VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 94,066 shares; 2024Q4: 94,129 shares; 2025Q1: 93,802 shares; 2025Q2: 95,069 shares; 2025Q3: 95,711 shares; 2025Q4: 96,315 shares; 2026Q1: 97,666 shares; 2026Q2: 56,605 shares 56,605 $13.4M 6.32% -41,061 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,467 shares; 2024Q4: 256,067 shares; 2025Q1: 298,745 shares; 2025Q2: 323,910 shares; 2025Q3: 361,733 shares; 2025Q4: 405,650 shares; 2026Q1: 432,060 shares; 2026Q2: 210,304 shares 210,304 $10.6M 4.99% -221,756 Timeline VLUE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 112,177 shares; 2024Q4: 115,666 shares; 2025Q1: 118,882 shares; 2025Q2: 118,120 shares; 2025Q3: 115,367 shares; 2025Q4: 114,846 shares; 2026Q1: 114,845 shares; 2026Q2: 46,219 shares 46,219 $9.24M 4.36% -68,626 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; 2024Q3: 35,100 shares; 2024Q4: 34,955 shares; 2025Q1: 34,834 shares; 2025Q2: 35,477 shares; 2025Q3: 35,299 shares; 2025Q4: 34,754 shares; 2026Q1: 35,590 shares; 2026Q2: 106,154 shares 106,154 $9.14M 4.32% +70,564 Timeline VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 329,595 shares; 2024Q4: 318,786 shares; 2025Q1: 293,041 shares; 2025Q2: 285,002 shares; 2025Q3: 305,566 shares; 2025Q4: 321,697 shares; 2026Q1: 339,430 shares; 2026Q2: 144,585 shares 144,585 $8.53M 4.03% -194,845 Timeline VIGI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 69,678 shares; 2024Q4: 71,213 shares; 2025Q1: 72,466 shares; 2025Q2: 73,530 shares; 2025Q3: 74,113 shares; 2025Q4: 75,785 shares; 2026Q1: 77,180 shares; 2026Q2: 79,461 shares 79,461 $7.42M 3.5% +2,281 Timeline DFUV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 288,403 shares; 2024Q4: 297,266 shares; 2025Q1: 306,042 shares; 2025Q2: 278,489 shares; 2025Q3: 270,523 shares; 2025Q4: 275,014 shares; 2026Q1: 273,612 shares; 2026Q2: 132,726 shares 132,726 $7.3M 3.45% -140,886 Timeline VCRB VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 890 shares; 2025Q3: 153,379 shares; 2025Q4: 165,892 shares; 2026Q1: 176,465 shares; 2026Q2: 87,737 shares 87,737 $6.78M 3.2% -88,728 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 172,438 shares; 2024Q4: 185,785 shares; 2025Q1: 194,771 shares; 2025Q2: 200,326 shares; 2025Q3: 223,267 shares; 2025Q4: 246,253 shares; 2026Q1: 255,549 shares; 2026Q2: 112,872 shares 112,872 $5.47M 2.58% -142,677 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 35,863 shares; 2024Q4: 36,027 shares; 2025Q1: 36,835 shares; 2025Q2: 37,114 shares; 2025Q3: 36,640 shares; 2025Q4: 37,299 shares; 2026Q1: 38,663 shares; 2026Q2: 17,717 shares 17,717 $5.43M 2.56% -20,946 Timeline DFIS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 167,647 shares; 2024Q4: 180,880 shares; 2025Q1: 187,820 shares; 2025Q2: 188,157 shares; 2025Q3: 196,429 shares; 2025Q4: 199,886 shares; 2026Q1: 199,094 shares; 2026Q2: 117,508 shares 117,508 $4.12M 1.94% -81,586 Timeline DFIV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 85,974 shares; 2024Q4: 90,093 shares; 2025Q1: 93,290 shares; 2025Q2: 92,500 shares; 2025Q3: 93,268 shares; 2025Q4: 97,333 shares; 2026Q1: 98,046 shares; 2026Q2: 71,289 shares 71,289 $3.85M 1.82% -26,757 Timeline VGK VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 49,985 shares; 2024Q4: 51,526 shares; 2025Q1: 52,198 shares; 2025Q2: 52,762 shares; 2025Q3: 53,210 shares; 2025Q4: 53,698 shares; 2026Q1: 53,675 shares; 2026Q2: 37,695 shares 37,695 $3.34M 1.58% -15,980 Timeline SMLF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 83,136 shares; 2024Q4: 81,767 shares; 2025Q1: 77,787 shares; 2025Q2: 76,029 shares; 2025Q3: 75,537 shares; 2025Q4: 74,101 shares; 2026Q1: 71,659 shares; 2026Q2: 33,862 shares 33,862 $3.02M 1.43% -37,797 Timeline BSCT 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; 2024Q3: 203,251 shares; 2024Q4: 222,108 shares; 2025Q1: 236,003 shares; 2025Q2: 251,683 shares; 2025Q3: 276,710 shares; 2025Q4: 292,826 shares; 2026Q1: 311,093 shares; 2026Q2: 158,647 shares 158,647 $2.95M 1.39% -152,446 Timeline BSCY 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; 2024Q3: 580 shares; 2024Q4: 78,905 shares; 2025Q1: 126,244 shares; 2025Q2: 163,470 shares; 2025Q3: 199,762 shares; 2025Q4: 245,014 shares; 2026Q1: 269,234 shares; 2026Q2: 141,877 shares 141,877 $2.93M 1.38% -127,357 Timeline BSCU 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; 2024Q3: 227,947 shares; 2024Q4: 251,233 shares; 2025Q1: 266,797 shares; 2025Q2: 285,094 shares; 2025Q3: 311,763 shares; 2025Q4: 330,671 shares; 2026Q1: 354,188 shares; 2026Q2: 175,307 shares 175,307 $2.92M 1.38% -178,881 Timeline BSCW 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; 2024Q3: 195,764 shares; 2024Q4: 213,726 shares; 2025Q1: 224,685 shares; 2025Q2: 234,422 shares; 2025Q3: 259,699 shares; 2025Q4: 274,464 shares; 2026Q1: 290,687 shares; 2026Q2: 140,019 shares 140,019 $2.87M 1.36% -150,668 Timeline BSCV 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; 2024Q3: 242,870 shares; 2024Q4: 265,857 shares; 2025Q1: 281,173 shares; 2025Q2: 297,073 shares; 2025Q3: 325,452 shares; 2025Q4: 342,512 shares; 2026Q1: 361,721 shares; 2026Q2: 175,107 shares 175,107 $2.87M 1.35% -186,614 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; 2024Q3: 94,499 shares; 2024Q4: 99,617 shares; 2025Q1: 101,301 shares; 2025Q2: 100,332 shares; 2025Q3: 100,792 shares; 2025Q4: 102,323 shares; 2026Q1: 101,097 shares; 2026Q2: 42,997 shares 42,997 $2.83M 1.33% -58,100 Timeline DFSU DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 74,068 shares; 2024Q4: 77,903 shares; 2025Q1: 78,598 shares; 2025Q2: 84,148 shares; 2025Q3: 91,066 shares; 2025Q4: 95,282 shares; 2026Q1: 97,618 shares; 2026Q2: 59,027 shares 59,027 $2.75M 1.3% -38,591 Timeline DFSI DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 70,726 shares; 2024Q4: 82,911 shares; 2025Q1: 86,646 shares; 2025Q2: 84,340 shares; 2025Q3: 95,054 shares; 2025Q4: 96,042 shares; 2026Q1: 92,901 shares; 2026Q2: 59,271 shares 59,271 $2.67M 1.26% -33,630 Timeline BSCX 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; 2024Q3: 184,603 shares; 2024Q4: 201,184 shares; 2025Q1: 206,097 shares; 2025Q2: 206,604 shares; 2025Q3: 231,984 shares; 2025Q4: 250,270 shares; 2026Q1: 265,879 shares; 2026Q2: 124,613 shares 124,613 $2.62M 1.24% -141,266 Timeline IBCA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,235 shares; 2025Q3: 28,363 shares; 2025Q4: 143,278 shares; 2026Q1: 186,006 shares; 2026Q2: 101,327 shares 101,327 $2.59M 1.23% -84,679 Timeline LRGF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 74,834 shares; 2024Q4: 71,791 shares; 2025Q1: 69,296 shares; 2025Q2: 68,370 shares; 2025Q3: 68,302 shares; 2025Q4: 67,177 shares; 2026Q1: 66,492 shares; 2026Q2: 34,140 shares 34,140 $2.58M 1.22% -32,352 Timeline SCHR SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 43,951 shares; 2024Q4: 126,541 shares; 2025Q1: 139,156 shares; 2025Q2: 131,409 shares; 2025Q3: 132,134 shares; 2025Q4: 132,019 shares; 2026Q1: 131,109 shares; 2026Q2: 101,040 shares 101,040 $2.49M 1.18% -30,069 Timeline IQLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 177,814 shares; 2024Q4: 186,526 shares; 2025Q1: 192,704 shares; 2025Q2: 194,341 shares; 2025Q3: 197,580 shares; 2025Q4: 200,151 shares; 2026Q1: 203,556 shares; 2026Q2: 36,489 shares 36,489 $1.81M 0.85% -167,067 Timeline IAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 32,129 shares; 2024Q4: 31,664 shares; 2025Q1: 36,508 shares; 2025Q2: 42,723 shares; 2025Q3: 42,458 shares; 2025Q4: 44,613 shares; 2026Q1: 48,095 shares; 2026Q2: 35,546 shares 35,546 $1.8M 0.85% -12,549 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,604 shares; 2024Q4: 25,645 shares; 2025Q1: 24,686 shares; 2025Q2: 23,685 shares; 2025Q3: 24,539 shares; 2025Q4: 24,606 shares; 2026Q1: 25,082 shares; 2026Q2: 5,926 shares 5,926 $1.71M 0.81% -19,156 Timeline DXJ WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,666 shares; 2024Q4: 4,666 shares; 2025Q1: 4,666 shares; 2025Q2: 4,666 shares; 2025Q3: 4,666 shares; 2025Q4: 4,666 shares; 2026Q1: 4,666 shares; 2026Q2: 9,842 shares 9,842 $1.71M 0.81% +5,176 Timeline VPL VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 33,911 shares; 2024Q4: 32,783 shares; 2025Q1: 33,273 shares; 2025Q2: 33,024 shares; 2025Q3: 32,443 shares; 2025Q4: 32,753 shares; 2026Q1: 32,245 shares; 2026Q2: 14,647 shares 14,647 $1.69M 0.8% -17,598 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; 2024Q3: 4,844 shares; 2024Q4: 3,876 shares; 2025Q1: 3,442 shares; 2025Q2: 19,650 shares; 2025Q3: 26,463 shares; 2025Q4: 35,158 shares; 2026Q1: 37,903 shares; 2026Q2: 20,225 shares 20,225 $1.68M 0.79% -17,678 Timeline IBID ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 91,636 shares; 2025Q3: 98,776 shares; 2025Q4: 105,972 shares; 2026Q1: 108,663 shares; 2026Q2: 60,275 shares 60,275 $1.58M 0.75% -48,388 Timeline BSCR 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; 2024Q3: 194,043 shares; 2024Q4: 208,788 shares; 2025Q1: 220,936 shares; 2025Q2: 122,772 shares; 2025Q3: 132,022 shares; 2025Q4: 141,562 shares; 2026Q1: 152,758 shares; 2026Q2: 80,576 shares 80,576 $1.58M 0.75% -72,182 Timeline PRF INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 31,355 shares; 2024Q4: 31,305 shares; 2025Q1: 31,305 shares; 2025Q2: 31,305 shares; 2025Q3: 31,305 shares; 2025Q4: 31,305 shares; 2026Q1: 31,305 shares; 2026Q2: 28,600 shares 28,600 $1.55M 0.73% -2,705 Timeline IBIE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 91,427 shares; 2025Q3: 98,352 shares; 2025Q4: 105,108 shares; 2026Q1: 108,907 shares; 2026Q2: 58,583 shares 58,583 $1.54M 0.73% -50,324 Timeline BSCQ 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; 2024Q3: 196,085 shares; 2024Q4: 208,449 shares; 2025Q1: 220,077 shares; 2025Q2: 119,902 shares; 2025Q3: 128,835 shares; 2025Q4: 137,673 shares; 2026Q1: 147,036 shares; 2026Q2: 78,481 shares 78,481 $1.53M 0.72% -68,555 Timeline BSCS 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; 2024Q3: 188,238 shares; 2024Q4: 204,911 shares; 2025Q1: 217,215 shares; 2025Q2: 119,132 shares; 2025Q3: 127,263 shares; 2025Q4: 134,903 shares; 2026Q1: 145,217 shares; 2026Q2: 73,342 shares 73,342 $1.49M 0.71% -71,875 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,368 shares; 2024Q4: 19,515 shares; 2025Q1: 20,084 shares; 2025Q2: 19,999 shares; 2025Q3: 20,356 shares; 2025Q4: 20,391 shares; 2026Q1: 20,742 shares; 2026Q2: 7,325 shares 7,325 $1.47M 0.69% -13,417 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,582 shares; 2026Q2: 7,540 shares 7,540 $1.45M 0.68% +2,958 Timeline IBIC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 91,244 shares; 2025Q3: 97,649 shares; 2025Q4: 104,139 shares; 2026Q1: 102,743 shares; 2026Q2: 55,385 shares 55,385 $1.44M 0.68% -47,358 Timeline DGS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 49,455 shares; 2024Q4: 50,455 shares; 2025Q1: 51,030 shares; 2025Q2: 50,942 shares; 2025Q3: 52,013 shares; 2025Q4: 56,132 shares; 2026Q1: 58,038 shares; 2026Q2: 21,834 shares 21,834 $1.41M 0.67% -36,204 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,774 shares; 2024Q4: 16,637 shares; 2025Q1: 15,577 shares; 2025Q2: 16,764 shares; 2025Q3: 16,574 shares; 2025Q4: 16,407 shares; 2026Q1: 16,263 shares; 2026Q2: 3,749 shares 3,749 $1.4M 0.66% -12,514 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; 2024Q3: 17,869 shares; 2024Q4: 24,669 shares; 2025Q1: 17,684 shares; 2025Q2: 17,529 shares; 2025Q3: 20,409 shares; 2025Q4: 17,477 shares; 2026Q1: 17,442 shares; 2026Q2: 10,310 shares 10,310 $1.36M 0.64% -7,132 Timeline IBDS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,965 shares; 2024Q4: 8,905 shares; 2025Q1: 8,985 shares; 2025Q2: 42,786 shares; 2025Q3: 72,516 shares; 2025Q4: 91,858 shares; 2026Q1: 102,848 shares; 2026Q2: 55,314 shares 55,314 $1.34M 0.63% -47,534 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,251 shares; 2024Q4: 2,108 shares; 2025Q1: 1,251 shares; 2025Q2: 1,239 shares; 2025Q3: 1,517 shares; 2025Q4: 1,580 shares; 2026Q1: 1,375 shares; 2026Q2: 1,716 shares 1,716 $1.29M 0.61% +341 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,005 shares; 2024Q4: 2,876 shares; 2025Q1: 2,876 shares; 2025Q2: 2,876 shares; 2025Q3: 2,924 shares; 2025Q4: 2,790 shares; 2026Q1: 3,022 shares; 2026Q2: 8,458 shares 8,458 $1.05M 0.5% +5,436 Timeline FNDX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,885 shares; 2024Q4: 56,655 shares; 2025Q1: 56,635 shares; 2025Q2: 55,615 shares; 2025Q3: 55,605 shares; 2025Q4: 54,205 shares; 2026Q1: 53,935 shares; 2026Q2: 33,107 shares 33,107 $1.03M 0.49% -20,828 Timeline USFR WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 38,440 shares; 2024Q4: 36,566 shares; 2025Q1: 73,463 shares; 2025Q2: 69,659 shares; 2025Q3: 66,283 shares; 2025Q4: 68,068 shares; 2026Q1: 59,823 shares; 2026Q2: 19,548 shares 19,548 $984K 0.46% -40,275 Timeline VSGX VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,841 shares; 2024Q4: 33,233 shares; 2025Q1: 26,551 shares; 2025Q2: 20,227 shares; 2025Q3: 18,604 shares; 2025Q4: 18,481 shares; 2026Q1: 17,666 shares; 2026Q2: 10,803 shares 10,803 $890K 0.42% -6,863 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,828 shares; 2024Q4: 4,839 shares; 2025Q1: 5,051 shares; 2025Q2: 5,885 shares; 2025Q3: 5,833 shares; 2025Q4: 5,817 shares; 2026Q1: 7,197 shares; 2026Q2: 2,377 shares 2,377 $888K 0.42% -4,820 Timeline GMF SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,923 shares; 2024Q4: 17,285 shares; 2025Q1: 17,745 shares; 2025Q2: 17,046 shares; 2025Q3: 16,646 shares; 2025Q4: 16,419 shares; 2026Q1: 16,307 shares; 2026Q2: 5,336 shares 5,336 $838K 0.4% -10,971 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,569 shares; 2024Q4: 20,697 shares; 2025Q1: 20,290 shares; 2025Q2: 21,828 shares; 2025Q3: 21,314 shares; 2025Q4: 21,164 shares; 2026Q1: 21,016 shares; 2026Q2: 5,847 shares 5,847 $799K 0.38% -15,169 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,045 shares; 2024Q4: 2,239 shares; 2025Q1: 2,290 shares; 2025Q2: 3,539 shares; 2025Q3: 2,832 shares; 2025Q4: 2,666 shares; 2026Q1: 2,642 shares; 2026Q2: 1,910 shares 1,910 $707K 0.33% -732 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; 2024Q3: 5,876 shares; 2024Q4: 5,830 shares; 2025Q1: 5,811 shares; 2025Q2: 5,526 shares; 2025Q3: 5,496 shares; 2025Q4: 5,463 shares; 2026Q1: 5,428 shares; 2026Q2: 8,668 shares 8,668 $698K 0.33% +3,240 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,219 shares; 2024Q4: 6,296 shares; 2025Q1: 6,196 shares; 2025Q2: 6,342 shares; 2025Q3: 7,120 shares; 2025Q4: 7,176 shares; 2026Q1: 7,416 shares; 2026Q2: 2,913 shares 2,913 $694K 0.33% -4,503 Timeline ESML ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 42,150 shares; 2024Q4: 42,645 shares; 2025Q1: 40,205 shares; 2025Q2: 40,640 shares; 2025Q3: 39,262 shares; 2025Q4: 38,482 shares; 2026Q1: 38,378 shares; 2026Q2: 12,379 shares 12,379 $692K 0.33% -25,999 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 