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: 54,964 shares; 2024Q4: 55,858 shares; 2025Q1: 56,005 shares; 2025Q2: 58,914 shares; 2025Q3: 59,341 shares; 2025Q4: 58,676 shares; 2026Q1: 56,677 shares; 2026Q2: 56,383 shares 56,383 $42.1M 12.55% -294 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: 72,392 shares; 2024Q4: 71,103 shares; 2025Q1: 70,686 shares; 2025Q2: 67,727 shares; 2025Q3: 68,162 shares; 2025Q4: 67,281 shares; 2026Q1: 64,704 shares; 2026Q2: 62,987 shares 62,987 $18.2M 5.43% -1,717 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: 90,201 shares; 2024Q4: 85,778 shares; 2025Q1: 90,506 shares; 2025Q2: 91,401 shares; 2025Q3: 90,075 shares; 2025Q4: 89,488 shares; 2026Q1: 87,737 shares; 2026Q2: 86,497 shares 86,497 $17.3M 5.16% -1,240 Timeline VTHR 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: 14,302 shares; 2024Q4: 18,286 shares; 2025Q1: 20,505 shares; 2025Q2: 24,674 shares; 2025Q3: 25,203 shares; 2025Q4: 29,028 shares; 2026Q1: 32,632 shares; 2026Q2: 36,106 shares 36,106 $12M 3.57% +3,474 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: 24,471 shares; 2024Q4: 24,335 shares; 2025Q1: 24,449 shares; 2025Q2: 24,526 shares; 2025Q3: 24,487 shares; 2025Q4: 24,414 shares; 2026Q1: 23,774 shares; 2026Q2: 24,183 shares 24,183 $9.02M 2.69% +409 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: 36,944 shares; 2024Q4: 36,730 shares; 2025Q1: 37,064 shares; 2025Q2: 37,474 shares; 2025Q3: 37,653 shares; 2025Q4: 37,800 shares; 2026Q1: 37,117 shares; 2026Q2: 36,945 shares 36,945 $8.81M 2.62% -172 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: 8,235 shares; 2024Q4: 8,087 shares; 2025Q1: 7,953 shares; 2025Q2: 7,912 shares; 2025Q3: 7,897 shares; 2025Q4: 7,829 shares; 2026Q1: 7,556 shares; 2026Q2: 6,992 shares 6,992 $7.45M 2.22% -564 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,770 shares; 2024Q4: 10,817 shares; 2025Q1: 10,744 shares; 2025Q2: 10,380 shares; 2025Q3: 10,468 shares; 2025Q4: 10,308 shares; 2026Q1: 9,587 shares; 2026Q2: 9,471 shares 9,471 $6.66M 1.98% -116 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: 22,714 shares; 2024Q4: 22,398 shares; 2025Q1: 22,267 shares; 2025Q2: 22,170 shares; 2025Q3: 22,036 shares; 2025Q4: 21,741 shares; 2026Q1: 20,141 shares; 2026Q2: 19,892 shares 19,892 $6.51M 1.94% -249 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: 7,829 shares; 2024Q4: 8,652 shares; 2025Q1: 9,502 shares; 2025Q2: 10,136 shares; 2025Q3: 10,686 shares; 2025Q4: 11,699 shares; 2026Q1: 11,450 shares; 2026Q2: 46,168 shares 46,168 $5.73M 1.71% +34,718 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: 55,942 shares; 2024Q4: 100,915 shares; 2025Q1: 111,414 shares; 2025Q2: 120,993 shares; 2025Q3: 134,583 shares; 2025Q4: 155,301 shares; 2026Q1: 244,444 shares; 2026Q2: 259,253 shares 259,253 $5.4M 1.61% +14,809 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: 8,369 shares; 2024Q4: 8,389 shares; 2025Q1: 8,364 shares; 2025Q2: 8,219 shares; 2025Q3: 8,238 shares; 2025Q4: 8,246 shares; 2026Q1: 7,581 shares; 2026Q2: 7,403 shares 7,403 $5.35M 1.59% -178 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: 24,795 shares; 2024Q4: 23,862 shares; 2025Q1: 23,443 shares; 2025Q2: 22,554 shares; 2025Q3: 22,310 shares; 2025Q4: 21,853 shares; 2026Q1: 19,948 shares; 2026Q2: 19,692 shares 19,692 $5M 1.49% -256 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: 36,066 shares; 2024Q4: 35,823 shares; 2025Q1: 35,639 shares; 2025Q2: 34,581 shares; 2025Q3: 34,169 shares; 2025Q4: 33,033 shares; 2026Q1: 32,074 shares; 2026Q2: 31,686 shares 31,686 $4.7M 1.4% -388 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: 33,616 shares; 2024Q4: 31,682 shares; 2025Q1: 31,682 shares; 2025Q2: 34,745 shares; 2025Q3: 34,098 shares; 2025Q4: 34,098 shares; 2026Q1: 34,223 shares; 2026Q2: 45,497 shares 45,497 $4.5M 1.34% +11,274 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: 4,682 shares; 2024Q4: 4,624 shares; 2025Q1: 4,504 shares; 2025Q2: 3,770 shares; 2025Q3: 4,064 shares; 2025Q4: 3,915 shares; 2026Q1: 3,757 shares; 2026Q2: 3,642 shares 3,642 $4.37M 1.3% -115 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: 9,154 shares; 2024Q4: 9,119 shares; 2025Q1: 9,048 shares; 2025Q2: 9,975 shares; 2025Q3: 10,066 shares; 2025Q4: 9,746 shares; 2026Q1: 8,727 shares; 2026Q2: 8,697 shares 8,697 $4.35M 1.3% -30 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 38,044 shares; 2024Q4: 36,419 shares; 2025Q1: 32,592 shares; 2025Q2: 30,579 shares; 2025Q3: 30,579 shares; 2025Q4: 28,423 shares; 2026Q1: 27,598 shares; 2026Q2: 38,511 shares 38,511 $4.21M 1.26% +10,913 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: 40,752 shares; 2024Q4: 78,938 shares; 2025Q1: 91,498 shares; 2025Q2: 105,363 shares; 2025Q3: 115,681 shares; 2025Q4: 132,826 shares; 2026Q1: 163,854 shares; 2026Q2: 173,088 shares 173,088 $3.77M 1.12% +9,234 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: 29,901 shares; 2024Q4: 29,500 shares; 2025Q1: 28,776 shares; 2025Q2: 27,734 shares; 2025Q3: 27,803 shares; 2025Q4: 27,153 shares; 2026Q1: 26,210 shares; 2026Q2: 25,627 shares 25,627 $3.76M 1.12% -583 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: 42,731 shares; 2024Q4: 84,629 shares; 2025Q1: 92,903 shares; 2025Q2: 99,104 shares; 2025Q3: 110,776 shares; 2025Q4: 122,958 shares; 2026Q1: 151,872 shares; 2026Q2: 158,394 shares 158,394 $3.67M 1.09% +6,522 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,013 shares; 2024Q4: 10,022 shares; 2025Q1: 9,979 shares; 2025Q2: 9,945 shares; 2025Q3: 9,507 shares; 2025Q4: 19,122 shares; 2026Q1: 18,451 shares; 2026Q2: 18,260 shares 18,260 $3.48M 1.04% -191 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: 10,692 shares; 2024Q4: 31,053 shares; 2025Q1: 48,007 shares; 2025Q2: 55,257 shares; 2025Q3: 64,428 shares; 2025Q4: 79,150 shares; 2026Q1: 130,102 shares; 2026Q2: 138,162 shares 138,162 $3.48M 1.04% +8,060 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: 16,240 shares; 2024Q4: 16,177 shares; 2025Q1: 15,937 shares; 2025Q2: 15,936 shares; 2025Q3: 14,572 shares; 2025Q4: 14,227 shares; 2026Q1: 13,937 shares; 2026Q2: 13,727 shares 13,727 $3.45M 1.03% -210 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: 4,397 shares; 2024Q4: 4,779 shares; 2025Q1: 6,125 shares; 2025Q2: 6,305 shares; 2025Q3: 6,313 shares; 2025Q4: 6,388 shares; 2026Q1: 6,533 shares; 2026Q2: 39,642 shares 39,642 $3.41M 1.02% +33,109 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: 6,149 shares; 2024Q4: 6,228 shares; 2025Q1: 6,541 shares; 2025Q2: 6,527 shares; 2025Q3: 6,524 shares; 2025Q4: 6,503 shares; 2026Q1: 5,940 shares; 2026Q2: 5,745 shares 5,745 $3.34M 0.99% -195 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: 7,077 shares; 2024Q4: 20,077 shares; 2025Q1: 32,749 shares; 2025Q2: 42,027 shares; 2025Q3: 51,765 shares; 2025Q4: 59,751 shares; 2026Q1: 118,919 shares; 2026Q2: 128,140 shares 128,140 $3.3M 0.98% +9,221 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: 5,228 shares; 2024Q4: 5,223 shares; 2025Q1: 5,328 shares; 2025Q2: 5,632 shares; 2025Q3: 5,851 shares; 2025Q4: 5,936 shares; 2026Q1: 5,571 shares; 2026Q2: 5,743 shares 5,743 $3.23M 0.96% +172 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: 9,977 shares; 2024Q4: 9,963 shares; 2025Q1: 9,620 shares; 2025Q2: 9,545 shares; 2025Q3: 9,481 shares; 2025Q4: 9,394 shares; 2026Q1: 9,190 shares; 2026Q2: 8,949 shares 8,949 $3.16M 0.94% -241 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: 34,308 shares; 2024Q4: 76,136 shares; 2025Q1: 84,460 shares; 2025Q2: 91,704 shares; 2025Q3: 96,191 shares; 2025Q4: 102,725 shares; 2026Q1: 121,416 shares; 2026Q2: 123,112 shares 123,112 $3.11M 0.93% +1,696 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: 34,788 shares; 2024Q4: 34,415 shares; 2025Q1: 33,154 shares; 2025Q2: 32,019 shares; 2025Q3: 31,765 shares; 2025Q4: 31,216 shares; 2026Q1: 29,205 shares; 2026Q2: 26,297 shares 26,297 $3.09M 0.92% -2,908 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: 25,209 shares; 2024Q4: 24,814 shares; 2025Q1: 23,714 shares; 2025Q2: 23,607 shares; 2025Q3: 23,861 shares; 2025Q4: 23,705 shares; 2026Q1: 22,981 shares; 2026Q2: 22,406 shares 22,406 $3.06M 0.91% -575 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: 5,580 shares; 2024Q4: 5,910 shares; 2025Q1: 5,972 shares; 2025Q2: 6,142 shares; 2025Q3: 8,034 shares; 2025Q4: 8,164 shares; 2026Q1: 8,257 shares; 2026Q2: 8,251 shares 8,251 $3.05M 0.91% -6 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,566 shares; 2024Q4: 3,873 shares; 2025Q1: 4,053 shares; 2025Q2: 4,066 shares; 2025Q3: 4,052 shares; 2025Q4: 4,198 shares; 2026Q1: 4,237 shares; 2026Q2: 4,126 shares 4,126 $2.71M 0.81% -111 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: 47,517 shares; 2024Q4: 32,725 shares; 2025Q1: 26,463 shares; 2025Q2: 21,051 shares; 2025Q3: 20,664 shares; 2025Q4: 20,267 shares; 2026Q1: 19,482 shares; 2026Q2: 19,267 shares 19,267 $2.69M 0.8% -215 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: 12,061 shares; 2024Q4: 11,866 shares; 2025Q1: 11,765 shares; 2025Q2: 11,333 shares; 2025Q3: 11,329 shares; 2025Q4: 11,222 shares; 2026Q1: 10,593 shares; 2026Q2: 9,713 shares 9,713 $2.63M 0.78% -880 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: 24,656 shares; 2024Q4: 24,645 shares; 2025Q1: 24,624 shares; 2025Q2: 24,467 shares; 2025Q3: 24,361 shares; 2025Q4: 24,188 shares; 2026Q1: 22,820 shares; 2026Q2: 22,429 shares 22,429 $2.54M 0.76% -391 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: 15,405 shares; 2024Q4: 15,349 shares; 2025Q1: 14,956 shares; 2025Q2: 16,097 shares; 2025Q3: 16,025 shares; 2025Q4: 15,729 shares; 2026Q1: 14,959 shares; 2026Q2: 14,907 shares 14,907 $2.47M 0.74% -52 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: 5,452 shares; 2025Q3: 20,372 shares; 2025Q4: 30,605 shares; 2026Q1: 82,036 shares; 2026Q2: 92,232 shares 92,232 $2.36M 0.7% +10,196 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: 8,490 shares; 2024Q4: 8,364 shares; 2025Q1: 8,354 shares; 2025Q2: 8,426 shares; 2025Q3: 8,424 shares; 2025Q4: 8,371 shares; 2026Q1: 8,282 shares; 2026Q2: 8,214 shares 8,214 $2.31M 0.69% -68 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: 31,114 shares; 2024Q4: 31,042 shares; 2025Q1: 30,428 shares; 2025Q2: 30,131 shares; 2025Q3: 29,884 shares; 2025Q4: 29,755 shares; 2026Q1: 28,386 shares; 2026Q2: 27,556 shares 27,556 $2.24M 0.67% -830 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: 21,310 shares; 2024Q4: 20,711 shares; 2025Q1: 20,333 shares; 2025Q2: 19,163 shares; 2025Q3: 18,576 shares; 2025Q4: 17,651 shares; 2026Q1: 16,988 shares; 2026Q2: 16,382 shares 16,382 $2.22M 0.66% -606 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: 4,697 shares; 2024Q4: 4,718 shares; 2025Q1: 4,893 shares; 2025Q2: 5,085 shares; 2025Q3: 4,984 shares; 2025Q4: 4,886 shares; 2026Q1: 4,752 shares; 2026Q2: 4,887 shares 4,887 $2.06M 0.61% +135 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: 10,781 shares; 2024Q4: 10,726 shares; 2025Q1: 10,624 shares; 2025Q2: 9,637 shares; 2025Q3: 9,610 shares; 2025Q4: 9,420 shares; 2026Q1: 9,305 shares; 2026Q2: 9,170 shares 9,170 $2.04M 0.61% -135 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,460 shares; 2024Q4: 5,385 shares; 2025Q1: 5,385 shares; 2025Q2: 5,545 shares; 2025Q3: 5,545 shares; 2025Q4: 5,545 shares; 2026Q1: 5,545 shares; 2026Q2: 5,545 shares 5,545 $2.03M 0.6% 0 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,763 shares; 2024Q4: 8,763 shares; 2025Q1: 9,022 shares; 2025Q2: 8,398 shares; 2025Q3: 8,398 shares; 2025Q4: 19,259 shares; 2026Q1: 26,429 shares; 2026Q2: 27,975 shares 27,975 $1.99M 0.59% +1,546 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,954 shares; 2024Q4: 5,952 shares; 2025Q1: 5,811 shares; 2025Q2: 5,315 shares; 2025Q3: 4,723 shares; 2025Q4: 4,688 shares; 2026Q1: 3,869 shares; 2026Q2: 3,840 shares 3,840 $1.96M 0.58% -29 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: 6,038 shares; 2024Q4: 6,038 shares; 2025Q1: 6,038 shares; 2025Q2: 6,038 shares; 2025Q3: 6,038 shares; 2025Q4: 6,038 shares; 2026Q1: 6,038 shares; 2026Q2: 24,150 shares 24,150 $1.95M 0.58% +18,112 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: 27,609 shares; 2024Q4: 27,145 shares; 2025Q1: 26,558 shares; 2025Q2: 25,314 shares; 2025Q3: 24,985 shares; 2025Q4: 24,595 shares; 2026Q1: 22,685 shares; 2026Q2: 21,901 shares 21,901 $1.92M 0.57% -784 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: 10,189 shares; 2024Q4: 10,172 shares; 2025Q1: 10,092 shares; 2025Q2: 9,604 shares; 2025Q3: 9,524 shares; 2025Q4: 9,291 shares; 2026Q1: 8,629 shares; 2026Q2: 8,563 shares 8,563 $1.58M 0.47% -66 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: 997 shares; 2024Q4: 979 shares; 2025Q1: 1,019 shares; 2025Q2: 1,397 shares; 2025Q3: 1,468 shares; 2025Q4: 1,472 shares; 2026Q1: 1,325 shares; 2026Q2: 1,333 shares 1,333 $1.57M 0.47% +8 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: not reported; 2026Q2: 22,896 shares 22,896 $1.56M 0.46% new Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,025 shares; 2024Q4: 9,923 shares; 2025Q1: 9,872 shares; 2025Q2: 9,433 shares; 2025Q3: 9,382 shares; 2025Q4: 9,211 shares; 2026Q1: 8,660 shares; 2026Q2: 8,577 shares 8,577 $1.45M 0.43% -83 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: 1,597 shares; 2024Q4: 1,560 shares; 2025Q1: 1,545 shares; 2025Q2: 1,512 shares; 2025Q3: 1,513 shares; 2025Q4: 1,476 shares; 2026Q1: 1,451 shares; 2026Q2: 1,431 shares 1,431 $1.34M 0.4% -20 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: 4,687 shares; 2024Q4: 4,817 shares; 2025Q1: 4,901 shares; 2025Q2: 4,901 shares; 2025Q3: 4,887 shares; 2025Q4: 5,437 shares; 2026Q1: 5,368 shares; 2026Q2: 5,362 shares 5,362 $1.3M 0.39% -6 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: 5,007 shares; 2024Q4: 4,946 shares; 2025Q1: 4,968 shares; 2025Q2: 4,877 shares; 2025Q3: 4,856 shares; 2025Q4: 4,731 shares; 2026Q1: 3,618 shares; 2026Q2: 3,530 shares 3,530 $1.21M 0.36% -88 Timeline BBUS J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 516 shares; 2025Q1: 2,342 shares; 2025Q2: 2,935 shares; 2025Q3: 4,615 shares; 2025Q4: 6,425 shares; 2026Q1: 7,706 shares; 2026Q2: 8,465 shares 8,465 $1.14M 0.34% +759 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: 26,927 shares; 2024Q4: 26,148 shares; 2025Q1: 25,592 shares; 2025Q2: 23,702 shares; 2025Q3: 23,368 shares; 2025Q4: 23,165 shares; 2026Q1: 20,061 shares; 2026Q2: 19,711 shares 19,711 $1.14M 0.34% -350 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: 5,421 shares; 2024Q4: 5,421 shares; 