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; 2023Q4: 445,850 shares; 2024Q1: 417,295 shares; 2024Q2: 362,054 shares; 2024Q3: 320,484 shares; 2024Q4: 901,966 shares; 2025Q1: 417,238 shares; 2025Q2: 361,677 shares; 2025Q3: 320,401 shares 320,401 $27.1M 14.72% -41,276 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; 2023Q4: 289,567 shares; 2024Q1: 282,267 shares; 2024Q2: 245,815 shares; 2024Q3: 234,176 shares; 2024Q4: 221,137 shares; 2025Q1: 282,198 shares; 2025Q2: 245,689 shares; 2025Q3: 234,077 shares 234,077 $19.4M 10.55% -11,612 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; 2023Q4: not reported; 2024Q1: 26,934 shares; 2024Q2: 142,034 shares; 2024Q3: 171,100 shares; 2024Q4: 172,875 shares; 2025Q1: 26,934 shares; 2025Q2: 141,758 shares; 2025Q3: 171,079 shares 171,079 $17.5M 9.54% +29,321 Timeline BBLU EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: 690,401 shares; 2024Q2: 1,088,904 shares; 2024Q3: 1,207,052 shares; 2024Q4: 1,330,340 shares; 2025Q1: 689,960 shares; 2025Q2: 1,088,904 shares; 2025Q3: 1,207,052 shares 1,207,052 $15.3M 8.34% +118,148 Timeline IWL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 92,594 shares; 2024Q1: 93,818 shares; 2024Q2: 91,736 shares; 2024Q3: 90,048 shares; 2024Q4: 85,075 shares; 2025Q1: 93,818 shares; 2025Q2: 91,536 shares; 2025Q3: 90,048 shares 90,048 $12.6M 6.87% -1,488 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; 2023Q4: 332,439 shares; 2024Q1: 315,667 shares; 2024Q2: 257,091 shares; 2024Q3: 226,831 shares; 2024Q4: 219,992 shares; 2025Q1: 315,667 shares; 2025Q2: 256,564 shares; 2025Q3: 226,568 shares 226,568 $10.4M 5.63% -29,996 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; 2023Q4: 142,947 shares; 2024Q1: 110,125 shares; 2024Q2: 60,471 shares; 2024Q3: 53,760 shares; 2024Q4: 51,483 shares; 2025Q1: 110,125 shares; 2025Q2: 60,345 shares; 2025Q3: 53,760 shares 53,760 $9.63M 5.24% -6,585 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; 2023Q4: 324,831 shares; 2024Q1: 262,269 shares; 2024Q2: 138,177 shares; 2024Q3: 115,719 shares; 2024Q4: 108,979 shares; 2025Q1: 262,269 shares; 2025Q2: 138,144 shares; 2025Q3: 115,719 shares 115,719 $9.6M 5.22% -22,425 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 38,209 shares; 2024Q1: 36,730 shares; 2024Q2: 34,708 shares; 2024Q3: 34,161 shares; 2024Q4: 32,609 shares; 2025Q1: 36,730 shares; 2025Q2: 34,708 shares; 2025Q3: 34,161 shares 34,161 $7.96M 4.33% -547 Timeline ACWV ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 81,148 shares; 2024Q1: 74,173 shares; 2024Q2: 64,970 shares; 2024Q3: 58,709 shares; 2024Q4: 58,778 shares; 2025Q1: 74,173 shares; 2025Q2: 64,968 shares; 2025Q3: 58,709 shares 58,709 $6.72M 3.66% -6,259 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; 2023Q4: not reported; 2024Q1: 28,992 shares; 2024Q2: 119,169 shares; 2024Q3: 145,036 shares; 2024Q4: 165,471 shares; 2025Q1: 28,992 shares; 2025Q2: 119,169 shares; 2025Q3: 145,036 shares 145,036 $6.09M 3.31% +25,867 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; 2023Q4: 81,500 shares; 2024Q1: 77,824 shares; 2024Q2: 60,208 shares; 2024Q3: 54,723 shares; 2024Q4: 51,023 shares; 2025Q1: 77,824 shares; 2025Q2: 60,208 shares; 2025Q3: 54,723 shares 54,723 $6.01M 3.27% -5,485 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; 2023Q4: 2,683 shares; 2024Q1: 4,577 shares; 2024Q2: 6,559 shares; 2024Q3: 7,096 shares; 2024Q4: 7,908 shares; 2025Q1: 4,577 shares; 2025Q2: 6,555 shares; 2025Q3: 7,096 shares 7,096 $3.46M 1.88% +541 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; 2023Q4: 206,891 shares; 2024Q1: 199,914 shares; 2024Q2: 153,217 shares; 2024Q3: 146,117 shares; 2024Q4: 156,032 shares; 2025Q1: 199,914 shares; 2025Q2: 153,217 shares; 2025Q3: 146,117 shares 146,117 $3.21M 1.75% -7,100 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 42,854 shares; 2024Q1: 41,244 shares; 2024Q2: 32,106 shares; 2024Q3: 31,562 shares; 2024Q4: 36,169 shares; 2025Q1: 41,244 shares; 2025Q2: 32,106 shares; 2025Q3: 31,562 shares 31,562 $1.98M 1.07% -544 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; 2023Q4: 8,300 shares; 2024Q1: 8,340 shares; 2024Q2: 8,030 shares; 2024Q3: 8,360 shares; 2024Q4: 7,920 shares; 2025Q1: 8,340 shares; 2025Q2: 8,030 shares; 2025Q3: 8,360 shares 8,360 $1.56M 0.85% +330 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; 2023Q4: 16,312 shares; 2024Q1: 19,830 shares; 2024Q2: 23,662 shares; 2024Q3: 28,595 shares; 2024Q4: 32,016 shares; 2025Q1: 19,830 shares; 2025Q2: 23,662 shares; 2025Q3: 28,595 shares 28,595 $1.46M 0.79% +4,933 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 6,900 shares; 2024Q1: 6,884 shares; 2024Q2: 6,948 shares; 2024Q3: 7,003 shares; 2024Q4: 7,014 shares; 2025Q1: 6,884 shares; 2025Q2: 6,948 shares; 2025Q3: 7,003 shares 7,003 $1.38M 0.75% +55 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; 2023Q4: 20,373 shares; 2024Q1: 22,915 shares; 2024Q2: 23,478 shares; 2024Q3: 24,507 shares; 2024Q4: 26,111 shares; 2025Q1: 22,915 shares; 2025Q2: 23,478 shares; 2025Q3: 24,507 shares 24,507 $1.1M 0.6% +1,029 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; 2023Q4: 5,181 shares; 2024Q1: 5,189 shares; 2024Q2: 5,198 shares; 2024Q3: 5,209 shares; 2024Q4: 5,222 shares; 2025Q1: 5,189 shares; 2025Q2: 5,198 shares; 2025Q3: 5,209 shares 5,209 $1.05M 0.57% +11 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 5,619 shares; 2024Q1: 5,331 shares; 2024Q2: 5,386 shares; 2024Q3: 5,449 shares; 2024Q4: 5,504 shares; 2025Q1: 5,331 shares; 2025Q2: 5,386 shares; 2025Q3: 5,449 shares 5,449 $802K 0.44% +63 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 2,389 shares; 2024Q1: 2,401 shares; 2024Q2: 2,412 shares; 2024Q3: 2,423 shares; 2024Q4: 2,435 shares; 2025Q1: 2,401 shares; 2025Q2: 2,412 shares; 2025Q3: 2,423 shares 2,423 $663K 0.36% +11 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; 2023Q4: 3,767 shares; 2024Q1: 3,673 shares; 2024Q2: 3,696 shares; 2024Q3: 3,718 shares; 2024Q4: 3,740 shares; 2025Q1: 3,673 shares; 2025Q2: 3,696 shares; 2025Q3: 3,718 shares 3,718 $644K 0.35% +22 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 2,470 shares; 2024Q1: 2,470 shares; 2024Q2: 2,497 shares; 