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; 2024Q4: 1,687 shares; 2025Q1: 1,853 shares; 2025Q2: 1,858 shares; 2025Q3: 2,153 shares; 2025Q4: 11,876 shares; 2026Q1: 8,295 shares; 2026Q2: 8,133 shares; 2026Q3: 8,027 shares 8,027 $8.55M 3.92% -106 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 49,759 shares; 2025Q1: 45,110 shares; 2025Q2: 43,239 shares; 2025Q3: 42,767 shares; 2025Q4: 42,056 shares; 2026Q1: 39,742 shares; 2026Q2: 36,202 shares; 2026Q3: 36,276 shares 36,276 $8.28M 3.8% +74 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 19,571 shares; 2025Q1: 15,029 shares; 2025Q2: 14,732 shares; 2025Q3: 14,995 shares; 2025Q4: 15,086 shares; 2026Q1: 16,530 shares; 2026Q2: 21,552 shares; 2026Q3: 21,764 shares 21,764 $7.25M 3.32% +212 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 12,094 shares; 2025Q1: 12,382 shares; 2025Q2: 12,088 shares; 2025Q3: 12,386 shares; 2025Q4: 12,262 shares; 2026Q1: 12,493 shares; 2026Q2: 12,195 shares; 2026Q3: 12,476 shares 12,476 $6.4M 2.93% +281 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 34,071 shares; 2025Q1: 35,049 shares; 2025Q2: 35,326 shares; 2025Q3: 35,987 shares; 2025Q4: 37,487 shares; 2026Q1: 39,577 shares; 2026Q2: 39,990 shares; 2026Q3: 41,309 shares 41,309 $5.62M 2.58% +1,319 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; 2024Q4: 43,199 shares; 2025Q1: 43,476 shares; 2025Q2: 42,975 shares; 2025Q3: 42,322 shares; 2025Q4: 42,987 shares; 2026Q1: 43,640 shares; 2026Q2: 49,072 shares; 2026Q3: 49,604 shares 49,604 $5.34M 2.45% +532 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; 2024Q4: 2,167 shares; 2025Q1: 2,726 shares; 2025Q2: 3,108 shares; 2025Q3: 3,609 shares; 2025Q4: 4,552 shares; 2026Q1: 5,541 shares; 2026Q2: 6,232 shares; 2026Q3: 7,104 shares 7,104 $4.98M 2.28% +872 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 15,644 shares; 2025Q1: 16,096 shares; 2025Q2: 15,743 shares; 2025Q3: 15,535 shares; 2025Q4: 15,581 shares; 2026Q1: 13,666 shares; 2026Q2: 13,324 shares; 2026Q3: 13,606 shares 13,606 $4.78M 2.19% +282 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 18,097 shares; 2025Q1: 18,004 shares; 2025Q2: 17,893 shares; 2025Q3: 17,758 shares; 2025Q4: 17,985 shares; 2026Q1: 18,992 shares; 2026Q2: 18,267 shares; 2026Q3: 18,213 shares 18,213 $4.76M 2.18% -54 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 12,762 shares; 2025Q1: 12,802 shares; 2025Q2: 11,910 shares; 2025Q3: 12,118 shares; 2025Q4: 13,055 shares; 2026Q1: 13,176 shares; 2026Q2: 12,786 shares; 2026Q3: 12,743 shares 12,743 $4.58M 2.1% -43 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 11,285 shares; 2025Q1: 11,397 shares; 2025Q2: 10,277 shares; 2025Q3: 10,169 shares; 2025Q4: 10,263 shares; 2026Q1: 11,092 shares; 2026Q2: 10,938 shares; 2026Q3: 10,689 shares 10,689 $4.51M 2.07% -249 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; 2024Q4: 11,009 shares; 2025Q1: 10,752 shares; 2025Q2: 10,255 shares; 2025Q3: 10,227 shares; 2025Q4: 10,499 shares; 2026Q1: 12,385 shares; 2026Q2: 12,233 shares; 2026Q3: 12,316 shares 12,316 $4.07M 1.87% +83 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 44,755 shares; 2025Q1: 44,068 shares; 2025Q2: 43,756 shares; 2025Q3: 43,530 shares; 2025Q4: 45,590 shares; 2026Q1: 43,615 shares; 2026Q2: 46,807 shares; 2026Q3: 43,074 shares 43,074 $3.86M 1.77% -3,733 Timeline DOC HEALTHPEAK PROPERTIES INC More: the full row for HEALTHPEAK PROPERTIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 148,636 shares; 2025Q1: 152,906 shares; 2025Q2: 187,536 shares; 2025Q3: 160,342 shares; 2025Q4: 139,808 shares; 2026Q1: 177,172 shares; 2026Q2: 174,701 shares; 2026Q3: 175,088 shares 175,088 $3.5M 1.6% +387 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; 2024Q4: 11,823 shares; 2025Q1: 12,880 shares; 2025Q2: 14,974 shares; 2025Q3: 15,006 shares; 2025Q4: 14,789 shares; 2026Q1: 13,966 shares; 2026Q2: 13,733 shares; 2026Q3: 13,787 shares 13,787 $3.44M 1.58% +54 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 23,411 shares; 2025Q1: 23,343 shares; 2025Q2: 23,043 shares; 2025Q3: 22,808 shares; 2025Q4: 22,773 shares; 2026Q1: 22,140 shares; 2026Q2: 22,000 shares; 2026Q3: 22,154 shares 22,154 $3.37M 1.54% +154 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 21,564 shares; 2025Q1: 18,530 shares; 2025Q2: 18,429 shares; 2025Q3: 18,062 shares; 2025Q4: 17,976 shares; 2026Q1: 18,013 shares; 2026Q2: 17,464 shares; 2026Q3: 17,314 shares 17,314 $3.21M 1.47% -150 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; 2024Q4: 4,929 shares; 2025Q1: 1,106 shares; 2025Q2: 1,009 shares; 2025Q3: 1,920 shares; 2025Q4: 1,684 shares; 2026Q1: 5,581 shares; 2026Q2: 4,903 shares; 2026Q3: 5,072 shares 5,072 $3.1M 1.42% +169 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 16,744 shares; 2025Q1: 16,668 shares; 2025Q2: 14,661 shares; 2025Q3: 14,534 shares; 2025Q4: 14,482 shares; 2026Q1: 14,284 shares; 2026Q2: 15,947 shares; 2026Q3: 16,137 shares 16,137 $2.97M 1.36% +190 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 19,693 shares; 2025Q1: 19,701 shares; 2025Q2: 15,206 shares; 2025Q3: 15,152 shares; 2025Q4: 15,365 shares; 2026Q1: 15,810 shares; 2026Q2: 15,630 shares; 2026Q3: 15,629 shares 15,629 $2.94M 1.35% -1 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; 2024Q4: 1,797 shares; 2025Q1: 2,352 shares; 2025Q2: 3,351 shares; 2025Q3: 2,416 shares; 2025Q4: 2,420 shares; 2026Q1: 2,561 shares; 2026Q2: 2,520 shares; 2026Q3: 2,447 shares 2,447 $2.83M 1.3% -73 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; 2024Q4: 27,344 shares; 2025Q1: 28,246 shares; 2025Q2: 26,618 shares; 2025Q3: 26,440 shares; 2025Q4: 31,943 shares; 2026Q1: 32,132 shares; 2026Q2: 31,888 shares; 2026Q3: 31,991 shares 31,991 $2.75M 1.26% +103 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; 2024Q4: 15,978 shares; 2025Q1: 19,142 shares; 2025Q2: 19,316 shares; 2025Q3: 19,333 shares; 2025Q4: 18,569 shares; 2026Q1: 19,164 shares; 2026Q2: 18,367 shares; 2026Q3: 18,223 shares 18,223 $2.65M 1.21% -144 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 10,216 shares; 2025Q1: 11,993 shares; 2025Q2: 13,475 shares; 2025Q3: 15,414 shares; 2025Q4: 18,868 shares; 2026Q1: 21,868 shares; 2026Q2: 24,473 shares; 2026Q3: 26,745 shares 26,745 $2.59M 1.19% +2,272 Timeline BUFZ 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 43,268 shares; 2025Q4: 47,971 shares; 2026Q1: 83,946 shares; 2026Q2: 83,946 shares; 2026Q3: 87,642 shares 87,642 $2.5M 1.15% +3,696 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; 2024Q4: 2,712 shares; 2025Q1: 2,499 shares; 2025Q2: 2,632 shares; 2025Q3: 2,804 shares; 2025Q4: 3,492 shares; 2026Q1: 3,506 shares; 2026Q2: 3,173 shares; 2026Q3: 3,288 shares 3,288 $2.38M 1.09% +115 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; 2024Q4: 145,813 shares; 2025Q1: 148,508 shares; 2025Q2: 149,958 shares; 2025Q3: 148,015 shares; 2025Q4: 151,236 shares; 2026Q1: 156,428 shares; 2026Q2: 154,616 shares; 2026Q3: 155,124 shares 155,124 $2.37M 1.09% +508 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 8,425 shares; 2025Q1: 8,818 shares; 2025Q2: 6,849 shares; 2025Q3: 7,578 shares; 2025Q4: 7,615 shares; 2026Q1: 7,375 shares; 2026Q2: 6,768 shares; 2026Q3: 6,858 shares 6,858 $2.36M 1.08% +90 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; 2024Q4: 7,191 shares; 2025Q1: 8,302 shares; 2025Q2: 8,089 shares; 2025Q3: 8,456 shares; 2025Q4: 8,586 shares; 2026Q1: 8,741 shares; 2026Q2: 8,616 shares; 2026Q3: 8,671 shares 8,671 $2.36M 1.08% +55 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 33,187 shares; 2025Q1: 25,445 shares; 2025Q2: 23,790 shares; 2025Q3: 23,837 shares; 2025Q4: 24,762 shares; 2026Q1: 24,430 shares; 2026Q2: 22,919 shares; 2026Q3: 22,640 shares 22,640 $2.35M 1.08% -279 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 13,127 shares; 2025Q1: 17,962 shares; 2025Q2: 17,793 shares; 2025Q3: 17,951 shares; 2025Q4: 17,960 shares; 2026Q1: 18,603 shares; 2026Q2: 18,293 shares; 2026Q3: 18,427 shares 18,427 $2.34M 1.07% +134 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 15,055 shares; 2025Q1: 16,851 shares; 2025Q2: 18,293 shares; 2025Q3: 20,075 shares; 2025Q4: 23,476 shares; 2026Q1: 26,519 shares; 2026Q2: 28,614 shares; 2026Q3: 31,215 shares 31,215 $2.25M 1.03% +2,601 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; 2024Q4: 4,297 shares; 2025Q1: 17,104 shares; 2025Q2: 17,117 shares; 2025Q3: 17,900 shares; 2025Q4: 22,486 shares; 2026Q1: 22,548 shares; 2026Q2: 22,487 shares; 2026Q3: 22,851 shares 22,851 $2.23M 1.02% +364 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 551 shares; 2025Q1: 695 shares; 2025Q2: 1,026 shares; 2025Q3: 3,317 shares; 2025Q4: 3,297 shares; 2026Q1: 5,667 shares; 2026Q2: 5,534 shares; 2026Q3: 5,791 shares 5,791 $2.21M 1.01% +257 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; 2024Q4: 401 shares; 2025Q1: 2,419 shares; 2025Q2: 4,706 shares; 2025Q3: 4,850 shares; 2025Q4: 5,479 shares; 2026Q1: 5,586 shares; 2026Q2: 5,524 shares; 2026Q3: 5,510 shares 5,510 $2.19M 1% -14 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; 2024Q4: 16,683 shares; 2025Q1: 17,135 shares; 2025Q2: 16,998 shares; 2025Q3: 16,861 shares; 2025Q4: 18,147 shares; 2026Q1: 18,327 shares; 2026Q2: 18,273 shares; 2026Q3: 18,603 shares 18,603 $2.12M 0.97% +330 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; 2024Q4: 2,387 shares; 2025Q1: 2,387 shares; 2025Q2: 2,692 shares; 2025Q3: 40,577 shares; 2025Q4: 42,539 shares; 2026Q1: 55,685 shares; 2026Q2: 56,390 shares; 2026Q3: 56,392 shares 56,392 $2.11M 0.97% +2 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; 2024Q4: 1,010 shares; 2025Q1: 1,678 shares; 2025Q2: 4,075 shares; 2025Q3: 4,040 shares; 2025Q4: 3,940 shares; 2026Q1: 4,084 shares; 2026Q2: 3,995 shares; 2026Q3: 4,007 shares 4,007 $2.05M 0.94% +12 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; 2024Q4: 2,256 shares; 2025Q1: 2,134 shares; 2025Q2: 2,029 shares; 2025Q3: 2,028 shares; 2025Q4: 2,021 shares; 2026Q1: 2,061 shares; 2026Q2: 1,974 shares; 2026Q3: 7,718 shares 7,718 $2.04M 0.94% +5,744 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; 2024Q4: 3,042 shares; 2025Q1: 2,529 shares; 2025Q2: 3,037 shares; 2025Q3: 3,147 shares; 2025Q4: 3,159 shares; 2026Q1: 2,579 shares; 2026Q2: 2,575 shares; 2026Q3: 2,643 shares 2,643 $2.02M 0.92% +68 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 16,758 shares; 2025Q1: 17,776 shares; 2025Q2: 17,534 shares; 2025Q3: 17,548 shares; 2025Q4: 20,015 shares; 2026Q1: 20,380 shares; 2026Q2: 19,829 shares; 2026Q3: 20,088 shares 20,088 $1.99M 0.91% +259 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,843 shares; 2025Q1: 2,589 shares; 2025Q2: 2,626 shares; 2025Q3: 2,603 shares; 2025Q4: 2,484 shares; 2026Q1: 5,334 shares; 2026Q2: 12,715 shares; 2026Q3: 12,924 shares 12,924 $1.92M 0.88% +209 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; 2024Q4: 5,056 shares; 2025Q1: 5,190 shares; 2025Q2: 5,145 shares; 2025Q3: 5,113 shares; 2025Q4: 6,469 shares; 2026Q1: 6,488 shares; 2026Q2: 6,469 shares; 2026Q3: 6,501 shares 6,501 $1.85M 0.85% +32 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; 2024Q4: 466 shares; 2025Q1: 456 shares; 2025Q2: 2,261 shares; 2025Q3: 2,261 shares; 2025Q4: 2,261 shares; 2026Q1: 2,256 shares; 2026Q2: 7,727 shares; 2026Q3: 8,261 shares 8,261 $1.82M 0.83% +534 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; 2024Q4: 2,168 shares; 2025Q1: 2,218 shares; 2025Q2: 2,219 shares; 2025Q3: 2,349 shares; 2025Q4: 2,321 shares; 2026Q1: 2,200 shares; 2026Q2: 2,350 shares; 2026Q3: 2,348 shares 2,348 $1.74M 0.8% -2 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; 2024Q4: 107 shares; 2025Q1: 107 shares; 2025Q2: 71 shares; 2025Q3: 71 shares; 2025Q4: 71 shares; 2026Q1: 71 shares; 2026Q2: 7,226 shares; 2026Q3: 7,370 shares 7,370 $1.6M 0.74% +144 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 9,836 shares; 2025Q1: 9,836 shares; 2025Q2: 9,836 shares; 2025Q3: 9,558 shares; 2025Q4: 9,553 shares; 2026Q1: 9,553 shares; 2026Q2: 9,553 shares; 2026Q3: 9,553 shares 9,553 $1.59M 0.73% 0 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 20,755 shares; 2025Q1: 16,611 shares; 2025Q2: 7,990 shares; 2025Q3: 6,710 shares; 2025Q4: 6,911 shares; 2026Q1: 6,833 shares; 2026Q2: 5,988 shares; 2026Q3: 5,910 shares 5,910 $1.56M 0.72% -78 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 431 shares; 2025Q1: 431 shares; 2025Q2: 419 shares; 2025Q3: 419 shares; 2025Q4: 400 shares; 2026Q1: 791 shares; 2026Q2: 7,644 shares; 2026Q3: 7,871 shares 7,871 $1.53M 0.7% +227 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; 2024Q4: 69 shares; 2025Q1: 827 shares; 2025Q2: 1,943 shares; 2025Q3: 2,606 shares; 2025Q4: 2,633 shares; 2026Q1: 2,369 shares; 2026Q2: 2,356 shares; 2026Q3: 2,361 shares 2,361 $1.52M 0.7% +5 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 26 shares; 2025Q1: 1,535 shares; 2025Q2: 1,524 shares; 2025Q3: 1,511 shares; 2025Q4: 1,538 shares; 2026Q1: 1,553 shares; 2026Q2: 1,527 shares; 2026Q3: 1,549 shares 1,549 $1.32M 0.61% +22 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; 2024Q4: 7,940 shares; 2025Q1: 8,257 shares; 2025Q2: 8,171 shares; 2025Q3: 8,136 shares; 2025Q4: 8,228 shares; 2026Q1: 8,405 shares; 2026Q2: 8,447 shares; 2026Q3: 8,813 shares 8,813 $1.28M 0.59% +366 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; 2024Q4: 467 shares; 2025Q1: 1,148 shares; 2025Q2: 1,202 shares; 2025Q3: 1,287 shares; 2025Q4: 1,021 shares; 2026Q1: 1,413 shares; 2026Q2: 1,404 shares; 2026Q3: 1,391 shares 1,391 $1.27M 0.58% -13 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 250 shares; 2025Q1: 250 shares; 2025Q2: 250 shares; 2025Q3: 550 shares; 2025Q4: 450 shares; 2026Q1: 450 shares; 2026Q2: 7,950 shares; 2026Q3: 7,968 shares 7,968 $1.23M 0.56% +18 Timeline GBIL 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; 2024Q4: 26,048 shares; 2025Q1: 12,555 shares; 2025Q2: 11,950 shares; 2025Q3: 11,122 shares; 2025Q4: 10,034 shares; 2026Q1: 16,266 shares; 2026Q2: 14,715 shares; 2026Q3: 11,558 shares 11,558 $1.16M 0.53% -3,157 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 938 shares; 2025Q1: 1,254 shares; 2025Q2: 1,314 shares; 2025Q3: 1,331 shares; 2025Q4: 1,370 shares; 2026Q1: 1,173 shares; 2026Q2: 1,153 shares; 2026Q3: 1,156 shares 1,156 $1.16M 0.53% +3 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,039 shares; 2025Q1: 4,754 shares; 2025Q2: 4,627 shares; 2025Q3: 4,529 shares; 2025Q4: 4,706 shares; 2026Q1: 4,793 shares; 2026Q2: 4,839 shares; 2026Q3: 4,993 shares 4,993 $1.15M 0.53% +154 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,647 