IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 36,586 shares; 2025Q1: 42,110 shares; 2025Q2: 42,258 shares; 2025Q3: 43,700 shares; 2025Q4: 42,953 shares; 2026Q1: 43,808 shares; 2026Q2: 45,167 shares; 2026Q3: 45,306 shares 45,306 $34.7M 10.08% +139 Timeline GSLC GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 178,890 shares; 2025Q1: 170,675 shares; 2025Q2: 167,697 shares; 2025Q3: 163,288 shares; 2025Q4: 139,061 shares; 2026Q1: 139,567 shares; 2026Q2: 141,960 shares; 2026Q3: 141,260 shares 141,260 $20.5M 5.95% -700 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: 175,862 shares; 2025Q1: 223,476 shares; 2025Q2: 221,436 shares; 2025Q3: 223,733 shares; 2025Q4: 214,091 shares; 2026Q1: 214,310 shares; 2026Q2: 204,594 shares; 2026Q3: 204,452 shares 204,452 $16.6M 4.82% -142 Timeline VSLU ETF OPPORTUNITIES TRUST More: the full row for ETF OPPORTUNITIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 90,069 shares; 2025Q1: 205,118 shares; 2025Q2: 233,264 shares; 2025Q3: 240,432 shares; 2025Q4: 275,450 shares; 2026Q1: 278,202 shares; 2026Q2: 312,859 shares; 2026Q3: 311,939 shares 311,939 $15.1M 4.4% -920 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: 294,630 shares; 2025Q1: 259,425 shares; 2025Q2: 282,928 shares; 2025Q3: 282,234 shares; 2025Q4: 240,088 shares; 2026Q1: 240,189 shares; 2026Q2: 199,457 shares; 2026Q3: 198,529 shares 198,529 $14.3M 4.15% -928 Timeline JCPB 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: 281,866 shares; 2025Q1: 229,720 shares; 2025Q2: 208,007 shares; 2025Q3: 244,803 shares; 2025Q4: 275,547 shares; 2026Q1: 279,732 shares; 2026Q2: 291,629 shares; 2026Q3: 298,268 shares 298,268 $13.4M 3.88% +6,639 Timeline GTO INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 280,422 shares; 2025Q1: 228,191 shares; 2025Q2: 207,755 shares; 2025Q3: 230,420 shares; 2025Q4: 274,278 shares; 2026Q1: 278,841 shares; 2026Q2: 290,933 shares; 2026Q3: 297,666 shares 297,666 $13.3M 3.85% +6,733 Timeline BOND 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: 143,656 shares; 2025Q1: 116,923 shares; 2025Q2: 105,935 shares; 2025Q3: 117,661 shares; 2025Q4: 139,883 shares; 2026Q1: 142,364 shares; 2026Q2: 148,379 shares; 2026Q3: 151,802 shares 151,802 $13.2M 3.83% +3,423 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: 37,221 shares; 2025Q1: 31,989 shares; 2025Q2: 31,989 shares; 2025Q3: 32,040 shares; 2025Q4: 31,767 shares; 2026Q1: 31,455 shares; 2026Q2: 31,421 shares; 2026Q3: 31,421 shares 31,421 $10.5M 3.04% 0 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: 40,265 shares; 2025Q1: 51,805 shares; 2025Q2: 54,177 shares; 2025Q3: 54,136 shares; 2025Q4: 55,404 shares; 2026Q1: 55,522 shares; 2026Q2: 49,806 shares; 2026Q3: 49,209 shares 49,209 $10.2M 2.97% -597 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: 72,179 shares; 2025Q1: 65,170 shares; 2025Q2: 65,466 shares; 2025Q3: 77,800 shares; 2025Q4: 98,354 shares; 2026Q1: 99,057 shares; 2026Q2: 99,334 shares; 2026Q3: 104,553 shares 104,553 $10.1M 2.94% +5,219 Timeline JPIB 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: 184,274 shares; 2025Q1: 217,735 shares; 2025Q2: 211,503 shares; 2025Q3: 245,410 shares; 2025Q4: 211,317 shares; 2026Q1: 211,048 shares; 2026Q2: 215,439 shares; 2026Q3: 212,010 shares 212,010 $9.9M 2.87% -3,429 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: 76,186 shares; 2025Q1: 75,972 shares; 2025Q2: 67,907 shares; 2025Q3: 78,560 shares; 2025Q4: 99,377 shares; 2026Q1: 101,121 shares; 2026Q2: 103,994 shares; 2026Q3: 103,603 shares 103,603 $9.79M 2.84% -391 Timeline EZU ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 177,757 shares; 2025Q1: 108,549 shares; 2025Q2: 105,632 shares; 2025Q3: 106,211 shares; 2025Q4: 139,732 shares; 2026Q1: 137,674 shares; 2026Q2: 139,812 shares; 2026Q3: 139,300 shares 139,300 $9.38M 2.72% -512 Timeline AVEM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 45,112 shares; 2025Q1: 103,560 shares; 2025Q2: 101,278 shares; 2025Q3: 106,677 shares; 2025Q4: 98,393 shares; 2026Q1: 98,386 shares; 2026Q2: 91,106 shares; 2026Q3: 98,961 shares 98,961 $9.3M 2.7% +7,855 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: 22,151 shares; 2025Q1: 22,797 shares; 2025Q2: 23,144 shares; 2025Q3: 23,221 shares; 2025Q4: 22,988 shares; 2026Q1: 23,041 shares; 2026Q2: 22,897 shares; 2026Q3: 23,005 shares 23,005 $8.61M 2.5% +108 Timeline DJP BARCLAYS BANK PLC More: the full row for BARCLAYS BANK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 181,593 shares; 2025Q1: 165,327 shares; 2025Q2: 163,502 shares; 2025Q3: 170,676 shares; 2025Q4: 174,291 shares; 2026Q1: 174,272 shares; 2026Q2: 162,587 shares; 2026Q3: 159,321 shares 159,321 $8.21M 2.38% -3,266 Timeline EMLC 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: 315,834 shares; 2025Q1: 286,457 shares; 2025Q2: 277,066 shares; 2025Q3: 299,527 shares; 2025Q4: 323,432 shares; 2026Q1: 323,296 shares; 2026Q2: 329,409 shares; 2026Q3: 328,293 shares 328,293 $8.15M 2.37% -1,116 Timeline IGM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 53,400 shares; 2025Q1: 53,400 shares; 2025Q2: 53,400 shares; 2025Q3: 53,400 shares; 2025Q4: 51,240 shares; 2026Q1: 43,740 shares; 