4,509 shares 4,509 $582K 0.12% -87 Timeline CHH CHOICE HOTELS INTL INC More: the full row for CHOICE HOTELS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 6,190 shares; 2025Q1: 6,174 shares; 2025Q2: 6,198 shares; 2025Q3: 6,198 shares; 2025Q4: 6,198 shares; 2026Q1: 6,198 shares; 2026Q2: 5,198 shares 5,198 $573K 0.11% -1,000 Timeline TROW PRICE T ROWE GROUP INC More: the full row for PRICE T ROWE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,452 shares; 2024Q4: 6,827 shares; 2025Q1: 8,391 shares; 2025Q2: 8,614 shares; 2025Q3: 7,398 shares; 2025Q4: 4,134 shares; 2026Q1: 4,848 shares; 2026Q2: 4,979 shares 4,979 $566K 0.11% +131 Timeline RZV 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: 15,841 shares; 2024Q4: 15,939 shares; 2025Q1: 16,573 shares; 2025Q2: 5,360 shares; 2025Q3: 4,165 shares; 2025Q4: 3,830 shares; 2026Q1: 3,826 shares; 2026Q2: 3,757 shares 3,757 $560K 0.11% -69 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: 2,662 shares; 2024Q4: 2,582 shares; 2025Q1: 2,546 shares; 2025Q2: 2,546 shares; 2025Q3: 2,546 shares; 2025Q4: 2,546 shares; 2026Q1: 3,064 shares; 2026Q2: 2,831 shares 2,831 $539K 0.11% -233 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: 10,276 shares; 2024Q4: 14,241 shares; 2025Q1: 15,781 shares; 2025Q2: 15,969 shares; 2025Q3: 13,480 shares; 2025Q4: 7,993 shares; 2026Q1: 7,575 shares; 2026Q2: 11,235 shares 11,235 $534K 0.11% +3,660 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,040 shares; 2026Q1: 1,040 shares; 2026Q2: 1,185 shares 1,185 $513K 0.1% +145 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 444 shares 444 $513K 0.1% new Timeline PPL PPL CORP More: the full row for PPL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,999 shares; 2024Q4: 16,492 shares; 2025Q1: 18,122 shares; 2025Q2: 18,124 shares; 2025Q3: 15,351 shares; 2025Q4: 9,238 shares; 2026Q1: 8,993 shares; 2026Q2: 14,089 shares 14,089 $512K 0.1% +5,096 Timeline ETHW BITWISE ETHEREUM ETF More: the full row for BITWISE ETHEREUM ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,900 shares; 2025Q4: 17,420 shares; 2026Q1: 27,468 shares; 2026Q2: 43,507 shares 43,507 $491K 0.1% +16,039 Timeline RFV 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: 12,647 shares; 2024Q4: 10,774 shares; 2025Q1: 10,758 shares; 2025Q2: 5,185 shares; 2025Q3: 4,480 shares; 2025Q4: 4,210 shares; 2026Q1: 4,208 shares; 2026Q2: 3,393 shares 3,393 $485K 0.1% -815 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: not reported; 2024Q4: 6,616 shares; 2025Q1: 6,401 shares; 2025Q2: 6,499 shares; 2025Q3: 5,439 shares; 2025Q4: 4,088 shares; 2026Q1: 3,789 shares; 2026Q2: 3,793 shares 3,793 $479K 0.1% +4 Timeline AOA 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: 2,479 shares; 2025Q3: 3,009 shares; 2025Q4: 3,998 shares; 2026Q1: 4,367 shares; 2026Q2: 4,704 shares 4,704 $459K 0.09% +337 Timeline AVK ADVENT CONV & INCOME FD More: the full row for ADVENT CONV & INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 35,885 shares; 2024Q4: 35,016 shares; 2025Q1: 34,849 shares; 2025Q2: 34,780 shares; 2025Q3: 34,781 shares; 2025Q4: 34,783 shares; 2026Q1: 34,784 shares; 2026Q2: 34,785 shares 34,785 $456K 0.09% +1 Timeline THNQ EXCHANGE TRADED CONCEPTS TRU More: the full row for EXCHANGE TRADED CONCEPTS TRU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,151 shares; 2026Q1: 4,723 shares; 2026Q2: 4,909 shares 4,909 $448K 0.09% +186 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: 5,308 shares; 2024Q4: 4,931 shares; 2025Q1: 4,960 shares; 2025Q2: 4,971 