2025Q1: 5,315 shares; 2025Q2: 5,911 shares; 2025Q3: 5,870 shares; 2025Q4: 5,845 shares; 2026Q1: 5,519 shares; 2026Q2: 5,429 shares 5,429 $1.13M 0.34% -90 Timeline SPMO 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: not reported; 2025Q3: 1,628 shares; 2025Q4: 3,969 shares; 2026Q1: 5,996 shares; 2026Q2: 7,024 shares 7,024 $1.13M 0.34% +1,028 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: 26,185 shares; 2024Q4: 33,997 shares; 2025Q1: 36,630 shares; 2025Q2: 39,624 shares; 2025Q3: 41,354 shares; 2025Q4: 44,479 shares; 2026Q1: 46,823 shares; 2026Q2: 46,837 shares 46,837 $1.13M 0.34% +14 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: 10,891 shares; 2024Q4: 10,775 shares; 2025Q1: 10,240 shares; 2025Q2: 9,828 shares; 2025Q3: 9,610 shares; 2025Q4: 9,014 shares; 2026Q1: 8,819 shares; 2026Q2: 8,753 shares 8,753 $1.12M 0.34% -66 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: 8,636 shares; 2024Q4: 8,662 shares; 2025Q1: 8,442 shares; 2025Q2: 8,179 shares; 2025Q3: 8,170 shares; 2025Q4: 8,096 shares; 2026Q1: 7,789 shares; 2026Q2: 7,542 shares 7,542 $1.11M 0.33% -247 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,045 shares; 2024Q4: 15,970 shares; 2025Q1: 15,150 shares; 2025Q2: 14,156 shares; 2025Q3: 13,968 shares; 2025Q4: 13,648 shares; 2026Q1: 11,519 shares; 2026Q2: 11,470 shares 11,470 $1.1M 0.33% -49 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: 5,207 shares; 2024Q4: 5,207 shares; 2025Q1: 4,910 shares; 2025Q2: 4,811 shares; 2025Q3: 4,785 shares; 2025Q4: 4,784 shares; 2026Q1: 4,261 shares; 2026Q2: 4,136 shares 4,136 $1.08M 0.32% -125 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: 4,082 shares; 2024Q4: 4,073 shares; 2025Q1: 4,032 shares; 2025Q2: 4,026 shares; 2025Q3: 4,073 shares; 2025Q4: 3,552 shares; 2026Q1: 3,403 shares; 2026Q2: 3,268 shares 3,268 $1.03M 0.31% -135 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: 8,685 shares; 2024Q4: 8,628 shares; 2025Q1: 8,482 shares; 2025Q2: 8,349 shares; 2025Q3: 8,131 shares; 2025Q4: 8,077 shares; 2026Q1: 7,592 shares; 2026Q2: 7,216 shares 7,216 $1.01M 0.3% -376 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: 2,895 shares; 2024Q4: 2,895 shares; 2025Q1: 2,895 shares; 2025Q2: 3,895 shares; 2025Q3: 3,887 shares; 2025Q4: 3,887 shares; 2026Q1: 3,887 shares; 2026Q2: 3,884 shares 3,884 $992K 0.3% -3 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: 3,001 shares; 2024Q4: 2,992 shares; 2025Q1: 2,829 shares; 2025Q2: 2,797 shares; 2025Q3: 2,785 shares; 2025Q4: 2,779 shares; 2026Q1: 2,646 shares; 2026Q2: 2,649 shares 2,649 $938K 0.28% +3 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: 2,890 shares; 2024Q4: 2,978 shares; 2025Q1: 2,916 shares; 2025Q2: 2,874 shares; 2025Q3: 2,641 shares; 2025Q4: 2,531 shares; 2026Q1: 2,524 shares; 2026Q2: 2,529 shares 2,529 $916K 0.27% +5 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: 13,499 shares; 2024Q4: 13,292 shares; 2025Q1: 12,804 shares; 2025Q2: 12,681 shares; 2025Q3: 12,258 shares; 2025Q4: 11,945 shares; 2026Q1: 10,654 shares; 2026Q2: 9,915 shares 9,915 $909K 0.27% -739 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: 28,188 shares; 2024Q4: 24,244 shares; 2025Q1: 23,693 shares; 2025Q2: 24,461 shares; 2025Q3: 23,659 shares; 2025Q4: 23,285 shares; 2026Q1: 22,029 shares; 2026Q2: 21,332 shares 21,332 $903K 0.27% -697 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: 11,974 shares; 2024Q4: 13,227 shares; 2025Q1: 13,559 shares; 2025Q2: 14,917 shares; 2025Q3: 16,169 shares; 2025Q4: 10,143 shares; 2026Q1: 9,038 shares; 2026Q2: 8,656 shares 8,656 $899K 0.27% -382 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: 907 shares; 2024Q4: 909 shares; 2025Q1: 926 shares; 2025Q2: 957 shares; 2025Q3: 1,104 shares; 2025Q4: 11,677 shares; 2026Q1: 10,202 shares; 2026Q2: 12,460 shares 12,460 $890K 0.27% +2,258 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: 1,443 shares; 2024Q4: 1,432 shares; 2025Q1: 1,374 shares; 2025Q2: 1,339 shares; 2025Q3: 1,339 shares; 2025Q4: 1,339 shares; 2026Q1: 1,336 shares; 2026Q2: 1,358 shares 1,358 $861K 0.26% +22 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: 584 shares; 2024Q4: 922 shares; 2025Q1: 1,198 shares; 2025Q2: 1,210 shares; 2025Q3: 1,946 shares; 2025Q4: 2,416 shares; 2026Q1: 2,701 shares; 2026Q2: 2,811 shares 2,811 $852K 0.25% +110 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: 1,312 shares; 2025Q1: 1,331 shares; 2025Q2: 1,327 shares; 2025Q3: 1,323 shares; 2025Q4: 1,309 shares; 2026Q1: 882 shares; 2026Q2: 886 shares 886 $852K 0.25% +4 Timeline FTEC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,980 shares; 2024Q4: 2,980 shares; 2025Q1: 2,980 shares; 2025Q2: 2,980 shares; 2025Q3: 2,980 shares; 2025Q4: 2,980 shares; 2026Q1: 2,980 shares; 2026Q2: 2,980 shares 2,980 $851K 0.25% 0 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,555 shares; 2024Q4: 4,525 shares; 2025Q1: 4,173 shares; 2025Q2: 4,063 shares; 2025Q3: 4,977 shares; 2025Q4: 4,990 shares; 2026Q1: 4,786 shares; 2026Q2: 6,720 shares 6,720 $851K 0.25% +1,934 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: 15,940 shares; 2024Q4: 15,934 shares; 2025Q1: 15,712 shares; 2025Q2: 15,526 shares; 2025Q3: 9,945 shares; 2025Q4: 9,739 shares; 2026Q1: 9,388 shares; 2026Q2: 9,362 shares 9,362 $792K 0.24% -26 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: 22,625 shares; 2024Q4: 24,118 shares; 2025Q1: 26,084 shares; 2025Q2: 29,760 shares; 2025Q3: 31,162 shares; 2025Q4: 33,145 shares; 2026Q1: 32,799 shares; 2026Q2: 31,810 shares 31,810 $770K 0.23% -989 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: 8,561 shares; 2024Q4: 8,546 shares; 2025Q1: 8,463 shares; 2025Q2: 8,409 shares; 2025Q3: 9,137 shares; 2025Q4: 9,007 shares; 2026Q1: 8,558 shares; 2026Q2: 8,136 shares 8,136 $738K 0.22% -422 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: 3,853 shares; 2024Q4: 3,755 shares; 2025Q1: 3,605 shares; 2025Q2: 3,524 shares; 2025Q3: 3,522 shares; 2025Q4: 3,433 shares; 2026Q1: 3,253 shares; 2026Q2: 3,252 shares 3,252 $728K 0.22% -1 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,691 shares; 2024Q4: 11,270 shares; 2025Q1: 11,280 shares; 2025Q2: 10,733 shares; 2025Q3: 10,466 shares; 2025Q4: 10,123 shares; 2026Q1: 7,943 shares; 2026Q2: 7,559 shares 7,559 $728K 0.22% -384 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: 1,306 shares; 2024Q4: 1,349 shares; 2025Q1: 1,346 shares; 2025Q2: 2,031 shares; 2025Q3: 2,152 shares; 2025Q4: 2,118 shares; 2026Q1: 1,899 shares; 2026Q2: 1,902 shares 1,902 $701K 0.21% +3 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,835 shares; 2024Q4: 7,821 shares; 2025Q1: 7,829 shares; 2025Q2: 7,412 shares; 2025Q3: 7,190 shares; 2025Q4: 14,244 shares; 2026Q1: 13,635 shares; 2026Q2: 13,140 shares 13,140 $698K 0.21% -495 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: 10,892 shares; 2024Q4: 11,198 shares; 2025Q1: 11,185 shares; 2025Q2: 11,015 shares; 2025Q3: 10,823 shares; 2025Q4: 10,823 shares; 2026Q1: 9,348 shares; 2026Q2: 9,031 shares 9,031 $696K 0.21% -317 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,889 shares; 2024Q4: 10,889 shares; 2025Q1: 10,163 shares; 2025Q2: 10,032 shares; 2025Q3: 9,849 shares; 2025Q4: 9,775 shares; 2026Q1: 9,335 shares; 2026Q2: 9,344 shares 9,344 $695K 0.21% +9 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: 15,180 shares; 2024Q4: 15,455 shares; 2025Q1: 15,654 shares; 2025Q2: 15,506 shares; 2025Q3: 14,817 shares; 2025Q4: 14,002 shares; 2026Q1: 13,396 shares; 2026Q2: 12,884 shares 12,884 $691K 0.21% -512 Timeline XLC 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: 7,112 shares; 2024Q4: 7,163 shares; 2025Q1: 7,274 shares; 2025Q2: 7,243 shares; 2025Q3: 6,839 shares; 2025Q4: 6,850 shares; 2026Q1: 6,635 shares; 2026Q2: 6,422 shares 6,422 $688K 0.2% -213 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: 12,947 shares; 2024Q4: 12,947 shares; 2025Q1: 12,942 shares; 2025Q2: 12,640 shares; 2025Q3: 13,000 shares; 2025Q4: 12,965 shares; 2026Q1: 12,204 shares; 2026Q2: 11,921 shares 11,921 $679K 0.2% -283 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: 4,535 shares; 2024Q4: 4,375 shares; 2025Q1: 4,220 shares; 2025Q2: 4,194 shares; 2025Q3: 4,694 shares; 2025Q4: 4,694 shares; 2026Q1: 4,653 shares; 2026Q2: 4,503 shares 4,503 $645K 0.19% -150 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: 2,148 shares; 2024Q4: 2,119 shares; 2025Q1: 2,148 shares; 2025Q2: 2,134 shares; 2025Q3: 2,037 shares; 2025Q4: 1,972 shares; 2026Q1: 1,951 shares; 2026Q2: 1,870 shares 1,870 $633K 0.19% -81 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,115 shares; 2024Q4: 27,087 shares; 2025Q1: 26,956 shares; 2025Q2: 21,486 shares; 2025Q3: 12,257 shares; 2025Q4: 11,953 shares; 2026Q1: 11,890 shares; 2026Q2: 11,848 shares 11,848 $563K 0.17% -42 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: 53,992 shares; 2024Q4: 41,805 shares; 2025Q1: 37,716 shares; 2025Q2: 33,143 shares; 2025Q3: 28,978 shares; 2025Q4: 27,252 shares; 2026Q1: 25,833 shares; 2026Q2: 23,149 shares 23,149 $557K 0.17% -2,684 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: 11,272 shares; 2024Q4: 9,778 shares; 2025Q1: 9,041 shares; 2025Q2: 8,722 shares; 2025Q3: 5,705 shares; 2025Q4: 5,596 shares; 2026Q1: 5,309 shares; 2026Q2: 5,269 shares 5,269 $545K 0.16% -40 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: 2,946 shares; 2024Q4: 2,946 shares; 2025Q1: 2,833 shares; 2025Q2: 2,769 shares; 2025Q3: 2,699 shares; 2025Q4: 2,699 shares; 2026Q1: 2,643 shares; 2026Q2: 2,403 shares 2,403 $530K 0.16% -240 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: 3,555 shares; 2024Q4: 3,254 shares; 2025Q1: 3,110 shares; 2025Q2: 3,051 shares; 2025Q3: 2,988 shares; 2025Q4: 2,966 shares; 2026Q1: 3,032 shares; 2026Q2: 2,963 shares 2,963 $480K 0.14% -69 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: 28,997 shares; 2024Q4: 24,991 shares; 2025Q1: 24,338 shares; 2025Q2: 22,586 shares; 2025Q3: 23,230 shares; 2025Q4: 22,302 shares; 2026Q1: 23,544 shares; 2026Q2: 23,161 shares 23,161 $479K 0.14% -383 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: 4,789 shares; 2024Q4: 4,766 shares; 2025Q1: 4,922 shares; 2025Q2: 4,047 shares; 2025Q3: 3,590 shares; 2025Q4: 3,531 shares; 2026Q1: 3,177 shares; 2026Q2: 2,987 shares 2,987 $474K 0.14% -190 Timeline AIQ 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: 7,205 shares; 2024Q4: 7,189 shares; 2025Q1: 7,022 shares; 2025Q2: 7,022 shares; 2025Q3: 7,022 shares; 2025Q4: 7,051 shares; 2026Q1: 7,053 shares; 2026Q2: 6,996 shares 6,996 $459K 0.14% -57 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: 3,843 shares; 2024Q4: 3,562 shares; 2025Q1: 3,562 shares; 2025Q2: 3,562 shares; 2025Q3: 3,562 shares; 2025Q4: 3,562 shares; 2026Q1: 3,562 shares; 2026Q2: 3,562 shares 3,562 $433K 0.13% 0 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,215 shares; 2024Q4: 2,215 shares; 2025Q1: 2,215 shares; 2025Q2: 2,415 shares; 2025Q3: 2,454 shares; 2025Q4: 2,453 shares; 2026Q1: 2,418 shares; 2026Q2: 2,357 shares 2,357 $426K 0.13% -61 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: 4,211 shares; 2024Q4: 4,201 shares; 2025Q1: 4,105 shares; 2025Q2: 4,051 shares; 2025Q3: 3,909 shares; 2025Q4: 3,907 shares; 2026Q1: 2,465 shares; 2026Q2: 2,195 shares 2,195 $418K 0.12% -270 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: 658 shares; 2024Q4: 652 shares; 2025Q1: 567 shares; 2025Q2: 564 shares; 2025Q3: 562 shares; 2025Q4: 537 shares; 2026Q1: 562 shares; 2026Q2: 562 shares 562 $401K 0.12% 0 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: 1,448 shares; 2024Q4: 1,437 shares; 2025Q1: 1,437 shares; 2025Q2: 1,349 shares; 2025Q3: 1,347 shares; 2025Q4: 1,312 shares; 2026Q1: 1,304 shares; 2026Q2: 1,289 shares 1,289 $387K 0.12% -15 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,881 shares; 2024Q4: 3,875 shares; 2025Q1: 3,875 shares; 2025Q2: 5,275 shares; 2025Q3: 5,275 shares; 2025Q4: 5,275 shares; 2026Q1: 5,275 shares; 2026Q2: 5,275 shares 5,275 $387K 0.12% 0 Timeline HTGC HERCULES CAPITAL INC More: the full row for HERCULES CAPITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 24,000 shares; 2026Q2: 24,000 shares 24,000 $378K 0.11% 0 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 648 shares; 2024Q4: 665 shares; 2025Q1: 718 shares; 2025Q2: 712 shares; 2025Q3: 693 shares; 2025Q4: 724 shares; 2026Q1: 747 shares; 2026Q2: 700 shares 700 $360K 0.11% -47 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: 3,659 shares; 2024Q4: 3,659 shares; 2025Q1: 3,659 shares; 2025Q2: 2,505 shares; 2025Q3: 3,022 shares; 2025Q4: 2,899 shares; 2026Q1: 3,116 shares; 2026Q2: 3,075 shares 3,075 $339K 0.1% -41 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: 2,338 shares; 2024Q4: 2,294 shares; 2025Q1: 2,412 shares; 2025Q2: 2,375 shares; 2025Q3: 2,158 shares; 2025Q4: 1,892 shares; 2026Q1: 1,887 shares; 2026Q2: 1,822 shares 1,822 $337K 0.1% -65 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 848 shares; 2024Q4: 825 shares; 2025Q1: 782 shares; 2025Q2: 762 shares; 2025Q3: 1,139 shares; 2025Q4: 1,139 shares; 2026Q1: 1,082 shares; 2026Q2: 1,066 shares 1,066 $334K 0.1% -16 Timeline DAR DARLING INGREDIENTS INC More: the full row for DARLING INGREDIENTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,100 shares; 2024Q4: 6,100 shares; 2025Q1: 6,100 shares; 2025Q2: 6,100 shares; 2025Q3: 6,100 shares; 2025Q4: 6,100 shares; 2026Q1: 6,100 shares; 2026Q2: 6,100 shares 6,100 $333K 0.1% 0 Timeline EME EMCOR GROUP INC More: the full row for EMCOR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 400 shares; 2024Q4: 420 shares; 2025Q1: 420 shares; 2025Q2: 400 shares; 2025Q3: 400 shares; 2025Q4: 400 shares; 2026Q1: 400 shares; 2026Q2: 400 shares 400 $332K 0.1% 0 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: 505 shares; 2024Q4: 505 shares; 2025Q1: 1,010 shares; 2025Q2: 980 shares; 2025Q3: 987 shares; 2025Q4: 979 shares; 2026Q1: 959 shares; 2026Q2: 938 shares 938 $320K 0.1% -21 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: 4,960 shares; 2024Q4: 4,398 shares; 2025Q1: 4,412 shares; 2025Q2: 3,772 shares; 2025Q3: 3,474 shares; 2025Q4: 2,679 shares; 2026Q1: 2,521 shares; 2026Q2: 2,396 shares 2,396 $313K 0.09% -125 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: 435 shares; 2024Q4: 435 shares; 2025Q1: 435 shares; 2025Q2: 435 shares; 2025Q3: 435 shares; 2025Q4: 430 shares; 2026Q1: 425 shares; 2026Q2: 425 shares 425 $306K 0.09% 0 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,452 shares; 2024Q4: 3,452 shares; 2025Q1: 3,452 shares; 2025Q2: 3,324 shares; 2025Q3: 