2026Q2: 43,740 shares; 2026Q3: 43,740 shares 43,740 $7.39M 2.15% 0 Timeline IEUR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 89,480 shares; 2025Q1: 89,623 shares; 2025Q2: 87,607 shares; 2025Q3: 88,072 shares; 2025Q4: 85,788 shares; 2026Q1: 88,113 shares; 2026Q2: 86,471 shares; 2026Q3: 86,169 shares 86,169 $6.35M 1.84% -302 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: 37,139 shares; 2025Q1: 37,139 shares; 2025Q2: 37,139 shares; 2025Q3: 37,139 shares; 2025Q4: 37,139 shares; 2026Q1: 37,139 shares; 2026Q2: 37,139 shares; 2026Q3: 37,139 shares 37,139 $5.11M 1.48% 0 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 94,607 shares; 2025Q1: 82,253 shares; 2025Q2: 82,253 shares; 2025Q3: 82,253 shares; 2025Q4: 82,253 shares; 2026Q1: 82,253 shares; 2026Q2: 82,253 shares; 2026Q3: 82,253 shares 82,253 $4.39M 1.28% 0 Timeline BBJP 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: 54,082 shares; 2025Q1: 55,094 shares; 2025Q2: 53,970 shares; 2025Q3: 54,332 shares; 2025Q4: 45,003 shares; 2026Q1: 45,024 shares; 2026Q2: 44,811 shares; 2026Q3: 44,648 shares 44,648 $3.5M 1.02% -163 Timeline XOP 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: 17,944 shares; 2025Q1: 17,944 shares; 2025Q2: 17,944 shares; 2025Q3: 17,944 shares; 2025Q4: 17,313 shares; 2026Q1: 17,313 shares; 2026Q2: 17,313 shares; 2026Q3: 17,313 shares 17,313 $3.1M 0.9% 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: 8,701 shares; 2025Q1: 8,701 shares; 2025Q2: 8,701 shares; 2025Q3: 8,701 shares; 2025Q4: 16,002 shares; 2026Q1: 15,602 shares; 2026Q2: 15,602 shares; 2026Q3: 15,602 shares 15,602 $3.05M 0.89% 0 Timeline AAXJ 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: 137 shares; 2026Q2: 25,048 shares; 2026Q3: 25,241 shares 25,241 $2.94M 0.85% +193 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: 7,357 shares; 2025Q1: 5,505 shares; 2025Q2: 5,605 shares; 2025Q3: 5,697 shares; 2025Q4: 5,697 shares; 2026Q1: 5,697 shares; 2026Q2: 5,697 shares; 2026Q3: 5,697 shares 5,697 $2.92M 0.85% 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: 53,135 shares; 2025Q1: 49,917 shares; 2025Q2: 50,430 shares; 2025Q3: 51,454 shares; 2025Q4: 51,454 shares; 2026Q1: 52,448 shares; 2026Q2: 54,499 shares; 2026Q3: 60,068 shares 60,068 $2.84M 0.83% +5,569 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: 19,590 shares; 2025Q1: 20,352 shares; 2025Q2: 20,593 shares; 2025Q3: 21,972 shares; 2025Q4: 22,159 shares; 2026Q1: 23,226 shares; 2026Q2: 24,795 shares; 2026Q3: 27,462 shares 27,462 $2.78M 0.81% +2,667 Timeline BBCA 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: 29,286 shares; 2025Q1: 28,524 shares; 2025Q2: 28,104 shares; 2025Q3: 28,743 shares; 2025Q4: 28,065 shares; 2026Q1: 28,055 shares; 2026Q2: 27,392 shares; 2026Q3: 27,328 shares 27,328 $2.74M 0.8% -64 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: 10,225 shares; 2025Q1: 10,225 shares; 2025Q2: 10,225 shares; 2025Q3: 10,225 shares; 2025Q4: 10,225 shares; 2026Q1: 10,225 shares; 2026Q2: 10,225 shares; 2026Q3: 10,225 shares 10,225 $2.39M 0.69% 0 Timeline FLIA FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 127,475 shares; 2025Q1: 123,739 shares; 2025Q2: 120,339 shares; 2025Q3: 135,291 shares; 2025Q4: 117,381 shares; 2026Q1: 117,340 shares; 2026Q2: 119,895 shares; 2026Q3: 119,117 shares 119,117 $2.38M 0.69% -778 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 32,625 shares; 2025Q1: 32,625 shares; 2025Q2: 32,625 shares; 2025Q3: 32,625 shares; 2025Q4: 26,284 shares; 2026Q1: 26,284 shares; 2026Q2: 26,284 shares; 2026Q3: 26,108 shares 26,108 $2.1M 0.61% -176 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: 3,324 shares; 2025Q1: 3,324 shares; 2025Q2: 2,957 shares; 2025Q3: 2,957 shares; 2025Q4: 14,785 shares; 2026Q1: 14,785 shares; 2026Q2: 14,785 shares; 2026Q3: 14,785 shares 14,785 $1.98M 0.58% 0 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: 6,811 shares; 2025Q1: 6,811 shares; 2025Q2: 6,811 shares; 2025Q3: 6,848 shares; 2025Q4: 6,848 shares; 2026Q1: 6,848 shares; 2026Q2: 6,848 shares; 2026Q3: 6,469 shares 6,469 $1.69M 0.49% -379 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: 8,526 shares; 2025Q1: 7,526 shares; 2025Q2: 7,096 shares; 2025Q3: 7,100 shares; 2025Q4: 7,000 shares; 2026Q1: 6,648 shares; 2026Q2: 6,648 shares; 2026Q3: 6,210 shares 6,210 $1.64M 0.48% -438 Timeline EWA ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 47,471 shares; 2025Q1: 49,103 shares; 2025Q2: 48,245 shares; 2025Q3: 48,773 shares; 2025Q4: 51,114 shares; 2026Q1: 51,236 shares; 2026Q2: 49,781 shares; 2026Q3: 49,649 shares 49,649 $1.41M 0.41% -132 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,110 shares; 2025Q1: 4,110 shares; 2025Q2: 4,110 shares; 2025Q3: 4,110 shares; 2025Q4: 4,110 shares; 2026Q1: 4,110 shares; 2026Q2: 4,110 shares; 2026Q3: 4,110 shares 4,110 $1.33M 0.39% 0 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 324 shares; 2025Q1: 324 shares; 2025Q2: 324 shares; 2025Q3: 324 shares; 2025Q4: 324 shares; 2026Q1: 324 shares; 2026Q2: 8,100 shares; 2026Q3: 8,100 shares 8,100 $1.32M 0.38% 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: 8,905 shares; 2025Q1: 6,905 shares; 2025Q2: 6,905 shares; 