2024Q3: 2,511 shares; 2024Q4: 2,526 shares; 2025Q1: 2,470 shares; 2025Q2: 2,497 shares; 2025Q3: 2,511 shares 2,511 $619K 0.34% +14 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 2,163 shares; 2024Q1: 2,263 shares; 2024Q2: 2,094 shares; 2024Q3: 2,098 shares; 2024Q4: 2,102 shares; 2025Q1: 2,263 shares; 2025Q2: 2,094 shares; 2025Q3: 2,098 shares 2,098 $577K 0.31% +4 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; 2023Q4: 2,295 shares; 2024Q1: 2,307 shares; 2024Q2: 2,329 shares; 2024Q3: 2,339 shares; 2024Q4: 2,350 shares; 2025Q1: 2,307 shares; 2025Q2: 2,329 shares; 2025Q3: 2,339 shares 2,339 $548K 0.3% +10 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 114 shares; 2024Q1: 1,188 shares; 2024Q2: 2,049 shares; 2024Q3: 2,348 shares; 2024Q4: 2,370 shares; 2025Q1: 1,188 shares; 2025Q2: 2,049 shares; 2025Q3: 2,348 shares 2,348 $541K 0.29% +299 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; 2023Q4: 1,309 shares; 2024Q1: 1,313 shares; 2024Q2: 2,999 shares; 2024Q3: 3,026 shares; 2024Q4: 3,040 shares; 2025Q1: 1,313 shares; 2025Q2: 2,999 shares; 2025Q3: 3,026 shares 3,026 $528K 0.29% +27 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; 2023Q4: 1,259 shares; 2024Q1: 1,394 shares; 2024Q2: 1,270 shares; 2024Q3: 1,275 shares; 2024Q4: 1,204 shares; 2025Q1: 1,394 shares; 2025Q2: 1,270 shares; 2025Q3: 1,275 shares 1,275 $517K 0.28% +5 Timeline NMFC NEW MTN FIN CORP More: the full row for NEW MTN FIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 44,149 shares; 2024Q1: 40,504 shares; 2024Q2: 39,882 shares; 2024Q3: 40,706 shares; 2024Q4: 4,399 shares; 2025Q1: 40,504 shares; 2025Q2: 39,882 shares; 2025Q3: 40,706 shares 40,706 $488K 0.27% +824 Timeline AIZ ASSURANT INC More: the full row for ASSURANT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: 2,251 shares; 2024Q2: 2,251 shares; 2024Q3: 2,251 shares; 2024Q4: 2,251 shares; 2025Q1: 2,251 shares; 2025Q2: 2,251 shares; 2025Q3: 2,251 shares 2,251 $448K 0.24% 0 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 3,056 shares; 2024Q1: 3,084 shares; 2024Q2: 3,113 shares; 2024Q3: 3,140 shares; 2024Q4: 3,166 shares; 2025Q1: 3,084 shares; 2025Q2: 3,113 shares; 2025Q3: 3,140 shares 3,140 $447K 0.24% +27 Timeline CWB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 5,764 shares; 2024Q1: 5,781 shares; 2024Q2: 5,806 shares; 2024Q3: 5,832 shares; 2024Q4: 5,876 shares; 2025Q1: 5,781 shares; 2025Q2: 5,806 shares; 2025Q3: 5,832 shares 5,832 $447K 0.24% +26 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; 2023Q4: 3,897 shares; 2024Q1: 4,119 shares; 2024Q2: 3,393 shares; 2024Q3: 3,408 shares; 2024Q4: 3,378 shares; 2025Q1: 4,119 shares; 2025Q2: 3,393 shares; 2025Q3: 3,408 shares 3,408 $442K 0.24% +15 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; 2023Q4: 1,627 shares; 2024Q1: 16,799 shares; 2024Q2: 21,660 shares; 2024Q3: 27,038 shares; 2024Q4: 31,209 shares; 2025Q1: 16,799 shares; 2025Q2: 21,660 shares; 2025Q3: 27,038 shares 27,038 $426K 0.23% +5,378 Timeline IGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 18,080 shares; 2024Q1: 14,791 shares; 2024Q2: 8,375 shares; 2024Q3: 5,616 shares; 2024Q4: 5,635 shares; 2025Q1: 14,791 shares; 2025Q2: 8,375 shares; 2025Q3: 5,616 shares 5,616 $419K 0.23% -2,759 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 800 shares; 2024Q1: 1,016 shares; 2024Q2: 1,013 shares; 2024Q3: 958 shares; 2024Q4: 824 shares; 2025Q1: 1,016 shares; 2025Q2: 1,013 shares; 2025Q3: 958 shares 958 $412K 0.22% -55 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 211 shares; 2024Q1: 212 shares; 2024Q2: 212 shares; 2024Q3: 2,120 shares; 2024Q4: 2,120 shares; 2025Q1: 212 shares; 2025Q2: 212 shares; 2025Q3: 2,120 shares 2,120 $366K 0.2% +1,908 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 139 shares; 2024Q1: 153 shares; 2024Q2: 2,648 shares; 2024Q3: 2,968 shares; 2024Q4: 1,811 shares; 2025Q1: 153 shares; 2025Q2: 2,648 shares; 2025Q3: 2,968 shares 2,968 $360K 0.2% +320 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 895 shares; 2024Q1: 1,083 shares; 2024Q2: 1,086 shares; 2024Q3: 1,056 shares; 2024Q4: 1,026 shares; 2025Q1: 1,083 shares; 2025Q2: 1,086 shares; 2025Q3: 1,056 shares 1,056 $322K 0.17% -30 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; 2023Q4: 1,504 shares; 2024Q1: 1,512 shares; 2024Q2: 1,520 shares; 2024Q3: 1,528 shares; 2024Q4: 1,536 shares; 2025Q1: 1,512 shares; 2025Q2: 1,520 shares; 2025Q3: 1,528 shares 1,528 $316K 0.17% +8 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; 2023Q4: 5,019 shares; 2024Q1: 5,065 shares; 2024Q2: 2,693 shares; 2024Q3: 3,089 shares; 2024Q4: 2,800 shares; 2025Q1: 5,065 shares; 2025Q2: 2,693 shares; 2025Q3: 3,089 shares 3,089 $297K 0.16% +396 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 2,149 shares; 2024Q1: 1,941 shares; 2024Q2: 1,968 shares; 2024Q3: 1,739 shares; 2024Q4: 1,739 shares; 2025Q1: 1,941 shares; 2025Q2: 1,968 shares; 2025Q3: 1,739 shares 1,739 $296K 0.16% -229 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; 2023Q4: 25,304 shares; 2024Q1: 25,807 shares; 2024Q2: 25,692 shares; 2024Q3: 27,905 shares; 2024Q4: 28,254 shares; 2025Q1: 25,807 shares; 2025Q2: 25,692 shares; 2025Q3: 27,905 shares 27,905 $295K 0.16% +2,213 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; 2023Q4: 2,258 shares; 2024Q1: 2,286 shares; 2024Q2: 2,317 shares; 2024Q3: 2,391 shares; 2024Q4: 2,417 shares; 2025Q1: 2,286 shares; 2025Q2: 2,317 shares; 2025Q3: 2,391 shares 2,391 $290K 0.16% +74 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; 2023Q4: 1,070 shares; 2024Q1: 1,103 shares; 2024Q2: 982 shares; 2024Q3: 985 shares; 2024Q4: 833 shares; 2025Q1: 1,103 shares; 2025Q2: 982 shares; 2025Q3: 985 shares 985 $278K 0.15% +3 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 2,145 shares; 2024Q1: 1,825 shares; 2024Q2: 1,470 shares; 2024Q3: 1,472 shares; 2024Q4: 887 shares; 2025Q1: 1,825 shares; 2025Q2: 1,470 shares; 2025Q3: 1,472 shares 1,472 $278K 0.15% +2 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 8,640 shares; 2024Q1: 8,660 shares; 2024Q2: 9,319 shares; 2024Q3: 9,469 shares; 2024Q4: 9,612 shares; 2025Q1: 8,660 shares; 2025Q2: 9,319 shares; 2025Q3: 9,469 shares 9,469 $276K 0.15% +150 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 2,957 shares; 2024Q1: 3,222 shares; 2024Q2: 2,587 shares; 2024Q3: 1,747 shares; 2024Q4: 1,740 shares; 2025Q1: 3,222 shares; 2025Q2: 2,587 shares; 2025Q3: 1,747 shares 1,747 $272K 0.15% -840 Timeline GNTX GENTEX CORP More: the full row for GENTEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 8,902 shares; 2024Q1: 8,935 shares; 2024Q2: 8,967 shares; 2024Q3: 8,998 shares; 2024Q4: 9,035 shares; 2025Q1: 8,935 shares; 2025Q2: 8,967 shares; 2025Q3: 8,998 shares 8,998 $267K 0.15% +31 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; 2023Q4: 2,270 shares; 2024Q1: 2,684 shares; 2024Q2: 2,702 shares; 2024Q3: 2,200 shares; 2024Q4: 2,219 shares; 2025Q1: 2,684 shares; 2025Q2: 2,702 shares; 2025Q3: 2,200 shares 2,200 $258K 0.14% -502 Timeline UMI USCF ETF TR More: the full row for USCF ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 5,266 shares; 2024Q1: 5,342 shares; 2024Q2: 5,406 shares; 2024Q3: 5,462 shares; 2024Q4: 5,535 shares; 2025Q1: 5,342 shares; 2025Q2: 5,406 shares; 2025Q3: 5,462 shares 5,462 $245K 0.13% +56 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; 2023Q4: 843 shares; 2024Q1: 847 shares; 2024Q2: 852 shares; 2024Q3: 857 shares; 2024Q4: 862 shares; 2025Q1: 847 shares; 2025Q2: 852 shares; 2025Q3: 857 shares 857 $225K 0.12% +5 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; 2023Q4: 804 shares; 2024Q1: 1,216 shares; 2024Q2: 1,053 shares; 2024Q3: 1,058 shares; 2024Q4: 1,064 shares; 2025Q1: 1,216 shares; 2025Q2: 1,053 shares; 2025Q3: 1,058 shares 1,058 $223K 0.12% +5 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; 2023Q4: 3,089 shares; 2024Q1: 3,155 shares; 2024Q2: 13,435 shares; 2024Q3: 13,498 shares; 2024Q4: 13,557 shares; 2025Q1: 3,155 shares; 2025Q2: 13,435 shares; 2025Q3: 13,498 shares 13,498 $217K 0.12% +63 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 1,320 shares; 2024Q1: 1,278 shares; 2024Q2: 1,339 shares; 2024Q3: 1,280 shares; 2024Q4: 1,281 shares; 2025Q1: 1,278 shares; 2025Q2: 1,339 shares; 2025Q3: 1,280 shares 1,280 $212K 0.12% -59 Timeline IOO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 294 shares; 2024Q1: 2,127 shares; 2024Q2: 2,141 shares; 2024Q3: 2,141 shares; 2024Q4: 2,899 shares; 2025Q1: 2,127 shares; 2025Q2: 2,141 shares; 2025Q3: 2,141 shares 2,141 $212K 0.12% 0 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 1,697 shares; 2024Q1: 1,697 shares; 2024Q2: 1,238 shares; 2024Q3: 1,172 shares; 2024Q4: 1,121 shares; 2025Q1: 1,697 shares; 2025Q2: 1,238 shares; 2025Q3: 1,172 shares 1,172 $196K 0.11% -66 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; 2023Q4: 11,048 shares; 2024Q1: 6,439 shares; 2024Q2: 5,459 shares; 2024Q3: 4,636 shares; 2024Q4: 6,229 shares; 2025Q1: 6,439 shares; 2025Q2: 5,459 shares; 2025Q3: 4,636 shares 4,636 $184K 0.1% -823 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 1,501 shares; 2024Q1: 1,509 shares; 2024Q2: 1,517 shares; 2024Q3: 1,524 shares; 2024Q4: 1,477 shares; 2025Q1: 1,509 shares; 2025Q2: 1,517 shares; 2025Q3: 1,524 shares 1,524 $174K 0.09% +7 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 695 shares; 2024Q1: 2,092 shares; 2024Q2: 2,106 shares; 2024Q3: 2,112 shares; 2024Q4: 1,775 shares; 2025Q1: 2,092 shares; 2025Q2: 2,106 shares; 2025Q3: 2,112 shares 2,112 $171K 0.09% +6 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; 2023Q4: 324 shares; 2024Q1: 325 shares; 2024Q2: 325 shares; 2024Q3: 272 shares; 2024Q4: 272 shares; 2025Q1: 325 shares; 2025Q2: 325 shares; 2025Q3: 272 shares 272 $156K 0.08% -53 Timeline BTI BRITISH AMERN TOB PLC More: the full row for BRITISH AMERN TOB PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: 4,000 shares; 2024Q2: 4,049 shares; 2024Q3: 4,134 shares; 2024Q4: 4,223 shares; 2025Q1: 4,000 shares; 2025Q2: 4,049 shares; 2025Q3: 4,134 shares 4,134 $151K 0.08% +85 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; 2023Q4: 905 shares; 2024Q1: 909 shares; 2024Q2: 913 shares; 2024Q3: 918 shares; 2024Q4: 750 shares; 2025Q1: 909 shares; 2025Q2: 913 shares; 2025Q3: 918 shares 918 $150K 0.08% +5 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; 2023Q4: 204 shares; 2024Q1: 251 shares; 2024Q2: 269 shares; 2024Q3: 277 shares; 2024Q4: 264 shares; 2025Q1: 251 shares; 2025Q2: 269 shares; 2025Q3: 277 shares 277 $146K 0.08% +8 Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 706 shares; 2024Q1: 708 shares; 2024Q2: 710 shares; 2024Q3: 712 shares; 2024Q4: 714 shares; 2025Q1: 708 shares; 2025Q2: 710 shares; 2025Q3: 712 shares 712 $137K 0.07% +2 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 712 shares; 2024Q1: 712 shares; 2024Q2: 712 shares; 2024Q3: 712 shares; 2024Q4: 712 shares; 2025Q1: 712 shares; 2025Q2: 712 shares; 2025Q3: 712 shares 712 $128K 0.07% 0 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; 2023Q4: 801 shares; 2024Q1: 798 shares; 2024Q2: 802 shares; 2024Q3: 805 shares; 2024Q4: 808 shares; 2025Q1: 798 shares; 2025Q2: 802 shares; 2025Q3: 805 shares 805 $124K 0.07% +3 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; 2023Q4: 985 shares; 2024Q1: 989 shares; 2024Q2: 989 shares; 2024Q3: 992 shares; 2024Q4: 1,222 shares; 2025Q1: 989 shares; 2025Q2: 989 shares; 2025Q3: 992 shares 992 $122K 0.07% +3 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; 2023Q4: 2,208 shares; 2024Q1: 2,224 shares; 2024Q2: 2,243 shares; 2024Q3: 2,057 shares; 2024Q4: 1,972 shares; 2025Q1: 2,224 shares; 2025Q2: 2,243 shares; 2025Q3: 2,057 shares 2,057 $109K 0.06% -186 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; 2023Q4: 184 shares; 2024Q1: 265 shares; 2024Q2: 186 shares; 2024Q3: 187 shares; 2024Q4: 187 shares; 2025Q1: 265 shares; 2025Q2: 186 shares; 2025Q3: 187 shares 187 $109K 0.06% +1 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; 2023Q4: 1,535 shares; 2024Q1: 1,950 shares; 2024Q2: 1,664 shares; 2024Q3: 1,620 shares; 2024Q4: 1,323 shares; 2025Q1: 1,950 shares; 2025Q2: 1,664 shares; 2025Q3: 1,620 shares 1,620 $102K 0.06% -44 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: 1,496 shares; 2024Q2: 1,496 shares; 2024Q3: 1,496 shares; 2024Q4: 1,424 shares; 2025Q1: 1,496 shares; 2025Q2: 1,496 shares; 2025Q3: 