3,221 shares; 2025Q4: 3,094 shares; 2026Q1: 3,094 shares; 2026Q2: 2,969 shares 2,969 $303K 0.09% -125 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: 2,582 shares; 2024Q4: 2,434 shares; 2025Q1: 2,339 shares; 2025Q2: 2,203 shares; 2025Q3: 2,129 shares; 2025Q4: 1,987 shares; 2026Q1: 2,016 shares; 2026Q2: 1,838 shares 1,838 $301K 0.09% -178 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 700 shares; 2024Q4: 650 shares; 2025Q1: 650 shares; 2025Q2: 674 shares; 2025Q3: 674 shares; 2025Q4: 670 shares; 2026Q1: 600 shares; 2026Q2: 588 shares 588 $299K 0.09% -12 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,010 shares; 2024Q4: 3,004 shares; 2025Q1: 3,004 shares; 2025Q2: 2,800 shares; 2025Q3: 2,800 shares; 2025Q4: 2,679 shares; 2026Q1: 2,570 shares; 2026Q2: 2,380 shares 2,380 $296K 0.09% -190 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,810 shares; 2024Q4: 4,166 shares; 2025Q1: 4,149 shares; 2025Q2: 5,313 shares; 2025Q3: 5,318 shares; 2025Q4: 5,217 shares; 2026Q1: 5,248 shares; 2026Q2: 5,248 shares 5,248 $281K 0.08% 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: 1,244 shares 1,244 $279K 0.08% new Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,981 shares; 2024Q4: 3,002 shares; 2025Q1: 2,947 shares; 2025Q2: 2,922 shares; 2025Q3: 2,900 shares; 2025Q4: 2,675 shares; 2026Q1: 2,702 shares; 2026Q2: 2,674 shares 2,674 $278K 0.08% -28 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: 1,365 shares; 2024Q4: 1,349 shares; 2025Q1: 1,349 shares; 2025Q2: 1,013 shares; 2025Q3: 1,013 shares; 2025Q4: 1,013 shares; 2026Q1: 742 shares; 2026Q2: 697 shares 697 $275K 0.08% -45 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: 5,074 shares; 2024Q4: 5,639 shares; 2025Q1: 5,719 shares; 2025Q2: 5,130 shares; 2025Q3: 5,130 shares; 2025Q4: 5,099 shares; 2026Q1: 4,809 shares; 2026Q2: 4,559 shares 4,559 $272K 0.08% -250 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: 3,523 shares; 2024Q4: 3,649 shares; 2025Q1: 3,469 shares; 2025Q2: 2,837 shares; 2025Q3: 2,759 shares; 2025Q4: 2,680 shares; 2026Q1: 2,691 shares; 2026Q2: 2,510 shares 2,510 $271K 0.08% -181 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,011 shares; 2024Q4: 7,060 shares; 2025Q1: 7,060 shares; 2025Q2: 7,373 shares; 2025Q3: 7,354 shares; 2025Q4: 7,354 shares; 2026Q1: 7,354 shares; 2026Q2: 7,354 shares 7,354 $270K 0.08% 0 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: 402 shares; 2024Q4: 427 shares; 2025Q1: 427 shares; 2025Q2: 498 shares; 2025Q3: 520 shares; 2025Q4: 566 shares; 2026Q1: 558 shares; 2026Q2: 554 shares 554 $265K 0.08% -4 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,580 shares; 2024Q4: 3,580 shares; 2025Q1: 3,580 shares; 2025Q2: 3,580 shares; 2025Q3: 3,683 shares; 2025Q4: 3,717 shares; 2026Q1: 3,717 shares; 2026Q2: 3,663 shares 3,663 $264K 0.08% -54 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: 2,557 shares; 2024Q4: 2,557 shares; 2025Q1: 2,500 shares; 2025Q2: 2,126 shares; 2025Q3: 1,429 shares; 2025Q4: 948 shares; 2026Q1: 730 shares; 2026Q2: 629 shares 629 $261K 0.08% -101 Timeline VONE VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 700 shares; 2025Q4: 700 shares; 2026Q1: 734 shares; 2026Q2: 734 shares 734 $249K 0.07% 0 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: 2,310 shares; 2024Q4: 2,310 shares; 2025Q1: 1,933 shares; 2025Q2: 1,203 shares; 2025Q3: 1,116 shares; 2025Q4: 1,116 shares; 2026Q1: 1,116 shares; 2026Q2: 1,116 shares 1,116 $249K 0.07% 0 Timeline FLEX FLEX LTD More: the full row for FLEX LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,500 shares; 2024Q4: 1,500 shares; 2025Q1: 1,450 shares; 2025Q2: 1,450 shares; 2025Q3: 1,606 shares; 2025Q4: 1,578 shares; 2026Q1: 1,513 shares; 2026Q2: 1,513 shares 1,513 $245K 0.07% 0 Timeline PAA PLAINS ALL AMERN PIPELINE L More: the full row for PLAINS ALL AMERN PIPELINE L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,800 shares; 2024Q4: 10,800 shares; 2025Q1: 10,800 shares; 2025Q2: 10,800 shares; 2025Q3: 10,800 shares; 2025Q4: 10,800 shares; 2026Q1: 10,800 shares; 2026Q2: 10,800 shares 10,800 $240K 0.07% 0 Timeline FTNY PUTNAM ETF TRUST More: the full row for PUTNAM 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: 29,772 shares; 2026Q1: 29,772 shares; 2026Q2: 29,772 shares 29,772 $237K 0.07% 0 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: 780 shares; 2024Q4: 780 shares; 2025Q1: 780 shares; 2025Q2: 1,480 shares; 2025Q3: 1,480 shares; 2025Q4: 1,480 shares; 2026Q1: 1,480 shares; 2026Q2: 1,480 shares 1,480 $237K 0.07% 0 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,928 shares; 2024Q4: 1,822 shares; 2025Q1: 1,822 shares; 2025Q2: 1,822 shares; 2025Q3: 1,822 shares; 2025Q4: 1,792 shares; 2026Q1: 1,927 shares; 2026Q2: 1,872 shares 1,872 $237K 0.07% -55 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 431 shares; 2024Q4: 433 shares; 2025Q1: 451 shares; 2025Q2: 400 shares; 2025Q3: 387 shares; 2025Q4: 380 shares; 2026Q1: 384 shares; 2026Q2: 375 shares 375 $234K 0.07% -9 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: 6,917 shares; 2024Q4: 6,391 shares; 2025Q1: 5,672 shares; 2025Q2: 5,672 shares; 2025Q3: 5,642 shares; 2025Q4: 5,642 shares; 2026Q1: 3,382 shares; 2026Q2: 3,362 shares 3,362 $230K 0.07% -20 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,006 shares; 2024Q4: 2,006 shares; 2025Q1: 2,006 shares; 2025Q2: 888 shares; 2025Q3: 853 shares; 2025Q4: 853 shares; 2026Q1: 834 shares; 2026Q2: 770 shares 770 $229K 0.07% -64 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,270 shares; 2024Q4: 1,070 shares; 2025Q1: 1,070 shares; 2025Q2: 1,070 shares; 2025Q3: 1,070 shares; 2025Q4: 1,005 shares; 2026Q1: 885 shares; 2026Q2: 885 shares 885 $226K 0.07% 0 Timeline CNP CENTERPOINT ENERGY INC More: the full row for CENTERPOINT ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,100 shares; 2024Q4: 5,100 shares; 2025Q1: 5,100 shares; 2025Q2: 5,100 shares; 2025Q3: 5,100 shares; 2025Q4: 5,100 shares; 2026Q1: 5,000 shares; 2026Q2: 5,000 shares 5,000 $220K 0.07% 0 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 449 shares; 2024Q4: 449 shares; 2025Q1: 461 shares; 2025Q2: 457 shares; 2025Q3: 457 shares; 2025Q4: 483 shares; 2026Q1: 459 shares; 2026Q2: 443 shares 443 $220K 0.07% -16 Timeline VANGUARD NJ LONG-TERM … VANGUARD NJ LONG-TERM TAX E… More: the full row for VANGUARD NJ LONG-TERM TAX EXEMPT 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: 18,876 shares; 2026Q1: 18,876 shares; 2026Q2: 18,876 shares 18,876 $217K 0.06% 0 MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 355 shares; 2024Q4: 355 shares; 2025Q1: 351 shares; 2025Q2: 352 shares; 2025Q3: 351 shares; 2025Q4: 283 shares; 2026Q1: 283 shares; 2026Q2: 286 shares 286 $216K 0.06% +3 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,312 shares; 2024Q4: 1,312 shares; 2025Q1: 1,312 shares; 2025Q2: 1,312 shares; 2025Q3: 1,312 shares; 2025Q4: 1,312 shares; 2026Q1: 1,312 shares; 2026Q2: 1,312 shares 1,312 $216K 0.06% 0 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: 270 shares; 2024Q4: 270 shares; 2025Q1: 270 shares; 2025Q2: 270 shares; 2025Q3: 270 shares; 2025Q4: 270 shares; 2026Q1: 270 shares; 2026Q2: 270 shares 270 $215K 0.06% 0 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,478 shares; 2024Q4: 4,028 shares; 2025Q1: 3,928 shares; 2025Q2: 3,268 shares; 2025Q3: 3,268 shares; 2025Q4: 2,918 shares; 2026Q1: 2,953 shares; 2026Q2: 2,913 shares 2,913 $214K 0.06% -40 Timeline MPLX MPLX LP More: the full row for MPLX LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,700 shares; 2024Q4: 3,700 shares; 2025Q1: 3,700 shares; 2025Q2: 3,700 shares; 2025Q3: 3,700 shares; 2025Q4: 3,700 shares; 2026Q1: 3,700 shares; 2026Q2: 3,700 shares 3,700 $208K 0.06% 0 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: 630 shares; 2024Q4: 630 shares; 2025Q1: 630 shares; 2025Q2: 630 shares; 2025Q3: 630 shares; 2025Q4: 630 shares; 2026Q1: 630 shares; 2026Q2: 630 shares 630 $208K 0.06% 0 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: 1,460 shares; 2024Q4: 1,460 shares; 2025Q1: 1,460 shares; 2025Q2: 1,460 shares; 2025Q3: 1,355 shares; 2025Q4: 1,355 shares; 2026Q1: 1,342 shares; 2026Q2: 1,342 shares 1,342 $204K 0.06% 0 Timeline CLEARBRIDGE LARGE (CAP GROW… CLEARBRIDGE LARGE (CAP GROWTH CLA… More: the full row for CLEARBRIDGE LARGE (CAP GROWTH CLASS O) 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: 2,785 shares; 2025Q4: 2,741 shares; 2026Q1: 2,741 shares; 2026Q2: 2,686 shares 2,686 $202K 0.06% -55 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: 859 shares; 2024Q4: 1,718 shares; 2025Q1: 1,718 shares; 2025Q2: 1,718 shares; 2025Q3: 1,718 shares; 2025Q4: 1,718 shares; 2026Q1: 1,751 shares; 2026Q2: 1,751 shares 1,751 $201K 0.06% 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: 841 shares; 2024Q4: 841 shares; 2025Q1: 831 shares; 2025Q2: 811 shares; 2025Q3: 811 shares; 2025Q4: 786 shares; 2026Q1: 724 shares; 2026Q2: 735 shares 735 $200K 0.06% +11 Timeline NLR VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 561 shares; 2025Q1: 978 shares; 2025Q2: 914 shares; 2025Q3: 1,117 shares; 2025Q4: 1,192 shares; 2026Q1: 1,605 shares; 2026Q2: 1,711 shares 1,711 $198K 0.06% +106 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: 1,432 shares; 2024Q4: 1,432 shares; 2025Q1: 1,432 shares; 2025Q2: 1,428 shares; 2025Q3: 1,401 shares; 2025Q4: 1,402 shares; 2026Q1: 1,268 shares; 2026Q2: 1,208 shares 1,208 $189K 0.06% -60 Timeline DTE DTE ENERGY CO More: the full row for DTE ENERGY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 995 shares; 2024Q4: 995 shares; 2025Q1: 854 shares; 2025Q2: 1,200 shares; 2025Q3: 1,200 shares; 2025Q4: 1,200 shares; 2026Q1: 1,200 shares; 2026Q2: 1,200 shares 1,200 $183K 0.05% 0 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 986 shares; 2024Q4: 1,002 shares; 2025Q1: 839 shares; 2025Q2: 679 shares; 2025Q3: 777 shares; 2025Q4: 627 shares; 2026Q1: 664 shares; 2026Q2: 662 shares 662 $179K 0.05% -2 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,087 shares; 2024Q4: 1,087 shares; 2025Q1: 1,087 shares; 2025Q2: 1,234 shares; 2025Q3: 1,234 shares; 2025Q4: 1,246 shares; 2026Q1: 1,182 shares; 2026Q2: 1,177 shares 1,177 $178K 0.05% -5 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: 402 shares; 2024Q4: 402 shares; 2025Q1: 400 shares; 2025Q2: 400 shares; 2025Q3: 400 shares; 2025Q4: 400 shares; 2026Q1: 383 shares; 2026Q2: 408 shares 408 $174K 0.05% +25 Timeline IYK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,074 shares; 2024Q4: 4,070 shares; 2025Q1: 3,999 shares; 2025Q2: 3,984 shares; 2025Q3: 3,604 shares; 2025Q4: 3,095 shares; 2026Q1: 2,646 shares; 2026Q2: 2,281 shares 2,281 $166K 0.05% -365 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: 1,930 shares; 2024Q4: 1,930 shares; 2025Q1: 1,930 shares; 2025Q2: 1,930 shares; 2025Q3: 1,911 shares; 2025Q4: 1,910 shares; 2026Q1: 1,910 shares; 2026Q2: 1,902 shares 1,902 $165K 0.05% -8 Timeline AWR AMER STATES WTR CO More: the full row for AMER STATES WTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,000 shares; 2024Q4: 2,000 shares; 2025Q1: 2,000 shares; 2025Q2: 2,000 shares; 2025Q3: 2,000 shares; 2025Q4: 2,000 shares; 2026Q1: 2,000 shares; 2026Q2: 2,000 shares 2,000 $165K 0.05% 0 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 402 shares; 2024Q4: 402 shares; 2025Q1: 402 shares; 2025Q2: 402 shares; 2025Q3: 402 shares; 2025Q4: 654 shares; 2026Q1: 654 shares; 2026Q2: 654 shares 654 $165K 0.05% 0 Timeline CALF PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,691 shares; 2024Q4: 10,072 shares; 2025Q1: 8,117 shares; 2025Q2: 5,378 shares; 2025Q3: 4,757 shares; 2025Q4: 4,350 shares; 2026Q1: 3,736 shares; 2026Q2: 3,194 shares 3,194 $162K 0.05% -542 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,302 shares; 2024Q4: 1,500 shares; 2025Q1: 1,493 shares; 2025Q2: 1,493 shares; 2025Q3: 1,493 shares; 2025Q4: 1,280 shares; 2026Q1: 1,214 shares; 2026Q2: 681 shares 681 $161K 0.05% -533 Timeline ARK Venture D ARK Venture D More: the full row for ARK Venture D 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: 250 shares; 2026Q2: 2,735 shares 2,735 $160K 0.05% +2,485 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: 397 shares; 2024Q4: 397 shares; 2025Q1: 397 shares; 2025Q2: 845 shares; 2025Q3: 824 shares; 2025Q4: 791 shares; 2026Q1: 791 shares; 2026Q2: 785 shares 785 $157K 0.05% -6 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: 4,916 shares; 2024Q4: 3,911 shares; 2025Q1: 3,911 shares; 2025Q2: 3,911 shares; 2025Q3: 3,820 shares; 2025Q4: 3,820 shares; 2026Q1: 3,820 shares; 2026Q2: 3,820 shares 3,820 $157K 0.05% 0 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 714 shares; 2024Q4: 1,138 shares; 2025Q1: 1,138 shares; 2025Q2: 1,138 shares; 2025Q3: 1,138 shares; 2025Q4: 1,138 shares; 2026Q1: 1,452 shares; 2026Q2: 1,407 shares 1,407 $153K 0.05% -45 Timeline IBCB 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: 5,994 shares 5,994 $151K 0.04% new Timeline AXON AXON ENTERPRISE INC More: the full row for AXON ENTERPRISE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 250 shares; 2024Q4: 250 shares; 2025Q1: 250 shares; 2025Q2: 250 shares; 2025Q3: 259 shares; 2025Q4: 259 shares; 2026Q1: 259 shares; 2026Q2: 259 shares 259 $145K 0.04% 0 Timeline ISHARES CORE TOTAL US … ISHARES CORE TOTAL US AGGRE… More: the full row for ISHARES CORE TOTAL US AGGREGATE BOND ETF-W Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,151 shares; 2024Q4: 1,151 shares; 2025Q1: 1,151 shares; 2025Q2: 1,151 shares; 2025Q3: 1,151 shares; 2025Q4: 1,151 shares; 2026Q1: 1,451 shares; 2026Q2: 1,451 shares 1,451 $144K 0.04% 0 ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,035 shares; 2024Q4: 1,084 shares; 2025Q1: 1,088 shares; 2025Q2: 1,067 shares; 2025Q3: 969 shares; 2025Q4: 786 shares; 2026Q1: 794 shares; 2026Q2: 697 shares 697 $143K 0.04% -97 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: 600 shares; 2024Q4: 600 shares; 2025Q1: 600 shares; 2025Q2: 600 shares; 2025Q3: 600 shares; 2025Q4: 600 shares; 2026Q1: 600 shares; 2026Q2: 600 shares 600 $143K 0.04% 0 Timeline RIO RIO TINTO PLC More: the full row for RIO TINTO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,500 shares; 2024Q4: 1,500 shares; 2025Q1: 1,500 shares; 2025Q2: 1,500 shares; 2025Q3: 1,500 shares; 2025Q4: 1,500 shares; 2026Q1: 1,500 shares; 2026Q2: 1,500 shares 1,500 $142K 0.04% 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: 66 shares; 2024Q4: 66 shares; 2025Q1: 66 shares; 2025Q2: 66 shares; 2025Q3: 73 shares; 2025Q4: 73 shares; 