shares; 2025Q3: 4,916 shares; 2025Q4: 4,944 shares; 2026Q1: 4,940 shares; 2026Q2: 4,734 shares 4,734 $430K 0.09% -206 Timeline LYB LYONDELLBASELL INDUSTRIES NV More: the full row for LYONDELLBASELL INDUSTRIES NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,660 shares; 2024Q4: 35,265 shares; 2025Q1: 44,316 shares; 2025Q2: 51,320 shares; 2025Q3: 23,725 shares; 2025Q4: 12,660 shares; 2026Q1: 9,299 shares; 2026Q2: 8,128 shares 8,128 $428K 0.09% -1,171 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: 4,912 shares; 2024Q4: 23,745 shares; 2025Q1: 23,345 shares; 2025Q2: 23,327 shares; 2025Q3: 23,002 shares; 2025Q4: 23,002 shares; 2026Q1: 23,002 shares; 2026Q2: 21,063 shares 21,063 $423K 0.08% -1,939 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: 3,242 shares; 2024Q4: 2,520 shares; 2025Q1: 2,525 shares; 2025Q2: 1,535 shares; 2025Q3: 1,540 shares; 2025Q4: 1,404 shares; 2026Q1: 1,945 shares; 2026Q2: 2,056 shares 2,056 $411K 0.08% +111 Timeline UL UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,979 shares; 2026Q1: 6,946 shares; 2026Q2: 6,821 shares 6,821 $410K 0.08% -125 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: 8,081 shares; 2024Q4: 6,761 shares; 2025Q1: 6,685 shares; 2025Q2: 6,685 shares; 2025Q3: 6,400 shares; 2025Q4: 6,400 shares; 2026Q1: 6,396 shares; 2026Q2: 6,631 shares 6,631 $403K 0.08% +235 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: 7,230 shares; 2024Q4: 14,460 shares; 2025Q1: 14,444 shares; 2025Q2: 14,444 shares; 2025Q3: 14,444 shares; 2025Q4: 14,444 shares; 2026Q1: 14,444 shares; 2026Q2: 14,445 shares 14,445 $400K 0.08% +1 Timeline AIQ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,949 shares; 2026Q1: 5,900 shares; 2026Q2: 6,079 shares 6,079 $399K 0.08% +179 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,341 shares; 2024Q4: 5,339 shares; 2025Q1: 5,339 shares; 2025Q2: 5,339 shares; 2025Q3: 5,313 shares; 2025Q4: 5,423 shares; 2026Q1: 5,421 shares; 2026Q2: 5,382 shares 5,382 $395K 0.08% -39 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: 4,785 shares; 2024Q4: 4,240 shares; 2025Q1: 4,150 shares; 2025Q2: 4,173 shares; 2025Q3: 4,046 shares; 2025Q4: 4,024 shares; 2026Q1: 3,956 shares; 2026Q2: 3,945 shares 3,945 $381K 0.08% -11 Timeline PCMM BONDBLOXX ETF TRUST More: the full row for BONDBLOXX 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: 6,329 shares; 2026Q2: 7,614 shares 7,614 $380K 0.08% +1,285 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,373 shares 3,373 $373K 0.07% new Timeline MAC MACERICH CO More: the full row for MACERICH CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,106 shares; 2024Q4: 18,598 shares; 2025Q1: 18,598 shares; 2025Q2: 18,433 shares; 2025Q3: 18,433 shares; 2025Q4: 15,142 shares; 2026Q1: 15,142 shares; 2026Q2: 14,694 shares 14,694 $370K 0.07% -448 Timeline BAH BOOZ ALLEN HAMILTON HLDG COR More: the full row for BOOZ ALLEN HAMILTON HLDG COR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,958 shares; 2024Q4: 7,820 shares; 2025Q1: 9,144 shares; 2025Q2: 9,728 shares; 2025Q3: 8,821 shares; 2025Q4: 4,092 shares; 2026Q1: 4,954 shares; 2026Q2: 6,031 shares 6,031 $366K 0.07% +1,077 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 471 shares 471 $359K 0.07% new Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 914 shares; 2024Q4: 593 shares; 2025Q1: 481 shares; 2025Q2: 539 shares; 2025Q3: 446 shares; 2025Q4: 481 shares; 2026Q1: 481 shares; 2026Q2: 481 shares 481 $354K 0.07% 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 910 shares; 2025Q3: 910 