1,496 shares 1,496 $93.2K 0.05% 0 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; 2023Q4: 599 shares; 2024Q1: 455 shares; 2024Q2: 455 shares; 2024Q3: 457 shares; 2024Q4: 461 shares; 2025Q1: 455 shares; 2025Q2: 455 shares; 2025Q3: 457 shares 457 $90.5K 0.05% +2 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; 2023Q4: 844 shares; 2024Q1: 853 shares; 2024Q2: 862 shares; 2024Q3: 869 shares; 2024Q4: 877 shares; 2025Q1: 853 shares; 2025Q2: 862 shares; 2025Q3: 869 shares 869 $89.1K 0.05% +7 Timeline PAG PENSKE AUTOMOTIVE GRP INC More: the full row for PENSKE AUTOMOTIVE GRP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: 521 shares; 2024Q2: 525 shares; 2024Q3: 528 shares; 2024Q4: 532 shares; 2025Q1: 521 shares; 2025Q2: 525 shares; 2025Q3: 528 shares 528 $85.8K 0.05% +3 Timeline EIX EDISON INTL More: the full row for EDISON INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: 929 shares; 2024Q2: 939 shares; 2024Q3: 948 shares; 2024Q4: 957 shares; 2025Q1: 929 shares; 2025Q2: 939 shares; 2025Q3: 948 shares 948 $82.6K 0.04% +9 Timeline SDG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 10,157 shares; 2024Q1: 7,242 shares; 2024Q2: 1,055 shares; 2024Q3: 974 shares; 2024Q4: 846 shares; 2025Q1: 7,242 shares; 2025Q2: 1,055 shares; 2025Q3: 974 shares 974 $82.6K 0.04% -81 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 38 shares; 2024Q1: 38 shares; 2024Q2: 189 shares; 2024Q3: 129 shares; 2024Q4: 126 shares; 2025Q1: 38 shares; 2025Q2: 189 shares; 2025Q3: 129 shares 129 $74.6K 0.04% -60 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; 2023Q4: 569 shares; 2024Q1: 573 shares; 2024Q2: 577 shares; 2024Q3: 581 shares; 2024Q4: 586 shares; 2025Q1: 573 shares; 2025Q2: 577 shares; 2025Q3: 581 shares 581 $74.5K 0.04% +4 Timeline LAM RESEARCH CORP LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 87 shares; 2024Q1: 87 shares; 2024Q2: 87 shares; 2024Q3: 87 shares; 2024Q4: not reported; 2025Q1: 87 shares; 2025Q2: 87 shares; 2025Q3: 87 shares 87 $71.2K 0.04% 0 BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 2,146 shares; 2024Q1: 2,146 shares; 2024Q2: 2,171 shares; 2024Q3: 2,229 shares; 2024Q4: 2,266 shares; 2025Q1: 2,146 shares; 2025Q2: 2,171 shares; 2025Q3: 2,229 shares 2,229 $70K 0.04% +58 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 2,098 shares; 2024Q1: 2,105 shares; 2024Q2: 2,112 shares; 2024Q3: 2,001 shares; 2024Q4: 2,008 shares; 2025Q1: 2,105 shares; 2025Q2: 2,112 shares; 2025Q3: 2,001 shares 2,001 $69.1K 0.04% -111 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; 2023Q4: 152 shares; 2024Q1: 152 shares; 2024Q2: 153 shares; 2024Q3: 153 shares; 2024Q4: 153 shares; 2025Q1: 152 shares; 2025Q2: 153 shares; 2025Q3: 153 shares 153 $68.8K 0.04% 0 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 9,960 shares; 2024Q1: 5,011 shares; 2024Q2: 1,000 shares; 2024Q3: 586 shares; 2024Q4: 297 shares; 2025Q1: 5,011 shares; 2025Q2: 920 shares; 2025Q3: 506 shares 506 $68.3K 0.04% -414 Timeline SNPE DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 1,283 shares; 2024Q1: 1,286 shares; 2024Q2: 1,291 shares; 2024Q3: 1,294 shares; 2024Q4: 1,299 shares; 2025Q1: 1,286 shares; 2025Q2: 1,291 shares; 2025Q3: 1,294 shares 1,294 $68.1K 0.04% +3 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; 2023Q4: 399 shares; 2024Q1: 351 shares; 2024Q2: 291 shares; 2024Q3: 294 shares; 2024Q4: 297 shares; 2025Q1: 351 shares; 2025Q2: 291 shares; 2025Q3: 294 shares 294 $64.2K 0.03% +3 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; 2023Q4: 862 shares; 2024Q1: 868 shares; 2024Q2: 717 shares; 2024Q3: 722 shares; 2024Q4: 728 shares; 2025Q1: 868 shares; 2025Q2: 717 shares; 2025Q3: 722 shares 722 $63.4K 0.03% +5 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 333 shares; 2024Q1: 336 shares; 2024Q2: 338 shares; 2024Q3: 341 shares; 2024Q4: 343 shares; 2025Q1: 336 shares; 2025Q2: 338 shares; 2025Q3: 341 shares 341 $63K 0.03% +3 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; 2023Q4: 272 shares; 2024Q1: 272 shares; 2024Q2: 273 shares; 2024Q3: 273 shares; 2024Q4: 810 shares; 2025Q1: 272 shares; 2025Q2: 273 shares; 2025Q3: 273 shares 273 $61.7K 0.03% 0 Timeline VOD VODAFONE GROUP PLC More: the full row for VODAFONE GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 5,466 shares; 2024Q1: 5,782 shares; 2024Q2: 5,782 shares; 2024Q3: 6,103 shares; 2024Q4: 6,103 shares; 2025Q1: 5,782 shares; 2025Q2: 5,782 shares; 2025Q3: 6,103 shares 6,103 $61.2K 0.03% +321 Timeline FIS FIDELITY NATL INFORMATION SV More: the full row for FIDELITY NATL INFORMATION SV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 725 shares; 2024Q1: 726 shares; 2024Q2: 727 shares; 2024Q3: 728 shares; 2024Q4: 729 shares; 2025Q1: 726 shares; 2025Q2: 727 shares; 2025Q3: 728 shares 728 $61K 0.03% +1 Timeline MGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 245 shares; 2024Q3: 474 shares; 2024Q4: 474 shares; 2025Q1: not reported; 2025Q2: 245 shares; 2025Q3: 474 shares 474 $60.8K 0.03% +229 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 411 shares; 2024Q1: 411 shares; 2024Q2: 411 shares; 2024Q3: 412 shares; 2024Q4: 412 shares; 2025Q1: 411 shares; 2025Q2: 411 shares; 2025Q3: 412 shares 412 $59.9K 0.03% +1 Timeline QTEC 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; 2023Q4: not reported; 2024Q1: 311 shares; 2024Q2: 311 shares; 2024Q3: 311 shares; 2024Q4: 311 shares; 2025Q1: 311 shares; 2025Q2: 311 shares; 2025Q3: 311 shares 311 $59.5K 0.03% 0 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; 2023Q4: 315 shares; 2024Q1: 316 shares; 2024Q2: 316 shares; 2024Q3: 316 shares; 2024Q4: 317 shares; 2025Q1: 316 shares; 2025Q2: 316 shares; 2025Q3: 316 shares 316 $56.9K 0.03% 0 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 40,642 shares; 2024Q1: 2,667 shares; 2024Q2: 2,376 shares; 2024Q3: 2,390 shares; 2024Q4: 2,390 shares; 2025Q1: 2,667 shares; 2025Q2: 2,376 shares; 2025Q3: 2,390 shares 2,390 $56.1K 0.03% +14 Timeline ATI ATI INC More: the full row for ATI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 800 shares; 2024Q1: 800 shares; 2024Q2: 800 shares; 2024Q3: 800 shares; 2024Q4: 800 shares; 2025Q1: 800 shares; 2025Q2: 800 