2025Q3: 6,905 shares; 2025Q4: 6,905 shares; 2026Q1: 6,905 shares; 2026Q2: 6,905 shares; 2026Q3: 6,905 shares 6,905 $1.27M 0.37% 0 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: 3,895 shares; 2025Q1: 3,895 shares; 2025Q2: 3,895 shares; 2025Q3: 3,863 shares; 2025Q4: 3,810 shares; 2026Q1: 3,810 shares; 2026Q2: 3,810 shares; 2026Q3: 3,512 shares 3,512 $1.26M 0.37% -298 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: 7,423 shares 7,423 $1.21M 0.35% new 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: 2,231 shares; 2025Q1: 2,231 shares; 2025Q2: 2,231 shares; 2025Q3: 2,231 shares; 2025Q4: 2,231 shares; 2026Q1: 2,231 shares; 2026Q2: 2,231 shares; 2026Q3: 2,231 shares 2,231 $1.14M 0.33% 0 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,473 shares; 2025Q1: 1,473 shares; 2025Q2: 1,473 shares; 2025Q3: 1,400 shares; 2025Q4: 1,400 shares; 2026Q1: 1,400 shares; 2026Q2: 1,400 shares; 2026Q3: 1,400 shares 1,400 $1.14M 0.33% 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: 3,170 shares; 2025Q1: 3,170 shares; 2025Q2: 3,170 shares; 2025Q3: 3,170 shares; 2025Q4: 3,170 shares; 2026Q1: 3,170 shares; 2026Q2: 3,170 shares; 2026Q3: 3,170 shares 3,170 $1.13M 0.33% 0 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: 4,303 shares; 2025Q1: 4,303 shares; 2025Q2: 4,303 shares; 2025Q3: 4,513 shares; 2025Q4: 4,513 shares; 2026Q1: 4,513 shares; 2026Q2: 4,447 shares; 2026Q3: 4,447 shares 4,447 $1.11M 0.32% 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: 3,888 shares; 2025Q1: 3,888 shares; 2025Q2: 3,888 shares; 2025Q3: 3,926 shares; 2025Q4: 3,926 shares; 2026Q1: 3,888 shares; 2026Q2: 3,888 shares; 2026Q3: 3,888 shares 3,888 $1M 0.29% 0 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: 1,172 shares; 2025Q1: 508 shares; 2025Q2: 3,708 shares; 2025Q3: 3,708 shares; 2025Q4: 3,671 shares; 2026Q1: 3,671 shares; 2026Q2: 3,671 shares; 2026Q3: 3,671 shares 3,671 $999K 0.29% 0 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,124 shares; 2025Q1: 2,873 shares; 2025Q2: 2,873 shares; 2025Q3: 2,873 shares; 2025Q4: 2,873 shares; 2026Q1: 2,873 shares; 2026Q2: 2,873 shares; 2026Q3: 2,873 shares 2,873 $979K 0.28% 0 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,680 shares; 2025Q1: 4,680 shares; 2025Q2: 4,680 shares; 2025Q3: 4,680 shares; 2025Q4: 4,680 shares; 2026Q1: 4,680 shares; 2026Q2: 4,680 shares; 2026Q3: 4,680 shares 4,680 $970K 0.28% 0 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: 1,829 shares; 2025Q1: 1,829 shares; 2025Q2: 1,829 shares; 2025Q3: 1,829 shares; 2025Q4: 1,829 shares; 2026Q1: 1,829 shares; 2026Q2: 7,316 shares; 2026Q3: 7,316 shares 7,316 $916K 0.27% 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: 9,515 shares; 2025Q1: 8,715 shares; 2025Q2: 8,715 shares; 2025Q3: 8,715 shares; 2025Q4: 5,228 shares; 2026Q1: 5,228 shares; 2026Q2: 5,228 shares; 2026Q3: 5,228 shares 5,228 $880K 0.26% 0 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: 4,694 shares; 2025Q1: 4,694 shares; 2025Q2: 4,694 shares; 2025Q3: 4,694 shares; 2025Q4: 4,694 shares; 2026Q1: 4,694 shares; 2026Q2: 4,694 shares; 2026Q3: 4,694 shares 4,694 $871K 0.25% 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: 1,806 shares; 2025Q1: 1,806 shares; 2025Q2: 1,806 shares; 2025Q3: 1,806 shares; 2025Q4: 1,806 shares; 2026Q1: 1,806 shares; 2026Q2: 1,806 shares; 2026Q3: 1,644 shares 1,644 $860K 0.25% -162 Timeline EWU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 41,626 shares; 2025Q1: 21,209 shares; 2025Q2: 20,615 shares; 2025Q3: 20,597 shares; 2025Q4: 19,184 shares; 2026Q1: 19,206 shares; 2026Q2: 18,479 shares; 2026Q3: 18,404 shares 18,404 $856K 0.25% -75 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: 3,081 shares; 2025Q1: 3,081 shares; 2025Q2: 3,081 shares; 2025Q3: 3,081 shares; 2025Q4: 3,081 shares; 2026Q1: 3,081 shares; 2026Q2: 2,988 shares; 2026Q3: 2,988 shares 2,988 $830K 0.24% 0 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: 6,907 shares; 2025Q1: 5,907 shares; 2025Q2: 5,907 shares; 2025Q3: 5,907 shares; 2025Q4: 5,907 shares; 2026Q1: 5,907 shares; 2026Q2: 5,907 shares; 2026Q3: 5,501 shares 5,501 $799K 0.23% -406 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: 3,045 shares; 2025Q1: 3,045 shares; 2025Q2: 9,132 shares; 2025Q3: 9,132 shares; 2025Q4: 9,066 shares; 2026Q1: 9,066 shares; 2026Q2: 9,066 shares; 2026Q3: 9,066 shares 9,066 $780K 0.23% 0 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: 3,880 shares; 2025Q1: 2,240 shares; 2025Q2: 2,240 shares; 2025Q3: 2,240 shares; 2025Q4: 2,240 shares; 2026Q1: 2,240 shares; 2026Q2: 2,240 shares; 2026Q3: 2,240 shares 2,240 $771K 0.22% 0 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: 999 shares; 2025Q1: 999 shares; 2025Q2: 999 shares; 2025Q3: 999 shares; 2025Q4: 999 shares; 2026Q1: 999 shares; 2026Q2: 999 shares; 2026Q3: 999 shares 999 $762K 0.22% 0 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: 4,600 shares; 2025Q1: 3,200 shares; 2025Q2: 3,200 shares; 2025Q3: 3,200 shares; 2025Q4: 2,934 shares; 2026Q1: 2,934 shares; 2026Q2: 2,934 shares; 2026Q3: 2,934 shares 2,934 $755K 0.22% 0 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,892 shares; 2025Q1: 1,892 shares; 2025Q2: 