shares; 2025Q1: 5,766 shares; 2025Q2: 6,629 shares; 2025Q3: 7,712 shares; 2025Q4: 9,559 shares; 2026Q1: 11,498 shares; 2026Q2: 12,468 shares; 2026Q3: 13,798 shares 13,798 $1.12M 0.51% +1,330 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; 2024Q4: 172 shares; 2025Q1: 4,186 shares; 2025Q2: 4,348 shares; 2025Q3: 4,458 shares; 2025Q4: 5,466 shares; 2026Q1: 5,498 shares; 2026Q2: 5,333 shares; 2026Q3: 5,408 shares 5,408 $1.1M 0.5% +75 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 394 shares; 2025Q1: 395 shares; 2025Q2: 3,417 shares; 2025Q3: 3,441 shares; 2025Q4: 3,474 shares; 2026Q1: 3,473 shares; 2026Q2: 3,465 shares; 2026Q3: 3,504 shares 3,504 $1.09M 0.5% +39 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 993 shares; 2025Q1: 508 shares; 2025Q2: 526 shares; 2025Q3: 499 shares; 2025Q4: 549 shares; 2026Q1: 3,276 shares; 2026Q2: 3,160 shares; 2026Q3: 3,198 shares 3,198 $1.09M 0.5% +38 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,122 shares; 2025Q1: 3,755 shares; 2025Q2: 3,807 shares; 2025Q3: 3,050 shares; 2025Q4: 2,958 shares; 2026Q1: 3,007 shares; 2026Q2: 2,924 shares; 2026Q3: 2,938 shares 2,938 $1.04M 0.48% +14 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; 2024Q4: 207 shares; 2025Q1: 239 shares; 2025Q2: 3,655 shares; 2025Q3: 3,566 shares; 2025Q4: 3,591 shares; 2026Q1: 3,612 shares; 2026Q2: 3,669 shares; 2026Q3: 3,686 shares 3,686 $1.03M 0.47% +17 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,110 shares; 2026Q2: 82,681 shares; 2026Q3: 89,421 shares 89,421 $1.02M 0.47% +6,740 Timeline SGOL ETFS GOLD TR More: the full row for ETFS GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 82,062 shares; 2025Q1: 82,062 shares; 2025Q2: 24,020 shares; 2025Q3: 24,020 shares; 2025Q4: 24,020 shares; 2026Q1: 24,020 shares; 2026Q2: 23,856 shares; 2026Q3: 24,426 shares 24,426 $966K 0.44% +570 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,514 shares; 2025Q1: 4,556 shares; 2025Q2: 4,618 shares; 2025Q3: 20,552 shares; 2025Q4: 20,061 shares; 2026Q1: 18,741 shares; 2026Q2: 18,033 shares; 2026Q3: 17,718 shares 17,718 $946K 0.43% -315 Timeline PCMM BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 19,193 shares; 2025Q4: 18,438 shares; 2026Q1: 18,045 shares; 2026Q2: 17,531 shares; 2026Q3: 17,699 shares 17,699 $885K 0.41% +168 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; 2024Q4: 1,157 shares; 2025Q1: 3,698 shares; 2025Q2: 4,027 shares; 2025Q3: 4,319 shares; 2025Q4: 4,163 shares; 2026Q1: 4,139 shares; 2026Q2: 4,131 shares; 2026Q3: 4,204 shares 4,204 $857K 0.39% +73 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,709 shares; 2025Q1: 7,749 shares; 2025Q2: 7,734 shares; 2025Q3: 4,456 shares; 2025Q4: 7,794 shares; 2026Q1: 7,611 shares; 2026Q2: 4,250 shares; 2026Q3: 7,670 shares 7,670 $797K 0.37% +3,420 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 888 shares; 2025Q1: 854 shares; 2025Q2: 1,706 shares; 2025Q3: 1,641 shares; 2025Q4: 1,632 shares; 2026Q1: 1,757 shares; 2026Q2: 14,888 shares; 2026Q3: 14,862 shares 14,862 $682K 0.31% -26 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; 2024Q4: 29 shares; 2025Q1: 29 shares; 2025Q2: 2,556 shares; 2025Q3: 2,596 shares; 2025Q4: 2,618 shares; 2026Q1: 2,614 shares; 2026Q2: 2,634 shares; 2026Q3: 2,658 shares 2,658 $675K 0.31% +24 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,861 shares; 2025Q1: 1,882 shares; 2025Q2: 1,884 shares; 2025Q3: 2,418 shares; 2025Q4: 2,418 shares; 2026Q1: 2,385 shares; 2026Q2: 2,020 shares; 2026Q3: 1,980 shares 1,980 $675K 0.31% -40 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; 2024Q4: 15,385 shares; 2025Q1: 15,598 shares; 2025Q2: 15,690 shares; 2025Q3: 15,573 shares; 2025Q4: 15,857 shares; 2026Q1: 14,773 shares; 2026Q2: 15,455 shares; 2026Q3: 6,049 shares 6,049 $639K 0.29% -9,406 Timeline FTCS 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; 2024Q4: 7,578 shares; 2025Q1: 7,432 shares; 2025Q2: 7,298 shares; 2025Q3: 7,074 shares; 2025Q4: 6,975 shares; 2026Q1: 6,962 shares; 2026Q2: 6,666 shares; 2026Q3: 6,666 shares 6,666 $626K 0.29% 0 Timeline AIRR FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 57 shares; 2025Q4: 1,181 shares; 2026Q1: 1,649 shares; 2026Q2: 1,687 shares; 2026Q3: 5,046 shares 5,046 $521K 0.24% +3,359 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,439 shares; 2025Q1: 5,439 shares; 2025Q2: 5,439 shares; 2025Q3: 5,439 shares; 2025Q4: 5,439 shares; 2026Q1: 5,439 shares; 2026Q2: 5,439 shares; 2026Q3: 5,439 shares 5,439 $517K 0.24% 0 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 313 shares; 2025Q1: 313 shares; 2025Q2: 313 shares; 2025Q3: 343 shares; 2025Q4: 318 shares; 2026Q1: 318 shares; 2026Q2: 2,544 shares; 2026Q3: 4,061 shares 4,061 $510K 0.23% +1,517 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; 2024Q4: 61 shares; 2025Q1: 189 shares; 2025Q2: 1,137 shares; 2025Q3: 1,177 shares; 2025Q4: 1,199 shares; 2026Q1: 1,206 shares; 2026Q2: 1,201 shares; 2026Q3: 1,275 shares 1,275 $506K 0.23% +74 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; 2024Q4: 3,827 shares; 2025Q1: 2,870 shares; 2025Q2: 2,919 shares; 2025Q3: 1,645 shares; 2025Q4: 1,411 shares; 2026Q1: 1,704 shares; 2026Q2: 1,524 shares; 2026Q3: 1,504 shares 1,504 $494K 0.23% -20 Timeline CCJ CAMECO CORP More: the full row for CAMECO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,997 shares; 2025Q1: 3,000 shares; 2025Q2: 3,008 shares; 2025Q3: 3,008 shares; 2025Q4: 2,942 shares; 2026Q1: 5,181 shares; 2026Q2: 5,163 shares; 2026Q3: 5,176 shares 5,176 $449K 0.21% +13 Timeline HPE HEWLETT PACKARD ENTERPRISE C More: the full row for HEWLETT PACKARD ENTERPRISE C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,908 shares; 2025Q1: 6,908 shares; 2025Q2: 6,908 shares; 2025Q3: 6,908 shares; 2025Q4: 6,908 shares; 2026Q1: 6,908 shares; 2026Q2: 6,908 shares; 2026Q3: 6,908 shares 6,908 $441K 0.2% 0 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,770 shares; 2025Q1: 6,910 shares; 2025Q2: 6,880 shares; 2025Q3: 7,088 shares; 2025Q4: 6,880 shares; 2026Q1: 6,961 shares; 2026Q2: 6,961 shares; 2026Q3: 8,000 shares 8,000 $435K 0.2% +1,039 Timeline ARM ARM HOLDINGS PLC More: the full row for ARM HOLDINGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 284 shares; 2026Q2: 932 shares; 2026Q3: 1,479 shares 1,479 $428K 0.2% +547 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,721 shares; 2025Q1: 3,661 shares; 2025Q2: 2,741 shares; 2025Q3: 3,415 shares; 2025Q4: 3,523 shares; 2026Q1: 3,568 shares; 2026Q2: 3,567 shares; 2026Q3: 3,557 shares 3,557 $428K 0.2% -10 Timeline CFR CULLEN FROST BANKERS INC More: the full row for CULLEN FROST BANKERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,606 shares; 2026Q3: 2,606 shares 2,606 $398K 0.18% 0 Timeline PDBC INVESCO ACTVELY MNGD ETC FD More: the full row for INVESCO ACTVELY MNGD ETC FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 98 shares; 2025Q1: 22,350 shares; 2025Q2: 1,449 shares; 2025Q3: 24,720 shares; 2025Q4: 1,449 shares; 2026Q1: 22,892 shares; 2026Q2: 20,836 shares; 2026Q3: 20,179 shares 20,179 $389K 0.18% -657 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,331 shares; 2025Q1: 1,355 shares; 2025Q2: 1,390 shares; 2025Q3: 1,399 shares; 2025Q4: 1,396 shares; 2026Q1: 1,396 shares; 2026Q2: 1,348 shares; 2026Q3: 1,380 shares 1,380 $383K 0.18% +32 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 15,277 shares; 2025Q1: 15,277 shares; 2025Q2: not reported; 2025Q3: 9,962 shares; 2025Q4: 10,112 shares; 2026Q1: 7,018 shares; 2026Q2: 7,018 shares; 2026Q3: 7,018 shares 7,018 $383K 0.18% 0 Timeline IBRX IMMUNITYBIO INC More: the full row for IMMUNITYBIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 500 shares; 2025Q1: 500 shares; 2025Q2: 30,000 shares; 2025Q3: 30,000 shares; 2025Q4: 30,000 shares; 2026Q1: 30,274 shares; 2026Q2: 37,774 shares; 2026Q3: 37,774 shares 37,774 $357K 0.16% 0 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,322 shares; 2025Q1: 1,333 shares; 2025Q2: 1,333 shares; 2025Q3: 1,333 shares; 2025Q4: 1,321 shares; 2026Q1: 1,321 shares; 2026Q2: 1,315 shares; 2026Q3: 1,515 shares 1,515 $353K 0.16% +200 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,821 shares; 2025Q1: 1,880 shares; 2025Q2: 1,931 shares; 2025Q3: 1,901 shares; 2025Q4: 1,862 shares; 2026Q1: 2,365 shares; 2026Q2: 1,951 shares; 2026Q3: 1,708 shares 1,708 $349K 0.16% -243 Timeline DEA EASTERLY GOVT PPTYS INC More: the full row for EASTERLY GOVT PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,443 shares; 2025Q3: 10,843 shares; 2025Q4: 11,243 shares; 2026Q1: 13,145 shares; 2026Q2: 13,461 shares; 2026Q3: 14,972 shares 14,972 $347K 0.16% +1,511 Timeline LITE LUMENTUM HLDGS INC More: the full row for LUMENTUM HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 452 shares; 2025Q1: 452 shares; 2025Q2: 452 shares; 2025Q3: 612 shares; 2025Q4: 605 shares; 2026Q1: 455 shares; 2026Q2: 352 shares; 2026Q3: 354 shares 354 $344K 0.16% +2 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 9,736 shares; 2025Q1: 9,793 shares; 2025Q2: 9,857 shares; 2025Q3: 10,043 shares; 2025Q4: 9,903 shares; 2026Q1: 10,373 shares; 2026Q2: 10,429 shares; 2026Q3: 10,486 shares 10,486 $341K 0.16% +57 Timeline CRDO CREDO TECHNOLOGY GROUP HOLDI More: the full row for CREDO TECHNOLOGY GROUP HOLDI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 150 shares; 2025Q2: 450 shares; 2025Q3: 75 shares; 2025Q4: 67 shares; 2026Q1: 30 shares; 2026Q2: 1,609 shares; 2026Q3: 1,726 shares 1,726 $336K 0.15% +117 Timeline OUNZ VANECK MERK GOLD ETF More: the full row for VANECK MERK GOLD ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 8,236 shares; 2025Q1: 8,236 shares; 2025Q2: 8,236 shares; 2025Q3: 8,236 shares; 2025Q4: 8,236 shares; 2026Q1: 8,236 shares; 2026Q2: 8,236 shares; 2026Q3: 8,236 shares 8,236 $329K 0.15% 0 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 817 shares; 2025Q1: 1,154 shares; 2025Q2: 1,243 shares; 2025Q3: 1,271 shares; 2025Q4: 1,380 shares; 2026Q1: 1,362 shares; 2026Q2: 1,378 shares; 2026Q3: 1,193 shares 1,193 $329K 0.15% -185 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; 2024Q4: 380 shares; 2025Q1: 394 shares; 2025Q2: 480 shares; 2025Q3: 486 shares; 2025Q4: 499 shares; 2026Q1: 1,662 shares; 2026Q2: 1,738 shares; 2026Q3: 1,740 shares 1,740 $325K 0.15% +2 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; 2024Q4: 9,929 shares; 2025Q1: 10,054 shares; 2025Q2: 9,846 shares; 2025Q3: 9,776 shares; 2025Q4: 9,906 shares; 2026Q1: 9,993 shares; 2026Q2: 1,068 shares; 2026Q3: 1,029 shares 1,029 $313K 0.14% -39 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 612 shares; 2025Q1: 612 shares; 2025Q2: 612 shares; 2025Q3: 612 shares; 2025Q4: 606 shares; 2026Q1: 606 shares; 2026Q2: 2,424 shares; 2026Q3: 2,424 shares 2,424 $304K 0.14% 0 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 658 shares; 2025Q1: 879 shares; 2025Q2: 1,222 shares; 2025Q3: 1,256 shares; 2025Q4: 6,765 shares; 2026Q1: 2,875 shares; 2026Q2: 3,995 shares; 2026Q3: 2,240 shares 2,240 $300K 0.14% -1,755 Timeline GCAL 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,900 shares; 2026Q1: 5,900 shares; 2026Q2: 5,900 shares; 2026Q3: 5,936 shares 5,936 $288K 0.13% +36 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,173 shares; 2025Q1: 2,836 shares; 2025Q2: 2,832 shares; 2025Q3: 1,254 shares; 2025Q4: 1,317 shares; 2026Q1: 1,309 shares; 2026Q2: 1,243 shares; 2026Q3: 1,238 shares 1,238 $284K 0.13% -5 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 18 shares; 2025Q1: 76 shares; 2025Q2: 285 shares; 2025Q3: 491 shares; 2025Q4: 611 shares; 2026Q1: 254 shares; 2026Q2: 248 shares; 2026Q3: 261 shares 261 $276K 0.13% +13 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,143 shares; 2025Q1: 2,663 shares; 2025Q2: 2,663 shares; 2025Q3: 2,734 shares; 2025Q4: 2,734 shares; 2026Q1: 2,726 shares; 2026Q2: 2,727 shares; 2026Q3: 2,707 shares 2,707 $256K 0.12% -20 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; 2024Q4: 292 shares; 2025Q1: 317 shares; 2025Q2: 317 shares; 2025Q3: 323 shares; 2025Q4: 304 shares; 2026Q1: 296 shares; 2026Q2: 356 shares; 2026Q3: 284 shares 284 $256K 0.12% -72 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; 2024Q4: 2,837 shares; 2025Q1: 2,956 shares; 2025Q2: 3,032 shares; 2025Q3: 12,413 shares; 2025Q4: 11,270 shares; 2026Q1: 3,653 shares; 2026Q2: 3,802 shares; 2026Q3: 3,732 shares 3,732 $256K 0.12% -70 Timeline BROS DUTCH BROS INC More: the full row for DUTCH BROS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 768 shares; 2025Q1: 676 shares; 2025Q2: 676 shares; 2025Q3: 676 shares; 2025Q4: 724 shares; 2026Q1: 4,253 shares; 2026Q2: 6,235 shares; 2026Q3: 6,551 shares 6,551 $253K 0.12% +316 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,285 shares; 2025Q1: 2,285 shares; 2025Q2: 2,285 shares; 2025Q3: 2,285 shares; 2025Q4: 2,285 shares; 2026Q1: 2,285 shares; 2026Q2: 2,285 shares; 2026Q3: 2,285 shares 2,285 $250K 0.11% 0 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 303 shares; 2025Q1: 377 shares; 2025Q2: 842 shares; 2025Q3: 839 shares; 2025Q4: 8,563 shares; 2026Q1: 3,500 shares; 2026Q2: 3,497 shares; 2026Q3: 3,497 shares 3,497 $243K 0.11% 0 Timeline RDDT REDDIT INC More: the full row for REDDIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2 shares; 2025Q1: 2 shares; 2025Q2: 1,546 shares; 2025Q3: 1,546 shares; 2025Q4: 1,543 shares; 2026Q1: 1,609 shares; 2026Q2: 1,666 shares; 2026Q3: 1,682 shares 1,682 $240K 0.11% +16 Timeline RDNT RADNET INC More: the full row for RADNET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 25 shares; 2025Q1: 25 shares; 2025Q2: 2,919 shares; 2025Q3: 2,919 shares; 2025Q4: 2,862 shares; 2026Q1: 2,986 shares; 2026Q2: 3,216 shares; 2026Q3: 3,274 shares 3,274 $226K 0.1% +58 Timeline XOM EXXONMOBIL HOLDINGS CORP More: the full row for EXXONMOBIL HOLDINGS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 1,292 shares 1,292 $210K 0.1% new Timeline DDFL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 9,400 shares 9,400 $203K 0.09% new Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 505 shares; 2025Q1: 505 shares; 2025Q2: 562 shares; 2025Q3: 562 shares; 2025Q4: 562 shares; 2026Q1: 512 shares; 2026Q2: 512 shares; 2026Q3: 512 shares 512 $202K 0.09% 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; 2024Q4: 565 shares; 2025Q1: 584 shares; 2025Q2: 581 shares; 2025Q3: 581 shares; 2025Q4: 553 shares; 2026Q1: 538 shares; 2026Q2: 538 shares; 2026Q3: 525 shares 525 $196K 0.09% -13 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 252 shares; 2025Q1: 252 shares; 