SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 56,320 shares 56,320 $43M 13.43% -63 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 60,743 shares 60,743 $20.2M 6.33% -2,244 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 83,427 shares 83,427 $19.1M 5.96% -3,070 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; 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; 2026Q3: 39,193 shares 39,193 $13.1M 4.11% +3,087 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 22,800 shares 22,800 $11.7M 3.66% -1,383 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 34,921 shares 34,921 $8.7M 2.72% -2,024 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; 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; 2026Q3: 9,435 shares 9,435 $6.2M 1.94% -36 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 46,849 shares 46,849 $5.87M 1.84% +681 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 17,366 shares 17,366 $5.74M 1.8% -2,526 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 6,355 shares 6,355 $5.15M 1.61% -637 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 18,334 shares 18,334 $4.85M 1.52% -1,358 Timeline IBDW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 217,216 shares 217,216 $4.36M 1.36% -42,037 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 5,762 shares 5,762 $4.18M 1.31% +19 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 3,366 shares 3,366 $3.89M 1.22% -276 Timeline IBDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 180,078 shares 180,078 $3.8M 1.19% +6,990 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 7,249 shares 7,249 $3.71M 1.16% -154 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 41,138 shares 41,138 $3.71M 1.16% +1,496 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 7,403 shares 7,403 $3.69M 1.15% -1,294 Timeline IBDU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 160,917 shares 160,917 $3.65M 1.14% +2,523 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 18,302 shares 18,302 $3.58M 1.12% +42 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 13,569 shares 13,569 $3.55M 1.11% -158 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 5,540 shares 5,540 $3.39M 1.06% -205 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 23,228 shares 23,228 $3.37M 1.06% -2,399 Timeline IBDT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 133,103 shares 133,103 $3.32M 1.04% +9,991 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 23,346 shares 23,346 $3.18M 0.99% -8,340 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 8,251 shares 8,251 $3.09M 0.97% 0 Timeline IBDX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 123,765 shares 123,765 $2.98M 0.93% -14,397 Timeline IBDY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 113,954 shares 113,954 $2.79M 0.87% -14,186 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 12,636 shares 12,636 $2.58M 0.81% -2,271 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; 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; 2026Q3: 4,135 shares 4,135 $2.52M 0.79% +9 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 21,685 shares 21,685 $2.33M 0.73% -4,612 Timeline IBCA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,452 shares; 2025Q3: 20,372 shares; 2025Q4: 30,605 shares; 2026Q1: 82,036 shares; 2026Q2: 92,232 shares; 2026Q3: 96,173 shares 96,173 $2.31M 0.72% +3,941 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 8,069 shares 8,069 $2.3M 0.72% -880 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 19,068 shares 19,068 $2.29M 0.72% -199 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 9,947 shares 9,947 $2.19M 0.68% +1,733 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 5,400 shares 5,400 $2.06M 0.65% -145 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 23,457 shares 23,457 $2.02M 0.63% -4,099 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 8,599 shares 8,599 $1.99M 0.62% -1,114 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 3,775 shares 3,775 $1.92M 0.6% -65 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 18,158 shares 18,158 $1.89M 0.59% -4,271 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 14,624 shares 14,624 $1.85M 0.58% -1,758 Timeline VOYA INTERMEDIATE BOND I VOYA INTERMEDIATE BOND I More: the full row for VOYA INTERMEDIATE BOND I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 216,933 shares 216,933 $1.8M 0.56% new TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,718 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; 2026Q3: 4,787 shares 4,787 $1.7M 0.53% -100 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 22,896 shares; 2026Q3: 24,481 shares 24,481 $1.7M 0.53% +1,585 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 