2026Q1: 68 shares; 2026Q2: 71 shares 71 $141K 0.04% +3 Timeline VYMI 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: 913 shares; 2024Q4: 893 shares; 2025Q1: 893 shares; 2025Q2: 893 shares; 2025Q3: 805 shares; 2025Q4: 800 shares; 2026Q1: 1,447 shares; 2026Q2: 1,427 shares 1,427 $140K 0.04% -20 Timeline MLI MUELLER INDS INC More: the full row for MUELLER INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,200 shares; 2024Q4: 1,200 shares; 2025Q1: 1,200 shares; 2025Q2: 1,200 shares; 2025Q3: 1,200 shares; 2025Q4: 1,200 shares; 2026Q1: 1,200 shares; 2026Q2: 1,200 shares 1,200 $138K 0.04% 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: 642 shares; 2024Q4: 635 shares; 2025Q1: 659 shares; 2025Q2: 627 shares; 2025Q3: 627 shares; 2025Q4: 626 shares; 2026Q1: 634 shares; 2026Q2: 624 shares 624 $136K 0.04% -10 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: 604 shares; 2024Q4: 580 shares; 2025Q1: 580 shares; 2025Q2: 580 shares; 2025Q3: 580 shares; 2025Q4: 580 shares; 2026Q1: 580 shares; 2026Q2: 625 shares 625 $135K 0.04% +45 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: 2,532 shares; 2024Q4: 2,412 shares; 2025Q1: 2,412 shares; 2025Q2: 2,392 shares; 2025Q3: 2,392 shares; 2025Q4: 2,392 shares; 2026Q1: 1,230 shares; 2026Q2: 1,230 shares 1,230 $135K 0.04% 0 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,985 shares; 2024Q4: 6,994 shares; 2025Q1: 6,994 shares; 2025Q2: 7,536 shares; 2025Q3: 7,533 shares; 2025Q4: 6,948 shares; 2026Q1: 6,948 shares; 2026Q2: 6,948 shares 6,948 $133K 0.04% 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: 1,312 shares; 2024Q4: 1,312 shares; 2025Q1: 1,312 shares; 2025Q2: 1,312 shares; 2025Q3: 1,312 shares; 2025Q4: 1,392 shares; 2026Q1: 1,392 shares; 2026Q2: 1,392 shares 1,392 $130K 0.04% 0 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,295 shares; 2024Q4: 2,371 shares; 2025Q1: 2,371 shares; 2025Q2: 2,371 shares; 2025Q3: 2,371 shares; 2025Q4: 2,371 shares; 2026Q1: 2,437 shares; 2026Q2: 2,384 shares 2,384 $129K 0.04% -53 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,383 shares; 2024Q4: 5,396 shares; 2025Q1: 5,396 shares; 2025Q2: 5,396 shares; 2025Q3: 5,396 shares; 2025Q4: 5,396 shares; 2026Q1: 5,829 shares; 2026Q2: 5,647 shares 5,647 $129K 0.04% -182 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: 1,151 shares; 2024Q4: 1,127 shares; 2025Q1: 1,093 shares; 2025Q2: 1,068 shares; 2025Q3: 968 shares; 2025Q4: 958 shares; 2026Q1: 847 shares; 2026Q2: 847 shares 847 $128K 0.04% 0 Timeline WLY WILEY JOHN & SONS INC More: the full row for WILEY JOHN & SONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,100 shares; 2024Q4: 2,100 shares; 2025Q1: 2,100 shares; 2025Q2: 2,100 shares; 2025Q3: 2,100 shares; 2025Q4: 2,100 shares; 2026Q1: 2,600 shares; 2026Q2: 2,600 shares 2,600 $126K 0.04% 0 Timeline SJM SMUCKER J M CO More: the full row for SMUCKER J M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,587 shares; 2024Q4: 1,587 shares; 2025Q1: 1,587 shares; 2025Q2: 1,587 shares; 2025Q3: 1,117 shares; 2025Q4: 1,117 shares; 2026Q1: 1,117 shares; 2026Q2: 1,117 shares 1,117 $126K 0.04% 0 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,714 shares; 2024Q4: 1,714 shares; 2025Q1: 1,714 shares; 2025Q2: 1,014 shares; 2025Q3: 1,511 shares; 2025Q4: 1,511 shares; 2026Q1: 1,511 shares; 2026Q2: 1,511 shares 1,511 $125K 0.04% 0 Timeline TDVG T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,950 shares; 2024Q4: 6,712 shares; 2025Q1: 6,092 shares; 2025Q2: 5,783 shares; 2025Q3: 5,546 shares; 2025Q4: 2,296 shares; 2026Q1: 2,295 shares; 2026Q2: 2,295 shares 2,295 $112K 0.03% 0 Timeline PHM PULTE GROUP INC More: the full row for PULTE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 815 shares; 2024Q4: 815 shares; 2025Q1: 815 shares; 2025Q2: 822 shares; 2025Q3: 815 shares; 2025Q4: 815 shares; 2026Q1: 815 shares; 2026Q2: 815 shares 815 $112K 0.03% 0 Timeline DDOG DATADOG INC More: the full row for DATADOG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 449 shares; 2024Q4: 449 shares; 2025Q1: 449 shares; 2025Q2: 425 shares; 2025Q3: 425 shares; 2025Q4: 425 shares; 2026Q1: 425 shares; 2026Q2: 425 shares 425 $111K 0.03% 0 Timeline OTIS OTIS WORLDWIDE CORP More: the full row for OTIS WORLDWIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,273 shares; 2024Q4: 1,973 shares; 2025Q1: 1,923 shares; 2025Q2: 1,643 shares; 2025Q3: 1,633 shares; 2025Q4: 1,541 shares; 2026Q1: 1,541 shares; 2026Q2: 1,521 shares 1,521 $109K 0.03% -20 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,245 shares; 2024Q4: 7,204 shares; 2025Q1: 7,182 shares; 2025Q2: 6,851 shares; 2025Q3: 6,832 shares; 2025Q4: 4,961 shares; 2026Q1: 4,348 shares; 2026Q2: 4,406 shares 4,406 $108K 0.03% +58 Timeline GATX GATX CORP More: the full row for GATX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 400 shares; 2024Q4: 400 shares; 2025Q1: 400 shares; 2025Q2: 400 shares; 2025Q3: 400 shares; 2025Q4: 600 shares; 2026Q1: 600 shares; 2026Q2: 600 shares 600 $106K 0.03% 0 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 497 shares; 2024Q4: 497 shares; 2025Q1: 497 shares; 2025Q2: 453 shares; 2025Q3: 653 shares; 2025Q4: 653 shares; 2026Q1: 627 shares; 2026Q2: 605 shares 605 $106K 0.03% -22 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: 385 shares; 2024Q4: 1,155 shares; 2025Q1: 1,155 shares; 2025Q2: 1,155 shares; 2025Q3: 2,423 shares; 2025Q4: 3,572 shares; 2026Q1: 3,387 shares; 2026Q2: 3,387 shares 3,387 $105K 0.03% 0 Timeline Q QNITY ELECTRONICS INC More: the full row for QNITY ELECTRONICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 627 shares; 2026Q1: 604 shares; 2026Q2: 638 shares 638 $104K 0.03% +34 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: 548 shares; 2026Q2: 543 shares 543 $103K 0.03% -5 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: 35 shares; 2024Q4: 35 shares; 2025Q1: 35 shares; 2025Q2: 35 shares; 2025Q3: 1,141 shares; 2025Q4: 1,141 shares; 2026Q1: 1,195 shares; 2026Q2: 1,195 shares 1,195 $102K 0.03% 0 Timeline AROW ARROW FINL CORP More: the full row for ARROW FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,077 shares; 2024Q4: 3,077 shares; 2025Q1: 2,456 shares; 2025Q2: 2,456 shares; 2025Q3: 2,456 shares; 2025Q4: 2,456 shares; 2026Q1: 2,456 shares; 2026Q2: 2,456 shares 2,456 $101K 0.03% 0 Timeline SPXV PROSHARES TR More: the full row for PROSHARES 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: 1,225 shares 1,225 $101K 0.03% new Timeline DOW DOW HLDGS INC More: the full row for DOW HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,218 shares; 2024Q4: 6,318 shares; 2025Q1: 5,628 shares; 2025Q2: 5,169 shares; 2025Q3: 4,893 shares; 2025Q4: 4,281 shares; 2026Q1: 3,666 shares; 2026Q2: 3,631 shares 3,631 $99.3K 0.03% -35 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: 121 shares; 2024Q4: 121 shares; 2025Q1: 121 shares; 2025Q2: 131 shares; 2025Q3: 131 shares; 2025Q4: 131 shares; 2026Q1: 131 shares; 2026Q2: 131 shares 131 $98.1K 0.03% 0 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 919 shares; 2024Q4: 919 shares; 2025Q1: 919 shares; 2025Q2: 335 shares; 2025Q3: 335 shares; 2025Q4: 327 shares; 2026Q1: 337 shares; 2026Q2: 334 shares 334 $97.9K 0.03% -3 Timeline MGRC MCGRATH RENTCORP More: the full row for MCGRATH RENTCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 500 shares; 2024Q4: 500 shares; 2025Q1: 500 shares; 2025Q2: 600 shares; 2025Q3: 600 shares; 2025Q4: 600 shares; 2026Q1: 800 shares; 2026Q2: 800 shares 800 $96.8K 0.03% 0 Timeline XNTK 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: 255 shares; 2024Q4: 255 shares; 2025Q1: 255 shares; 2025Q2: 255 shares; 2025Q3: 255 shares; 2025Q4: 255 shares; 2026Q1: 245 shares; 2026Q2: 245 shares 245 $95.7K 0.03% 0 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 58 shares; 2024Q4: 58 shares; 2025Q1: 58 shares; 2025Q2: 87 shares; 2025Q3: 99 shares; 2025Q4: 97 shares; 2026Q1: 97 shares; 2026Q2: 97 shares 97 $94.9K 0.03% 0 Timeline VONG 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: 491 shares; 2024Q4: 542 shares; 2025Q1: 574 shares; 2025Q2: 574 shares; 2025Q3: 574 shares; 2025Q4: 714 shares; 2026Q1: 714 shares; 2026Q2: 714 shares 714 $91.3K 0.03% 0 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: 1,390 shares; 2024Q4: 1,240 shares; 2025Q1: 1,200 shares; 2025Q2: 505 shares; 2025Q3: 505 shares; 2025Q4: 475 shares; 2026Q1: 475 shares; 2026Q2: 575 shares 575 $91K 0.03% +100 Timeline VTWO VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,371 shares; 2024Q4: 1,324 shares; 2025Q1: 514 shares; 2025Q2: 514 shares; 2025Q3: 514 shares; 2025Q4: 514 shares; 2026Q1: 749 shares; 2026Q2: 749 shares 749 $90.9K 0.03% 0 Timeline ESP ESPEY MFG & ELECTRS CORP More: the full row for ESPEY MFG & ELECTRS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,452 shares; 2024Q4: 2,169 shares; 2025Q1: 2,169 shares; 2025Q2: 1,333 shares; 2025Q3: 1,333 shares; 2025Q4: 1,333 shares; 2026Q1: 1,333 shares; 2026Q2: 1,333 shares 1,333 $89.8K 0.03% 0 Timeline ATR APTARGROUP INC More: the full row for APTARGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 500 shares; 2024Q4: 500 shares; 2025Q1: 500 shares; 2025Q2: 500 shares; 2025Q3: 500 shares; 2025Q4: 500 shares; 2026Q1: 700 shares; 2026Q2: 700 shares 700 $87.6K 0.03% 0 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: 250 shares; 2024Q4: 250 shares; 2025Q1: 250 shares; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares; 2026Q1: 1,000 shares; 2026Q2: 1,000 shares 1,000 $87K 0.03% 0 Timeline BE BLOOM ENERGY CORP More: the full row for BLOOM ENERGY CORP 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: 287 shares 287 $86.9K 0.03% +87 Timeline IONQ IONQ INC More: the full row for IONQ 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: 496 shares; 2025Q4: 512 shares; 2026Q1: 1,630 shares; 2026Q2: 1,614 shares 1,614 $85.9K 0.03% -16 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: 3,059 shares; 2024Q4: 2,289 shares; 2025Q1: 1,910 shares; 2025Q2: 1,910 shares; 2025Q3: 1,910 shares; 2025Q4: 1,910 shares; 2026Q1: 1,953 shares; 2026Q2: 1,838 shares 1,838 $85.7K 0.03% -115 Timeline VANGUARD DEVELOPED MARKETS … VANGUARD DEVELOPED MARKETS INDEX… More: the full row for VANGUARD DEVELOPED MARKETS INDEX FUND 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: 3,726 shares; 2026Q2: 3,726 shares 3,726 $85.4K 0.03% 0 SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 794 shares; 2024Q4: 794 shares; 2025Q1: 794 shares; 2025Q2: 1,132 shares; 2025Q3: 1,132 shares; 2025Q4: 1,132 shares; 2026Q1: 1,014 shares; 2026Q2: 1,014 shares 1,014 $84.7K 0.03% 0 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: 2,345 shares; 2024Q4: 2,427 shares; 2025Q1: 2,354 shares; 2025Q2: 729 shares; 2025Q3: 729 shares; 2025Q4: 729 shares; 2026Q1: 549 shares; 2026Q2: 549 shares 549 $84.7K 0.03% 0 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 65 shares; 2024Q4: 65 shares; 2025Q1: 63 shares; 2025Q2: 63 shares; 2025Q3: 223 shares; 2025Q4: 223 shares; 2026Q1: 223 shares; 2026Q2: 223 shares 223 $82.6K 0.02% 0 Timeline CNX CNX RES CORP More: the full row for CNX RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,400 shares; 2024Q4: 2,400 shares; 2025Q1: 2,400 shares; 2025Q2: 2,400 shares; 2025Q3: 2,400 shares; 2025Q4: 2,400 shares; 2026Q1: 2,400 shares; 2026Q2: 2,400 shares 2,400 $81.4K 0.02% 0 Timeline MKC MCCORMICK & CO INC More: the full row for MCCORMICK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,600 shares; 2024Q4: 1,600 shares; 2025Q1: 1,600 shares; 2025Q2: 1,600 shares; 2025Q3: 1,600 shares; 2025Q4: 1,600 shares; 2026Q1: 1,600 shares; 2026Q2: 1,600 shares 1,600 $80.7K 0.02% 0 Timeline SPCX SPACE EXPLORATION TECHN CORP More: the full row for SPACE EXPLORATION TECHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 465 shares 465 $79.4K 0.02% new Timeline FDXF FEDEX FGHT HLDG CO INC More: the full row for FEDEX FGHT HLDG CO 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: 523 shares 523 $79K 0.02% new Timeline AWK AMERICAN WTR WKS CO INC NEW More: the full row for AMERICAN WTR WKS CO 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 600 shares; 2026Q2: 600 shares 600 $78.9K 0.02% 0 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,261 shares; 2024Q4: 2,554 shares; 2025Q1: 2,554 shares; 2025Q2: 2,554 shares; 2025Q3: 2,490 shares; 2025Q4: 2,490 shares; 2026Q1: 2,613 shares; 2026Q2: 2,466 shares 2,466 $78.8K 0.02% -147 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: 2,791 shares; 2024Q4: 2,633 shares; 2025Q1: 2,328 shares; 2025Q2: 1,268 shares; 2025Q3: 1,138 shares; 2025Q4: 961 shares; 2026Q1: 825 shares; 2026Q2: 722 shares 722 $77.6K 0.02% -103 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: 690 shares; 2024Q4: 780 shares; 2025Q1: 799 shares; 2025Q2: 799 shares; 2025Q3: 799 shares; 2025Q4: 734 shares; 2026Q1: 539 shares; 2026Q2: 539 shares 539 $76.7K 0.02% 0 Timeline HYDB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 554 shares; 2024Q4: 882 shares; 2025Q1: 882 shares; 2025Q2: 882 shares; 2025Q3: 882 shares; 2025Q4: 882 shares; 2026Q1: 1,682 shares; 2026Q2: 1,629 shares 1,629 $76.2K 0.02% -53 Timeline MLPX 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: 1,015 shares; 2024Q4: 1,015 shares; 2025Q1: 1,015 shares; 2025Q2: 1,015 shares; 2025Q3: 1,015 shares; 2025Q4: 1,015 shares; 2026Q1: 1,015 shares; 2026Q2: 1,015 shares 1,015 $74.8K 0.02% 0 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,335 shares; 2026Q2: 2,888 shares 2,888 $74.7K 0.02% +1,553 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: 537 shares; 2024Q4: 537 shares; 2025Q1: 537 shares; 2025Q2: 537 shares; 2025Q3: 537 shares; 2025Q4: 537 shares; 2026Q1: 537 shares; 2026Q2: 537 shares 537 $73.9K 0.02% 0 Timeline SPHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,082 shares; 2025Q3: 1,082 shares; 2025Q4: 1,082 shares; 2026Q1: 818 shares; 2026Q2: 818 shares 818 $73.7K 0.02% 0 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 324 shares; 2024Q4: 324 shares; 2025Q1: 324 shares; 2025Q2: 408 shares; 2025Q3: 408 shares; 2025Q4: 324 shares; 2026Q1: 291 shares; 2026Q2: 291 shares 291 $71.6K 0.02% 0 Timeline PPA INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 235 shares; 2024Q4: 235 shares; 2025Q1: 235 shares; 2025Q2: 235 shares; 2025Q3: 215 shares; 2025Q4: 215 shares; 2026Q1: 408 shares; 2026Q2: 400 shares 400 $70.7K 0.02% -8 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: 2,554 shares; 2024Q4: 2,030 shares; 2025Q1: 2,030 shares; 2025Q2: 2,030 shares; 2025Q3: 2,030 shares; 