2025Q2: 252 shares; 2025Q3: 251 shares; 2025Q4: 251 shares; 2026Q1: 251 shares; 2026Q2: 251 shares; 2026Q3: 251 shares 251 $192K 0.09% 0 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,220 shares; 2025Q1: 2,212 shares; 2025Q2: 2,212 shares; 2025Q3: 2,020 shares; 2025Q4: 1,927 shares; 2026Q1: 1,927 shares; 2026Q2: 1,896 shares; 2026Q3: 1,896 shares 1,896 $192K 0.09% 0 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 285 shares; 2025Q1: 285 shares; 2025Q2: 285 shares; 2025Q3: 285 shares; 2025Q4: 285 shares; 2026Q1: 285 shares; 2026Q2: 1,900 shares; 2026Q3: 2,100 shares 2,100 $189K 0.09% +200 Timeline DASH DOORDASH INC More: the full row for DOORDASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 856 shares; 2025Q1: 840 shares; 2025Q2: 861 shares; 2025Q3: 1,838 shares; 2025Q4: 1,773 shares; 2026Q1: 819 shares; 2026Q2: 891 shares; 2026Q3: 1,025 shares 1,025 $188K 0.09% +134 Timeline ZM ZOOM COMMUNICATIONS INC More: the full row for ZOOM COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5 shares; 2025Q1: 5 shares; 2025Q2: 5 shares; 2025Q3: 5 shares; 2025Q4: 5 shares; 2026Q1: 5 shares; 2026Q2: 2,010 shares; 2026Q3: 2,010 shares 2,010 $182K 0.08% 0 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,120 shares; 2025Q1: 6,896 shares; 2025Q2: 7,286 shares; 2025Q3: 7,403 shares; 2025Q4: 7,137 shares; 2026Q1: 4,577 shares; 2026Q2: 4,655 shares; 2026Q3: 4,157 shares 4,157 $181K 0.08% -498 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,578 shares; 2025Q1: 1,578 shares; 2025Q2: 1,578 shares; 2025Q3: 1,578 shares; 2025Q4: 1,578 shares; 2026Q1: 1,578 shares; 2026Q2: 1,578 shares; 2026Q3: 1,578 shares 1,578 $179K 0.08% 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; 2024Q4: 361 shares; 2025Q1: 371 shares; 2025Q2: 371 shares; 2025Q3: 381 shares; 2025Q4: 358 shares; 2026Q1: 364 shares; 2026Q2: 315 shares; 2026Q3: 315 shares 315 $174K 0.08% 0 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 592 shares; 2025Q1: 612 shares; 2025Q2: 612 shares; 2025Q3: 734 shares; 2025Q4: 840 shares; 2026Q1: 765 shares; 2026Q2: 788 shares; 2026Q3: 804 shares 804 $174K 0.08% +16 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,832 shares; 2025Q1: 4,756 shares; 2025Q2: 366 shares; 2025Q3: 405 shares; 2025Q4: 380 shares; 2026Q1: 408 shares; 2026Q2: 470 shares; 2026Q3: 652 shares 652 $173K 0.08% +182 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; 2024Q4: 974 shares; 2025Q1: 978 shares; 2025Q2: 1,283 shares; 2025Q3: 1,269 shares; 2025Q4: 1,274 shares; 2026Q1: 1,571 shares; 2026Q2: 2,182 shares; 2026Q3: 3,165 shares 3,165 $172K 0.08% +983 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 191 shares; 2025Q1: 234 shares; 2025Q2: 234 shares; 2025Q3: 269 shares; 2025Q4: 232 shares; 2026Q1: 239 shares; 2026Q2: 218 shares; 2026Q3: 211 shares 211 $171K 0.08% -7 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; 2024Q4: 92 shares; 2025Q1: 92 shares; 2025Q2: 119 shares; 2025Q3: 119 shares; 2025Q4: 119 shares; 2026Q1: 127 shares; 2026Q2: 243 shares; 2026Q3: 343 shares 343 $171K 0.08% +100 Timeline XBI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,115 shares; 2025Q1: 1,115 shares; 2025Q2: 1,115 shares; 2025Q3: 1,115 shares; 2025Q4: 1,091 shares; 2026Q1: 1,091 shares; 2026Q2: 1,066 shares; 2026Q3: 1,066 shares 1,066 $168K 0.08% 0 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,492 shares; 2025Q1: 10,384 shares; 2025Q2: 10,663 shares; 2025Q3: 10,662 shares; 2025Q4: 11,497 shares; 2026Q1: 1,072 shares; 2026Q2: 1,236 shares; 2026Q3: 1,197 shares 1,197 $164K 0.08% -39 Timeline NDAQ NASDAQ INC More: the full row for NASDAQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,768 shares; 2025Q1: 1,768 shares; 2025Q2: 1,768 shares; 2025Q3: 1,768 shares; 2025Q4: 1,768 shares; 2026Q1: 1,768 shares; 2026Q2: 1,768 shares; 2026Q3: 1,768 shares 1,768 $163K 0.07% 0 Timeline BMOP BNY MELLON ETF TRUST II More: the full row for BNY MELLON ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,792 shares; 2026Q2: 6,832 shares; 2026Q3: 6,890 shares 6,890 $162K 0.07% +58 Timeline IQV IQVIA HLDGS INC More: the full row for IQVIA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 600 shares; 2025Q1: 600 shares; 2025Q2: 605 shares; 2025Q3: 605 shares; 2025Q4: 605 shares; 2026Q1: 605 shares; 2026Q2: 600 shares; 2026Q3: 600 shares 600 $161K 0.07% 0 Timeline LUMN LUMEN TECHNOLOGIES INC More: the full row for LUMEN TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 28,767 shares; 2026Q3: 28,767 shares 28,767 $161K 0.07% 0 Timeline GRID 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 889 shares; 2026Q3: 891 shares 891 $158K 0.07% +2 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 921 shares; 2025Q1: 886 shares; 2025Q2: 893 shares; 2025Q3: 857 shares; 2025Q4: 917 shares; 2026Q1: 970 shares; 2026Q2: 960 shares; 2026Q3: 946 shares 946 $152K 0.07% -14 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,162 shares; 2025Q1: 1,162 shares; 2025Q2: 1,162 shares; 2025Q3: 1,284 shares; 2025Q4: 1,259 shares; 2026Q1: 1,200 shares; 2026Q2: 1,200 shares; 2026Q3: 1,061 shares 1,061 $151K 0.07% -139 Timeline AOR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,469 shares; 2025Q1: 2,444 shares; 2025Q2: 2,445 shares; 2025Q3: 2,345 shares; 2025Q4: 2,347 shares; 2026Q1: 2,310 shares; 2026Q2: 2,311 shares; 2026Q3: 2,183 shares 2,183 $150K 0.07% -128 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 583 shares; 2025Q1: 583 shares; 2025Q2: 583 shares; 2025Q3: 583 shares; 2025Q4: 583 shares; 2026Q1: 583 shares; 2026Q2: 583 shares; 2026Q3: 583 shares 583 $145K 0.07% 0 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,188 shares; 2025Q1: 1,111 shares; 2025Q2: 1,111 shares; 2025Q3: 1,111 shares; 2025Q4: 1,111 shares; 2026Q1: 1,111 shares; 2026Q2: 1,121 shares; 2026Q3: 2,022 shares 2,022 $143K 0.07% +901 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; 2024Q4: 295 shares; 2025Q1: 265 shares; 2025Q2: 270 shares; 2025Q3: 270 shares; 2025Q4: 265 shares; 2026Q1: 286 shares; 2026Q2: 284 shares; 2026Q3: 332 shares 332 $143K 0.07% +48 Timeline BUFH 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 6,560 shares 6,560 $142K 0.07% new 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; 2024Q4: 12,831 shares; 2025Q1: 613 shares; 2025Q2: 554 shares; 2025Q3: 604 shares; 2025Q4: 599 shares; 2026Q1: 582 shares; 2026Q2: 574 shares; 2026Q3: 585 shares 585 $141K 0.06% +11 Timeline VOTE TCW ETF TRUST More: the full row for TCW ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,551 shares; 2025Q4: 1,551 shares; 2026Q1: 1,551 shares; 2026Q2: 1,551 shares; 2026Q3: 1,551 shares 1,551 $140K 0.06% 0 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,430 shares; 2025Q1: 1,430 shares; 2025Q2: 1,430 shares; 2025Q3: 1,430 shares; 2025Q4: 1,430 shares; 2026Q1: 1,430 shares; 2026Q2: 1,430 shares; 2026Q3: 1,430 shares 1,430 $139K 0.06% 0 Timeline DRAM ROUNDHILL ETF TRUST More: the full row for ROUNDHILL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,403 shares; 2026Q3: 2,303 shares 2,303 $139K 0.06% -100 Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 620 shares; 2025Q1: 658 shares; 2025Q2: 1,429 shares; 2025Q3: 1,391 shares; 2025Q4: 1,391 shares; 2026Q1: 1,411 shares; 2026Q2: 1,411 shares; 2026Q3: 1,427 shares 1,427 $139K 0.06% +16 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; 2024Q4: 643 shares; 2025Q1: 645 shares; 2025Q2: 615 shares; 2025Q3: 617 shares; 2025Q4: 619 shares; 2026Q1: 621 shares; 2026Q2: 622 shares; 2026Q3: 584 shares 584 $138K 0.06% -38 Timeline SCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,565 shares; 2025Q1: 1,565 shares; 2025Q2: 1,565 shares; 2025Q3: 1,609 shares; 2025Q4: 1,629 shares; 2026Q1: 1,631 shares; 2026Q2: 1,638 shares; 2026Q3: 1,638 shares 1,638 $138K 0.06% 0 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 505 shares; 2025Q1: 521 shares; 2025Q2: 521 shares; 2025Q3: 533 shares; 2025Q4: 521 shares; 2026Q1: 523 shares; 2026Q2: 511 shares; 2026Q3: 496 shares 496 $137K 0.06% -15 Timeline USIG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,100 shares; 2025Q1: 2,800 shares; 2025Q2: 2,800 shares; 2025Q3: 2,899 shares; 2025Q4: 2,899 shares; 2026Q1: 2,899 shares; 2026Q2: 2,899 shares; 2026Q3: 2,800 shares 2,800 $136K 0.06% -99 Timeline GPIQ GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,719 shares; 2026Q3: 2,338 shares 2,338 $136K 0.06% +619 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; 2024Q4: 2,007 shares; 2025Q1: 2,047 shares; 2025Q2: 2,047 shares; 2025Q3: 2,047 shares; 2025Q4: 2,048 shares; 2026Q1: 2,274 shares; 2026Q2: 3,110 shares; 2026Q3: 3,231 shares 3,231 $131K 0.06% +121 Timeline BSJS INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 267 shares; 2025Q1: 692 shares; 2025Q2: 1,025 shares; 2025Q3: 1,026 shares; 2025Q4: 1,486 shares; 2026Q1: 2,206 shares; 2026Q2: 2,893 shares; 2026Q3: 6,078 shares 6,078 $130K 0.06% +3,185 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; 2024Q4: 45 shares; 2025Q1: 269 shares; 2025Q2: 271 shares; 2025Q3: 301 shares; 2025Q4: 247 shares; 2026Q1: 268 shares; 2026Q2: 268 shares; 2026Q3: 284 shares 284 $130K 0.06% +16 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; 2024Q4: 3,562 shares; 2025Q1: 3,566 shares; 2025Q2: 3,569 shares; 2025Q3: 3,562 shares; 2025Q4: 3,566 shares; 2026Q1: 3,564 shares; 2026Q2: 3,568 shares; 2026Q3: 3,590 shares 3,590 $129K 0.06% +22 Timeline BSJT INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,000 shares; 2026Q1: 2,438 shares; 2026Q2: 2,909 shares; 2026Q3: 6,189 shares 6,189 $128K 0.06% +3,280 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 479 shares; 2026Q2: 1,100 shares; 2026Q3: 2,239 shares 2,239 $126K 0.06% +1,139 Timeline WTAI WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 122 shares; 2025Q2: 122 shares; 2025Q3: 1,985 shares; 2025Q4: 2,388 shares; 2026Q1: 2,727 shares; 2026Q2: 2,827 shares; 2026Q3: 2,827 shares 2,827 $124K 0.06% 0 Timeline FDL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,135 shares; 2025Q1: 1,135 shares; 2025Q2: 1,135 shares; 2025Q3: 2,402 shares; 2025Q4: 2,430 shares; 2026Q1: 2,448 shares; 2026Q2: 2,471 shares; 2026Q3: 2,495 shares 2,495 $123K 0.06% +24 Timeline CACI CACI INTL INC More: the full row for CACI INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 199 shares; 2026Q2: 199 shares; 2026Q3: 199 shares 199 $121K 0.06% 0 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 1,200 shares 1,200 $121K 0.06% new 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; 2024Q4: 103 shares; 2025Q1: 78 shares; 2025Q2: 844 shares; 2025Q3: 844 shares; 2025Q4: 831 shares; 2026Q1: 831 shares; 2026Q2: 831 shares; 2026Q3: 831 shares 831 $118K 0.05% 0 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 424 shares; 2025Q1: 1,761 shares; 2025Q2: 320 shares; 2025Q3: 312 shares; 2025Q4: 295 shares; 2026Q1: 301 shares; 2026Q2: 310 shares; 2026Q3: 310 shares 310 $114K 0.05% 0 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 945 shares; 2025Q1: 945 shares; 2025Q2: 945 shares; 2025Q3: 945 shares; 2025Q4: 935 shares; 2026Q1: 935 shares; 2026Q2: 935 shares; 2026Q3: 935 shares 935 $112K 0.05% 0 Timeline IDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,750 shares; 2025Q1: 2,750 shares; 2025Q2: 2,750 shares; 2025Q3: 2,750 shares; 2025Q4: 2,650 shares; 2026Q1: 2,650 shares; 2026Q2: 2,650 shares; 2026Q3: 2,650 shares 2,650 $112K 0.05% 0 Timeline FRT FEDERAL RLTY INVT TR NEW More: the full row for FEDERAL RLTY INVT TR NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,005 shares; 2026Q3: 1,005 shares 1,005 $109K 0.05% 0 Timeline SPCX SPACE EXPLORATION TECHN CORP More: the full row for SPACE EXPLORATION TECHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 785 shares; 2026Q3: 714 shares 714 $108K 0.05% -71 Timeline GDLC GRAYSCALE COINDESK CRYPTO More: the full row for GRAYSCALE COINDESK CRYPTO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 525 shares; 2025Q4: 3,270 shares; 2026Q1: 3,270 shares; 2026Q2: 2,801 shares; 2026Q3: 2,801 shares 2,801 $107K 0.05% 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; 2024Q4: 3,189 shares; 2025Q1: 3,347 shares; 2025Q2: 3,457 shares; 2025Q3: 3,128 shares; 2025Q4: 2,962 shares; 2026Q1: 2,976 shares; 2026Q2: 3,854 shares; 2026Q3: 3,754 shares 3,754 $107K 0.05% -100 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; 2024Q4: 2,261 shares; 2025Q1: 2,262 shares; 2025Q2: 2,277 shares; 2025Q3: 2,978 shares; 2025Q4: 2,995 shares; 2026Q1: 2,997 shares; 2026Q2: 2,998 shares; 2026Q3: 2,999 shares 2,999 $107K 0.05% +1 Timeline XNIEX VIRTUS EQUITY & CONV INCM FD More: the full row for VIRTUS EQUITY & CONV INCM FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,248 shares; 2025Q1: 4,248 shares; 2025Q2: 4,248 shares; 2025Q3: 4,248 shares; 2025Q4: 4,248 shares; 2026Q1: 4,248 shares; 2026Q2: 4,248 shares; 2026Q3: 4,248 shares 4,248 $106K 0.05% 0 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 527 shares; 2025Q4: 527 shares; 2026Q1: 527 shares; 2026Q2: 2,600 shares; 2026Q3: 2,600 shares 2,600 $105K 0.05% 0 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; 2024Q4: 5,000 shares; 2025Q1: 5,000 shares; 2025Q2: 5,000 shares; 2025Q3: 5,000 shares; 2025Q4: 5,000 shares; 2026Q1: 5,000 shares; 2026Q2: 5,000 shares; 2026Q3: 5,000 shares 5,000 $104K 0.05% 0 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 128 shares; 2025Q1: 128 shares; 2025Q2: 128 shares; 2025Q3: 106 shares; 2025Q4: 206 shares; 2026Q1: 106 shares; 2026Q2: 106 shares; 2026Q3: 110 shares 110 $101K 0.05% +4 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 541 shares; 2025Q1: 541 shares; 2025Q2: 541 shares; 2025Q3: 541 shares; 2025Q4: 541 shares; 2026Q1: 541 shares; 2026Q2: 541 shares; 2026Q3: 481 shares 481 $100K 0.05% -60 Timeline CAGE CALAMOS ETF TR More: the full row for CALAMOS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,269 shares; 2026Q3: 3,464 shares 3,464 $99.1K 0.05% +1,195 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 834 shares; 2025Q1: 1,153 shares; 2025Q2: 1,028 shares; 2025Q3: 1,122 shares; 2025Q4: 968 shares; 2026Q1: 1,007 shares; 2026Q2: 999 shares; 2026Q3: 1,399 shares 1,399 $97.9K 0.04% +400 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 975 shares; 2025Q1: 975 shares; 2025Q2: 975 shares; 2025Q3: 991 shares; 2025Q4: 991 shares; 2026Q1: 991 shares; 2026Q2: 991 shares; 2026Q3: 975 shares 975 $96.6K 0.04% -16 Timeline APC ARKO PETE CORP More: the full row for ARKO PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 6,425 shares 6,425 $95.5K 0.04% new Timeline JEPQ J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 255 shares; 2025Q4: 260 shares; 2026Q1: 961 shares; 2026Q2: 963 shares; 2026Q3: 1,546 shares 1,546 $94.7K 0.04% +583 Timeline SOFI SOFI TECHNOLOGIES INC More: the full row for SOFI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 10,240 shares; 2025Q1: 6,600 shares; 2025Q2: 6,600 shares; 2025Q3: 6,600 shares; 2025Q4: 6,600 shares; 2026Q1: 6,600 shares; 2026Q2: 6,000 shares; 2026Q3: 6,000 shares 6,000 $94.3K 0.04% 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; 2024Q4: 478 shares; 2025Q1: 878 shares; 2025Q2: 1,033 shares; 2025Q3: 480 shares; 2025Q4: 480 shares; 2026Q1: 480 shares; 2026Q2: 480 shares; 2026Q3: 480 shares 480 $91.6K 0.04% 0 Timeline OKLO OKLO INC More: the full row for OKLO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,647 shares; 2025Q1: 4,181 shares; 2025Q2: 4,191 shares; 2025Q3: 4,360 shares; 2025Q4: 2,268 shares; 2026Q1: 2,361 shares; 2026Q2: 2,514 shares; 2026Q3: 2,474 shares 2,474 $91.6K 0.04% -40 Timeline TOST TOAST INC More: the full row for TOAST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares; 2026Q1: 3,000 shares; 2026Q2: 3,025 shares; 2026Q3: 3,025 shares 3,025 $87.7K 0.04% 0 Timeline CAIQ CALAMOS ETF TR More: the full row for CALAMOS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,670 shares; 2026Q3: 3,261 shares 3,261 $85.4K 0.04% +1,591 Timeline VICI VICI PPTYS INC More: the full row for VICI PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 436 shares; 2025Q1: 740 shares; 2025Q2: 445 shares; 2025Q3: 451 shares; 2025Q4: 561 shares; 2026Q1: 1,101 shares; 2026Q2: 1,982 shares; 2026Q3: 3,718 shares 3,718 $85.4K 0.04% +1,736 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; 2024Q4: 2,955 shares; 2025Q1: 2,955 shares; 2025Q2: 2,935 shares; 2025Q3: 3,935 shares; 2025Q4: 3,935 shares; 2026Q1: 3,885 shares; 2026Q2: 4,318 shares; 2026Q3: 4,318 shares 4,318 $85.4K 0.04% 0 Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 55 shares; 2025Q1: 55 shares; 2025Q2: 60 shares; 2025Q3: 45 shares; 2025Q4: 45 shares; 2026Q1: 245 shares; 2026Q2: 245 shares; 2026Q3: 245 shares 245 $85.1K 0.04% 0 Timeline CAIE CALAMOS ETF TR More: the full row for CALAMOS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,645 shares; 2026Q3: 3,157 shares 3,157 $84K 0.04% +1,512 Timeline LEU CENTRUS ENERGY CORP More: the full row for CENTRUS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares; 2025Q3: 744 shares; 2025Q4: 594 shares; 2026Q1: 594 shares; 2026Q2: 594 shares; 2026Q3: 594 shares 594 $82.9K 0.04% 0 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 194 shares; 2025Q1: 87 shares; 2025Q2: 85 shares; 2025Q3: 86 shares; 2025Q4: 126 shares; 2026Q1: 191 shares; 2026Q2: 202 shares; 2026Q3: 87 shares 87 $82.7K 0.04% -115 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; 2024Q4: 150 shares; 2025Q1: 169 shares; 2025Q2: 168 shares; 2025Q3: 168 shares; 2025Q4: 168 shares; 2026Q1: 170 shares; 2026Q2: 168 shares; 2026Q3: 168 shares 168 $81.2K 0.04% 0 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 803 shares; 2025Q1: 809 shares; 2025Q2: 1,263 shares; 2025Q3: 1,276 shares; 2025Q4: 1,169 shares; 2026Q1: 1,182 shares; 2026Q2: 1,192 shares; 2026Q3: 1,202 shares 1,202 $80.9K 0.04% +10 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; 2024Q4: 2,844 shares; 2025Q1: 3,028 shares; 2025Q2: 2,964 shares; 2025Q3: 2,855 shares; 2025Q4: 2,864 shares; 2026Q1: 3,189 shares; 2026Q2: 3,208 shares; 2026Q3: 3,269 shares 3,269 $79.8K 0.04% +61 Timeline RDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 715 shares; 2026Q1: 854 shares; 2026Q2: 880 shares; 2026Q3: 1,008 shares 1,008 $78.9K 0.04% +128 Timeline FNF FIDELITY NATL FINL INC More: the full row for FIDELITY NATL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,301 shares; 2026Q3: 2,041 shares 2,041 $78.9K 0.04% -260 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 420 shares; 2025Q1: 420 shares; 2025Q2: 420 shares; 2025Q3: 420 shares; 2025Q4: 220 shares; 2026Q1: 822 shares; 2026Q2: 1,046 shares; 2026Q3: 1,144 shares 1,144 $76.4K 0.04% +98 Timeline BNL BROADSTONE NET LEASE INC More: the full row for BROADSTONE NET LEASE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,830 shares; 2025Q3: 2,830 shares; 2025Q4: 2,830 shares; 2026Q1: 3,650 shares; 2026Q2: 3,650 shares; 2026Q3: 4,126 shares 4,126 $76.3K 0.04% +476 Timeline ACYN 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 3,654 shares 3,654 $76.2K 0.03% new Timeline FLRN SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 64 shares; 2025Q2: 64 shares; 2025Q3: 64 shares; 2025Q4: 64 shares; 2026Q1: 64 shares; 2026Q2: 64 shares; 2026Q3: 2,464 shares 2,464 $76K 0.03% +2,400 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 42 shares; 2025Q1: 42 shares; 2025Q2: 42 shares; 2025Q3: 42 shares; 2025Q4: 42 shares; 2026Q1: 42 shares; 2026Q2: 133 shares; 2026Q3: 193 shares 193 $74.8K 0.03% +60 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 572 shares; 2025Q1: 572 shares; 2025Q2: 572 shares; 2025Q3: 558 shares; 2025Q4: 558 shares; 2026Q1: 529 shares; 2026Q2: 529 shares; 2026Q3: 529 shares 529 $72.8K 0.03% 0 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 151 shares; 2025Q1: 131 shares; 2025Q2: 89 shares; 2025Q3: 89 shares; 2025Q4: 89 shares; 2026Q1: 89 shares; 2026Q2: 89 shares; 2026Q3: 139 shares 139 $72.7K 0.03% +50 Timeline TWLO TWILIO INC More: the full row for TWILIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 9 shares; 2025Q1: 9 shares; 2025Q2: 9 shares; 2025Q3: 9 shares; 2025Q4: 233 shares; 2026Q1: 243 shares; 2026Q2: 243 shares; 2026Q3: 243 shares 243 $71.1K 0.03% 0 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 15 shares; 2025Q1: 15 shares; 2025Q2: 15 shares; 2025Q3: 103 shares; 2025Q4: 41 shares; 2026Q1: 91 shares; 2026Q2: 96 shares; 2026Q3: 138 shares 138 $70.2K 0.03% +42 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 60 shares; 2025Q1: 45 shares; 2025Q2: 315 shares; 2025Q3: 250 shares; 2025Q4: 250 shares; 2026Q1: 250 shares; 2026Q2: 1,440 shares; 2026Q3: 1,440 shares 1,440 $70.2K 0.03% 0 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 447 shares; 2025Q1: 443 shares; 2025Q2: 439 shares; 2025Q3: 439 shares; 2025Q4: 461 shares; 2026Q1: 431 shares; 2026Q2: 445 shares; 2026Q3: 445 shares 445 $69K 0.03% 0 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 709 shares; 2025Q1: 709 shares; 2025Q2: 709 shares; 2025Q3: 672 shares; 2025Q4: 832 shares; 2026Q1: 580 shares; 2026Q2: 322 shares; 2026Q3: 322 shares 322 $67.8K 0.03% 0 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 96 shares; 2025Q1: 96 shares; 2025Q2: 96 shares; 2025Q3: 96 shares; 2025Q4: 97 shares; 2026Q1: 97 shares; 2026Q2: 97 shares; 2026Q3: 401 shares 401 $67.6K 0.03% +304 Timeline BTC GRAYSCALE BITCOIN MINI TR ET More: the full row for GRAYSCALE BITCOIN MINI TR ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,790 shares; 2025Q1: 2,790 shares; 2025Q2: 2,814 shares; 2025Q3: 2,964 shares; 2025Q4: 1,839 shares; 2026Q1: 1,839 shares; 2026Q2: 1,783 shares; 2026Q3: 1,783 shares 1,783 $65.9K 0.03% 0 Timeline KVUE KENVUE INC More: the full row for KENVUE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 78,513 shares; 2025Q1: 80,140 shares; 2025Q2: 79,430 shares; 2025Q3: 79,257 shares; 2025Q4: 4,205 shares; 2026Q1: 3,711 shares; 2026Q2: 3,712 shares; 2026Q3: 3,713 shares 3,713 $65.6K 0.03% +1 Timeline AHRT AH RLTY TR INC More: the full row for AH RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,000 shares; 2026Q1: 4,538 shares; 2026Q2: 4,615 shares; 2026Q3: 10,600 shares 10,600 $64.7K 0.03% +5,985 Timeline EZRO LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 2,479 shares 2,479 $62.7K 0.03% new Timeline CVE CENOVUS ENERGY INC More: the full row for CENOVUS ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,000 shares; 2026Q2: 2,000 shares; 2026Q3: 2,000 shares 2,000 $62.2K 0.03% 0 Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 921 shares; 2025Q1: 921 shares; 2025Q2: 671 shares; 2025Q3: 671 shares; 2025Q4: 621 shares; 2026Q1: 621 shares; 2026Q2: 621 shares; 2026Q3: 571 shares 571 $61.4K 0.03% -50 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 365 shares; 2025Q1: 282 shares; 2025Q2: 313 shares; 2025Q3: 315 shares; 2025Q4: 256 shares; 2026Q1: 1,307 shares; 2026Q2: 322 shares; 2026Q3: 330 shares 330 $61.4K 0.03% +8 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; 2024Q4: 160 shares; 2025Q1: 212 shares; 2025Q2: 212 shares; 2025Q3: 212 shares; 2025Q4: 212 shares; 2026Q1: 178 shares; 2026Q2: 178 shares; 2026Q3: 170 shares 170 $60.6K 0.03% -8 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 470 shares; 2025Q1: 470 shares; 2025Q2: 470 shares; 2025Q3: 470 shares; 2025Q4: 440 shares; 2026Q1: 440 shares; 2026Q2: 440 shares; 2026Q3: 440 shares 440 $60.6K 0.03% 0 Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 664 shares; 2025Q1: 664 shares; 2025Q2: 664 shares; 2025Q3: 664 shares; 2025Q4: 664 shares; 2026Q1: 664 shares; 2026Q2: 666 shares; 2026Q3: 666 shares 666 $60.5K 0.03% 0 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 287 shares; 2026Q3: 286 shares 286 $60.3K 0.03% -1 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; 2024Q4: 338 shares; 2025Q1: 325 shares; 2025Q2: 460 shares; 2025Q3: 455 shares; 2025Q4: 455 shares; 2026Q1: 452 shares; 2026Q2: 679 shares; 2026Q3: 568 shares 568 $59.5K 0.03% -111 Timeline WWD WOODWARD INC More: the full row for WOODWARD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 178 shares; 2025Q1: 178 shares; 2025Q2: 178 shares; 2025Q3: 178 shares; 2025Q4: 178 shares; 2026Q1: 178 shares; 2026Q2: 178 shares; 2026Q3: 178 shares 178 $58.5K 0.03% 0 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; 2024Q4: 370 shares; 2025Q1: 370 shares; 2025Q2: 370 shares; 2025Q3: 370 shares; 2025Q4: 370 shares; 2026Q1: 370 shares; 2026Q2: 370 shares; 2026Q3: 370 shares 370 $58.4K 0.03% 0 Timeline NVTS NAVITAS SEMICONDUCTOR CORP More: the full row for NAVITAS SEMICONDUCTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,000 shares; 2026Q2: 5,000 shares; 2026Q3: 5,000 shares 5,000 $58K 0.03% 0 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; 2024Q4: 30 shares; 2025Q1: 300 shares; 2025Q2: 443 shares; 2025Q3: 443 shares; 2025Q4: 443 shares; 2026Q1: 843 shares; 2026Q2: 843 shares; 2026Q3: 843 shares 843 $57.3K 0.03% 0 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 474 shares; 2025Q1: 474 shares; 2025Q2: 474 shares; 2025Q3: 472 shares; 2025Q4: 378 shares; 2026Q1: 378 shares; 2026Q2: 378 shares; 2026Q3: 378 shares 378 $56.2K 0.03% 0 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; 2024Q4: 992 shares; 2025Q1: 983 shares; 2025Q2: 651 shares; 2025Q3: 651 shares; 2025Q4: 651 shares; 2026Q1: 651 shares; 2026Q2: 651 shares; 2026Q3: 651 shares 651 $55.8K 0.03% 0 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 144 shares; 2025Q1: 132 shares; 2025Q2: 214 shares; 2025Q3: 214 shares; 2025Q4: 214 shares; 2026Q1: 214 shares; 2026Q2: 214 shares; 2026Q3: 214 shares 214 $54.6K 0.03% 0 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 17,968 shares; 2025Q1: 20,142 shares; 2025Q2: 20,372 shares; 2025Q3: 20,463 shares; 2025Q4: 20,651 shares; 2026Q1: 21,430 shares; 2026Q2: 650 shares; 2026Q3: 633 shares 633 $54.6K 0.03% -17 Timeline EQT EQT CORP More: the full row for EQT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,010 shares; 2025Q1: 1,122 shares; 2025Q2: 1,122 shares; 2025Q3: 1,122 shares; 2025Q4: 1,122 shares; 2026Q1: 1,122 shares; 2026Q2: 1,122 shares; 2026Q3: 1,122 shares 1,122 $54.5K 0.02% 0 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 92 shares; 2025Q2: 90 shares; 2025Q3: 30 shares; 2025Q4: 16 shares; 2026Q1: 49 shares; 2026Q2: 30 shares; 2026Q3: 30 shares 30 $54.4K 0.02% 0 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 464 shares; 2025Q1: 431 shares; 2025Q2: 431 shares; 2025Q3: 431 shares; 2025Q4: 451 shares; 2026Q1: 541 shares; 2026Q2: 478 shares; 2026Q3: 478 shares 478 $53.6K 0.02% 0 Timeline WPC WP CAREY INC More: the full row for WP CAREY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 921 shares; 2025Q1: 925 shares; 2025Q2: 644 shares; 2025Q3: 648 shares; 2025Q4: 649 shares; 2026Q1: 836 shares; 2026Q2: 948 shares; 2026Q3: 821 shares 821 $53.1K 0.02% -127 Timeline SPAB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,214 shares; 2025Q1: 1,230 shares; 2025Q2: 2,329 shares; 2025Q3: 2,884 shares; 2025Q4: 3,039 shares; 2026Q1: 3,063 shares; 2026Q2: 1,751 shares; 2026Q3: 2,168 shares 2,168 $52.8K 0.02% +417 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,816 shares; 2025Q3: 1,859 shares; 2025Q4: 1,903 shares; 2026Q1: 1,954 shares; 2026Q2: 2,004 shares; 2026Q3: 2,704 shares 2,704 $51.6K 0.02% +700 Timeline NANR 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; 2024Q4: 608 shares; 2025Q1: 608 shares; 2025Q2: 608 shares; 2025Q3: 608 shares; 2025Q4: 608 shares; 2026Q1: 608 shares; 2026Q2: 608 shares; 2026Q3: 608 shares 608 $50.9K 0.02% 0 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,608 shares; 2025Q1: 106 shares; 2025Q2: 95 shares; 2025Q3: 80 shares; 2025Q4: 79 shares; 2026Q1: 84 shares; 2026Q2: 100 shares; 2026Q3: 100 shares 100 $50.9K 0.02% 0 Timeline ORA ORMAT TECHNOLOGIES INC More: the full row for ORMAT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 300 shares; 2026Q1: 550 shares; 2026Q2: 550 shares; 2026Q3: 550 shares 550 $50.3K 0.02% 0 Timeline CBOX CALAMOS ETF TR More: the full row for CALAMOS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 493 shares 493 $50.2K 0.02% new Timeline DLAG 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 1,486 shares 1,486 $50.2K 0.02% new Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 791 shares; 2025Q1: 810 shares; 2025Q2: 907 shares; 2025Q3: 827 shares; 2025Q4: 807 shares; 2026Q1: 488 shares; 2026Q2: 482 shares; 2026Q3: 398 shares 398 $49.8K 0.02% -84 Timeline TFLO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 973 shares 973 $49.3K 0.02% new 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; 2024Q4: 1,194 shares; 2025Q1: 1,250 shares; 2025Q2: 1,301 shares; 2025Q3: 117 shares; 2025Q4: 101 shares; 2026Q1: 101 shares; 2026Q2: 97 shares; 2026Q3: 119 shares 119 $48.4K 0.02% +22 Timeline OGE OGE ENERGY CORP More: the full row for OGE ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,256 shares; 2025Q1: 1,268 shares; 2025Q2: 1,280 shares; 2025Q3: 1,292 shares; 2025Q4: 1,013 shares; 2026Q1: 1,023 shares; 2026Q2: 1,032 shares; 2026Q3: 1,041 shares 1,041 $47.3K 0.02% +9 Timeline GBTC GRAYSCALE BITCOIN