4,817 shares; 2025Q1: 4,843 shares; 2025Q2: 5,442 shares; 2025Q3: 5,335 shares; 2025Q4: 5,016 shares; 2026Q1: 5,027 shares; 2026Q2: 4,016 shares 4,016 $682K 0.32% -1,011 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,474 shares; 2024Q4: 7,527 shares; 2025Q1: 7,520 shares; 2025Q2: 7,640 shares; 2025Q3: 8,852 shares; 2025Q4: 8,794 shares; 2026Q1: 8,891 shares; 2026Q2: 1,881 shares 1,881 $672K 0.32% -7,010 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,933 shares; 2024Q4: 8,755 shares; 2025Q1: 8,615 shares; 2025Q2: 10,308 shares; 2025Q3: 10,239 shares; 2025Q4: 9,718 shares; 2026Q1: 9,915 shares; 2026Q2: 2,014 shares 2,014 $659K 0.31% -7,901 Timeline JVAL J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,890 shares; 2024Q4: 10,890 shares; 2025Q1: 10,890 shares; 2025Q2: 18,590 shares; 2025Q3: 14,415 shares; 2025Q4: 14,075 shares; 2026Q1: 12,140 shares; 2026Q2: 11,085 shares 11,085 $650K 0.31% -1,055 Timeline DLS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,049 shares; 2024Q4: 19,480 shares; 2025Q1: 19,311 shares; 2025Q2: 17,551 shares; 2025Q3: 17,186 shares; 2025Q4: 17,045 shares; 2026Q1: 16,800 shares; 2026Q2: 7,712 shares 7,712 $646K 0.31% -9,088 Timeline NULV NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 32,876 shares; 2024Q4: 32,736 shares; 2025Q1: 32,104 shares; 2025Q2: 32,129 shares; 2025Q3: 29,722 shares; 2025Q4: 27,024 shares; 2026Q1: 32,087 shares; 2026Q2: 11,947 shares 11,947 $597K 0.28% -20,140 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,188 shares; 2024Q4: 2,183 shares; 2025Q1: 2,199 shares; 2025Q2: 2,391 shares; 2025Q3: 2,473 shares; 2025Q4: 2,001 shares; 2026Q1: 2,003 shares; 2026Q2: 543 shares 543 $578K 0.27% -1,460 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,287 shares; 2024Q4: 5,310 shares; 2025Q1: 5,333 shares; 2025Q2: 5,496 shares; 2025Q3: 5,579 shares; 2025Q4: 5,548 shares; 2026Q1: 5,523 shares; 2026Q2: 1,516 shares 1,516 $573K 0.27% -4,007 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,339 shares; 2024Q4: 8,373 shares; 2025Q1: 8,372 shares; 2025Q2: 8,022 shares; 2025Q3: 8,087 shares; 2025Q4: 8,001 shares; 2026Q1: 7,995 shares; 2026Q2: 1,097 shares 1,097 $549K 0.26% -6,898 Timeline IMCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,375 shares; 2024Q4: 6,370 shares; 2025Q1: 6,370 shares; 2025Q2: 7,710 shares; 2025Q3: 7,550 shares; 2025Q4: 7,550 shares; 2026Q1: 8,035 shares; 2026Q2: 5,505 shares 5,505 $541K 0.26% -2,530 Timeline DFSE DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,145 shares; 2024Q4: 20,050 shares; 2025Q1: 20,730 shares; 2025Q2: 21,443 shares; 2025Q3: 23,974 shares; 2025Q4: 23,734 shares; 2026Q1: 27,329 shares; 2026Q2: 10,971 shares 10,971 $536K 0.25% -16,358 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,271 shares; 2024Q4: 8,699 shares; 2025Q1: 8,836 shares; 2025Q2: 9,791 shares; 2025Q3: 9,759 shares; 2025Q4: 9,792 shares; 2026Q1: 9,784 shares; 2026Q2: 2,109 shares 2,109 $536K 0.25% -7,675 Timeline DFAT DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 38,568 shares; 2024Q4: 35,963 shares; 2025Q1: 33,707 shares; 2025Q2: 29,516 shares; 2025Q3: 26,674 shares; 2025Q4: 25,869 shares; 2026Q1: 26,349 shares; 2026Q2: 7,554 shares 7,554 $528K 0.25% -18,795 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,291 shares; 2024Q4: 1,396 shares; 2025Q1: 1,396 shares; 2025Q2: 1,396 shares; 2025Q3: 1,396 shares; 2025Q4: 1,457 shares; 2026Q1: 1,478 shares; 2026Q2: 704 shares 704 $518K 0.24% -774 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,202 shares; 2024Q4: 1,195 shares; 2025Q1: 1,246 shares; 2025Q2: 1,485 shares; 2025Q3: 1,411 shares; 2025Q4: 1,403 shares; 2026Q1: 1,677 shares; 2026Q2: 437 shares 437 $514K 0.24% -1,240 Timeline IBDY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,502 shares; 2024Q4: 17,727 shares; 2025Q1: 20,932 shares; 2025Q2: 30,797 shares; 2025Q3: 30,957 shares; 2025Q4: 30,957 shares; 2026Q1: 31,257 shares; 2026Q2: 19,935 shares 19,935 $513K 0.24% -11,322 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; 2024Q3: 5,428 shares; 2024Q4: 5,367 shares; 2025Q1: 5,336 shares; 2025Q2: 5,336 shares; 2025Q3: 5,178 shares; 2025Q4: 5,163 shares; 2026Q1: 5,163 shares; 2026Q2: 2,667 shares 2,667 $494K 0.23% -2,496 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,409 shares; 2024Q4: 5,597 shares; 2025Q1: 5,490 shares; 2025Q2: 5,916 shares; 2025Q3: 6,388 shares; 2025Q4: 6,470 shares; 2026Q1: 6,566 shares; 2026Q2: 1,393 shares 1,393 $492K 0.23% -5,173 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,460 shares; 2024Q4: 5,460 shares; 2025Q1: 5,475 shares; 2025Q2: 5,455 shares; 2025Q3: 5,455 shares; 2025Q4: 5,455 shares; 2026Q1: 5,474 shares; 2026Q2: 5,255 shares 5,255 $485K 0.23% -219 Timeline FNDA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 45,547 shares; 2024Q4: 90,654 shares; 2025Q1: 89,204 shares; 2025Q2: 89,204 shares; 2025Q3: 89,204 shares; 2025Q4: 88,939 shares; 2026Q1: 88,639 shares; 2026Q2: 10,733 shares 10,733 $408K 0.19% -77,906 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,243 shares; 2024Q4: 4,215 shares; 2025Q1: 4,206 shares; 2025Q2: 4,495 shares; 2025Q3: 4,513 shares; 2025Q4: 4,362 shares; 2026Q1: 4,534 shares; 2026Q2: 1,138 shares 1,138 $401K 0.19% -3,396 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,198 shares; 2024Q4: 6,221 shares; 2025Q1: 6,213 shares; 2025Q2: 6,482 shares; 2025Q3: 6,113 shares; 2025Q4: 6,175 shares; 2026Q1: 5,578 shares; 2026Q2: 4,064 shares 4,064 $391K 0.18% -1,514 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,708 shares; 2025Q1: 2,928 shares; 2025Q2: 2,780 shares; 2025Q3: 2,857 shares; 2025Q4: 2,861 shares; 2026Q1: 2,874 shares; 2026Q2: 872 shares 872 $378K 0.18% -2,002 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 908 shares; 2024Q4: 982 shares; 2025Q1: 897 shares; 2025Q2: 931 shares; 2025Q3: 951 shares; 2025Q4: 946 shares; 2026Q1: 988 shares; 2026Q2: 660 shares 660 $372K 0.18% -328 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,298 shares; 2024Q4: 1,328 shares; 2025Q1: 1,337 shares; 2025Q2: 1,946 shares; 2025Q3: 1,939 shares; 2025Q4: 1,948 shares; 2026Q1: 1,958 shares; 2026Q2: 509 shares 509 $368K 0.17% -1,449 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 165 shares; 2024Q4: 330 shares; 2025Q1: 398 shares; 2025Q2: 398 shares; 2025Q3: 398 shares; 2025Q4: 10,150 shares; 2026Q1: 12,769 shares; 2026Q2: 12,491 shares 12,491 $346K 0.16% -278 Timeline BSMY 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; 2024Q3: not reported; 2024Q4: 7,082 shares; 2025Q1: 13,692 shares; 2025Q2: 17,367 shares; 2025Q3: 20,997 shares; 2025Q4: 23,202 shares; 2026Q1: 23,427 shares; 2026Q2: 13,955 shares 13,955 $344K 0.16% -9,472 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,486 shares; 2024Q4: 4,507 shares; 2025Q1: 4,375 shares; 2025Q2: 4,125 shares; 2025Q3: 4,149 shares; 2025Q4: 4,154 shares; 2026Q1: 4,061 shares; 2026Q2: 710 shares 710 $339K 0.16% -3,351 Timeline BSCZ 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,881 shares; 2026Q2: 16,316 shares 16,316 $334K 0.16% +13,435 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 966 shares; 2024Q4: 952 shares; 2025Q1: 1,167 shares; 2025Q2: 1,141 shares; 2025Q3: 1,333 shares; 2025Q4: 1,380 shares; 2026Q1: 1,387 shares; 2026Q2: 273 shares 273 $328K 0.15% -1,114 Timeline FNDC SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,836 shares; 2024Q4: 13,776 shares; 2025Q1: 13,771 shares; 2025Q2: 13,771 shares; 2025Q3: 13,761 shares; 2025Q4: 13,717 shares; 2026Q1: 13,672 shares; 2026Q2: 6,707 shares 6,707 $326K 0.15% -6,965 Timeline IBDX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,768 shares; 2024Q4: 8,353 shares; 2025Q1: 9,663 shares; 2025Q2: 16,668 shares; 2025Q3: 16,668 shares; 2025Q4: 16,668 shares; 2026Q1: 17,223 shares; 2026Q2: 12,115 shares 12,115 $305K 0.14% -5,108 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,496 shares; 2024Q4: 5,542 shares; 2025Q1: 5,587 shares; 2025Q2: 6,852 shares; 2025Q3: 7,382 shares; 2025Q4: 6,765 shares; 2026Q1: 7,125 shares; 2026Q2: 2,081 shares 2,081 $305K 0.14% -5,044 Timeline BSMW 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; 2024Q3: 19,580 shares; 2024Q4: 19,530 shares; 2025Q1: 21,935 shares; 2025Q2: 25,180 shares; 2025Q3: 23,595 shares; 2025Q4: 21,995 shares; 2026Q1: 22,299 shares; 2026Q2: 12,085 shares 12,085 $304K 0.14% -10,214 Timeline STIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 770 shares; 2026Q2: 2,935 shares 2,935 $300K 0.14% +2,165 Timeline BSSX 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; 2024Q3: 16,200 shares; 2024Q4: 15,095 shares; 2025Q1: 18,050 shares; 2025Q2: 19,740 shares; 2025Q3: 20,945 shares; 2025Q4: 19,020 shares; 2026Q1: 19,428 shares; 2026Q2: 11,565 shares 11,565 $298K 0.14% -7,863 Timeline BSMZ 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,525 shares; 2026Q1: 6,254 shares; 2026Q2: 10,900 shares 10,900 $279K 0.13% +4,646 Timeline IBDW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,615 shares; 2024Q4: 8,115 shares; 2025Q1: 9,520 shares; 2025Q2: 15,400 shares; 2025Q3: 15,400 shares; 2025Q4: 15,400 shares; 2026Q1: 16,275 shares; 2026Q2: 13,360 shares 13,360 $278K 0.13% -2,915 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,250 shares; 2024Q4: 1,250 shares; 2025Q1: 1,250 shares; 2025Q2: 1,250 shares; 2025Q3: 1,327 shares; 2025Q4: 1,132 shares; 2026Q1: 1,132 shares; 2026Q2: 1,132 shares 1,132 $274K 0.13% 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; 2024Q3: 9,572 shares; 2024Q4: 9,430 shares; 2025Q1: 9,430 shares; 2025Q2: 9,035 shares; 2025Q3: 9,035 shares; 2025Q4: 9,035 shares; 2026Q1: 8,970 shares; 2026Q2: 5,152 shares 5,152 $272K 0.13% -3,818 Timeline VPLS VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,406 shares 3,406 $264K 0.12% new Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,628 shares; 2024Q4: 1,260 shares; 2025Q1: 1,260 shares; 2025Q2: 1,448 shares; 2025Q3: 1,446 shares; 2025Q4: 1,446 shares; 2026Q1: 1,446 shares; 2026Q2: 376 shares 376 $258K 0.12% -1,070 Timeline MGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,775 shares; 2024Q4: 4,015 shares; 2025Q1: 3,880 shares; 2025Q2: 4,265 shares; 2025Q3: 4,465 shares; 2025Q4: 4,700 shares; 2026Q1: 5,575 shares; 2026Q2: 1,560 shares 1,560 $255K 0.12% -4,015 Timeline EEMA ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,570 shares; 2024Q4: 2,555 shares; 2025Q1: 2,550 shares; 2025Q2: 2,550 shares; 2025Q3: 2,530 shares; 2025Q4: 2,510 shares; 2026Q1: 2,510 shares; 2026Q2: 2,165 shares 2,165 $253K 0.12% -345 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,001 shares; 2024Q4: 17,401 shares; 2025Q1: 16,488 shares; 2025Q2: 17,048 shares; 2025Q3: 16,957 shares; 2025Q4: 16,959 shares; 2026Q1: 16,886 shares; 2026Q2: 2,074 shares 2,074 $244K 0.12% -14,812 Timeline AVSD 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; 2024Q3: 3,030 shares; 2024Q4: 3,030 shares; 2025Q1: 3,030 shares; 2025Q2: 3,030 shares; 2025Q3: 3,030 shares; 2025Q4: 3,030 shares; 2026Q1: 3,030 shares; 2026Q2: 3,030 shares 3,030 $242K 0.11% 0 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 95,568 shares; 2024Q4: 101,009 shares; 2025Q1: 106,957 shares; 2025Q2: 110,957 shares; 2025Q3: 9,399 shares; 2025Q4: 9,399 shares; 2026Q1: 9,448 shares; 2026Q2: 2,408 shares 2,408 $238K 0.11% -7,040 Timeline EZU ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,415 shares; 2025Q3: 3,415 shares; 2025Q4: 3,415 shares; 2026Q1: 3,320 shares; 2026Q2: 3,320 shares 3,320 $231K 0.11% 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; 2024Q3: 2,079 shares; 2024Q4: 2,044 shares; 2025Q1: 1,936 shares; 2025Q2: 1,867 shares; 2025Q3: 1,833 shares; 2025Q4: 1,705 shares; 2026Q1: 1,693 shares; 2026Q2: 841 shares 841 $229K 0.11% -852 Timeline HEDJ WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,000 shares; 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 4,000 $228K 0.11% 0 Timeline LNT ALLIANT ENERGY CORP More: the full row for ALLIANT ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,577 shares; 2024Q4: 3,579 shares; 2025Q1: 3,626 shares; 2025Q2: 3,721 shares; 2025Q3: 3,708 shares; 2025Q4: 3,709 shares; 2026Q1: 3,718 shares; 2026Q2: 2,971 shares 2,971 $227K 0.11% -747 Timeline BSMU 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; 2024Q3: 29,105 shares; 2024Q4: 27,060 shares; 2025Q1: 27,895 shares; 2025Q2: 29,405 shares; 2025Q3: 29,225 shares; 2025Q4: 29,055 shares; 2026Q1: 30,061 shares; 2026Q2: 10,021 shares 10,021 $220K 0.1% -20,040 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 35 shares; 2024Q4: 59 shares; 2025Q1: 61 shares; 2025Q2: 160 shares; 2025Q3: 193 shares; 2025Q4: 175 shares; 2026Q1: 411 shares; 2026Q2: 190 shares 190 $219K 0.1% -221 Timeline ESGE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,162 shares; 2024Q4: 15,097 shares; 2025Q1: 14,937 shares; 2025Q2: 14,532 shares; 2025Q3: 11,066 shares; 2025Q4: 10,898 shares; 2026Q1: 10,653 shares; 2026Q2: 3,914 shares 3,914 $214K 0.1% -6,739 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 466 shares; 2024Q4: 387 shares; 2025Q1: 411 shares; 2025Q2: 400 shares; 2025Q3: 412 shares; 2025Q4: 411 shares; 2026Q1: 418 shares; 2026Q2: 208 shares 208 $210K 0.1% -210 Timeline DSI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,130 shares; 2024Q4: 4,073 shares; 2025Q1: 4,073 shares; 2025Q2: 4,073 shares; 2025Q3: 3,953 shares; 2025Q4: 3,953 shares; 2026Q1: 3,953 shares; 2026Q2: 1,469 shares 1,469 $209K 0.1% -2,484 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 970 shares; 2024Q4: 936 shares; 2025Q1: 907 shares; 2025Q2: 982 shares; 2025Q3: 951 shares; 2025Q4: 984 shares; 2026Q1: 1,013 shares; 2026Q2: 493 shares 493 $207K 0.1% -520 Timeline PICB INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,385 shares; 2025Q3: 8,500 shares; 2025Q4: 8,650 shares; 2026Q1: 8,740 shares; 2026Q2: 8,895 shares 8,895 $206K 0.1% +155 Timeline IBDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,405 shares; 2024Q4: 6,925 shares; 2025Q1: 8,685 shares; 2025Q2: 11,220 shares; 2025Q3: 11,220 shares; 2025Q4: 11,220 shares; 2026Q1: 11,465 shares; 2026Q2: 9,370 shares 9,370 $204K 0.1% -2,095 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,792 shares; 2024Q4: 4,679 shares; 2025Q1: 4,669 shares; 2025Q2: 4,729 shares; 2025Q3: 4,807 shares; 2025Q4: 4,817 shares; 2026Q1: 4,818 shares; 2026Q2: 805 shares 805 $203K 0.1% -4,013 Timeline BSMT 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; 2024Q3: 20,440 shares; 2024Q4: 20,215 shares; 2025Q1: 20,825 shares; 2025Q2: 22,830 shares; 2025Q3: 24,970 shares; 2025Q4: 24,970 shares; 2026Q1: 25,578 shares; 2026Q2: 8,690 shares 8,690 $200K 0.09% -16,888 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 318 shares; 2024Q4: 303 shares; 2025Q1: 332 shares; 2025Q2: 355 shares; 2025Q3: 400 shares; 2025Q4: 437 shares; 2026Q1: 443 shares; 2026Q2: 341 shares 341 $198K 0.09% -102 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 826 shares; 