2025Q4: 2,030 shares; 2026Q1: 2,030 shares; 2026Q2: 2,030 shares 2,030 $70.6K 0.02% 0 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 450 shares; 2024Q4: 450 shares; 2025Q1: 450 shares; 2025Q2: 450 shares; 2025Q3: 450 shares; 2025Q4: 450 shares; 2026Q1: 450 shares; 2026Q2: 450 shares 450 $70.3K 0.02% 0 Timeline VSH VISHAY INTERTECHNOLOGY INC More: the full row for VISHAY INTERTECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,800 shares; 2024Q4: 4,800 shares; 2025Q1: 4,800 shares; 2025Q2: 4,800 shares; 2025Q3: 5,100 shares; 2025Q4: 5,100 shares; 2026Q1: 4,100 shares; 2026Q2: 1,300 shares 1,300 $69.9K 0.02% -2,800 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: 201 shares; 2024Q4: 201 shares; 2025Q1: 201 shares; 2025Q2: 201 shares; 2025Q3: 201 shares; 2025Q4: 210 shares; 2026Q1: 201 shares; 2026Q2: 201 shares 201 $69.2K 0.02% 0 Timeline PIO 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: 1,500 shares; 2024Q4: 1,500 shares; 2025Q1: 1,500 shares; 2025Q2: 1,500 shares; 2025Q3: 1,500 shares; 2025Q4: 1,500 shares; 2026Q1: 1,500 shares; 2026Q2: 1,500 shares 1,500 $67.5K 0.02% 0 Timeline CBSH COMMERCE BANCSHARES INC More: the full row for COMMERCE BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,050 shares; 2024Q4: 1,102 shares; 2025Q1: 1,102 shares; 2025Q2: 1,102 shares; 2025Q3: 1,102 shares; 2025Q4: 1,157 shares; 2026Q1: 1,157 shares; 2026Q2: 1,157 shares 1,157 $66.8K 0.02% 0 Timeline CNQ CANADIAN NAT RES LTD MED TER More: the full row for CANADIAN NAT RES LTD MED TER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 410 shares; 2024Q4: 410 shares; 2025Q1: 410 shares; 2025Q2: 1,710 shares; 2025Q3: 1,689 shares; 2025Q4: 1,689 shares; 2026Q1: 1,689 shares; 2026Q2: 1,681 shares 1,681 $66.4K 0.02% -8 Timeline ITA 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: 266 shares; 2026Q2: 266 shares 266 $64.5K 0.02% 0 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 335 shares; 2024Q4: 335 shares; 2025Q1: 335 shares; 2025Q2: 211 shares; 2025Q3: 210 shares; 2025Q4: 220 shares; 2026Q1: 215 shares; 2026Q2: 215 shares 215 $64.1K 0.02% 0 Timeline CVCO CAVCO INDS INC DEL More: the full row for CAVCO INDS INC DEL 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: 100 shares; 2026Q2: 100 shares 100 $61.4K 0.02% 0 Timeline SRE SEMPRA More: the full row for SEMPRA 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: 1,170 shares; 2025Q3: 1,170 shares; 2025Q4: 670 shares; 2026Q1: 647 shares; 2026Q2: 647 shares 647 $60K 0.02% 0 Timeline DHI D R HORTON INC More: the full row for D R HORTON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 265 shares; 2024Q4: 265 shares; 2025Q1: 265 shares; 2025Q2: 406 shares; 2025Q3: 406 shares; 2025Q4: 398 shares; 2026Q1: 368 shares; 2026Q2: 368 shares 368 $59.9K 0.02% 0 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 622 shares; 2024Q4: 609 shares; 2025Q1: 609 shares; 2025Q2: 609 shares; 2025Q3: 609 shares; 2025Q4: 609 shares; 2026Q1: 409 shares; 2026Q2: 409 shares 409 $59.1K 0.02% 0 Timeline CRAI CRA INTL INC More: the full row for CRA INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 105 shares; 2024Q4: 105 shares; 2025Q1: 105 shares; 2025Q2: 105 shares; 2025Q3: 105 shares; 2025Q4: 105 shares; 2026Q1: 105 shares; 2026Q2: 405 shares 405 $57.6K 0.02% +300 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 316 shares; 2025Q4: 236 shares; 2026Q1: 236 shares; 2026Q2: 236 shares 236 $57.3K 0.02% 0 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: 473 shares; 2024Q4: 473 shares; 2025Q1: 473 shares; 2025Q2: 473 shares; 2025Q3: 473 shares; 2025Q4: 473 shares; 2026Q1: 473 shares; 2026Q2: 411 shares 411 $56.2K 0.02% -62 Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 409 shares 409 $55.5K 0.02% new 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: 272 shares; 2024Q4: 272 shares; 2025Q1: 100 shares; 2025Q2: 285 shares; 2025Q3: 285 shares; 2025Q4: 274 shares; 2026Q1: 324 shares; 2026Q2: 457 shares 457 $53.3K 0.02% +133 Timeline FCG 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: 3,213 shares; 2025Q1: 3,218 shares; 2025Q2: 2,823 shares; 2025Q3: 2,799 shares; 2025Q4: 2,436 shares; 2026Q1: 2,236 shares; 2026Q2: 1,993 shares 1,993 $53K 0.02% -243 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 157 shares 157 $52.6K 0.02% new Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 810 shares; 2024Q4: 810 shares; 2025Q1: 810 shares; 2025Q2: 797 shares; 2025Q3: 618 shares; 2025Q4: 1,326 shares; 2026Q1: 1,182 shares; 2026Q2: 1,159 shares 1,159 $52.5K 0.02% -23 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 80 shares; 2026Q1: 80 shares; 2026Q2: 80 shares 80 $51.1K 0.02% 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: 361 shares; 2024Q4: 361 shares; 2025Q1: 361 shares; 2025Q2: 361 shares; 2025Q3: 757 shares; 2025Q4: 951 shares; 2026Q1: 951 shares; 2026Q2: 951 shares 951 $50.2K 0.01% 0 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: 262 shares; 2024Q4: 524 shares; 2025Q1: 524 shares; 2025Q2: 524 shares; 2025Q3: 1,099 shares; 2025Q4: 1,380 shares; 2026Q1: 1,380 shares; 2026Q2: 1,380 shares 1,380 $49.9K 0.01% 0 Timeline AVY AVERY DENNISON CORP More: the full row for AVERY DENNISON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 300 shares; 2024Q4: 300 shares; 2025Q1: 300 shares; 2025Q2: 300 shares; 2025Q3: 300 shares; 2025Q4: 300 shares; 2026Q1: 300 shares; 2026Q2: 300 shares 300 $48.7K 0.01% 0 Timeline DRIV 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: 1,690 shares; 2024Q4: 1,260 shares; 2025Q1: 1,260 shares; 2025Q2: 1,260 shares; 2025Q3: 1,260 shares; 2025Q4: 1,260 shares; 2026Q1: 1,260 shares; 2026Q2: 1,260 shares 1,260 $48.6K 0.01% 0 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,000 shares; 2024Q4: 1,922 shares; 2025Q1: 1,922 shares; 2025Q2: 1,742 shares; 2025Q3: 1,642 shares; 2025Q4: 1,416 shares; 2026Q1: 796 shares; 2026Q2: 796 shares 796 $48.1K 0.01% 0 Timeline XLB 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: 741 shares; 2024Q4: 741 shares; 2025Q1: 626 shares; 2025Q2: 546 shares; 2025Q3: 546 shares; 2025Q4: 1,092 shares; 2026Q1: 1,092 shares; 2026Q2: 942 shares 942 $47.9K 0.01% -150 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: 150 shares; 2024Q4: 150 shares; 2025Q1: 150 shares; 2025Q2: 150 shares; 2025Q3: 150 shares; 2025Q4: 150 shares; 2026Q1: 150 shares; 2026Q2: 150 shares 150 $47.2K 0.01% 0 Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 199 shares; 2024Q4: 250 shares; 2025Q1: 352 shares; 2025Q2: 343 shares; 2025Q3: 340 shares; 2025Q4: 292 shares; 2026Q1: 299 shares; 2026Q2: 258 shares 258 $46.3K 0.01% -41 Timeline EXE EXPAND ENERGY CORPORATION More: the full row for EXPAND ENERGY CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 500 shares; 2024Q4: 500 shares; 2025Q1: 500 shares; 2025Q2: 500 shares; 2025Q3: 500 shares; 2025Q4: 500 shares; 2026Q1: 500 shares; 2026Q2: 500 shares 500 $45.6K 0.01% 0 Timeline ICLN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,843 shares; 2024Q4: 2,843 shares; 2025Q1: 2,843 shares; 2025Q2: 2,843 shares; 2025Q3: 2,843 shares; 2025Q4: 2,843 shares; 2026Q1: 2,213 shares; 2026Q2: 2,213 shares 2,213 $45.3K 0.01% 0 Timeline SCL STEPAN CO More: the full row for STEPAN CO 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 $44.6K 0.01% 0 Timeline ASTS AST SPACEMOBILE INC More: the full row for AST SPACEMOBILE 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: 500 shares 500 $44.4K 0.01% new Timeline SU SUNCOR ENERGY INC NEW More: the full row for SUNCOR ENERGY INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 770 shares; 2024Q4: 896 shares; 2025Q1: 896 shares; 2025Q2: 896 shares; 2025Q3: 866 shares; 2025Q4: 837 shares; 2026Q1: 837 shares; 2026Q2: 826 shares 826 $44.3K 0.01% -11 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: 3,300 shares; 2024Q4: 3,300 shares; 2025Q1: 3,300 shares; 2025Q2: 3,300 shares; 2025Q3: 3,300 shares; 2025Q4: 3,300 shares; 2026Q1: 3,184 shares; 2026Q2: 3,184 shares 3,184 $44.3K 0.01% 0 Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 198 shares; 2025Q1: 198 shares; 2025Q2: 135 shares; 2025Q3: 170 shares; 2025Q4: 170 shares; 2026Q1: 185 shares; 2026Q2: 185 shares 185 $44.2K 0.01% 0 Timeline HUBG HUB GROUP INC More: the full row for HUB GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,000 shares; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares; 2026Q1: 1,000 shares; 2026Q2: 1,000 shares 1,000 $43.8K 0.01% 0 Timeline ZBH ZIMMER BIOMET HOLDINGS INC More: the full row for ZIMMER BIOMET HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 500 shares; 2024Q4: 500 shares; 2025Q1: 500 shares; 2025Q2: 500 shares; 2025Q3: 500 shares; 2025Q4: 500 shares; 2026Q1: 500 shares; 2026Q2: 500 shares 500 $43K 0.01% 0 Timeline SHLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 564 shares; 2026Q2: 719 shares 719 $42.9K 0.01% +155 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: 694 shares; 2024Q4: 694 shares; 2025Q1: 694 shares; 2025Q2: 670 shares; 2025Q3: 633 shares; 2025Q4: 515 shares; 2026Q1: 515 shares; 2026Q2: 515 shares 515 $42.8K 0.01% 0 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: not reported; 2025Q1: 111 shares; 2025Q2: 111 shares; 2025Q3: 481 shares; 2025Q4: 146 shares; 2026Q1: 242 shares; 2026Q2: 242 shares 242 $42.7K 0.01% 0 Timeline LULU LULULEMON ATHLETICA INC More: the full row for LULULEMON ATHLETICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 611 shares; 2024Q4: 651 shares; 2025Q1: 675 shares; 2025Q2: 620 shares; 2025Q3: 604 shares; 2025Q4: 542 shares; 2026Q1: 459 shares; 2026Q2: 372 shares 372 $42.5K 0.01% -87 Timeline ECG EVERUS CONSTR GROUP More: the full row for EVERUS CONSTR GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 250 shares; 2025Q1: 250 shares; 2025Q2: 250 shares; 2025Q3: 250 shares; 2025Q4: 250 shares; 2026Q1: 250 shares; 2026Q2: 250 shares 250 $41.5K 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: 115 shares; 2026Q2: 110 shares 110 $41.2K 0.01% -5 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: 205 shares; 2024Q4: 410 shares; 2025Q1: 410 shares; 2025Q2: 410 shares; 2025Q3: 860 shares; 2025Q4: 1,080 shares; 2026Q1: 1,080 shares; 2026Q2: 1,080 shares 1,080 $41.1K 0.01% 0 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: 296 shares; 2024Q4: 296 shares; 2025Q1: 296 shares; 2025Q2: 296 shares; 2025Q3: 282 shares; 2025Q4: 282 shares; 2026Q1: 282 shares; 2026Q2: 276 shares 276 $40.4K 0.01% -6 Timeline MLPI NEOS ETF TRUST More: the full row for NEOS 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: 490 shares; 2026Q2: 727 shares 727 $40K 0.01% +237 Timeline DSTL ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 849 shares; 2025Q3: 849 shares; 2025Q4: 849 shares; 2026Q1: 665 shares; 2026Q2: 665 shares 665 $39.8K 0.01% 0 Timeline ABM ABM INDS INC More: the full row for ABM INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 700 shares; 2024Q4: 900 shares; 2025Q1: 900 shares; 2025Q2: 900 shares; 2025Q3: 900 shares; 2025Q4: 900 shares; 2026Q1: 900 shares; 2026Q2: 900 shares 900 $39.8K 0.01% 0 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: 1,067 shares; 2024Q4: 1,067 shares; 2025Q1: 847 shares; 2025Q2: 847 shares; 2025Q3: 928 shares; 2025Q4: 825 shares; 2026Q1: 617 shares; 2026Q2: 617 shares 617 $39.5K 0.01% 0 Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 675 shares; 2024Q4: 675 shares; 2025Q1: 675 shares; 2025Q2: 675 shares; 2025Q3: 675 shares; 2025Q4: 675 shares; 2026Q1: 675 shares; 2026Q2: 675 shares 675 $38K 0.01% 0 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: 470 shares; 2026Q1: 419 shares; 2026Q2: 412 shares 412 $36.5K 0.01% -7 Timeline SMMT SUMMIT THERAPEUTICS INC More: the full row for SUMMIT THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,500 shares; 2024Q4: 2,500 shares; 2025Q1: 2,500 shares; 2025Q2: 2,500 shares; 2025Q3: 2,500 shares; 2025Q4: 2,500 shares; 2026Q1: 2,500 shares; 2026Q2: 2,500 shares 2,500 $36.4K 0.01% 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: 10 shares; 2024Q4: 10 shares; 2025Q1: 20 shares; 2025Q2: 20 shares; 2025Q3: 19 shares; 2025Q4: 9 shares; 2026Q1: 9 shares; 2026Q2: 120 shares 120 $36.2K 0.01% +111 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: 85 shares; 2024Q4: 85 shares; 2025Q1: 85 shares; 2025Q2: 65 shares; 2025Q3: 65 shares; 2025Q4: 81 shares; 2026Q1: 69 shares; 2026Q2: 72 shares 72 $36.1K 0.01% +3 Timeline RGTI RIGETTI COMPUTING INC More: the full row for RIGETTI COMPUTING 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: 1,332 shares; 2025Q4: 1,533 shares; 2026Q1: 1,867 shares; 2026Q2: 1,867 shares 1,867 $36.1K 0.01% 0 Timeline NOMURA MID-CAP GROWTH FUND … NOMURA MID-CAP GROWTH FUND CLASS… More: the full row for NOMURA MID-CAP GROWTH FUND CLASS A 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: 1,503 shares 1,503 $36K 0.01% new LNC LINCOLN NATL CORP IND More: the full row for LINCOLN NATL CORP IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,000 shares; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares; 2026Q1: 1,000 shares; 2026Q2: 1,000 shares 1,000 $35.3K 0.01% 0 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 79 shares; 2024Q4: 79 shares; 2025Q1: 79 shares; 2025Q2: 79 shares; 2025Q3: 79 shares; 2025Q4: 79 shares; 2026Q1: 79 shares; 2026Q2: 77 shares 77 $35.3K 0.01% -2 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: 190 shares; 2024Q4: 307 shares; 2025Q1: 282 shares; 2025Q2: 382 shares; 2025Q3: 722 shares; 2025Q4: 615 shares; 2026Q1: 846 shares; 2026Q2: 722 shares 722 $35.1K 0.01% -124 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: not reported; 2025Q3: not reported; 2025Q4: 1,354 shares; 2026Q1: 1,354 shares; 2026Q2: 1,354 shares 1,354 $34.9K 0.01% 0 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: 447 shares; 2026Q1: 447 shares; 2026Q2: 447 shares 447 $34.8K 0.01% 0 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: not reported; 2024Q4: 160 shares; 2025Q1: 210 shares; 2025Q2: 210 shares; 2025Q3: 210 shares; 2025Q4: 210 shares; 2026Q1: 210 shares; 2026Q2: 210 shares 210 $34.3K 0.01% 0 Timeline RGEN REPLIGEN CORP More: the full row for REPLIGEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 250 shares; 2024Q4: 250 shares; 2025Q1: 250 shares; 2025Q2: 250 shares; 2025Q3: 250 shares; 2025Q4: 250 shares; 2026Q1: 250 shares; 2026Q2: 250 shares 250 $34.1K 0.01% 0 Timeline CARG CARGURUS INC More: the full row for CARGURUS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,000 shares; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares; 