JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 233,402 shares; 2025Q1: 44 shares; 2025Q2: 136,660 shares; 2025Q3: 166,366 shares; 2025Q4: 155,169 shares; 2026Q1: 343,726 shares; 2026Q2: 326,599 shares 326,599 $16.5M 11.1% -17,127 Timeline NPFE ELEVATION SERIES TRUST More: the full row for ELEVATION SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 449,083 shares; 2026Q2: 437,689 shares 437,689 $12.2M 8.18% -11,394 Timeline JPLD J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 150,354 shares; 2026Q2: 115,738 shares 115,738 $6.04M 4.07% -34,616 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 14,862 shares; 2025Q1: 7,528 shares; 2025Q2: 14,652 shares; 2025Q3: 13,965 shares; 2025Q4: 13,640 shares; 2026Q1: 13,537 shares; 2026Q2: 11,804 shares 11,804 $4.05M 2.72% -1,733 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 17,698 shares; 2025Q1: 3,352 shares; 2025Q2: 18,237 shares; 2025Q3: 18,215 shares; 2025Q4: 18,095 shares; 2026Q1: 17,187 shares; 2026Q2: 16,664 shares 16,664 $3.94M 2.65% -523 Timeline WEA WESTERN ASSET PREMIER BD FD More: the full row for WESTERN ASSET PREMIER BD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 255,660 shares; 2025Q1: 85,024 shares; 2025Q2: 271,845 shares; 2025Q3: 273,510 shares; 2025Q4: 366,867 shares; 2026Q1: 369,988 shares; 2026Q2: 357,034 shares 357,034 $3.8M 2.56% -12,954 Timeline BALT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 68,538 shares; 2025Q1: 150 shares; 2025Q2: 137,053 shares; 2025Q3: 142,669 shares; 2025Q4: 142,459 shares; 2026Q1: 142,568 shares; 2026Q2: 98,097 shares 98,097 $3.36M 2.26% -44,471 Timeline ARCC ARES CAPITAL CORP More: the full row for ARES CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 8,715 shares; 2025Q1: 4 shares; 2025Q2: 41,468 shares; 2025Q3: 73,108 shares; 2025Q4: 112,490 shares; 2026Q1: 128,608 shares; 2026Q2: 177,662 shares 177,662 $3.29M 2.22% +49,054 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: not loaded; 2024Q4: 81,095 shares; 2025Q1: 84,690 shares; 2025Q2: 79,003 shares; 2025Q3: 48,834 shares; 2025Q4: 47,958 shares; 2026Q1: 52,208 shares; 2026Q2: 44,020 shares 44,020 $3.14M 2.11% -8,188 Timeline VIGI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 32,883 shares; 2025Q1: 167 shares; 2025Q2: 33,752 shares; 2025Q3: 34,600 shares; 2025Q4: 34,992 shares; 2026Q1: 34,812 shares; 2026Q2: 33,159 shares 33,159 $3.1M 2.08% -1,653 Timeline BXSL BLACKSTONE SECD LENDING FD More: the full row for BLACKSTONE SECD LENDING FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 6,010 shares; 2025Q1: 302 shares; 2025Q2: 25,370 shares; 2025Q3: 54,486 shares; 2025Q4: 70,686 shares; 2026Q1: 82,867 shares; 2026Q2: 121,437 shares 121,437 $2.88M 1.94% +38,570 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 26,358 shares; 2025Q1: 6,656 shares; 2025Q2: 27,819 shares; 2025Q3: 24,805 shares; 2025Q4: 24,589 shares; 2026Q1: 18,241 shares; 2026Q2: 17,407 shares 17,407 $2.73M 1.84% -834 Timeline FNDF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 61,732 shares; 2025Q1: 61,177 shares; 2025Q2: 62,965 shares; 2025Q3: 63,099 shares; 2025Q4: 59,819 shares; 2026Q1: 57,232 shares; 2026Q2: 50,512 shares 50,512 $2.67M 1.79% -6,720 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: not loaded; 2024Q4: 17,945 shares; 2025Q1: 18,981 shares; 2025Q2: 16,431 shares; 2025Q3: 13,004 shares; 2025Q4: 13,055 shares; 2026Q1: 13,748 shares; 2026Q2: 7,727 shares 7,727 $2.24M 1.5% -6,021 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 61,190 shares; 2025Q1: 79 shares; 2025Q2: 61,190 shares; 2025Q3: 61,190 shares; 2025Q4: 59,945 shares; 2026Q1: 59,945 shares; 2026Q2: 59,945 shares 59,945 $2.2M 1.48% 0 Timeline TAFI AB ACTIVE ETFS INC More: the full row for AB ACTIVE ETFS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 80,556 shares; 2025Q4: 81,172 shares; 2026Q1: 78,790 shares; 2026Q2: 86,368 shares 86,368 $2.18M 1.47% +7,578 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 37,996 shares; 2025Q1: 22,966 shares; 2025Q2: 66,871 shares; 2025Q3: 67,669 shares; 2025Q4: 43,735 shares; 2026Q1: 39,043 shares; 2026Q2: 38,554 shares 38,554 $2.18M 1.47% -489 Timeline DFP FLAHERTY & CRUMRINE DYNAMIC More: the full row for FLAHERTY & CRUMRINE DYNAMIC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 140,478 shares; 2025Q1: 3,250 shares; 2025Q2: 93,985 shares; 2025Q3: 96,089 shares; 2025Q4: 94,845 shares; 2026Q1: 94,779 shares; 2026Q2: 93,297 shares 93,297 $1.93M 1.3% -1,482 Timeline FNDX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 62,181 shares; 2025Q1: 927 shares; 2025Q2: 63,933 shares; 2025Q3: 63,738 shares; 2025Q4: 62,868 shares; 2026Q1: 58,968 shares; 2026Q2: 57,624 shares 57,624 $1.79M 1.21% -1,344 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 36,287 shares; 2025Q1: 31,702 shares; 2025Q2: 37,632 shares; 2025Q3: 30,609 shares; 2025Q4: 29,589 shares; 2026Q1: 31,429 shares; 2026Q2: 28,031 shares 28,031 $1.67M 1.13% -3,398 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: not loaded; 2024Q4: 3,287 shares; 2025Q1: 49 shares; 2025Q2: 3,322 shares; 2025Q3: 2,929 shares; 2025Q4: 2,896 shares; 2026Q1: 2,295 shares; 2026Q2: 2,197 shares 2,197 $1.65M 1.11% -98 Timeline EEMV ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 20,451 shares; 2025Q1: 188 shares; 2025Q2: 21,337 shares; 2025Q3: 21,602 shares; 2025Q4: 22,014 shares; 2026Q1: 22,264 shares; 2026Q2: 20,554 shares 20,554 $1.55M 1.04% -1,710 Timeline JEPQ J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 37,385 shares; 2025Q1: 2,873 shares; 2025Q2: 39,801 shares; 2025Q3: 38,893 shares; 2025Q4: 45,968 shares; 2026Q1: 45,295 shares; 2026Q2: 24,815 shares 24,815 $1.53M 1.03% -20,480 Timeline PRF INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 36,553 shares; 2025Q1: 600 shares; 2025Q2: 32,736 shares; 2025Q3: 32,982 shares; 2025Q4: 32,669 shares; 2026Q1: 31,580 shares; 2026Q2: 27,479 shares 27,479 $1.48M 1% -4,101 Timeline PRFZ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 27,789 shares; 2025Q1: 42 shares; 2025Q2: 29,964 shares; 2025Q3: 29,212 shares; 2025Q4: 28,609 shares; 2026Q1: 28,100 shares; 2026Q2: 26,292 shares 26,292 $1.47M 0.99% -1,808 Timeline SCHM SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 41,924 shares; 2025Q1: 8,746 shares; 2025Q2: 44,372 shares; 2025Q3: 43,208 shares; 2025Q4: 43,806 shares; 2026Q1: 42,259 shares; 2026Q2: 39,709 shares 39,709 $1.46M 0.99% -2,550 Timeline FNDE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 40,182 shares; 2025Q1: 10 shares; 2025Q2: 41,818 shares; 2025Q3: 41,521 shares; 2025Q4: 40,046 shares; 2026Q1: 39,058 shares; 2026Q2: 36,668 shares 36,668 $1.45M 0.98% -2,390 Timeline GBDC GOLUB CAP BDC INC More: the full row for GOLUB CAP BDC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 56,439 shares; 2025Q1: 451 shares; 2025Q2: 67,149 shares; 2025Q3: 104,062 shares; 2025Q4: 78,795 shares; 2026Q1: 84,040 shares; 2026Q2: 112,027 shares 112,027 $1.44M 0.97% +27,987 Timeline NIM NUVEEN SELECT MAT MUN FD More: the full row for NUVEEN SELECT MAT MUN FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 147,889 shares; 2025Q1: 69,299 shares; 2025Q2: 146,796 shares; 2025Q3: 153,172 shares; 2025Q4: 155,596 shares; 2026Q1: 153,276 shares; 2026Q2: 151,035 shares 151,035 $1.42M 0.96% -2,241 Timeline HTGC HERCULES CAPITAL INC More: the full row for HERCULES CAPITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15,318 shares; 2025Q4: 35,554 shares; 2026Q1: 59,045 shares; 2026Q2: 83,463 shares 83,463 $1.32M 0.89% +24,418 Timeline LEND SEI EXCHANGE TRADED FUNDS More: the full row for SEI EXCHANGE TRADED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 51,192 shares 51,192 $1.29M 0.87% new Timeline MOTI 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 loaded; 2024Q4: 31,290 shares; 2025Q1: 22,522 shares; 2025Q2: 30,188 shares; 2025Q3: 31,649 shares; 2025Q4: 30,292 shares; 2026Q1: 31,113 shares; 2026Q2: 34,730 shares 34,730 $1.15M 0.78% +3,617 Timeline HYT BLACKROCK CORPOR HI YLD FD I More: the full row for BLACKROCK CORPOR HI YLD FD I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 237,009 shares; 2025Q1: 163,588 shares; 2025Q2: 7,327 shares; 2025Q3: 7,327 shares; 2025Q4: 135,753 shares; 2026Q1: 144,130 shares; 2026Q2: 131,117 shares 131,117 $1.12M 0.76% -13,013 Timeline VKI INVESCO ADVANTAGE MUN INCOME More: the full row for INVESCO ADVANTAGE MUN INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 105,745 shares; 2025Q1: 76,404 shares; 2025Q2: 108,811 shares; 2025Q3: 114,779 shares; 2025Q4: 113,977 shares; 2026Q1: 113,584 shares; 2026Q2: 112,493 shares 112,493 $1.07M 0.72% -1,091 Timeline EFAX SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 21,253 shares; 2025Q1: 335 shares; 2025Q2: 19,490 shares; 2025Q3: 20,297 shares; 2025Q4: 19,870 shares; 2026Q1: 19,201 shares; 2026Q2: 19,623 shares 19,623 $1.06M 0.71% +422 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: not loaded; 2024Q4: 88,779 shares; 2025Q1: 127 shares; 2025Q2: 89,780 shares; 2025Q3: 93,607 shares; 2025Q4: 92,780 shares; 2026Q1: 94,081 shares; 2026Q2: 93,479 shares 93,479 $1.05M 0.71% -602 Timeline IIM INVESCO VALUE MUN INCOME TR More: the full row for INVESCO VALUE MUN INCOME TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 75,622 shares; 2025Q1: 231 shares; 2025Q2: 76,462 shares; 2025Q3: 83,814 shares; 2025Q4: 82,956 shares; 2026Q1: 81,888 shares; 2026Q2: 80,630 shares 80,630 $1.03M 0.69% -1,258 Timeline MOAT VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 22,814 shares; 2025Q1: 395 shares; 2025Q2: 12,208 shares; 2025Q3: 10,817 shares; 2025Q4: 10,672 shares; 2026Q1: 10,466 shares; 2026Q2: 9,736 shares 9,736 $1.01M 0.68% -730 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 64 shares; 2025Q1: 10,676 shares; 2025Q2: 64 shares; 2025Q3: not reported; 2025Q4: 2,009 shares; 2026Q1: 6,073 shares; 2026Q2: 8,501 shares 8,501 $1M 0.67% +2,428 Timeline ARES ARES MANAGEMENT CORPORATION More: the full row for ARES MANAGEMENT CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 52 shares; 2025Q1: 50 shares; 2025Q2: 36 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,046 shares; 2026Q2: 8,788 shares 8,788 $978K 0.66% +2,742 Timeline NVG NUVEEN AMT FREE MUN CR INC F More: the full row for NUVEEN AMT FREE MUN CR INC F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 68,943 shares; 2025Q1: 61 shares; 2025Q2: 69,461 shares; 2025Q3: 74,439 shares; 2025Q4: 74,789 shares; 2026Q1: 72,954 shares; 2026Q2: 75,042 shares 75,042 $961K 0.65% +2,088 Timeline DSU BLACKROCK DEBT STRATEGIES FD More: the full row for BLACKROCK DEBT STRATEGIES FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 159,225 shares; 2025Q1: 29 shares; 2025Q2: 95,870 shares; 2025Q3: 96,749 shares; 2025Q4: 100,247 shares; 2026Q1: 102,704 shares; 2026Q2: 98,931 shares 98,931 $960K 0.65% -3,773 Timeline PFN PIMCO INCOME STRATEGY FD II More: the full row for PIMCO INCOME STRATEGY FD II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 132,698 shares; 2025Q3: 132,859 shares; 2025Q4: 133,917 shares; 2026Q1: 136,256 shares; 2026Q2: 134,055 shares 134,055 $956K 0.64% -2,201 Timeline PHK PIMCO HIGH INCOME FD More: the full row for PIMCO HIGH INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 204,651 shares; 2025Q3: 205,264 shares; 2025Q4: 206,849 shares; 2026Q1: 205,862 shares; 2026Q2: 202,151 shares 202,151 $942K 0.63% -3,711 Timeline IGI WESTERN ASSET INVT GRADE OPP More: the full row for WESTERN ASSET INVT GRADE OPP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 59,514 shares; 2025Q3: 59,774 shares; 2025Q4: 60,188 shares; 2026Q1: 61,234 shares; 2026Q2: 58,440 shares 58,440 $941K 0.63% -2,794 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: not loaded; 2024Q4: 4,797 shares; 2025Q1: 4,797 shares; 2025Q2: 4,763 shares; 2025Q3: 4,497 shares; 2025Q4: 4,501 shares; 2026Q1: 3,454 shares; 2026Q2: 3,328 shares 3,328 $900K 0.61% -126 Timeline SPLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 10,390 shares; 2025Q1: 20,490 shares; 2025Q2: 10,102 shares; 2025Q3: 10,751 shares; 2025Q4: 11,310 shares; 2026Q1: 11,296 shares; 2026Q2: 11,697 shares 11,697 $876K 0.59% +401 Timeline VKQ INVESCO MUNICIPAL TRUST More: the full row for INVESCO MUNICIPAL TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 80,820 shares; 2025Q1: 65,026 shares; 2025Q2: 82,639 shares; 2025Q3: 90,313 shares; 2025Q4: 89,846 shares; 2026Q1: 88,727 shares; 2026Q2: 87,183 shares 87,183 $875K 0.59% -1,544 Timeline XNEAX NUVEEN AMT FREE QLTY MUN INC More: the full row for NUVEEN AMT FREE QLTY MUN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 70,243 shares; 2025Q1: 42,400 shares; 2025Q2: 71,645 shares; 2025Q3: 75,195 shares; 2025Q4: 74,893 shares; 2026Q1: 74,281 shares; 2026Q2: 73,837 shares 73,837 $867K 0.58% -444 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: not loaded; 2024Q4: 1,416 shares; 2025Q1: 547 shares; 2025Q2: 1,539 shares; 2025Q3: 1,484 shares; 2025Q4: 1,473 shares; 2026Q1: 1,443 shares; 2026Q2: 1,155 shares 1,155 $851K 0.57% -288 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: not loaded; 2024Q4: 10,003 shares; 2025Q1: 57,718 shares; 2025Q2: 18,986 shares; 2025Q3: 18,675 shares; 2025Q4: 18,267 shares; 2026Q1: 18,494 shares; 2026Q2: 16,258 shares 16,258 $822K 0.55% -2,236 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: not loaded; 2024Q4: 8,808 shares; 2025Q1: 8,217 shares; 2025Q2: 8,411 shares; 2025Q3: 4,270 shares; 2025Q4: 4,355 shares; 2026Q1: 4,782 shares; 2026Q2: 2,199 shares 2,199 $820K 0.55% -2,583 Timeline MGC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 3,323 shares; 2025Q1: 420 shares; 2025Q2: 3,449 shares; 2025Q3: 3,378 shares; 2025Q4: 3,280 shares; 2026Q1: 3,327 shares; 2026Q2: 2,969 shares 2,969 $812K 0.55% -358 Timeline MMD NYLIM MACKAY DEFINEDTERM MUN More: the full row for NYLIM MACKAY DEFINEDTERM MUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 29,925 shares; 2025Q1: 228 shares; 2025Q2: 48,382 shares; 2025Q3: 49,571 shares; 2025Q4: 49,772 shares; 2026Q1: 48,812 shares; 2026Q2: 50,902 shares 50,902 $789K 0.53% +2,090 Timeline JANH INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 32,583 shares; 2025Q2: 29,015 shares; 2025Q3: 29,833 shares; 2025Q4: 30,388 shares; 2026Q1: 31,563 shares; 2026Q2: 31,743 shares 31,743 $785K 0.53% +180 Timeline APRH INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 29,244 shares; 2025Q2: 28,756 shares; 2025Q3: 29,828 shares; 2025Q4: 30,336 shares; 2026Q1: 31,480 shares; 2026Q2: 31,381 shares 31,381 $782K 0.53% -99 Timeline JULH INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 29,015 shares; 2025Q2: 28,384 shares; 2025Q3: 29,791 shares; 2025Q4: 29,970 shares; 2026Q1: 31,301 shares; 2026Q2: 31,382 shares 31,382 $781K 0.53% +81 Timeline OCTH INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 28,722 shares; 2025Q2: 29,770 shares; 2025Q3: 30,828 shares; 2025Q4: 31,643 shares; 2026Q1: 32,034 shares; 2026Q2: 32,539 shares 32,539 $781K 0.53% +505 Timeline GBAB GUGGENHEIM TAXABLE MUNICP BO More: the full row for GUGGENHEIM TAXABLE MUNICP BO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 