shares; 2025Q3: 800 shares 800 $53.5K 0.03% 0 Timeline OHI OMEGA HEALTHCARE INVS INC More: the full row for OMEGA HEALTHCARE INVS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 1,220 shares; 2024Q1: 1,246 shares; 2024Q2: 1,274 shares; 2024Q3: 1,296 shares; 2024Q4: 1,318 shares; 2025Q1: 1,246 shares; 2025Q2: 1,274 shares; 2025Q3: 1,296 shares 1,296 $52.8K 0.03% +22 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; 2023Q4: 1,158 shares; 2024Q1: 1,161 shares; 2024Q2: 1,163 shares; 2024Q3: 1,165 shares; 2024Q4: 1,167 shares; 2025Q1: 1,161 shares; 2025Q2: 1,163 shares; 2025Q3: 1,165 shares 1,165 $52.2K 0.03% +2 Timeline FTXL 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; 2023Q4: 526 shares; 2024Q1: 528 shares; 2024Q2: 528 shares; 2024Q3: 529 shares; 2024Q4: 530 shares; 2025Q1: 528 shares; 2025Q2: 528 shares; 2025Q3: 529 shares 529 $49.3K 0.03% +1 Timeline RSF RIVERNORTH CAP AND INCM FD I More: the full row for RIVERNORTH CAP AND INCM FD I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: 1,536 shares; 2024Q2: 2,000 shares; 2024Q3: 3,090 shares; 2024Q4: 3,175 shares; 2025Q1: 1,536 shares; 2025Q2: 2,000 shares; 2025Q3: 3,090 shares 3,090 $47.6K 0.03% +1,090 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; 2023Q4: 397 shares; 2024Q1: 684 shares; 2024Q2: 688 shares; 2024Q3: 548 shares; 2024Q4: 517 shares; 2025Q1: 684 shares; 2025Q2: 688 shares; 2025Q3: 548 shares 548 $47.1K 0.03% -140 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; 2023Q4: 349 shares; 2024Q1: 352 shares; 2024Q2: 356 shares; 2024Q3: 359 shares; 2024Q4: 362 shares; 2025Q1: 352 shares; 2025Q2: 356 shares; 2025Q3: 359 shares 359 $46.1K 0.03% +3 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; 2023Q4: 158 shares; 2024Q1: 319 shares; 2024Q2: 321 shares; 2024Q3: 323 shares; 2024Q4: 326 shares; 2025Q1: 319 shares; 2025Q2: 321 shares; 2025Q3: 323 shares 323 $45.9K 0.02% +2 Timeline GEHC GE HEALTHCARE TECHNOLOGIES I More: the full row for GE HEALTHCARE TECHNOLOGIES I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 712 shares; 2024Q1: 487 shares; 2024Q2: 487 shares; 2024Q3: 487 shares; 2024Q4: 487 shares; 2025Q1: 487 shares; 2025Q2: 487 shares; 2025Q3: 487 shares 487 $45.7K 0.02% 0 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 997 shares; 2024Q1: 1,001 shares; 2024Q2: 1,005 shares; 2024Q3: 1,008 shares; 2024Q4: 1,012 shares; 2025Q1: 1,001 shares; 2025Q2: 1,005 shares; 2025Q3: 1,008 shares 1,008 $45.7K 0.02% +3 Timeline NGG NATIONAL GRID PLC More: the full row for NATIONAL GRID PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 604 shares; 2024Q1: 612 shares; 2024Q2: 612 shares; 2024Q3: 631 shares; 2024Q4: 631 shares; 2025Q1: 612 shares; 2025Q2: 612 shares; 2025Q3: 631 shares 631 $44K 0.02% +19 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; 2023Q4: 161 shares; 2024Q1: 161 shares; 2024Q2: 162 shares; 2024Q3: 162 shares; 2024Q4: 225 shares; 2025Q1: 161 shares; 2025Q2: 162 shares; 2025Q3: 162 shares 162 $43.9K 0.02% 0 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 400 shares; 2024Q1: 400 shares; 2024Q2: 158 shares; 2024Q3: 158 shares; 2024Q4: 56 shares; 2025Q1: 400 shares; 2025Q2: 158 shares; 2025Q3: 158 shares 158 $43.4K 0.02% 0 Timeline FHLC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 576 shares; 2024Q1: 578 shares; 2024Q2: 580 shares; 2024Q3: 582 shares; 2024Q4: 584 shares; 2025Q1: 578 shares; 2025Q2: 580 shares; 2025Q3: 582 shares 582 $42.4K 0.02% +2 Timeline MFC MANULIFE FINL CORP More: the full row for MANULIFE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 1,434 shares; 2024Q1: 1,434 shares; 2024Q2: 1,434 shares; 2024Q3: 1,434 shares; 2024Q4: 1,434 shares; 2025Q1: 1,434 shares; 2025Q2: 1,434 shares; 2025Q3: 1,434 shares 1,434 $42.4K 0.02% 0 Timeline BIP BROOKFIELD INFRASTRUCTURE PA More: the full row for BROOKFIELD INFRASTRUCTURE PA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 1,525 shares; 2024Q1: 1,141 shares; 2024Q2: 1,141 shares; 2024Q3: 1,141 shares; 2024Q4: 1,141 shares; 2025Q1: 1,141 shares; 2025Q2: 1,141 shares; 2025Q3: 1,141 shares 1,141 $40K 0.02% 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; 2023Q4: 341 shares; 2024Q1: 343 shares; 2024Q2: 345 shares; 2024Q3: 347 shares; 2024Q4: 348 shares; 2025Q1: 343 shares; 2025Q2: 345 shares; 2025Q3: 347 shares 347 $40K 0.02% +2 Timeline LIT GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 882 shares; 2024Q1: 889 shares; 2024Q2: 889 shares; 2024Q3: 894 shares; 2024Q4: 894 shares; 2025Q1: 889 shares; 2025Q2: 889 shares; 2025Q3: 894 shares 894 $39K 0.02% +5 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: 330 shares; 2024Q2: 330 shares; 2024Q3: 330 shares; 2024Q4: 330 shares; 2025Q1: 330 shares; 2025Q2: 330 shares; 2025Q3: 330 shares 330 $38.6K 0.02% 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; 2023Q4: 356 shares; 2024Q1: 358 shares; 2024Q2: 360 shares; 2024Q3: 362 shares; 2024Q4: 364 shares; 2025Q1: 358 shares; 2025Q2: 360 shares; 2025Q3: 362 shares 362 $37.5K 0.02% +2 Timeline RPM RPM INTL INC More: the full row for RPM INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 298 shares; 2024Q1: 300 shares; 2024Q2: 301 shares; 2024Q3: 302 shares; 2024Q4: 303 shares; 2025Q1: 300 shares; 2025Q2: 301 shares; 2025Q3: 302 shares 302 $36.5K 0.02% +1 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; 2023Q4: 494 shares; 2024Q1: 494 shares; 2024Q2: 496 shares; 2024Q3: 498 shares; 2024Q4: 502 shares; 2025Q1: 494 shares; 2025Q2: 496 shares; 2025Q3: 498 shares 498 $35.8K 0.02% +2 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 863 shares; 2024Q1: 757 shares; 2024Q2: 765 shares; 2024Q3: 774 shares; 2024Q4: 694 shares; 2025Q1: 757 shares; 2025Q2: 765 shares; 2025Q3: 774 shares 774 $35.4K 0.02% +9 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; 2023Q4: 1,207 shares; 2024Q1: 1,213 shares; 2024Q2: 1,218 shares; 2024Q3: 608 shares; 2024Q4: 6,032 shares; 2025Q1: 1,213 shares; 2025Q2: 1,218 shares; 2025Q3: 608 shares 608 $34.4K 0.02% -610 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; 2023Q4: 372 shares; 2024Q1: 372 shares; 2024Q2: 372 shares; 2024Q3: 372 shares; 2024Q4: 372 shares; 2025Q1: 372 shares; 2025Q2: 