TRUST ETF More: the full row for GRAYSCALE BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 723 shares; 2025Q1: 723 shares; 2025Q2: 723 shares; 2025Q3: 723 shares; 2025Q4: 723 shares; 2026Q1: 723 shares; 2026Q2: 723 shares; 2026Q3: 723 shares 723 $46.7K 0.02% 0 Timeline P EVERPURE INC More: the full row for EVERPURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 14,520 shares; 2025Q1: 572 shares; 2025Q2: 528 shares; 2025Q3: 413 shares; 2025Q4: 354 shares; 2026Q1: 354 shares; 2026Q2: 354 shares; 2026Q3: 354 shares 354 $46.3K 0.02% 0 Timeline BKR BAKER HUGHES COMPANY More: the full row for BAKER HUGHES COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 318 shares; 2025Q1: 318 shares; 2025Q2: 540 shares; 2025Q3: 540 shares; 2025Q4: 840 shares; 2026Q1: 840 shares; 2026Q2: 840 shares; 2026Q3: 840 shares 840 $46.1K 0.02% 0 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 351 shares; 2025Q1: 474 shares; 2025Q2: 474 shares; 2025Q3: 474 shares; 2025Q4: 474 shares; 2026Q1: 474 shares; 2026Q2: 474 shares; 2026Q3: 474 shares 474 $44.6K 0.02% 0 Timeline AROC ARCHROCK INC More: the full row for ARCHROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,467 shares; 2025Q1: 1,467 shares; 2025Q2: 1,467 shares; 2025Q3: 1,467 shares; 2025Q4: 1,467 shares; 2026Q1: 1,467 shares; 2026Q2: 1,467 shares; 2026Q3: 1,467 shares 1,467 $44.4K 0.02% 0 Timeline HONA HONEYWELL AEROSPACE INC More: the full row for HONEYWELL AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 286 shares; 2026Q3: 286 shares 286 $44.3K 0.02% 0 Timeline TQQQ PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 1,636 shares; 2025Q2: 1,118 shares; 2025Q3: 772 shares; 2025Q4: 702 shares; 2026Q1: 702 shares; 2026Q2: 702 shares; 2026Q3: 557 shares 557 $43.5K 0.02% -145 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 366 shares; 2025Q1: 12,277 shares; 2025Q2: 12,935 shares; 2025Q3: 479 shares; 2025Q4: 489 shares; 2026Q1: 455 shares; 2026Q2: 462 shares; 2026Q3: 462 shares 462 $43.2K 0.02% 0 Timeline AHR AMERICAN HEALTHCARE REIT INC More: the full row for AMERICAN HEALTHCARE REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 832 shares; 2025Q2: 832 shares; 2025Q3: 832 shares; 2025Q4: 832 shares; 2026Q1: 832 shares; 2026Q2: 832 shares; 2026Q3: 832 shares 832 $42.6K 0.02% 0 Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 233 shares; 2025Q1: 242 shares; 2025Q2: 242 shares; 2025Q3: 242 shares; 2025Q4: 184 shares; 2026Q1: 110 shares; 2026Q2: 108 shares; 2026Q3: 240 shares 240 $42.2K 0.02% +132 Timeline AKRE PROFESIONALLY MANAGED PORTFO More: the full row for PROFESIONALLY MANAGED PORTFO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 792 shares; 2026Q1: 792 shares; 2026Q2: 792 shares; 2026Q3: 792 shares 792 $41.7K 0.02% 0 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 287 shares; 2025Q1: 287 shares; 2025Q2: 287 shares; 2025Q3: 287 shares; 2025Q4: 287 shares; 2026Q1: 287 shares; 2026Q2: 287 shares; 2026Q3: 287 shares 287 $41.5K 0.02% 0 Timeline GSAT GLOBALSTAR INC More: the full row for GLOBALSTAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 500 shares; 2026Q2: 500 shares; 2026Q3: 500 shares 500 $41.4K 0.02% 0 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,537 shares; 2025Q1: 2,810 shares; 2025Q2: 2,816 shares; 2025Q3: 2,848 shares; 2025Q4: 2,876 shares; 2026Q1: 3,371 shares; 2026Q2: 3,397 shares; 2026Q3: 3,428 shares 3,428 $41.3K 0.02% +31 Timeline ETH GRAYSCALE ETHEREUM STAKING More: the full row for GRAYSCALE ETHEREUM STAKING Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 904 shares; 2025Q1: 904 shares; 2025Q2: 905 shares; 2025Q3: 3,845 shares; 2025Q4: 1,710 shares; 2026Q1: 1,710 shares; 2026Q2: 1,615 shares; 2026Q3: 1,619 shares 1,619 $41.3K 0.02% +4 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; 2024Q4: 264 shares; 2025Q1: 269 shares; 2025Q2: 93 shares; 2025Q3: 93 shares; 2025Q4: 93 shares; 2026Q1: 93 shares; 2026Q2: 433 shares; 2026Q3: 534 shares 534 $41K 0.02% +101 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 250 shares; 2026Q2: 250 shares; 2026Q3: 250 shares 250 $41K 0.02% 0 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 610 shares; 2025Q1: 660 shares; 2025Q2: 704 shares; 2025Q3: 665 shares; 2025Q4: 666 shares; 2026Q1: 654 shares; 2026Q2: 655 shares; 2026Q3: 656 shares 656 $40.9K 0.02% +1 Timeline CSR CENTERSPACE More: the full row for CENTERSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 75 shares; 2025Q2: 748 shares; 2025Q3: 748 shares; 2025Q4: 748 shares; 2026Q1: 748 shares; 2026Q2: 748 shares; 2026Q3: 748 shares 748 $40.7K 0.02% 0 Timeline B BARRICK MNG CORP More: the full row for BARRICK MNG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares; 2026Q1: 1,000 shares; 2026Q2: 1,000 shares; 2026Q3: 1,000 shares 1,000 $40.7K 0.02% 0 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; 2024Q4: 210 shares; 2025Q1: 185 shares; 2025Q2: 172 shares; 2025Q3: 172 shares; 2025Q4: 184 shares; 2026Q1: 184 shares; 2026Q2: 184 shares; 2026Q3: 220 shares 220 $40.5K 0.02% +36 Timeline MPWR MONOLITHIC PWR SYS INC More: the full row for MONOLITHIC PWR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 35 shares; 2025Q1: 30 shares; 2025Q2: 30 shares; 2025Q3: 30 shares; 2025Q4: 30 shares; 2026Q1: 30 shares; 2026Q2: 30 shares; 2026Q3: 30 shares 30 $40.4K 0.02% 0 Timeline GCOW PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 533 shares; 2025Q1: 533 shares; 2025Q2: 533 shares; 2025Q3: 956 shares; 2025Q4: 663 shares; 2026Q1: 663 shares; 2026Q2: 903 shares; 2026Q3: 903 shares 903 $40.4K 0.02% 0 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 26,515 shares; 2025Q1: 1,836 shares; 2025Q2: 640 shares; 2025Q3: 640 shares; 2025Q4: 681 shares; 2026Q1: 667 shares; 2026Q2: 1,967 shares; 2026Q3: 1,842 shares 1,842 $40.1K 0.02% -125 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 470 shares; 2025Q1: 417 shares; 2025Q2: 583 shares; 2025Q3: 654 shares; 2025Q4: 453 shares; 2026Q1: 415 shares; 2026Q2: 416 shares; 2026Q3: 426 shares 426 $40K 0.02% +10 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 69 shares; 2025Q1: 84 shares; 2025Q2: 54 shares; 2025Q3: 69 shares; 2025Q4: 69 shares; 2026Q1: 109 shares; 2026Q2: 300 shares; 2026Q3: 303 shares 303 $39.3K 0.02% +3 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; 2024Q4: 158 shares; 2025Q1: 158 shares; 2025Q2: 158 shares; 2025Q3: 158 shares; 2025Q4: 158 shares; 2026Q1: 158 shares; 2026Q2: 158 shares; 2026Q3: 158 shares 158 $38.9K 0.02% 0 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; 2024Q4: 195 shares; 2025Q1: 195 shares; 2025Q2: 195 shares; 2025Q3: 170 shares; 2025Q4: 170 shares; 2026Q1: 170 shares; 2026Q2: 170 shares; 2026Q3: 170 shares 170 $38.7K 0.02% 0 Timeline CF CF INDUSTRIES HOLD More: the full row for CF INDUSTRIES HOLD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 332 shares; 2025Q1: 332 shares; 2025Q2: 332 shares; 2025Q3: 332 shares; 2025Q4: 332 shares; 2026Q1: 332 shares; 2026Q2: 332 shares; 2026Q3: 332 shares 332 $38.2K 0.02% 0 Timeline MP MP MATERIALS CORP More: the full row for MP MATERIALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 629 shares; 2025Q1: 629 shares; 2025Q2: 629 shares; 2025Q3: 806 shares; 2025Q4: 806 shares; 2026Q1: 806 shares; 2026Q2: 806 shares; 2026Q3: 806 shares 806 $38.1K 0.02% 0 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,137 shares; 2025Q1: 888 shares; 2025Q2: 682 shares; 2025Q3: 1,020 shares; 2025Q4: 1,039 shares; 2026Q1: 944 shares; 2026Q2: 764 shares; 2026Q3: 764 shares 764 $36.2K 0.02% 0 Timeline GATX GATX CORP More: the full row for GATX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 212 shares; 2025Q1: 212 shares; 2025Q2: 212 shares; 2025Q3: 212 shares; 2025Q4: 212 shares; 2026Q1: 212 shares; 2026Q2: 212 shares; 2026Q3: 212 shares 212 $36K 0.02% 0 Timeline ETHA ISHARES ETHEREUM TR More: the full row for ISHARES ETHEREUM TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 21,288 shares; 2025Q1: 1,992 shares; 2025Q2: 1,277 shares; 2025Q3: 3,656 shares; 2025Q4: 3,171 shares; 2026Q1: 1,589 shares; 2026Q2: 1,743 shares; 2026Q3: 1,743 shares 1,743 $35.1K 0.02% 0 Timeline CSQ CALAMOS STRATEGIC TOTAL RETU More: the full row for CALAMOS STRATEGIC TOTAL RETU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,090 shares; 2025Q1: 3,090 shares; 2025Q2: 3,090 shares; 2025Q3: 3,090 shares; 2025Q4: 3,090 shares; 2026Q1: 3,090 shares; 2026Q2: 1,690 shares; 2026Q3: 1,690 shares 1,690 $34.5K 0.02% 0 Timeline ESBA EMPIRE ST RLTY OP L P More: the full row for EMPIRE ST RLTY OP L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,603 shares; 2025Q4: 8,603 shares; 2026Q1: 8,603 shares; 2026Q2: 8,603 shares; 2026Q3: 8,603 shares 8,603 $34.4K 0.02% 0 Timeline MAKX PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 500 shares; 2026Q3: 500 shares 500 $34.1K 0.02% 0 Timeline FCFS FIRSTCASH HOLDINGS INC More: the full row for FIRSTCASH HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 161 shares; 2025Q1: 161 shares; 2025Q2: 161 shares; 2025Q3: 161 shares; 2025Q4: 161 shares; 2026Q1: 161 shares; 2026Q2: 161 shares; 2026Q3: 161 shares 161 $34K 0.02% 0 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 400 shares 400 $34K 0.02% new Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 39 shares; 2025Q2: 39 shares; 2025Q3: 39 shares; 2025Q4: 157 shares; 2026Q1: 347 shares; 2026Q2: 164 shares; 2026Q3: 164 shares 164 $34K 0.02% 0 Timeline TDY TELEDYNE TECHNOLOGIES INC More: the full row for TELEDYNE TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 61 shares; 2025Q1: 55 shares; 2025Q2: 55 shares; 2025Q3: 55 shares; 2025Q4: 55 shares; 2026Q1: 55 shares; 2026Q2: 55 shares; 2026Q3: 55 shares 55 $33.4K 0.02% 0 Timeline BUFY 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 1,400 shares 1,400 $33.2K 0.02% new Timeline BETA BETA TECHNOLOGIES INC More: the full row for BETA TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,493 shares; 2026Q1: 1,493 shares; 2026Q2: 1,493 shares; 2026Q3: 1,493 shares 1,493 $33K 0.02% 0 Timeline LRGF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 420 shares; 2025Q1: 420 shares; 2025Q2: 420 shares; 2025Q3: 420 shares; 2025Q4: 420 shares; 2026Q1: 420 shares; 2026Q2: 420 shares; 2026Q3: 420 shares 420 $32.7K 0.01% 0 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 145 shares; 2025Q1: 145 shares; 2025Q2: 145 shares; 2025Q3: 168 shares; 2025Q4: 168 shares; 2026Q1: 168 shares; 2026Q2: 168 shares; 2026Q3: 145 shares 145 $32.2K 0.01% -23 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; 2024Q4: 136 shares; 2025Q1: 125 shares; 2025Q2: 125 shares; 2025Q3: 146 shares; 2025Q4: 125 shares; 2026Q1: 125 shares; 2026Q2: 125 shares; 2026Q3: 125 shares 125 $32.2K 0.01% 0 Timeline ALAB ASTERA LABS INC More: the full row for ASTERA LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 90 shares; 2026Q3: 90 shares 90 $32K 0.01% 0 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 414 shares; 2025Q1: 414 shares; 2025Q2: 414 shares; 2025Q3: 414 shares; 2025Q4: 414 shares; 2026Q1: 414 shares; 2026Q2: 414 shares; 2026Q3: 414 shares 414 $32K 0.01% 0 Timeline BSJR INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 390 shares; 2025Q1: 810 shares; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 1,445 shares; 2026Q1: 1,445 shares; 2026Q2: 1,445 shares; 2026Q3: 1,445 shares 1,445 $31.9K 0.01% 0 Timeline FLEX FLEX LTD More: the full row for FLEX LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 594 shares; 2025Q1: 594 shares; 2025Q2: 594 shares; 2025Q3: 290 shares; 2025Q4: 290 shares; 2026Q1: 290 shares; 2026Q2: 290 shares; 2026Q3: 290 shares 290 $31.9K 0.01% 0 Timeline AOM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 627 shares; 2025Q1: 627 shares; 2025Q2: 629 shares; 2025Q3: 611 shares; 2025Q4: 632 shares; 2026Q1: 632 shares; 2026Q2: 635 shares; 2026Q3: 639 shares 639 $31.1K 0.01% +4 Timeline KEY KEYCORP More: the full row for KEYCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,542 shares; 2025Q1: 1,542 shares; 2025Q2: 1,542 shares; 2025Q3: 1,542 shares; 2025Q4: 1,542 shares; 2026Q1: 1,542 shares; 2026Q2: 1,542 shares; 2026Q3: 1,542 shares 1,542 $30.9K 0.01% 0 Timeline TEX TEREX CORP NEW More: the full row for TEREX CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 583 shares; 2026Q3: 583 shares 583 $30.7K 0.01% 0 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 469 shares; 2025Q1: 431 shares; 2025Q2: 431 shares; 2025Q3: 31 shares; 2025Q4: 31 shares; 2026Q1: 65 shares; 2026Q2: 197 shares; 2026Q3: 197 shares 197 $30.5K 0.01% 0 Timeline OKTA OKTA INC More: the full row for OKTA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 92 shares; 2025Q1: 246 shares; 2025Q2: 146 shares; 2025Q3: 146 shares; 2025Q4: 146 shares; 2026Q1: 146 shares; 2026Q2: 146 shares; 2026Q3: 146 shares 146 $30.5K 0.01% 0 Timeline SYM SYMBOTIC INC More: the full row for SYMBOTIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 300 shares; 2025Q4: 300 shares; 2026Q1: 300 shares; 2026Q2: 800 shares; 2026Q3: 724 shares 724 $30.5K 0.01% -76 Timeline APO APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 183 shares; 2025Q1: 257 shares; 2025Q2: 257 shares; 2025Q3: 257 shares; 2025Q4: 257 shares; 2026Q1: 262 shares; 2026Q2: 262 shares; 2026Q3: 262 shares 262 $30.4K 0.01% 0 Timeline DPRO DRAGANFLY INC. More: the full row for DRAGANFLY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 5,000 shares 5,000 $30.4K 0.01% new Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 58 shares; 2025Q1: 58 shares; 2025Q2: 58 shares; 2025Q3: 86 shares; 2025Q4: 86 shares; 2026Q1: 58 shares; 2026Q2: 218 shares; 2026Q3: 218 shares 218 $30.2K 0.01% 0 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 833 shares; 2025Q1: 867 shares; 2025Q2: 862 shares; 2025Q3: 4,045 shares; 2025Q4: 2,699 shares; 2026Q1: 880 shares; 2026Q2: 865 shares; 2026Q3: 850 shares 850 $30.1K 0.01% -15 Timeline UFPT UFP TECHNOLOGIES INC More: the full row for UFP TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 100 shares; 2025Q4: 100 shares; 2026Q1: 100 shares; 2026Q2: 100 shares; 2026Q3: 100 shares 100 $29.7K 0.01% 0 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 140 shares; 2025Q1: 140 shares; 2025Q2: 140 shares; 2025Q3: 140 shares; 2025Q4: 140 shares; 2026Q1: 140 shares; 2026Q2: 140 shares; 2026Q3: 140 shares 140 $29.4K 0.01% 0 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 19 shares; 2025Q1: 19 shares; 2025Q2: 34 shares; 2025Q3: 34 shares; 2025Q4: 54 shares; 2026Q1: 54 shares; 2026Q2: 54 shares; 2026Q3: 54 shares 54 $29.1K 0.01% 0 