55,157 shares; 2025Q1: 17 shares; 2025Q2: 52,493 shares; 2025Q3: 52,760 shares; 2025Q4: 52,821 shares; 2026Q1: 52,806 shares; 2026Q2: 52,364 shares 52,364 $757K 0.51% -442 Timeline BAB INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 27,681 shares; 2025Q1: 4,721 shares; 2025Q2: 29,483 shares; 2025Q3: 29,738 shares; 2025Q4: 29,555 shares; 2026Q1: 29,733 shares; 2026Q2: 28,096 shares 28,096 $754K 0.51% -1,637 Timeline TSI TCW STRATEGIC INCOME FD INC More: the full row for TCW STRATEGIC INCOME FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 158,266 shares; 2025Q3: 159,568 shares; 2025Q4: 161,434 shares; 2026Q1: 165,778 shares; 2026Q2: 166,871 shares 166,871 $753K 0.51% +1,093 Timeline VGM INVESCO TR INVT GRADE MUNS More: the full row for INVESCO TR INVT GRADE MUNS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 65,417 shares; 2025Q1: 104,427 shares; 2025Q2: 65,458 shares; 2025Q3: 71,500 shares; 2025Q4: 71,160 shares; 2026Q1: 70,408 shares; 2026Q2: 69,481 shares 69,481 $736K 0.5% -927 Timeline SBI WESTERN ASSET INTER MUNI More: the full row for WESTERN ASSET INTER MUNI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 82,887 shares; 2025Q1: 104 shares; 2025Q2: 85,086 shares; 2025Q3: 89,424 shares; 2025Q4: 91,087 shares; 2026Q1: 91,874 shares; 2026Q2: 91,425 shares 91,425 $720K 0.48% -449 Timeline TSLX SIXTH STREET SPECIALTY LENDI More: the full row for SIXTH STREET SPECIALTY LENDI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,816 shares; 2026Q1: 27,244 shares; 2026Q2: 40,558 shares 40,558 $696K 0.47% +13,314 Timeline EPRF INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 34,812 shares; 2025Q1: 97,059 shares; 2025Q2: 35,923 shares; 2025Q3: 37,800 shares; 2025Q4: 39,733 shares; 2026Q1: 40,641 shares; 2026Q2: 41,532 shares 41,532 $684K 0.46% +891 Timeline GPIX GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 18,848 shares; 2025Q1: 300 shares; 2025Q2: 7,533 shares; 2025Q3: 5,786 shares; 2025Q4: 14,927 shares; 2026Q1: 18,247 shares; 2026Q2: 11,294 shares 11,294 $628K 0.42% -6,953 Timeline RDVI 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 loaded; 2024Q4: 122,939 shares; 2025Q1: 4,907 shares; 2025Q2: 128,883 shares; 2025Q3: 128,040 shares; 2025Q4: 146,740 shares; 2026Q1: 148,254 shares; 2026Q2: 21,256 shares 21,256 $625K 0.42% -126,998 Timeline PML PIMCO MUN INCOME FD II More: the full row for PIMCO MUN INCOME FD II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 73,017 shares; 2025Q4: 73,225 shares; 2026Q1: 73,133 shares; 2026Q2: 76,724 shares 76,724 $584K 0.39% +3,591 Timeline NZF NUVEEN MUN CR INCOME FD More: the full row for NUVEEN MUN CR INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 42,977 shares; 2025Q1: 68,474 shares; 2025Q2: 42,661 shares; 2025Q3: 46,142 shares; 2025Q4: 46,022 shares; 2026Q1: 46,383 shares; 2026Q2: 45,158 shares 45,158 $573K 0.39% -1,225 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 29,691 shares; 2025Q1: 4 shares; 2025Q2: 29,691 shares; 2025Q3: 29,691 shares; 2025Q4: 29,691 shares; 2026Q1: 28,923 shares; 2026Q2: 28,923 shares 28,923 $553K 0.37% 0 Timeline CGBD CARLYLE SECURED LENDING INC More: the full row for CARLYLE SECURED LENDING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 34,802 shares; 2025Q3: 38,090 shares; 2025Q4: 17,480 shares; 2026Q1: 34,853 shares; 2026Q2: 51,820 shares 51,820 $546K 0.37% +16,967 Timeline XYLG 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 loaded; 2024Q4: not reported; 2025Q1: 53 shares; 2025Q2: 17,460 shares; 2025Q3: 17,787 shares; 2025Q4: 17,778 shares; 2026Q1: 18,696 shares; 2026Q2: 18,768 shares 18,768 $541K 0.36% +72 Timeline SPGP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 4,761 shares; 2025Q1: 27,480 shares; 2025Q2: 5,061 shares; 2025Q3: 4,905 shares; 2025Q4: 4,960 shares; 2026Q1: 4,383 shares; 2026Q2: 4,412 shares 4,412 $540K 0.36% +29 Timeline XMMO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 3,416 shares; 2025Q1: 36,892 shares; 2025Q2: 3,490 shares; 2025Q3: 3,507 shares; 2025Q4: 3,497 shares; 2026Q1: 3,601 shares; 2026Q2: 3,092 shares 3,092 $526K 0.35% -509 Timeline MSD MORGAN STANLEY EMKT DBT FD I More: the full row for MORGAN STANLEY EMKT DBT FD I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 283,909 shares; 2025Q1: 18 shares; 2025Q2: 194,378 shares; 2025Q3: 206,769 shares; 2025Q4: 213,708 shares; 2026Q1: 214,786 shares; 2026Q2: 69,383 shares 69,383 $506K 0.34% -145,403 Timeline FDEM FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,002 shares; 2026Q1: 14,390 shares; 2026Q2: 13,674 shares 13,674 $497K 0.33% -716 Timeline JPRE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 7,695 shares; 2025Q1: 3,433 shares; 2025Q2: 8,191 shares; 2025Q3: 8,121 shares; 2025Q4: 10,674 shares; 2026Q1: 10,564 shares; 2026Q2: 8,870 shares 8,870 $463K 0.31% -1,694 Timeline ARKK ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 39,657 shares; 2025Q1: 1,407 shares; 2025Q2: 42,895 shares; 2025Q3: 41,794 shares; 2025Q4: 42,052 shares; 2026Q1: 41,676 shares; 2026Q2: 5,726 shares 5,726 $463K 0.31% -35,950 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,790 shares; 2025Q1: 1,865 shares; 2025Q2: 1,767 shares; 2025Q3: 1,630 shares; 2025Q4: 1,636 shares; 2026Q1: 1,686 shares; 2026Q2: 1,542 shares 1,542 $419K 0.28% -144 Timeline MAIN MAIN STR CAP CORP More: the full row for MAIN STR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,208 shares; 2026Q2: 8,054 shares 8,054 $418K 0.28% +2,846 Timeline MGNR AMERICAN BEACON SELECT FUNDS More: the full row for AMERICAN BEACON SELECT FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,225 shares; 2025Q3: 6,225 shares; 2025Q4: 17,212 shares; 2026Q1: 16,130 shares; 2026Q2: 8,262 shares 8,262 $401K 0.27% -7,868 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,909 shares; 2025Q1: 2,765 shares; 2025Q2: 2,800 shares; 2025Q3: 2,706 shares; 2025Q4: 2,727 shares; 2026Q1: 2,005 shares; 2026Q2: 1,697 shares 1,697 $385K 0.26% -308 Timeline SMMU PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 5,394 shares; 2025Q1: 20 shares; 2025Q2: 7,157 shares; 2025Q3: 7,405 shares; 2025Q4: 7,433 shares; 2026Q1: 7,565 shares; 2026Q2: 7,627 shares 7,627 $385K 0.26% +62 Timeline MQY BLACKROCK MUNIYILD QULT FD I More: the full row for BLACKROCK MUNIYILD QULT FD I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 29,911 shares; 2026Q2: 32,930 shares 32,930 $382K 0.26% +3,019 Timeline VTWO VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 3,018 shares; 2025Q1: 75 shares; 2025Q2: 3,162 shares; 2025Q3: 3,183 shares; 2025Q4: 3,146 shares; 2026Q1: 3,229 shares; 2026Q2: 2,847 shares 2,847 $346K 0.23% -382 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: not loaded; 2024Q4: 190 shares; 2025Q1: 72 shares; 2025Q2: 177 shares; 2025Q3: 178 shares; 2025Q4: 178 shares; 2026Q1: 439 shares; 2026Q2: 437 shares 437 $326K 0.22% -2 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 350 shares; 2025Q1: 566 shares; 2025Q2: 474 shares; 2025Q3: 466 shares; 2025Q4: 462 shares; 2026Q1: 473 shares; 2026Q2: 468 shares 468 $321K 0.22% -5 Timeline BXMT BLACKSTONE MORTGAGE TRUST IN More: the full row for BLACKSTONE MORTGAGE TRUST IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 10,595 shares; 2025Q1: 5,989 shares; 2025Q2: 10,432 shares; 2025Q3: 10,304 shares; 2025Q4: 19,393 shares; 2026Q1: 20,551 shares; 2026Q2: 18,577 shares 18,577 $315K 0.21% -1,974 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 326 shares; 2025Q1: 155 shares; 2025Q2: 318 shares; 2025Q3: not reported; 2025Q4: 32 shares; 2026Q1: 102 shares; 2026Q2: 419 shares 419 $303K 0.2% +317 Timeline PAAA PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,629 shares 5,629 $289K 0.19% new Timeline ALAI THE ALGER ETF TRUST More: the full row for THE ALGER ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 10,852 shares; 2025Q1: 100 shares; 2025Q2: 39,402 shares; 2025Q3: 40,976 shares; 2025Q4: 48,630 shares; 2026Q1: 50,556 shares; 2026Q2: 6,157 shares 6,157 $281K 0.19% -44,399 Timeline VFL ABRDN NATL MUN INCOME FD More: the full row for ABRDN NATL MUN INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 45,717 shares; 2025Q1: 84 shares; 2025Q2: 24,200 shares; 2025Q3: 24,873 shares; 2025Q4: 24,917 shares; 2026Q1: 24,917 shares; 2026Q2: 25,961 shares 25,961 $269K 0.18% +1,044 Timeline JIRE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 3,237 shares; 2025Q1: 46 shares; 2025Q2: 3,345 shares; 2025Q3: 3,337 shares; 2025Q4: 3,298 shares; 2026Q1: 3,265 shares; 2026Q2: 3,244 shares 3,244 $268K 0.18% -21 Timeline SPFF 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 loaded; 2024Q4: 24,315 shares; 2025Q1: 3 shares; 2025Q2: 24,177 shares; 2025Q3: 25,552 shares; 2025Q4: 26,590 shares; 2026Q1: 26,649 shares; 2026Q2: 26,418 shares 26,418 $248K 0.17% -231 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: not loaded; 2024Q4: 8,605 shares; 2025Q1: 8,265 shares; 2025Q2: 8,006 shares; 2025Q3: 2,920 shares; 2025Q4: 3,045 shares; 2026Q1: 4,397 shares; 2026Q2: 869 shares 869 $207K 0.14% -3,528 Timeline CEV EATON VANCE CALIF MUN INCOM More: the full row for EATON VANCE CALIF MUN INCOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 16,804 shares; 2025Q1: 89,994 shares; 2025Q2: 17,594 shares; 2025Q3: 17,902 shares; 2025Q4: 17,902 shares; 2026Q1: 17,942 shares; 2026Q2: 18,727 shares 18,727 $197K 0.13% +785 Timeline BUFR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 33,751 shares; 2025Q1: 1,482 shares; 2025Q2: 32,010 shares; 2025Q3: 32,284 shares; 2025Q4: 33,659 shares; 2026Q1: 33,750 shares; 2026Q2: 5,364 shares 5,364 $196K 0.13% -28,386 Timeline XPCQX PIMCO CALIF MUN INCOME FD More: the full row for PIMCO CALIF MUN INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 20,432 shares; 2025Q4: 20,432 shares; 2026Q1: 20,479 shares; 2026Q2: 21,442 shares 21,442 $192K 0.13% +963 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,114 shares; 2025Q1: 1,122 shares; 2025Q2: 1,149 shares; 2025Q3: 810 shares; 2025Q4: 822 shares; 2026Q1: 1,043 shares; 2026Q2: 1,268 shares 1,268 $186K 0.13% +225 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,323 shares; 2025Q1: 2,029 shares; 2025Q2: 2,438 shares; 2025Q3: 2,300 shares; 2025Q4: 2,300 shares; 2026Q1: 2,505 shares; 2026Q2: 312 shares 312 $181K 0.12% -2,193 Timeline CGGR CAPITAL GROUP GROWTH ETF More: the full row for CAPITAL GROUP GROWTH ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 896 shares; 2025Q1: 870 shares; 2025Q2: 804 shares; 2025Q3: 1,065 shares; 2025Q4: 5,486 shares; 2026Q1: 6,766 shares; 2026Q2: 3,552 shares 3,552 $168K 0.11% -3,214 Timeline PREF PRINCIPAL EXCHANGE TRADED FD More: the full row for PRINCIPAL EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 20,112 shares; 2025Q1: 700 shares; 2025Q2: 19,583 shares; 2025Q3: 19,818 shares; 2025Q4: 20,087 shares; 2026Q1: 20,311 shares; 2026Q2: 8,430 shares 8,430 $161K 0.11% -11,881 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 581 shares; 2025Q1: 558 shares; 2025Q2: 526 shares; 2025Q3: 295 shares; 2025Q4: 298 shares; 2026Q1: 421 shares; 2026Q2: 319 shares 319 $160K 0.11% -102 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: not loaded; 2024Q4: 3,308 shares; 2025Q1: 3,212 shares; 2025Q2: 3,357 shares; 2025Q3: 2,563 shares; 2025Q4: 2,563 shares; 2026Q1: 1,708 shares; 2026Q2: 1,588 shares 1,588 $153K 0.1% -120 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: not loaded; 2024Q4: 2,851 shares; 2025Q1: 2,871 shares; 2025Q2: 3,132 shares; 2025Q3: 779 shares; 2025Q4: 826 shares; 2026Q1: 2,169 shares; 2026Q2: 1,031 shares 1,031 $121K 0.08% -1,138 Timeline SFLR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 33,639 shares; 2025Q1: 22,012 shares; 2025Q2: 50,248 shares; 2025Q3: 50,070 shares; 2025Q4: 53,268 shares; 2026Q1: 52,967 shares; 2026Q2: 3,086 shares 3,086 $119K 0.08% -49,881 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 766 shares; 2025Q1: 955 shares; 2025Q2: 762 shares; 2025Q3: 595 shares; 2025Q4: 599 shares; 2026Q1: 618 shares; 2026Q2: 549 shares 549 $113K 0.08% -69 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,056 shares; 2025Q3: 4,056 shares; 2025Q4: 4,056 shares; 2026Q1: 4,056 shares; 2026Q2: 4,056 shares 4,056 $112K 0.08% 0 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: not loaded; 2024Q4: 21,026 shares; 2025Q1: 18,468 shares; 2025Q2: 19,713 shares; 2025Q3: 8,575 shares; 2025Q4: 8,832 shares; 2026Q1: 12,823 shares; 2026Q2: 532 shares 532 $106K 0.07% -12,291 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 loaded; 2024Q4: 7,528 shares; 2025Q1: 15,052 shares; 2025Q2: 8,995 shares; 2025Q3: 1,238 shares; 2025Q4: 1,238 shares; 2026Q1: 1,238 shares; 2026Q2: 1,238 shares 1,238 $103K 0.07% 0 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 271 shares; 2025Q1: 291 shares; 2025Q2: 284 shares; 2025Q3: 268 shares; 2025Q4: 268 shares; 2026Q1: 268 shares; 2026Q2: 268 shares 268 $99.3K 0.07% 0 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: not loaded; 2024Q4: 264 shares; 2025Q1: 211 shares; 2025Q2: 264 shares; 2025Q3: 264 shares; 2025Q4: 264 shares; 2026Q1: 264 shares; 2026Q2: 262 shares 262 $97K 0.07% -2 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 loaded; 2024Q4: 12,060 shares; 2025Q1: 10,957 shares; 2025Q2: 10,966 shares; 2025Q3: 10,356 shares; 2025Q4: 10,304 shares; 2026Q1: 10,399 shares; 2026Q2: 221 shares 221 $93K 0.06% -10,178 Timeline CIBR FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 90 shares; 2025Q1: 2,260 shares; 2025Q2: 114 shares; 2025Q3: 114 shares; 2025Q4: 1,066 shares; 2026Q1: 1,491 shares; 2026Q2: 1,015 shares 1,015 $91.2K 0.06% -476 Timeline QFLR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 21,920 shares; 2025Q1: 51 shares; 2025Q2: 30,414 shares; 2025Q3: 28,945 shares; 2025Q4: 32,243 shares; 2026Q1: 30,494 shares; 2026Q2: 2,483 shares 2,483 $90.6K 0.06% -28,011 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: not loaded; 2024Q4: 5,371 shares; 2025Q1: 5,438 shares; 2025Q2: 5,083 shares; 2025Q3: 3,905 shares; 2025Q4: 3,976 shares; 2026Q1: 5,020 shares; 2026Q2: 253 shares 253 $90.4K 0.06% -4,767 Timeline SEIV SEI EXCHANGE TRADED FUNDS More: the full row for SEI EXCHANGE TRADED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 8,230 shares; 2025Q1: 610 shares; 2025Q2: 8,527 shares; 2025Q3: 724 shares; 2025Q4: 763 shares; 2026Q1: 3,601 shares; 2026Q2: 1,862 shares 1,862 $89.4K 0.06% -1,739 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 823 shares; 2025Q1: 1,060 shares; 2025Q2: 688 shares; 2025Q3: 600 shares; 2025Q4: 603 shares; 2026Q1: 641 shares; 2026Q2: 609 shares 609 $87.2K 0.06% -32 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 3,353 shares; 2025Q1: 2,866 shares; 2025Q2: 3,266 shares; 2025Q3: 200 shares; 2025Q4: 252 shares; 2026Q1: 1,473 shares; 2026Q2: 178 shares 178 $85K 0.06% -1,295 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 469 shares; 2025Q1: 1,571 shares; 2025Q2: 466 shares; 2025Q3: 260 shares; 2025Q4: 272 shares; 2026Q1: 429 shares; 2026Q2: 268 shares 268 $84.4K 0.06% -161 Timeline SEIQ SEI EXCHANGE TRADED FUNDS More: the full row for SEI EXCHANGE