372 shares; 2025Q3: 372 shares 372 $33.9K 0.02% 0 Timeline GSBD GOLDMAN SACHS BDC INC More: the full row for GOLDMAN SACHS BDC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: 1,965 shares; 2024Q2: not reported; 2024Q3: 2,362 shares; 2024Q4: 2,835 shares; 2025Q1: 1,965 shares; 2025Q2: not reported; 2025Q3: 2,362 shares 2,362 $32.5K 0.02% new Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 540 shares; 2024Q1: 544 shares; 2024Q2: 547 shares; 2024Q3: 550 shares; 2024Q4: 553 shares; 2025Q1: 544 shares; 2025Q2: 547 shares; 2025Q3: 550 shares 550 $31.5K 0.02% +3 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 63 shares; 2024Q1: 63 shares; 2024Q2: 63 shares; 2024Q3: 63 shares; 2024Q4: 63 shares; 2025Q1: 63 shares; 2025Q2: 63 shares; 2025Q3: 63 shares 63 $31.1K 0.02% 0 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 719 shares; 2024Q1: 725 shares; 2024Q2: 733 shares; 2024Q3: 740 shares; 2024Q4: 747 shares; 2025Q1: 725 shares; 2025Q2: 733 shares; 2025Q3: 740 shares 740 $30.2K 0.02% +7 Timeline PPA INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 251 shares; 2024Q1: 251 shares; 2024Q2: 251 shares; 2024Q3: 251 shares; 2024Q4: 1,133 shares; 2025Q1: 251 shares; 2025Q2: 251 shares; 2025Q3: 251 shares 251 $28.9K 0.02% 0 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 74 shares; 2024Q1: 74 shares; 2024Q2: 74 shares; 2024Q3: 74 shares; 2024Q4: 24 shares; 2025Q1: 74 shares; 2025Q2: 74 shares; 2025Q3: 74 shares 74 $28.8K 0.02% 0 Timeline GNR SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 485 shares; 2024Q1: 485 shares; 2024Q2: 493 shares; 2024Q3: 493 shares; 2024Q4: 507 shares; 2025Q1: 485 shares; 2025Q2: 493 shares; 2025Q3: 493 shares 493 $28.4K 0.02% 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; 2023Q4: 47 shares; 2024Q1: 47 shares; 2024Q2: 67 shares; 2024Q3: 47 shares; 2024Q4: 47 shares; 2025Q1: 47 shares; 2025Q2: 67 shares; 2025Q3: 47 shares 47 $27K 0.01% -20 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 233 shares; 2024Q1: 233 shares; 2024Q2: 233 shares; 2024Q3: 233 shares; 2024Q4: 233 shares; 2025Q1: 233 shares; 2025Q2: 233 shares; 2025Q3: 233 shares 233 $26.8K 0.01% 0 Timeline HPE HEWLETT PACKARD ENTERPRISE C More: the full row for HEWLETT PACKARD ENTERPRISE C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 967 shares; 2024Q1: 1,275 shares; 2024Q2: 1,282 shares; 2024Q3: 1,288 shares; 2024Q4: 1,294 shares; 2025Q1: 1,275 shares; 2025Q2: 1,282 shares; 2025Q3: 1,288 shares 1,288 $26.3K 0.01% +6 Timeline MTG MGIC INVT CORP WIS More: the full row for MGIC INVT CORP WIS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 1,000 shares; 2024Q1: 1,000 shares; 2024Q2: 1,000 shares; 2024Q3: 1,000 shares; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares 1,000 $25.6K 0.01% 0 Timeline FLNG FLEX LNG LTD More: the full row for FLEX LNG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 1,000 shares; 2024Q3: 1,000 shares; 2024Q4: 2,068 shares; 2025Q1: not reported; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares 1,000 $25.4K 0.01% 0 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 69 shares; 2024Q1: 70 shares; 2024Q2: 70 shares; 2024Q3: 71 shares; 2024Q4: 71 shares; 2025Q1: 70 shares; 2025Q2: 70 shares; 2025Q3: 71 shares 71 $22.7K 0.01% +1 Timeline QTUM ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 351 shares; 2024Q1: 352 shares; 2024Q2: 353 shares; 2024Q3: 354 shares; 2024Q4: 354 shares; 2025Q1: 352 shares; 2025Q2: 353 shares; 2025Q3: 354 shares 354 $22.1K 0.01% +1 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 498 shares; 2024Q1: 232 shares; 2024Q2: 232 shares; 2024Q3: 232 shares; 2024Q4: 429 shares; 2025Q1: 232 shares; 2025Q2: 232 shares; 2025Q3: 232 shares 232 $20.9K 0.01% 0 Timeline CATH GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 274 shares; 2024Q1: 282 shares; 2024Q2: 288 shares; 2024Q3: 294 shares; 2024Q4: 294 shares; 2025Q1: 282 shares; 2025Q2: 288 shares; 2025Q3: 294 shares 294 $20.4K 0.01% +6 Timeline DTM DT MIDSTREAM INC More: the full row for DT MIDSTREAM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 224 shares; 2024Q1: 227 shares; 2024Q2: 230 shares; 2024Q3: 232 shares; 2024Q4: 234 shares; 2025Q1: 227 shares; 2025Q2: 230 shares; 2025Q3: 232 shares 232 $18.3K 0.01% +2 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; 2023Q4: 205 shares; 2024Q1: 207 shares; 2024Q2: 209 shares; 2024Q3: 211 shares; 2024Q4: 213 shares; 2025Q1: 207 shares; 2025Q2: 209 shares; 2025Q3: 211 shares 211 $17.7K 0.01% +2 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; 2023Q4: 1,613 shares; 2024Q1: 800 shares; 2024Q2: 800 shares; 2024Q3: 800 shares; 2024Q4: 800 shares; 2025Q1: 800 shares; 2025Q2: 800 shares; 2025Q3: 800 shares 800 $17.7K 0.01% 0 Timeline FXR 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; 2023Q4: 230 shares; 2024Q1: 231 shares; 2024Q2: 231 shares; 2024Q3: 232 shares; 2024Q4: 232 shares; 2025Q1: 231 shares; 2025Q2: 231 shares; 2025Q3: 232 shares 232 $17.6K 0.01% +1 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 93 shares; 2024Q1: 93 shares; 2024Q2: 66 shares; 2024Q3: 66 shares; 2024Q4: 66 shares; 2025Q1: 93 shares; 2025Q2: 66 shares; 2025Q3: 66 shares 66 $17.3K 0.01% 0 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 291 shares; 2024Q1: 291 shares; 2024Q2: 230 shares; 2024Q3: 230 shares; 2024Q4: 230 shares; 2025Q1: 291 shares; 2025Q2: 230 shares; 2025Q3: 230 shares 230 $16.9K 0.01% 0 Timeline TOL TOLL BROTHERS INC More: the full row for TOLL BROTHERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 108 shares; 2024Q1: 108 shares; 2024Q2: 108 shares; 2024Q3: 109 shares; 2024Q4: 109 shares; 2025Q1: 108 shares; 2025Q2: 108 shares; 2025Q3: 109 shares 109 $16.8K 0.01% +1 Timeline BMO BANK OF MONTREAL More: the full row for BANK OF MONTREAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 181 shares; 2024Q1: 181 shares; 2024Q2: 181 shares; 2024Q3: 181 shares; 2024Q4: 181 shares; 2025Q1: 181 shares; 2025Q2: 181 shares; 2025Q3: 181 shares 181 $16.3K 0.01% 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; 2023Q4: 400 shares; 2024Q1: 266 shares; 2024Q2: 155 shares; 2024Q3: 105 shares; 2024Q4: 3,705 shares; 2025Q1: 