2026Q1: 1,000 shares; 2026Q2: 1,000 shares 1,000 $34.1K 0.01% 0 Timeline NAN NUVEEN NY DIVI ADV More: the full row for NUVEEN NY DIVI ADV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,900 shares; 2024Q4: 2,900 shares; 2025Q1: 2,900 shares; 2025Q2: 2,900 shares; 2025Q3: 2,900 shares; 2025Q4: 2,900 shares; 2026Q1: 2,900 shares; 2026Q2: 2,900 shares 2,900 $34K 0.01% 0 Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,247 shares; 2024Q4: 1,346 shares; 2025Q1: 852 shares; 2025Q2: 771 shares; 2025Q3: 464 shares; 2025Q4: 139 shares; 2026Q1: 131 shares; 2026Q2: 817 shares 817 $33.8K 0.01% +686 Timeline SHELTON FDS NASDAQ 100 … SHELTON FDS NASDAQ 100 INDEX… More: the full row for SHELTON FDS NASDAQ 100 INDEX FD CL INV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 911 shares; 2025Q3: 821 shares; 2025Q4: 821 shares; 2026Q1: 619 shares; 2026Q2: 619 shares 619 $33.7K 0.01% 0 XLY 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: 640 shares; 2024Q4: 640 shares; 2025Q1: 640 shares; 2025Q2: 140 shares; 2025Q3: 140 shares; 2025Q4: 280 shares; 2026Q1: 274 shares; 2026Q2: 274 shares 274 $32.1K 0.01% 0 Timeline ATMU ATMUS FILTRATION TECHNOLOGIE More: the full row for ATMUS FILTRATION TECHNOLOGIE 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: 600 shares; 2026Q2: 600 shares 600 $30.6K 0.01% 0 Timeline TMDX TRANSMEDICS GROUP INC More: the full row for TRANSMEDICS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 460 shares; 2024Q4: 460 shares; 2025Q1: 460 shares; 2025Q2: 460 shares; 2025Q3: 460 shares; 2025Q4: 460 shares; 2026Q1: 460 shares; 2026Q2: 460 shares 460 $30.6K 0.01% 0 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: 1,180 shares 1,180 $30K 0.01% new Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 32 shares; 2024Q4: 553 shares; 2025Q1: 553 shares; 2025Q2: 553 shares; 2025Q3: 552 shares; 2025Q4: 549 shares; 2026Q1: 549 shares; 2026Q2: 536 shares 536 $29.8K 0.01% -13 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: 1,754 shares; 2024Q4: 1,754 shares; 2025Q1: 1,754 shares; 2025Q2: 1,513 shares; 2025Q3: 1,513 shares; 2025Q4: 1,513 shares; 2026Q1: 513 shares; 2026Q2: 513 shares 513 $29.7K 0.01% 0 Timeline MDB MONGODB INC More: the full row for MONGODB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 88 shares; 2024Q4: 88 shares; 2025Q1: 88 shares; 2025Q2: 89 shares; 2025Q3: 88 shares; 2025Q4: 88 shares; 2026Q1: 88 shares; 2026Q2: 88 shares 88 $29.6K 0.01% 0 Timeline HUBS HUBSPOT INC More: the full row for HUBSPOT INC 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: 160 shares; 2026Q2: 160 shares 160 $29.2K 0.01% 0 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,160 shares; 2024Q4: 1,648 shares; 2025Q1: 1,044 shares; 2025Q2: 1,044 shares; 2025Q3: 1,044 shares; 2025Q4: 842 shares; 2026Q1: 785 shares; 2026Q2: 785 shares 785 $29K 0.01% 0 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 51 shares; 2024Q4: 51 shares; 2025Q1: 49 shares; 2025Q2: 49 shares; 2025Q3: 59 shares; 2025Q4: 72 shares; 2026Q1: 72 shares; 2026Q2: 72 shares 72 $28.6K 0.01% 0 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: 638 shares; 2026Q2: 638 shares 638 $27.6K 0.01% 0 Timeline QNT QUANTINUUM INC More: the full row for QUANTINUUM 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: 335 shares 335 $27.4K 0.01% new 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: 289 shares; 2024Q4: 228 shares; 2025Q1: 228 shares; 2025Q2: 228 shares; 2025Q3: 220 shares; 2025Q4: 220 shares; 2026Q1: 220 shares; 2026Q2: 173 shares 173 $27.1K 0.01% -47 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 300 shares; 2024Q4: 300 shares; 2025Q1: 300 shares; 2025Q2: 300 shares; 2025Q3: 300 shares; 2025Q4: 300 shares; 2026Q1: 300 shares; 2026Q2: 273 shares 273 $26.3K 0.01% -27 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 30 shares; 2025Q1: 140 shares; 2025Q2: 170 shares; 2025Q3: 170 shares; 2025Q4: 171 shares; 2026Q1: 174 shares; 2026Q2: 153 shares 153 $25.7K 0.01% -21 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: 304 shares; 2024Q4: 304 shares; 2025Q1: 304 shares; 2025Q2: 304 shares; 2025Q3: 304 shares; 2025Q4: 304 shares; 2026Q1: 231 shares; 2026Q2: 231 shares 231 $25.6K 0.01% 0 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15 shares; 2024Q4: 15 shares; 2025Q1: 15 shares; 2025Q2: 15 shares; 2025Q3: 15 shares; 2025Q4: 17 shares; 2026Q1: 15 shares; 2026Q2: 15 shares 15 $25.5K 0.01% 0 Timeline MDU MDU RES GROUP INC More: the full row for MDU RES GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,000 shares; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 1,200 shares; 2025Q3: 1,200 shares; 2025Q4: 1,200 shares; 2026Q1: 1,200 shares; 2026Q2: 1,200 shares 1,200 $25.4K 0.01% 0 Timeline DTCR GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 569 shares; 2025Q1: 569 shares; 2025Q2: 569 shares; 2025Q3: 569 shares; 2025Q4: 569 shares; 2026Q1: 850 shares; 2026Q2: 818 shares 818 $24.8K 0.01% -32 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: 768 shares; 2024Q4: 309 shares; 2025Q1: 309 shares; 2025Q2: 309 shares; 2025Q3: 309 shares; 2025Q4: 199 shares; 2026Q1: 199 shares; 2026Q2: 199 shares 199 $24.8K 0.01% 0 Timeline BOH BANK OF HI CORP More: the full row for BANK OF HI CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 300 shares; 2024Q4: 300 shares; 2025Q1: 300 shares; 2025Q2: 300 shares; 2025Q3: 300 shares; 2025Q4: 300 shares; 2026Q1: 300 shares; 2026Q2: 300 shares 300 $24.4K 0.01% 0 Timeline CBOE CBOE GLOBAL MKTS INC More: the full row for CBOE GLOBAL MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 100 shares; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 100 shares; 2025Q4: 100 shares; 2026Q1: 100 shares; 2026Q2: 100 shares 100 $24.3K 0.01% 0 Timeline SIEGY SIEMENS AG-SPONS ADR More: the full row for SIEMENS AG-SPONS ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 202 shares; 2024Q4: 202 shares; 2025Q1: 170 shares; 2025Q2: 170 shares; 2025Q3: 170 shares; 2025Q4: 170 shares; 2026Q1: 148 shares; 2026Q2: 148 shares 148 $23.8K 0.01% 0 Timeline MKL MARKEL GROUP INC More: the full row for MARKEL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12 shares; 2024Q4: 12 shares; 2025Q1: 12 shares; 2025Q2: 12 shares; 2025Q3: 27 shares; 2025Q4: 12 shares; 2026Q1: 12 shares; 2026Q2: 12 shares 12 $23.4K 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: 340 shares; 2024Q4: 340 shares; 2025Q1: 340 shares; 2025Q2: 340 shares; 2025Q3: 340 shares; 2025Q4: 340 shares; 2026Q1: 340 shares; 2026Q2: 340 shares 340 $23.3K 0.01% 0 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 207 shares; 2024Q4: 207 shares; 2025Q1: 207 shares; 2025Q2: 207 shares; 2025Q3: 207 shares; 2025Q4: 207 shares; 2026Q1: 207 shares; 2026Q2: 207 shares 207 $23.1K 0.01% 0 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 562 shares; 2024Q4: 465 shares; 2025Q1: 447 shares; 2025Q2: 431 shares; 2025Q3: 383 shares; 2025Q4: 359 shares; 2026Q1: 356 shares; 2026Q2: 287 shares 287 $23K 0.01% -69 Timeline PNR PENTAIR PLC More: the full row for PENTAIR PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 300 shares; 2024Q4: 300 shares; 2025Q1: 300 shares; 2025Q2: 300 shares; 2025Q3: 300 shares; 2025Q4: 300 shares; 2026Q1: 300 shares; 2026Q2: 300 shares 300 $23K 0.01% 0 Timeline WY WEYERHAEUSER CO More: the full row for WEYERHAEUSER CO 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: 960 shares; 2025Q4: 960 shares; 2026Q1: 960 shares; 2026Q2: 960 shares 960 $23K 0.01% 0 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 577 shares; 2024Q4: 577 shares; 2025Q1: 577 shares; 2025Q2: 577 shares; 2025Q3: 577 shares; 2025Q4: 577 shares; 2026Q1: 536 shares; 2026Q2: 536 shares 536 $22.9K 0.01% 0 Timeline LFUS LITTELFUSE INC More: the full row for LITTELFUSE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 50 shares; 2024Q4: 50 shares; 2025Q1: 50 shares; 2025Q2: 50 shares; 2025Q3: 50 shares; 2025Q4: 50 shares; 2026Q1: 50 shares; 2026Q2: 50 shares 50 $22.8K 0.01% 0 Timeline BBY BEST BUY INC More: the full row for BEST BUY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 325 shares; 2024Q4: 325 shares; 2025Q1: 325 shares; 2025Q2: 325 shares; 2025Q3: 325 shares; 2025Q4: 300 shares; 2026Q1: 300 shares; 2026Q2: 300 shares 300 $22.8K 0.01% 0 Timeline KRE 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: 75 shares; 2024Q4: 375 shares; 2025Q1: 375 shares; 2025Q2: 375 shares; 2025Q3: 375 shares; 2025Q4: 375 shares; 2026Q1: 300 shares; 2026Q2: 300 shares 300 $22.5K 0.01% 0 Timeline QCLN 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: 1,083 shares; 2024Q4: 1,083 shares; 2025Q1: 1,091 shares; 2025Q2: 1,030 shares; 2025Q3: 1,030 shares; 2025Q4: 882 shares; 2026Q1: 356 shares; 2026Q2: 356 shares 356 $21.8K 0.01% 0 Timeline S&P MIDCAP 400 DEPOSITORY R… S&P MIDCAP 400 DEPOSITORY RECEIPT… More: the full row for S&P MIDCAP 400 DEPOSITORY RECEIPTS ETF -W Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19 shares; 2024Q4: 19 shares; 2025Q1: 19 shares; 2025Q2: 19 shares; 2025Q3: 31 shares; 2025Q4: 31 shares; 2026Q1: 31 shares; 2026Q2: 31 shares 31 $21.8K 0.01% 0 BAX BAXTER INTL INC More: the full row for BAXTER INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,000 shares; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares; 2026Q1: 1,000 shares; 2026Q2: 1,000 shares 1,000 $21.3K 0.01% 0 Timeline NFG NATIONAL FUEL GAS CO More: the full row for NATIONAL FUEL GAS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 275 shares; 2024Q4: 275 shares; 2025Q1: 275 shares; 2025Q2: 275 shares; 2025Q3: 275 shares; 2025Q4: 275 shares; 2026Q1: 275 shares; 2026Q2: 275 shares 275 $21.2K 0.01% 0 Timeline FANG DIAMONDBACK ENERGY INC More: the full row for DIAMONDBACK ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 120 shares; 2024Q4: 120 shares; 2025Q1: 120 shares; 2025Q2: 120 shares; 2025Q3: 120 shares; 2025Q4: 120 shares; 2026Q1: 120 shares; 2026Q2: 120 shares 120 $21.1K 0.01% 0 Timeline ZBRA ZEBRA TECHNOLOGIES CORPORATI More: the full row for ZEBRA TECHNOLOGIES CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 80 shares; 2024Q4: 80 shares; 2025Q1: 80 shares; 2025Q2: 80 shares; 2025Q3: 145 shares; 2025Q4: 80 shares; 2026Q1: 80 shares; 2026Q2: 80 shares 80 $21.1K 0.01% 0 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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 $20.9K 0.01% 0 Timeline SLYG 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: 75 shares; 2024Q4: 75 shares; 2025Q1: 75 shares; 2025Q2: 193 shares; 2025Q3: 193 shares; 2025Q4: 174 shares; 2026Q1: 174 shares; 2026Q2: 174 shares 174 $20.7K 0.01% 0 Timeline QTUM ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 125 shares 125 $20.7K 0.01% new Timeline EADSY AIRBUS SE AMERICAN DEPOSITARY More: the full row for AIRBUS SE AMERICAN DEPOSITARY 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: 368 shares; 2025Q4: 368 shares; 2026Q1: 368 shares; 2026Q2: 368 shares 368 $20.5K 0.01% 0 Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 82 shares; 2025Q4: 82 shares; 2026Q1: 82 shares; 2026Q2: 82 shares 82 $20.1K 0.01% 0 Timeline NVG NUVEEN AMT FREE MUN CR INC F More: the full row for NUVEEN AMT FREE MUN CR INC F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,550 shares; 2024Q4: 1,550 shares; 2025Q1: 1,550 shares; 2025Q2: 1,550 shares; 2025Q3: 1,550 shares; 2025Q4: 1,550 shares; 2026Q1: 1,550 shares; 2026Q2: 1,550 shares 1,550 $19.8K 0.01% 0 Timeline RKLB ROCKET LAB CORP More: the full row for ROCKET LAB CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 161 shares; 2025Q4: 194 shares; 2026Q1: 194 shares; 2026Q2: 194 shares 194 $19.7K 0.01% 0 Timeline PINS PINTEREST INC More: the full row for PINTEREST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 915 shares; 2024Q4: 915 shares; 2025Q1: 915 shares; 2025Q2: 915 shares; 2025Q3: 915 shares; 2025Q4: 915 shares; 2026Q1: 915 shares; 2026Q2: 915 shares 915 $19.2K 0.01% 0 Timeline TWLO TWILIO INC More: the full row for TWILIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 113 shares; 2024Q4: 113 shares; 2025Q1: 113 shares; 2025Q2: 113 shares; 2025Q3: 93 shares; 2025Q4: 93 shares; 2026Q1: 93 shares; 2026Q2: 93 shares 93 $19.2K 0.01% 0 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: 425 shares; 2024Q4: 350 shares; 2025Q1: 350 shares; 2025Q2: 350 shares; 2025Q3: 350 shares; 2025Q4: 200 shares; 2026Q1: 200 shares; 2026Q2: 200 shares 200 $19.1K 0.01% 0 Timeline ROBO EXCHANGE TRADED CONCEPTS TRU More: the full row for EXCHANGE TRADED CONCEPTS TRU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 900 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 221 shares; 2026Q1: 221 shares; 2026Q2: 221 shares 221 $18.9K 0.01% 0 Timeline FNF FIDELITY NATL FINL INC More: the full row for FIDELITY NATL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 400 shares; 2024Q4: 400 shares; 2025Q1: 400 shares; 2025Q2: 400 shares; 2025Q3: 400 shares; 2025Q4: 400 shares; 2026Q1: 400 shares; 2026Q2: 400 shares 400 $18.9K 0.01% 0 Timeline SFD SMITHFIELD FOODS INC More: the full row for SMITHFIELD FOODS 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: 750 shares; 2026Q2: 750 shares 750 $18.2K 0.01% 0 Timeline RHHBY ROCHE HOLDINGS LTD-SPONS ADR More: the full row for ROCHE HOLDINGS LTD-SPONS ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 103 shares; 2024Q4: 103 shares; 2025Q1: 103 shares; 2025Q2: 103 shares; 2025Q3: 103 shares; 2025Q4: 354 shares; 2026Q1: 354 shares; 2026Q2: 354 shares 354 $18.2K 0.01% 0 Timeline MITK MITEK SYS INC More: the full row for MITEK SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 900 shares; 2024Q4: 900 shares; 2025Q1: 900 shares; 2025Q2: 900 shares; 2025Q3: 900 shares; 2025Q4: 900 shares; 2026Q1: 900 shares; 2026Q2: 900 shares 900 $18.1K 0.01% 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: 121 shares; 2024Q4: 121 shares; 2025Q1: 121 shares; 2025Q2: 121 shares; 2025Q3: 118 shares; 2025Q4: 118 shares; 2026Q1: 118 shares; 2026Q2: 117 shares 117 $18K 0.01% -1 Timeline FICO FAIR ISAAC CORP More: the full row for FAIR ISAAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15 shares; 2024Q4: 15 shares; 2025Q1: 15 shares; 2025Q2: 15 shares; 2025Q3: 15 shares; 2025Q4: 15 shares; 2026Q1: 15 shares; 2026Q2: 15 shares 15 $17.9K 0.01% 0 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20 shares; 2024Q4: 20 shares; 2025Q1: 20 shares; 2025Q2: 20 shares; 2025Q3: 20 shares; 2025Q4: 63 shares; 2026Q1: 61 shares; 2026Q2: 61 shares 61 $17.7K 0.01% 0 Timeline FLGT FULGENT GENETICS