TRADED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 5,464 shares; 2025Q1: 8,338 shares; 2025Q2: 5,488 shares; 2025Q3: 1,230 shares; 2025Q4: 1,319 shares; 2026Q1: 2,911 shares; 2026Q2: 2,100 shares 2,100 $82.8K 0.06% -811 Timeline SEIM SEI EXCHANGE TRADED FUNDS More: the full row for SEI EXCHANGE TRADED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 6,994 shares; 2025Q1: 7,989 shares; 2025Q2: 7,109 shares; 2025Q3: 411 shares; 2025Q4: 468 shares; 2026Q1: 3,070 shares; 2026Q2: 1,434 shares 1,434 $80.5K 0.05% -1,636 Timeline HELO J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,823 shares; 2025Q1: 63,329 shares; 2025Q2: 4,040 shares; 2025Q3: 4,040 shares; 2025Q4: 5,097 shares; 2026Q1: 5,202 shares; 2026Q2: 1,175 shares 1,175 $79.4K 0.05% -4,027 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 3,142 shares; 2025Q1: 3,123 shares; 2025Q2: 2,237 shares; 2025Q3: 1,699 shares; 2025Q4: 1,699 shares; 2026Q1: 1,402 shares; 2026Q2: 999 shares 999 $74.3K 0.05% -403 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: not loaded; 2024Q4: 2,172 shares; 2025Q1: 41,179 shares; 2025Q2: 2,446 shares; 2025Q3: 2,267 shares; 2025Q4: 1,964 shares; 2026Q1: 1,964 shares; 2026Q2: 2,039 shares 2,039 $69K 0.05% +75 Timeline SEIE SEI EXCHANGE TRADED FUNDS More: the full row for SEI EXCHANGE TRADED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 267 shares; 2025Q4: 525 shares; 2026Q1: 512 shares; 2026Q2: 1,910 shares 1,910 $67.8K 0.05% +1,398 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 5,096 shares; 2025Q1: 5,208 shares; 2025Q2: 3,470 shares; 2025Q3: 3,252 shares; 2025Q4: 3,328 shares; 2026Q1: 1,117 shares; 2026Q2: 1,054 shares 1,054 $65.3K 0.04% -63 Timeline MCI BARINGS CORPORATE INVS More: the full row for BARINGS CORPORATE INVS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 17,530 shares; 2025Q1: 299 shares; 2025Q2: 2,613 shares; 2025Q3: 2,464 shares; 2025Q4: 2,630 shares; 2026Q1: 2,630 shares; 2026Q2: 3,690 shares 3,690 $64.8K 0.04% +1,060 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: not loaded; 2024Q4: 257 shares; 2025Q1: 401 shares; 2025Q2: 259 shares; 2025Q3: 100 shares; 2025Q4: 110 shares; 2026Q1: 206 shares; 2026Q2: 129 shares 129 $64.5K 0.04% -77 Timeline BUFQ FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,422 shares; 2025Q1: 2,191 shares; 2025Q2: 1,889 shares; 2025Q3: 1,879 shares; 2025Q4: 3,356 shares; 2026Q1: 3,464 shares; 2026Q2: 1,630 shares 1,630 $64K 0.04% -1,834 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: not loaded; 2024Q4: 1,236 shares; 2025Q1: 1,122 shares; 2025Q2: 981 shares; 2025Q3: 320 shares; 2025Q4: 333 shares; 2026Q1: 510 shares; 2026Q2: 152 shares 152 $63.2K 0.04% -358 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; 2024Q3: not loaded; 2024Q4: 3,250 shares; 2025Q1: 35 shares; 2025Q2: 3,250 shares; 2025Q3: 3,250 shares; 2025Q4: 2,250 shares; 2026Q1: 2,250 shares; 2026Q2: 2,250 shares 2,250 $63.1K 0.04% 0 Timeline VOX VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 330 shares; 2025Q1: 1,558 shares; 2025Q2: 330 shares; 2025Q3: 330 shares; 2025Q4: 330 shares; 2026Q1: 330 shares; 2026Q2: 330 shares 330 $60.7K 0.04% 0 Timeline NLR 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 527 shares; 2026Q1: 712 shares; 2026Q2: 499 shares 499 $57.9K 0.04% -213 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 7,451 shares; 2025Q1: 7,115 shares; 2025Q2: 6,740 shares; 2025Q3: 6,609 shares; 2025Q4: 6,609 shares; 2026Q1: 6,557 shares; 2026Q2: 1,122 shares 1,122 $55.9K 0.04% -5,435 Timeline PSCT INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 600 shares; 2025Q1: 10,495 shares; 2025Q2: 600 shares; 2025Q3: 600 shares; 2025Q4: 600 shares; 2026Q1: 600 shares; 2026Q2: 600 shares 600 $55.4K 0.04% 0 Timeline YSEP FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,100 shares; 2025Q1: 26,733 shares; 2025Q2: 2,267 shares; 2025Q3: 2,411 shares; 2025Q4: 2,225 shares; 2026Q1: 2,193 shares; 2026Q2: 1,940 shares 1,940 $53.4K 0.04% -253 Timeline SDVD 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 loaded; 2024Q4: 28,163 shares; 2025Q1: 121,257 shares; 2025Q2: 57,340 shares; 2025Q3: 58,647 shares; 2025Q4: 59,001 shares; 2026Q1: 58,986 shares; 2026Q2: 2,313 shares 2,313 $53.4K 0.04% -56,673 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 401 shares; 2025Q1: 324 shares; 2025Q2: 401 shares; 2025Q3: 300 shares; 2025Q4: 300 shares; 2026Q1: 396 shares; 2026Q2: 310 shares 310 $52.4K 0.04% -86 Timeline XYL XYLEM INC More: the full row for XYLEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 450 shares; 2025Q1: 457 shares; 2025Q2: 450 shares; 2025Q3: 436 shares; 2025Q4: 436 shares; 2026Q1: 450 shares; 2026Q2: 443 shares 443 $52.4K 0.04% -7 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 309 shares; 2025Q1: 189 shares; 2025Q2: 312 shares; 2025Q3: 175 shares; 2025Q4: 175 shares; 2026Q1: 218 shares; 2026Q2: 186 shares 186 $52.3K 0.04% -32 Timeline ASX ASE TECHNOLOGY HLDG CO LTD More: the full row for ASE TECHNOLOGY HLDG CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 9,214 shares; 2025Q1: 9,038 shares; 2025Q2: 8,604 shares; 2025Q3: not reported; 2025Q4: 439 shares; 2026Q1: 4,727 shares; 2026Q2: 1,140 shares 1,140 $51.4K 0.03% -3,587 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 loaded; 2024Q4: 262 shares; 2025Q1: 227 shares; 2025Q2: 262 shares; 2025Q3: 200 shares; 2025Q4: 200 shares; 2026Q1: 1,066 shares; 2026Q2: 200 shares 200 $51.1K 0.03% -866 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: not loaded; 2024Q4: 2,149 shares; 2025Q1: 15 shares; 2025Q2: 2,077 shares; 2025Q3: 2,044 shares; 2025Q4: 2,044 shares; 2026Q1: 2,044 shares; 2026Q2: 544 shares 544 $47.3K 0.03% -1,500 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: not loaded; 2024Q4: 3,166 shares; 2025Q1: 3,288 shares; 2025Q2: 3,527 shares; 2025Q3: 1,500 shares; 2025Q4: 1,527 shares; 2026Q1: 2,280 shares; 2026Q2: 128 shares 128 $45.2K 0.03% -2,152 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 529 shares; 2025Q1: 668 shares; 2025Q2: 609 shares; 2025Q3: 400 shares; 2025Q4: 400 shares; 2026Q1: 554 shares; 2026Q2: 432 shares 432 $44.7K 0.03% -122 Timeline EOCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 42,539 shares; 2025Q1: 206 shares; 2025Q2: 1,563 shares; 2025Q3: 1,667 shares; 2025Q4: 1,596 shares; 2026Q1: 1,526 shares; 2026Q2: 1,301 shares 1,301 $44.4K 0.03% -225 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,497 shares; 2025Q1: 1,617 shares; 2025Q2: 1,579 shares; 2025Q3: not reported; 2025Q4: 66 shares; 2026Q1: 1,088 shares; 2026Q2: 278 shares 278 $43.6K 0.03% -810 Timeline ITT ITT INC More: the full row for ITT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 239 shares; 2025Q1: 305 shares; 2025Q2: 239 shares; 2025Q3: 218 shares; 2025Q4: 218 shares; 2026Q1: 228 shares; 2026Q2: 218 shares 218 $43.1K 0.03% -10 Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 90 shares; 2025Q1: 598 shares; 2025Q2: 5,218 shares; 2025Q3: not reported; 2025Q4: 108 shares; 2026Q1: 1,845 shares; 2026Q2: 424 shares 424 $42.5K 0.03% -1,421 Timeline NBIS NEBIUS GROUP N.V. More: the full row for NEBIUS GROUP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 763 shares; 2025Q1: 1,701 shares; 2025Q2: 2,059 shares; 2025Q3: not reported; 2025Q4: 24 shares; 2026Q1: 1,290 shares; 2026Q2: 149 shares 149 $41.1K 0.03% -1,141 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 876 shares; 2025Q1: 753 shares; 2025Q2: 735 shares; 2025Q3: 250 shares; 2025Q4: 265 shares; 2026Q1: 485 shares; 2026Q2: 278 shares 278 $40.8K 0.03% -207 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: not loaded; 2024Q4: 2,004 shares; 2025Q1: 1,992 shares; 2025Q2: 1,957 shares; 2025Q3: 500 shares; 2025Q4: 523 shares; 2026Q1: 1,095 shares; 2026Q2: 115 shares 115 $39.5K 0.03% -980 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: not loaded; 2024Q4: 3,109 shares; 2025Q1: 3,109 shares; 2025Q2: 3,177 shares; 2025Q3: 1,690 shares; 2025Q4: 1,690 shares; 2026Q1: 2,448 shares; 2026Q2: 1,894 shares 1,894 $39.2K 0.03% -554 Timeline AEM AGNICO EAGLE MINES LTD More: the full row for AGNICO EAGLE MINES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 500 shares; 2025Q1: 257 shares; 2025Q2: 250 shares; 2025Q3: 250 shares; 2025Q4: 250 shares; 2026Q1: 250 shares; 2026Q2: 250 shares 250 $38.8K 0.03% 0 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,244 shares; 2025Q1: 2,225 shares; 2025Q2: 2,295 shares; 2025Q3: 676 shares; 2025Q4: 731 shares; 2026Q1: 1,451 shares; 2026Q2: 212 shares 212 $38.4K 0.03% -1,239 Timeline SKYY 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 loaded; 2024Q4: 3,076 shares; 2025Q1: 90 shares; 2025Q2: 3,236 shares; 2025Q3: 3,221 shares; 2025Q4: 1,515 shares; 2026Q1: 963 shares; 2026Q2: 285 shares 285 $38.4K 0.03% -678 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: not loaded; 2024Q4: 1,554 shares; 2025Q1: 1,636 shares; 2025Q2: 1,797 shares; 2025Q3: 315 shares; 2025Q4: 335 shares; 2026Q1: 1,076 shares; 2026Q2: 147 shares 147 $37.3K 0.03% -929 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: not loaded; 2024Q4: 1,391 shares; 2025Q1: 1,365 shares; 2025Q2: 1,322 shares; 2025Q3: not reported; 2025Q4: 29 shares; 2026Q1: 541 shares; 2026Q2: 66 shares 66 $37.2K 0.03% -475 Timeline SEIS SEI EXCHANGE TRADED FUNDS More: the full row for SEI EXCHANGE TRADED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 430 shares; 2025Q2: 137 shares; 2025Q3: 276 shares; 2025Q4: 368 shares; 2026Q1: 368 shares; 2026Q2: 1,043 shares 1,043 $35K 0.02% +675 Timeline TLN TALEN ENERGY CORP More: the full row for TALEN ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 263 shares; 2025Q1: 282 shares; 2025Q2: 691 shares; 2025Q3: not reported; 2025Q4: 6 shares; 2026Q1: 362 shares; 2026Q2: 85 shares 85 $32.7K 0.02% -277 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,154 shares; 2025Q1: 282,043 shares; 2025Q2: 1,088 shares; 2025Q3: not reported; 2025Q4: 8 shares; 2026Q1: 498 shares; 2026Q2: 156 shares 156 $32.6K 0.02% -342 Timeline CGIE CAPITAL GROUP INTERNATIONAL More: the full row for CAPITAL GROUP INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 680 shares; 2025Q3: 680 shares; 2025Q4: 680 shares; 2026Q1: 850 shares; 2026Q2: 850 shares 850 $31.3K 0.02% 0 Timeline FRTY THE ALGER ETF TRUST More: the full row for THE ALGER ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 46,596 shares; 2025Q3: 49,758 shares; 2025Q4: 49,827 shares; 2026Q1: 49,827 shares; 2026Q2: 1,226 shares 1,226 $30.4K 0.02% -48,601 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,305 shares; 2025Q1: 1,172 shares; 2025Q2: 1,199 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 639 shares; 2026Q2: 208 shares 208 $30.4K 0.02% -431 Timeline ALAB ASTERA LABS INC More: the full row for ASTERA LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 495 shares; 2025Q1: 614 shares; 2025Q2: 607 shares; 2025Q3: not reported; 2025Q4: 2 shares; 2026Q1: 321 shares; 2026Q2: 61 shares 61 $29.5K 0.02% -260 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 608 shares; 2025Q1: 544 shares; 2025Q2: 608 shares; 2025Q3: not reported; 2025Q4: 6 shares; 2026Q1: 324 shares; 2026Q2: 103 shares 103 $29.1K 0.02% -221 Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 846 shares; 2025Q1: 1,622 shares; 2025Q2: 852 shares; 2025Q3: not reported; 2025Q4: 6 shares; 2026Q1: 445 shares; 2026Q2: 133 shares 133 $28.3K 0.02% -312 Timeline AZN ASTRAZENECA PLC More: the full row for ASTRAZENECA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 955 shares; 2026Q2: 149 shares 149 $28.3K 0.02% -806 Timeline COMP COMPASS INC More: the full row for COMPASS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 2,348 shares; 2025Q2: 2,280 shares; 2025Q3: 2,280 shares; 2025Q4: 2,280 shares; 2026Q1: 2,337 shares; 2026Q2: 2,280 shares 2,280 $28.1K 0.02% -57 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: not loaded; 2024Q4: 806 shares; 2025Q1: 729 shares; 2025Q2: 792 shares; 2025Q3: not reported; 2025Q4: 8 shares; 2026Q1: 400 shares; 2026Q2: 125 shares 125 $27.6K 0.02% -275 Timeline SEEM SEI EXCHANGE TRADED FUNDS More: the full row for SEI EXCHANGE TRADED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 109 shares; 2025Q4: 216 shares; 2026Q1: 216 shares; 2026Q2: 677 shares 677 $27.1K 0.02% +461 Timeline ORI OLD REP INTL CORP More: the full row for OLD REP INTL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,131 shares; 2025Q1: 1,083 shares; 2025Q2: 1,131 shares; 2025Q3: 1,066 shares; 2025Q4: 1,066 shares; 2026Q1: 665 shares; 2026Q2: 650 shares 650 $26.6K 0.02% -15 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: not loaded; 2024Q4: 352 shares; 2025Q1: 343 shares; 2025Q2: 325 shares; 2025Q3: 12 shares; 2025Q4: 29 shares; 2026Q1: 91 shares; 2026Q2: 22 shares 22 $26.4K 0.02% -69 Timeline EDV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 4,476 shares; 2025Q1: 93 shares; 2025Q2: 452 shares; 2025Q3: 395 shares; 2025Q4: 395 shares; 2026Q1: 398 shares; 2026Q2: 404 shares 404 $26.3K 0.02% +6 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 135 shares; 2025Q1: 134 shares; 2025Q2: 133 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 88 shares; 2026Q2: 19 shares 19 $25.8K 0.02% -69 Timeline BTI BRITISH AMERN TOB PLC More: the full row for BRITISH AMERN TOB PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,703 shares; 2025Q1: 2,495 shares; 2025Q2: 2,660 shares; 2025Q3: not reported; 2025Q4: 103 shares; 2026Q1: 1,486 shares; 2026Q2: 413 shares 413 $25.5K 0.02% -1,073 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: not loaded; 2024Q4: 1,082 shares; 2025Q1: 2,338 shares; 2025Q2: 1,098 shares; 2025Q3: 817 shares; 2025Q4: 830 shares; 2026Q1: 278 shares; 2026Q2: 101 shares 101 $25.4K 0.02% -177 Timeline BCS BARCLAYS PLC More: the full row for BARCLAYS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 9,003 shares; 2025Q1: 23,205 shares; 2025Q2: 8,174 shares; 2025Q3: not reported; 2025Q4: 173 shares; 2026Q1: 4,255 shares; 2026Q2: 914 shares 914 $24.6K 0.02% -3,341 Timeline STT STATE STR CORP More: the full row for STATE STR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 623 shares; 2025Q1: 22,003 shares; 2025Q2: 576 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 272 shares; 2026Q2: 142 shares 142 $24.1K 0.02% -130 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: not loaded; 2024Q4: 459 shares; 2025Q1: 417 shares; 2025Q2: 372 shares; 2025Q3: 150 shares; 2025Q4: 161 shares; 2026Q1: 297 shares; 2026Q2: 176 shares 176 $23.8K 0.02% -121 Timeline SCHE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 927 shares; 2025Q1: 62 shares; 2025Q2: 927 shares; 2025Q3: 482 shares; 2025Q4: 651 shares; 2026Q1: 661 shares; 2026Q2: 652 shares 652 $23.6K 0.02% -9 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 642 shares; 2025Q1: 704 shares; 2025Q2: 556 shares; 2025Q3: 95 shares; 2025Q4: 102 shares; 2026Q1: 323 shares; 2026Q2: 225 shares 225 $23.4K 0.02% -98 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 804 shares; 2025Q1: 869 shares; 2025Q2: 798 shares; 2025Q3: 200 shares; 2025Q4: 207 shares; 2026Q1: 494 shares; 2026Q2: 281 shares 