2024Q4: 826 shares; 2025Q1: 826 shares; 2025Q2: 925 shares; 2025Q3: 880 shares; 2025Q4: 880 shares; 2026Q1: 880 shares; 2026Q2: 880 shares 880 $195K 0.09% 0 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 60 shares; 2024Q4: 60 shares; 2025Q1: 60 shares; 2025Q2: 64 shares; 2025Q3: 64 shares; 2025Q4: 64 shares; 2026Q1: 69 shares; 2026Q2: 640 shares 640 $193K 0.09% +571 Timeline BSMV 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; 2024Q3: 21,665 shares; 2024Q4: 21,600 shares; 2025Q1: 22,630 shares; 2025Q2: 23,445 shares; 2025Q3: 22,290 shares; 2025Q4: 22,320 shares; 2026Q1: 23,704 shares; 2026Q2: 9,064 shares 9,064 $190K 0.09% -14,640 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,582 shares; 2024Q4: 4,515 shares; 2025Q1: 4,507 shares; 2025Q2: 4,768 shares; 2025Q3: 4,769 shares; 2025Q4: 4,723 shares; 2026Q1: 4,758 shares; 2026Q2: 997 shares 997 $189K 0.09% -3,761 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,144 shares; 2024Q4: 8,018 shares; 2025Q1: 7,542 shares; 2025Q2: 7,388 shares; 2025Q3: 7,254 shares; 2025Q4: 7,374 shares; 2026Q1: 7,374 shares; 2026Q2: 1,601 shares 1,601 $181K 0.09% -5,773 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,034 shares; 2024Q4: 1,034 shares; 2025Q1: 1,092 shares; 2025Q2: 1,400 shares; 2025Q3: 1,235 shares; 2025Q4: 3,042 shares; 2026Q1: 3,176 shares; 2026Q2: 2,984 shares 2,984 $178K 0.08% -192 Timeline BSMR 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; 2024Q3: 20,610 shares; 2024Q4: 20,510 shares; 2025Q1: 21,370 shares; 2025Q2: 20,049 shares; 2025Q3: 22,093 shares; 2025Q4: 22,498 shares; 2026Q1: 23,170 shares; 2026Q2: 7,422 shares 7,422 $175K 0.08% -15,748 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 333 shares; 2024Q4: 335 shares; 2025Q1: 348 shares; 2025Q2: 349 shares; 2025Q3: 341 shares; 2025Q4: 351 shares; 2026Q1: 370 shares; 2026Q2: 187 shares 187 $175K 0.08% -183 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,199 shares; 2024Q4: 3,989 shares; 2025Q1: 3,989 shares; 2025Q2: 3,999 shares; 2025Q3: 3,999 shares; 2025Q4: 3,844 shares; 2026Q1: 4,443 shares; 2026Q2: 2,260 shares 2,260 $174K 0.08% -2,183 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,452 shares; 2024Q4: 18,816 shares; 2025Q1: 16,863 shares; 2025Q2: 17,357 shares; 2025Q3: 19,672 shares; 2025Q4: 19,740 shares; 2026Q1: 19,859 shares; 2026Q2: 3,009 shares 3,009 $171K 0.08% -16,850 Timeline BSMS 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; 2024Q3: 24,705 shares; 2024Q4: 23,550 shares; 2025Q1: 23,690 shares; 2025Q2: 23,860 shares; 2025Q3: 25,785 shares; 2025Q4: 26,355 shares; 2026Q1: 27,528 shares; 2026Q2: 7,229 shares 7,229 $169K 0.08% -20,299 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 790 shares; 2024Q4: 790 shares; 2025Q1: 765 shares; 2025Q2: 741 shares; 2025Q3: 719 shares; 2025Q4: 719 shares; 2026Q1: 719 shares; 2026Q2: 401 shares 401 $158K 0.07% -318 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,323 shares; 2024Q4: 1,055 shares; 2025Q1: 1,055 shares; 2025Q2: 1,055 shares; 2025Q3: 1,055 shares; 2025Q4: 1,055 shares; 2026Q1: 1,122 shares; 2026Q2: 1,055 shares 1,055 $157K 0.07% -67 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,612 shares; 2024Q4: 2,559 shares; 2025Q1: 2,554 shares; 2025Q2: 2,621 shares; 2025Q3: 2,583 shares; 2025Q4: 2,567 shares; 2026Q1: 2,639 shares; 2026Q2: 456 shares 456 $156K 0.07% -2,183 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,147 shares; 2024Q4: 4,951 shares; 2025Q1: 4,966 shares; 2025Q2: 5,210 shares; 2025Q3: 5,165 shares; 2025Q4: 5,125 shares; 2026Q1: 5,276 shares; 2026Q2: 550 shares 550 $155K 0.07% -4,726 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,207 shares; 2024Q4: 1,199 shares; 2025Q1: 1,183 shares; 2025Q2: 1,196 shares; 2025Q3: 1,281 shares; 2025Q4: 1,285 shares; 2026Q1: 1,318 shares; 2026Q2: 238 shares 238 $152K 0.07% -1,080 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,040 shares; 2024Q4: 4,856 shares; 2025Q1: 4,995 shares; 2025Q2: 5,293 shares; 2025Q3: 5,295 shares; 2025Q4: 4,928 shares; 2026Q1: 5,180 shares; 2026Q2: 900 shares 900 $149K 0.07% -4,280 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 601 shares; 2024Q4: 597 shares; 2025Q1: 584 shares; 2025Q2: 591 shares; 2025Q3: 686 shares; 2025Q4: 689 shares; 2026Q1: 695 shares; 2026Q2: 232 shares 232 $147K 0.07% -463 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 475 shares; 2024Q4: 493 shares; 2025Q1: 501 shares; 2025Q2: 537 shares; 2025Q3: 536 shares; 2025Q4: 550 shares; 2026Q1: 553 shares; 2026Q2: 281 shares 281 $144K 0.07% -272 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12 shares; 2025Q3: 33 shares; 2025Q4: 23 shares; 2026Q1: 299 shares; 2026Q2: 291 shares 291 $144K 0.07% -8 Timeline SNDK SANDISK CORP More: the full row for SANDISK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 392 shares; 2025Q2: 404 shares; 2025Q3: 404 shares; 2025Q4: 419 shares; 2026Q1: 416 shares; 2026Q2: 63 shares 63 $143K 0.07% -353 Timeline KBWB INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,194 shares; 2024Q4: 28,679 shares; 2025Q1: 1,706 shares; 2025Q2: 1,655 shares; 2025Q3: 1,655 shares; 2025Q4: 1,655 shares; 2026Q1: 1,655 shares; 2026Q2: 1,535 shares 1,535 $143K 0.07% -120 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 233 shares; 2025Q4: 236 shares; 2026Q1: 238 shares; 2026Q2: 198 shares 198 $143K 0.07% -40 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,988 shares; 2024Q4: 8,854 shares; 2025Q1: 8,120 shares; 2025Q2: 8,562 shares; 2025Q3: 8,346 shares; 2025Q4: 7,829 shares; 2026Q1: 8,255 shares; 2026Q2: 967 shares 967 $142K 0.07% -7,288 Timeline IBDU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,360 shares; 2024Q4: 10,910 shares; 2025Q1: 11,160 shares; 2025Q2: 11,145 shares; 2025Q3: 11,145 shares; 2025Q4: 11,145 shares; 2026Q1: 11,455 shares; 2026Q2: 6,090 shares 6,090 $141K 0.07% -5,365 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,780 shares; 2025Q3: 2,780 shares; 2025Q4: 2,780 shares; 2026Q1: 2,780 shares; 2026Q2: 2,780 shares 2,780 $140K 0.07% 0 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 443 shares; 2024Q4: 443 shares; 2025Q1: 443 shares; 2025Q2: 443 shares; 2025Q3: 443 shares; 2025Q4: 443 shares; 2026Q1: 443 shares; 2026Q2: 326 shares 326 $139K 0.07% -117 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,423 shares; 2024Q4: 1,437 shares; 2025Q1: 1,471 shares; 2025Q2: 1,432 shares; 2025Q3: 1,432 shares; 2025Q4: 1,307 shares; 2026Q1: 1,307 shares; 2026Q2: 182 shares 182 $136K 0.06% -1,125 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 622 shares; 2024Q4: 570 shares; 2025Q1: 599 shares; 2025Q2: 560 shares; 2025Q3: 569 shares; 2025Q4: 558 shares; 2026Q1: 582 shares; 2026Q2: 396 shares 396 $134K 0.06% -186 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,393 shares; 2024Q4: 1,393 shares; 2025Q1: 1,393 shares; 2025Q2: 1,393 shares; 2025Q3: 1,393 shares; 2025Q4: 1,393 shares; 2026Q1: 1,393 shares; 2026Q2: 1,393 shares 1,393 $133K 0.06% 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; 2024Q3: 145 shares; 2024Q4: 211 shares; 2025Q1: 219 shares; 2025Q2: 153 shares; 2025Q3: 187 shares; 2025Q4: 191 shares; 2026Q1: 200 shares; 2026Q2: 66 shares 66 $131K 0.06% -134 Timeline IBDZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,415 shares; 2025Q2: 7,390 shares; 2025Q3: 7,550 shares; 2025Q4: 7,550 shares; 2026Q1: 8,125 shares; 2026Q2: 5,040 shares 5,040 $131K 0.06% -3,085 Timeline IBMT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,005 shares; 2025Q3: 3,205 shares; 2025Q4: 3,205 shares; 2026Q1: 3,205 shares; 2026Q2: 5,070 shares 5,070 $131K 0.06% +1,865 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 732 shares; 2024Q4: 749 shares; 2025Q1: 753 shares; 2025Q2: 753 shares; 2025Q3: 741 shares; 2025Q4: 635 shares; 2026Q1: 670 shares; 2026Q2: 466 shares 466 $129K 0.06% -204 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,199 shares; 2024Q4: 1,156 shares; 2025Q1: 1,204 shares; 2025Q2: 1,377 shares; 2025Q3: 1,374 shares; 2025Q4: 1,385 shares; 2026Q1: 1,430 shares; 2026Q2: 346 shares 346 $125K 0.06% -1,084 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 45 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 414 shares; 2026Q1: 513 shares; 2026Q2: 414 shares 414 $124K 0.06% -99 Timeline BSMQ 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; 2024Q3: 14,645 shares; 2024Q4: 15,240 shares; 2025Q1: 15,660 shares; 2025Q2: 15,000 shares; 2025Q3: 17,015 shares; 2025Q4: 17,420 shares; 2026Q1: 17,778 shares; 2026Q2: 5,218 shares 5,218 $123K 0.06% -12,560 Timeline STLD STEEL DYNAMICS INC More: the full row for STEEL DYNAMICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 649 shares; 2024Q4: 59 shares; 2025Q1: 645 shares; 2025Q2: 639 shares; 2025Q3: 639 shares; 2025Q4: 638 shares; 2026Q1: 648 shares; 2026Q2: 535 shares 535 $123K 0.06% -113 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 775 shares; 2025Q3: 743 shares; 2025Q4: 743 shares; 2026Q1: 743 shares; 2026Q2: 743 shares 743 $122K 0.06% 0 Timeline AVSE 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; 2024Q3: 2,160 shares; 2024Q4: 2,495 shares; 2025Q1: 3,180 shares; 2025Q2: 3,680 shares; 2025Q3: 3,630 shares; 2025Q4: 3,563 shares; 2026Q1: 3,563 shares; 2026Q2: 1,490 shares 1,490 $122K 0.06% -2,073 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 242 shares; 2024Q4: 4,944 shares; 2025Q1: 242 shares; 2025Q2: 379 shares; 2025Q3: 1,259 shares; 2025Q4: 1,042 shares; 2026Q1: 998 shares; 2026Q2: 1,173 shares 1,173 $122K 0.06% +175 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; 2024Q3: 3,231 shares; 2024Q4: 3,219 shares; 2025Q1: 3,241 shares; 2025Q2: 3,291 shares; 2025Q3: 3,299 shares; 2025Q4: 3,309 shares; 2026Q1: 3,212 shares; 2026Q2: 280 shares 280 $121K 0.06% -2,932 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 318 shares; 2024Q4: 288 shares; 2025Q1: 305 shares; 2025Q2: 296 shares; 2025Q3: 308 shares; 2025Q4: 307 shares; 2026Q1: 314 shares; 2026Q2: 240 shares 240 $120K 0.06% -74 Timeline IBMS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 605 shares; 2025Q1: 605 shares; 2025Q2: 1,075 shares; 2025Q3: 3,180 shares; 2025Q4: 3,180 shares; 2026Q1: 3,180 shares; 2026Q2: 4,585 shares 4,585 $119K 0.06% +1,405 Timeline NUMV NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,967 shares; 2024Q4: 21,502 shares; 2025Q1: 19,812 shares; 2025Q2: 19,097 shares; 2025Q3: 19,010 shares; 2025Q4: 19,359 shares; 2026Q1: 19,619 shares; 2026Q2: 2,707 shares 2,707 $118K 0.06% -16,912 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 335 shares; 2024Q4: 343 shares; 2025Q1: 348 shares; 2025Q2: 352 shares; 2025Q3: 353 shares; 2025Q4: 3,540 shares; 2026Q1: 3,711 shares; 2026Q2: 1,646 shares 1,646 $118K 0.06% -2,065 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,212 shares; 2024Q4: 4,097 shares; 2025Q1: 3,953 shares; 2025Q2: 3,726 shares; 2025Q3: 3,714 shares; 2025Q4: 3,725 shares; 2026Q1: 3,745 shares; 2026Q2: 831 shares 831 $116K 0.05% -2,914 Timeline AVIV 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; 2024Q3: 1,350 shares; 2024Q4: 1,885 shares; 2025Q1: 1,885 shares; 2025Q2: 1,835 shares; 2025Q3: 1,515 shares; 2025Q4: 1,490 shares; 2026Q1: 1,490 shares; 2026Q2: 1,490 shares 1,490 $115K 0.05% 0 Timeline IMCB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,985 shares; 2024Q4: 3,985 shares; 2025Q1: 3,985 shares; 2025Q2: 2,650 shares; 2025Q3: 2,650 shares; 2025Q4: 2,650 shares; 2026Q1: 1,190 shares; 2026Q2: 1,190 shares 1,190 $115K 0.05% 0 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,652 shares; 2026Q1: 1,652 shares; 2026Q2: 1,472 shares 1,472 $115K 0.05% -180 Timeline EWX SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,495 shares; 2024Q4: 8,270 shares; 2025Q1: 8,260 shares; 2025Q2: 7,555 shares; 2025Q3: 6,110 shares; 2025Q4: 6,070 shares; 2026Q1: 3,945 shares; 2026Q2: 1,535 shares 1,535 $114K 0.05% -2,410 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,968 shares; 2024Q4: 4,043 shares; 2025Q1: 3,853 shares; 2025Q2: 4,179 shares; 2025Q3: 4,179 shares; 2025Q4: 4,179 shares; 2026Q1: 4,245 shares; 2026Q2: 355 shares 355 $112K 0.05% -3,890 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 480 shares; 2024Q4: 455 shares; 2025Q1: 455 shares; 2025Q2: 467 shares; 2025Q3: 790 shares; 2025Q4: 796 shares; 2026Q1: 770 shares; 2026Q2: 267 shares 267 $111K 0.05% -503 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 816 shares; 2024Q4: 811 shares; 2025Q1: 821 shares; 2025Q2: 1,351 shares; 2025Q3: 1,178 shares; 2025Q4: 1,182 shares; 2026Q1: 1,132 shares; 2026Q2: 244 shares 244 $111K 0.05% -888 Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,631 shares; 2024Q4: 6,631 shares; 2025Q1: 6,631 shares; 2025Q2: 6,631 shares; 2025Q3: 6,806 shares; 2025Q4: 6,723 shares; 2026Q1: 6,723 shares; 2026Q2: 1,063 shares 1,063 $109K 0.05% -5,660 Timeline MFG MIZUHO FINANCIAL GROUP INC More: the full row for MIZUHO FINANCIAL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 47,569 shares; 2024Q4: 48,254 shares; 2025Q1: 49,070 shares; 2025Q2: 50,279 shares; 2025Q3: 51,448 shares; 2025Q4: 50,563 shares; 2026Q1: 50,580 shares; 2026Q2: 11,253 shares 11,253 $108K 0.05% -39,327 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 802 shares; 2024Q4: 777 shares; 2025Q1: 608 shares; 2025Q2: 527 shares; 2025Q3: 488 shares; 2025Q4: 479 shares; 2026Q1: 535 shares; 2026Q2: 326 shares 326 $108K 0.05% -209 Timeline EVUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,150 shares; 2024Q4: 1,150 shares; 2025Q1: 1,150 shares; 2025Q2: 1,285 shares; 2025Q3: 1,285 shares; 2025Q4: 1,855 shares; 2026Q1: 5,310 shares; 2026Q2: 3,045 shares 3,045 $107K 0.05% -2,265 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 433 shares; 2024Q4: 433 shares; 2025Q1: 413 shares; 2025Q2: 413 shares; 2025Q3: 413 shares; 2025Q4: 413 shares; 2026Q1: 413 shares; 2026Q2: 413 shares 413 $102K 0.05% 0 Timeline IPAC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,710 shares; 2024Q4: 2,710 shares; 2025Q1: 2,690 shares; 2025Q2: 2,690 shares; 2025Q3: 2,585 shares; 2025Q4: 2,565 shares; 2026Q1: 2,545 shares; 2026Q2: 1,240 shares 1,240 $102K 0.05% -1,305 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; 2024Q3: 3,058 shares; 2024Q4: 3,127 shares; 2025Q1: 3,295 shares; 2025Q2: 4,502 shares; 2025Q3: 3,545 shares; 2025Q4: 3,624 shares; 2026Q1: 3,749 shares; 2026Q2: 1,173 shares 1,173 $100K 0.05% -2,576 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,706 shares; 2024Q4: 4,706 shares; 2025Q1: 3,806 shares; 2025Q2: 3,911 shares; 2025Q3: 4,136 shares; 2025Q4: 4,136 shares; 2026Q1: 4,293 shares; 2026Q2: 386 shares 386 $98.6K 0.05% -3,907 Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 860 shares; 2024Q4: 860 shares; 2025Q1: 213 shares; 2025Q2: 5,007 shares; 2025Q3: 3,409 shares; 2025Q4: 3,505 shares; 2026Q1: 3,462 shares; 2026Q2: 1,361 shares 1,361 $98.4K 0.05% -2,101 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 510 shares; 2024Q4: 