shares; 2025Q4: 910 shares; 2026Q1: 930 shares; 2026Q2: 930 shares 930 $351K 0.07% 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: 18,130 shares; 2024Q4: 17,629 shares; 2025Q1: 13,237 shares; 2025Q2: 13,157 shares; 2025Q3: 13,156 shares; 2025Q4: 13,705 shares; 2026Q1: 13,805 shares; 2026Q2: 16,597 shares 16,597 $344K 0.07% +2,792 Timeline AEIS ADVANCED ENERGY INDS More: the full row for ADVANCED ENERGY INDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,034 shares; 2026Q1: 989 shares; 2026Q2: 919 shares 919 $343K 0.07% -70 Timeline SPLB 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: 487,400 shares; 2024Q4: 54,022 shares; 2025Q1: 19,805 shares; 2025Q2: 17,428 shares; 2025Q3: 15,991 shares; 2025Q4: 15,991 shares; 2026Q1: 15,862 shares; 2026Q2: 15,271 shares 15,271 $342K 0.07% -591 Timeline CE CELANESE CORP DEL More: the full row for CELANESE CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,927 shares; 2024Q4: 10,124 shares; 2025Q1: 15,631 shares; 2025Q2: 15,781 shares; 2025Q3: 15,724 shares; 2025Q4: 7,280 shares; 2026Q1: 7,549 shares; 2026Q2: 7,373 shares 7,373 $339K 0.07% -176 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 271 shares; 2024Q4: 266 shares; 2025Q1: 264 shares; 2025Q2: 301 shares; 2025Q3: 261 shares; 2025Q4: 258 shares; 2026Q1: 249 shares; 2026Q2: 198 shares 198 $336K 0.07% -51 Timeline EBC EASTERN BANKSHARES INC More: the full row for EASTERN BANKSHARES 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: 18,154 shares; 2026Q1: 18,016 shares; 2026Q2: 14,933 shares 14,933 $332K 0.07% -3,083 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: 2,857 shares; 2024Q4: 2,671 shares; 2025Q1: 2,671 shares; 2025Q2: 2,908 shares; 2025Q3: 2,405 shares; 2025Q4: 2,258 shares; 2026Q1: 2,033 shares; 2026Q2: 2,033 shares 2,033 $321K 0.06% 0 Timeline BSOL BITWISE SOLANA STAKING ETF More: the full row for BITWISE SOLANA STAKING ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 19,606 shares; 2026Q2: 31,641 shares 31,641 $317K 0.06% +12,035 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: 380 shares; 2024Q4: 355 shares; 2025Q1: 617 shares; 2025Q2: 551 shares; 2025Q3: 547 shares; 2025Q4: 530 shares; 2026Q1: 472 shares; 2026Q2: 554 shares 554 $312K 0.06% +82 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: 4,264 shares; 2024Q4: 3,774 shares; 2025Q1: 3,906 shares; 2025Q2: 3,923 shares; 2025Q3: 3,866 shares; 2025Q4: 3,284 shares; 2026Q1: 4,185 shares; 2026Q2: 3,219 shares 3,219 $310K 0.06% -966 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,025 shares 1,025 $305K 0.06% new Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 848 shares; 2024Q4: 845 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 895 shares; 2025Q4: 942 shares; 2026Q1: 1,380 shares; 2026Q2: 1,374 shares 1,374 $303K 0.06% -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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,019 shares; 2025Q4: 2,019 shares; 2026Q1: 2,039 shares; 2026Q2: 2,637 shares 2,637 $299K 0.06% +598 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 872 shares 872 $297K 0.06% new Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,046 shares; 2024Q4: 6,546 shares; 2025Q1: 6,546 shares; 2025Q2: 6,546 shares; 2025Q3: 5,699 shares; 2025Q4: 5,599 shares; 2026Q1: 5,599 shares; 2026Q2: 5,599 shares 5,599 $283K 0.06% 0 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,973 shares; 2024Q4: not reported; 2025Q1: 4,828 shares; 2025Q2: 4,506 shares; 2025Q3: 3,961 shares; 2025Q4: 3,801 shares; 2026Q1: 3,801 shares; 2026Q2: 