16,011 shares 16,011 $1.67M 0.52% -22,500 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 21,910 shares 21,910 $1.66M 0.52% +9 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 7,606 shares 7,606 $1.55M 0.49% -1,564 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 3,993 shares 3,993 $1.55M 0.48% -143 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; 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; 2026Q3: 9,080 shares 9,080 $1.38M 0.43% +2,056 Timeline IBDS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 56,990 shares 56,990 $1.37M 0.43% +10,153 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 5,351 shares 5,351 $1.37M 0.43% -3,226 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 5,346 shares 5,346 $1.33M 0.41% -16 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 13,806 shares 13,806 $1.31M 0.41% -31,691 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 8,835 shares 8,835 $1.28M 0.4% +82 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 1,344 shares 1,344 $1.28M 0.4% +11 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 1,393 shares 1,393 $1.27M 0.4% -38 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 3,517 shares 3,517 $1.26M 0.4% -13 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 19,933 shares 19,933 $1.24M 0.39% +222 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; 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; 2026Q3: 9,038 shares 9,038 $1.24M 0.39% +573 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 16,557 shares 16,557 $1.17M 0.37% -11,418 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 6,071 shares 6,071 $1.12M 0.35% -2,492 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 2,522 shares 2,522 $1.06M 0.33% -7 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 5,327 shares 5,327 $1M 0.31% -102 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 21,605 shares 21,605 $991K 0.31% +273 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 7,182 shares 7,182 $986K 0.31% -360 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 11,819 shares 11,819 $980K 0.31% +349 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 1,404 shares 1,404 $943K 0.29% +46 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 865 shares 865 $915K 0.29% -21 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 909 shares; 2025Q1: 926 shares; 2025Q2: 957 shares; 2025Q3: 1,104 shares; 2025Q4: 11,677 shares; 2026Q1: 10,202 shares; 2026Q2: 12,460 shares; 2026Q3: 13,043 shares 13,043 $908K 0.28% +583 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 6,962 shares 6,962 $901K 0.28% -254 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; 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; 2026Q3: 2,980 shares 2,980 $894K 0.28% 0 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 8,492 shares 8,492 $882K 0.28% -164 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 10,151 shares 10,151 $866K 0.27% +236 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 9,128 shares 9,128 $859K 0.27% -234 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 2,946 shares 2,946 $838K 0.26% +135 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,755 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; 2026Q3: 3,122 shares 3,122 $806K 0.25% -130 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 12,952 shares 12,952 $797K 0.25% -188 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 7,960 shares 7,960 $787K 0.25% -176 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 7,487 shares 7,487 $785K 0.25% -72 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 6,647 shares 6,647 $758K 0.24% -73 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 1,956 shares 1,956 $745K 0.23% +54 Timeline IBDR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 30,199 shares 30,199 $732K 0.23% -1,611 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 4,553 shares 4,553 $706K 0.22% +50 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 24,579 shares 24,579 $701K 0.22% +1,430 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 9,990 shares 9,990 $679K 0.21% +646 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; 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; 2026Q3: 5,986 shares 5,986 $664K 0.21% -436 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 12,268 shares 12,268 $655K 0.2% -616 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 8,757 shares 8,757 $630K 0.2% -274 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 11,511 shares 11,511 $627K 0.2% -410 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 2,233 shares 2,233 $615K 0.19% -1,035 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 3,884 shares 3,884 $597K 0.19% 0 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 1,905 shares 1,905 $579K 0.18% +35 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 23,578 shares 23,578 $575K 0.18% +417 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 11,621 shares 11,621 $540K 0.17% -227 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 2,871 shares 2,871 $484K 0.15% -116 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 2,600 shares 2,600 $479K 0.15% +197 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 2,911 shares 2,911 $478K 0.15% -52 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 2,144 shares 2,144 $475K 0.15% -51 Timeline IBCB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,994 shares; 2026Q3: 19,370 shares 19,370 $457K 0.14% +13,376 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; 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; 2026Q3: 6,976 shares 6,976 $454K 0.14% -20 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 2,357 shares 2,357 $450K 0.14% 0 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 5,146 shares 5,146 $441K 0.14% -123 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; 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; 2026Q3: 1,325 shares 1,325 $440K 0.14% -1,324 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; 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; 2026Q3: 3,562 shares 3,562 $419K 0.13% 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 24,000 shares; 2026Q2: 24,000 shares; 2026Q3: 24,674 shares 24,674 $415K 0.13% +674 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; 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; 2026Q3: 2,259 shares 2,259 $414K 0.13% -121 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 665 shares; 2025Q1: 718 shares; 2025Q2: 712 shares; 2025Q3: 693 shares; 2025Q4: 724 shares; 2026Q1: 747 shares; 2026Q2: 700 shares; 2026Q3: 731 shares 731 $403K 0.13% +31 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 5,275 shares 5,275 $370K 0.12% 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; 2024Q4: 505 shares; 2025Q1: 1,010 shares; 2025Q2: 980 shares; 2025Q3: 987 shares; 2025Q4: 979 shares; 2026Q1: 959 shares; 2026Q2: 938 shares; 2026Q3: 908 shares 908 $361K 0.11% -30 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,437 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; 2026Q3: 1,289 shares 1,289 $358K 0.11% 0 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 885 shares 885 $350K 0.11% 0 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 2,115 shares 2,115 $331K 0.1% -281 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 2,644 shares 2,644 $331K 0.1% -30 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,659 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; 2026Q3: 3,061 shares 3,061 $327K 0.1% -14 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 2,097 shares 2,097 $313K 0.1% +225 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 1,841 shares 1,841 $307K 0.1% +19 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 427 shares; 2025Q1: 427 shares; 2025Q2: 498 shares; 2025Q3: 520 shares; 2025Q4: 566 shares; 2026Q1: 558 shares; 2026Q2: 554 shares; 2026Q3: 667 shares 667 $304K 0.1% +113 Timeline EME EMCOR GROUP INC More: the full row for EMCOR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 420 shares; 2025Q1: 420 shares; 2025Q2: 400 shares; 2025Q3: 400 shares; 2025Q4: 400 shares; 2026Q1: 400 shares; 2026Q2: 400 shares; 2026Q3: 400 shares 400 $302K 0.09% 0 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 825 shares; 2025Q1: 782 shares; 2025Q2: 762 shares; 2025Q3: 1,139 shares; 2025Q4: 1,139 shares; 2026Q1: 1,082 shares; 2026Q2: 1,066 shares; 2026Q3: 1,058 shares 1,058 $302K 0.09% -8 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 1,823 shares 1,823 $298K 0.09% -15 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 5,248 shares 5,248 $286K 0.09% 0 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; 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; 2026Q3: 2,510 shares 2,510 $285K 0.09% 0 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 650 shares; 2025Q1: 650 shares; 2025Q2: 674 shares; 2025Q3: 674 shares; 2025Q4: 670 shares; 2026Q1: 600 shares; 2026Q2: 588 shares; 2026Q3: 572 shares 572 $277K 0.09% -16 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 2,939 shares 2,939 $276K 0.09% -30 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 652 shares; 2025Q1: 567 shares; 2025Q2: 564 shares; 2025Q3: 562 shares; 2025Q4: 537 shares; 2026Q1: 562 shares; 2026Q2: 562 shares; 2026Q3: 532 shares 532 $275K 0.09% -30 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 433 shares; 2025Q1: 451 shares; 2025Q2: 400 shares; 2025Q3: 387 shares; 2025Q4: 