510 shares; 2025Q1: 510 shares; 2025Q2: 510 shares; 2025Q3: 510 shares; 2025Q4: 455 shares; 2026Q1: 516 shares; 2026Q2: 460 shares 460 $97.9K 0.05% -56 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,635 shares; 2024Q4: 8,538 shares; 2025Q1: 8,429 shares; 2025Q2: 10,227 shares; 2025Q3: 10,185 shares; 2025Q4: 10,188 shares; 2026Q1: 10,155 shares; 2026Q2: 1,184 shares 1,184 $96.2K 0.05% -8,971 Timeline SCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 925 shares; 2024Q4: 925 shares; 2025Q1: 925 shares; 2025Q2: 1,021 shares; 2025Q3: 925 shares; 2025Q4: 925 shares; 2026Q1: 1,159 shares; 2026Q2: 1,159 shares 1,159 $95.4K 0.05% 0 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,783 shares; 2024Q4: 2,788 shares; 2025Q1: 2,736 shares; 2025Q2: 2,972 shares; 2025Q3: 3,028 shares; 2025Q4: 3,153 shares; 2026Q1: 3,132 shares; 2026Q2: 597 shares 597 $93.6K 0.04% -2,535 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 444 shares; 2024Q4: 255 shares; 2025Q1: 255 shares; 2025Q2: 255 shares; 2025Q3: 255 shares; 2025Q4: 255 shares; 2026Q1: 255 shares; 2026Q2: 255 shares 255 $93.3K 0.04% 0 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 807 shares; 2024Q4: 957 shares; 2025Q1: 797 shares; 2025Q2: 913 shares; 2025Q3: 897 shares; 2025Q4: 866 shares; 2026Q1: 1,076 shares; 2026Q2: 290 shares 290 $91.2K 0.04% -786 Timeline IBMO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 895 shares; 2025Q3: 895 shares; 2025Q4: 895 shares; 2026Q1: 895 shares; 2026Q2: 3,535 shares 3,535 $90.6K 0.04% +2,640 Timeline PRFZ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,625 shares; 2024Q4: 1,625 shares; 2025Q1: 1,625 shares; 2025Q2: 1,625 shares; 2025Q3: 1,625 shares; 2025Q4: 1,625 shares; 2026Q1: 1,625 shares; 2026Q2: 1,625 shares 1,625 $90.6K 0.04% 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 405 shares 405 $90.6K 0.04% new Timeline SUSA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,707 shares; 2024Q4: 12,347 shares; 2025Q1: 12,227 shares; 2025Q2: 12,212 shares; 2025Q3: 12,212 shares; 2025Q4: 11,643 shares; 2026Q1: 10,823 shares; 2026Q2: 585 shares 585 $90.3K 0.04% -10,238 Timeline MTB M & T BK CORP More: the full row for M & T BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,661 shares; 2024Q4: 1,811 shares; 2025Q1: 1,711 shares; 2025Q2: 1,863 shares; 2025Q3: 1,863 shares; 2025Q4: 1,863 shares; 2026Q1: 1,863 shares; 2026Q2: 379 shares 379 $90.2K 0.04% -1,484 Timeline IBDR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,105 shares; 2024Q4: 9,405 shares; 2025Q1: 9,135 shares; 2025Q2: 4,505 shares; 2025Q3: 4,140 shares; 2025Q4: 4,140 shares; 2026Q1: 4,150 shares; 2026Q2: 3,715 shares 3,715 $90K 0.04% -435 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,861 shares; 2024Q4: 5,675 shares; 2025Q1: 5,528 shares; 2025Q2: 6,016 shares; 2025Q3: 6,349 shares; 2025Q4: 6,276 shares; 2026Q1: 6,381 shares; 2026Q2: 699 shares 699 $89.8K 0.04% -5,682 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 732 shares; 2024Q4: 732 shares; 2025Q1: 732 shares; 2025Q2: 790 shares; 2025Q3: 756 shares; 2025Q4: 756 shares; 2026Q1: 756 shares; 2026Q2: 369 shares 369 $89.7K 0.04% -387 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,265 shares; 2024Q4: 3,265 shares; 2025Q1: 3,261 shares; 2025Q2: 3,265 shares; 2025Q3: 3,365 shares; 2025Q4: 3,304 shares; 2026Q1: 3,299 shares; 2026Q2: 1,216 shares 1,216 $89.2K 0.04% -2,083 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 402 shares 402 $88.9K 0.04% new Timeline IBMP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 910 shares; 2025Q3: 910 shares; 2025Q4: 910 shares; 2026Q1: 910 shares; 2026Q2: 3,480 shares 3,480 $88.5K 0.04% +2,570 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,397 shares; 2024Q4: 8,159 shares; 2025Q1: 8,199 shares; 2025Q2: 8,189 shares; 2025Q3: 8,184 shares; 2025Q4: 7,369 shares; 2026Q1: 7,322 shares; 2026Q2: 1,801 shares 1,801 $88.3K 0.04% -5,521 Timeline ISHG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,130 shares; 2025Q3: 1,170 shares; 2025Q4: 1,180 shares; 2026Q1: 1,165 shares; 2026Q2: 1,175 shares 1,175 $87.2K 0.04% +10 Timeline RJF RAYMOND JAMES FINL INC More: the full row for RAYMOND JAMES FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 691 shares; 2024Q4: 692 shares; 2025Q1: 697 shares; 2025Q2: 717 shares; 2025Q3: 717 shares; 2025Q4: 721 shares; 2026Q1: 723 shares; 2026Q2: 571 shares 571 $86.8K 0.04% -152 Timeline TRGP TARGA RES CORP More: the full row for TARGA RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 352 shares; 2024Q4: 352 shares; 2025Q1: 418 shares; 2025Q2: 418 shares; 2025Q3: 418 shares; 2025Q4: 385 shares; 2026Q1: 387 shares; 2026Q2: 323 shares 323 $86.6K 0.04% -64 Timeline IBMR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 180 shares; 2025Q1: 180 shares; 2025Q2: 1,005 shares; 2025Q3: 1,005 shares; 2025Q4: 1,005 shares; 2026Q1: 1,005 shares; 2026Q2: 3,395 shares 3,395 $86.2K 0.04% +2,390 Timeline IBMQ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 95 shares; 2025Q1: 95 shares; 2025Q2: 995 shares; 2025Q3: 995 shares; 2025Q4: 995 shares; 2026Q1: 995 shares; 2026Q2: 3,360 shares 3,360 $85.9K 0.04% +2,365 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,575 shares; 2024Q4: 1,580 shares; 2025Q1: 1,542 shares; 2025Q2: 1,779 shares; 2025Q3: 1,754 shares; 2025Q4: 1,783 shares; 2026Q1: 1,977 shares; 2026Q2: 1,019 shares 1,019 $84.2K 0.04% -958 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,661 shares; 2024Q4: 2,660 shares; 2025Q1: 2,682 shares; 2025Q2: 2,879 shares; 2025Q3: 2,810 shares; 2025Q4: 2,799 shares; 2026Q1: 2,858 shares; 2026Q2: 450 shares 450 $81.4K 0.04% -2,408 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,992 shares; 2024Q4: 1,992 shares; 2025Q1: 2,198 shares; 2025Q2: 2,607 shares; 2025Q3: 2,644 shares; 2025Q4: 1,523 shares; 2026Q1: 1,514 shares; 2026Q2: 563 shares 563 $78.8K 0.04% -951 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 213 shares; 2024Q4: 214 shares; 2025Q1: 230 shares; 2025Q2: 318 shares; 2025Q3: 316 shares; 2025Q4: 320 shares; 2026Q1: 290 shares; 2026Q2: 192 shares 192 $78.2K 0.04% -98 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 589 shares; 2025Q3: 526 shares; 2025Q4: 526 shares; 2026Q1: 526 shares; 2026Q2: 526 shares 526 $77K 0.04% 0 Timeline FLEU 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,210 shares; 2025Q3: 2,210 shares; 2025Q4: 2,210 shares; 2026Q1: 2,150 shares; 2026Q2: 2,150 shares 2,150 $77K 0.04% 0 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,536 shares; 2024Q4: 1,536 shares; 2025Q1: 1,536 shares; 2025Q2: 1,536 shares; 2025Q3: 1,536 shares; 2025Q4: 1,536 shares; 2026Q1: 1,704 shares; 2026Q2: 545 shares 545 $75K 0.04% -1,159 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 320 shares; 2024Q4: 317 shares; 2025Q1: 321 shares; 2025Q2: 323 shares; 2025Q3: 323 shares; 2025Q4: 324 shares; 2026Q1: 333 shares; 2026Q2: 99 shares 99 $74.8K 0.04% -234 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,681 shares; 2024Q4: 1,685 shares; 2025Q1: 1,707 shares; 2025Q2: 1,801 shares; 2025Q3: 1,825 shares; 2025Q4: 1,795 shares; 2026Q1: 1,811 shares; 2026Q2: 515 shares 515 $73.7K 0.03% -1,296 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,069 shares; 2024Q4: 5,038 shares; 2025Q1: 5,050 shares; 2025Q2: 5,094 shares; 2025Q3: 5,105 shares; 2025Q4: 5,105 shares; 2026Q1: 5,061 shares; 2026Q2: 351 shares 351 $73.4K 0.03% -4,710 Timeline IBDT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,515 shares; 2024Q4: 8,515 shares; 2025Q1: 8,640 shares; 2025Q2: 4,670 shares; 2025Q3: 4,655 shares; 2025Q4: 4,655 shares; 2026Q1: 4,655 shares; 2026Q2: 2,895 shares 2,895 $73.1K 0.03% -1,760 Timeline HSBC HSBC HLDGS PLC More: the full row for HSBC HLDGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,940 shares; 2024Q4: 2,334 shares; 2025Q1: 2,394 shares; 2025Q2: 2,466 shares; 2025Q3: 2,629 shares; 2025Q4: 2,642 shares; 2026Q1: 2,653 shares; 2026Q2: 763 shares 763 $72.6K 0.03% -1,890 Timeline HASI HA SUSTAINABLE INFRA CAP INC More: the full row for HA SUSTAINABLE INFRA CAP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,645 shares; 2024Q4: 2,645 shares; 2025Q1: 2,648 shares; 2025Q2: 2,647 shares; 2025Q3: 2,638 shares; 2025Q4: 2,638 shares; 2026Q1: 2,635 shares; 2026Q2: 1,843 shares 1,843 $72K 0.03% -792 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,979 shares; 2024Q4: 1,951 shares; 2025Q1: 1,954 shares; 2025Q2: 2,023 shares; 2025Q3: 1,993 shares; 2025Q4: 1,989 shares; 2026Q1: 1,927 shares; 2026Q2: 388 shares 388 $71.7K 0.03% -1,539 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 414 shares; 2025Q4: 414 shares; 2026Q1: 414 shares; 2026Q2: 436 shares 436 $71.4K 0.03% +22 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 171 shares; 2026Q2: 171 shares 171 $70K 0.03% 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; 2024Q3: 10,133 shares; 2024Q4: 11,220 shares; 2025Q1: 12,027 shares; 2025Q2: 14,132 shares; 2025Q3: 15,087 shares; 2025Q4: 13,651 shares; 2026Q1: 13,687 shares; 2026Q2: 5,050 shares 5,050 $69.7K 0.03% -8,637 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,506 shares; 2024Q4: 3,622 shares; 2025Q1: 4,707 shares; 2025Q2: 4,707 shares; 2025Q3: 4,707 shares; 2025Q4: 4,740 shares; 2026Q1: 4,740 shares; 2026Q2: 507 shares 507 $69.4K 0.03% -4,233 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 965 shares; 2025Q3: 1,676 shares; 2025Q4: 683 shares; 2026Q1: 843 shares; 2026Q2: 683 shares 683 $66K 0.03% -160 Timeline LRGE LEGG MASON ETF INVT More: the full row for LEGG MASON ETF INVT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 764 shares; 2024Q4: 764 shares; 2025Q1: 764 shares; 2025Q2: 764 shares; 2025Q3: 764 shares; 2025Q4: 764 shares; 2026Q1: 764 shares; 2026Q2: 764 shares 764 $65.4K 0.03% 0 Timeline SCHI SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 112 shares; 2024Q4: 224 shares; 2025Q1: 224 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,875 shares 2,875 $65.1K 0.03% new Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 958 shares; 2024Q4: 948 shares; 2025Q1: 939 shares; 2025Q2: 945 shares; 2025Q3: 945 shares; 2025Q4: 945 shares; 2026Q1: 945 shares; 2026Q2: 174 shares 174 $61.6K 0.03% -771 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,128 shares; 2024Q4: 2,078 shares; 2025Q1: 2,093 shares; 2025Q2: 2,098 shares; 2025Q3: 2,109 shares; 2025Q4: 2,104 shares; 2026Q1: 2,141 shares; 2026Q2: 277 shares 277 $61.1K 0.03% -1,864 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,473 shares; 2024Q4: 3,347 shares; 2025Q1: 3,017 shares; 2025Q2: 2,722 shares; 2025Q3: 2,571 shares; 2025Q4: 2,562 shares; 2026Q1: 2,618 shares; 2026Q2: 648 shares 648 $59.4K 0.03% -1,970 Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,145 shares; 2025Q3: 1,145 shares; 2025Q4: 1,145 shares; 2026Q1: 1,145 shares; 2026Q2: 1,145 shares 1,145 $59.3K 0.03% 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; 2024Q3: 2,148 shares; 2024Q4: 2,145 shares; 2025Q1: 2,883 shares; 2025Q2: 3,030 shares; 2025Q3: 3,600 shares; 2025Q4: 3,600 shares; 2026Q1: 3,638 shares; 2026Q2: 365 shares 365 $59.1K 0.03% -3,273 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,788 shares; 2024Q4: 2,802 shares; 2025Q1: 3,874 shares; 2025Q2: 4,363 shares; 2025Q3: 5,827 shares; 2025Q4: 5,865 shares; 2026Q1: 5,879 shares; 2026Q2: 1,266 shares 1,266 $58.9K 0.03% -4,613 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,396 shares; 2026Q1: 1,396 shares; 2026Q2: 1,610 shares 1,610 $58.2K 0.03% +214 Timeline UDR UDR INC More: the full row for UDR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,098 shares; 2024Q4: 2,097 shares; 2025Q1: 2,106 shares; 2025Q2: 2,161 shares; 2025Q3: 2,090 shares; 2025Q4: 1,893 shares; 2026Q1: 1,779 shares; 2026Q2: 1,447 shares 1,447 $57.8K 0.03% -332 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; 2024Q3: 621 shares; 2024Q4: 1,863 shares; 2025Q1: 1,863 shares; 2025Q2: 1,273 shares; 2025Q3: 1,273 shares; 2025Q4: 1,273 shares; 2026Q1: 1,273 shares; 2026Q2: 1,812 shares 1,812 $57.5K 0.03% +539 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,810 shares; 2024Q4: 1,801 shares; 2025Q1: 1,803 shares; 2025Q2: 2,026 shares; 2025Q3: 1,991 shares; 2025Q4: 1,982 shares; 2026Q1: 1,943 shares; 2026Q2: 209 shares 209 $56.5K 0.03% -1,734 Timeline SMBS SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,217 shares 2,217 $56.4K 0.03% new Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 671 shares; 2024Q4: 671 shares; 2025Q1: 671 shares; 2025Q2: 671 shares; 2025Q3: 671 shares; 2025Q4: 671 shares; 2026Q1: 671 shares; 2026Q2: 671 shares 671 $56.2K 0.03% 0 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,926 shares; 2024Q4: 2,680 shares; 2025Q1: 2,935 shares; 2025Q2: 2,934 shares; 2025Q3: 2,968 shares; 2025Q4: 2,483 shares; 2026Q1: 2,491 shares; 2026Q2: 538 shares 538 $55.9K 0.03% -1,953 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 737 shares; 2026Q1: 737 shares; 2026Q2: 737 shares 737 $55.7K 0.03% 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; 2024Q3: 1,210 shares; 2024Q4: 1,179 shares; 2025Q1: 1,160 shares; 2025Q2: 1,160 shares; 2025Q3: 1,160 shares; 2025Q4: 1,160 shares; 2026Q1: 1,160 shares; 2026Q2: 814 shares 814 $55.6K 0.03% -346 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; 2024Q3: 2,699 shares; 2024Q4: 990 shares; 2025Q1: 2,660 shares; 2025Q2: 2,731 shares; 2025Q3: 2,781 shares; 2025Q4: 2,481 shares; 2026Q1: 2,465 shares; 2026Q2: 1,135 shares 1,135 $55.1K 0.03% -1,330 Timeline AVLV 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; 2024Q3: 735 shares; 2024Q4: 735 shares; 2025Q1: 735 shares; 2025Q2: 735 shares; 2025Q3: 615 shares; 2025Q4: 615 shares; 2026Q1: 600 shares; 2026Q2: 600 shares 600 $54.7K 0.03% 0 Timeline XOEX DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,175 shares; 2024Q4: 3,205 shares; 2025Q1: 3,205 shares; 2025Q2: 3,295 shares; 2025Q3: 3,295 shares; 2025Q4: 2,890 shares; 2026Q1: 1,340 shares; 2026Q2: 1,340 shares 1,340 $54.2K 0.03% 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 476 shares; 2026Q2: 476 shares 476 $52.5K 0.02% 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; 2024Q3: 5,467 shares; 2024Q4: 5,288 shares; 2025Q1: 5,158 shares; 2025Q2: 5,525 shares; 2025Q3: 6,662 shares; 2025Q4: 6,262 shares; 2026Q1: 6,872 shares; 2026Q2: 1,239 shares 1,239 $52.5K 0.02% -5,633 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; 2024Q3: 3,353 shares; 2024Q4: 3,353 shares; 2025Q1: 3,058 shares; 2025Q2: 3,768 shares; 2025Q3: 2,208 shares; 2025Q4: 2,208 shares; 2026Q1: 2,208 shares; 2026Q2: 1,008 shares 1,008 $51K 0.02% -1,200 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,032 shares; 2024Q4: 4,298 shares; 2025Q1: 4,709 shares; 2025Q2: 5,443 shares; 2025Q3: 5,002 shares; 2025Q4: 4,252 shares; 2026Q1: 4,208 shares; 2026Q2: 967 shares 967 $50.7K 0.02% -3,241 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 553 shares; 2024Q4: 553 shares; 2025Q1: 548 