1,892 shares; 2025Q3: 1,892 shares; 2025Q4: 1,892 shares; 2026Q1: 1,892 shares; 2026Q2: 1,892 shares; 2026Q3: 1,725 shares 1,725 $727K 0.21% -167 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: 4,329 shares; 2025Q1: 3,129 shares; 2025Q2: 3,129 shares; 2025Q3: 3,101 shares; 2025Q4: 3,101 shares; 2026Q1: 3,101 shares; 2026Q2: 3,101 shares; 2026Q3: 3,101 shares 3,101 $716K 0.21% 0 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,591 shares; 2025Q1: 6,591 shares; 2025Q2: 6,591 shares; 2025Q3: 6,591 shares; 2025Q4: 6,591 shares; 2026Q1: 6,591 shares; 2026Q2: 6,591 shares; 2026Q3: 6,591 shares 6,591 $709K 0.21% 0 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: 2,530 shares; 2025Q1: 2,530 shares; 2025Q2: 2,530 shares; 2025Q3: 2,530 shares; 2025Q4: 2,530 shares; 2026Q1: 2,530 shares; 2026Q2: 2,530 shares; 2026Q3: 2,530 shares 2,530 $709K 0.21% 0 Timeline ASHR DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 61,569 shares; 2025Q1: 62,849 shares; 2025Q2: 61,020 shares; 2025Q3: 61,580 shares; 2025Q4: 54,615 shares; 2026Q1: 54,522 shares; 2026Q2: 21,404 shares; 2026Q3: 21,040 shares 21,040 $687K 0.2% -364 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,250 shares; 2025Q1: 5,250 shares; 2025Q2: 5,450 shares; 2025Q3: 5,450 shares; 2025Q4: 5,450 shares; 2026Q1: 5,450 shares; 2026Q2: 5,450 shares; 2026Q3: 5,450 shares 5,450 $682K 0.2% 0 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: 6,206 shares; 2025Q1: 5,206 shares; 2025Q2: 5,206 shares; 2025Q3: 5,206 shares; 2025Q4: 5,206 shares; 2026Q1: 5,206 shares; 2026Q2: 5,206 shares; 2026Q3: 4,921 shares 4,921 $624K 0.18% -285 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: 4,764 shares; 2025Q1: 4,764 shares; 2025Q2: 4,764 shares; 2025Q3: 4,764 shares; 2025Q4: 4,764 shares; 2026Q1: 4,764 shares; 2026Q2: 4,764 shares; 2026Q3: 4,176 shares 4,176 $607K 0.18% -588 Timeline MCHI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 32,023 shares; 2025Q1: 27,785 shares; 2025Q2: 26,845 shares; 2025Q3: 27,526 shares; 2025Q4: 24,694 shares; 2026Q1: 24,748 shares; 2026Q2: 10,946 shares; 2026Q3: 10,738 shares 10,738 $560K 0.16% -208 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 884 shares; 2025Q1: 884 shares; 2025Q2: 740 shares; 2025Q3: 740 shares; 2025Q4: 739 shares; 2026Q1: 739 shares; 2026Q2: 739 shares; 2026Q3: 318 shares 318 $550K 0.16% -421 Timeline JMUB 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: 33,727 shares; 2025Q1: 6,235 shares; 2025Q2: 6,235 shares; 2025Q3: 6,235 shares; 2025Q4: 8,599 shares; 2026Q1: 8,599 shares; 2026Q2: 10,285 shares; 2026Q3: 10,997 shares 10,997 $523K 0.15% +712 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: 4,970 shares; 2025Q1: 4,970 shares; 2025Q2: 4,970 shares; 2025Q3: 4,970 shares; 2025Q4: 4,970 shares; 2026Q1: 4,970 shares; 2026Q2: 4,970 shares; 2026Q3: 4,970 shares 4,970 $516K 0.15% 0 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: 3,200 shares; 2025Q1: 3,200 shares; 2025Q2: 3,200 shares; 2025Q3: 3,200 shares; 2025Q4: 3,200 shares; 2026Q1: 3,200 shares; 2026Q2: 3,200 shares; 2026Q3: 3,200 shares 3,200 $492K 0.14% 0 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,380 shares; 2025Q1: 1,380 shares; 2025Q2: 1,380 shares; 2025Q3: 1,380 shares; 2025Q4: 1,380 shares; 2026Q1: 1,380 shares; 2026Q2: 1,380 shares; 2026Q3: 1,380 shares 1,380 $486K 0.14% 0 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: 3,251 shares; 2025Q1: 3,251 shares; 2025Q2: 3,251 shares; 2025Q3: 3,251 shares; 2025Q4: 3,251 shares; 2026Q1: 3,251 shares; 2026Q2: 3,251 shares; 2026Q3: 3,251 shares 3,251 $482K 0.14% 0 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: 1,775 shares; 2025Q1: 1,720 shares; 2025Q2: 1,720 shares; 2025Q3: 1,743 shares; 2025Q4: 1,682 shares; 2026Q1: 1,664 shares; 2026Q2: 1,664 shares; 2026Q3: 1,664 shares 1,664 $473K 0.14% 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: 5,904 shares; 2025Q1: 5,904 shares; 2025Q2: 5,904 shares; 2025Q3: 5,904 shares; 2025Q4: 5,904 shares; 2026Q1: 5,904 shares; 2026Q2: 5,904 shares; 2026Q3: 5,373 shares 5,373 $464K 0.13% -531 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: 722 shares; 2025Q1: 722 shares; 2025Q2: 722 shares; 2025Q3: 722 shares; 2025Q4: 722 shares; 2026Q1: 722 shares; 2026Q2: 722 shares; 2026Q3: 657 shares 657 $444K 0.13% -65 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,815 shares; 2025Q1: 1,815 shares; 2025Q2: 1,815 shares; 2025Q3: 1,815 shares; 2025Q4: 1,815 shares; 2026Q1: 1,815 shares; 2026Q2: 1,815 shares; 2026Q3: 1,815 shares 1,815 $435K 0.13% 0 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,800 shares; 2025Q1: 1,500 shares; 2025Q2: 1,500 shares; 2025Q3: 1,500 shares; 2025Q4: 1,500 shares; 2026Q1: 1,500 shares; 2026Q2: 1,500 shares; 2026Q3: 1,500 shares 1,500 $417K 0.12% 0 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,585 shares; 2025Q1: 2,585 shares; 2025Q2: 2,585 shares; 2025Q3: 2,585 shares; 2025Q4: 2,585 shares; 2026Q1: 2,585 shares; 2026Q2: 2,585 shares; 2026Q3: 2,585 shares 2,585 $416K 0.12% 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: 100 shares; 2025Q1: 100 shares; 2025Q2: 2,095 shares; 2025Q3: 2,095 shares; 2025Q4: 2,095 