266 shares; 2025Q2: 155 shares; 2025Q3: 105 shares 105 $16K 0.01% -50 Timeline LW LAMB WESTON HLDGS INC More: the full row for LAMB WESTON HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 70 shares; 2024Q1: 244 shares; 2024Q2: 244 shares; 2024Q3: 244 shares; 2024Q4: 245 shares; 2025Q1: 244 shares; 2025Q2: 244 shares; 2025Q3: 244 shares 244 $15.8K 0.01% 0 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 66 shares; 2024Q1: 66 shares; 2024Q2: 67 shares; 2024Q3: 68 shares; 2024Q4: 68 shares; 2025Q1: 66 shares; 2025Q2: 67 shares; 2025Q3: 68 shares 68 $15.7K 0.01% +1 Timeline EXAS EXACT SCIENCES CORP More: the full row for EXACT SCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 325 shares; 2024Q1: 325 shares; 2024Q2: 225 shares; 2024Q3: 225 shares; 2024Q4: 225 shares; 2025Q1: 325 shares; 2025Q2: 225 shares; 2025Q3: 225 shares 225 $15.3K 0.01% 0 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 55 shares; 2024Q3: 55 shares; 2024Q4: 55 shares; 2025Q1: not reported; 2025Q2: 55 shares; 2025Q3: 55 shares 55 $14K 0.01% 0 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 52 shares; 2024Q1: 52 shares; 2024Q2: 52 shares; 2024Q3: 53 shares; 2024Q4: 53 shares; 2025Q1: 52 shares; 2025Q2: 52 shares; 2025Q3: 53 shares 53 $13.9K 0.01% +1 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; 2023Q4: 1,121 shares; 2024Q1: 1,131 shares; 2024Q2: 203 shares; 2024Q3: 205 shares; 2024Q4: 206 shares; 2025Q1: 1,131 shares; 2025Q2: 203 shares; 2025Q3: 205 shares 205 $13.4K 0.01% +2 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; 2023Q4: 170 shares; 2024Q1: 171 shares; 2024Q2: 172 shares; 2024Q3: 173 shares; 2024Q4: 174 shares; 2025Q1: 171 shares; 2025Q2: 172 shares; 2025Q3: 173 shares 173 $11.6K 0.01% +1 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; 2023Q4: 289 shares; 2024Q1: 290 shares; 2024Q2: 291 shares; 2024Q3: 293 shares; 2024Q4: 294 shares; 2025Q1: 290 shares; 2025Q2: 291 shares; 2025Q3: 293 shares 293 $11.3K 0.01% +2 Timeline CGC CANOPY GROWTH CORPORATION More: the full row for CANOPY GROWTH CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 1,060 shares; 2024Q1: 2,253 shares; 2024Q2: 2,253 shares; 2024Q3: 2,248 shares; 2024Q4: 2,118 shares; 2025Q1: 2,253 shares; 2025Q2: 2,253 shares; 2025Q3: 2,248 shares 2,248 $10.8K 0.01% -5 Timeline HPQ HP INC More: the full row for HP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: 300 shares; 2024Q2: 300 shares; 2024Q3: 300 shares; 2024Q4: 300 shares; 2025Q1: 300 shares; 2025Q2: 300 shares; 2025Q3: 300 shares 300 $10.8K 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; 2023Q4: not reported; 2024Q1: 125 shares; 2024Q2: 125 shares; 2024Q3: 125 shares; 2024Q4: 125 shares; 2025Q1: 125 shares; 2025Q2: 125 shares; 2025Q3: 125 shares 125 $10.6K 0.01% 0 Timeline PDP 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; 2023Q4: 100 shares; 2024Q1: 100 shares; 2024Q2: 100 shares; 2024Q3: 100 shares; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 100 shares 100 $10.3K 0.01% 0 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 106 shares; 2024Q1: 166 shares; 2024Q2: 166 shares; 2024Q3: 107 shares; 2024Q4: 107 shares; 2025Q1: 166 shares; 2025Q2: 166 shares; 2025Q3: 107 shares 107 $10.3K 0.01% -59 Timeline MATX MATSON INC More: the full row for MATSON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 72 shares; 2024Q3: 72 shares; 2024Q4: 72 shares; 2025Q1: not reported; 2025Q2: 72 shares; 2025Q3: 72 shares 72 $10.3K 0.01% 0 Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 202 shares; 2024Q1: 203 shares; 2024Q2: 205 shares; 2024Q3: 207 shares; 2024Q4: not reported; 2025Q1: 203 shares; 2025Q2: 205 shares; 2025Q3: 207 shares 207 $9.77K 0.01% +2 Timeline AEE AMEREN CORP More: the full row for AMEREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 104 shares; 2024Q1: 105 shares; 2024Q2: 107 shares; 2024Q3: 107 shares; 2024Q4: 108 shares; 2025Q1: 105 shares; 2025Q2: 107 shares; 2025Q3: 107 shares 107 $9.4K 0.01% 0 Timeline GBTC GRAYSCALE BITCOIN TRUST ETF More: the full row for GRAYSCALE BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: 182 shares; 2024Q2: 182 shares; 2024Q3: 182 shares; 2024Q4: 182 shares; 2025Q1: 182 shares; 2025Q2: 182 shares; 2025Q3: 182 shares 182 $9.19K <0.01% 0 Timeline SUMMIT MATERIALS INC CLASS A SUMMIT MATERIALS INC CLASS A More: the full row for SUMMIT MATERIALS INC CLASS A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 188 shares; 2024Q1: 188 shares; 2024Q2: 188 shares; 2024Q3: 188 shares; 2024Q4: 188 shares; 2025Q1: 188 shares; 2025Q2: 188 shares; 2025Q3: 188 shares 188 $7.34K <0.01% 0 RF REGIONS FINANCIAL CORP NEW More: the full row for REGIONS FINANCIAL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: 600 shares; 2024Q2: 300 shares; 2024Q3: 300 shares; 2024Q4: 300 shares; 2025Q1: 600 shares; 2025Q2: 300 shares; 2025Q3: 300 shares 300 $7K <0.01% 0 Timeline SYF SYNCHRONY FINANCIAL More: the full row for SYNCHRONY FINANCIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: 132 shares; 2024Q2: 132 shares; 2024Q3: 132 shares; 2024Q4: 132 shares; 2025Q1: 132 shares; 2025Q2: 132 shares; 2025Q3: 132 shares 132 $6.58K <0.01% 0 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 1,198 shares; 2024Q1: 1,518 shares; 2024Q2: 190 shares; 2024Q3: 193 shares; 2024Q4: 1,696 shares; 2025Q1: 1,518 shares; 2025Q2: 190 shares; 2025Q3: 193 shares 193 $5.59K <0.01% +3 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; 2023Q4: 30 shares; 2024Q1: 30 shares; 2024Q2: 30 shares; 2024Q3: 30 shares; 2024Q4: 30 shares; 2025Q1: 30 shares; 2025Q2: 30 shares; 2025Q3: 30 shares 30 $4.92K <0.01% 0 Timeline IVT INVENTRUST PPTYS CORP More: the full row for INVENTRUST PPTYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 155 shares; 2024Q1: 156 shares; 2024Q2: 157 shares; 2024Q3: 159 shares; 2024Q4: 160 shares; 2025Q1: 156 shares; 2025Q2: 157 shares; 2025Q3: 159 shares 159 $4.5K <0.01% +2 Timeline ILCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 52 shares; 2024Q1: 52 shares; 2024Q2: 52 shares; 2024Q3: 52 shares; 2024Q4: 52 shares; 2025Q1: 52 shares; 2025Q2: 52 shares; 2025Q3: 52 shares 52 $4.4K <0.01% 0 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 