shares; 2025Q2: 567 shares; 2025Q3: 591 shares; 2025Q4: 577 shares; 2026Q1: 580 shares; 2026Q2: 451 shares 451 $50.4K 0.02% -129 Timeline TD TORONTO DOMINION BK ONT More: the full row for TORONTO DOMINION BK ONT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,970 shares; 2024Q4: 2,952 shares; 2025Q1: 5,146 shares; 2025Q2: 4,701 shares; 2025Q3: 4,581 shares; 2025Q4: 4,613 shares; 2026Q1: 4,603 shares; 2026Q2: 400 shares 400 $48.6K 0.02% -4,203 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 643 shares; 2024Q4: 633 shares; 2025Q1: 623 shares; 2025Q2: 724 shares; 2025Q3: 726 shares; 2025Q4: 764 shares; 2026Q1: 831 shares; 2026Q2: 174 shares 174 $48.5K 0.02% -657 Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 161 shares; 2024Q4: 174 shares; 2025Q1: 140 shares; 2025Q2: 201 shares; 2025Q3: 239 shares; 2025Q4: 702 shares; 2026Q1: 732 shares; 2026Q2: 528 shares 528 $48.2K 0.02% -204 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; 2024Q3: 2,277 shares; 2024Q4: 2,277 shares; 2025Q1: 1,812 shares; 2025Q2: 1,563 shares; 2025Q3: 688 shares; 2025Q4: 688 shares; 2026Q1: 653 shares; 2026Q2: 298 shares 298 $47.3K 0.02% -355 Timeline PAVE GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 800 shares; 2024Q4: 800 shares; 2025Q1: 800 shares; 2025Q2: 800 shares; 2025Q3: 800 shares; 2025Q4: 800 shares; 2026Q1: 800 shares; 2026Q2: 800 shares 800 $47.1K 0.02% 0 Timeline DFLV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 655 shares; 2024Q4: 3,785 shares; 2025Q1: 3,785 shares; 2025Q2: 1,810 shares; 2025Q3: 1,810 shares; 2025Q4: 1,665 shares; 2026Q1: 1,185 shares; 2026Q2: 1,185 shares 1,185 $46.9K 0.02% 0 Timeline NUDV NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,170 shares; 2024Q4: 1,170 shares; 2025Q1: 1,170 shares; 2025Q2: 1,330 shares; 2025Q3: 1,330 shares; 2025Q4: 1,305 shares; 2026Q1: 2,615 shares; 2026Q2: 1,410 shares 1,410 $45.9K 0.02% -1,205 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,240 shares; 2024Q4: 1,234 shares; 2025Q1: 1,239 shares; 2025Q2: 1,234 shares; 2025Q3: 1,235 shares; 2025Q4: 1,076 shares; 2026Q1: 1,095 shares; 2026Q2: 212 shares 212 $45.9K 0.02% -883 Timeline AZN ASTRAZENECA PLC More: the full row for ASTRAZENECA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 865 shares; 2026Q2: 240 shares 240 $45.5K 0.02% -625 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,785 shares; 2024Q4: 1,784 shares; 2025Q1: 1,799 shares; 2025Q2: 1,813 shares; 2025Q3: 1,810 shares; 2025Q4: 1,814 shares; 2026Q1: 1,764 shares; 2026Q2: 284 shares 284 $45.4K 0.02% -1,480 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,691 shares; 2024Q4: 4,100 shares; 2025Q1: 5,562 shares; 2025Q2: 5,962 shares; 2025Q3: 5,836 shares; 2025Q4: 5,733 shares; 2026Q1: 5,740 shares; 2026Q2: 329 shares 329 $44.5K 0.02% -5,411 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 677 shares; 2024Q4: 765 shares; 2025Q1: 763 shares; 2025Q2: 744 shares; 2025Q3: 787 shares; 2025Q4: 816 shares; 2026Q1: 861 shares; 2026Q2: 352 shares 352 $44.5K 0.02% -509 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 52,238 shares; 2024Q4: 33,956 shares; 2025Q1: 35,053 shares; 2025Q2: 36,624 shares; 2025Q3: 37,047 shares; 2025Q4: 36,210 shares; 2026Q1: 35,602 shares; 2026Q2: 1,801 shares 1,801 $43.4K 0.02% -33,801 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,276 shares; 2024Q4: 1,212 shares; 2025Q1: 1,219 shares; 2025Q2: 1,086 shares; 2025Q3: 881 shares; 2025Q4: 1,063 shares; 2026Q1: 1,120 shares; 2026Q2: 331 shares 331 $43.2K 0.02% -789 Timeline GEHC GE HEALTHCARE TECHNOLOGIES I More: the full row for GE HEALTHCARE TECHNOLOGIES I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,612 shares; 2024Q4: 1,586 shares; 2025Q1: 1,574 shares; 2025Q2: 1,855 shares; 2025Q3: 1,967 shares; 2025Q4: 1,900 shares; 2026Q1: 1,709 shares; 2026Q2: 670 shares 670 $42.9K 0.02% -1,039 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; 2024Q3: 1,123 shares; 2024Q4: 736 shares; 2025Q1: 1,081 shares; 2025Q2: 1,094 shares; 2025Q3: 1,096 shares; 2025Q4: 1,079 shares; 2026Q1: 993 shares; 2026Q2: 681 shares 681 $42.7K 0.02% -312 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,406 shares; 2024Q4: 4,962 shares; 2025Q1: 4,464 shares; 2025Q2: 4,136 shares; 2025Q3: 5,521 shares; 2025Q4: 5,545 shares; 2026Q1: 5,536 shares; 2026Q2: 543 shares 543 $41.9K 0.02% -4,993 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,177 shares; 2024Q4: 1,177 shares; 2025Q1: 1,362 shares; 2025Q2: 1,268 shares; 2025Q3: 1,320 shares; 2025Q4: 1,333 shares; 2026Q1: 1,293 shares; 2026Q2: 882 shares 882 $41.1K 0.02% -411 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,815 shares; 2024Q4: 6,426 shares; 2025Q1: 6,179 shares; 2025Q2: 6,267 shares; 2025Q3: 6,246 shares; 2025Q4: 6,196 shares; 2026Q1: 6,206 shares; 2026Q2: 397 shares 397 $41.1K 0.02% -5,809 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; 2024Q3: 133 shares; 2024Q4: 133 shares; 2025Q1: 133 shares; 2025Q2: 133 shares; 2025Q3: 133 shares; 2025Q4: 133 shares; 2026Q1: 133 shares; 2026Q2: 133 shares 133 $40.3K 0.02% 0 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,379 shares; 2024Q4: 4,470 shares; 2025Q1: 4,418 shares; 2025Q2: 4,546 shares; 2025Q3: 4,586 shares; 2025Q4: 4,538 shares; 2026Q1: 4,534 shares; 2026Q2: 444 shares 444 $40.3K 0.02% -4,090 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,033 shares; 2024Q4: 1,098 shares; 2025Q1: 870 shares; 2025Q2: 1,481 shares; 2025Q3: 1,277 shares; 2025Q4: 1,334 shares; 2026Q1: 1,407 shares; 2026Q2: 310 shares 310 $39.2K 0.02% -1,097 Timeline NNBR NN INC More: the full row for NN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,822 shares; 2024Q4: 10,822 shares; 2025Q1: 10,822 shares; 2025Q2: 10,822 shares; 2025Q3: 10,822 shares; 2025Q4: 10,822 shares; 2026Q1: 10,822 shares; 2026Q2: 10,822 shares 10,822 $38.9K 0.02% 0 Timeline BNS BANK NOVA SCOTIA B C More: the full row for BANK NOVA SCOTIA B C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,357 shares; 2024Q4: 3,685 shares; 2025Q1: 3,076 shares; 2025Q2: 3,275 shares; 2025Q3: 3,123 shares; 2025Q4: 3,040 shares; 2026Q1: 3,120 shares; 2026Q2: 445 shares 445 $38.6K 0.02% -2,675 Timeline TFLO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 815 shares; 2025Q3: 2,035 shares; 2025Q4: 2,731 shares; 2026Q1: 2,731 shares; 2026Q2: 755 shares 755 $38.2K 0.02% -1,976 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 614 shares; 2024Q4: 536 shares; 2025Q1: 346 shares; 2025Q2: 414 shares; 2025Q3: 346 shares; 2025Q4: 294 shares; 2026Q1: 316 shares; 2026Q2: 128 shares 128 $38.2K 0.02% -188 Timeline IEUR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,135 shares; 2024Q4: 1,135 shares; 2025Q1: 1,205 shares; 2025Q2: 1,110 shares; 2025Q3: 1,110 shares; 2025Q4: 765 shares; 2026Q1: 765 shares; 2026Q2: 505 shares 505 $38K 0.02% -260 Timeline UL UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,837 shares; 2026Q1: 4,692 shares; 2026Q2: 630 shares 630 $37.9K 0.02% -4,062 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,725 shares; 2024Q4: 2,619 shares; 2025Q1: 2,802 shares; 2025Q2: 3,276 shares; 2025Q3: 3,495 shares; 2025Q4: 3,455 shares; 2026Q1: 3,456 shares; 2026Q2: 478 shares 478 $37.1K 0.02% -2,978 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,172 shares; 2024Q4: 1,172 shares; 2025Q1: 1,172 shares; 2025Q2: 1,655 shares; 2025Q3: 1,503 shares; 2025Q4: 1,580 shares; 2026Q1: 2,078 shares; 2026Q2: 1,157 shares 1,157 $37K 0.02% -921 Timeline XJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 700 shares; 2024Q4: 700 shares; 2025Q1: 700 shares; 2025Q2: 700 shares; 2025Q3: 700 shares; 2025Q4: 700 shares; 2026Q1: 700 shares; 2026Q2: 700 shares 700 $36.5K 0.02% 0 Timeline VSS VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 234 shares; 2026Q1: 234 shares; 2026Q2: 234 shares 234 $36.1K 0.02% 0 Timeline SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,540 shares; 2024Q4: 1,586 shares; 2025Q1: 1,605 shares; 2025Q2: 1,607 shares; 2025Q3: 1,640 shares; 2025Q4: 1,634 shares; 2026Q1: 1,629 shares; 2026Q2: 233 shares 233 $35.9K 0.02% -1,396 Timeline NGG NATIONAL GRID PLC More: the full row for NATIONAL GRID PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 986 shares; 2024Q4: 558 shares; 2025Q1: 941 shares; 2025Q2: 921 shares; 2025Q3: 928 shares; 2025Q4: 983 shares; 2026Q1: 987 shares; 2026Q2: 417 shares 417 $34.6K 0.02% -570 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; 2024Q3: 1,949 shares; 2024Q4: 1,949 shares; 2025Q1: 1,949 shares; 2025Q2: 1,989 shares; 2025Q3: 1,941 shares; 2025Q4: 1,941 shares; 2026Q1: 1,941 shares; 2026Q2: 293 shares 293 $34.2K 0.02% -1,648 Timeline QEFA SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,505 shares; 2024Q4: 1,470 shares; 2025Q1: 1,435 shares; 2025Q2: 1,445 shares; 2025Q3: 1,395 shares; 2025Q4: 1,275 shares; 2026Q1: 1,200 shares; 2026Q2: 355 shares 355 $34.1K 0.02% -845 Timeline BTI BRITISH AMERN TOB PLC More: the full row for BRITISH AMERN TOB PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,376 shares; 2024Q4: 1,853 shares; 2025Q1: 1,878 shares; 2025Q2: 1,888 shares; 2025Q3: 2,066 shares; 2025Q4: 2,057 shares; 2026Q1: 2,062 shares; 2026Q2: 539 shares 539 $33.3K 0.02% -1,523 Timeline VTEC VANGUARD CALIF TAX FREE FDS More: the full row for VANGUARD CALIF TAX FREE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 140 shares; 2026Q1: 290 shares; 2026Q2: 330 shares 330 $33.2K 0.02% +40 Timeline STN STANTEC INC More: the full row for STANTEC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,499 shares; 2024Q4: 3,512 shares; 2025Q1: 3,513 shares; 2025Q2: 3,503 shares; 2025Q3: 3,510 shares; 2025Q4: 3,485 shares; 2026Q1: 3,462 shares; 2026Q2: 476 shares 476 $32.8K 0.02% -2,986 Timeline CMTV COMMUNITY BANCORP INC VT More: the full row for COMMUNITY BANCORP INC VT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 832 shares; 2026Q2: 832 shares 832 $32.5K 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; 2024Q3: 4,610 shares; 2024Q4: 3,977 shares; 2025Q1: 4,005 shares; 2025Q2: 3,740 shares; 2025Q3: 3,972 shares; 2025Q4: 4,018 shares; 2026Q1: 4,117 shares; 2026Q2: 549 shares 549 $31.6K 0.01% -3,568 Timeline QTEC FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 91 shares; 2024Q4: 91 shares; 2025Q1: 91 shares; 2025Q2: 91 shares; 2025Q3: 91 shares; 2025Q4: 91 shares; 2026Q1: 91 shares; 2026Q2: 91 shares 91 $30.5K 0.01% 0 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11 shares; 2024Q4: 15 shares; 2025Q1: 22 shares; 2025Q2: 22 shares; 2025Q3: 22 shares; 2025Q4: 22 shares; 2026Q1: 508 shares; 2026Q2: 444 shares 444 $30.4K 0.01% -64 Timeline JHG JANUS HENDERSON GROUP PLC More: the full row for JANUS HENDERSON GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,263 shares; 2024Q4: 1,440 shares; 2025Q1: 912 shares; 2025Q2: 575 shares; 2025Q3: 818 shares; 2025Q4: 902 shares; 2026Q1: 912 shares; 2026Q2: 584 shares 584 $30.3K 0.01% -328 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,145 shares; 2024Q4: 4,463 shares; 2025Q1: 5,926 shares; 2025Q2: 5,968 shares; 2025Q3: 5,707 shares; 2025Q4: 4,654 shares; 2026Q1: 5,714 shares; 2026Q2: 521 shares 521 $30.1K 0.01% -5,193 Timeline VRSN VERISIGN INC More: the full row for VERISIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 785 shares; 2024Q4: 785 shares; 2025Q1: 785 shares; 2025Q2: 796 shares; 2025Q3: 813 shares; 2025Q4: 786 shares; 2026Q1: 777 shares; 2026Q2: 119 shares 119 $29.9K 0.01% -658 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; 2024Q3: 1,290 shares; 2024Q4: 391 shares; 2025Q1: 1,259 shares; 2025Q2: 1,201 shares; 2025Q3: 120 shares; 2025Q4: 1,083 shares; 2026Q1: 1,093 shares; 2026Q2: 277 shares 277 $29.8K 0.01% -816 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 363 shares; 2024Q4: 365 shares; 2025Q1: 365 shares; 2025Q2: 388 shares; 2025Q3: 388 shares; 2025Q4: 389 shares; 2026Q1: 344 shares; 2026Q2: 252 shares 252 $29.7K 0.01% -92 Timeline LAD LITHIA MTRS INC More: the full row for LITHIA MTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 100 shares; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 100 shares; 2025Q4: 102 shares; 2026Q1: 102 shares; 2026Q2: 102 shares 102 $29.6K 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; 2024Q3: 92 shares; 2024Q4: 153 shares; 2025Q1: 148 shares; 2025Q2: 249 shares; 2025Q3: 244 shares; 2025Q4: 224 shares; 2026Q1: 229 shares; 2026Q2: 57 shares 57 $29.6K 0.01% -172 Timeline OTIS OTIS WORLDWIDE CORP More: the full row for OTIS WORLDWIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,466 shares; 2024Q4: 3,465 shares; 2025Q1: 3,470 shares; 2025Q2: 3,494 shares; 2025Q3: 3,477 shares; 2025Q4: 3,460 shares; 2026Q1: 3,300 shares; 2026Q2: 406 shares 406 $29.1K 0.01% -2,894 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 340 shares; 2024Q4: 340 shares; 2025Q1: 375 shares; 2025Q2: 340 shares; 2025Q3: 340 shares; 2025Q4: 340 shares; 2026Q1: 340 shares; 2026Q2: 150 shares 150 $28.5K 0.01% -190 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 299 shares 299 $28.3K 0.01% new Timeline LYG LLOYDS BANKING GROUP PLC More: the full row for LLOYDS BANKING GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 36,535 shares; 2024Q4: 34,441 shares; 2025Q1: 35,208 shares; 2025Q2: 35,335 shares; 2025Q3: 35,505 shares; 2025Q4: 35,623 shares; 2026Q1: 35,430 shares; 2026Q2: 4,821 shares 4,821 $28.1K 0.01% -30,609 Timeline WST WEST PHARMACEUTICAL SVSC INC More: the full row for WEST PHARMACEUTICAL SVSC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 88 shares; 2024Q4: 96 shares; 2025Q1: 87 shares; 2025Q2: 111 shares; 2025Q3: 111 shares; 2025Q4: 111 shares; 2026Q1: 101 shares; 2026Q2: 78 shares 78 $28K 0.01% -23 Timeline AMTB AMERANT BANCORP INC More: the full row for AMERANT BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,096 shares; 2024Q4: 1,096 shares; 2025Q1: 1,096 shares; 2025Q2: 1,096 shares; 2025Q3: 1,096 shares; 2025Q4: 1,096 shares; 2026Q1: 1,096 shares; 2026Q2: 1,096 shares 1,096 $28K 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; 2024Q3: 194 shares; 2024Q4: 196 shares; 2025Q1: 183 shares; 2025Q2: 192 shares; 2025Q3: 203 shares; 2025Q4: 232 shares; 2026Q1: 234 shares; 2026Q2: 204 shares 204 $27.5K 0.01% -30 Timeline E ENI SPA More: the full row for ENI SPA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 809 shares; 2024Q4: 833 shares; 2025Q1: 1,533 shares; 2025Q2: 1,679 shares; 2025Q3: 1,691 shares; 2025Q4: 1,691 shares; 2026Q1: 1,699 shares; 2026Q2: 585 shares 585 $27.4K 0.01% -1,114 Timeline TTE TOTALENERGIES SE More: the full row for TOTALENERGIES SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 872 shares; 2026Q1: 875 shares; 2026Q2: 350 shares 350 $27.2K 0.01% -525 Timeline IGV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 565 shares; 2024Q4: 565 shares; 2025Q1: 565 shares; 2025Q2: 565 shares; 2025Q3: 565 shares; 2025Q4: 565 shares; 2026Q1: 565 shares; 2026Q2: 300 shares 300 $27.2K 0.01% -265 