INC More: the full row for FULGENT GENETICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 860 shares; 2024Q4: 860 shares; 2025Q1: 860 shares; 2025Q2: 860 shares; 2025Q3: 860 shares; 2025Q4: 860 shares; 2026Q1: 860 shares; 2026Q2: 860 shares 860 $17.6K 0.01% 0 Timeline BIIB BIOGEN INC More: the full row for BIOGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 80 shares; 2024Q4: 80 shares; 2025Q1: 80 shares; 2025Q2: 80 shares; 2025Q3: 80 shares; 2025Q4: 80 shares; 2026Q1: 80 shares; 2026Q2: 80 shares 80 $17.3K 0.01% 0 Timeline GH GUARDANT HEALTH INC More: the full row for GUARDANT HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 115 shares; 2024Q4: 115 shares; 2025Q1: 115 shares; 2025Q2: 115 shares; 2025Q3: 115 shares; 2025Q4: 115 shares; 2026Q1: 115 shares; 2026Q2: 115 shares 115 $17.3K 0.01% 0 Timeline CM CANADIAN IMPERIAL BANK OF CO More: the full row for CANADIAN IMPERIAL BANK OF CO 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 $17.2K 0.01% 0 Timeline DVA DAVITA INC More: the full row for DAVITA INC 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 $16.7K <0.01% 0 Timeline FLJP 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: 539 shares; 2025Q3: 539 shares; 2025Q4: 539 shares; 2026Q1: 408 shares; 2026Q2: 408 shares 408 $16.2K <0.01% 0 Timeline DNP DNP SELECT INCOME FD INC More: the full row for DNP SELECT INCOME FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,500 shares; 2024Q4: 1,500 shares; 2025Q1: 1,500 shares; 2025Q2: 1,500 shares; 2025Q3: 1,500 shares; 2025Q4: 1,500 shares; 2026Q1: 1,500 shares; 2026Q2: 1,500 shares 1,500 $16.2K <0.01% 0 Timeline SMR NUSCALE PWR CORP More: the full row for NUSCALE PWR 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: 680 shares; 2025Q4: 825 shares; 2026Q1: 1,729 shares; 2026Q2: 1,584 shares 1,584 $15.9K <0.01% -145 Timeline ITB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 516 shares; 2024Q4: 516 shares; 2025Q1: 325 shares; 2025Q2: 180 shares; 2025Q3: 180 shares; 2025Q4: 180 shares; 2026Q1: 165 shares; 2026Q2: 149 shares 149 $15.6K <0.01% -16 Timeline COHR COHERENT CORP More: the full row for COHERENT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 39 shares 39 $15.4K <0.01% new 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: 165 shares; 2024Q4: 165 shares; 2025Q1: 295 shares; 2025Q2: 295 shares; 2025Q3: 165 shares; 2025Q4: 165 shares; 2026Q1: 165 shares; 2026Q2: 165 shares 165 $15.2K <0.01% 0 Timeline PCRX PACIRA BIOSCIENCES INC More: the full row for PACIRA BIOSCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 600 shares; 2024Q4: 600 shares; 2025Q1: 600 shares; 2025Q2: 600 shares; 2025Q3: 600 shares; 2025Q4: 600 shares; 2026Q1: 600 shares; 2026Q2: 600 shares 600 $15.2K <0.01% 0 Timeline NASA TEMA ETF TRUST More: the full row for TEMA 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: not reported; 2026Q2: 495 shares 495 $15K <0.01% new Timeline TER TERADYNE INC More: the full row for TERADYNE 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: 31 shares 31 $15K <0.01% new Timeline TTWO TAKE-TWO INTERACTIVE SOFTWAR More: the full row for TAKE-TWO INTERACTIVE SOFTWAR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 60 shares; 2024Q4: 60 shares; 2025Q1: 60 shares; 2025Q2: 60 shares; 2025Q3: 60 shares; 2025Q4: 60 shares; 2026Q1: 60 shares; 2026Q2: 60 shares 60 $15K <0.01% 0 Timeline CRUS CIRRUS LOGIC INC More: the full row for CIRRUS LOGIC 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 $14.9K <0.01% 0 Timeline PBR-A PETROLEO BRASILEIRO S A More: the full row for PETROLEO BRASILEIRO S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,000 shares; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares; 2026Q1: 1,000 shares; 2026Q2: 1,000 shares 1,000 $14.6K <0.01% 0 Timeline TTD THE TRADE DESK INC More: the full row for THE TRADE DESK INC 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 $14.5K <0.01% 0 Timeline NUKZ EXCHANGE TRADED CONCEPTS TRU More: the full row for EXCHANGE TRADED CONCEPTS TRU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 220 shares; 2025Q1: 220 shares; 2025Q2: 220 shares; 2025Q3: 220 shares; 2025Q4: 220 shares; 2026Q1: 220 shares; 2026Q2: 212 shares 212 $14.4K <0.01% -8 Timeline BUG GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 360 shares 360 $13.7K <0.01% new 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: not reported; 2025Q1: not reported; 2025Q2: 48 shares; 2025Q3: 48 shares; 2025Q4: 48 shares; 2026Q1: 48 shares; 2026Q2: 48 shares 48 $13.4K <0.01% 0 Timeline HBM HUDBAY MINERALS INC More: the full row for HUDBAY MINERALS 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: 568 shares; 2026Q1: 568 shares; 2026Q2: 568 shares 568 $13.4K <0.01% 0 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29 shares; 2024Q4: 29 shares; 2025Q1: 29 shares; 2025Q2: 20 shares; 2025Q3: 20 shares; 2025Q4: 20 shares; 2026Q1: 20 shares; 2026Q2: 30 shares 30 $13.4K <0.01% +10 Timeline LECO LINCOLN ELEC HLDGS INC More: the full row for LINCOLN ELEC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 50 shares; 2024Q4: 50 shares; 2025Q1: 50 shares; 2025Q2: 50 shares; 2025Q3: 50 shares; 2025Q4: 50 shares; 2026Q1: 50 shares; 2026Q2: 50 shares 50 $13.3K <0.01% 0 Timeline CIEN CIENA CORP More: the full row for CIENA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 27 shares 27 $13.2K <0.01% new Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 112 shares; 2024Q4: 112 shares; 2025Q1: 112 shares; 2025Q2: 112 shares; 2025Q3: 112 shares; 2025Q4: 112 shares; 2026Q1: 112 shares; 2026Q2: 112 shares 112 $13.2K <0.01% 0 Timeline ROKU ROKU INC More: the full row for ROKU INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 95 shares; 2024Q4: 95 shares; 2025Q1: 95 shares; 2025Q2: 95 shares; 2025Q3: 95 shares; 2025Q4: 95 shares; 2026Q1: 95 shares; 2026Q2: 95 shares 95 $13.1K <0.01% 0 Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 173 shares; 2026Q1: 173 shares; 2026Q2: 173 shares 173 $13.1K <0.01% 0 Timeline ATI ATI INC More: the full row for ATI 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: 66 shares; 2025Q4: 66 shares; 2026Q1: 66 shares; 2026Q2: 66 shares 66 $13K <0.01% 0 Timeline AMKR AMKOR TECHNOLOGY INC More: the full row for AMKOR TECHNOLOGY INC 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 $12.9K <0.01% 0 Timeline APLD APPLIED DIGITAL CORP More: the full row for APPLIED DIGITAL 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: 345 shares; 2026Q1: 345 shares; 2026Q2: 345 shares 345 $12.9K <0.01% 0 Timeline XAR 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: 45 shares; 2026Q2: 45 shares 45 $12.8K <0.01% 0 Timeline FIDELITY LARGE CAP STOCK FIDELITY LARGE CAP STOCK More: the full row for FIDELITY LARGE CAP STOCK 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: 187 shares; 2026Q2: 187 shares 187 $12.7K <0.01% 0 ETSY ETSY INC More: the full row for ETSY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 165 shares; 2024Q4: 165 shares; 2025Q1: 165 shares; 2025Q2: 165 shares; 2025Q3: 165 shares; 2025Q4: 165 shares; 2026Q1: 165 shares; 2026Q2: 165 shares 165 $12.4K <0.01% 0 Timeline DHLGY DEUTSCHE POST AG SPONSORED ADR More: the full row for DEUTSCHE POST AG SPONSORED ADR 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: 205 shares; 2026Q1: 410 shares; 2026Q2: 410 shares 410 $12.4K <0.01% 0 Timeline OPRA OPERA LTD More: the full row for OPERA LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 224 shares; 2024Q4: 538 shares; 2025Q1: 538 shares; 2025Q2: 854 shares; 2025Q3: 809 shares; 2025Q4: 621 shares; 2026Q1: 621 shares; 2026Q2: 621 shares 621 $12.3K <0.01% 0 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: 20 shares; 2024Q4: 20 shares; 2025Q1: 20 shares; 2025Q2: 21 shares; 2025Q3: 17 shares; 2025Q4: 17 shares; 2026Q1: 12 shares; 2026Q2: 12 shares 12 $12.1K <0.01% 0 Timeline SQM SOCIEDAD QUIMICA Y MINERA DE More: the full row for SOCIEDAD QUIMICA Y MINERA DE 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: 161 shares; 2026Q1: 161 shares; 2026Q2: 161 shares 161 $11.9K <0.01% 0 Timeline NDAQ NASDAQ INC More: the full row for NASDAQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 150 shares; 2024Q4: 150 shares; 2025Q1: 150 shares; 2025Q2: 150 shares; 2025Q3: 150 shares; 2025Q4: 197 shares; 2026Q1: 150 shares; 2026Q2: 150 shares 150 $11.8K <0.01% 0 Timeline IGM 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: 72 shares; 2026Q1: 72 shares; 2026Q2: 72 shares 72 $11.8K <0.01% 0 Timeline FIDELITY INTER MUNI INCOME … FIDELITY INTER MUNI INCOME FUND More: the full row for FIDELITY INTER MUNI INCOME FUND 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: 1,138 shares; 2026Q2: 1,138 shares 1,138 $11.7K <0.01% 0 SEI INSTITUTIONALLY MANAGED… SEI INSTITUTIONALLY MANAGED TAX-M… More: the full row for SEI INSTITUTIONALLY MANAGED TAX-MANAGED LARGE-CAP FUND 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: 262 shares; 2026Q2: 262 shares 262 $11.5K <0.01% 0 SYM SYMBOTIC INC More: the full row for SYMBOTIC 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: 217 shares; 2025Q4: 254 shares; 2026Q1: 254 shares; 2026Q2: 254 shares 254 $11.4K <0.01% 0 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: 214 shares; 2025Q3: 214 shares; 2025Q4: 214 shares; 2026Q1: 161 shares; 2026Q2: 161 shares 161 $11.2K <0.01% 0 Timeline QBTS D-WAVE QUANTUM INC More: the full row for D-WAVE QUANTUM 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: 411 shares; 2025Q4: 449 shares; 2026Q1: 449 shares; 2026Q2: 449 shares 449 $10.8K <0.01% 0 Timeline UEC URANIUM ENERGY CORP More: the full row for URANIUM ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares; 2026Q1: 1,000 shares; 2026Q2: 1,000 shares 1,000 $10.7K <0.01% 0 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 155 shares; 2024Q4: 131 shares; 2025Q1: 131 shares; 2025Q2: 131 shares; 2025Q3: 131 shares; 2025Q4: 131 shares; 2026Q1: 131 shares; 2026Q2: 131 shares 131 $10.6K <0.01% 0 Timeline DFH DREAM FINDERS HOMES INC More: the full row for DREAM FINDERS HOMES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 615 shares; 2024Q4: 615 shares; 2025Q1: 615 shares; 2025Q2: 615 shares; 2025Q3: 615 shares; 2025Q4: 615 shares; 2026Q1: 615 shares; 2026Q2: 615 shares 615 $10.6K <0.01% 0 Timeline DOCU DOCUSIGN INC More: the full row for DOCUSIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 235 shares; 2024Q4: 235 shares; 2025Q1: 235 shares; 2025Q2: 235 shares; 2025Q3: 235 shares; 2025Q4: 235 shares; 2026Q1: 235 shares; 2026Q2: 235 shares 235 $10.4K <0.01% 0 Timeline WT WISDOMTREE INC More: the full row for WISDOMTREE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 600 shares; 2024Q4: 600 shares; 2025Q1: 600 shares; 2025Q2: 600 shares; 2025Q3: 600 shares; 2025Q4: 600 shares; 2026Q1: 600 shares; 2026Q2: 600 shares 600 $10.2K <0.01% 0 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 105 shares; 2026Q2: 105 shares 105 $10.1K <0.01% 0 Timeline TTC TORO CO More: the full row for TORO CO 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 $9.74K <0.01% 0 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 50 shares; 2024Q4: 50 shares; 2025Q1: 50 shares; 2025Q2: 50 shares; 2025Q3: 50 shares; 2025Q4: 50 shares; 2026Q1: 50 shares; 2026Q2: 50 shares 50 $9.72K <0.01% 0 Timeline JBL JABIL INC More: the full row for JABIL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 25 shares 25 $9.64K <0.01% new Timeline SMID SMITH MIDLAND CORP More: the full row for SMITH MIDLAND CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 330 shares; 2024Q4: 330 shares; 2025Q1: 330 shares; 2025Q2: 330 shares; 2025Q3: 330 shares; 2025Q4: 330 shares; 2026Q1: 330 shares; 2026Q2: 330 shares 330 $9.57K <0.01% 0 Timeline BBNX BETA BIONICS INC More: the full row for BETA BIONICS 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: 603 shares 603 $9.45K <0.01% new Timeline W WAYFAIR INC More: the full row for WAYFAIR 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 $9.24K <0.01% 0 Timeline WFCF WHERE FOOD COMES FROM INC More: the full row for WHERE FOOD COMES FROM INC 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 $9.11K <0.01% 0 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4 shares 4 $9.09K <0.01% new 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: 66 shares; 2024Q4: 40 shares; 2025Q1: 40 shares; 2025Q2: 40 shares; 2025Q3: 40 shares; 2025Q4: 40 shares; 2026Q1: 40 shares; 2026Q2: 40 shares 40 $8.95K <0.01% 0 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: 50 shares; 2024Q4: 50 shares; 2025Q1: 50 shares; 2025Q2: 50 shares; 2025Q3: 50 shares; 2025Q4: 50 shares; 2026Q1: 50 shares; 2026Q2: 50 shares 50 $8.42K <0.01% 0 Timeline VINP VINCI COMPASS INVESTMENTS LT More: the full row for VINCI COMPASS INVESTMENTS LT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 855 shares; 2024Q4: 855 shares; 2025Q1: 855 shares; 2025Q2: 855 shares; 2025Q3: 855 shares; 2025Q4: 855 shares; 2026Q1: 855 shares; 2026Q2: 855 shares 855 $8.32K <0.01% 0 Timeline DEO DIAGEO PLC More: the full row for DIAGEO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 117 shares; 2024Q4: 117 shares; 2025Q1: 117 shares; 2025Q2: 117 shares; 2025Q3: 117 shares; 2025Q4: 117 shares; 2026Q1: 103 shares; 2026Q2: 103 shares 103 $8.28K <0.01% 0 Timeline EFX EQUIFAX INC More: the full row for EQUIFAX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 229 shares; 2025Q3: 198 shares; 2025Q4: 180 shares; 2026Q1: 52 shares; 2026Q2: 52 shares 52 $8.25K <0.01% 0 Timeline AVAV AEROVIRONMENT INC More: the full row for AEROVIRONMENT 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: 50 shares; 2026Q2: 50 shares 50 $8.25K <0.01% 0 Timeline BAND BANDWIDTH INC More: the full row for BANDWIDTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 130 shares; 2024Q4: 130 shares; 2025Q1: 130 shares; 2025Q2: 130 shares; 2025Q3: 130 shares; 2025Q4: 130 shares; 2026Q1: 130 shares; 2026Q2: 130 shares 130 $8.23K <0.01% 0 Timeline DCI DONALDSON INC More: the full row for DONALDSON INC 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 $8.17K <0.01% 0 Timeline NAD NUVEEN QUALITY MUNCP INCOME More: the full row for NUVEEN QUALITY MUNCP INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 669 shares; 2024Q4: 669 shares; 2025Q1: 669 shares; 2025Q2: 669 shares; 2025Q3: 669 shares; 2025Q4: 669 shares; 2026Q1: 669 shares; 2026Q2: 669 shares 669 $8.11K <0.01% 0 Timeline CSIQ CANADIAN SOLAR INC More: the full row for CANADIAN SOLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,500 