274 shares; 2024Q1: 87 shares; 2024Q2: 87 shares; 2024Q3: 87 shares; 2024Q4: 87 shares; 2025Q1: 87 shares; 2025Q2: 87 shares; 2025Q3: 87 shares 87 $4.16K <0.01% 0 Timeline ALNY ALNYLAM PHARMACEUTICALS INC More: the full row for ALNYLAM PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 14 shares; 2024Q1: 14 shares; 2024Q2: 14 shares; 2024Q3: 14 shares; 2024Q4: 14 shares; 2025Q1: 14 shares; 2025Q2: 14 shares; 2025Q3: 14 shares 14 $3.85K <0.01% 0 Timeline DJT TRUMP MEDIA & TECHNOLOGY GRO More: the full row for TRUMP MEDIA & TECHNOLOGY GRO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 217 shares; 2024Q1: 217 shares; 2024Q2: 217 shares; 2024Q3: 217 shares; 2024Q4: 217 shares; 2025Q1: 217 shares; 2025Q2: 217 shares; 2025Q3: 217 shares 217 $3.49K <0.01% 0 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; 2023Q4: 76 shares; 2024Q1: 76 shares; 2024Q2: 76 shares; 2024Q3: 77 shares; 2024Q4: 77 shares; 2025Q1: 76 shares; 2025Q2: 76 shares; 2025Q3: 77 shares 77 $3.48K <0.01% +1 Timeline KSS KOHLS CORP More: the full row for KOHLS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 140 shares; 2024Q1: 140 shares; 2024Q2: 145 shares; 2024Q3: 149 shares; 2024Q4: 154 shares; 2025Q1: 140 shares; 2025Q2: 145 shares; 2025Q3: 149 shares 149 $3.14K <0.01% +4 Timeline IUSV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: 100 shares; 2024Q2: 32 shares; 2024Q3: 32 shares; 2024Q4: 17 shares; 2025Q1: 100 shares; 2025Q2: 32 shares; 2025Q3: 32 shares 32 $3.06K <0.01% 0 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 17 shares; 2024Q1: 17 shares; 2024Q2: 17 shares; 2024Q3: 17 shares; 2024Q4: 17 shares; 2025Q1: 17 shares; 2025Q2: 17 shares; 2025Q3: 17 shares 17 $2.49K <0.01% 0 Timeline USO UNITED STS OIL FD LP More: the full row for UNITED STS OIL FD LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 35 shares; 2024Q1: 35 shares; 2024Q2: 35 shares; 2024Q3: 35 shares; 2024Q4: 35 shares; 2025Q1: 35 shares; 2025Q2: 35 shares; 2025Q3: 35 shares 35 $2.45K <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; 2023Q4: 30 shares; 2024Q1: 30 shares; 2024Q2: 30 shares; 2024Q3: 30 shares; 2024Q4: 30 shares; 2025Q1: 30 shares; 2025Q2: 30 shares; 2025Q3: 30 shares 30 $1.71K <0.01% 0 Timeline LE LANDS END INC NEW More: the full row for LANDS END INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 97 shares; 2024Q1: 97 shares; 2024Q2: 97 shares; 2024Q3: 97 shares; 2024Q4: 97 shares; 2025Q1: 97 shares; 2025Q2: 97 shares; 2025Q3: 97 shares 97 $1.68K <0.01% 0 Timeline KHC KRAFT HEINZ CO More: the full row for KRAFT HEINZ CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 40 shares; 2024Q1: 40 shares; 2024Q2: 40 shares; 2024Q3: 40 shares; 2024Q4: not reported; 2025Q1: 40 shares; 2025Q2: 40 shares; 2025Q3: 40 shares 40 $1.41K <0.01% 0 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 2 shares; 2024Q1: 2 shares; 2024Q2: 2 shares; 2024Q3: 2 shares; 2024Q4: 2 shares; 2025Q1: 2 shares; 2025Q2: 2 shares; 2025Q3: 2 shares 2 $1.32K <0.01% 0 Timeline WAB WABTEC More: the full row for WABTEC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 6 shares; 2024Q4: 6 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6 shares 6 $1.09K <0.01% new Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 9 shares; 2024Q1: 9 shares; 2024Q2: 9 shares; 2024Q3: 9 shares; 2024Q4: 9 shares; 2025Q1: 9 shares; 2025Q2: 9 shares; 2025Q3: 9 shares 9 $1.08K <0.01% 0 Timeline IHI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 18 shares; 2024Q1: 18 shares; 2024Q2: 18 shares; 2024Q3: 18 shares; 2024Q4: 18 shares; 2025Q1: 18 shares; 2025Q2: 18 shares; 2025Q3: 18 shares 18 $1.08K <0.01% 0 Timeline Grayscale Bitcoin Minitrust… Grayscale Bitcoin Minitrust ETF More: the full row for Grayscale Bitcoin Minitrust ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 182 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 182 shares 182 $1.02K <0.01% new BLDP BALLARD PWR SYS INC NEW More: the full row for BALLARD PWR SYS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 463 shares; 2024Q1: 463 shares; 2024Q2: 463 shares; 2024Q3: 463 shares; 2024Q4: 463 shares; 2025Q1: 463 shares; 2025Q2: 463 shares; 2025Q3: 463 shares 463 $834 <0.01% 0 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; 2023Q4: 8 shares; 2024Q1: 8 shares; 2024Q2: 8 shares; 2024Q3: 8 shares; 2024Q4: 40 shares; 2025Q1: 8 shares; 2025Q2: 8 shares; 2025Q3: 8 shares 8 $773 <0.01% 0 Timeline VTRS VIATRIS INC More: the full row for VIATRIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: 87 shares; 2024Q2: 50 shares; 2024Q3: 50 shares; 2024Q4: 50 shares; 2025Q1: 87 shares; 2025Q2: 50 shares; 2025Q3: 50 shares 50 $581 <0.01% 0 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; 2023Q4: 1 shares; 2024Q1: 1 shares; 2024Q2: 1 shares; 2024Q3: 1 shares; 2024Q4: 1 shares; 2025Q1: 1 shares; 2025Q2: 1 shares; 2025Q3: 1 shares 1 $569 <0.01% 0 Timeline PLUG PLUG PWR INC More: the full row for PLUG PWR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 224 shares; 2024Q1: 224 shares; 2024Q2: 224 shares; 2024Q3: 224 shares; 2024Q4: 224 shares; 2025Q1: 224 shares; 2025Q2: 224 shares; 2025Q3: 224 shares 224 $507 <0.01% 0 Timeline SDS PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 419 shares; 2024Q1: 316 shares; 2024Q2: 316 shares; 2024Q3: 17 shares; 2024Q4: 9 shares; 2025Q1: 316 shares; 2025Q2: 316 shares; 2025Q3: 17 shares 17 $348 <0.01% -299 Timeline ARAY ACCURAY INC DEL More: the full row for ACCURAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 181 shares; 2024Q1: 181 shares; 2024Q2: 181 shares; 2024Q3: 181 shares; 2024Q4: 181 shares; 2025Q1: 181 shares; 2025Q2: 181 shares; 2025Q3: 181 shares 181 $326 <0.01% 0 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 1 shares; 2024Q1: 1 shares; 2024Q2: 1 shares; 2024Q3: 1 shares; 2024Q4: 1 shares; 2025Q1: 1 shares; 2025Q2: 1 shares; 2025Q3: 1 shares 1 $261 <0.01% 0 Timeline ACB AURORA CANNABIS INC More: the full row for AURORA CANNABIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: 7 shares; 2024Q2: 7 shares; 2024Q3: 7 shares; 2024Q4: 7 shares; 2025Q1: 7 shares; 2025Q2: 7 shares; 2025Q3: 7 shares 7 $42 <0.01% 0 Timeline