281 $23.2K 0.02% -213 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: not loaded; 2024Q4: 1,345 shares; 2025Q1: 9,539 shares; 2025Q2: 1,357 shares; 2025Q3: not reported; 2025Q4: 88 shares; 2026Q1: 603 shares; 2026Q2: 70 shares 70 $22.9K 0.02% -533 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 509 shares; 2025Q1: 491 shares; 2025Q2: 453 shares; 2025Q3: not reported; 2025Q4: 2 shares; 2026Q1: 281 shares; 2026Q2: 44 shares 44 $22.8K 0.02% -237 Timeline MPV BARINGS PARTN INVS More: the full row for BARINGS PARTN INVS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 21,783 shares; 2025Q3: 20,238 shares; 2025Q4: 1,324 shares; 2026Q1: 1,310 shares; 2026Q2: 1,349 shares 1,349 $22.7K 0.02% +39 Timeline BCD ABRDN ETFS More: the full row for ABRDN ETFS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 11,572 shares; 2025Q1: 12 shares; 2025Q2: 11,441 shares; 2025Q3: 11,368 shares; 2025Q4: 699 shares; 2026Q1: 687 shares; 2026Q2: 655 shares 655 $22.4K 0.02% -32 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: not loaded; 2024Q4: 1,580 shares; 2025Q1: 1,379 shares; 2025Q2: 1,032 shares; 2025Q3: not reported; 2025Q4: 41 shares; 2026Q1: 720 shares; 2026Q2: 169 shares 169 $21.7K 0.01% -551 Timeline SDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 26,526 shares; 2025Q1: 8,350 shares; 2025Q2: 8,368 shares; 2025Q3: 5,105 shares; 2025Q4: 5,091 shares; 2026Q1: 5,091 shares; 2026Q2: 500 shares 500 $21.6K 0.01% -4,591 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 22 shares; 2025Q1: 39 shares; 2025Q2: 22 shares; 2025Q3: not reported; 2025Q4: 20 shares; 2026Q1: 519 shares; 2026Q2: 33 shares 33 $21.1K 0.01% -486 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 306 shares; 2025Q1: 618 shares; 2025Q2: 314 shares; 2025Q3: not reported; 2025Q4: 2 shares; 2026Q1: 192 shares; 2026Q2: 52 shares 52 $20.7K 0.01% -140 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 loaded; 2024Q4: 2,570 shares; 2025Q1: 2,830 shares; 2025Q2: 2,616 shares; 2025Q3: 1,437 shares; 2025Q4: 1,475 shares; 2026Q1: 2,111 shares; 2026Q2: 177 shares 177 $20K 0.01% -1,934 Timeline OC OWENS CORNING NEW More: the full row for OWENS CORNING NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 199 shares; 2025Q1: 132 shares; 2025Q2: 189 shares; 2025Q3: 125 shares; 2025Q4: 125 shares; 2026Q1: 189 shares; 2026Q2: 125 shares 125 $19.9K 0.01% -64 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 677 shares; 2025Q1: 249 shares; 2025Q2: 1,230 shares; 2025Q3: 400 shares; 2025Q4: 436 shares; 2026Q1: 940 shares; 2026Q2: 400 shares 400 $19.2K 0.01% -540 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,553 shares; 2025Q1: 1,359 shares; 2025Q2: 1,550 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 965 shares; 2026Q2: 236 shares 236 $19.2K 0.01% -729 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 249 shares; 2025Q3: 249 shares; 2025Q4: 249 shares; 2026Q1: 249 shares; 2026Q2: 249 shares 249 $18.9K 0.01% 0 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,681 shares; 2025Q1: 3,679 shares; 2025Q2: 2,564 shares; 2025Q3: 1,326 shares; 2025Q4: 1,256 shares; 2026Q1: 559 shares; 2026Q2: 221 shares 221 $18.5K 0.01% -338 Timeline METV 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 loaded; 2024Q4: 1,000 shares; 2025Q1: 7 shares; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares; 2026Q1: 1,000 shares; 2026Q2: 1,000 shares 1,000 $18.4K 0.01% 0 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 294 shares; 2025Q2: 53 shares; 2025Q3: 53 shares; 2025Q4: 53 shares; 2026Q1: 53 shares; 2026Q2: 53 shares 53 $18.2K 0.01% 0 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,049 shares; 2025Q1: 2,073 shares; 2025Q2: 1,955 shares; 2025Q3: 1,000 shares; 2025Q4: 1,038 shares; 2026Q1: 1,526 shares; 2026Q2: 109 shares 109 $18.1K 0.01% -1,417 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: not loaded; 2024Q4: 1,308 shares; 2025Q1: 118 shares; 2025Q2: 1,330 shares; 2025Q3: not reported; 2025Q4: 49 shares; 2026Q1: 977 shares; 2026Q2: 317 shares 317 $18.1K 0.01% -660 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 4,290 shares; 2025Q1: 3,750 shares; 2025Q2: 3,000 shares; 2025Q3: not reported; 2025Q4: 46 shares; 2026Q1: 380 shares; 2026Q2: 35 shares 35 $18K 0.01% -345 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 396 shares; 2025Q1: 1,066 shares; 2025Q2: 381 shares; 2025Q3: not reported; 2025Q4: 5 shares; 2026Q1: 230 shares; 2026Q2: 49 shares 49 $17.7K 0.01% -181 Timeline PFD FLAHERTY & CRUMRINE PFD INCO More: the full row for FLAHERTY & CRUMRINE PFD INCO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,820 shares; 2025Q3: 3,732 shares; 2025Q4: 3,640 shares; 2026Q1: 3,641 shares; 2026Q2: 1,498 shares 1,498 $17.4K 0.01% -2,143 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 437 shares; 2025Q1: 807 shares; 2025Q2: 399 shares; 2025Q3: not reported; 2025Q4: 6 shares; 2026Q1: 210 shares; 2026Q2: 23 shares 23 $17.4K 0.01% -187 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 loaded; 2024Q4: not reported; 2025Q1: 1,055 shares; 2025Q2: 1,458 shares; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares; 2026Q1: 1,492 shares; 2026Q2: 40 shares 40 $17.3K 0.01% -1,452 Timeline RACE FERRARI N V More: the full row for FERRARI N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 863 shares; 2025Q1: 632 shares; 2025Q2: 780 shares; 2025Q3: not reported; 2025Q4: 29 shares; 2026Q1: 300 shares; 2026Q2: 46 shares 46 $17.1K 0.01% -254 Timeline PIE INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 18,831 shares; 2025Q1: 165 shares; 2025Q2: 20,495 shares; 2025Q3: 20,380 shares; 2025Q4: 505 shares; 2026Q1: 505 shares; 2026Q2: 505 shares 505 $16.9K 0.01% 0 Timeline RYLD 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 loaded; 2024Q4: 2,211 shares; 2025Q1: 24,103 shares; 2025Q2: 1,053 shares; 2025Q3: 1,053 shares; 2025Q4: 1,053 shares; 2026Q1: 1,053 shares; 2026Q2: 1,053 shares 1,053 $16.8K 0.01% 0 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 23,927 shares; 2025Q1: 2,953 shares; 2025Q2: 24,783 shares; 2025Q3: 585 shares; 2025Q4: 556 shares; 2026Q1: 6,976 shares; 2026Q2: 550 shares 550 $16.2K 0.01% -6,426 Timeline HEEM ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 14,326 shares; 2025Q1: 580 shares; 2025Q2: 14,628 shares; 2025Q3: 14,574 shares; 2025Q4: 358 shares; 2026Q1: 358 shares; 2026Q2: 358 shares 358 $16K 0.01% 0 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 376 shares; 2025Q1: 411 shares; 2025Q2: 315 shares; 2025Q3: not reported; 2025Q4: 12 shares; 2026Q1: 162 shares; 2026Q2: 31 shares 31 $15.9K 0.01% -131 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 5,568 shares; 2025Q1: 5,477 shares; 2025Q2: 5,449 shares; 2025Q3: 3,000 shares; 2025Q4: 3,050 shares; 2026Q1: 4,569 shares; 2026Q2: 221 shares 221 $15.9K 0.01% -4,348 Timeline ING ING GROEP N.V. More: the full row for ING GROEP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 3,498 shares; 2025Q1: 3,019 shares; 2025Q2: 3,558 shares; 2025Q3: not reported; 2025Q4: 121 shares; 2026Q1: 2,112 shares; 2026Q2: 495 shares 495 $15.5K 0.01% -1,617 Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,194 shares; 2025Q1: 872 shares; 2025Q2: 1,369 shares; 2025Q3: not reported; 2025Q4: 14 shares; 2026Q1: 634 shares; 2026Q2: 168 shares 168 $15.3K 0.01% -466 Timeline TTE TOTALENERGIES SE More: the full row for TOTALENERGIES SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 802 shares; 2026Q2: 196 shares 196 $15.2K 0.01% -606 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,203 shares; 2025Q1: 2,269 shares; 2025Q2: 2,260 shares; 2025Q3: 1,056 shares; 2025Q4: 1,089 shares; 2026Q1: 1,974 shares; 2026Q2: 190 shares 190 $14.7K 0.01% -1,784 Timeline RBA RB GLOBAL INC More: the full row for RB GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 411 shares; 2025Q1: 319 shares; 2025Q2: 456 shares; 2025Q3: not reported; 2025Q4: 3 shares; 2026Q1: 200 shares; 2026Q2: 122 shares 122 $14.2K 0.01% -78 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 loaded; 2024Q4: 156 shares; 2025Q1: 221 shares; 2025Q2: 407 shares; 2025Q3: not reported; 2025Q4: 8 shares; 2026Q1: 159 shares; 2026Q2: 18 shares 18 $13.7K 0.01% -141 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,260 shares; 2025Q1: 554 shares; 2025Q2: 1,146 shares; 2025Q3: 510 shares; 2025Q4: 531 shares; 2026Q1: 932 shares; 2026Q2: 544 shares 544 $13.4K 0.01% -388 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 9,275 shares; 2025Q1: 65,913 shares; 2025Q2: 10,198 shares; 2025Q3: 442 shares; 2025Q4: 421 shares; 2026Q1: 3,289 shares; 2026Q2: 367 shares 367 $13.3K 0.01% -2,922 Timeline SE SEA LTD More: the full row for SEA LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,079 shares; 2025Q1: 6,895 shares; 2025Q2: 3,724 shares; 2025Q3: not reported; 2025Q4: 65 shares; 2026Q1: 1,386 shares; 2026Q2: 137 shares 137 $13.1K 0.01% -1,249 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 loaded; 2024Q4: 476 shares; 2025Q1: 4 shares; 2025Q2: 194 shares; 2025Q3: not reported; 2025Q4: 12 shares; 2026Q1: 94 shares; 2026Q2: 44 shares 44 $13.1K 0.01% -50 Timeline COHR COHERENT CORP More: the full row for COHERENT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 14 shares; 2025Q1: 101 shares; 2025Q2: 191 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 91 shares; 2026Q2: 33 shares 33 $13K 0.01% -58 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 505 shares; 2025Q1: 435 shares; 2025Q2: 508 shares; 2025Q3: not reported; 2025Q4: 8 shares; 2026Q1: 308 shares; 2026Q2: 78 shares 78 $13K 0.01% -230 Timeline CGDV CAPITAL GROUP DIVIDEND VALUE More: the full row for CAPITAL GROUP DIVIDEND VALUE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 7,361 shares; 2025Q1: 8,752 shares; 2025Q2: 10,625 shares; 2025Q3: 10,770 shares; 2025Q4: 21,970 shares; 2026Q1: 23,827 shares; 2026Q2: 263 shares 263 $13K 0.01% -23,564 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 70 shares; 2025Q1: 46 shares; 2025Q2: 61 shares; 2025Q3: 44 shares; 2025Q4: 44 shares; 2026Q1: 59 shares; 2026Q2: 44 shares 44 $12.8K 0.01% -15 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 522 shares; 2025Q1: 460 shares; 2025Q2: 425 shares; 2025Q3: not reported; 2025Q4: 9 shares; 2026Q1: 93 shares; 2026Q2: 34 shares 34 $12.8K 0.01% -59 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 loaded; 2024Q4: 283 shares; 2025Q1: 317 shares; 2025Q2: 82 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 17 shares; 2026Q2: 11 shares 11 $12.7K 0.01% -6 Timeline NRG NRG ENERGY INC More: the full row for NRG ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 270 shares; 2025Q1: 3,283 shares; 2025Q2: 402 shares; 2025Q3: not reported; 2025Q4: 15 shares; 2026Q1: 266 shares; 2026Q2: 85 shares 85 $12.4K 0.01% -181 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 loaded; 2024Q4: 2,059 shares; 2025Q1: 1,823 shares; 2025Q2: 1,610 shares; 2025Q3: not reported; 2025Q4: 52 shares; 2026Q1: 384 shares; 2026Q2: 32 shares 32 $12.1K 0.01% -352 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 98 shares; 2025Q1: 103 shares; 2025Q2: 101 shares; 2025Q3: not reported; 2025Q4: 4 shares; 2026Q1: 73 shares; 2026Q2: 34 shares 34 $12K 0.01% -39 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 534 shares; 2025Q1: 515 shares; 2025Q2: 525 shares; 2025Q3: 50 shares; 2025Q4: 610 shares; 2026Q1: 1,784 shares; 2026Q2: 163 shares 163 $11.6K 0.01% -1,621 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: not loaded; 2024Q4: 2,397 shares; 2025Q1: 2,325 shares; 2025Q2: 2,287 shares; 2025Q3: 1,760 shares; 2025Q4: 1,789 shares; 2026Q1: 2,071 shares; 2026Q2: 85 shares 85 $11.6K 0.01% -1,986 Timeline CCEP COCA-COLA EUROPACIFIC PARTNE More: the full row for COCA-COLA EUROPACIFIC PARTNE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 676 shares; 2025Q1: 778 shares; 2025Q2: 705 shares; 2025Q3: not reported; 2025Q4: 24 shares; 2026Q1: 393 shares; 2026Q2: 115 shares 115 $11.5K 0.01% -278 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 loaded; 2024Q4: 1,881 shares; 2025Q1: 1,195 shares; 2025Q2: 149 shares; 2025Q3: not reported; 2025Q4: 28 shares; 2026Q1: 90 shares; 2026Q2: 43 shares 43 $11.2K 0.01% -47 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 254 shares; 2025Q1: 238 shares; 2025Q2: 213 shares; 2025Q3: not reported; 2025Q4: 40 shares; 2026Q1: 525 shares; 2026Q2: 111 shares 111 $11K 0.01% -414 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 143 shares; 2025Q1: 128 shares; 2025Q2: 145 shares; 2025Q3: not reported; 2025Q4: 6 shares; 2026Q1: 70 shares; 2026Q2: 32 shares 32 $10.9K 0.01% -38 Timeline WBD WARNER BROS DISCOVERY INC More: the full row for WARNER BROS DISCOVERY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 640 shares; 2025Q1: 590 shares; 2025Q2: 559 shares; 2025Q3: 408 shares; 2025Q4: 408 shares; 2026Q1: 466 shares; 2026Q2: 408 shares 408 $10.9K 0.01% -58 Timeline QALT SEI EXCHANGE TRADED FUNDS More: the full row for SEI EXCHANGE TRADED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 405 shares; 2026Q1: 405 shares; 2026Q2: 405 shares 405 $10.8K 0.01% 0 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 516 shares; 2025Q1: 528 shares; 2025Q2: 310 shares; 2025Q3: not reported; 2025Q4: 9 shares; 2026Q1: 201 shares; 2026Q2: 27 shares 27 $10.7K 0.01% -174 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: not loaded; 2024Q4: 1,555 shares; 2025Q1: 1,561 shares; 2025Q2: 1,609 shares; 2025Q3: 1,000 shares; 2025Q4: 1,008 shares; 2026Q1: 1,221 shares; 2026Q2: 56 shares 56 $10.6K 0.01% -1,165 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 loaded; 2024Q4: 792 shares; 2025Q1: 944 shares; 2025Q2: 358 shares; 2025Q3: not reported; 2025Q4: 9 shares; 2026Q1: 160 shares; 2026Q2: 9 shares 9 $10.6K 0.01% -151 Timeline SCI SERVICE CORP INTL More: the full row for SERVICE CORP INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 756 shares; 2025Q1: 464 shares; 2025Q2: 743 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 264 shares; 2026Q2: 139 shares 139 $10.6K 0.01% -125 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 loaded; 2024Q4: not reported; 2025Q1: 41,612 shares; 2025Q2: 818 shares; 2025Q3: not reported; 2025Q4: 21 shares; 2026Q1: 430 shares; 2026Q2: 60 shares 60 $10.2K 0.01% -370 Timeline SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 766 shares; 2025Q1: 701 shares; 2025Q2: 727 shares; 2025Q3: 202 shares; 2025Q4: 216 shares; 2026Q1: 510 shares; 2026Q2: 66 shares 66 $10.2K 0.01% -444 Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 298 shares; 2025Q1: 577 shares; 2025Q2: 518 shares; 2025Q3: not reported; 2025Q4: 13 shares; 2026Q1: 68 shares; 2026Q2: 22 shares 22 $10.1K 0.01% -46 Timeline KOF COCA-COLA FEMSA SAB DE CV More: the full row for COCA-COLA FEMSA SAB DE CV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 901 shares; 2025Q1: 739 shares; 2025Q2: 815 shares; 2025Q3: not reported; 2025Q4: 45 shares; 2026Q1: 433 shares; 2026Q2: 92 shares 92 $9.78K 0.01% -341 Timeline TM TOYOTA MOTOR CORP More: the full row for TOYOTA MOTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 477 shares; 2025Q1: 517 shares; 