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,375 shares; 2024Q4: 8,525 shares; 2025Q1: 8,947 shares; 2025Q2: 10,477 shares; 2025Q3: 11,945 shares; 2025Q4: 11,398 shares; 2026Q1: 12,196 shares; 2026Q2: 1,312 shares 1,312 $27.2K 0.01% -10,884 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; 2024Q3: 7,669 shares; 2024Q4: 7,474 shares; 2025Q1: 7,377 shares; 2025Q2: 7,373 shares; 2025Q3: 6,609 shares; 2025Q4: 6,040 shares; 2026Q1: 4,955 shares; 2026Q2: 500 shares 500 $26.8K 0.01% -4,455 Timeline MUFG MITSUBISHI UFJ FINANCIAL GRO More: the full row for MITSUBISHI UFJ FINANCIAL GRO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,866 shares; 2024Q4: 6,129 shares; 2025Q1: 6,387 shares; 2025Q2: 5,044 shares; 2025Q3: 5,588 shares; 2025Q4: 5,500 shares; 2026Q1: 5,522 shares; 2026Q2: 1,323 shares 1,323 $26.3K 0.01% -4,199 Timeline ARKK ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 320 shares; 2025Q4: 320 shares; 2026Q1: 320 shares; 2026Q2: 320 shares 320 $25.9K 0.01% 0 Timeline RBA RB GLOBAL INC More: the full row for RB GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,542 shares; 2024Q4: 1,548 shares; 2025Q1: 1,561 shares; 2025Q2: 1,547 shares; 2025Q3: 1,559 shares; 2025Q4: 1,564 shares; 2026Q1: 1,556 shares; 2026Q2: 222 shares 222 $25.9K 0.01% -1,334 Timeline IBMU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,015 shares 1,015 $25.8K 0.01% new Timeline IBMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,015 shares 1,015 $25.8K 0.01% new Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 50 shares; 2025Q1: 48 shares; 2025Q2: 43 shares; 2025Q3: 44 shares; 2025Q4: 42 shares; 2026Q1: 44 shares; 2026Q2: 26 shares 26 $25K 0.01% -18 Timeline USIG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,217 shares; 2025Q4: 486 shares; 2026Q1: 486 shares; 2026Q2: 486 shares 486 $24.9K 0.01% 0 Timeline SCHP SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 294 shares; 2026Q1: 673 shares; 2026Q2: 939 shares 939 $24.9K 0.01% +266 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; 2024Q3: 979 shares; 2024Q4: 1,428 shares; 2025Q1: 1,627 shares; 2025Q2: 979 shares; 2025Q3: 979 shares; 2025Q4: 1,187 shares; 2026Q1: 1,411 shares; 2026Q2: 605 shares 605 $24.5K 0.01% -806 Timeline TROW PRICE T ROWE GROUP INC More: the full row for PRICE T ROWE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 138 shares; 2024Q4: 231 shares; 2025Q1: 260 shares; 2025Q2: 352 shares; 2025Q3: 444 shares; 2025Q4: 453 shares; 2026Q1: 534 shares; 2026Q2: 213 shares 213 $24.2K 0.01% -321 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 152 shares; 2024Q4: 152 shares; 2025Q1: 182 shares; 2025Q2: 152 shares; 2025Q3: 152 shares; 2025Q4: 152 shares; 2026Q1: 152 shares; 2026Q2: 152 shares 152 $23.8K 0.01% 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; 2024Q3: 299 shares; 2024Q4: 299 shares; 2025Q1: 299 shares; 2025Q2: 277 shares; 2025Q3: 320 shares; 2025Q4: 258 shares; 2026Q1: 258 shares; 2026Q2: 279 shares 279 $23.6K 0.01% +21 Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 168 shares; 2024Q4: 111 shares; 2025Q1: 140 shares; 2025Q2: 321 shares; 2025Q3: 275 shares; 2025Q4: 383 shares; 2026Q1: 534 shares; 2026Q2: 175 shares 175 $23.2K 0.01% -359 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,052 shares; 2024Q4: 2,058 shares; 2025Q1: 2,066 shares; 2025Q2: 2,181 shares; 2025Q3: 1,987 shares; 2025Q4: 2,123 shares; 2026Q1: 1,832 shares; 2026Q2: 146 shares 146 $22.9K 0.01% -1,686 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; 2024Q3: 693 shares; 2024Q4: 480 shares; 2025Q1: 477 shares; 2025Q2: 480 shares; 2025Q3: 447 shares; 2025Q4: 427 shares; 2026Q1: 427 shares; 2026Q2: 150 shares 150 $22.7K 0.01% -277 Timeline AIG AMERICAN INTL GROUP INC More: the full row for AMERICAN INTL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 347 shares; 2024Q4: 345 shares; 2025Q1: 345 shares; 2025Q2: 358 shares; 2025Q3: 426 shares; 2025Q4: 367 shares; 2026Q1: 357 shares; 2026Q2: 295 shares 295 $22K 0.01% -62 Timeline QVMT INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 325 shares; 2024Q4: 325 shares; 2025Q1: 325 shares; 2025Q2: 325 shares; 2025Q3: 325 shares; 2025Q4: 310 shares; 2026Q1: 310 shares; 2026Q2: 310 shares 310 $21.7K 0.01% 0 Timeline XYL XYLEM INC More: the full row for XYLEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,491 shares; 2024Q4: 1,459 shares; 2025Q1: 1,505 shares; 2025Q2: 1,753 shares; 2025Q3: 1,674 shares; 2025Q4: 1,658 shares; 2026Q1: 1,570 shares; 2026Q2: 181 shares 181 $21.4K 0.01% -1,389 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; 2024Q3: 69 shares; 2024Q4: 69 shares; 2025Q1: 69 shares; 2025Q2: 69 shares; 2025Q3: 69 shares; 2025Q4: 69 shares; 2026Q1: 22 shares; 2026Q2: 22 shares 22 $21.2K 0.01% 0 Timeline ARE ALEXANDRIA REAL ESTATE EQ IN More: the full row for ALEXANDRIA REAL ESTATE EQ IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 789 shares; 2024Q4: 213 shares; 2025Q1: 833 shares; 2025Q2: 931 shares; 2025Q3: 850 shares; 2025Q4: 24 shares; 2026Q1: 552 shares; 2026Q2: 401 shares 401 $21.2K 0.01% -151 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 438 shares; 2024Q4: 438 shares; 2025Q1: 438 shares; 2025Q2: 285 shares; 2025Q3: 281 shares; 2025Q4: 338 shares; 2026Q1: 338 shares; 2026Q2: 57 shares 57 $21K 0.01% -281 Timeline LEN LENNAR CORP More: the full row for LENNAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 271 shares; 2024Q4: 236 shares; 2025Q1: 330 shares; 2025Q2: 200 shares; 2025Q3: 215 shares; 2025Q4: 241 shares; 2026Q1: 248 shares; 2026Q2: 229 shares 229 $20.7K 0.01% -19 Timeline ASR GRUPO AEROPORTUARIO DEL SURE More: the full row for GRUPO AEROPORTUARIO DEL SURE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 457 shares; 2024Q4: 449 shares; 2025Q1: 463 shares; 2025Q2: 461 shares; 2025Q3: 459 shares; 2025Q4: 462 shares; 2026Q1: 414 shares; 2026Q2: 66 shares 66 $20.2K 0.01% -348 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,871 shares; 2024Q4: 3,766 shares; 2025Q1: 3,637 shares; 2025Q2: 3,149 shares; 2025Q3: 2,799 shares; 2025Q4: 2,748 shares; 2026Q1: 2,776 shares; 2026Q2: 182 shares 182 $20.1K 0.01% -2,594 Timeline VGLT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14 shares; 2024Q4: 14 shares; 2025Q1: 14 shares; 2025Q2: 14 shares; 2025Q3: 15 shares; 2025Q4: 766 shares; 2026Q1: 361 shares; 2026Q2: 361 shares 361 $19.9K 0.01% 0 Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,215 shares; 2024Q4: 1,215 shares; 2025Q1: 1,175 shares; 2025Q2: 1,175 shares; 2025Q3: 1,175 shares; 2025Q4: 1,175 shares; 2026Q1: 1,311 shares; 2026Q2: 206 shares 206 $19.7K 0.01% -1,105 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,605 shares; 2024Q4: 1,667 shares; 2025Q1: 1,561 shares; 2025Q2: 1,711 shares; 2025Q3: 1,845 shares; 2025Q4: 1,899 shares; 2026Q1: 2,052 shares; 2026Q2: 223 shares 223 $19.5K 0.01% -1,829 Timeline DYNF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 287 shares; 2026Q2: 287 shares 287 $19.5K 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; 2024Q3: 552 shares; 2024Q4: 536 shares; 2025Q1: 536 shares; 2025Q2: 536 shares; 2025Q3: 531 shares; 2025Q4: 543 shares; 2026Q1: 526 shares; 2026Q2: 87 shares 87 $19.5K 0.01% -439 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,046 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 651 shares 651 $19.2K 0.01% new 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; 2024Q3: 18,038 shares; 2024Q4: 18,101 shares; 2025Q1: 18,053 shares; 2025Q2: 18,026 shares; 2025Q3: 17,985 shares; 2025Q4: 18,065 shares; 2026Q1: 17,971 shares; 2026Q2: 211 shares 211 $19.1K 0.01% -17,760 Timeline LEA LEAR CORP More: the full row for LEAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 201 shares; 2024Q4: 338 shares; 2025Q1: 217 shares; 2025Q2: 203 shares; 2025Q3: 246 shares; 2025Q4: 236 shares; 2026Q1: 240 shares; 2026Q2: 142 shares 142 $19K 0.01% -98 Timeline LAMR LAMAR ADVERTISING CO More: the full row for LAMAR ADVERTISING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 240 shares; 2024Q4: 240 shares; 2025Q1: 240 shares; 2025Q2: 240 shares; 2025Q3: 240 shares; 2025Q4: 240 shares; 2026Q1: 240 shares; 2026Q2: 120 shares 120 $18.7K 0.01% -120 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 480 shares; 2024Q4: 480 shares; 2025Q1: 480 shares; 2025Q2: 500 shares; 2025Q3: 524 shares; 2025Q4: 551 shares; 2026Q1: 555 shares; 2026Q2: 64 shares 64 $18.6K 0.01% -491 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,284 shares; 2024Q4: 5,018 shares; 2025Q1: 5,164 shares; 2025Q2: 2,460 shares; 2025Q3: 2,473 shares; 2025Q4: 2,476 shares; 2026Q1: 2,471 shares; 2026Q2: 500 shares 500 $18.5K 0.01% -1,971 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,722 shares; 2024Q4: 2,379 shares; 2025Q1: 2,575 shares; 2025Q2: 2,499 shares; 2025Q3: 2,442 shares; 2025Q4: 2,494 shares; 2026Q1: 2,412 shares; 2026Q2: 235 shares 235 $18.4K 0.01% -2,177 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; 2024Q3: 100 shares; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 145 shares; 2025Q3: 145 shares; 2025Q4: 178 shares; 2026Q1: 180 shares; 2026Q2: 70 shares 70 $18.2K 0.01% -110 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; 2024Q3: 420 shares; 2024Q4: 535 shares; 2025Q1: 535 shares; 2025Q2: 535 shares; 2025Q3: 535 shares; 2025Q4: 535 shares; 2026Q1: 535 shares; 2026Q2: 115 shares 115 $18.2K 0.01% -420 Timeline SONY SONY GROUP CORP More: the full row for SONY GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,572 shares; 2024Q4: 13,281 shares; 2025Q1: 13,345 shares; 2025Q2: 13,396 shares; 2025Q3: 13,686 shares; 2025Q4: 13,659 shares; 2026Q1: 13,745 shares; 2026Q2: 905 shares 905 $18.2K 0.01% -12,840 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 71 shares; 2025Q3: 71 shares; 2025Q4: 71 shares; 2026Q1: 193 shares; 2026Q2: 152 shares 152 $18.1K 0.01% -41 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; 2024Q3: 800 shares; 2024Q4: 800 shares; 2025Q1: 600 shares; 2025Q2: 600 shares; 2025Q3: 600 shares; 2025Q4: 600 shares; 2026Q1: 425 shares; 2026Q2: 370 shares 370 $18K 0.01% -55 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18 shares; 2024Q4: 36 shares; 2025Q1: 36 shares; 2025Q2: 49 shares; 2025Q3: 60 shares; 2025Q4: 45 shares; 2026Q1: 87 shares; 2026Q2: 52 shares 52 $17.8K 0.01% -35 Timeline VONV VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,970 shares; 2024Q4: 4,970 shares; 2025Q1: 4,255 shares; 2025Q2: 4,255 shares; 2025Q3: 4,255 shares; 2025Q4: 4,255 shares; 2026Q1: 4,255 shares; 2026Q2: 165 shares 165 $17.5K 0.01% -4,090 Timeline PSO PEARSON PLC More: the full row for PEARSON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,509 shares; 2024Q4: 7,536 shares; 2025Q1: 7,570 shares; 2025Q2: 7,570 shares; 2025Q3: 6,919 shares; 2025Q4: 6,855 shares; 2026Q1: 6,632 shares; 2026Q2: 1,100 shares 1,100 $17.5K 0.01% -5,532 Timeline NWG NATWEST GROUP PLC More: the full row for NATWEST GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,936 shares; 2024Q4: 6,953 shares; 2025Q1: 7,074 shares; 2025Q2: 7,109 shares; 2025Q3: 7,204 shares; 2025Q4: 7,231 shares; 2026Q1: 7,263 shares; 2026Q2: 977 shares 977 $17.2K 0.01% -6,286 Timeline AMCR AMCOR PLC More: the full row for AMCOR PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 547 shares; 2026Q2: 396 shares 396 $17.2K 0.01% -151 Timeline BUD ANHEUSER BUSCH INBEV SA NV More: the full row for ANHEUSER BUSCH INBEV SA NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 521 shares; 2024Q4: 549 shares; 2025Q1: 804 shares; 2025Q2: 884 shares; 2025Q3: 890 shares; 2025Q4: 890 shares; 2026Q1: 888 shares; 2026Q2: 205 shares 205 $16.9K 0.01% -683 Timeline HDEF DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 525 shares 525 $16.9K 0.01% new Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 602 shares; 2024Q4: 616 shares; 2025Q1: 616 shares; 2025Q2: 670 shares; 2025Q3: 676 shares; 2025Q4: 628 shares; 2026Q1: 644 shares; 2026Q2: 41 shares 41 $16.3K 0.01% -603 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 120 shares; 2024Q4: 48 shares; 2025Q1: 142 shares; 2025Q2: 228 shares; 2025Q3: 295 shares; 2025Q4: 303 shares; 2026Q1: 326 shares; 2026Q2: 120 shares 120 $16.3K 0.01% -206 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; 2024Q3: 945 shares; 2024Q4: 963 shares; 2025Q1: 1,021 shares; 2025Q2: 953 shares; 2025Q3: 1,164 shares; 2025Q4: 1,168 shares; 2026Q1: 1,171 shares; 2026Q2: 77 shares 77 $15.9K 0.01% -1,094 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 606 shares; 2024Q4: 321 shares; 2025Q1: 666 shares; 2025Q2: 643 shares; 2025Q3: 544 shares; 2025Q4: 537 shares; 2026Q1: 522 shares; 2026Q2: 41 shares 41 $15.9K 0.01% -481 Timeline EL LAUDER ESTEE COS INC More: the full row for LAUDER ESTEE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 200 shares; 2024Q4: 200 shares; 2025Q1: 200 shares; 2025Q2: 200 shares; 2025Q3: 200 shares; 2025Q4: 200 shares; 2026Q1: 200 shares; 2026Q2: 200 shares 200 $15.8K 0.01% 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; 2024Q3: 1,398 shares; 2024Q4: 1,398 shares; 2025Q1: 1,468 shares; 2025Q2: 1,353 shares; 2025Q3: 1,223 shares; 2025Q4: 943 shares; 2026Q1: 943 shares; 2026Q2: 125 shares 125 $15.6K 0.01% -818 Timeline NDSN NORDSON CORP More: the full row for NORDSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 638 shares; 2024Q4: 476 shares; 2025Q1: 610 shares; 2025Q2: 621 shares; 2025Q3: 620 shares; 2025Q4: 620 shares; 2026Q1: 603 shares; 2026Q2: 51 shares 51 $15.4K 0.01% -552 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 124 shares; 2025Q3: 82 shares; 2025Q4: 82 shares; 2026Q1: 114 shares; 2026Q2: 41 shares 41 $15.2K 0.01% -73 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 769 shares; 2026Q1: 837 shares; 2026Q2: 900 shares 900 $15.1K 0.01% +63 Timeline RRX REGAL REXNORD CORPORATION More: the full row for REGAL REXNORD CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 800 shares; 2024Q4: 782 shares; 2025Q1: 792 shares; 2025Q2: 807 shares; 2025Q3: 772 shares; 2025Q4: 772 shares; 2026Q1: 754 shares; 2026Q2: 62 shares 62 $14.8K 0.01% -692 Timeline GIL GILDAN ACTIVEWEAR INC More: the full row for GILDAN ACTIVEWEAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,981 shares; 2024Q4: 1,988 shares; 2025Q1: 2,001 shares; 2025Q2: 1,991 shares; 2025Q3: 2,028 shares; 2025Q4: 2,078 shares; 2026Q1: 2,070 shares; 2026Q2: 285 shares 285 $14.7K 0.01% -1,785 Timeline VPU VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 75 shares; 2024Q4: 75 shares; 2025Q1: 75 shares; 2025Q2: 75 shares; 2025Q3: 75 shares; 2025Q4: 75 shares; 2026Q1: 75 shares; 2026Q2: 75 shares 75 $14.7K 0.01% 0 Timeline VTR VENTAS INC More: the full row for VENTAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 163 shares; 2024Q4: 163 shares; 2025Q1: 163 shares; 2025Q2: 163 shares; 2025Q3: 163 shares; 2025Q4: 163 shares; 2026Q1: 163 shares; 2026Q2: 163 shares 163 $14.5K 0.01% 0 Timeline