Timeline MUC BLACKROCK MUNIHLDNGS CALI More: the full row for BLACKROCK MUNIHLDNGS CALI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 700 shares; 2025Q4: 700 shares; 2026Q1: 2,975 shares; 2026Q2: 2,975 shares; 2026Q3: 2,975 shares 2,975 $29K 0.01% 0 Timeline NTAP NETAPP INC More: the full row for NETAPP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 122 shares; 2025Q1: 122 shares; 2025Q2: 137 shares; 2025Q3: 137 shares; 2025Q4: 137 shares; 2026Q1: 137 shares; 2026Q2: 137 shares; 2026Q3: 137 shares 137 $28.8K 0.01% 0 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,140 shares; 2025Q3: 1,141 shares; 2025Q4: 1,141 shares; 2026Q1: 1,141 shares; 2026Q2: 941 shares; 2026Q3: 941 shares 941 $28.4K 0.01% 0 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 185 shares; 2025Q3: 487 shares; 2025Q4: 491 shares; 2026Q1: 496 shares; 2026Q2: 501 shares; 2026Q3: 507 shares 507 $28.3K 0.01% +6 Timeline KLIC KULICKE & SOFFA INDS INC More: the full row for KULICKE & SOFFA INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 300 shares 300 $28.3K 0.01% new Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 22 shares; 2025Q1: 136 shares; 2025Q2: 137 shares; 2025Q3: 257 shares; 2025Q4: 137 shares; 2026Q1: 137 shares; 2026Q2: 217 shares; 2026Q3: 217 shares 217 $28K 0.01% 0 Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 174 shares; 2025Q1: 174 shares; 2025Q2: 174 shares; 2025Q3: 174 shares; 2025Q4: 174 shares; 2026Q1: 174 shares; 2026Q2: 174 shares; 2026Q3: 174 shares 174 $27.9K 0.01% 0 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; 2024Q4: 50 shares; 2025Q1: 76 shares; 2025Q2: 76 shares; 2025Q3: 76 shares; 2025Q4: 76 shares; 2026Q1: 76 shares; 2026Q2: 122 shares; 2026Q3: 122 shares 122 $27.1K 0.01% 0 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 427 shares; 2025Q1: 380 shares; 2025Q2: 596 shares; 2025Q3: 696 shares; 2025Q4: 702 shares; 2026Q1: 707 shares; 2026Q2: 452 shares; 2026Q3: 571 shares 571 $27K 0.01% +119 Timeline COHR COHERENT CORP More: the full row for COHERENT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 25 shares; 2025Q1: 25 shares; 2025Q2: 25 shares; 2025Q3: 25 shares; 2025Q4: 25 shares; 2026Q1: 25 shares; 2026Q2: 93 shares; 2026Q3: 93 shares 93 $26.8K 0.01% 0 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 30 shares; 2025Q1: 133 shares; 2025Q2: 138 shares; 2025Q3: 195 shares; 2025Q4: 138 shares; 2026Q1: 138 shares; 2026Q2: 138 shares; 2026Q3: 138 shares 138 $26.6K 0.01% 0 Timeline FALN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 592 shares; 2025Q1: 602 shares; 2025Q2: 1,125 shares; 2025Q3: 1,336 shares; 2025Q4: 1,404 shares; 2026Q1: 1,417 shares; 2026Q2: 802 shares; 2026Q3: 1,024 shares 1,024 $26.5K 0.01% +222 Timeline LMBS 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 540 shares; 2026Q2: 540 shares; 2026Q3: 540 shares 540 $26.2K 0.01% 0 Timeline CBRS CEREBRAS SYSTEMS INC More: the full row for CEREBRAS SYSTEMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 146 shares; 2026Q3: 146 shares 146 $25.9K 0.01% 0 Timeline NOV NOV INC More: the full row for NOV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,350 shares; 2026Q3: 1,350 shares 1,350 $25.3K 0.01% 0 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 719 shares 719 $25.1K 0.01% new Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 104 shares; 2025Q4: 82 shares; 2026Q1: 82 shares; 2026Q2: 82 shares; 2026Q3: 82 shares 82 $25K 0.01% 0 Timeline CIEN CIENA CORP More: the full row for CIENA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 200 shares; 2026Q1: not reported; 2026Q2: 71 shares; 2026Q3: 71 shares 71 $25K 0.01% 0 Timeline FLXR TCW ETF TRUST More: the full row for TCW ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 651 shares 651 $24.7K 0.01% new 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; 2024Q4: 50 shares; 2025Q1: 50 shares; 2025Q2: 50 shares; 2025Q3: 50 shares; 2025Q4: 50 shares; 2026Q1: 50 shares; 2026Q2: 50 shares; 2026Q3: 50 shares 50 $24.6K 0.01% 0 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 416 shares; 2025Q1: 416 shares; 2025Q2: 398 shares; 2025Q3: 398 shares; 2025Q4: 399 shares; 2026Q1: 399 shares; 2026Q2: 369 shares; 2026Q3: 230 shares 230 $24.5K 0.01% -139 Timeline MSIF MSC INCOME FUND INC More: the full row for MSC INCOME FUND INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 691 shares; 2025Q4: 1,383 shares; 2026Q1: 2,076 shares; 2026Q2: 2,076 shares; 2026Q3: 2,076 shares 2,076 $24.4K 0.01% 0 Timeline DON WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 450 shares; 2025Q1: 450 shares; 2025Q2: 450 shares; 2025Q3: 450 shares; 2025Q4: 450 shares; 2026Q1: 450 shares; 2026Q2: 450 shares; 2026Q3: 450 shares 450 $24.3K 0.01% 0 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 128 shares; 2025Q1: 105 shares; 2025Q2: 105 shares; 2025Q3: 105 shares; 2025Q4: 105 shares; 2026Q1: 105 shares; 2026Q2: 105 shares; 2026Q3: 105 shares 105 $24.2K 0.01% 0 Timeline MIR MIRION TECHNOLOGIES INC More: the full row for MIRION TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,100 shares; 2025Q4: 1,350 shares; 2026Q1: 2,915 shares; 2026Q2: 1,695 shares; 2026Q3: 1,695 shares 1,695 $23.9K 0.01% 0 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 157 shares; 2025Q1: 157 shares; 2025Q2: 157 shares; 2025Q3: 157 shares; 2025Q4: 157 shares; 2026Q1: 157 shares; 2026Q2: 157 shares; 2026Q3: 157 shares 157 $23.9K 0.01% 0 Timeline ERIC TELEFONAKTIEBOLAGET LM ERICS More: the full row for TELEFONAKTIEBOLAGET LM ERICS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,603 shares; 2025Q1: 2,603 shares; 2025Q2: 2,603 shares; 2025Q3: 2,603 shares; 2025Q4: 2,603 shares; 2026Q1: 2,603 shares; 2026Q2: 2,603 shares; 2026Q3: 2,603 shares 2,603 $23.8K 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; 2024Q4: 62 shares; 2025Q1: 56 shares; 2025Q2: 36 shares; 2025Q3: 45 shares; 2025Q4: 36 shares; 2026Q1: 48 shares; 2026Q2: 46 shares; 2026Q3: 46 shares 46 $23.8K 0.01% 0 Timeline STIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 164 shares; 2026Q2: 165 shares; 2026Q3: 234 shares 234 $23.3K 0.01% +69 Timeline MOG-A MOOG INC More: the full row for MOOG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 167 shares; 2025Q1: 167 shares; 2025Q2: 61 shares; 2025Q3: 61 shares; 2025Q4: 61 shares; 2026Q1: 61 shares; 2026Q2: 61 shares; 2026Q3: 61 shares 61 $23.3K 0.01% 0 Timeline FIX COMFORT SYS USA INC More: the full row for COMFORT SYS USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8 shares; 2025Q4: 8 shares; 2026Q1: 8 shares; 2026Q2: 14 shares; 2026Q3: 14 shares 14 $23.2K 0.01% 0 Timeline PODD INSULET CORP More: the full row for INSULET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 297 shares; 2025Q1: 275 shares; 2025Q2: 258 shares; 2025Q3: 258 shares; 2025Q4: 253 shares; 2026Q1: 253 shares; 2026Q2: 132 shares; 2026Q3: 177 shares 177 $23.1K 0.01% +45 Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 708 shares; 2025Q1: 687 shares; 2025Q2: 877 shares; 2025Q3: 867 shares; 2025Q4: 915 shares; 2026Q1: 765 shares; 2026Q2: 415 shares; 2026Q3: 415 shares 415 $23K 0.01% 0 Timeline KEYS KEYSIGHT TECHNOLOGIES INC More: the full row for KEYSIGHT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 98 shares; 2025Q1: 63 shares; 2025Q2: 63 shares; 2025Q3: 63 shares; 2025Q4: 63 shares; 2026Q1: 63 shares; 2026Q2: 63 shares; 2026Q3: 63 shares 63 $22.9K 0.01% 0 Timeline VNOM VIPER ENERGY INC More: the full row for VIPER ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 63 shares; 2025Q4: 563 shares; 2026Q1: 563 shares; 2026Q2: 563 shares; 2026Q3: 563 shares 563 $22.5K 0.01% 0 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 45 shares; 2025Q1: 54 shares; 2025Q2: 57 shares; 2025Q3: 57 shares; 2025Q4: 114 shares; 2026Q1: 114 shares; 2026Q2: 114 shares; 2026Q3: 114 shares 114 $22.3K 0.01% 0 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; 2024Q4: 130 shares; 2025Q1: 179 shares; 2025Q2: 149 shares; 2025Q3: 149 shares; 2025Q4: 149 shares; 2026Q1: 149 shares; 2026Q2: 149 shares; 2026Q3: 149 shares 149 $22.2K 0.01% 0 Timeline FXL 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 100 shares; 2026Q2: 100 shares; 2026Q3: 100 shares 100 $22.1K 0.01% 0 Timeline UUUU ENERGY FUELS INC More: the full row for ENERGY FUELS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 2,000 shares; 2025Q2: 2,000 shares; 2025Q3: 2,000 shares; 2025Q4: 2,000 shares; 2026Q1: 2,000 shares; 2026Q2: 2,000 shares; 2026Q3: 2,000 shares 2,000 $22.1K 0.01% 0 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; 2024Q4: 113 shares; 2025Q1: 113 shares; 2025Q2: 113 shares; 2025Q3: 113 shares; 2025Q4: 113 shares; 2026Q1: 213 shares; 2026Q2: 213 shares; 2026Q3: 213 shares 213 $22K 0.01% 0 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; 2024Q4: 71 shares; 2025Q1: 71 shares; 2025Q2: 71 shares; 2025Q3: 71 shares; 2025Q4: 71 shares; 2026Q1: 99 shares; 2026Q2: 85 shares; 2026Q3: 85 shares 85 $21.9K 0.01% 0 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 373 shares; 2025Q1: 360 shares; 2025Q2: 260 shares; 2025Q3: 360 shares; 2025Q4: 360 shares; 2026Q1: 360 shares; 2026Q2: 360 shares; 2026Q3: 360 shares 360 $21.8K 0.01% 0 Timeline FDN 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 75 shares; 2026Q2: 75 shares; 2026Q3: 75 shares 75 $21.6K 0.01% 0 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6 shares; 2025Q1: 19 shares; 2025Q2: 19 shares; 2025Q3: 36 shares; 2025Q4: 19 shares; 2026Q1: 32 shares; 2026Q2: 32 shares; 2026Q3: 32 shares 32 $21.5K 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; 2024Q4: 10 shares; 2025Q1: 65 shares; 2025Q2: 65 shares; 2025Q3: 65 shares; 2025Q4: 65 shares; 2026Q1: 65 shares; 2026Q2: 136 shares; 2026Q3: 131 shares 131 $21.4K 0.01% -5 Timeline OHI OMEGA HEALTHCARE INVS INC More: the full row for OMEGA HEALTHCARE INVS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 150 shares; 2025Q1: 150 shares; 2025Q2: 370 shares; 2025Q3: 370 shares; 2025Q4: 370 shares; 2026Q1: 460 shares; 2026Q2: 460 shares; 2026Q3: 460 shares 460 $21.3K 0.01% 0 Timeline GSHD GOOSEHEAD INS INC More: the full row for GOOSEHEAD INS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 568 shares; 2025Q1: 568 shares; 2025Q2: 565 shares; 2025Q3: 565 shares; 2025Q4: 582 shares; 2026Q1: 611 shares; 2026Q2: 461 shares; 2026Q3: 458 shares 458 $20.8K 0.01% -3 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; 2024Q4: 63 shares; 2025Q1: 63 shares; 2025Q2: 59 shares; 2025Q3: 59 shares; 2025Q4: 59 shares; 2026Q1: 59 shares; 2026Q2: 59 shares; 2026Q3: 59 shares 59 $20.8K 0.01% 0 Timeline HR HEALTHCARE RLTY TR More: the full row for HEALTHCARE RLTY TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 721 shares; 2025Q1: 721 shares; 2025Q2: 1,161 shares; 2025Q3: 1,161 shares; 2025Q4: 1,161 shares; 2026Q1: 1,161 shares; 2026Q2: 1,161 shares; 2026Q3: 1,161 shares 1,161 $20.6K 0.01% 0 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 400 shares; 2025Q1: 765 shares; 2025Q2: 590 shares; 2025Q3: 590 shares; 2025Q4: 590 shares; 2026Q1: 515 shares; 2026Q2: 440 shares; 2026Q3: 440 shares 440 $20.5K 0.01% 0 Timeline ECO OKEANIS ECO TANKERS COR More: the full row for OKEANIS ECO TANKERS COR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 250 shares 250 $20.2K 0.01% new Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5 shares; 2025Q1: 5 shares; 2025Q2: 5 shares; 2025Q3: 10 shares; 2025Q4: 5 shares; 2026Q1: 4,529 shares; 2026Q2: 56 shares; 2026Q3: 62 shares 62 $20.2K 0.01% +6 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 193 shares; 2025Q1: 193 shares; 2025Q2: 193 shares; 2025Q3: 193 shares; 2025Q4: 193 shares; 2026Q1: 193 shares; 2026Q2: 193 shares; 2026Q3: 198 shares 198 $20K 0.01% +5 Timeline GFF GRIFFON CORP More: the full row for GRIFFON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 212 shares; 2025Q1: 212 shares; 2025Q2: 212 shares; 2025Q3: 212 shares; 2025Q4: 212 shares; 2026Q1: 212 shares; 2026Q2: 212 shares; 2026Q3: 212 shares 212 $19.7K 0.01% 0 Timeline WDAY WORKDAY INC More: the full row for WORKDAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 663 shares; 2025Q1: 89 shares; 2025Q2: 84 shares; 2025Q3: 89 shares; 2025Q4: 108 shares; 2026Q1: 108 shares; 2026Q2: 103 shares; 2026Q3: 103 shares 103 $19.6K 0.01% 0 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 11 shares; 2025Q1: 41 shares; 2025Q2: 41 shares; 2025Q3: 41 shares; 2025Q4: 41 shares; 2026Q1: 41 shares; 2026Q2: 41 shares; 2026Q3: 41 shares 41 $19.5K 0.01% 0 Timeline SCHY SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 610 shares 610 $19.2K 0.01% new Timeline DTE DTE ENERGY CO More: the full row for DTE ENERGY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 50 shares; 2025Q1: 94 shares; 2025Q2: 94 shares; 2025Q3: 94 shares; 2025Q4: 94 shares; 2026Q1: 157 shares; 2026Q2: 157 shares; 2026Q3: 157 shares 157 $19.1K 0.01% 0 Timeline ELE ELEMENTAL RTY CORP More: the full row for ELEMENTAL RTY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 1,000 shares 1,000 $19.1K 0.01% new Timeline NXP NUVEEN SELECT TAX-FREE INCOM More: the full row for NUVEEN SELECT TAX-FREE INCOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,410 shares; 2026Q2: 1,410 shares; 2026Q3: 1,410 shares 1,410 $18.9K 0.01% 0 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; 2024Q4: 18 shares; 2025Q1: 25 shares; 2025Q2: 33 shares; 2025Q3: 176 shares; 2025Q4: 28 shares; 2026Q1: 20 shares; 2026Q2: 20 shares; 2026Q3: 28 shares 28 $18.9K 0.01% +8 Timeline LTBR LIGHTBRIDGE CORP More: the full row for LIGHTBRIDGE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,000 shares; 2025Q1: 3,000 shares; 2025Q2: 3,000 shares; 2025Q3: 3,000 shares; 2025Q4: 3,000 shares; 2026Q1: 3,000 shares; 2026Q2: 3,000 shares; 2026Q3: 3,000 shares 3,000 $18.9K 0.01% 0 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 713 shares; 2025Q1: 703 shares; 2025Q2: 703 shares; 2025Q3: 545 shares; 2025Q4: 525 shares; 2026Q1: 525 shares; 2026Q2: 525 shares; 2026Q3: 585 shares 585 $18.8K 0.01% +60 Timeline FPS FORGENT POWER SOLUTIONS INC More: the full row for FORGENT POWER SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 500 shares; 2026Q3: 500 shares 500 $18.7K 0.01% 0 Timeline VFC V F CORP More: the full row for V F CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,321 shares; 2025Q1: 1,321 shares; 2025Q2: 1,321 shares; 2025Q3: 1,321 shares; 2025Q4: 1,321 shares; 2026Q1: 1,321 shares; 2026Q2: 1,321 shares; 2026Q3: 1,321 shares 1,321 $18.6K 0.01% 0 Timeline DRS LEONARDO DRS INC More: the full row for