shares; 2026Q1: 2,095 shares; 2026Q2: 2,095 shares; 2026Q3: 2,095 shares 2,095 $404K 0.12% 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: 1,867 shares; 2025Q1: 1,867 shares; 2025Q2: 1,867 shares; 2025Q3: 1,782 shares; 2025Q4: 1,782 shares; 2026Q1: 1,782 shares; 2026Q2: 1,782 shares; 2026Q3: 1,782 shares 1,782 $396K 0.11% 0 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,743 shares; 2025Q1: 1,743 shares; 2025Q2: 1,743 shares; 2025Q3: 1,743 shares; 2025Q4: 1,570 shares; 2026Q1: 1,570 shares; 2026Q2: 1,570 shares; 2026Q3: 1,570 shares 1,570 $389K 0.11% 0 Timeline DRI DARDEN RESTAURANTS INC More: the full row for DARDEN RESTAURANTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,000 shares; 2025Q1: 2,000 shares; 2025Q2: 2,000 shares; 2025Q3: 2,000 shares; 2025Q4: 2,000 shares; 2026Q1: 2,000 shares; 2026Q2: 2,000 shares; 2026Q3: 2,000 shares 2,000 $386K 0.11% 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: 14,542 shares; 2025Q1: 14,542 shares; 2025Q2: 14,542 shares; 2025Q3: 14,542 shares; 2025Q4: 14,009 shares; 2026Q1: 14,009 shares; 2026Q2: 14,009 shares; 2026Q3: 13,294 shares 13,294 $379K 0.11% -715 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: 784 shares; 2025Q1: 784 shares; 2025Q2: 734 shares; 2025Q3: 734 shares; 2025Q4: 734 shares; 2026Q1: 734 shares; 2026Q2: 734 shares; 2026Q3: 668 shares 668 $368K 0.11% -66 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: 379 shares; 2025Q1: 379 shares; 2025Q2: 379 shares; 2025Q3: 379 shares; 2025Q4: 379 shares; 2026Q1: 379 shares; 2026Q2: 379 shares; 2026Q3: 348 shares 348 $368K 0.11% -31 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: 3,900 shares; 2025Q1: 3,900 shares; 2025Q2: 3,900 shares; 2025Q3: 3,900 shares; 2025Q4: 3,900 shares; 2026Q1: 3,900 shares; 2026Q2: 3,900 shares; 2026Q3: 3,486 shares 3,486 $362K 0.11% -414 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: 2,400 shares; 2025Q1: 2,400 shares; 2025Q2: 2,400 shares; 2025Q3: 2,400 shares; 2025Q4: 2,400 shares; 2026Q1: 2,400 shares; 2026Q2: 2,400 shares; 2026Q3: 2,400 shares 2,400 $330K 0.1% 0 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: 679 shares; 2025Q1: 679 shares; 2025Q2: 679 shares; 2025Q3: 679 shares; 2025Q4: 679 shares; 2026Q1: 679 shares; 2026Q2: 679 shares; 2026Q3: 657 shares 657 $327K 0.09% -22 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: 5,382 shares; 2025Q1: 3,382 shares; 2025Q2: 3,382 shares; 2025Q3: 3,420 shares; 2025Q4: 3,420 shares; 2026Q1: 3,382 shares; 2026Q2: 3,382 shares; 2026Q3: 3,291 shares 3,291 $325K 0.09% -91 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,007 shares; 2025Q1: 1,007 shares; 2025Q2: 1,007 shares; 2025Q3: 1,007 shares; 2025Q4: 1,007 shares; 2026Q1: 1,007 shares; 2026Q2: 4,028 shares; 2026Q3: 4,028 shares 4,028 $316K 0.09% 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: 3,404 shares; 2025Q1: 3,404 shares; 2025Q2: 3,404 shares; 2025Q3: 3,404 shares; 2025Q4: 3,404 shares; 2026Q1: 3,404 shares; 2026Q2: 2,915 shares; 2026Q3: 2,915 shares 2,915 $311K 0.09% 0 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,421 shares; 2025Q1: 2,421 shares; 2025Q2: 2,421 shares; 2025Q3: 2,521 shares; 2025Q4: 2,188 shares; 2026Q1: 1,521 shares; 2026Q2: 1,521 shares; 2026Q3: 1,521 shares 1,521 $311K 0.09% 0 Timeline MKL MARKEL GROUP INC More: the full row for MARKEL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 276 shares; 2025Q1: 252 shares; 2025Q2: 232 shares; 2025Q3: 232 shares; 2025Q4: 195 shares; 2026Q1: 195 shares; 2026Q2: 180 shares; 2026Q3: 180 shares 180 $308K 0.09% 0 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 826 shares; 2025Q1: 826 shares; 2025Q2: 826 shares; 2025Q3: 826 shares; 2025Q4: 826 shares; 2026Q1: 826 shares; 2026Q2: 826 shares; 2026Q3: 752 shares 752 $297K 0.09% -74 Timeline UFOX 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: 3,473 shares; 2025Q1: 3,473 shares; 2025Q2: 3,473 shares; 2025Q3: 3,473 shares; 2025Q4: 3,473 shares; 2026Q1: 3,473 shares; 2026Q2: 3,473 shares; 2026Q3: 3,473 shares 3,473 $295K 0.09% 0 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: 3,000 shares; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares; 2025Q3: 1,100 shares; 2025Q4: 1,100 shares; 2026Q1: 1,100 shares; 2026Q2: 1,056 shares; 2026Q3: 966 shares 966 $294K 0.09% -90 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,881 shares; 2025Q1: 1,881 shares; 2025Q2: 1,881 shares; 2025Q3: 1,917 shares; 2025Q4: 1,917 shares; 2026Q1: 1,881 shares; 2026Q2: 1,881 shares; 2026Q3: 1,712 shares 1,712 $292K 0.08% -169 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,500 shares; 2025Q1: 3,500 shares; 2025Q2: 3,500 shares; 2025Q3: 3,500 shares; 2025Q4: 3,500 shares; 2026Q1: 3,500 shares; 2026Q2: 3,500 shares; 2026Q3: 3,185 shares 3,185 $248K 0.07% -315 Timeline SHY 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: 3,049 shares 3,049 $248K 0.07% new Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 13,091 shares; 2025Q1: 14,216 shares; 2025Q2: 18,178 shares; 2025Q3: 18,178 shares; 2025Q4: 8,463 shares; 2026Q1: 7,477 shares; 2026Q2: 4,903 shares; 2026Q3: 4,903 shares 4,903 $247K 0.07% 0 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,638 shares; 2025Q1: 3,638 shares; 2025Q2: 3,638 shares; 2025Q3: 3,638 shares; 2025Q4: 2,148 shares; 2026Q1: 2,148 shares; 2026Q2: 2,148 shares; 2026Q3: 2,148 shares 2,148 $240K 0.07% 0 Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 493 shares; 2025Q1: 493 shares; 2025Q2: 493 shares; 2025Q3: 493 shares; 2025Q4: 493 shares; 2026Q1: 493 shares; 2026Q2: 493 shares; 2026Q3: 449 shares 449 $234K 0.07% -44 Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,250 shares; 2025Q1: 1,250 shares; 2025Q2: 1,250 shares; 2025Q3: 1,250 shares; 2025Q4: 1,250 shares; 2026Q1: 1,250 shares; 2026Q2: 1,250 shares; 2026Q3: 1,250 shares 1,250 $234K 0.07% 0 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 480 shares; 2025Q1: 480 shares; 2025Q2: 480 shares; 2025Q3: 480 shares; 2025Q4: 480 shares; 2026Q1: 480 shares; 2026Q2: 480 shares; 2026Q3: 480 shares 480 $232K 0.07% 0 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: 2,200 shares; 2025Q1: 1,400 shares; 2025Q2: 1,400 shares; 2025Q3: 1,400 shares; 2025Q4: 1,400 shares; 2026Q1: 1,400 shares; 2026Q2: 1,400 shares; 2026Q3: 1,274 shares 1,274 $228K 0.07% -126 Timeline HEI-A HEICO CORP NEW More: the full row for HEICO CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 994 shares; 2025Q1: 994 shares; 2025Q2: 994 shares; 2025Q3: 994 shares; 2025Q4: 994 shares; 2026Q1: 994 shares; 2026Q2: 994 shares; 2026Q3: 994 shares 994 $227K 0.07% 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: 3,452 shares; 2025Q1: 3,452 shares; 2025Q2: 3,452 shares; 2025Q3: 3,501 shares; 2025Q4: 3,501 shares; 2026Q1: 3,501 shares; 2026Q2: 3,501 shares; 2026Q3: 3,272 shares 3,272 $220K 0.06% -229 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: 1,123 shares; 2025Q1: 1,123 shares; 2025Q2: 1,123 shares; 2025Q3: 1,123 shares; 2025Q4: 1,123 shares; 2026Q1: 1,123 shares; 2026Q2: 1,123 shares; 2026Q3: 1,123 shares 1,123 $214K 0.06% 0 Timeline BIIB BIOGEN INC More: the full row for BIOGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 916 shares; 2025Q1: 916 shares; 2025Q2: 916 shares; 2025Q3: 916 shares; 2025Q4: 916 shares; 2026Q1: 916 shares; 2026Q2: 916 shares; 2026Q3: 834 shares 834 $188K 0.05% -82 Timeline AFG AMERICAN FINANCIAL GROUP INC More: the full row for AMERICAN FINANCIAL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,371 shares; 2025Q3: 1,371 shares; 2025Q4: 1,371 shares; 2026Q1: 1,371 shares; 2026Q2: 1,371 shares; 2026Q3: 1,371 shares 1,371 $187K 0.05% 0 Timeline PPG PPG INDS INC More: the full row for PPG INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,500 shares; 2025Q1: 2,500 shares; 2025Q2: 2,500 shares; 2025Q3: 2,500 shares; 2025Q4: 1,667 shares; 2026Q1: 1,667 shares; 2026Q2: 1,667 shares; 2026Q3: 1,667 shares 1,667 $174K 0.05% 0 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,486 shares; 2025Q1: 2,486 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 $171K 0.05% 0 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,275 shares; 2025Q1: 1,275 shares; 2025Q2: 1,275 shares; 2025Q3: 1,275 shares; 2025Q4: 975 shares; 2026Q1: 975 shares; 2026Q2: 975 shares; 2026Q3: 975 shares 975 $160K 0.05% 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: not reported; 2026Q3: 747 shares 747 $158K 0.05% new Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,224 shares; 2025Q1: 1,224 shares; 2025Q2: 1,224 shares; 2025Q3: 1,224 shares; 2025Q4: 1,224 shares; 2026Q1: 1,224 shares; 2026Q2: 1,224 shares; 2026Q3: 1,224 shares 1,224 $145K 0.04% 0 Timeline VTWO VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,275 shares; 2025Q1: 1,275 shares; 2025Q2: 1,275 shares; 2025Q3: 1,275 shares; 2025Q4: 1,275 shares; 2026Q1: 1,275 shares; 2026Q2: 1,225 shares; 2026Q3: 1,225 shares 1,225 $137K 0.04% 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: 500 shares; 2025Q1: 500 shares; 2025Q2: 500 shares; 2025Q3: 500 shares; 2025Q4: 500 shares; 2026Q1: 500 shares; 2026Q2: 500 shares; 2026Q3: 500 shares 500 $128K 0.04% 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: not reported; 2026Q3: 804 shares 804 $125K 0.04% new Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,500 shares; 2025Q1: 1,500 shares; 2025Q2: 1,500 shares; 2025Q3: 1,500 shares; 2025Q4: 1,500 shares; 2026Q1: 1,500 shares; 2026Q2: 1,500 shares; 2026Q3: 1,500 shares 1,500 $124K 0.04% 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: 1,592 shares; 2025Q1: 1,592 shares; 2025Q2: 1,592 shares; 2025Q3: 1,592 shares; 2025Q4: 1,592 shares; 2026Q1: 1,592 shares; 2026Q2: 1,592 shares; 2026Q3: 1,592 shares 1,592 $121K 0.04% 0 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,244 shares; 2025Q1: 1,244 shares; 2025Q2: 1,244 shares; 2025Q3: 1,244 shares; 2025Q4: 1,244 shares; 2026Q1: 1,244 shares; 2026Q2: 1,244 shares; 2026Q3: 1,132 shares 1,132 $110K 0.03% -112 Timeline SPGM 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: 1,622 shares; 2025Q1: 1,622 shares; 2025Q2: 1,462 shares; 2025Q3: 1,676 shares; 2025Q4: 1,448 shares; 2026Q1: 1,218 shares; 2026Q2: 1,218 shares; 2026Q3: 1,218 shares 1,218 $105K 0.03% 0 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: 150 shares; 2025Q1: 150 shares; 2025Q2: 150 shares; 2025Q3: 150 shares; 