380 shares; 2026Q1: 384 shares; 2026Q2: 375 shares; 2026Q3: 362 shares 362 $274K 0.09% -13 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 4,547 shares 4,547 $270K 0.08% -12 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 7,354 shares 7,354 $262K 0.08% 0 Timeline PAA PLAINS ALL AMERN PIPELINE L More: the full row for PLAINS ALL AMERN PIPELINE L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 10,800 shares 10,800 $256K 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,244 shares; 2026Q3: 1,210 shares 1,210 $255K 0.08% -34 Timeline BROWN ADVISORY - WMC JAPAN … BROWN ADVISORY - WMC JAPAN EQ. I… More: the full row for BROWN ADVISORY - WMC JAPAN EQ. INST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 17,747 shares 17,747 $254K 0.08% new PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 435 shares; 2025Q1: 435 shares; 2025Q2: 435 shares; 2025Q3: 435 shares; 2025Q4: 430 shares; 2026Q1: 425 shares; 2026Q2: 425 shares; 2026Q3: 394 shares 394 $253K 0.08% -31 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 700 shares; 2025Q4: 700 shares; 2026Q1: 734 shares; 2026Q2: 734 shares; 2026Q3: 734 shares 734 $252K 0.08% 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; 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; 2026Q3: 1,074 shares 1,074 $251K 0.08% -42 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 29,772 shares; 2026Q1: 29,772 shares; 2026Q2: 29,772 shares; 2026Q3: 33,828 shares 33,828 $248K 0.08% +4,056 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,580 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; 2026Q3: 3,663 shares 3,663 $247K 0.08% 0 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 1,063 shares 1,063 $244K 0.08% -145 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 658 shares 658 $235K 0.07% -39 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 355 shares; 2025Q1: 351 shares; 2025Q2: 352 shares; 2025Q3: 351 shares; 2025Q4: 283 shares; 2026Q1: 283 shares; 2026Q2: 286 shares; 2026Q3: 274 shares 274 $234K 0.07% -12 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 449 shares; 2025Q1: 461 shares; 2025Q2: 457 shares; 2025Q3: 457 shares; 2025Q4: 483 shares; 2026Q1: 459 shares; 2026Q2: 443 shares; 2026Q3: 441 shares 441 $231K 0.07% -2 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 630 shares; 2025Q1: 630 shares; 2025Q2: 630 shares; 2025Q3: 630 shares; 2025Q4: 630 shares; 2026Q1: 630 shares; 2026Q2: 630 shares; 2026Q3: 630 shares 630 $225K 0.07% 0 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,557 shares; 2025Q1: 2,500 shares; 2025Q2: 2,126 shares; 2025Q3: 1,429 shares; 2025Q4: 948 shares; 2026Q1: 730 shares; 2026Q2: 629 shares; 2026Q3: 606 shares 606 $222K 0.07% -23 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 1,274 shares 1,274 $212K 0.07% -38 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; 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; 2026Q3: 2,686 shares 2,686 $211K 0.07% 0 MPLX MPLX LP More: the full row for MPLX LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 3,700 shares 3,700 $208K 0.07% 0 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,006 shares; 2025Q1: 2,006 shares; 2025Q2: 888 shares; 2025Q3: 853 shares; 2025Q4: 853 shares; 2026Q1: 834 shares; 2026Q2: 770 shares; 2026Q3: 770 shares 770 $203K 0.06% 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; 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; 2026Q3: 1,480 shares 1,480 $202K 0.06% 0 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 18,876 shares; 2026Q1: 18,876 shares; 2026Q2: 18,876 shares; 2026Q3: 18,876 shares 18,876 $200K 0.06% 0 D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 3,312 shares 3,312 $200K 0.06% -50 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 841 shares; 2025Q1: 831 shares; 2025Q2: 811 shares; 2025Q3: 811 shares; 2025Q4: 786 shares; 2026Q1: 724 shares; 2026Q2: 735 shares; 2026Q3: 727 shares 727 $198K 0.06% -8 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; 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; 2026Q3: 1,342 shares 1,342 $197K 0.06% 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; 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; 2026Q3: 4,990 shares 4,990 $184K 0.06% -10 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 402 shares; 2025Q1: 400 shares; 2025Q2: 400 shares; 2025Q3: 400 shares; 2025Q4: 400 shares; 2026Q1: 383 shares; 2026Q2: 408 shares; 2026Q3: 427 shares 427 $183K 0.06% +19 Timeline HONA HONEYWELL AEROSPACE INC More: the full row for HONEYWELL AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 1,182 shares 1,182 $183K 0.06% new Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 3,178 shares 3,178 $174K 0.05% +265 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 