2025Q2: 446 shares; 2025Q3: not reported; 2025Q4: 4 shares; 2026Q1: 312 shares; 2026Q2: 57 shares 57 $9.6K 0.01% -255 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,636 shares; 2025Q1: 1,535 shares; 2025Q2: 1,659 shares; 2025Q3: 985 shares; 2025Q4: 992 shares; 2026Q1: 1,359 shares; 2026Q2: 75 shares 75 $9.49K 0.01% -1,284 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 172 shares; 2025Q1: 131 shares; 2025Q2: 178 shares; 2025Q3: not reported; 2025Q4: 3 shares; 2026Q1: 72 shares; 2026Q2: 32 shares 32 $9.38K 0.01% -40 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,108 shares; 2025Q1: 1,489 shares; 2025Q2: 1,043 shares; 2025Q3: not reported; 2025Q4: 25 shares; 2026Q1: 364 shares; 2026Q2: 25 shares 25 $9.34K 0.01% -339 Timeline TDG TRANSDIGM GROUP INC More: the full row for TRANSDIGM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 58 shares; 2025Q1: 9 shares; 2025Q2: 55 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 48 shares; 2026Q2: 7 shares 7 $9.32K 0.01% -41 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,748 shares; 2025Q1: 1,418 shares; 2025Q2: 1,722 shares; 2025Q3: 1,400 shares; 2025Q4: 1,400 shares; 2026Q1: 1,642 shares; 2026Q2: 106 shares 106 $9.3K 0.01% -1,536 Timeline BUD ANHEUSER BUSCH INBEV SA NV More: the full row for ANHEUSER BUSCH INBEV SA NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 712 shares; 2025Q1: 542 shares; 2025Q2: 841 shares; 2025Q3: not reported; 2025Q4: 36 shares; 2026Q1: 332 shares; 2026Q2: 111 shares 111 $9.15K 0.01% -221 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 943 shares; 2025Q1: 22,373 shares; 2025Q2: 936 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 304 shares; 2026Q2: 27 shares 27 $9.04K 0.01% -277 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 860 shares; 2025Q1: 1,013 shares; 2025Q2: 824 shares; 2025Q3: not reported; 2025Q4: 21 shares; 2026Q1: 391 shares; 2026Q2: 39 shares 39 $8.95K 0.01% -352 Timeline PHG KONINKLIJKE PHILIPS N V More: the full row for KONINKLIJKE PHILIPS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,160 shares; 2025Q1: 1,516 shares; 2025Q2: 2,108 shares; 2025Q3: not reported; 2025Q4: 97 shares; 2026Q1: 993 shares; 2026Q2: 329 shares 329 $8.95K 0.01% -664 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 39 shares; 2025Q1: 104 shares; 2025Q2: 44 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 21 shares; 2026Q2: 9 shares 9 $8.8K 0.01% -12 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 67 shares; 2025Q1: 125 shares; 2025Q2: 72 shares; 2025Q3: 10 shares; 2025Q4: 10 shares; 2026Q1: 48 shares; 2026Q2: 17 shares 17 $8.66K 0.01% -31 Timeline NWG NATWEST GROUP PLC More: the full row for NATWEST GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,630 shares; 2025Q1: 2,303 shares; 2025Q2: 2,586 shares; 2025Q3: not reported; 2025Q4: 123 shares; 2026Q1: 1,542 shares; 2026Q2: 487 shares 487 $8.59K 0.01% -1,055 Timeline QXO QXO INC More: the full row for QXO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 21 shares; 2026Q1: 2,668 shares; 2026Q2: 494 shares 494 $8.54K 0.01% -2,174 Timeline FWONK LIBERTY MEDIA CORP DEL More: the full row for LIBERTY MEDIA CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 327 shares; 2025Q1: 356 shares; 2025Q2: 381 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 176 shares; 2026Q2: 88 shares 88 $8.37K 0.01% -88 Timeline PDI PIMCO DYNAMIC INCOME FD More: the full row for PIMCO DYNAMIC INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 11,856 shares; 2025Q1: 19 shares; 2025Q2: 17,451 shares; 2025Q3: 15,291 shares; 2025Q4: 15,291 shares; 2026Q1: 15,590 shares; 2026Q2: 500 shares 500 $8.35K 0.01% -15,090 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 408 shares; 2025Q1: 17,024 shares; 2025Q2: 212 shares; 2025Q3: not reported; 2025Q4: 1 shares; 2026Q1: 113 shares; 2026Q2: 19 shares 19 $8.1K 0.01% -94 Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 283 shares; 2025Q1: 253 shares; 2025Q2: 534 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 135 shares; 2026Q2: 51 shares 51 $8.09K 0.01% -84 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,050 shares; 2025Q1: 995 shares; 2025Q2: 989 shares; 2025Q3: not reported; 2025Q4: 36 shares; 2026Q1: 681 shares; 2026Q2: 188 shares 188 $8.02K 0.01% -493 Timeline WCN WASTE CONNECTIONS INC More: the full row for WASTE CONNECTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 955 shares; 2025Q1: 854 shares; 2025Q2: 890 shares; 2025Q3: not reported; 2025Q4: 15 shares; 2026Q1: 190 shares; 2026Q2: 48 shares 48 $8K 0.01% -142 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,496 shares; 2025Q1: 1,302 shares; 2025Q2: 1,452 shares; 2025Q3: 300 shares; 2025Q4: 310 shares; 2026Q1: 807 shares; 2026Q2: 97 shares 97 $7.59K 0.01% -710 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 137 shares; 2025Q1: 104 shares; 2025Q2: 116 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 86 shares; 2026Q2: 22 shares 22 $7.58K 0.01% -64 Timeline STRL STERLING INFRASTRUCTURE INC More: the full row for STERLING INFRASTRUCTURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9 shares; 2026Q2: 9 shares 9 $7.55K 0.01% 0 Timeline UBS UBS GROUP AG More: the full row for UBS GROUP AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 716 shares; 2025Q1: 72 shares; 2025Q2: 716 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 635 shares; 2026Q2: 151 shares 151 $7.48K 0.01% -484 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 99 shares; 2025Q1: 436 shares; 2025Q2: 117 shares; 2025Q3: not reported; 2025Q4: 6 shares; 2026Q1: 57 shares; 2026Q2: 7 shares 7 $7.45K 0.01% -50 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 loaded; 2024Q4: 101 shares; 2025Q1: 64 shares; 2025Q2: 101 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 90 shares; 2026Q2: 22 shares 22 $7.26K <0.01% -68 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 188 shares; 2025Q1: 196 shares; 2025Q2: 195 shares; 2025Q3: not reported; 2025Q4: 5 shares; 2026Q1: 142 shares; 2026Q2: 32 shares 32 $7.17K <0.01% -110 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 loaded; 2024Q4: 12 shares; 2025Q1: 67 shares; 2025Q2: 253 shares; 2025Q3: not reported; 2025Q4: 2 shares; 2026Q1: 360 shares; 2026Q2: 29 shares 29 $7.11K <0.01% -331 Timeline CCL CARNIVAL CORP LTD More: the full row for CARNIVAL CORP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 248 shares 248 $7.08K <0.01% new Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 584 shares; 2025Q1: 483 shares; 2025Q2: 641 shares; 2025Q3: 58 shares; 2025Q4: 72 shares; 2026Q1: 225 shares; 2026Q2: 78 shares 78 $7.08K <0.01% -147 Timeline IBN ICICI BK LTD More: the full row for ICICI BK LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 6,467 shares; 2025Q1: 5,919 shares; 2025Q2: 6,042 shares; 2025Q3: not reported; 2025Q4: 125 shares; 2026Q1: 3,362 shares; 2026Q2: 243 shares 243 $7.05K <0.01% -3,119 Timeline MLM MARTIN MARIETTA MATLS INC More: the full row for MARTIN MARIETTA MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 62 shares; 2025Q1: 430 shares; 2025Q2: 46 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 34 shares; 2026Q2: 12 shares 12 $6.92K <0.01% -22 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,346 shares; 2025Q1: 60,131 shares; 2025Q2: 1,196 shares; 2025Q3: not reported; 2025Q4: 32 shares; 2026Q1: 582 shares; 2026Q2: 130 shares 130 $6.82K <0.01% -452 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 723 shares; 2025Q1: 722 shares; 2025Q2: 531 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 238 shares; 2026Q2: 74 shares 74 $6.78K <0.01% -164 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: not loaded; 2024Q4: 238 shares; 2025Q1: 258 shares; 2025Q2: 241 shares; 2025Q3: 100 shares; 2025Q4: 108 shares; 2026Q1: 186 shares; 2026Q2: 19 shares 19 $6.7K <0.01% -167 Timeline ETSY ETSY INC More: the full row for ETSY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 38 shares; 2025Q2: 192 shares; 2025Q3: not reported; 2025Q4: 9 shares; 2026Q1: 117 shares; 2026Q2: 88 shares 88 $6.63K <0.01% -29 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 197 shares; 2025Q1: 182 shares; 2025Q2: 188 shares; 2025Q3: not reported; 2025Q4: 3 shares; 2026Q1: 137 shares; 2026Q2: 16 shares 16 $6.52K <0.01% -121 Timeline FTI TECHNIPFMC PLC More: the full row for TECHNIPFMC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 230 shares; 2025Q1: 25 shares; 2025Q2: 235 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 192 shares; 2026Q2: 98 shares 98 $6.5K <0.01% -94 Timeline WAB WABTEC More: the full row for WABTEC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 104 shares; 2025Q1: 22 shares; 2025Q2: 104 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 100 shares; 2026Q2: 24 shares 24 $6.47K <0.01% -76 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 274 shares; 2025Q1: 61,190 shares; 2025Q2: 274 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 108 shares; 2026Q2: 56 shares 56 $6.43K <0.01% -52 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 loaded; 2024Q4: 663 shares; 2025Q1: 629 shares; 2025Q2: 616 shares; 2025Q3: 500 shares; 2025Q4: 500 shares; 2026Q1: 580 shares; 2026Q2: 49 shares 49 $6.4K <0.01% -531 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 21 shares; 2025Q1: 29 shares; 2025Q2: 22 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13 shares; 2026Q2: 2 shares 2 $6.39K <0.01% -11 Timeline CP CANADIAN PACIFIC KANSAS CITY More: the full row for CANADIAN PACIFIC KANSAS CITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,657 shares; 2025Q1: 2,218 shares; 2025Q2: 791 shares; 2025Q3: not reported; 2025Q4: 32 shares; 2026Q1: 258 shares; 2026Q2: 72 shares 72 $6.24K <0.01% -186 Timeline RELX RELX PLC More: the full row for RELX PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,623 shares; 2025Q1: 1,486 shares; 2025Q2: 1,719 shares; 2025Q3: not reported; 2025Q4: 38 shares; 2026Q1: 976 shares; 2026Q2: 197 shares 197 $6.24K <0.01% -779 Timeline CRH CRH PLC More: the full row for CRH PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 407 shares; 2025Q1: 4,403 shares; 2025Q2: 398 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 172 shares; 2026Q2: 58 shares 58 $6.21K <0.01% -114 Timeline GFL GFL ENVIRONMENTAL INC More: the full row for GFL ENVIRONMENTAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 3,340 shares; 2025Q1: 2,292 shares; 2025Q2: 2,790 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 778 shares; 2026Q2: 167 shares 167 $6.14K <0.01% -611 Timeline TAK TAKEDA PHARMACEUTICAL CO LTD More: the full row for TAKEDA PHARMACEUTICAL CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,797 shares; 2025Q1: 19 shares; 2025Q2: 1,551 shares; 2025Q3: not reported; 2025Q4: 60 shares; 2026Q1: 1,284 shares; 2026Q2: 383 shares 383 $6.14K <0.01% -901 Timeline GPC GENUINE PARTS CO More: the full row for GENUINE PARTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 98 shares; 2025Q1: 171 shares; 2025Q2: 98 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 69 shares; 2026Q2: 52 shares 52 $6.13K <0.01% -17 Timeline SAN BANCO SANTANDER SA More: the full row for BANCO SANTANDER SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 4,252 shares; 2025Q1: 14 shares; 2025Q2: 4,991 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,448 shares; 2026Q2: 444 shares 444 $6.13K <0.01% -2,004 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,114 shares; 2025Q1: 200 shares; 2025Q2: 242 shares; 2025Q3: not reported; 2025Q4: 11 shares; 2026Q1: 202 shares; 2026Q2: 65 shares 65 $6.09K <0.01% -137 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 5,987 shares; 2025Q1: 5,567 shares; 2025Q2: 4,257 shares; 2025Q3: 1,000 shares; 2025Q4: 1,074 shares; 2026Q1: 1,680 shares; 2026Q2: 124 shares 124 $5.95K <0.01% -1,556 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 155 shares; 2025Q1: 264 shares; 2025Q2: 123 shares; 2025Q3: not reported; 2025Q4: 3 shares; 2026Q1: 59 shares; 2026Q2: 13 shares 13 $5.89K <0.01% -46 Timeline UNM UNUM GROUP More: the full row for UNUM GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 305 shares; 2025Q1: 50 shares; 2025Q2: 228 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 103 shares; 2026Q2: 65 shares 65 $5.81K <0.01% -38 Timeline RIO RIO TINTO PLC More: the full row for RIO TINTO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,236 shares; 2025Q1: 1,226 shares; 2025Q2: 844 shares; 2025Q3: not reported; 2025Q4: 29 shares; 2026Q1: 622 shares; 2026Q2: 61 shares 61 $5.79K <0.01% -561 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 441 shares; 2025Q1: 551 shares; 2025Q2: 595 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 429 shares; 2026Q2: 38 shares 38 $5.76K <0.01% -391 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,115 shares; 2025Q1: 1,964 shares; 2025Q2: 2,262 shares; 2025Q3: not reported; 2025Q4: 21 shares; 2026Q1: 1,197 shares; 2026Q2: 67 shares 67 $5.67K <0.01% -1,130 Timeline CORZ CORE SCIENTIFIC INC NEW More: the full row for CORE SCIENTIFIC INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 999 shares; 2025Q1: 537 shares; 2025Q2: 1,071 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 750 shares; 2026Q2: 221 shares 221 $5.66K <0.01% -529 Timeline HSBC HSBC HLDGS PLC More: the full row for HSBC HLDGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 606 shares; 2025Q1: 583 shares; 2025Q2: 604 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 499 shares; 2026Q2: 58 shares 58 $5.51K <0.01% -441 Timeline AIG AMERICAN INTL GROUP INC More: the full row for AMERICAN INTL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 548 shares; 2025Q1: 527 shares; 2025Q2: 490 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 246 shares; 2026Q2: 74 shares 74 $5.51K <0.01% -172 Timeline TKO TKO GROUP HOLDINGS INC More: the full row for TKO GROUP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 52 shares; 2025Q1: 29,778 shares; 2025Q2: 175 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 117 shares; 2026Q2: 27 shares 27 $5.43K <0.01% -90 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 3,545 shares; 2025Q1: 2,874 shares; 2025Q2: 2,888 shares; 2025Q3: 1,150 shares; 2025Q4: 1,163 shares; 2026Q1: 2,009 shares; 2026Q2: 147 shares 147 $5.43K <0.01% -1,862 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: not loaded; 2024Q4: 89 shares; 2025Q1: 12 shares; 2025Q2: 87 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 83 shares; 2026Q2: 14 shares 14 $5.4K <0.01% -69 Timeline SONY SONY GROUP CORP More: the full row for SONY GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,969 shares; 2025Q1: 1,890 shares; 2025Q2: 1,822 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,550 shares; 2026Q2: 250 shares 250 $5.01K <0.01% -1,300 Timeline HDB HDFC BANK LTD More: the full row for HDFC BANK LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 459 shares; 2025Q1: 259 shares; 2025Q2: 549 shares; 2025Q3: not reported; 2025Q4: 18 shares; 2026Q1: 532 shares; 2026Q2: 194 shares 194 $5.01K <0.01% -338 Timeline RYN RAYONIER INC More: the full row for