3,801 shares 3,801 $279K 0.06% 0 Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,589 shares; 2024Q4: 1,589 shares; 2025Q1: not reported; 2025Q2: 1,589 shares; 2025Q3: 1,589 shares; 2025Q4: 1,589 shares; 2026Q1: 1,589 shares; 2026Q2: 1,561 shares 1,561 $279K 0.06% -28 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,985 shares; 2025Q2: 2,985 shares; 2025Q3: 2,861 shares; 2025Q4: 2,857 shares; 2026Q1: 2,855 shares; 2026Q2: 2,855 shares 2,855 $275K 0.06% 0 Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,589 shares; 2025Q4: 3,589 shares; 2026Q1: 3,589 shares; 2026Q2: 3,589 shares 3,589 $271K 0.05% 0 Timeline VDE VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,745 shares; 2024Q4: 1,745 shares; 2025Q1: 1,745 shares; 2025Q2: 1,745 shares; 2025Q3: 1,745 shares; 2025Q4: 1,745 shares; 2026Q1: 1,745 shares; 2026Q2: 1,745 shares 1,745 $262K 0.05% 0 Timeline LIEN CHICAGO ATLANTIC BDC INC More: the full row for CHICAGO ATLANTIC BDC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 26,233 shares; 2025Q3: 26,233 shares; 2025Q4: 26,233 shares; 2026Q1: 26,233 shares; 2026Q2: 26,233 shares 26,233 $256K 0.05% 0 Timeline QLYS QUALYS INC More: the full row for QUALYS 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: 1,830 shares 1,830 $252K 0.05% new Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,012 shares 1,012 $248K 0.05% new Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,878 shares; 2026Q2: 1,452 shares 1,452 $247K 0.05% -426 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: 8,808 shares; 2024Q4: 5,227 shares; 2025Q1: 4,913 shares; 2025Q2: 4,413 shares; 2025Q3: 4,413 shares; 2025Q4: 4,503 shares; 2026Q1: 4,413 shares; 2026Q2: 4,326 shares 4,326 $246K 0.05% -87 Timeline CVLT COMMVAULT SYS INC More: the full row for COMMVAULT SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,737 shares 1,737 $246K 0.05% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 209 shares 209 $246K 0.05% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,356 shares; 2026Q2: 2,333 shares 2,333 $242K 0.05% -23 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: 15,291 shares; 2024Q4: 15,134 shares; 2025Q1: 15,127 shares; 2025Q2: 15,406 shares; 2025Q3: 15,364 shares; 2025Q4: 10,534 shares; 2026Q1: 10,566 shares; 2026Q2: 9,868 shares 9,868 $238K 0.05% -698 Timeline DDOG DATADOG INC More: the full row for DATADOG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 897 shares 897 $234K 0.05% new Timeline RBRK RUBRIK INC. More: the full row for RUBRIK 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: 2,908 shares 2,908 $233K 0.05% new Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,290 shares; 2026Q1: 1,619 shares; 2026Q2: 1,958 shares 1,958 $228K 0.05% +339 Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 812 shares 812 $228K 0.05% new Timeline JBSS SANFILIPPO JOHN B & SON INC More: the full row for SANFILIPPO JOHN B & SON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,800 shares; 2024Q4: 3,764 shares; 2025Q1: 3,754 shares; 2025Q2: 3,754 shares; 2025Q3: 3,754 shares; 2025Q4: not reported; 2026Q1: 2,687 shares; 2026Q2: 2,642 shares 2,642 $227K 0.05% -45 Timeline QBTS D-WAVE QUANTUM INC More: the full row for D-WAVE QUANTUM 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: 9,308 shares 9,308 $223K 0.04% new Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 521 shares 521 $219K 0.04% new Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 662 shares 662 $219K 0.04% new Timeline ZS ZSCALER INC More: the full row for