402 shares; 2025Q1: 402 shares; 2025Q2: 402 shares; 2025Q3: 402 shares; 2025Q4: 654 shares; 2026Q1: 654 shares; 2026Q2: 654 shares; 2026Q3: 654 shares 654 $173K 0.05% 0 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 1,718 shares 1,718 $171K 0.05% -33 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,002 shares; 2025Q1: 839 shares; 2025Q2: 679 shares; 2025Q3: 777 shares; 2025Q4: 627 shares; 2026Q1: 664 shares; 2026Q2: 662 shares; 2026Q3: 651 shares 651 $167K 0.05% -11 Timeline FLEX FLEX LTD More: the full row for FLEX LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 1,513 shares 1,513 $166K 0.05% 0 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 250 shares; 2026Q2: 2,735 shares; 2026Q3: 2,735 shares 2,735 $165K 0.05% 0 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; 2024Q4: 2,000 shares; 2025Q1: 2,000 shares; 2025Q2: 2,000 shares; 2025Q3: 2,000 shares; 2025Q4: 2,000 shares; 2026Q1: 2,000 shares; 2026Q2: 2,000 shares; 2026Q3: 2,000 shares 2,000 $165K 0.05% 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; 2024Q4: 270 shares; 2025Q1: 270 shares; 2025Q2: 270 shares; 2025Q3: 270 shares; 2025Q4: 270 shares; 2026Q1: 270 shares; 2026Q2: 270 shares; 2026Q3: 270 shares 270 $164K 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; 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; 2026Q3: 3,053 shares 3,053 $163K 0.05% -141 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 1,902 shares 1,902 $162K 0.05% new Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 1,392 shares 1,392 $161K 0.05% 0 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,500 shares; 2025Q1: 1,493 shares; 2025Q2: 1,493 shares; 2025Q3: 1,493 shares; 2025Q4: 1,280 shares; 2026Q1: 1,214 shares; 2026Q2: 681 shares; 2026Q3: 681 shares 681 $159K 0.05% 0 Timeline NLR VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 1,480 shares 1,480 $153K 0.05% -231 Timeline IYK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 2,144 shares 2,144 $152K 0.05% -137 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 397 shares; 2025Q1: 397 shares; 2025Q2: 845 shares; 2025Q3: 824 shares; 2025Q4: 791 shares; 2026Q1: 791 shares; 2026Q2: 785 shares; 2026Q3: 785 shares 785 $152K 0.05% 0 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,127 shares; 2025Q1: 1,093 shares; 2025Q2: 1,068 shares; 2025Q3: 968 shares; 2025Q4: 958 shares; 2026Q1: 847 shares; 2026Q2: 847 shares; 2026Q3: 844 shares 844 $151K 0.05% -3 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; 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; 2026Q3: 1,121 shares 1,121 $148K 0.05% -56 Timeline SPXV PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,225 shares; 2026Q3: 1,770 shares 1,770 $148K 0.05% +545 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; 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; 2026Q3: 2,400 shares 2,400 $145K 0.05% +1,200 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; 2024Q4: 893 shares; 2025Q1: 893 shares; 2025Q2: 893 shares; 2025Q3: 805 shares; 2025Q4: 800 shares; 2026Q1: 1,447 shares; 2026Q2: 1,427 shares; 2026Q3: 1,425 shares 1,425 $144K 0.05% -2 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 1,407 shares 1,407 $144K 0.04% 0 Timeline BROWN ADVSRY WMC STRAT EURO… BROWN ADVSRY WMC STRAT EURO EQ FD More: the full row for BROWN ADVSRY WMC STRAT EURO EQ FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 7,987 shares 7,987 $143K 0.04% new DTE DTE ENERGY CO More: the full row for DTE ENERGY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 1,167 shares 1,167 $142K 0.04% -33 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; 2024Q4: 1,500 shares; 2025Q1: 1,500 shares; 2025Q2: 1,500 shares; 2025Q3: 1,500 shares; 2025Q4: 1,500 shares; 2026Q1: 1,500 shares; 2026Q2: 1,500 shares; 2026Q3: 1,500 shares 1,500 $141K 0.04% 0 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,084 shares; 2025Q1: 1,088 shares; 2025Q2: 1,067 shares; 2025Q3: 969 shares; 2025Q4: 786 shares; 2026Q1: 794 shares; 2026Q2: 697 shares; 2026Q3: 582 shares 582 $140K 0.04% -115 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 6,948 shares 6,948 $137K 0.04% 0 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 3,820 shares 3,820 $135K 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; 2024Q4: 635 shares; 2025Q1: 659 shares; 2025Q2: 627 shares; 2025Q3: 627 shares; 2025Q4: 626 shares; 2026Q1: 634 shares; 2026Q2: 624 shares; 2026Q3: 624 shares 624 $135K 0.04% 0 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 600 shares; 2025Q1: 600 shares; 2025Q2: 600 shares; 2025Q3: 600 shares; 2025Q4: 600 shares; 2026Q1: 600 shares; 2026Q2: 600 shares; 2026Q3: 600 shares 600 $133K 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; 