AOA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 63 shares; 2024Q4: 63 shares; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 100 shares; 2025Q4: 130 shares; 2026Q1: 135 shares; 2026Q2: 148 shares 148 $14.4K 0.01% +13 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; 2024Q3: 160 shares; 2024Q4: 160 shares; 2025Q1: 160 shares; 2025Q2: 160 shares; 2025Q3: 160 shares; 2025Q4: 160 shares; 2026Q1: 177 shares; 2026Q2: 150 shares 150 $14.4K 0.01% -27 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 100 shares; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 100 shares; 2025Q4: 100 shares; 2026Q1: 100 shares; 2026Q2: 100 shares 100 $14.3K 0.01% 0 Timeline UAL UNITED AIRLS HLDGS INC More: the full row for UNITED AIRLS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,187 shares; 2024Q4: 1,224 shares; 2025Q1: 1,247 shares; 2025Q2: 1,258 shares; 2025Q3: 1,258 shares; 2025Q4: 1,244 shares; 2026Q1: 1,227 shares; 2026Q2: 105 shares 105 $14.3K 0.01% -1,122 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 930 shares; 2024Q4: 930 shares; 2025Q1: 930 shares; 2025Q2: 895 shares; 2025Q3: 825 shares; 2025Q4: 825 shares; 2026Q1: 825 shares; 2026Q2: 75 shares 75 $14.1K 0.01% -750 Timeline FOXA FOX CORP More: the full row for FOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 384 shares; 2024Q4: 387 shares; 2025Q1: 407 shares; 2025Q2: 406 shares; 2025Q3: 460 shares; 2025Q4: 448 shares; 2026Q1: 453 shares; 2026Q2: 270 shares 270 $14.1K 0.01% -183 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; 2024Q3: 597 shares; 2024Q4: 597 shares; 2025Q1: 586 shares; 2025Q2: 541 shares; 2025Q3: 511 shares; 2025Q4: 507 shares; 2026Q1: 590 shares; 2026Q2: 127 shares 127 $13.9K 0.01% -463 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 772 shares; 2025Q3: 668 shares; 2025Q4: 515 shares; 2026Q1: 715 shares; 2026Q2: 257 shares 257 $13.9K 0.01% -458 Timeline FSLR FIRST SOLAR INC More: the full row for FIRST SOLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,101 shares; 2024Q4: 1,075 shares; 2025Q1: 1,088 shares; 2025Q2: 1,234 shares; 2025Q3: 1,237 shares; 2025Q4: 1,241 shares; 2026Q1: 1,221 shares; 2026Q2: 59 shares 59 $13.9K 0.01% -1,162 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 186 shares; 2024Q4: 186 shares; 2025Q1: 186 shares; 2025Q2: 186 shares; 2025Q3: 186 shares; 2025Q4: 186 shares; 2026Q1: 247 shares; 2026Q2: 61 shares 61 $13.9K 0.01% -186 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 839 shares; 2024Q4: 839 shares; 2025Q1: 851 shares; 2025Q2: 846 shares; 2025Q3: 855 shares; 2025Q4: 846 shares; 2026Q1: 959 shares; 2026Q2: 28 shares 28 $13.8K 0.01% -931 Timeline VTC VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,212 shares; 2024Q4: 4,212 shares; 2025Q1: 2,106 shares; 2025Q2: 1,053 shares; 2025Q3: 351 shares; 2025Q4: 176 shares; 2026Q1: 176 shares; 2026Q2: 176 shares 176 $13.5K 0.01% 0 Timeline HPQ HP INC More: the full row for HP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,034 shares; 2024Q4: 6,712 shares; 2025Q1: 7,042 shares; 2025Q2: 6,660 shares; 2025Q3: 6,266 shares; 2025Q4: 3,727 shares; 2026Q1: 5,750 shares; 2026Q2: 603 shares 603 $13.2K 0.01% -5,147 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; 2024Q3: 3,323 shares; 2024Q4: 3,282 shares; 2025Q1: 3,559 shares; 2025Q2: 3,981 shares; 2025Q3: 4,057 shares; 2025Q4: 4,024 shares; 2026Q1: 4,083 shares; 2026Q2: 289 shares 289 $13K 0.01% -3,794 Timeline IYF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 100 shares; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 100 shares; 2025Q4: 100 shares; 2026Q1: 100 shares; 2026Q2: 100 shares 100 $12.8K 0.01% 0 Timeline STT STATE STR CORP More: the full row for STATE STR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 80 shares; 2024Q4: 80 shares; 2025Q1: 80 shares; 2025Q2: 134 shares; 2025Q3: 176 shares; 2025Q4: 186 shares; 2026Q1: 186 shares; 2026Q2: 74 shares 74 $12.6K 0.01% -112 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,707 shares; 2024Q4: 2,283 shares; 2025Q1: 2,666 shares; 2025Q2: 2,123 shares; 2025Q3: 1,568 shares; 2025Q4: 1,544 shares; 2026Q1: 1,929 shares; 2026Q2: 261 shares 261 $12.5K 0.01% -1,668 Timeline XPH SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 188 shares; 2024Q4: 188 shares; 2025Q1: 188 shares; 2025Q2: 188 shares; 2025Q3: 188 shares; 2025Q4: 188 shares; 2026Q1: 188 shares; 2026Q2: 188 shares 188 $12.5K 0.01% 0 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 957 shares; 2024Q4: 1,057 shares; 2025Q1: 1,075 shares; 2025Q2: 1,210 shares; 2025Q3: 1,175 shares; 2025Q4: 1,157 shares; 2026Q1: 1,183 shares; 2026Q2: 125 shares 125 $12.3K 0.01% -1,058 Timeline VRSK VERISK ANALYTICS INC More: the full row for VERISK ANALYTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 927 shares; 2024Q4: 924 shares; 2025Q1: 931 shares; 2025Q2: 941 shares; 2025Q3: 885 shares; 2025Q4: 796 shares; 2026Q1: 804 shares; 2026Q2: 68 shares 68 $12.2K 0.01% -736 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 39 shares; 2025Q1: not reported; 2025Q2: 69 shares; 2025Q3: 110 shares; 2025Q4: 110 shares; 2026Q1: 103 shares; 2026Q2: 69 shares 69 $12.2K 0.01% -34 Timeline SUNB SUNBELT RENTALS HOLDINGS INC More: the full row for SUNBELT RENTALS HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 236 shares; 2026Q2: 159 shares 159 $11.9K 0.01% -77 Timeline SOLS SOLSTICE ADVANCED MATLS INC More: the full row for SOLSTICE ADVANCED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 226 shares; 2026Q1: 149 shares; 2026Q2: 134 shares 134 $11.9K 0.01% -15 Timeline TM TOYOTA MOTOR CORP More: the full row for TOYOTA MOTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 793 shares; 2024Q4: 778 shares; 2025Q1: 791 shares; 2025Q2: 429 shares; 2025Q3: 472 shares; 2025Q4: 473 shares; 2026Q1: 441 shares; 2026Q2: 70 shares 70 $11.8K 0.01% -371 Timeline USFD US FOODS HLDG CORP More: the full row for US FOODS HLDG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 37 shares; 2024Q4: 37 shares; 2025Q1: 37 shares; 2025Q2: 37 shares; 2025Q3: 57 shares; 2025Q4: 104 shares; 2026Q1: 146 shares; 2026Q2: 113 shares 113 $11.6K 0.01% -33 Timeline UTL UNITIL CORP More: the full row for UNITIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 645 shares; 2025Q3: 430 shares; 2025Q4: 430 shares; 2026Q1: 430 shares; 2026Q2: 215 shares 215 $11.3K 0.01% -215 Timeline CAE CAE INC More: the full row for CAE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,098 shares; 2024Q4: 3,098 shares; 2025Q1: 3,098 shares; 2025Q2: 3,098 shares; 2025Q3: 3,060 shares; 2025Q4: 3,060 shares; 2026Q1: 3,075 shares; 2026Q2: 450 shares 450 $11.3K 0.01% -2,625 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 876 shares; 2024Q4: 876 shares; 2025Q1: 965 shares; 2025Q2: 1,079 shares; 2025Q3: 965 shares; 2025Q4: 965 shares; 2026Q1: 965 shares; 2026Q2: 156 shares 156 $11.1K 0.01% -809 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 52 shares; 2024Q4: 76 shares; 2025Q1: 68 shares; 2025Q2: 49 shares; 2025Q3: 56 shares; 2025Q4: 45 shares; 2026Q1: 70 shares; 2026Q2: 26 shares 26 $11.1K 0.01% -44 Timeline MUR MURPHY OIL CORP More: the full row for MURPHY OIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 132 shares; 2024Q4: not reported; 2025Q1: 361 shares; 2025Q2: 665 shares; 2025Q3: 580 shares; 2025Q4: 580 shares; 2026Q1: 580 shares; 2026Q2: 340 shares 340 $11.1K 0.01% -240 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 184 shares; 2024Q4: 187 shares; 2025Q1: 183 shares; 2025Q2: 179 shares; 2025Q3: 180 shares; 2025Q4: 932 shares; 2026Q1: 857 shares; 2026Q2: 110 shares 110 $10.9K 0.01% -747 Timeline SYF SYNCHRONY FINANCIAL More: the full row for SYNCHRONY FINANCIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 457 shares; 2024Q4: 506 shares; 2025Q1: 457 shares; 2025Q2: 717 shares; 2025Q3: 831 shares; 2025Q4: 814 shares; 2026Q1: 789 shares; 2026Q2: 143 shares 143 $10.9K 0.01% -646 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 340 shares; 2024Q4: 340 shares; 2025Q1: 255 shares; 2025Q2: 415 shares; 2025Q3: 250 shares; 2025Q4: 250 shares; 2026Q1: 250 shares; 2026Q2: 70 shares 70 $10.7K 0.01% -180 Timeline OKTA OKTA INC More: the full row for OKTA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 100 shares; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 70 shares; 2025Q4: 70 shares; 2026Q1: 70 shares; 2026Q2: 78 shares 78 $10.6K 0.01% +8 Timeline BKR BAKER HUGHES COMPANY More: the full row for BAKER HUGHES COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 57 shares; 2025Q3: 57 shares; 2025Q4: 187 shares; 2026Q1: 197 shares; 2026Q2: 187 shares 187 $10.4K <0.01% -10 Timeline AVB AVALONBAY CMNTYS INC More: the full row for AVALONBAY CMNTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13 shares; 2025Q3: 16 shares; 2025Q4: not reported; 2026Q1: 16 shares; 2026Q2: 55 shares 55 $10.4K <0.01% +39 Timeline CRH CRH PLC More: the full row for CRH PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 188 shares; 2024Q4: 188 shares; 2025Q1: 288 shares; 2025Q2: 228 shares; 2025Q3: 277 shares; 2025Q4: 277 shares; 2026Q1: 298 shares; 2026Q2: 96 shares 96 $10.3K <0.01% -202 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 215 shares; 2024Q4: 215 shares; 2025Q1: 215 shares; 2025Q2: 215 shares; 2025Q3: 145 shares; 2025Q4: 145 shares; 2026Q1: 145 shares; 2026Q2: 30 shares 30 $10.2K <0.01% -115 Timeline FBT FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 41 shares; 2024Q4: 41 shares; 2025Q1: 41 shares; 2025Q2: 41 shares; 2025Q3: 41 shares; 2025Q4: 41 shares; 2026Q1: 41 shares; 2026Q2: 41 shares 41 $10.2K <0.01% 0 Timeline BYD BOYD GAMING CORP More: the full row for BOYD GAMING CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 148 shares; 2024Q4: 148 shares; 2025Q1: 148 shares; 2025Q2: 148 shares; 2025Q3: 148 shares; 2025Q4: 148 shares; 2026Q1: 177 shares; 2026Q2: 115 shares 115 $10.2K <0.01% -62 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 32 shares; 2024Q4: 225 shares; 2025Q1: 237 shares; 2025Q2: 267 shares; 2025Q3: 775 shares; 2025Q4: 789 shares; 2026Q1: 726 shares; 2026Q2: 85 shares 85 $9.92K <0.01% -641 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 163 shares; 2026Q2: 163 shares 163 $9.91K <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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 110 shares; 2026Q1: 110 shares; 2026Q2: 104 shares 104 $9.71K <0.01% -6 Timeline AIZ ASSURANT INC More: the full row for ASSURANT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12 shares; 2024Q4: 12 shares; 2025Q1: 12 shares; 2025Q2: 12 shares; 2025Q3: 21 shares; 2025Q4: 28 shares; 2026Q1: 23 shares; 2026Q2: 36 shares 36 $9.67K <0.01% +13 Timeline BRO BROWN & BROWN INC More: the full row for BROWN & BROWN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 150 shares 150 $9.62K <0.01% new Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 102 shares; 2024Q4: 958 shares; 2025Q1: 878 shares; 2025Q2: 851 shares; 2025Q3: 878 shares; 2025Q4: 893 shares; 2026Q1: 911 shares; 2026Q2: 89 shares 89 $9.61K <0.01% -822 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2 shares; 2024Q4: 2 shares; 2025Q1: 4 shares; 2025Q2: 2 shares; 2025Q3: 5 shares; 2025Q4: 6 shares; 2026Q1: 8 shares; 2026Q2: 7 shares 7 $9.52K <0.01% -1 Timeline STE STERIS PLC More: the full row for STERIS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10 shares; 2025Q3: 26 shares; 2025Q4: 30 shares; 2026Q1: 43 shares; 2026Q2: 45 shares 45 $9.48K <0.01% +2 Timeline PHM PULTE GROUP INC More: the full row for PULTE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 100 shares; 2024Q4: 53 shares; 2025Q1: 68 shares; 2025Q2: 130 shares; 2025Q3: 159 shares; 2025Q4: 158 shares; 2026Q1: 150 shares; 2026Q2: 68 shares 68 $9.33K <0.01% -82 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 64 shares; 2024Q4: 77 shares; 2025Q1: 105 shares; 2025Q2: 50 shares; 2025Q3: 57 shares; 2025Q4: 98 shares; 2026Q1: 109 shares; 2026Q2: 13 shares 13 $9.27K <0.01% -96 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; 2024Q3: 1,011 shares; 2024Q4: 1,011 shares; 2025Q1: 1,131 shares; 2025Q2: 1,289 shares; 2025Q3: 1,313 shares; 2025Q4: 1,313 shares; 2026Q1: 1,364 shares; 2026Q2: 64 shares 64 $9.26K <0.01% -1,300 Timeline IBKR INTERACTIVE BROKERS GROUP IN More: the full row for INTERACTIVE BROKERS GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 104 shares; 2026Q1: 104 shares; 2026Q2: 104 shares 104 $9.05K <0.01% 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 62 shares; 2026Q2: 24 shares 24 $9K <0.01% -38 Timeline WDAY WORKDAY INC More: the full row for WORKDAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13 shares; 2025Q2: 8 shares; 2025Q3: 16 shares; 2025Q4: 8 shares; 2026Q1: 8 shares; 2026Q2: 73 shares 73 $8.94K <0.01% +65 Timeline EVR EVERCORE INC More: the full row for EVERCORE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8 shares; 2024Q4: 17 shares; 2025Q1: 56 shares; 2025Q2: 124 shares; 2025Q3: 140 shares; 2025Q4: 132 shares; 2026Q1: 132 shares; 2026Q2: 26 shares 26 $8.88K <0.01% -106 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 90 shares; 2026Q1: 78 shares; 2026Q2: 57 shares 57 $8.76K <0.01% -21 Timeline AQWA GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,580 shares; 2024Q4: 6,260 shares; 2025Q1: 6,260 shares; 2025Q2: 4,580 shares; 2025Q3: 4,580 shares; 2025Q4: 4,580 shares; 2026Q1: 4,580 shares; 2026Q2: 430 shares 430 $8.42K <0.01% -4,150 Timeline MTSI MACOM TECH SOLUTIONS HLDGS I More: the full row for MACOM TECH SOLUTIONS HLDGS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 22 shares; 2025Q3: 22 shares; 2025Q4: 22 shares; 2026Q1: 22 shares; 2026Q2: 22 shares 22 $8.37K <0.01% 0 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 102 shares; 2024Q4: 102 shares; 2025Q1: 102 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 33 shares; 2026Q1: 39 shares; 2026Q2: 95 shares 95 $8.26K <0.01% +56 Timeline HLN HALEON PLC More: the full row for HALEON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,848 shares; 2024Q4: 4,954 shares; 2025Q1: 5,476 shares; 2025Q2: 5,931 shares; 2025Q3: 4,499 shares; 2025Q4: 3,658 shares; 2026Q1: 3,618 shares; 2026Q2: 883 shares 883 $8.24K <0.01% -2,735 Timeline SCCO SOUTHERN COPPER CORP More: the full row for SOUTHERN COPPER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 47 shares; 2026Q1: 47 shares; 2026Q2: 47 shares 47 $8.19K <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; 2024Q3: 21 shares; 2024Q4: 793 shares; 2025Q1: 391 shares; 2025Q2: 661 shares; 2025Q3: 687 shares; 2025Q4: 695 shares; 2026Q1: 674 shares; 2026Q2: 40 shares 40 $8.03K <0.01% -634 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 424 shares; 2024Q4: 452 shares; 2025Q1: 464 shares; 2025Q2: 424 shares; 2025Q3: 424 shares; 2025Q4: 460 shares; 2026Q1: 504 shares; 2026Q2: 36 shares 36 $8.02K <0.01% -468 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; 2024Q3: 264 shares; 2024Q4: 