RAYONIER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 216 shares; 2025Q1: 186 shares; 2025Q2: 225 shares; 2025Q3: 225 shares; 2025Q4: 235 shares; 2026Q1: 235 shares; 2026Q2: 235 shares 235 $5K <0.01% 0 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 39 shares; 2025Q1: 6 shares; 2025Q2: 40 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 36 shares; 2026Q2: 7 shares 7 $4.99K <0.01% -29 Timeline HST HOST HOTELS & RESORTS INC More: the full row for HOST HOTELS & RESORTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 359 shares; 2025Q1: 19 shares; 2025Q2: 209 shares; 2025Q3: 209 shares; 2025Q4: 209 shares; 2026Q1: 209 shares; 2026Q2: 209 shares 209 $4.96K <0.01% 0 Timeline DRI DARDEN RESTAURANTS INC More: the full row for DARDEN RESTAURANTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 50 shares; 2025Q1: 198 shares; 2025Q2: 53 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 42 shares; 2026Q2: 24 shares 24 $4.94K <0.01% -18 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 14 shares; 2025Q2: 29 shares; 2025Q3: not reported; 2025Q4: 1 shares; 2026Q1: 18 shares; 2026Q2: 5 shares 5 $4.81K <0.01% -13 Timeline WRB BERKLEY W R CORP More: the full row for BERKLEY W R CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 600 shares; 2025Q1: 248 shares; 2025Q2: 616 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 132 shares; 2026Q2: 68 shares 68 $4.8K <0.01% -64 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: not loaded; 2024Q4: 196 shares; 2025Q1: 283 shares; 2025Q2: 244 shares; 2025Q3: not reported; 2025Q4: 4 shares; 2026Q1: 106 shares; 2026Q2: 14 shares 14 $4.74K <0.01% -92 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 249 shares; 2025Q1: 2 shares; 2025Q2: 230 shares; 2025Q3: not reported; 2025Q4: 12 shares; 2026Q1: 75 shares; 2026Q2: 57 shares 57 $4.63K <0.01% -18 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 503 shares; 2026Q2: 76 shares 76 $4.57K <0.01% -427 Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 307 shares; 2025Q1: 185 shares; 2025Q2: 307 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 225 shares; 2026Q2: 81 shares 81 $4.57K <0.01% -144 Timeline MSCI MSCI INC More: the full row for MSCI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 125 shares; 2025Q1: 146 shares; 2025Q2: 113 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 73 shares; 2026Q2: 8 shares 8 $4.48K <0.01% -65 Timeline SNY SANOFI SA More: the full row for SANOFI SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,579 shares; 2025Q1: 1,359 shares; 2025Q2: 1,606 shares; 2025Q3: not reported; 2025Q4: 36 shares; 2026Q1: 787 shares; 2026Q2: 105 shares 105 $4.48K <0.01% -682 Timeline PPL PPL CORP More: the full row for PPL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 463 shares; 2025Q1: 636 shares; 2025Q2: 470 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 138 shares; 2026Q2: 122 shares 122 $4.43K <0.01% -16 Timeline AEE AMEREN CORP More: the full row for AMEREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 69 shares; 2025Q1: 72 shares; 2025Q2: 70 shares; 2025Q3: not reported; 2025Q4: 9 shares; 2026Q1: 47 shares; 2026Q2: 39 shares 39 $4.41K <0.01% -8 Timeline B BARRICK MNG CORP More: the full row for BARRICK MNG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 143 shares; 2026Q2: 119 shares 119 $4.37K <0.01% -24 Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 276 shares; 2025Q1: 136 shares; 2025Q2: 949 shares; 2025Q3: not reported; 2025Q4: 20 shares; 2026Q1: 658 shares; 2026Q2: 45 shares 45 $4.33K <0.01% -613 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 loaded; 2024Q4: 92 shares; 2025Q1: 149 shares; 2025Q2: 60 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 221 shares; 2026Q2: 37 shares 37 $4.32K <0.01% -184 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 598 shares; 2025Q1: 56 shares; 2025Q2: 614 shares; 2025Q3: 12 shares; 2025Q4: 12 shares; 2026Q1: 513 shares; 2026Q2: 134 shares 134 $4.28K <0.01% -379 Timeline FERG FERGUSON ENTERPRISES INC More: the full row for FERGUSON ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 78 shares; 2025Q1: 208 shares; 2025Q2: 37 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 34 shares; 2026Q2: 18 shares 18 $4.27K <0.01% -16 Timeline LPLA LPL FINL HLDGS INC More: the full row for LPL FINL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 512 shares; 2025Q1: 477 shares; 2025Q2: 495 shares; 2025Q3: not reported; 2025Q4: 15 shares; 2026Q1: 204 shares; 2026Q2: 15 shares 15 $4.22K <0.01% -189 Timeline UAL UNITED AIRLS HLDGS INC More: the full row for UNITED AIRLS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 327 shares; 2025Q1: 258 shares; 2025Q2: 212 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 103 shares; 2026Q2: 31 shares 31 $4.22K <0.01% -72 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 173 shares; 2025Q1: 25 shares; 2025Q2: 102 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 54 shares; 2026Q2: 17 shares 17 $4.19K <0.01% -37 Timeline BHP BHP BILLITON LIMITED More: the full row for BHP BILLITON LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 3,364 shares; 2025Q1: 3,030 shares; 2025Q2: 484 shares; 2025Q3: not reported; 2025Q4: 5 shares; 2026Q1: 421 shares; 2026Q2: 50 shares 50 $4.17K <0.01% -371 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,539 shares; 2025Q1: 1,047 shares; 2025Q2: 1,403 shares; 2025Q3: 457 shares; 2025Q4: 476 shares; 2026Q1: 645 shares; 2026Q2: 72 shares 72 $4.16K <0.01% -573 Timeline CBOE CBOE GLOBAL MKTS INC More: the full row for CBOE GLOBAL MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 84 shares; 2025Q1: 7 shares; 2025Q2: 82 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 79 shares; 2026Q2: 17 shares 17 $4.12K <0.01% -62 Timeline SMFG SUMITOMO MITSUI FIN GRP INC More: the full row for SUMITOMO MITSUI FIN GRP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,311 shares; 2025Q1: 8 shares; 2025Q2: 1,217 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,078 shares; 2026Q2: 174 shares 174 $4.1K <0.01% -904 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 loaded; 2024Q4: 416 shares; 2025Q1: 2 shares; 2025Q2: 130 shares; 2025Q3: not reported; 2025Q4: 19 shares; 2026Q1: 92 shares; 2026Q2: 12 shares 12 $4.09K <0.01% -80 Timeline SW SMURFIT WESTROCK PLC More: the full row for SMURFIT WESTROCK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,082 shares; 2025Q1: 684 shares; 2025Q2: 1,026 shares; 2025Q3: not reported; 2025Q4: 10 shares; 2026Q1: 250 shares; 2026Q2: 88 shares 88 $4.07K <0.01% -162 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 318 shares; 2025Q1: 570 shares; 2025Q2: 268 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 221 shares; 2026Q2: 29 shares 29 $4.06K <0.01% -192 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 59 shares; 2025Q1: 56,745 shares; 2025Q2: 50 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 41 shares; 2026Q2: 4 shares 4 $4.04K <0.01% -37 Timeline GGG GRACO INC More: the full row for GRACO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 441 shares; 2025Q1: 465 shares; 2025Q2: 468 shares; 2025Q3: not reported; 2025Q4: 12 shares; 2026Q1: 330 shares; 2026Q2: 53 shares 53 $4.01K <0.01% -277 Timeline VLTO VERALTO CORP More: the full row for VERALTO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 105 shares; 2025Q1: 236 shares; 2025Q2: 235 shares; 2025Q3: not reported; 2025Q4: 13 shares; 2026Q1: 118 shares; 2026Q2: 45 shares 45 $3.99K <0.01% -73 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 171 shares; 2025Q1: 173 shares; 2025Q2: 178 shares; 2025Q3: 25 shares; 2025Q4: 26 shares; 2026Q1: 144 shares; 2026Q2: 2 shares 2 $3.98K <0.01% -142 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 73 shares; 2025Q1: 189 shares; 2025Q2: 145 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 38 shares; 2026Q2: 16 shares 16 $3.97K <0.01% -22 Timeline STLD STEEL DYNAMICS INC More: the full row for STEEL DYNAMICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 136 shares; 2025Q1: 6 shares; 2025Q2: 142 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 121 shares; 2026Q2: 17 shares 17 $3.9K <0.01% -104 Timeline HEI-A HEICO CORP NEW More: the full row for HEICO CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 345 shares; 2025Q1: 297 shares; 2025Q2: 329 shares; 2025Q3: not reported; 2025Q4: 14 shares; 2026Q1: 184 shares; 2026Q2: 15 shares 15 $3.87K <0.01% -169 Timeline PUK PRUDENTIAL PLC More: the full row for PRUDENTIAL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,896 shares; 2025Q1: 1,092 shares; 2025Q2: 1,469 shares; 2025Q3: not reported; 2025Q4: 14 shares; 2026Q1: 423 shares; 2026Q2: 142 shares 142 $3.81K <0.01% -281 Timeline CCJ CAMECO CORP More: the full row for CAMECO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 649 shares; 2025Q1: 631 shares; 2025Q2: 119 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 31 shares; 2026Q2: 37 shares 37 $3.77K <0.01% +6 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,118 shares; 2025Q1: 2,158 shares; 2025Q2: 145 shares; 2025Q3: 40 shares; 2025Q4: 50 shares; 2026Q1: 111 shares; 2026Q2: 40 shares 40 $3.74K <0.01% -71 Timeline ARGX ARGENX SE More: the full row for ARGENX SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 60 shares; 2025Q1: 270 shares; 2025Q2: 47 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 38 shares; 2026Q2: 4 shares 4 $3.71K <0.01% -34 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 173 shares; 2025Q1: 35 shares; 2025Q2: 174 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 92 shares; 2026Q2: 27 shares 27 $3.69K <0.01% -65 Timeline R RYDER SYS INC More: the full row for RYDER SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 41 shares; 2025Q1: 110 shares; 2025Q2: 41 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 37 shares; 2026Q2: 14 shares 14 $3.69K <0.01% -23 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: not loaded; 2024Q4: 261 shares; 2025Q1: 197 shares; 2025Q2: 255 shares; 2025Q3: not reported; 2025Q4: 4 shares; 2026Q1: 159 shares; 2026Q2: 50 shares 50 $3.67K <0.01% -109 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 249 shares; 2025Q1: 15 shares; 2025Q2: 244 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 231 shares; 2026Q2: 31 shares 31 $3.63K <0.01% -200 Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 160 shares; 2025Q1: 11 shares; 2025Q2: 160 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 94 shares; 2026Q2: 27 shares 27 $3.58K <0.01% -67 Timeline ACAD ACADIA PHARMACEUTICALS INC More: the full row for ACADIA PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 171 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 141 shares; 2026Q2: 141 shares 141 $3.57K <0.01% 0 Timeline RKLB ROCKET LAB CORP More: the full row for ROCKET LAB CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 35 shares; 2025Q4: 35 shares; 2026Q1: 35 shares; 2026Q2: 35 shares 35 $3.56K <0.01% 0 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: not loaded; 2024Q4: 2,832 shares; 2025Q1: 3,025 shares; 2025Q2: 2,848 shares; 2025Q3: 2,571 shares; 2025Q4: 2,537 shares; 2026Q1: 2,366 shares; 2026Q2: 19 shares 19 $3.51K <0.01% -2,347 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 337 shares; 2025Q1: 68 shares; 2025Q2: 228 shares; 2025Q3: not reported; 2025Q4: 10 shares; 2026Q1: 87 shares; 2026Q2: 24 shares 24 $3.43K <0.01% -63 Timeline ALC ALCON AG More: the full row for ALCON AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 369 shares; 2025Q1: 11,055 shares; 2025Q2: 422 shares; 2025Q3: not reported; 2025Q4: 14 shares; 2026Q1: 154 shares; 2026Q2: 51 shares 51 $3.42K <0.01% -103 Timeline NTAP NETAPP INC More: the full row for NETAPP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 81 shares; 2025Q1: 44 shares; 2025Q2: 167 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 64 shares; 2026Q2: 22 shares 22 $3.4K <0.01% -42 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: not loaded; 2024Q4: 130 shares; 2025Q1: 223 shares; 2025Q2: 143 shares; 2025Q3: not reported; 2025Q4: 2 shares; 2026Q1: 32 shares; 2026Q2: 2 shares 2 $3.4K <0.01% -30 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 900 shares; 2025Q1: 506 shares; 2025Q2: 477 shares; 2025Q3: not reported; 2025Q4: 18 shares; 2026Q1: 300 shares; 2026Q2: 47 shares 47 $3.39K <0.01% -253 Timeline BKR BAKER HUGHES COMPANY More: the full row for BAKER HUGHES COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 83 shares; 2025Q1: 94 shares; 2025Q2: 83 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 83 shares; 2026Q2: 61 shares 61 $3.39K <0.01% -22 Timeline ECHO ECHOSTAR CORP More: the full row for ECHOSTAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 32 shares; 2026Q2: 32 shares 32 $3.25K <0.01% 0 Timeline NU NU HLDGS LTD More: the full row for NU HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 5,995 shares; 2025Q1: 3,517 shares; 2025Q2: 6,223 shares; 2025Q3: not reported; 2025Q4: 300 shares; 2026Q1: 5,052 shares; 2026Q2: 242 shares 242 $3.23K <0.01% -4,810 Timeline EG EVEREST GROUP LTD More: the full row for EVEREST GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 67 shares; 2025Q1: 80 shares; 2025Q2: 68 shares; 2025Q3: not reported; 2025Q4: 2 shares; 2026Q1: 59 shares; 2026Q2: 9 shares 9 $3.21K <0.01% -50 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 53 shares; 2025Q1: 182 shares; 2025Q2: 1,096 shares; 2025Q3: not reported; 2025Q4: 37 shares; 2026Q1: 689 shares; 2026Q2: 28 shares 28 $3.2K <0.01% -661 Timeline MTB M & T BK CORP More: the full row for M & T BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 69 shares; 2025Q1: 64 shares; 2025Q2: 31 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 27 shares; 2026Q2: 13 shares 13 $3.09K <0.01% -14 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 26 shares; 2025Q1: 166 shares; 2025Q2: 26 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 31 shares; 2026Q2: 10 shares 10 $3.02K <0.01% -21 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 loaded; 2024Q4: 376 shares; 2025Q1: 385 shares; 2025Q2: 385 shares; 2025Q3: not reported; 2025Q4: 6 shares; 2026Q1: 288 shares; 2026Q2: 23 shares 23 $2.91K <0.01% -265 Timeline TXRH TEXAS ROADHOUSE INC More: the full row for TEXAS ROADHOUSE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 31 shares; 2025Q1: 83 shares; 2025Q2: 31 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 31 shares; 2026Q2: 15 shares 15 $2.9K <0.01% -16 Timeline LSTR LANDSTAR SYS INC More: the full row for LANDSTAR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 43 shares; 2025Q1: 15 shares; 2025Q2: 35 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 35 shares; 2026Q2: 14 shares 14 $2.9K <0.01% -21 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 73 shares; 2025Q1: 553 shares; 2025Q2: 73 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 73 shares; 2026Q2: 30 shares 30 $2.87K <0.01% -43 Timeline LYG LLOYDS BANKING GROUP PLC More: the full row for LLOYDS BANKING GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,838 shares; 2025Q1: 2 shares; 2025Q2: 2,838 