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; 2026Q3: 1,117 shares 1,117 $133K 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; 2024Q4: 66 shares; 2025Q1: 66 shares; 2025Q2: 66 shares; 2025Q3: 73 shares; 2025Q4: 73 shares; 2026Q1: 68 shares; 2026Q2: 71 shares; 2026Q3: 71 shares 71 $129K 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; 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; 2026Q3: 2,600 shares 2,600 $124K 0.04% 0 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 5,647 shares 5,647 $123K 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; 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; 2026Q3: 1,511 shares 1,511 $121K 0.04% 0 Timeline SPCX SPACE EXPLORATION TECHN CORP More: the full row for SPACE EXPLORATION TECHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 465 shares; 2026Q3: 801 shares 801 $121K 0.04% +336 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 1,230 shares 1,230 $120K 0.04% 0 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 272 shares; 2025Q1: 100 shares; 2025Q2: 285 shares; 2025Q3: 285 shares; 2025Q4: 274 shares; 2026Q1: 324 shares; 2026Q2: 457 shares; 2026Q3: 638 shares 638 $119K 0.04% +181 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; 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; 2026Q3: 1,236 shares 1,236 $117K 0.04% -215 DDOG DATADOG INC More: the full row for DATADOG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 449 shares; 2025Q1: 449 shares; 2025Q2: 425 shares; 2025Q3: 425 shares; 2025Q4: 425 shares; 2026Q1: 425 shares; 2026Q2: 425 shares; 2026Q3: 425 shares 425 $116K 0.04% 0 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 580 shares; 2025Q1: 580 shares; 2025Q2: 580 shares; 2025Q3: 580 shares; 2025Q4: 580 shares; 2026Q1: 580 shares; 2026Q2: 625 shares; 2026Q3: 625 shares 625 $116K 0.04% 0 Timeline HGER HARBOR ETF TRUST More: the full row for HARBOR ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 3,189 shares 3,189 $112K 0.04% new 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; 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; 2026Q3: 2,286 shares 2,286 $110K 0.03% -9 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; 2024Q4: 250 shares; 2025Q1: 250 shares; 2025Q2: 250 shares; 2025Q3: 259 shares; 2025Q4: 259 shares; 2026Q1: 259 shares; 2026Q2: 259 shares; 2026Q3: 259 shares 259 $109K 0.03% 0 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 2,306 shares 2,306 $107K 0.03% -78 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; 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; 2026Q3: 2,818 shares 2,818 $104K 0.03% +362 Timeline GATX GATX CORP More: the full row for GATX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 400 shares; 2025Q1: 400 shares; 2025Q2: 400 shares; 2025Q3: 400 shares; 2025Q4: 600 shares; 2026Q1: 600 shares; 2026Q2: 600 shares; 2026Q3: 600 shares 600 $102K 0.03% 0 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 35 shares; 2025Q1: 35 shares; 2025Q2: 35 shares; 2025Q3: 1,141 shares; 2025Q4: 1,141 shares; 2026Q1: 1,195 shares; 2026Q2: 1,195 shares; 2026Q3: 1,195 shares 1,195 $102K 0.03% 0 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 121 shares; 2025Q1: 121 shares; 2025Q2: 131 shares; 2025Q3: 131 shares; 2025Q4: 131 shares; 2026Q1: 131 shares; 2026Q2: 131 shares; 2026Q3: 131 shares 131 $100K 0.03% 0 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; 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; 2026Q3: 3,153 shares 3,153 $99.2K 0.03% -234 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 497 shares; 2025Q1: 497 shares; 2025Q2: 453 shares; 2025Q3: 653 shares; 2025Q4: 653 shares; 2026Q1: 627 shares; 2026Q2: 605 shares; 2026Q3: 605 shares 605 $95.4K 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; 2024Q4: 815 shares; 2025Q1: 815 shares; 2025Q2: 822 shares; 2025Q3: 815 shares; 2025Q4: 815 shares; 2026Q1: 815 shares; 2026Q2: 815 shares; 2026Q3: 815 shares 815 $94.6K 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; 2024Q4: 255 shares; 2025Q1: 255 shares; 2025Q2: 255 shares; 2025Q3: 255 shares; 2025Q4: 255 shares; 2026Q1: 245 shares; 2026Q2: 245 shares; 2026Q3: 245 shares 245 $93.6K 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; 2024Q4: 919 shares; 2025Q1: 919 shares; 2025Q2: 335 shares; 2025Q3: 335 shares; 2025Q4: 327 shares; 2026Q1: 337 shares; 2026Q2: 334 shares; 2026Q3: 334 shares 334 $92.9K 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; 2024Q4: 58 shares; 2025Q1: 58 shares; 2025Q2: 87 shares; 2025Q3: 99 shares; 2025Q4: 97 shares; 2026Q1: 97 shares; 2026Q2: 97 shares; 2026Q3: 97 shares 97 $92.7K 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; 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; 2026Q3: 1,434 