shares; 2024Q4: 1,500 shares; 2025Q1: 500 shares; 2025Q2: 500 shares; 2025Q3: 500 shares; 2025Q4: 500 shares; 2026Q1: 500 shares; 2026Q2: 500 shares 500 $8.01K <0.01% 0 Timeline LUNR INTUITIVE MACHINES INC More: the full row for INTUITIVE MACHINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 370 shares; 2024Q4: 370 shares; 2025Q1: 370 shares; 2025Q2: 370 shares; 2025Q3: 370 shares; 2025Q4: 370 shares; 2026Q1: 370 shares; 2026Q2: 370 shares 370 $7.91K <0.01% 0 Timeline CHAT TIDAL TRUST II More: the full row for TIDAL TRUST II 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: 78 shares; 2026Q2: 78 shares 78 $7.7K <0.01% 0 Timeline VKTX VIKING THERAPEUTICS INC More: the full row for VIKING THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 188 shares; 2025Q3: 188 shares; 2025Q4: 188 shares; 2026Q1: 188 shares; 2026Q2: 188 shares 188 $7.33K <0.01% 0 Timeline PUBM PUBMATIC INC More: the full row for PUBMATIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 549 shares; 2024Q4: 549 shares; 2025Q1: 549 shares; 2025Q2: 549 shares; 2025Q3: 549 shares; 2025Q4: 549 shares; 2026Q1: 549 shares; 2026Q2: 549 shares 549 $7.2K <0.01% 0 Timeline SOFI SOFI TECHNOLOGIES INC More: the full row for SOFI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 400 shares; 2025Q3: 400 shares; 2025Q4: 400 shares; 2026Q1: 400 shares; 2026Q2: 400 shares 400 $7.17K <0.01% 0 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: 90 shares; 2024Q4: 90 shares; 2025Q1: 90 shares; 2025Q2: 90 shares; 2025Q3: 90 shares; 2025Q4: 90 shares; 2026Q1: 79 shares; 2026Q2: 79 shares 79 $7.15K <0.01% 0 Timeline CMPS COMPASS PATHWAYS PLC More: the full row for COMPASS PATHWAYS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 505 shares; 2024Q4: 505 shares; 2025Q1: 505 shares; 2025Q2: 505 shares; 2025Q3: 505 shares; 2025Q4: 505 shares; 2026Q1: 505 shares; 2026Q2: 505 shares 505 $7.14K <0.01% 0 Timeline UL UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 151 shares; 2026Q1: 151 shares; 2026Q2: 116 shares 116 $6.97K <0.01% -35 Timeline EFV 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: 49 shares; 2026Q1: 90 shares; 2026Q2: 90 shares 90 $6.89K <0.01% 0 Timeline BAESY BAE SYS PLC SPONS ADR More: the full row for BAE SYS PLC SPONS ADR 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: 70 shares; 2026Q1: 70 shares; 2026Q2: 70 shares 70 $6.86K <0.01% 0 Timeline FRMI FERMI INC More: the full row for FERMI 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: 965 shares; 2026Q1: 965 shares; 2026Q2: 745 shares 745 $6.82K <0.01% -220 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: 77 shares; 2024Q4: 77 shares; 2025Q1: 69 shares; 2025Q2: 69 shares; 2025Q3: 69 shares; 2025Q4: 69 shares; 2026Q1: 69 shares; 2026Q2: 69 shares 69 $6.78K <0.01% 0 Timeline MOG-A MOOG INC More: the full row for MOOG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 16 shares 16 $6.78K <0.01% new 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: 50 shares; 2024Q4: 50 shares; 2025Q1: 180 shares; 2025Q2: 180 shares; 2025Q3: 46 shares; 2025Q4: 46 shares; 2026Q1: 46 shares; 2026Q2: 44 shares 44 $6.76K <0.01% -2 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: 115 shares; 2024Q4: 104 shares; 2025Q1: 52 shares; 2025Q2: 52 shares; 2025Q3: 129 shares; 2025Q4: 52 shares; 2026Q1: 52 shares; 2026Q2: 52 shares 52 $6.75K <0.01% 0 Timeline RMNI RIMINI STR INC DEL More: the full row for RIMINI STR INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,565 shares; 2024Q4: 1,565 shares; 2025Q1: 1,565 shares; 2025Q2: 1,565 shares; 2025Q3: 1,565 shares; 2025Q4: 1,565 shares; 2026Q1: 1,565 shares; 2026Q2: 1,565 shares 1,565 $6.65K <0.01% 0 Timeline CBRS CEREBRAS SYSTEMS INC More: the full row for CEREBRAS SYSTEMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 30 shares 30 $6.63K <0.01% new Timeline NBIS NEBIUS GROUP N.V. More: the full row for NEBIUS GROUP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 24 shares 24 $6.63K <0.01% new Timeline APPN APPIAN CORP More: the full row for APPIAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 280 shares; 2024Q4: 280 shares; 2025Q1: 280 shares; 2025Q2: 280 shares; 2025Q3: 280 shares; 2025Q4: 280 shares; 2026Q1: 280 shares; 2026Q2: 280 shares 280 $6.41K <0.01% 0 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14 shares; 2026Q1: 14 shares; 2026Q2: 14 shares 14 $6.34K <0.01% 0 Timeline MTN VAIL RESORTS INC More: the full row for VAIL RESORTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15 shares; 2024Q4: 15 shares; 2025Q1: 15 shares; 2025Q2: 15 shares; 2025Q3: 47 shares; 2025Q4: 47 shares; 2026Q1: 47 shares; 2026Q2: 46 shares 46 $6.26K <0.01% -1 Timeline ALLE ALLEGION PLC More: the full row for ALLEGION PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 52 shares; 2024Q4: 52 shares; 2025Q1: 52 shares; 2025Q2: 52 shares; 2025Q3: 52 shares; 2025Q4: 52 shares; 2026Q1: 44 shares; 2026Q2: 44 shares 44 $6.18K <0.01% 0 Timeline ASPI ASP ISOTOPES INC More: the full row for ASP ISOTOPES 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: 986 shares; 2026Q2: 986 shares 986 $6.13K <0.01% 0 Timeline FTV FORTIVE CORP More: the full row for FORTIVE CORP 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 $6.11K <0.01% 0 Timeline CYPH CYPHERPUNK TECHNOLOGIES INC More: the full row for CYPHERPUNK 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: not reported; 2026Q1: not reported; 2026Q2: 10,000 shares 10,000 $6.1K <0.01% new Timeline TAN 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: 95 shares; 2024Q4: 95 shares; 2025Q1: 95 shares; 2025Q2: 95 shares; 2025Q3: 95 shares; 2025Q4: 95 shares; 2026Q1: 103 shares; 2026Q2: 103 shares 103 $6.09K <0.01% 0 Timeline EEFT EURONET WORLDWIDE INC More: the full row for EURONET WORLDWIDE 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: 83 shares; 2026Q1: 83 shares; 2026Q2: 83 shares 83 $6.07K <0.01% 0 Timeline VANGUARD DEVELOPED MARKETS … VANGUARD DEVELOPED MARKETS INDEX… More: the full row for VANGUARD DEVELOPED MARKETS INDEX FUND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 136 shares; 2025Q3: 136 shares; 2025Q4: 138 shares; 2026Q1: 139 shares; 2026Q2: 261 shares 261 $5.98K <0.01% +122 IP INTERNATIONAL PAPER CO More: the full row for INTERNATIONAL PAPER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 320 shares; 2024Q4: 285 shares; 2025Q1: 285 shares; 2025Q2: 285 shares; 2025Q3: 285 shares; 2025Q4: 285 shares; 2026Q1: 155 shares; 2026Q2: 155 shares 155 $5.9K <0.01% 0 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: 30 shares; 2024Q4: 30 shares; 2025Q1: 30 shares; 2025Q2: 30 shares; 2025Q3: 30 shares; 2025Q4: 30 shares; 2026Q1: 30 shares; 2026Q2: 30 shares 30 $5.87K <0.01% 0 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 17 shares; 2026Q2: 17 shares 17 $5.83K <0.01% 0 Timeline WIX WIX COM LTD More: the full row for WIX COM LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 128 shares; 2024Q4: 128 shares; 2025Q1: 128 shares; 2025Q2: 128 shares; 2025Q3: 128 shares; 2025Q4: 128 shares; 2026Q1: 128 shares; 2026Q2: 128 shares 128 $5.81K <0.01% 0 Timeline TECK TECK RESOURCES LTD More: the full row for TECK RESOURCES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 97 shares; 2024Q4: 97 shares; 2025Q1: 97 shares; 2025Q2: 97 shares; 2025Q3: 97 shares; 2025Q4: 97 shares; 2026Q1: 97 shares; 2026Q2: 97 shares 97 $5.77K <0.01% 0 Timeline PGEN PRECIGEN INC More: the full row for PRECIGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares; 2026Q1: 1,000 shares; 2026Q2: 1,000 shares 1,000 $5.7K <0.01% 0 Timeline FSLY FASTLY INC More: the full row for FASTLY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 310 shares; 2024Q4: 310 shares; 2025Q1: 310 shares; 2025Q2: 310 shares; 2025Q3: 310 shares; 2025Q4: 310 shares; 2026Q1: 310 shares; 2026Q2: 310 shares 310 $5.69K <0.01% 0 Timeline BVS BIOVENTUS INC More: the full row for BIOVENTUS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 682 shares; 2024Q4: 682 shares; 2025Q1: 682 shares; 2025Q2: 682 shares; 2025Q3: 625 shares; 2025Q4: 625 shares; 2026Q1: 625 shares; 2026Q2: 601 shares 601 $5.67K <0.01% -24 Timeline RACE FERRARI N V More: the full row for FERRARI N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15 shares; 2026Q1: 15 shares; 2026Q2: 15 shares 15 $5.58K <0.01% 0 Timeline DY DYCOM INDS INC More: the full row for DYCOM 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: 11 shares 11 $5.56K <0.01% new Timeline COPX GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 71 shares; 2026Q2: 71 shares 71 $5.46K <0.01% 0 Timeline PGX 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: 800 shares; 2024Q4: 800 shares; 2025Q1: 800 shares; 2025Q2: 500 shares; 2025Q3: 500 shares; 2025Q4: 500 shares; 2026Q1: 500 shares; 2026Q2: 500 shares 500 $5.42K <0.01% 0 Timeline HE HAWAIIAN ELEC INDS INC MTN B More: the full row for HAWAIIAN ELEC INDS INC MTN B 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: 400 shares; 2026Q2: 400 shares 400 $5.41K <0.01% 0 Timeline UPST UPSTART HLDGS INC More: the full row for UPSTART HLDGS INC 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 $5.31K <0.01% 0 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23 shares; 2024Q4: 23 shares; 2025Q1: 23 shares; 2025Q2: 23 shares; 2025Q3: 23 shares; 2025Q4: 23 shares; 2026Q1: 23 shares; 2026Q2: 23 shares 23 $5.08K <0.01% 0 Timeline CRWV COREWEAVE INC More: the full row for COREWEAVE 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: 32 shares; 2025Q4: 51 shares; 2026Q1: 51 shares; 2026Q2: 51 shares 51 $5.08K <0.01% 0 Timeline MOD MODINE MFG CO More: the full row for MODINE MFG CO 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: 19 shares 19 $5.07K <0.01% new Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19 shares; 2024Q4: 19 shares; 2025Q1: 19 shares; 2025Q2: 19 shares; 2025Q3: 19 shares; 2025Q4: 19 shares; 2026Q1: 19 shares; 2026Q2: 19 shares 19 $4.96K <0.01% 0 Timeline B BARRICK MNG CORP More: the full row for BARRICK MNG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 135 shares; 2025Q3: 135 shares; 2025Q4: 135 shares; 2026Q1: 135 shares; 2026Q2: 135 shares 135 $4.96K <0.01% 0 Timeline MP MP MATERIALS CORP More: the full row for MP MATERIALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12 shares; 2026Q1: 12 shares; 2026Q2: 88 shares 88 $4.93K <0.01% +76 Timeline CNI CANADIAN NATL RY CO More: the full row for CANADIAN NATL RY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 40 shares; 2024Q4: 40 shares; 2025Q1: 40 shares; 2025Q2: 40 shares; 2025Q3: 40 shares; 2025Q4: 40 shares; 2026Q1: 40 shares; 2026Q2: 40 shares 40 $4.77K <0.01% 0 Timeline INVESCO MAIN STREET FUND - … INVESCO MAIN STREET FUND - CLASS… More: the full row for INVESCO MAIN STREET FUND - CLASS A 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: 148 shares; 2026Q1: 109 shares; 2026Q2: 70 shares 70 $4.65K <0.01% -39 INFQ INFLEQTION INC More: the full row for INFLEQTION 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: 344 shares; 2026Q2: 344 shares 344 $4.58K <0.01% 0 Timeline MFC MANULIFE FINL CORP More: the full row for MANULIFE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 134 shares; 2024Q4: 134 shares; 2025Q1: 134 shares; 2025Q2: 134 shares; 2025Q3: 134 shares; 2025Q4: 134 shares; 2026Q1: 111 shares; 2026Q2: 111 shares 111 $4.5K <0.01% 0 Timeline HALMY HALMA PLC (UK) More: the full row for HALMA PLC (UK) 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: 42 shares; 2026Q1: 42 shares; 2026Q2: 42 shares 42 $4.48K <0.01% 0 Timeline FRPT FRESHPET INC More: the full row for FRESHPET INC 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 $4.43K <0.01% 0 Timeline POST POST HLDGS INC More: the full row for POST HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 50 shares; 2024Q4: 50 shares; 2025Q1: 50 shares; 2025Q2: 50 shares; 2025Q3: 50 shares; 2025Q4: 50 shares; 2026Q1: 50 shares; 2026Q2: 50 shares 50 $4.41K <0.01% 0 Timeline LEU CENTRUS ENERGY CORP More: the full row for CENTRUS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 26 shares; 2026Q2: 26 shares 26 $4.36K <0.01% 0 Timeline ADMA ADMA BIOLOGICS INC More: the full row for ADMA BIOLOGICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 585 shares; 2024Q4: 585 shares; 2025Q1: 585 shares; 2025Q2: 585 shares; 2025Q3: 536 shares; 2025Q4: 536 shares; 2026Q1: 536 shares; 2026Q2: 516 shares 516 $4.32K <0.01% -20 Timeline SRVR PACER FDS TR More: the full row for PACER FDS 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: 130 shares; 2026Q2: 130 shares 130 $4.13K <0.01% 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: 207 shares; 2024Q4: 207 shares; 2025Q1: 207 shares; 2025Q2: 53 shares; 2025Q3: 53 shares; 2025Q4: 53 shares; 2026Q1: 53 shares; 2026Q2: 53 shares 53 $4.13K <0.01% 0 Timeline EA ELECTRONIC ARTS INC More: the full row for ELECTRONIC ARTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20 shares; 2024Q4: 20 shares; 2025Q1: 20 shares; 2025Q2: 20 shares; 2025Q3: 20 shares; 2025Q4: 20 shares; 2026Q1: 20 shares; 2026Q2: 20 shares 20 $4.1K <0.01% 0 Timeline OKLO OKLO INC More: the full row for OKLO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 79 shares; 2026Q1: 94 shares; 2026Q2: 78 shares 78 $4.08K <0.01% -16 Timeline PTON PELOTON INTERACTIVE INC More: the full row for PELOTON INTERACTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 690 shares; 2024Q4: 690 shares; 2025Q1: 690 shares; 2025Q2: 690 shares; 2025Q3: 690 shares; 2025Q4: 690 shares; 2026Q1: 690 shares; 2026Q2: 690 shares 690 $4.08K <0.01% 0 Timeline PLUG PLUG PWR INC More: the full row for PLUG PWR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,500 shares; 2024Q4: 1,500 shares; 2025Q1: 1,500 shares; 2025Q2: 1,500 shares; 2025Q3: 1,500 shares; 2025Q4: 1,500 shares; 2026Q1: 1,500 shares; 2026Q2: 1,500 shares 1,500 $4.07K <0.01% 0 Timeline MOB MOBILICOM LTD More: the full row for MOBILICOM LTD 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: 776 shares 776 $3.98K <0.01% new 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: 167 shares; 2026Q2: 167 shares 167 $3.95K <0.01% 0 Timeline CTSH COGNIZANT TECHNOLOGY SOLUTIO More: the full row for COGNIZANT TECHNOLOGY SOLUTIO 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 $3.87K <0.01% 0 Timeline LUMN LUMEN TECHNOLOGIES INC More: the full row for LUMEN TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 500 shares; 2025Q3: 500 shares; 2025Q4: 500 shares; 2026Q1: 500 shares; 2026Q2: 500 shares 500 $3.84K <0.01% 0 Timeline