264 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 150 shares; 2025Q4: not reported; 2026Q1: 125 shares; 2026Q2: 230 shares 230 $8K <0.01% +105 Timeline CASY CASEYS GEN STORES INC More: the full row for CASEYS GEN STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8 shares; 2024Q4: 8 shares; 2025Q1: 21 shares; 2025Q2: 21 shares; 2025Q3: 23 shares; 2025Q4: 23 shares; 2026Q1: 29 shares; 2026Q2: 10 shares 10 $7.95K <0.01% -19 Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 81 shares; 2026Q1: 81 shares; 2026Q2: 81 shares 81 $7.79K <0.01% 0 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 72 shares; 2024Q4: 72 shares; 2025Q1: 111 shares; 2025Q2: 55 shares; 2025Q3: 81 shares; 2025Q4: 109 shares; 2026Q1: 109 shares; 2026Q2: 82 shares 82 $7.6K <0.01% -27 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 255 shares; 2024Q4: 197 shares; 2025Q1: 242 shares; 2025Q2: 210 shares; 2025Q3: 86 shares; 2025Q4: 179 shares; 2026Q1: 238 shares; 2026Q2: 37 shares 37 $7.59K <0.01% -201 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 813 shares; 2024Q4: 813 shares; 2025Q1: 813 shares; 2025Q2: 838 shares; 2025Q3: 841 shares; 2025Q4: 841 shares; 2026Q1: 917 shares; 2026Q2: 28 shares 28 $7.57K <0.01% -889 Timeline AKAM AKAMAI TECHNOLOGIES INC More: the full row for AKAMAI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23 shares; 2024Q4: not reported; 2025Q1: 52 shares; 2025Q2: 33 shares; 2025Q3: 30 shares; 2025Q4: 77 shares; 2026Q1: 59 shares; 2026Q2: 64 shares 64 $7.57K <0.01% +5 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; 2024Q3: not reported; 2024Q4: 88 shares; 2025Q1: 96 shares; 2025Q2: 94 shares; 2025Q3: 94 shares; 2025Q4: 94 shares; 2026Q1: 94 shares; 2026Q2: 27 shares 27 $7.56K <0.01% -67 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 160 shares; 2024Q4: 441 shares; 2025Q1: 393 shares; 2025Q2: 393 shares; 2025Q3: 393 shares; 2025Q4: 393 shares; 2026Q1: 404 shares; 2026Q2: 65 shares 65 $7.47K <0.01% -339 Timeline EVRG EVERGY INC More: the full row for EVERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 296 shares; 2024Q4: 273 shares; 2025Q1: 1,514 shares; 2025Q2: 1,531 shares; 2025Q3: 1,573 shares; 2025Q4: 1,624 shares; 2026Q1: 1,658 shares; 2026Q2: 86 shares 86 $7.43K <0.01% -1,572 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 63 shares; 2024Q4: not reported; 2025Q1: 49 shares; 2025Q2: 23 shares; 2025Q3: 75 shares; 2025Q4: 33 shares; 2026Q1: 76 shares; 2026Q2: 57 shares 57 $7.39K <0.01% -19 Timeline XSOE WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 150 shares; 2024Q4: 150 shares; 2025Q1: 150 shares; 2025Q2: 150 shares; 2025Q3: 150 shares; 2025Q4: 150 shares; 2026Q1: 150 shares; 2026Q2: 150 shares 150 $7.38K <0.01% 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; 2024Q3: 808 shares; 2024Q4: 829 shares; 2025Q1: 813 shares; 2025Q2: 790 shares; 2025Q3: 771 shares; 2025Q4: 773 shares; 2026Q1: 776 shares; 2026Q2: 14 shares 14 $7.37K <0.01% -762 Timeline AES AES CORP More: the full row for AES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 36 shares; 2024Q4: 226 shares; 2025Q1: 36 shares; 2025Q2: 509 shares; 2025Q3: 509 shares; 2025Q4: 509 shares; 2026Q1: 539 shares; 2026Q2: 500 shares 500 $7.33K <0.01% -39 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; 2024Q3: 9 shares; 2024Q4: 10 shares; 2025Q1: 11 shares; 2025Q2: 10 shares; 2025Q3: 10 shares; 2025Q4: 10 shares; 2026Q1: 9 shares; 2026Q2: 41 shares 41 $7.31K <0.01% +32 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 15 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 32 shares; 2025Q4: 32 shares; 2026Q1: 54 shares; 2026Q2: 32 shares 32 $7.31K <0.01% -22 Timeline CHD CHURCH & DWIGHT CO INC More: the full row for CHURCH & DWIGHT CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 268 shares; 2024Q4: 268 shares; 2025Q1: 268 shares; 2025Q2: 268 shares; 2025Q3: 308 shares; 2025Q4: 308 shares; 2026Q1: 320 shares; 2026Q2: 74 shares 74 $7.17K <0.01% -246 Timeline CLX CLOROX CO DEL More: the full row for CLOROX CO DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,561 shares; 2024Q4: 1,561 shares; 2025Q1: 1,312 shares; 2025Q2: 1,312 shares; 2025Q3: 1,300 shares; 2025Q4: 1,348 shares; 2026Q1: 1,328 shares; 2026Q2: 75 shares 75 $7.16K <0.01% -1,253 Timeline SCHH SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 296 shares 296 $7.01K <0.01% new Timeline DOX AMDOCS LTD More: the full row for AMDOCS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 267 shares; 2024Q4: 267 shares; 2025Q1: 267 shares; 2025Q2: 251 shares; 2025Q3: 257 shares; 2025Q4: 229 shares; 2026Q1: 179 shares; 2026Q2: 136 shares 136 $6.87K <0.01% -43 Timeline BWA BORGWARNER INC More: the full row for BORGWARNER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 159 shares; 2024Q4: 415 shares; 2025Q1: 46 shares; 2025Q2: 804 shares; 2025Q3: 847 shares; 2025Q4: 866 shares; 2026Q1: 866 shares; 2026Q2: 103 shares 103 $6.84K <0.01% -763 Timeline NVR NVR INC More: the full row for NVR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1 shares 1 $6.81K <0.01% new Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 5 shares; 2025Q1: not reported; 2025Q2: 7 shares; 2025Q3: 10 shares; 2025Q4: 17 shares; 2026Q1: 12 shares; 2026Q2: 18 shares 18 $6.76K <0.01% +6 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; 2024Q3: 3 shares; 2024Q4: 9 shares; 2025Q1: 9 shares; 2025Q2: 9 shares; 2025Q3: 9 shares; 2025Q4: 8 shares; 2026Q1: 37 shares; 2026Q2: 41 shares 41 $6.71K <0.01% +4 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9 shares; 2024Q4: 9 shares; 2025Q1: 9 shares; 2025Q2: 26 shares; 2025Q3: 21 shares; 2025Q4: 21 shares; 2026Q1: 21 shares; 2026Q2: 21 shares 21 $6.67K <0.01% 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; 2024Q3: 451 shares; 2024Q4: 451 shares; 2025Q1: 451 shares; 2025Q2: 595 shares; 2025Q3: 481 shares; 2025Q4: 481 shares; 2026Q1: 481 shares; 2026Q2: 30 shares 30 $6.54K <0.01% -451 Timeline MAS MASCO CORP More: the full row for MASCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 79 shares; 2026Q1: 79 shares; 2026Q2: 79 shares 79 $6.43K <0.01% 0 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4 shares; 2025Q4: 14 shares; 2026Q1: 56 shares; 2026Q2: 27 shares 27 $6.42K <0.01% -29 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; 2024Q3: 11,294 shares; 2024Q4: 7,800 shares; 2025Q1: 11,165 shares; 2025Q2: 10,365 shares; 2025Q3: 12,353 shares; 2025Q4: 12,481 shares; 2026Q1: 12,200 shares; 2026Q2: 462 shares 462 $6.42K <0.01% -11,738 Timeline OMC OMNICOM GROUP INC More: the full row for OMNICOM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 170 shares; 2024Q4: 120 shares; 2025Q1: 120 shares; 2025Q2: 265 shares; 2025Q3: 233 shares; 2025Q4: 1,775 shares; 2026Q1: 1,552 shares; 2026Q2: 88 shares 88 $6.41K <0.01% -1,464 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,759 shares; 2024Q4: 2,729 shares; 2025Q1: 2,658 shares; 2025Q2: 2,734 shares; 2025Q3: 2,699 shares; 2025Q4: 2,682 shares; 2026Q1: 2,493 shares; 2026Q2: 153 shares 153 $6.28K <0.01% -2,340 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 28 shares; 2025Q3: 28 shares; 2025Q4: 28 shares; 2026Q1: 28 shares; 2026Q2: 28 shares 28 $6.27K <0.01% 0 Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 20 shares; 2026Q1: 86 shares; 2026Q2: 197 shares 197 $6.23K <0.01% +111 Timeline UNM UNUM GROUP More: the full row for UNUM GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,569 shares; 2024Q4: 1,610 shares; 2025Q1: 1,591 shares; 2025Q2: 1,662 shares; 2025Q3: 1,640 shares; 2025Q4: 1,614 shares; 2026Q1: 1,595 shares; 2026Q2: 67 shares 67 $6.01K <0.01% -1,528 Timeline CNA CNA FINL CORP More: the full row for CNA FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 123 shares 123 $5.98K <0.01% new Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 385 shares; 2024Q4: 385 shares; 2025Q1: 385 shares; 2025Q2: 389 shares; 2025Q3: 389 shares; 2025Q4: 389 shares; 2026Q1: 350 shares; 2026Q2: 136 shares 136 $5.87K <0.01% -214 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,046 shares; 2024Q4: 1,046 shares; 2025Q1: 1,046 shares; 2025Q2: 1,052 shares; 2025Q3: 1,052 shares; 2025Q4: 1,057 shares; 2026Q1: 1,057 shares; 2026Q2: 17 shares 17 $5.85K <0.01% -1,040 Timeline AER AERCAP HOLDINGS NV More: the full row for AERCAP HOLDINGS NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 40 shares; 2024Q4: 40 shares; 2025Q1: 40 shares; 2025Q2: 80 shares; 2025Q3: 80 shares; 2025Q4: 80 shares; 2026Q1: 80 shares; 2026Q2: 40 shares 40 $5.83K <0.01% -40 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 179 shares; 2024Q4: 150 shares; 2025Q1: 150 shares; 2025Q2: 150 shares; 2025Q3: not reported; 2025Q4: 26 shares; 2026Q1: 26 shares; 2026Q2: 26 shares 26 $5.79K <0.01% 0 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,132 shares; 2024Q4: 2,132 shares; 2025Q1: 2,163 shares; 2025Q2: 2,383 shares; 2025Q3: 2,470 shares; 2025Q4: 2,475 shares; 2026Q1: 2,475 shares; 2026Q2: 92 shares 92 $5.79K <0.01% -2,383 Timeline GMAB GENMAB A/S More: the full row for GENMAB A/S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 368 shares; 2024Q4: 271 shares; 2025Q1: 384 shares; 2025Q2: 300 shares; 2025Q3: 300 shares; 2025Q4: 300 shares; 2026Q1: 295 shares; 2026Q2: 209 shares 209 $5.74K <0.01% -86 Timeline APA APA CORPORATION More: the full row for APA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 300 shares; 2024Q4: 339 shares; 2025Q1: not reported; 2025Q2: 238 shares; 2025Q3: 188 shares; 2025Q4: 210 shares; 2026Q1: 274 shares; 2026Q2: 175 shares 175 $5.7K <0.01% -99 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 16 shares; 2025Q2: 23 shares; 2025Q3: 19 shares; 2025Q4: 19 shares; 2026Q1: 19 shares; 2026Q2: 21 shares 21 $5.65K <0.01% +2 Timeline EIX EDISON INTL More: the full row for EDISON INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,201 shares; 2024Q4: 1,201 shares; 2025Q1: 1,277 shares; 2025Q2: 1,219 shares; 2025Q3: 967 shares; 2025Q4: 1,192 shares; 2026Q1: 1,133 shares; 2026Q2: 74 shares 74 $5.51K <0.01% -1,059 Timeline VIOO VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 194 shares; 2024Q4: 194 shares; 2025Q1: 194 shares; 2025Q2: 39 shares; 2025Q3: 39 shares; 2025Q4: 39 shares; 2026Q1: 39 shares; 2026Q2: 39 shares 39 $5.37K <0.01% 0 Timeline MHK MOHAWK INDS INC More: the full row for MOHAWK INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 44 shares 44 $5.34K <0.01% new Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7 shares; 2024Q4: 9 shares; 2025Q1: 14 shares; 2025Q2: 12 shares; 2025Q3: 17 shares; 2025Q4: 3 shares; 2026Q1: 36 shares; 2026Q2: 5 shares 5 $5.21K <0.01% -31 Timeline DLTR DOLLAR TREE INC More: the full row for DOLLAR TREE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 43 shares; 2026Q1: 43 shares; 2026Q2: 43 shares 43 $5.2K <0.01% 0 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,299 shares; 2024Q4: 1,195 shares; 2025Q1: 1,208 shares; 2025Q2: 1,206 shares; 2025Q3: 1,210 shares; 2025Q4: 1,195 shares; 2026Q1: 1,216 shares; 2026Q2: 72 shares 72 $5.17K <0.01% -1,144 Timeline BBVA BANCO BILBAO VIZCAYA ARGENTA More: the full row for BANCO BILBAO VIZCAYA ARGENTA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,196 shares; 2025Q1: 1,196 shares; 2025Q2: 1,231 shares; 2025Q3: 1,231 shares; 2025Q4: 1,550 shares; 2026Q1: 1,550 shares; 2026Q2: 206 shares 206 $5.16K <0.01% -1,344 Timeline SEIC SEI INVTS CO More: the full row for SEI INVTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 235 shares; 2024Q4: 251 shares; 2025Q1: 210 shares; 2025Q2: 457 shares; 2025Q3: 485 shares; 2025Q4: 503 shares; 2026Q1: 488 shares; 2026Q2: 58 shares 58 $5.09K <0.01% -430 Timeline CRON CRONOS GROUP INC More: the full row for CRONOS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,800 shares; 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 1,800 $5K <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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 27 shares; 2025Q3: 38 shares; 2025Q4: 48 shares; 2026Q1: 38 shares; 2026Q2: 32 shares 32 $4.95K <0.01% -6 Timeline GAP GAP INC More: the full row for GAP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,308 shares; 2024Q4: 2,349 shares; 2025Q1: 2,373 shares; 2025Q2: 2,436 shares; 2025Q3: 2,438 shares; 2025Q4: 2,438 shares; 2026Q1: 2,418 shares; 2026Q2: 265 shares 265 $4.95K <0.01% -2,153 Timeline BMO BANK OF MONTREAL More: the full row for BANK OF MONTREAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 87 shares; 2024Q4: 333 shares; 2025Q1: 344 shares; 2025Q2: 132 shares; 2025Q3: 180 shares; 2025Q4: 132 shares; 2026Q1: 132 shares; 2026Q2: 28 shares 28 $4.95K <0.01% -104 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; 2024Q3: 14 shares; 2024Q4: 11 shares; 2025Q1: 11 shares; 2025Q2: 11 shares; 2025Q3: 11 shares; 2025Q4: 11 shares; 2026Q1: 14 shares; 2026Q2: 36 shares 36 $4.93K <0.01% +22 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; 2024Q3: 166 shares; 2024Q4: 166 shares; 2025Q1: 166 shares; 2025Q2: 180 shares; 2025Q3: 180 shares; 2025Q4: 180 shares; 2026Q1: 180 shares; 2026Q2: 14 shares 14 $4.9K <0.01% -166 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; 2024Q3: 91 shares; 2024Q4: 91 shares; 2025Q1: 81 shares; 2025Q2: 123 shares; 2025Q3: 73 shares; 2025Q4: 73 shares; 2026Q1: 44 shares; 2026Q2: 40 shares 40 $4.78K <0.01% -4 Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12 shares; 2025Q3: 17 shares; 2025Q4: not reported; 2026Q1: 12 shares; 2026Q2: 20 shares 20 $4.78K <0.01% +8 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 670 shares; 2024Q4: 619 shares; 2025Q1: 615 shares; 2025Q2: 702 shares; 2025Q3: 689 shares; 2025Q4: 689 shares; 2026Q1: 695 shares; 2026Q2: 25 shares 25 $4.76K <0.01% -670 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 137 shares; 2024Q4: 105 shares; 2025Q1: 107 shares; 2025Q2: 168 shares; 2025Q3: 174 shares; 2025Q4: 92 shares; 2026Q1: 135 shares; 2026Q2: 28 shares 28 $4.76K <0.01% -107 Timeline CNC CENTENE CORP DEL More: the full row for CENTENE CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 133 shares; 2025Q3: 739 shares; 2025Q4: 619 shares; 2026Q1: 539 shares; 2026Q2: 74 shares 74 $4.75K <0.01% -465 Timeline ITT ITT INC More: the full row for ITT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 101 shares; 2025Q3: 68 shares; 2025Q4: 68 shares; 2026Q1: 68 shares; 2026Q2: 24 shares 24 $4.75K <0.01% -44 Timeline ADM ARCHER DANIELS MIDLAND CO More: the full row for ARCHER DANIELS MIDLAND CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 691 shares; 2024Q4: 693 shares; 2025Q1: 605 shares; 2025Q2: 605 shares; 2025Q3: 603 shares; 2025Q4: 628 shares; 2026Q1: 635 shares; 2026Q2: 62 shares 62 $4.74K <0.01% -573 Timeline ARGX ARGENX SE More: the full row for ARGENX SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5 shares; 2025Q3: 7 shares; 2025Q4: 7 shares; 2026Q1: 7 shares; 2026Q2: 5 shares 5 $4.64K <0.01% -2 Timeline