shares 1,434 $92.2K 0.03% -87 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; 2024Q4: 542 shares; 2025Q1: 574 shares; 2025Q2: 574 shares; 2025Q3: 574 shares; 2025Q4: 714 shares; 2026Q1: 714 shares; 2026Q2: 714 shares; 2026Q3: 714 shares 714 $92.1K 0.03% 0 Timeline MGRC MCGRATH RENTCORP More: the full row for MCGRATH RENTCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 500 shares; 2025Q1: 500 shares; 2025Q2: 600 shares; 2025Q3: 600 shares; 2025Q4: 600 shares; 2026Q1: 800 shares; 2026Q2: 800 shares; 2026Q3: 800 shares 800 $91.5K 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; 2024Q4: 1,240 shares; 2025Q1: 1,200 shares; 2025Q2: 505 shares; 2025Q3: 505 shares; 2025Q4: 475 shares; 2026Q1: 475 shares; 2026Q2: 575 shares; 2026Q3: 575 shares 575 $90.7K 0.03% 0 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 1,097 shares 1,097 $90.2K 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; 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; 2026Q3: 3,256 shares 3,256 $89.7K 0.03% -375 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; 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; 2026Q3: 1,032 shares 1,032 $88.2K 0.03% +32 Timeline AZN ASTRAZENECA PLC More: the full row for ASTRAZENECA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 548 shares; 2026Q2: 543 shares; 2026Q3: 544 shares 544 $87.8K 0.03% +1 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 3,949 shares 3,949 $85.9K 0.03% -457 Timeline SUSA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,427 shares; 2025Q1: 2,354 shares; 2025Q2: 729 shares; 2025Q3: 729 shares; 2025Q4: 729 shares; 2026Q1: 549 shares; 2026Q2: 549 shares; 2026Q3: 549 shares 549 $85.5K 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; 2024Q4: 500 shares; 2025Q1: 500 shares; 2025Q2: 500 shares; 2025Q3: 500 shares; 2025Q4: 500 shares; 2026Q1: 700 shares; 2026Q2: 700 shares; 2026Q3: 700 shares 700 $84.8K 0.03% 0 Timeline VTWO VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,324 shares; 2025Q1: 514 shares; 2025Q2: 514 shares; 2025Q3: 514 shares; 2025Q4: 514 shares; 2026Q1: 749 shares; 2026Q2: 749 shares; 2026Q3: 734 shares 734 $82.4K 0.03% -15 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; 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; 2026Q3: 1,333 shares 1,333 $81.9K 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 627 shares; 2026Q1: 604 shares; 2026Q2: 638 shares; 2026Q3: 638 shares 638 $80.2K 0.03% 0 Timeline IONQ IONQ INC More: the full row for IONQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 496 shares; 2025Q4: 512 shares; 2026Q1: 1,630 shares; 2026Q2: 1,614 shares; 2026Q3: 1,814 shares 1,814 $79.6K 0.02% +200 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; 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; 2026Q3: 1,681 shares 1,681 $79.1K 0.02% 0 Timeline DSI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 780 shares; 2025Q1: 799 shares; 2025Q2: 799 shares; 2025Q3: 799 shares; 2025Q4: 734 shares; 2026Q1: 539 shares; 2026Q2: 539 shares; 2026Q3: 539 shares 539 $78.8K 0.02% 0 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 600 shares; 2026Q2: 600 shares; 2026Q3: 600 shares 600 $77.7K 0.02% 0 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 537 shares; 2025Q1: 537 shares; 2025Q2: 537 shares; 2025Q3: 537 shares; 2025Q4: 537 shares; 2026Q1: 537 shares; 2026Q2: 537 shares; 2026Q3: 537 shares 537 $76.4K 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; 2024Q4: 2,400 shares; 2025Q1: 2,400 shares; 2025Q2: 2,400 shares; 2025Q3: 2,400 shares; 2025Q4: 2,400 shares; 2026Q1: 2,400 shares; 2026Q2: 2,400 shares; 2026Q3: 2,400 shares 2,400 $74.8K 0.02% 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; 2024Q4: 65 shares; 2025Q1: 63 shares; 2025Q2: 63 shares; 2025Q3: 223 shares; 2025Q4: 223 shares; 2026Q1: 223 shares; 2026Q2: 223 shares; 2026Q3: 209 shares 209 $74.3K 0.02% -14 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 2,466 shares 2,466 $74.3K 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; 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; 2026Q3: 1,600 shares 1,600 $74.2K 0.02% 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,726 shares; 2026Q2: 3,726 shares; 2026Q3: 3,231 shares 3,231 $73.3K 0.02% -495 HYDB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 882 shares; 2025Q1: 882 shares; 2025Q2: 882 shares; 2025Q3: 882 shares; 2025Q4: 882 shares; 2026Q1: 1,682 shares; 2026Q2: 1,629 shares; 2026Q3: 1,629 shares 1,629 $73.2K 0.02% 0 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 1,803 shares 1,803 $72.8K 0.02% -35 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 324 shares; 2025Q1: 324 shares; 2025Q2: 408 shares; 2025Q3: 408 shares; 2025Q4: 324 shares; 2026Q1: 291 shares; 