LEONARDO DRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 500 shares; 2026Q2: 500 shares; 2026Q3: 500 shares 500 $18.3K 0.01% 0 Timeline AOS SMITH A O CORP More: the full row for SMITH A O CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 415 shares; 2025Q1: 319 shares; 2025Q2: 319 shares; 2025Q3: 319 shares; 2025Q4: 319 shares; 2026Q1: 319 shares; 2026Q2: 319 shares; 2026Q3: 319 shares 319 $18K 0.01% 0 Timeline HII HUNTINGTON INGALLS INDS INC More: the full row for HUNTINGTON INGALLS INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 67 shares; 2025Q1: 67 shares; 2025Q2: 67 shares; 2025Q3: 67 shares; 2025Q4: 67 shares; 2026Q1: 67 shares; 2026Q2: 67 shares; 2026Q3: 67 shares 67 $17.9K 0.01% 0 Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 159 shares; 2026Q3: 159 shares 159 $17.9K 0.01% 0 Timeline FTC FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 100 shares; 2026Q2: 100 shares; 2026Q3: 100 shares 100 $17.7K 0.01% 0 Timeline BR BROADRIDGE FINL SOLUTIONS IN More: the full row for BROADRIDGE FINL SOLUTIONS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 100 shares; 2025Q4: 100 shares; 2026Q1: 105 shares; 2026Q2: 100 shares; 2026Q3: 110 shares 110 $17.7K 0.01% +10 Timeline XYZ BLOCK INC More: the full row for BLOCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 200 shares; 2025Q4: 240 shares; 2026Q1: 240 shares; 2026Q2: 240 shares; 2026Q3: 240 shares 240 $17.6K 0.01% 0 Timeline IGIB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 350 shares; 2026Q2: 350 shares; 2026Q3: 350 shares 350 $17.6K 0.01% 0 Timeline FIXD 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; 2024Q4: not reported; 2025Q1: 1 shares; 2025Q2: 1 shares; 2025Q3: 1 shares; 2025Q4: 1 shares; 2026Q1: 425 shares; 2026Q2: 425 shares; 2026Q3: 425 shares 425 $17.5K 0.01% 0 Timeline BBY BEST BUY INC More: the full row for BEST BUY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 76 shares; 2025Q1: 76 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 477 shares; 2026Q1: 253 shares; 2026Q2: 198 shares; 2026Q3: 198 shares 198 $17.5K 0.01% 0 Timeline UCON 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 735 shares; 2026Q2: 735 shares; 2026Q3: 735 shares 735 $17.5K 0.01% 0 Timeline CBT CABOT CORP More: the full row for CABOT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 226 shares; 2025Q1: 226 shares; 2025Q2: 226 shares; 2025Q3: 226 shares; 2025Q4: 226 shares; 2026Q1: 226 shares; 2026Q2: 226 shares; 2026Q3: 226 shares 226 $17.4K 0.01% 0 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 229 shares; 2025Q1: 229 shares; 2025Q2: 229 shares; 2025Q3: 229 shares; 2025Q4: 229 shares; 2026Q1: 229 shares; 2026Q2: 229 shares; 2026Q3: 229 shares 229 $17.3K 0.01% 0 Timeline PSTL POSTAL REALTY TRUST INC More: the full row for POSTAL REALTY TRUST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 738 shares; 2026Q2: 2,765 shares; 2026Q3: 738 shares 738 $16.9K 0.01% -2,027 Timeline CTGO CONTANGO SILVER & GOLD INC More: the full row for CONTANGO SILVER & GOLD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 1,000 shares 1,000 $16.8K 0.01% new Timeline RWL 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; 2024Q4: 130 shares; 2025Q1: 130 shares; 2025Q2: 130 shares; 2025Q3: 150 shares; 2025Q4: 130 shares; 2026Q1: 130 shares; 2026Q2: 130 shares; 2026Q3: 130 shares 130 $16.7K 0.01% 0 Timeline ALB ALBEMARLE CORP More: the full row for ALBEMARLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 237 shares; 2025Q1: 232 shares; 2025Q2: 157 shares; 2025Q3: 157 shares; 2025Q4: 157 shares; 2026Q1: 157 shares; 2026Q2: 157 shares; 2026Q3: 157 shares 157 $16.6K 0.01% 0 Timeline LDUR PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 176 shares; 2026Q2: 176 shares; 2026Q3: 176 shares 176 $16.6K 0.01% 0 Timeline BXP BXP INC More: the full row for BXP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 271 shares; 2025Q1: 271 shares; 2025Q2: 281 shares; 2025Q3: 281 shares; 2025Q4: 281 shares; 2026Q1: 271 shares; 2026Q2: 271 shares; 2026Q3: 271 shares 271 $16.6K 0.01% 0 Timeline STAG STAG INDUSTRIAL INC More: the full row for STAG INDUSTRIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 787 shares; 2025Q1: 787 shares; 2025Q2: 787 shares; 2025Q3: 787 shares; 2025Q4: 787 shares; 2026Q1: 787 shares; 2026Q2: 787 shares; 2026Q3: 462 shares 462 $16.5K 0.01% -325 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; 2024Q4: 402 shares; 2025Q1: 392 shares; 2025Q2: 286 shares; 2025Q3: 296 shares; 2025Q4: 286 shares; 2026Q1: 286 shares; 2026Q2: 286 shares; 2026Q3: 286 shares 286 $16.5K 0.01% 0 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 139 shares; 2025Q1: 139 shares; 2025Q2: 140 shares; 2025Q3: 140 shares; 2025Q4: 444 shares; 2026Q1: 145 shares; 2026Q2: 143 shares; 2026Q3: 143 shares 143 $16.5K 0.01% 0 Timeline CGW 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; 2024Q4: 93 shares; 2025Q1: 39 shares; 2025Q2: 39 shares; 2025Q3: 39 shares; 2025Q4: 156 shares; 2026Q1: 265 shares; 2026Q2: 265 shares; 2026Q3: 265 shares 265 $16.5K 0.01% 0 Timeline EXPE EXPEDIA GROUP INC More: the full row for EXPEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 62 shares; 2025Q1: 62 shares; 2025Q2: 62 shares; 2025Q3: 62 shares; 2025Q4: 62 shares; 2026Q1: 62 shares; 2026Q2: 62 shares; 2026Q3: 62 shares 62 $16.3K 0.01% 0 Timeline EWC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 279 shares; 2026Q2: 279 shares; 2026Q3: 279 shares 279 $16.3K 0.01% 0 Timeline ROBO EXCHANGE TRADED CONCEPTS TRU More: the full row for EXCHANGE TRADED CONCEPTS TRU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 125 shares; 2025Q1: 125 shares; 2025Q2: 125 shares; 2025Q3: 384 shares; 2025Q4: 202 shares; 2026Q1: 202 shares; 2026Q2: 202 shares; 2026Q3: 202 shares 202 $16.3K 0.01% 0 Timeline RITM RITHM CAPITAL CORP More: the full row for RITHM CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,685 shares; 2025Q1: 1,721 shares; 2025Q2: 1,760 shares; 2025Q3: 1,796 shares; 2025Q4: 1,817 shares; 2026Q1: 1,816 shares; 2026Q2: 1,816 shares; 2026Q3: 1,816 shares 1,816 $16.2K 0.01% 0 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 29 shares; 2025Q4: 29 shares; 2026Q1: 239 shares; 2026Q2: 239 shares; 2026Q3: 210 shares 210 $16.2K 0.01% -29 Timeline DBC INVESCO DB COMMDY INDX TRCK More: the full row for INVESCO DB COMMDY INDX TRCK Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 500 shares 500 $16.2K 0.01% new Timeline BMNR BITMINE IMMERSION TECHS INC More: the full row for BITMINE IMMERSION TECHS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,830 shares; 2025Q4: 1,830 shares; 2026Q1: 1,830 shares; 2026Q2: 610 shares; 2026Q3: 610 shares 610 $16.1K 0.01% 0 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; 2024Q4: 45 shares; 2025Q1: 40 shares; 2025Q2: 105 shares; 2025Q3: 105 shares; 2025Q4: 105 shares; 2026Q1: 105 shares; 2026Q2: 105 shares; 2026Q3: 117 shares 117 $16.1K 0.01% +12 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 10 shares; 2025Q1: 194 shares; 2025Q2: 204 shares; 2025Q3: 204 shares; 2025Q4: 204 shares; 2026Q1: 204 shares; 2026Q2: 204 shares; 2026Q3: 204 shares 204 $15.9K 0.01% 0 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; 2024Q4: 295 shares; 2025Q1: 295 shares; 2025Q2: 319 shares; 2025Q3: 295 shares; 2025Q4: 295 shares; 2026Q1: 295 shares; 2026Q2: 295 shares; 2026Q3: 295 shares 295 $15.9K 0.01% 0 Timeline XNCMX NUVEEN CALIF AMT FREE MUNI I More: the full row for NUVEEN CALIF AMT FREE MUNI I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,500 shares; 2026Q2: 1,500 shares; 2026Q3: 1,500 shares 1,500 $15.8K 0.01% 0 Timeline UL UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 259 shares; 2026Q1: 259 shares; 2026Q2: 259 shares; 2026Q3: 259 shares 259 $15.7K 0.01% 0 Timeline UPBD UPBOUND GROUP INC More: the full row for UPBOUND GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares; 2026Q1: 1,000 shares; 2026Q2: 1,000 shares; 2026Q3: 1,000 shares 1,000 $15.7K 0.01% 0 Timeline RBLX ROBLOX CORP More: the full row for ROBLOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 380 shares; 2025Q1: 384 shares; 2025Q2: 381 shares; 2025Q3: 382 shares; 2025Q4: 600 shares; 2026Q1: 369 shares; 2026Q2: 369 shares; 2026Q3: 369 shares 369 $15.6K 0.01% 0 Timeline CDP COPT DEFENSE PROPERTIES More: the full row for COPT DEFENSE PROPERTIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 467 shares; 2025Q1: 467 shares; 2025Q2: 467 shares; 2025Q3: 467 shares; 2025Q4: 467 shares; 2026Q1: 467 shares; 2026Q2: 467 shares; 2026Q3: 467 shares 467 $15.6K 0.01% 0 Timeline MINT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 100 shares; 2025Q4: 100 shares; 2026Q1: 137 shares; 2026Q2: 137 shares; 2026Q3: 155 shares 155 $15.6K 0.01% +18 Timeline MTDR MATADOR RES CO More: the full row for MATADOR RES CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 300 shares; 2025Q1: 300 shares; 2025Q2: 300 shares; 2025Q3: 400 shares; 2025Q4: 400 shares; 2026Q1: 300 shares; 2026Q2: 300 shares; 2026Q3: 300 shares 300 $15.5K 0.01% 0 Timeline NI NISOURCE INC More: the full row for NISOURCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 395 shares; 2025Q1: 395 shares; 2025Q2: 395 shares; 2025Q3: 395 shares; 2025Q4: 395 shares; 2026Q1: 395 shares; 2026Q2: 395 shares; 2026Q3: 395 shares 395 $15.4K 0.01% 0 Timeline NAC NUVEEN CA DIVI ADV MUN More: the full row for NUVEEN CA DIVI ADV MUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,500 shares; 2026Q2: 1,500 shares; 2026Q3: 1,500 shares 1,500 $15.4K 0.01% 0 Timeline TMC TMC THE METALS COMPANY INC More: the full row for TMC THE METALS COMPANY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,000 shares; 2025Q1: 4,000 shares; 2025Q2: 4,000 shares; 2025Q3: 4,000 shares; 2025Q4: 4,000 shares; 2026Q1: 4,000 shares; 2026Q2: 4,000 shares; 2026Q3: 4,000 shares 4,000 $15.4K 0.01% 0 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 52 shares; 2025Q1: 52 shares; 2025Q2: 52 shares; 2025Q3: 52 shares; 2025Q4: 43 shares; 2026Q1: 43 shares; 2026Q2: 43 shares; 2026Q3: 43 shares 43 $15.3K 0.01% 0 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 71 shares; 2025Q1: 71 shares; 2025Q2: 76 shares; 2025Q3: 76 shares; 2025Q4: 76 shares; 2026Q1: 76 shares; 2026Q2: 76 shares; 2026Q3: 76 shares 76 $15.3K 0.01% 0 Timeline EME EMCOR GROUP INC More: the full row for EMCOR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 686 shares; 2025Q1: 356 shares; 2025Q2: 206 shares; 2025Q3: 202 shares; 2025Q4: 202 shares; 2026Q1: 202 shares; 2026Q2: 20 shares; 2026Q3: 20 shares 20 $15.1K 0.01% 0 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 84 shares; 2025Q1: 84 shares; 2025Q2: 84 shares; 2025Q3: 84 shares; 2025Q4: 72 shares; 2026Q1: 72 shares; 2026Q2: 72 shares; 2026Q3: 72 shares 72 $15.1K 0.01% 0 Timeline SMLF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 180 shares; 2025Q1: 180 shares; 2025Q2: 180 shares; 2025Q3: 180 shares; 2025Q4: 180 shares; 2026Q1: 180 shares; 2026Q2: 180 shares; 2026Q3: 180 shares 180 $15K 0.01% 0 Timeline NE NOBLE CORP PLC More: the full row for NOBLE CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 360 shares; 2025Q3: 360 shares; 2025Q4: 360 shares; 2026Q1: 360 shares; 2026Q2: 360 shares; 2026Q3: 360 shares 360 $15K 0.01% 0 Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 413 shares; 2025Q1: 413 shares; 2025Q2: 358 shares; 2025Q3: 358 shares; 2025Q4: 358 shares; 2026Q1: 337 shares; 2026Q2: 337 shares; 2026Q3: 337 shares 337 $14.9K 0.01% 0 Timeline RY ROYAL BK CDA More: the full row for ROYAL BK CDA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 75 shares; 2025Q1: 75 shares; 2025Q2: 75 shares; 2025Q3: 113 shares; 2025Q4: 75 shares; 2026Q1: 75 shares; 2026Q2: 275 shares; 2026Q3: 75 shares 75 $14.7K 0.01% -200 Timeline FTK FLOTEK INDUSTRIES INC More: the full row for FLOTEK INDUSTRIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 500 shares 500 $14.7K 0.01% new 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; 2024Q4: 30 shares; 2025Q1: 30 shares; 2025Q2: 314 shares; 2025Q3: 314 shares; 2025Q4: 314 shares; 2026Q1: 314 shares; 2026Q2: 314 shares; 2026Q3: 314 shares 314 $14.5K 0.01% 0 Timeline VICR VICOR CORP More: the full row for VICOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 200 shares; 2026Q3: 50 shares 50 $14.4K 0.01% -150 Timeline BSM BLACK STONE MINERALS L P More: the full row for BLACK STONE MINERALS L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares; 2026Q1: 1,000 shares; 2026Q2: 1,000 shares; 2026Q3: 1,000 shares 1,000 $14.3K 0.01% 0 Timeline TRFM ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 242 shares; 2026Q2: 242 shares; 2026Q3: 242 shares 242 $14.3K 0.01% 0 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 52 shares; 2025Q1: 52 shares; 2025Q2: 52 shares; 2025Q3: 52 shares; 2025Q4: 52 shares; 2026Q1: 52 shares; 2026Q2: 52 shares; 2026Q3: 52 shares 52 $14.3K 0.01% 0 Timeline CBRE CBRE GROUP INC More: the full row for CBRE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 293 shares; 2025Q1: 211 shares; 2025Q2: 111 shares; 2025Q3: 111 shares; 2025Q4: 111 shares; 2026Q1: 146 shares; 2026Q2: 111 shares; 2026Q3: 111 shares 111 $14.3K 0.01% 0 Timeline USAR USA RARE EARTH INC More: the full row for USA RARE EARTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,000 shares; 2026Q2: 1,000 shares; 2026Q3: 1,000 shares 1,000 $14.1K 0.01% 0 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 45 shares; 2025Q1: 45 shares; 2025Q2: 45 shares; 2025Q3: 45 shares; 2025Q4: 45 shares; 2026Q1: 45 shares; 2026Q2: 49 shares; 2026Q3: 49 shares 49 $14K 0.01% 0 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 58 shares; 2025Q1: 77 shares; 2025Q2: 77 shares; 2025Q3: 21 shares; 2025Q4: 18 shares; 2026Q1: 13 shares; 2026Q2: 13 shares; 2026Q3: 63 shares 63 $14K 0.01% +50 Timeline HALO HALOZYME THERAPEUTICS INC More: the full row for HALOZYME THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 125 shares; 2025Q1: 125 shares; 2025Q2: 125 shares; 2025Q3: 125 shares; 2025Q4: 125 shares; 2026Q1: 125 shares; 2026Q2: 125 shares; 2026Q3: 125 shares 125 $13.8K 0.01% 0 Timeline NAK NORTHERN DYNASTY MINERALS LT More: the full row for NORTHERN DYNASTY MINERALS LT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 10,000 shares; 2026Q3: 10,000 shares 10,000 $13.7K 0.01% 0 Timeline EEMV ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 185 shares; 2025Q1: 185 shares; 2025Q2: 185 shares; 2025Q3: 185 shares; 2025Q4: 185 shares; 2026Q1: 185 shares; 2026Q2: 185 shares; 2026Q3: 185 shares 185 $13.7K 