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,944 shares; 2026Q2: 490 shares 490 $2.86K <0.01% -1,454 Timeline RIVN RIVIAN AUTOMOTIVE INC More: the full row for RIVIAN AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 44 shares; 2025Q1: 37 shares; 2025Q2: 375 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 286 shares; 2026Q2: 161 shares 161 $2.79K <0.01% -125 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 319 shares; 2025Q1: 339 shares; 2025Q2: 1,241 shares; 2025Q3: 970 shares; 2025Q4: 985 shares; 2026Q1: 1,150 shares; 2026Q2: 20 shares 20 $2.71K <0.01% -1,130 Timeline PTGX PROTAGONIST THERAPEUTICS INC More: the full row for PROTAGONIST THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 22 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 22 shares; 2026Q2: 22 shares 22 $2.7K <0.01% 0 Timeline ONTO ONTO INNOVATION INC More: the full row for ONTO INNOVATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 28 shares; 2025Q1: 44 shares; 2025Q2: 7 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7 shares; 2026Q2: 7 shares 7 $2.65K <0.01% 0 Timeline BIZD 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 loaded; 2024Q4: not reported; 2025Q1: 764 shares; 2025Q2: 142 shares; 2025Q3: 142 shares; 2025Q4: 176 shares; 2026Q1: 184 shares; 2026Q2: 205 shares 205 $2.6K <0.01% +21 Timeline MTD METTLER TOLEDO INTERNATIONAL More: the full row for METTLER TOLEDO INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 44 shares; 2025Q1: 456 shares; 2025Q2: 32 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 20 shares; 2026Q2: 2 shares 2 $2.56K <0.01% -18 Timeline RGA REINSURANCE GROUP AMER INC More: the full row for REINSURANCE GROUP AMER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 616 shares; 2025Q1: 611 shares; 2025Q2: 444 shares; 2025Q3: not reported; 2025Q4: 5 shares; 2026Q1: 225 shares; 2026Q2: 12 shares 12 $2.55K <0.01% -213 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 316 shares; 2025Q1: 43,839 shares; 2025Q2: 280 shares; 2025Q3: not reported; 2025Q4: 8 shares; 2026Q1: 145 shares; 2026Q2: 15 shares 15 $2.55K <0.01% -130 Timeline DG DOLLAR GEN CORP More: the full row for DOLLAR GEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 124 shares; 2025Q1: 20 shares; 2025Q2: 66 shares; 2025Q3: not reported; 2025Q4: 4 shares; 2026Q1: 48 shares; 2026Q2: 22 shares 22 $2.53K <0.01% -26 Timeline ABVX ABIVAX SA More: the full row for ABIVAX SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 62 shares; 2026Q2: 19 shares 19 $2.53K <0.01% -43 Timeline EHC ENCOMPASS HEALTH CORP More: the full row for ENCOMPASS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 99 shares; 2025Q1: 22 shares; 2025Q2: 99 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 99 shares; 2026Q2: 25 shares 25 $2.53K <0.01% -74 Timeline HEI HEICO CORP NEW More: the full row for HEICO CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 112 shares; 2025Q1: 74 shares; 2025Q2: 112 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 63 shares; 2026Q2: 7 shares 7 $2.49K <0.01% -56 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 334 shares; 2025Q1: 584 shares; 2025Q2: 589 shares; 2025Q3: not reported; 2025Q4: 7 shares; 2026Q1: 217 shares; 2026Q2: 5 shares 5 $2.48K <0.01% -212 Timeline Q QNITY ELECTRONICS INC More: the full row for QNITY ELECTRONICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 56 shares; 2026Q2: 15 shares 15 $2.45K <0.01% -41 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 14 shares; 2025Q1: 2,558 shares; 2025Q2: 14 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11 shares; 2026Q2: 11 shares 11 $2.45K <0.01% 0 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 4,067 shares; 2025Q1: 4,174 shares; 2025Q2: 3,827 shares; 2025Q3: 3,306 shares; 2025Q4: 3,328 shares; 2026Q1: 266 shares; 2026Q2: 100 shares 100 $2.41K <0.01% -166 Timeline CINF CINCINNATI FINL CORP More: the full row for CINCINNATI FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 60 shares; 2025Q1: 260 shares; 2025Q2: 60 shares; 2025Q3: not reported; 2025Q4: 6 shares; 2026Q1: 54 shares; 2026Q2: 13 shares 13 $2.41K <0.01% -41 Timeline VTR VENTAS INC More: the full row for VENTAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 321 shares; 2025Q1: 6 shares; 2025Q2: 23 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 23 shares; 2026Q2: 27 shares 27 $2.4K <0.01% +4 Timeline EVR EVERCORE INC More: the full row for EVERCORE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 38 shares; 2025Q1: 5 shares; 2025Q2: 38 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 24 shares; 2026Q2: 7 shares 7 $2.39K <0.01% -17 Timeline TXT TEXTRON INC More: the full row for TEXTRON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 83 shares; 2025Q1: 73 shares; 2025Q2: 83 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 83 shares; 2026Q2: 26 shares 26 $2.38K <0.01% -57 Timeline CASY CASEYS GEN STORES INC More: the full row for CASEYS GEN STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 45 shares; 2025Q1: 117 shares; 2025Q2: 45 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 45 shares; 2026Q2: 3 shares 3 $2.38K <0.01% -42 Timeline NBIX NEUROCRINE BIOSCIENCES INC More: the full row for NEUROCRINE BIOSCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 45 shares; 2025Q1: 1 shares; 2025Q2: 45 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 45 shares; 2026Q2: 14 shares 14 $2.36K <0.01% -31 Timeline VAC MARRIOTT VACATIONS WORLDWIDE More: the full row for MARRIOTT VACATIONS WORLDWIDE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 23 shares; 2025Q1: 114 shares; 2025Q2: 23 shares; 2025Q3: 23 shares; 2025Q4: 23 shares; 2026Q1: 23 shares; 2026Q2: 23 shares 23 $2.34K <0.01% 0 Timeline PHM PULTE GROUP INC More: the full row for PULTE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 158 shares; 2025Q1: 27 shares; 2025Q2: 154 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 142 shares; 2026Q2: 17 shares 17 $2.33K <0.01% -125 Timeline CHE CHEMED CORP NEW More: the full row for CHEMED CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 33 shares; 2025Q1: 51 shares; 2025Q2: 33 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 22 shares; 2026Q2: 5 shares 5 $2.33K <0.01% -17 Timeline GL GLOBE LIFE INC More: the full row for GLOBE LIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 17 shares; 2025Q1: 82 shares; 2025Q2: 17 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13 shares; 2026Q2: 13 shares 13 $2.32K <0.01% 0 Timeline FNB F N B CORP More: the full row for F N B CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 108 shares; 2025Q1: 63 shares; 2025Q2: 108 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 108 shares; 2026Q2: 121 shares 121 $2.31K <0.01% +13 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: not loaded; 2024Q4: 130 shares; 2025Q1: 24 shares; 2025Q2: 85 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 85 shares; 2026Q2: 33 shares 33 $2.3K <0.01% -52 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 312 shares; 2025Q1: 471 shares; 2025Q2: 545 shares; 2025Q3: not reported; 2025Q4: 13 shares; 2026Q1: 265 shares; 2026Q2: 9 shares 9 $2.29K <0.01% -256 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 47 shares; 2025Q1: 1,086 shares; 2025Q2: 51 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 42 shares; 2026Q2: 21 shares 21 $2.27K <0.01% -21 Timeline OTIS OTIS WORLDWIDE CORP More: the full row for OTIS WORLDWIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 218 shares; 2025Q1: 297 shares; 2025Q2: 226 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 123 shares; 2026Q2: 31 shares 31 $2.22K <0.01% -92 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 158 shares; 2025Q1: 145 shares; 2025Q2: 161 shares; 2025Q3: not reported; 2025Q4: 4 shares; 2026Q1: 87 shares; 2026Q2: 10 shares 10 $2.21K <0.01% -77 Timeline MTCH MATCH GROUP INC NEW More: the full row for MATCH GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 51 shares; 2025Q1: 111 shares; 2025Q2: 164 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 82 shares; 2026Q2: 57 shares 57 $2.17K <0.01% -25 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 14 shares; 2025Q1: 2,658 shares; 2025Q2: 31 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 15 shares; 2026Q2: 3 shares 3 $2.16K <0.01% -12 Timeline WST WEST PHARMACEUTICAL SVSC INC More: the full row for WEST PHARMACEUTICAL SVSC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 75 shares; 2025Q1: 261 shares; 2025Q2: 39 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 37 shares; 2026Q2: 6 shares 6 $2.15K <0.01% -31 Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 89 shares; 2025Q1: 26 shares; 2025Q2: 92 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 38 shares; 2026Q2: 23 shares 23 $2.11K <0.01% -15 Timeline MAA MID-AMER APT CMNTYS INC More: the full row for MID-AMER APT CMNTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 49 shares; 2025Q1: 74,283 shares; 2025Q2: 49 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13 shares; 2026Q2: 15 shares 15 $2.08K <0.01% +2 Timeline WCC WESCO INTL INC More: the full row for WESCO INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 12 shares; 2025Q1: 50 shares; 2025Q2: 29 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12 shares; 2026Q2: 6 shares 6 $2.07K <0.01% -6 Timeline WTM WHITE MTNS INS GROUP LTD More: the full row for WHITE MTNS INS GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 3 shares; 2025Q1: 29 shares; 2025Q2: 3 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3 shares; 2026Q2: 1 shares 1 $2.07K <0.01% -2 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: not loaded; 2024Q4: 427 shares; 2025Q1: 4 shares; 2025Q2: 421 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 377 shares; 2026Q2: 37 shares 37 $2.06K <0.01% -340 Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 163 shares; 2025Q1: 16 shares; 2025Q2: 150 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 100 shares; 2026Q2: 60 shares 60 $2.04K <0.01% -40 Timeline KEX KIRBY CORP More: the full row for KIRBY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 13 shares; 2025Q1: 89 shares; 2025Q2: 13 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13 shares; 2026Q2: 15 shares 15 $2.04K <0.01% +2 Timeline HBAN HUNTINGTON BANCSHARES INC More: the full row for HUNTINGTON BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 206 shares; 2025Q1: 15 shares; 2025Q2: 170 shares; 2025Q3: not reported; 2025Q4: 36 shares; 2026Q1: 105 shares; 2026Q2: 115 shares 115 $2.04K <0.01% +10 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 204 shares; 2025Q1: 217 shares; 2025Q2: 206 shares; 2025Q3: 150 shares; 2025Q4: 150 shares; 2026Q1: 198 shares; 2026Q2: 4 shares 4 $2.04K <0.01% -194 Timeline AMG AFFILIATED MANAGERS GROUP More: the full row for AFFILIATED MANAGERS GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 6 shares; 2025Q1: 17 shares; 2025Q2: 6 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6 shares; 2026Q2: 6 shares 6 $2.03K <0.01% 0 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 102 shares; 2025Q1: 139 shares; 2025Q2: 104 shares; 2025Q3: not reported; 2025Q4: 3 shares; 2026Q1: 70 shares; 2026Q2: 12 shares 12 $2.01K <0.01% -58 Timeline MSGS MADISON SQUARE GRDN SPRT COR More: the full row for MADISON SQUARE GRDN SPRT COR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 5 shares; 2025Q1: 11 shares; 2025Q2: 5 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5 shares; 2026Q2: 5 shares 5 $2.01K <0.01% 0 Timeline ODFL OLD DOMINION FREIGHT LINE IN More: the full row for OLD DOMINION FREIGHT LINE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 198 shares; 2025Q1: 65 shares; 2025Q2: 101 shares; 2025Q3: not reported; 2025Q4: 7 shares; 2026Q1: 43 shares; 2026Q2: 9 shares 9 $1.95K <0.01% -34 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: not loaded; 2024Q4: 170 shares; 2025Q1: 2 shares; 2025Q2: 95 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 29 shares; 2026Q2: 15 shares 15 $1.95K <0.01% -14 Timeline H HYATT HOTELS CORP More: the full row for HYATT HOTELS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 30 shares; 2025Q1: 6 shares; 2025Q2: 30 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 30 shares; 2026Q2: 10 shares 10 $1.94K <0.01% -20 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 7,559 shares; 2025Q1: 7,314 shares; 2025Q2: 7,155 shares; 2025Q3: 5,335 shares; 2025Q4: 6,192 shares; 2026Q1: 5,968 shares; 2026Q2: 32 shares 32 $1.93K <0.01% -5,936 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: not loaded; 2024Q4: 35 shares; 2025Q1: 46 shares; 2025Q2: 46 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 31 shares; 2026Q2: 17 shares 17 $1.93K <0.01% -14 Timeline AGO ASSURED GUARANTY LTD More: the full row for ASSURED GUARANTY LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 84 shares; 2025Q1: 97 shares; 2025Q2: 84 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 84 shares; 2026Q2: 24 shares 24 $1.92K <0.01% -60 Timeline BURL BURLINGTON STORES INC More: the full row for BURLINGTON STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 36 shares; 2025Q1: 63 shares; 2025Q2: 53 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 20 shares; 2026Q2: 6 shares 6 $1.9K <0.01% -14 Timeline ON ON SEMICONDUCTOR CORP More: the full row for ON SEMICONDUCTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 20 shares; 2025Q1: 16 shares; 2025Q2: 20 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 20 shares; 2026Q2: 20 shares 20 $1.89K <0.01% 0 Timeline NYT NEW YORK TIMES CO MTN BE More: the full row for NEW YORK TIMES CO MTN BE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 56 shares; 2025Q1: 60 shares; 2025Q2: 56 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 56 shares; 2026Q2: 27 shares 27 $1.89K <0.01% -29 Timeline LOGI LOGITECH INTL S A More: the full row for LOGITECH INTL S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 17 shares; 2025Q1: 18 shares; 2025Q2: 17 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 17 shares; 2026Q2: 20 shares 20 $1.88K <0.01% +3 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 185 shares; 2025Q1: 954 shares; 2025Q2: 210 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 108 shares; 2026Q2: 12 shares 12 $1.88K <0.01% -96 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 244 shares; 2025Q1: 359 shares; 2025Q2: 263 shares; 2025Q3: not reported; 2025Q4: 9 shares; 2026Q1: 106 shares; 2026Q2: 2 shares 2 $1.87K <0.01% -104 Timeline SFM SPROUTS FMRS MKT INC More: the full row for SPROUTS FMRS MKT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 100 shares; 2025Q1: 192 shares; 2025Q2: 108 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 100 shares; 2026Q2: 22 shares 22 $1.86K <0.01% -78 Timeline A AGILENT TECHNOLOGIES INC More: the full row for AGILENT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 65 shares; 2025Q1: 251 shares; 2025Q2: 68 shares; 2025Q3: not reported; 2025Q4: 8 shares; 2026Q1: 52 shares; 2026Q2: 14 shares 14 $1.86K <0.01% -38 