2025Q4: 150 shares; 2026Q1: 150 shares; 2026Q2: 150 shares; 2026Q3: 150 shares 150 $105K 0.03% 0 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: 569 shares; 2025Q1: 569 shares; 2025Q2: 569 shares; 2025Q3: 569 shares; 2025Q4: 296 shares; 2026Q1: 296 shares; 2026Q2: 296 shares; 2026Q3: 296 shares 296 $97.9K 0.03% 0 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 410 shares; 2025Q1: 410 shares; 2025Q2: 410 shares; 2025Q3: 410 shares; 2025Q4: 410 shares; 2026Q1: 410 shares; 2026Q2: 410 shares; 2026Q3: 410 shares 410 $93.6K 0.03% 0 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 317 shares; 2025Q1: 317 shares; 2025Q2: 317 shares; 2025Q3: 317 shares; 2025Q4: 317 shares; 2026Q1: 317 shares; 2026Q2: 317 shares; 2026Q3: 289 shares 289 $86.8K 0.03% -28 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,800 shares; 2025Q1: 1,800 shares; 2025Q2: 1,800 shares; 2025Q3: 1,800 shares; 2025Q4: 1,800 shares; 2026Q1: 1,800 shares; 2026Q2: 1,800 shares; 2026Q3: 1,800 shares 1,800 $83.7K 0.02% 0 Timeline WAT WATERS CORP More: the full row for WATERS 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: 189 shares; 2026Q2: 189 shares; 2026Q3: 189 shares 189 $83K 0.02% 0 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,734 shares; 2025Q1: 1,536 shares; 2025Q2: 1,307 shares; 2025Q3: 1,307 shares; 2025Q4: 1,278 shares; 2026Q1: 1,261 shares; 2026Q2: 1,159 shares; 2026Q3: 1,159 shares 1,159 $81.3K 0.02% 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: 470 shares; 2025Q1: 470 shares; 2025Q2: 470 shares; 2025Q3: 470 shares; 2025Q4: 470 shares; 2026Q1: 470 shares; 2026Q2: 470 shares; 2026Q3: 470 shares 470 $75.4K 0.02% 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: 538 shares; 2025Q1: 538 shares; 2025Q2: 538 shares; 2025Q3: 352 shares; 2025Q4: 200 shares; 2026Q1: 200 shares; 2026Q2: 200 shares; 2026Q3: 200 shares 200 $73.4K 0.02% 0 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: 121 shares; 2025Q1: 121 shares; 2025Q2: 121 shares; 2025Q3: 103 shares; 2025Q4: 72 shares; 2026Q1: 72 shares; 2026Q2: 72 shares; 2026Q3: 72 shares 72 $65.5K 0.02% 0 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 217 shares; 2025Q1: 217 shares; 2025Q2: 217 shares; 2025Q3: 217 shares; 2025Q4: 217 shares; 2026Q1: 217 shares; 2026Q2: 217 shares; 2026Q3: 217 shares 217 $61.7K 0.02% 0 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 830 shares; 2025Q1: 953 shares; 2025Q2: 953 shares; 2025Q3: 953 shares; 2025Q4: 465 shares; 2026Q1: 465 shares; 2026Q2: 465 shares; 2026Q3: 449 shares 449 $61.1K 0.02% -16 Timeline MGC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 210 shares; 2025Q1: 210 shares; 2025Q2: 210 shares; 2025Q3: 210 shares; 2025Q4: 210 shares; 2026Q1: 210 shares; 2026Q2: 210 shares; 2026Q3: 210 shares 210 $59.3K 0.02% 0 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,300 shares; 2025Q1: 1,300 shares; 2025Q2: 1,300 shares; 2025Q3: 1,300 shares; 2025Q4: 967 shares; 2026Q1: 967 shares; 2026Q2: 967 shares; 2026Q3: 967 shares 967 $53K 0.02% 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: 4,922 shares; 2025Q1: 1,012 shares; 2025Q2: 408 shares; 2025Q3: 408 shares; 2025Q4: 816 shares; 2026Q1: 816 shares; 2026Q2: 816 shares; 2026Q3: 816 shares 816 $50.2K 0.01% 0 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: 3,840 shares; 2025Q1: 1,040 shares; 2025Q2: 1,040 shares; 2025Q3: 1,040 shares; 2025Q4: 1,040 shares; 2026Q1: 1,040 shares; 2026Q2: 1,040 shares; 2026Q3: 1,040 shares 1,040 $47.7K 0.01% 0 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,058 shares; 2025Q3: 1,058 shares; 2025Q4: 1,058 shares; 2026Q1: 1,058 shares; 2026Q2: 1,058 shares; 2026Q3: 1,058 shares 1,058 $46.5K 0.01% 0 Timeline OTIS OTIS WORLDWIDE CORP More: the full row for OTIS WORLDWIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 650 shares; 2025Q1: 650 shares; 2025Q2: 650 shares; 2025Q3: 650 shares; 2025Q4: 650 shares; 2026Q1: 650 shares; 2026Q2: 650 shares; 2026Q3: 650 shares 650 $41.8K 0.01% 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: not reported; 2025Q1: not reported; 2025Q2: 706 shares; 2025Q3: 706 shares; 2025Q4: 706 shares; 2026Q1: 706 shares; 2026Q2: 706 shares; 2026Q3: 706 shares 706 $38.4K 0.01% 0 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: 263 shares; 2025Q1: 263 shares; 2025Q2: 75 shares; 2025Q3: 75 shares; 2025Q4: 75 shares; 2026Q1: 75 shares; 2026Q2: 75 shares; 2026Q3: 32 shares 32 $37K 0.01% -43 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 196 shares; 2025Q1: 196 shares; 2025Q2: 196 shares; 2025Q3: 196 shares; 2025Q4: 196 shares; 2026Q1: 196 shares; 2026Q2: 196 shares; 2026Q3: 196 shares 196 $32.7K 0.01% 0 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 364 shares; 2025Q1: 364 shares; 2025Q2: 364 shares; 2025Q3: 364 shares; 2025Q4: 728 shares; 2026Q1: 728 shares; 2026Q2: 728 shares; 2026Q3: 728 shares 728 $28.7K 0.01% 0 Timeline SOLV SOLVENTUM CORP More: the full row for SOLVENTUM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 300 shares; 2025Q1: 300 shares; 2025Q2: 300 shares; 2025Q3: 300 shares; 2025Q4: 300 shares; 2026Q1: 300 shares; 2026Q2: 300 shares; 2026Q3: 300 shares 300 $26.4K 0.01% 0 