0.01% 0 Timeline PAAS PAN AMERN SILVER CORP More: the full row for PAN AMERN SILVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 300 shares; 2026Q1: 300 shares; 2026Q2: 300 shares; 2026Q3: 300 shares 300 $13.7K 0.01% 0 Timeline GPCR STRUCTURE THERAPEUTICS INC More: the full row for STRUCTURE THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 134 shares; 2025Q2: 286 shares; 2025Q3: 286 shares; 2025Q4: 400 shares; 2026Q1: 400 shares; 2026Q2: 400 shares; 2026Q3: 436 shares 436 $13.6K 0.01% +36 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 506 shares; 2025Q1: 40 shares; 2025Q2: 43 shares; 2025Q3: 50 shares; 2025Q4: 55 shares; 2026Q1: 31 shares; 2026Q2: 31 shares; 2026Q3: 31 shares 31 $13.5K 0.01% 0 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 46 shares; 2025Q1: 102 shares; 2025Q2: 125 shares; 2025Q3: 111 shares; 2025Q4: 82 shares; 2026Q1: 92 shares; 2026Q2: 87 shares; 2026Q3: 82 shares 82 $13.4K 0.01% -5 Timeline HAL HALLIBURTON CO More: the full row for HALLIBURTON CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 20 shares; 2025Q2: 390 shares; 2025Q3: 415 shares; 2025Q4: 415 shares; 2026Q1: 415 shares; 2026Q2: 415 shares; 2026Q3: 415 shares 415 $13.2K 0.01% 0 Timeline GMED GLOBUS MED INC More: the full row for GLOBUS MED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 30 shares; 2025Q1: 130 shares; 2025Q2: 130 shares; 2025Q3: 130 shares; 2025Q4: 130 shares; 2026Q1: 130 shares; 2026Q2: 175 shares; 2026Q3: 175 shares 175 $13.1K 0.01% 0 Timeline PFXF VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 735 shares; 2025Q1: 735 shares; 2025Q2: 735 shares; 2025Q3: 735 shares; 2025Q4: 735 shares; 2026Q1: 735 shares; 2026Q2: 735 shares; 2026Q3: 735 shares 735 $12.9K 0.01% 0 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; 2024Q4: 160 shares; 2025Q1: 160 shares; 2025Q2: 160 shares; 2025Q3: 160 shares; 2025Q4: 160 shares; 2026Q1: 160 shares; 2026Q2: 160 shares; 2026Q3: 160 shares 160 $12.8K 0.01% 0 Timeline FAF FIRST AMERN FINL CORP More: the full row for FIRST AMERN FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 210 shares; 2025Q3: 210 shares; 2025Q4: 210 shares; 2026Q1: 210 shares; 2026Q2: 210 shares; 2026Q3: 210 shares 210 $12.8K 0.01% 0 Timeline FN FABRINET More: the full row for FABRINET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,744 shares; 2025Q1: 110 shares; 2025Q2: 30 shares; 2025Q3: 30 shares; 2025Q4: 30 shares; 2026Q1: 30 shares; 2026Q2: 30 shares; 2026Q3: 30 shares 30 $12.7K 0.01% 0 Timeline KNG 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 260 shares; 2025Q4: 260 shares; 2026Q1: 260 shares; 2026Q2: 260 shares; 2026Q3: 260 shares 260 $12.5K 0.01% 0 Timeline ARW ARROW ELECTRS INC More: the full row for ARROW ELECTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 153 shares; 2025Q1: 153 shares; 2025Q2: 55 shares; 2025Q3: 55 shares; 2025Q4: 55 shares; 2026Q1: 55 shares; 2026Q2: 55 shares; 2026Q3: 55 shares 55 $12.5K 0.01% 0 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,036 shares; 2025Q1: 2,039 shares; 2025Q2: 2,043 shares; 2025Q3: 1,219 shares; 2025Q4: 1,222 shares; 2026Q1: 1,225 shares; 2026Q2: 177 shares; 2026Q3: 177 shares 177 $12.5K 0.01% 0 Timeline PTLC PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 724 shares; 2025Q4: 209 shares; 2026Q1: 209 shares; 2026Q2: 209 shares; 2026Q3: 209 shares 209 $12.4K 0.01% 0 Timeline EWY ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 68 shares; 2026Q3: 68 shares 68 $12.4K 0.01% 0 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; 2024Q4: 17 shares; 2025Q1: 17 shares; 2025Q2: 17 shares; 2025Q3: 17 shares; 2025Q4: 17 shares; 2026Q1: 17 shares; 2026Q2: 17 shares; 2026Q3: 13 shares 13 $12.4K 0.01% -4 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; 2024Q4: 105 shares; 2025Q1: 105 shares; 2025Q2: 105 shares; 2025Q3: 105 shares; 2025Q4: 105 shares; 2026Q1: 105 shares; 2026Q2: 105 shares; 2026Q3: 105 shares 105 $12.4K 0.01% 0 Timeline SMCI SUPER MICRO COMPUTER INC More: the full row for SUPER MICRO COMPUTER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 115 shares; 2025Q1: 245 shares; 2025Q2: 245 shares; 2025Q3: 245 shares; 2025Q4: 245 shares; 2026Q1: 265 shares; 2026Q2: 300 shares; 2026Q3: 300 shares 300 $12.3K 0.01% 0 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 246 shares; 2025Q1: 246 shares; 2025Q2: 246 shares; 2025Q3: 246 shares; 2025Q4: 246 shares; 2026Q1: 246 shares; 2026Q2: 249 shares; 2026Q3: 249 shares 249 $12.3K 0.01% 0 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 51 shares; 2025Q1: 51 shares; 2025Q2: 51 shares; 2025Q3: 6 shares; 2025Q4: 6 shares; 2026Q1: 6 shares; 2026Q2: 6 shares; 2026Q3: 28 shares 28 $12.2K 0.01% +22 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4 shares; 2025Q1: 70 shares; 2025Q2: 68 shares; 2025Q3: 73 shares; 2025Q4: 73 shares; 2026Q1: 68 shares; 2026Q2: 68 shares; 2026Q3: 68 shares 68 $12.2K 0.01% 0 Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 70 shares; 2025Q1: 103 shares; 2025Q2: 103 shares; 2025Q3: 103 shares; 2025Q4: 141 shares; 2026Q1: 141 shares; 2026Q2: 141 shares; 2026Q3: 141 shares 141 $12.2K 0.01% 0 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 153 shares; 2025Q1: 153 shares; 2025Q2: 153 shares; 2025Q3: 153 shares; 2025Q4: 153 shares; 2026Q1: 153 shares; 2026Q2: 153 shares; 2026Q3: 153 shares 153 $12K 0.01% 0 Timeline PHIN PHINIA INC More: the full row for PHINIA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 201 shares; 2025Q1: 201 shares; 2025Q2: 201 shares; 2025Q3: 201 shares; 2025Q4: 201 shares; 2026Q1: 201 shares; 2026Q2: 201 shares; 2026Q3: 201 shares 201 $11.9K 0.01% 0 Timeline IQLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 240 shares; 2025Q1: 240 shares; 2025Q2: 240 shares; 2025Q3: 240 shares; 2025Q4: 240 shares; 2026Q1: 240 shares; 2026Q2: 240 shares; 2026Q3: 240 shares 240 $11.9K 0.01% 0 Timeline PAA PLAINS ALL AMERN PIPELINE L More: the full row for PLAINS ALL AMERN PIPELINE L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 500 shares; 2025Q1: 500 shares; 2025Q2: 500 shares; 2025Q3: 500 shares; 2025Q4: 500 shares; 2026Q1: 500 shares; 2026Q2: 500 shares; 2026Q3: 500 shares 500 $11.9K 0.01% 0 Timeline COWZ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 176 shares; 2025Q1: 176 shares; 2025Q2: 176 shares; 2025Q3: 176 shares; 2025Q4: 176 shares; 2026Q1: 176 shares; 2026Q2: 176 shares; 2026Q3: 176 shares 176 $11.8K 0.01% 0 Timeline COIN COINBASE GLOBAL INC More: the full row for COINBASE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 54 shares; 2025Q1: 45 shares; 2025Q2: 50 shares; 2025Q3: 65 shares; 2025Q4: 55 shares; 2026Q1: 63 shares; 2026Q2: 63 shares; 2026Q3: 63 shares 63 $11.7K 0.01% 0 Timeline PPA INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 75 shares; 2025Q1: 75 shares; 2025Q2: 75 shares; 2025Q3: 75 shares; 2025Q4: 75 shares; 2026Q1: 75 shares; 2026Q2: 75 shares; 2026Q3: 75 shares 75 $11.6K 0.01% 0 Timeline XEXGX EATON VANCE TAX-MANAGED GLOB More: the full row for EATON VANCE TAX-MANAGED GLOB Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,225 shares; 2026Q3: 1,225 shares 1,225 $11.5K 0.01% 0 Timeline VMC VULCAN MATLS CO More: the full row for VULCAN MATLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5 shares; 2025Q1: 47 shares; 2025Q2: 47 shares; 2025Q3: 47 shares; 2025Q4: 47 shares; 2026Q1: 47 shares; 2026Q2: 47 shares; 2026Q3: 47 shares 47 $11.5K 0.01% 0 Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 10,721 shares; 2025Q1: 10,437 shares; 2025Q2: 4,424 shares; 2025Q3: 1,007 shares; 2025Q4: 697 shares; 2026Q1: 735 shares; 2026Q2: 355 shares; 2026Q3: 355 shares 355 $11.3K 0.01% 0 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; 2024Q4: 22 shares; 2025Q1: 42 shares; 2025Q2: 42 shares; 2025Q3: 42 shares; 2025Q4: 42 shares; 2026Q1: 37 shares; 2026Q2: 37 shares; 2026Q3: 37 shares 37 $11.3K 0.01% 0 Timeline URA GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 282 shares; 2025Q1: 282 shares; 2025Q2: 282 shares; 2025Q3: 282 shares; 2025Q4: 282 shares; 2026Q1: 282 shares; 2026Q2: 282 shares; 2026Q3: 282 shares 282 $11.2K 0.01% 0 Timeline MFC MANULIFE FINL CORP More: the full row for MANULIFE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 260 shares; 2025Q1: 260 shares; 2025Q2: 260 shares; 2025Q3: 260 shares; 2025Q4: 960 shares; 2026Q1: 260 shares; 2026Q2: 260 shares; 2026Q3: 260 shares 260 $11.1K 0.01% 0 Timeline LPG DORIAN LPG LTD More: the full row for DORIAN LPG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 200 shares; 2025Q1: 200 shares; 2025Q2: 200 shares; 2025Q3: 200 shares; 2025Q4: 200 shares; 2026Q1: 200 shares; 2026Q2: 200 shares; 2026Q3: 200 shares 200 $11K 0.01% 0 Timeline USXF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 84 shares; 2025Q3: 135 shares; 2025Q4: 160 shares; 2026Q1: 160 shares; 2026Q2: 160 shares; 2026Q3: 160 shares 160 $10.9K <0.01% 0 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 100 shares; 2025Q4: 100 shares; 2026Q1: 100 shares; 2026Q2: 200 shares; 2026Q3: 200 shares 200 $10.8K <0.01% 0 Timeline FDEC 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; 2024Q4: 193 shares; 2025Q1: 193 shares; 2025Q2: 193 shares; 2025Q3: 193 shares; 2025Q4: 193 shares; 2026Q1: 193 shares; 2026Q2: 193 shares; 2026Q3: 193 shares 193 $10.8K <0.01% 0 Timeline NMAX NEWSMAX INC More: the full row for NEWSMAX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,069 shares; 2025Q3: 6,069 shares; 2025Q4: 2,100 shares; 2026Q1: 2,100 shares; 2026Q2: 1,000 shares; 2026Q3: 1,000 shares 1,000 $10.8K <0.01% 0 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 220 shares; 2025Q3: 220 shares; 2025Q4: 220 shares; 2026Q1: 220 shares; 2026Q2: 220 shares; 2026Q3: 220 shares 220 $10.8K <0.01% 0 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 126 shares; 2025Q1: 121 shares; 2025Q2: 116 shares; 2025Q3: 116 shares; 2025Q4: 121 shares; 2026Q1: 50 shares; 2026Q2: 50 shares; 2026Q3: 60 shares 60 $10.7K <0.01% +10 Timeline ETHE GRAYSCALE ETHEREUM STAKING E More: the full row for GRAYSCALE ETHEREUM STAKING E Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 500 shares; 2025Q1: 500 shares; 2025Q2: 500 shares; 2025Q3: 500 shares; 2025Q4: 500 shares; 2026Q1: 500 shares; 2026Q2: 500 shares; 2026Q3: 500 shares 500 $10.7K <0.01% 0 Timeline FSSL FS SPECIALTY LENDING FD More: the full row for FS SPECIALTY LENDING FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 916 shares; 2026Q1: 916 shares; 2026Q2: 916 shares; 2026Q3: 916 shares 916 $10.7K <0.01% 0 Timeline RMBS RAMBUS INC DEL More: the full row for RAMBUS INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 49 shares; 2025Q1: 49 shares; 2025Q2: 49 shares; 2025Q3: 49 shares; 2025Q4: 99 shares; 2026Q1: 99 shares; 2026Q2: 99 shares; 2026Q3: 99 shares 99 $10.6K <0.01% 0 Timeline SNA SNAP ON INC More: the full row for SNAP ON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 82 shares; 2025Q1: 55 shares; 2025Q2: 29 shares; 2025Q3: 29 shares; 2025Q4: 29 shares; 2026Q1: 29 shares; 2026Q2: 29 shares; 2026Q3: 29 shares 29 $10.5K <0.01% 0 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,146 shares; 2025Q1: 4,019 shares; 2025Q2: 4,019 shares; 2025Q3: 6 shares; 2025Q4: 12 shares; 2026Q1: 174 shares; 2026Q2: 171 shares; 2026Q3: 171 shares 171 $10.5K <0.01% 0 Timeline ZWS ZURN ELKAY WATER SOLNS CORP More: the full row for ZURN ELKAY WATER SOLNS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 95 shares; 2025Q1: 226 shares; 2025Q2: 226 shares; 2025Q3: 226 shares; 2025Q4: 226 shares; 2026Q1: 226 shares; 2026Q2: 226 shares; 2026Q3: 226 shares 226 $10.5K <0.01% 0 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; 2024Q4: 175 shares; 2025Q1: 175 shares; 2025Q2: 215 shares; 2025Q3: 175 shares; 2025Q4: 175 shares; 2026Q1: 250 shares; 2026Q2: 251 shares; 2026Q3: 251 shares 251 $10.5K <0.01% 0 Timeline FORM FORMFACTOR INC More: the full row for FORMFACTOR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 308 shares; 2025Q1: 109 shares; 2025Q2: 109 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 34 shares; 2026Q3: 70 shares 70 $10.5K <0.01% +36 Timeline TER TERADYNE INC More: the full row for TERADYNE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 12 shares; 2026Q3: 26 shares 26 $10.4K <0.01% +14 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 187 shares; 2025Q3: 187 shares; 2025Q4: 187 shares; 2026Q1: 187 shares; 2026Q2: 187 shares; 2026Q3: 187 shares 187 $10.3K <0.01% 0 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 741 shares 741 $10.2K <0.01% new 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; 2024Q4: 52 shares; 2025Q1: 52 shares; 2025Q2: 52 shares; 2025Q3: 53 shares; 2025Q4: 53 shares; 2026Q1: 53 shares; 2026Q2: 53 shares; 2026Q3: 53 shares 53 $10.2K <0.01% 0 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; 2024Q4: 63 shares; 2025Q1: 63 shares; 2025Q2: 42 shares; 2025Q3: 22 shares; 2025Q4: 22 shares; 2026Q1: 22 shares; 2026Q2: 22 shares; 2026Q3: 22 shares 22 $10.2K <0.01% 0 Timeline TMFC RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 127 shares; 2026Q3: 127 shares 127 $10.2K <0.01% 0 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,000 shares; 2026Q2: 1,000 shares; 2026Q3: 1,000 shares 1,000 $10.1K <0.01% 0 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 10 shares; 2025Q1: 10 shares; 2025Q2: 10 shares; 2025Q3: 10 shares; 2025Q4: 10 shares; 2026Q1: 10 shares; 2026Q2: 10 shares; 2026Q3: 10 shares 10 $10.1K <0.01% 0 Timeline GME GAMESTOP CORP More: the full row for GAMESTOP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 433 shares; 2025Q1: 408 shares; 2025Q2: 408 shares; 2025Q3: 410 shares; 2025Q4: 410 shares; 2026Q1: 410 shares; 2026Q2: 410 shares; 2026Q3: 410 shares 410 $10.1K <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; 2024Q4: 474 shares; 2025Q1: 474 shares; 2025Q2: 168 shares; 2025Q3: 168 shares; 2025Q4: 168 shares; 2026Q1: 168 shares; 2026Q2: 168 shares; 2026Q3: 168 shares 168 $10.1K <0.01% 0 Timeline ACYS 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 489 shares 489 $10.1K <0.01% new Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 112 shares; 2025Q1: 112 shares; 2025Q2: 112 shares; 2025Q3: 596 shares; 2025Q4: 255 shares; 2026Q1: 255 shares; 2026Q2: 255 shares; 2026Q3: 340 shares 340 $10K <0.01% +85 Timeline EMGF ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 140 shares; 2025Q1: 140 shares; 2025Q2: 140 shares; 2025Q3: 140 shares; 2025Q4: 140 shares; 2026Q1: 140 shares; 2026Q2: 140 shares; 2026Q3: 140 shares 140 $10K <0.01% 0 Timeline