ZSCALER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,498 shares 1,498 $211K 0.04% new Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 532 shares; 2024Q4: 493 shares; 2025Q1: 414 shares; 2025Q2: 402 shares; 2025Q3: 396 shares; 2025Q4: 435 shares; 2026Q1: 700 shares; 2026Q2: 278 shares 278 $208K 0.04% -422 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: 706 shares; 2024Q4: 569 shares; 2025Q1: 605 shares; 2025Q2: 589 shares; 2025Q3: 639 shares; 2025Q4: 639 shares; 2026Q1: 738 shares; 2026Q2: 589 shares 589 $208K 0.04% -149 Timeline S SENTINELONE INC More: the full row for SENTINELONE 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: 12,129 shares 12,129 $206K 0.04% new Timeline FSLY FASTLY INC More: the full row for FASTLY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,243 shares; 2026Q1: 9,451 shares; 2026Q2: 11,163 shares 11,163 $205K 0.04% +1,712 Timeline SKYD PARAMOUNT SKYDANCE CORP More: the full row for PARAMOUNT SKYDANCE 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: 20,408 shares; 2025Q4: 20,101 shares; 2026Q1: 19,857 shares; 2026Q2: 19,198 shares 19,198 $189K 0.04% -659 Timeline EVN EATON VANCE MUN INCOME TR More: the full row for EATON VANCE MUN INCOME TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,906 shares; 2024Q4: 15,906 shares; 2025Q1: 15,906 shares; 2025Q2: 15,906 shares; 2025Q3: 15,906 shares; 2025Q4: 15,906 shares; 2026Q1: 15,906 shares; 2026Q2: 15,906 shares 15,906 $179K 0.04% 0 Timeline JOBY JOBY AVIATION INC More: the full row for JOBY AVIATION 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: 13,611 shares; 2026Q2: 19,228 shares 19,228 $172K 0.03% +5,617 Timeline RPD RAPID7 INC More: the full row for RAPID7 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: 14,002 shares; 2026Q2: 20,949 shares 20,949 $170K 0.03% +6,947 Timeline SMR NUSCALE PWR CORP More: the full row for NUSCALE PWR 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: 16,055 shares 16,055 $161K 0.03% new Timeline MBLY MOBILEYE GLOBAL INC More: the full row for MOBILEYE GLOBAL 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: 12,824 shares; 2026Q2: 16,155 shares 16,155 $156K 0.03% +3,331 Timeline ACHR ARCHER AVIATION INC More: the full row for ARCHER AVIATION 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: 13,585 shares; 2026Q1: 20,562 shares; 2026Q2: 32,061 shares 32,061 $152K 0.03% +11,499 Timeline PATH UIPATH INC More: the full row for UIPATH 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: 13,717 shares 13,717 $149K 0.03% new Timeline KRO KRONOS WORLDWIDE INC More: the full row for KRONOS WORLDWIDE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 36,289 shares; 2024Q4: 21,260 shares; 2025Q1: 24,627 shares; 2025Q2: 25,908 shares; 2025Q3: 22,639 shares; 2025Q4: 12,246 shares; 2026Q1: 13,579 shares; 2026Q2: 18,142 shares 18,142 $115K 0.02% +4,563 Timeline AI C3 AI INC More: the full row for C3 AI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,685 shares; 2026Q2: 12,546 shares 12,546 $114K 0.02% +1,861 Timeline SOUN SOUNDHOUND AI INC More: the full row for SOUNDHOUND AI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,037 shares; 2026Q2: 16,094 shares 16,094 $104K 0.02% +5,057 Timeline SERA SERA PROGNOSTICS INC More: the full row for SERA PROGNOSTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 43,388 shares; 2024Q4: 43,388 shares; 2025Q1: 43,388 shares; 2025Q2: 43,388 shares; 2025Q3: 43,388 shares; 2025Q4: 43,388 shares; 2026Q1: 43,388 shares; 2026Q2: 43,388 shares 43,388 $79K 0.02% 0 Timeline