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 180,027 shares; 2025Q1: 365 shares; 2025Q2: 365 shares; 2025Q3: 365 shares; 2025Q4: 365 shares; 2026Q1: 365 shares; 2026Q2: 365 shares; 2026Q3: 365 shares 365 $21.6K 0.01% 0 Timeline ESGV 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: 352 shares; 2025Q1: 352 shares; 2025Q2: 352 shares; 2025Q3: 158 shares; 2025Q4: 158 shares; 2026Q1: 158 shares; 2026Q2: 158 shares; 2026Q3: 158 shares 158 $21.4K 0.01% 0 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 50 shares; 2025Q4: 50 shares; 2026Q1: 50 shares; 2026Q2: 50 shares; 2026Q3: 50 shares 50 $19K 0.01% 0 Timeline GXC 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: 4,291 shares; 2025Q1: 4,066 shares; 2025Q2: 4,066 shares; 2025Q3: 4,066 shares; 2025Q4: 3,315 shares; 2026Q1: 3,315 shares; 2026Q2: 204 shares; 2026Q3: 204 shares 204 $17.7K 0.01% 0 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 112 shares; 2025Q4: 112 shares; 2026Q1: 112 shares; 2026Q2: 112 shares; 2026Q3: 112 shares 112 $17.5K 0.01% 0 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 50 shares; 2025Q4: 44 shares; 2026Q1: 44 shares; 2026Q2: 44 shares; 2026Q3: 44 shares 44 $17.5K 0.01% 0 Timeline ACWI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 107 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 105 shares; 2026Q2: 105 shares; 2026Q3: 107 shares 107 $17K <0.01% +2 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 28 shares; 2025Q1: 28 shares; 2025Q2: 420 shares; 2025Q3: 420 shares; 2025Q4: 195 shares; 2026Q1: 195 shares; 2026Q2: 195 shares; 2026Q3: 195 shares 195 $16.7K <0.01% 0 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 252 shares; 2025Q1: 252 shares; 2025Q2: 252 shares; 2025Q3: 252 shares; 2025Q4: 252 shares; 2026Q1: 252 shares; 2026Q2: 252 shares; 2026Q3: 252 shares 252 $14.6K <0.01% 0 Timeline MBGL MOBILITY GLOBAL INC More: the full row for MOBILITY GLOBAL 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: 826 shares 826 $14.2K <0.01% new 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: not reported; 2025Q1: not reported; 2025Q2: 213 shares; 2025Q3: 213 shares; 2025Q4: 213 shares; 2026Q1: 213 shares; 2026Q2: 213 shares; 2026Q3: 213 shares 213 $12.9K <0.01% 0 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 368 shares; 2025Q1: 368 shares; 2025Q2: 110 shares; 2025Q3: 110 shares; 2025Q4: 110 shares; 2026Q1: 110 shares; 2026Q2: 110 shares; 2026Q3: 110 shares 110 $12.5K <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: not reported; 2025Q1: not reported; 2025Q2: 100 shares; 2025Q3: 100 shares; 2025Q4: 75 shares; 2026Q1: 75 shares; 2026Q2: 75 shares; 2026Q3: 75 shares 75 $12.3K <0.01% 0 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 23 shares; 2025Q4: 23 shares; 2026Q1: 23 shares; 2026Q2: 23 shares; 2026Q3: 23 shares 23 $11.3K <0.01% 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: 220 shares; 2025Q1: 220 shares; 2025Q2: 220 shares; 2025Q3: 188 shares; 2025Q4: 188 shares; 2026Q1: 106 shares; 2026Q2: 106 shares; 2026Q3: 106 shares 106 $10.3K <0.01% 0 Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 180 shares; 2025Q3: 181 shares; 2025Q4: 181 shares; 2026Q1: 181 shares; 2026Q2: 181 shares; 2026Q3: 181 shares 181 $10K <0.01% 0 Timeline VIK VIKING HOLDINGS LTD More: the full row for VIKING HOLDINGS LTD 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 $7.83K <0.01% 0 Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 42 shares; 2025Q1: 42 shares; 2025Q2: 42 shares; 2025Q3: 42 shares; 2025Q4: 42 shares; 2026Q1: 42 shares; 2026Q2: 42 shares; 2026Q3: 42 shares 42 $5.14K <0.01% 0 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: 26 shares; 2025Q1: 26 shares; 2025Q2: 26 shares; 2025Q3: 26 shares; 2025Q4: 26 shares; 2026Q1: 26 shares; 2026Q2: 26 shares; 2026Q3: 26 shares 26 $4.89K <0.01% 0 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 46 shares; 2025Q1: 46 shares; 2025Q2: 46 shares; 2025Q3: 46 shares; 2025Q4: 46 shares; 2026Q1: 46 shares; 2026Q2: 46 shares; 2026Q3: 46 shares 46 $4.88K <0.01% 0 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 46 shares; 2025Q4: 46 shares; 2026Q1: 46 shares; 2026Q2: 46 shares; 2026Q3: 46 shares 46 $4.23K <0.01% 0 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 116 shares; 2025Q1: 116 shares; 2025Q2: 116 shares; 2025Q3: 116 shares; 2025Q4: 116 shares; 2026Q1: 116 shares; 2026Q2: 116 shares; 2026Q3: 116 shares 116 $2.83K <0.01% 0 Timeline TROW PRICE T ROWE GROUP INC More: the full row for PRICE T ROWE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 17 shares; 2025Q1: 17 shares; 2025Q2: 17 shares; 2025Q3: 17 shares; 2025Q4: 17 shares; 2026Q1: 17 shares; 2026Q2: 17 shares; 2026Q3: 17 shares 17 $1.77K <0.01% 0 Timeline OXY/WS 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: not reported; 2025Q1: not reported; 2025Q2: 22 shares; 2025Q3: 22 shares; 2025Q4: 22 shares; 2026Q1: 22 shares; 2026Q2: 22 shares; 2026Q3: 22 shares 22 $732 <0.01% 0 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 137 shares; 2025Q1: 137 shares; 2025Q2: 137 shares; 2025Q3: 138 shares; 2025Q4: 1 shares; 2026Q1: 1 shares; 2026Q2: 1 shares; 2026Q3: 1 shares 1 $725 <0.01% 0 Timeline