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 623 shares; 2025Q1: 23,076 shares; 2025Q2: 471 shares; 2025Q3: not reported; 2025Q4: 5 shares; 2026Q1: 229 shares; 2026Q2: 20 shares 20 $1.84K <0.01% -209 Timeline PBR PETROLEO BRASILEIRO S A More: the full row for PETROLEO BRASILEIRO S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 3,127 shares; 2025Q1: 1,973 shares; 2025Q2: 2,875 shares; 2025Q3: not reported; 2025Q4: 177 shares; 2026Q1: 848 shares; 2026Q2: 114 shares 114 $1.84K <0.01% -734 Timeline USFD US FOODS HLDG CORP More: the full row for US FOODS HLDG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 203 shares; 2025Q1: 26 shares; 2025Q2: 205 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 182 shares; 2026Q2: 18 shares 18 $1.84K <0.01% -164 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 53 shares; 2025Q1: 31 shares; 2025Q2: 53 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 47 shares; 2026Q2: 4 shares 4 $1.83K <0.01% -43 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 98 shares; 2025Q1: 65 shares; 2025Q2: 143 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 69 shares; 2026Q2: 7 shares 7 $1.83K <0.01% -62 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 90 shares; 2025Q1: 3,200 shares; 2025Q2: 33 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 15 shares; 2026Q2: 9 shares 9 $1.81K <0.01% -6 Timeline 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; 2024Q3: not loaded; 2024Q4: 221 shares; 2025Q1: 108 shares; 2025Q2: 226 shares; 2025Q3: not reported; 2025Q4: 38 shares; 2026Q1: 128 shares; 2026Q2: 60 shares 60 $1.81K <0.01% -68 Timeline ULTA ULTA BEAUTY INC More: the full row for ULTA BEAUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 7 shares; 2025Q1: 13 shares; 2025Q2: 7 shares; 2025Q3: not reported; 2025Q4: 2 shares; 2026Q1: 14 shares; 2026Q2: 4 shares 4 $1.8K <0.01% -10 Timeline VVX V2X INC More: the full row for V2X INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 24 shares; 2025Q1: 1,000 shares; 2025Q2: 24 shares; 2025Q3: 24 shares; 2025Q4: 24 shares; 2026Q1: 24 shares; 2026Q2: 24 shares 24 $1.79K <0.01% 0 Timeline CRBG COREBRIDGE FINL INC More: the full row for COREBRIDGE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 67 shares; 2025Q1: 32 shares; 2025Q2: 68 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 52 shares; 2026Q2: 62 shares 62 $1.77K <0.01% +10 Timeline FOXA FOX CORP More: the full row for FOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 89 shares; 2025Q1: 90 shares; 2025Q2: 99 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 89 shares; 2026Q2: 34 shares 34 $1.77K <0.01% -55 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; 2024Q3: not loaded; 2024Q4: 40 shares; 2025Q1: 141 shares; 2025Q2: 40 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 40 shares; 2026Q2: 12 shares 12 $1.76K <0.01% -28 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; 2024Q3: not loaded; 2024Q4: 742 shares; 2025Q1: 159 shares; 2025Q2: 840 shares; 2025Q3: 133 shares; 2025Q4: 133 shares; 2026Q1: 773 shares; 2026Q2: 133 shares 133 $1.76K <0.01% -640 Timeline CHD CHURCH & DWIGHT CO INC More: the full row for CHURCH & DWIGHT CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 128 shares; 2025Q1: 43 shares; 2025Q2: 128 shares; 2025Q3: not reported; 2025Q4: 9 shares; 2026Q1: 114 shares; 2026Q2: 18 shares 18 $1.74K <0.01% -96 Timeline CCI CROWN CASTLE INC More: the full row for CROWN CASTLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 134 shares; 2025Q1: 13 shares; 2025Q2: 92 shares; 2025Q3: not reported; 2025Q4: 2 shares; 2026Q1: 79 shares; 2026Q2: 23 shares 23 $1.74K <0.01% -56 Timeline VMI VALMONT INDS INC More: the full row for VALMONT INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 3 shares; 2025Q1: 27 shares; 2025Q2: 3 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3 shares; 2026Q2: 3 shares 3 $1.73K <0.01% 0 Timeline VOYA VOYA FINANCIAL INC More: the full row for VOYA FINANCIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 68 shares; 2025Q1: 24 shares; 2025Q2: 55 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 51 shares; 2026Q2: 19 shares 19 $1.72K <0.01% -32 Timeline FHN FIRST HORIZON CORPORATION More: the full row for FIRST HORIZON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 355 shares; 2025Q1: 23 shares; 2025Q2: 290 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 290 shares; 2026Q2: 67 shares 67 $1.72K <0.01% -223 Timeline FR FIRST INDL RLTY TR INC More: the full row for FIRST INDL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 23 shares; 2025Q1: 9 shares; 2025Q2: 23 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 23 shares; 2026Q2: 28 shares 28 $1.72K <0.01% +5 Timeline CHKP CHECK POINT SOFTWARE TECH LT More: the full row for CHECK POINT SOFTWARE TECH LT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 123 shares; 2025Q1: 104 shares; 2025Q2: 89 shares; 2025Q3: not reported; 2025Q4: 2 shares; 2026Q1: 68 shares; 2026Q2: 13 shares 13 $1.71K <0.01% -55 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 265 shares; 2025Q1: 273 shares; 2025Q2: 273 shares; 2025Q3: not reported; 2025Q4: 29 shares; 2026Q1: 125 shares; 2026Q2: 22 shares 22 $1.7K <0.01% -103 Timeline DEO DIAGEO PLC More: the full row for DIAGEO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 401 shares; 2025Q1: 194 shares; 2025Q2: 357 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 61 shares; 2026Q2: 21 shares 21 $1.69K <0.01% -40 Timeline STE STERIS PLC More: the full row for STERIS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 42 shares; 2025Q1: 88 shares; 2025Q2: 88 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 32 shares; 2026Q2: 8 shares 8 $1.69K <0.01% -24 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 155 shares; 2025Q1: 206 shares; 2025Q2: 250 shares; 2025Q3: 100 shares; 2025Q4: 100 shares; 2026Q1: 522 shares; 2026Q2: 7 shares 7 $1.66K <0.01% -515 Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 121 shares; 2025Q1: 19 shares; 2025Q2: 126 shares; 2025Q3: not reported; 2025Q4: 18 shares; 2026Q1: 61 shares; 2026Q2: 40 shares 40 $1.65K <0.01% -21 Timeline HLT HILTON WORLDWIDE HLDGS INC More: the full row for HILTON WORLDWIDE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 60 shares; 2025Q1: 82 shares; 2025Q2: 66 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 34 shares; 2026Q2: 5 shares 5 $1.65K <0.01% -29 Timeline WSM WILLIAMS SONOMA INC More: the full row for WILLIAMS SONOMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,007 shares; 2025Q1: 2,012 shares; 2025Q2: 2,020 shares; 2025Q3: 2,000 shares; 2025Q4: 2,000 shares; 2026Q1: 1,006 shares; 2026Q2: 7 shares 7 $1.63K <0.01% -999 Timeline MUFG MITSUBISHI UFJ FINANCIAL GRO More: the full row for MITSUBISHI UFJ FINANCIAL GRO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,474 shares; 2025Q1: 1,943 shares; 2025Q2: 2,352 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,718 shares; 2026Q2: 82 shares 82 $1.63K <0.01% -1,636 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 158 shares; 2025Q1: 105 shares; 2025Q2: 126 shares; 2025Q3: not reported; 2025Q4: 5 shares; 2026Q1: 51 shares; 2026Q2: 6 shares 6 $1.62K <0.01% -45 Timeline CFG CITIZENS FINL GROUP INC More: the full row for CITIZENS FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 184 shares; 2025Q1: 53 shares; 2025Q2: 125 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 74 shares; 2026Q2: 23 shares 23 $1.61K <0.01% -51 Timeline RNR RENAISSANCERE HLDGS LTD More: the full row for RENAISSANCERE HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 41 shares; 2025Q1: 27 shares; 2025Q2: 40 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 35 shares; 2026Q2: 5 shares 5 $1.58K <0.01% -30 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 200 shares; 2025Q1: 163 shares; 2025Q2: 143 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 116 shares; 2026Q2: 34 shares 34 $1.58K <0.01% -82 Timeline HUBB HUBBELL INC More: the full row for HUBBELL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 40 shares; 2025Q1: 50 shares; 2025Q2: 41 shares; 2025Q3: not reported; 2025Q4: 1 shares; 2026Q1: 18 shares; 2026Q2: 3 shares 3 $1.57K <0.01% -15 Timeline ICLR ICON PUB LTD CO More: the full row for ICON PUB LTD CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 96 shares; 2025Q1: 103 shares; 2025Q2: 67 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 57 shares; 2026Q2: 9 shares 9 $1.56K <0.01% -48 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 54 shares; 2025Q1: 4 shares; 2025Q2: 54 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 52 shares; 2026Q2: 7 shares 7 $1.56K <0.01% -45 Timeline JLL JONES LANG LASALLE INC More: the full row for JONES LANG LASALLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 8 shares; 2025Q1: 19 shares; 2025Q2: 8 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5 shares; 2026Q2: 5 shares 5 $1.55K <0.01% 0 Timeline OVV OVINTIV INC More: the full row for OVINTIV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 87 shares; 2025Q1: 64 shares; 2025Q2: 90 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 67 shares; 2026Q2: 29 shares 29 $1.53K <0.01% -38 Timeline VRSN VERISIGN INC More: the full row for VERISIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 125 shares; 2025Q1: 186 shares; 2025Q2: 200 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 91 shares; 2026Q2: 6 shares 6 $1.51K <0.01% -85 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: not loaded; 2024Q4: 21 shares; 2025Q1: 31 shares; 2025Q2: 20 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10 shares; 2026Q2: 4 shares 4 $1.51K <0.01% -6 Timeline SNN SMITH & NEPHEW PLC More: the full row for SMITH & NEPHEW PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 466 shares; 2025Q1: 304 shares; 2025Q2: 556 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 118 shares; 2026Q2: 52 shares 52 $1.5K <0.01% -66 Timeline MTG MGIC INVT CORP WIS More: the full row for MGIC INVT CORP WIS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 415 shares; 2025Q1: 38 shares; 2025Q2: 415 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 415 shares; 2026Q2: 53 shares 53 $1.5K <0.01% -362 Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 11 shares 11 $1.49K <0.01% new 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: not loaded; 2024Q4: 126 shares; 2025Q1: 155 shares; 2025Q2: 161 shares; 2025Q3: not reported; 2025Q4: 9 shares; 2026Q1: 85 shares; 2026Q2: 5 shares 5 $1.49K <0.01% -80 Timeline DAVE DAVE INC More: the full row for DAVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4 shares; 2026Q2: 4 shares 4 $1.49K <0.01% 0 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: not loaded; 2024Q4: 22 shares; 2025Q1: 52 shares; 2025Q2: 35 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 22 shares; 2026Q2: 22 shares 22 $1.46K <0.01% 0 Timeline AVY AVERY DENNISON CORP More: the full row for AVERY DENNISON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 29 shares; 2025Q1: 40 shares; 2025Q2: 29 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 29 shares; 2026Q2: 9 shares 9 $1.46K <0.01% -20 Timeline GPN GLOBAL PMTS INC More: the full row for GLOBAL PMTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 328 shares; 2025Q1: 17,556 shares; 2025Q2: 274 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 21 shares; 2026Q2: 20 shares 20 $1.45K <0.01% -1 Timeline CSL CARLISLE COS INC More: the full row for CARLISLE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 19 shares; 2025Q1: 11 shares; 2025Q2: 7 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4 shares; 2026Q2: 4 shares 4 $1.45K <0.01% 0 Timeline OZK BANK OZK LITTLE ROCK ARK More: the full row for BANK OZK LITTLE ROCK ARK Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 173 shares; 2025Q1: 1,993 shares; 2025Q2: 173 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 173 shares; 2026Q2: 27 shares 27 $1.41K <0.01% -146 Timeline WRBY WARBY PARKER INC More: the full row for WARBY PARKER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 46 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 59 shares; 2026Q2: 46 shares 46 $1.4K <0.01% -13 Timeline ESI ELEMENT SOLUTIONS INC More: the full row for ELEMENT SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 259 shares; 2025Q1: 23 shares; 2025Q2: 259 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 259 shares; 2026Q2: 29 shares 29 $1.39K <0.01% -230 Timeline IBP INSTALLED BLDG PRODS INC More: the full row for INSTALLED BLDG PRODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 16 shares; 2025Q1: 15 shares; 2025Q2: 16 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 16 shares; 2026Q2: 6 shares 6 $1.38K <0.01% -10 Timeline HLN HALEON PLC More: the full row for HALEON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,053 shares; 2025Q1: 852 shares; 2025Q2: 1,120 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 576 shares; 2026Q2: 147 shares 147 $1.37K <0.01% -429 Timeline PODD INSULET CORP More: the full row for INSULET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 15 shares; 2025Q1: 21 shares; 2025Q2: 15 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 15 shares; 2026Q2: 9 shares 9 $1.37K <0.01% -6 Timeline LFUS LITTELFUSE INC More: the full row for LITTELFUSE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 15 shares; 2025Q1: 15 shares; 2025Q2: 15 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13 shares; 2026Q2: 3 shares 3 $1.37K <0.01% -10 Timeline BWXT BWX TECHNOLOGIES INC More: the full row for BWX TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 63 shares; 2025Q1: 16 shares; 2025Q2: 63 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 63 shares; 2026Q2: 7 shares 7 $1.36K <0.01% -56 Timeline CRL CHARLES RIV LABS INTL INC More: the full row for CHARLES RIV LABS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 26 shares; 2025Q1: 38 shares; 2025Q2: 19 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13 shares; 2026Q2: 6 shares 6 $1.36K <0.01% -7 Timeline KRC KILROY REALTY CORP More: the full row for KILROY REALTY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 497 shares; 2025Q1: 708 shares; 2025Q2: 72 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 72 shares; 2026Q2: 36 shares 36 $1.35K <0.01% -36 Timeline GIII G III APPAREL GROUP LTD More: the full row for G III APPAREL GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 40 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 40 shares; 2026Q2: 40 shares 40 $1.35K <0.01% 0 Timeline HMC HONDA MOTOR CO LTD More: the full row for HONDA MOTOR CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 484 shares; 2025Q1: 479 shares; 2025Q2: 401 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 304 shares; 2026Q2: 49 shares 49 $1.33K <0.01% -255 Timeline BPOP POPULAR INC More: the full row for POPULAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 80 shares; 2025Q1: 43 shares; 2025Q2: 80 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 80 shares; 2026Q2: 8 shares 8 $1.31K <0.01% -72 Timeline