2026Q2: 291 shares; 2026Q3: 327 shares 327 $72.7K 0.02% +36 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; 2024Q4: 200 shares; 2025Q1: 200 shares; 2025Q2: 200 shares; 2025Q3: 200 shares; 2025Q4: 200 shares; 2026Q1: 200 shares; 2026Q2: 287 shares; 2026Q3: 262 shares 262 $72.6K 0.02% -25 Timeline IBMS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,335 shares; 2026Q2: 2,888 shares; 2026Q3: 2,888 shares 2,888 $72.2K 0.02% 0 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; 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; 2026Q3: 1,015 shares 1,015 $70.9K 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,082 shares; 2025Q3: 1,082 shares; 2025Q4: 1,082 shares; 2026Q1: 818 shares; 2026Q2: 818 shares; 2026Q3: 818 shares 818 $68.8K 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; 2024Q4: 450 shares; 2025Q1: 450 shares; 2025Q2: 450 shares; 2025Q3: 450 shares; 2025Q4: 450 shares; 2026Q1: 450 shares; 2026Q2: 450 shares; 2026Q3: 450 shares 450 $68.4K 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; 2024Q4: 105 shares; 2025Q1: 105 shares; 2025Q2: 105 shares; 2025Q3: 105 shares; 2025Q4: 105 shares; 2026Q1: 105 shares; 2026Q2: 405 shares; 2026Q3: 405 shares 405 $66.5K 0.02% 0 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,633 shares; 2025Q1: 2,328 shares; 2025Q2: 1,268 shares; 2025Q3: 1,138 shares; 2025Q4: 961 shares; 2026Q1: 825 shares; 2026Q2: 722 shares; 2026Q3: 706 shares 706 $66K 0.02% -16 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 2,030 shares 2,030 $65.3K 0.02% 0 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 201 shares; 2025Q1: 201 shares; 2025Q2: 201 shares; 2025Q3: 201 shares; 2025Q4: 210 shares; 2026Q1: 201 shares; 2026Q2: 201 shares; 2026Q3: 201 shares 201 $65K 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; 2024Q4: 1,500 shares; 2025Q1: 1,500 shares; 2025Q2: 1,500 shares; 2025Q3: 1,500 shares; 2025Q4: 1,500 shares; 2026Q1: 1,500 shares; 2026Q2: 1,500 shares; 2026Q3: 1,500 shares 1,500 $64.8K 0.02% 0 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 828 shares 828 $64.5K 0.02% -186 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; 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; 2026Q3: 1,157 shares 1,157 $63.3K 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; 2024Q4: 235 shares; 2025Q1: 235 shares; 2025Q2: 235 shares; 2025Q3: 215 shares; 2025Q4: 215 shares; 2026Q1: 408 shares; 2026Q2: 400 shares; 2026Q3: 400 shares 400 $61.8K 0.02% 0 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 609 shares; 2025Q1: 609 shares; 2025Q2: 609 shares; 2025Q3: 609 shares; 2025Q4: 609 shares; 2026Q1: 409 shares; 2026Q2: 409 shares; 2026Q3: 409 shares 409 $59.2K 0.02% 0 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; 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; 2026Q3: 1,993 shares 1,993 $56.8K 0.02% 0 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; 2024Q4: 896 shares; 2025Q1: 896 shares; 2025Q2: 896 shares; 2025Q3: 866 shares; 2025Q4: 837 shares; 2026Q1: 837 shares; 2026Q2: 826 shares; 2026Q3: 826 shares 826 $56K 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 100 shares; 2026Q2: 100 shares; 2026Q3: 100 shares 100 $56K 0.02% 0 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 266 shares; 2026Q2: 266 shares; 2026Q3: 266 shares 266 $55.1K 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; 2024Q4: 335 shares; 2025Q1: 335 shares; 2025Q2: 211 shares; 2025Q3: 210 shares; 2025Q4: 220 shares; 2026Q1: 215 shares; 2026Q2: 215 shares; 2026Q3: 195 shares 195 $54.6K 0.02% -20 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 316 shares; 2025Q4: 236 shares; 2026Q1: 236 shares; 2026Q2: 236 shares; 2026Q3: 236 shares 236 $54.5K 0.02% 0 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 523 shares; 2026Q3: 496 shares 496 $54.2K 0.02% -27 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 409 shares; 2026Q3: 409 shares 409 $53.1K 0.02% 0 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 694 shares; 2025Q1: 694 shares; 2025Q2: 670 shares; 2025Q3: 633 shares; 2025Q4: 515 shares; 2026Q1: 515 shares; 2026Q2: 515 shares; 2026Q3: 656 shares 656 $52.9K 0.02% +141 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; 2024Q4: 198 shares; 2025Q1: 198 shares; 2025Q2: 135 shares; 2025Q3: 170 shares; 2025Q4: 170 shares; 2026Q1: 185 shares; 2026Q2: 185 shares; 2026Q3: 195 shares 195 $52.5K 0.02% +10 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 85 shares; 2025Q1: 85 shares; 2025Q2: 65 shares; 2025Q3: 65 shares; 2025Q4: 81 shares; 2026Q1: 69 shares; 2026Q2: 72 shares; 2026Q3: 76 shares 76 $51.3K 0.02% +4 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; 2024Q4: 300 shares; 2025Q1: 300 shares; 2025Q2: 300 shares; 2025Q3: 300 shares; 2025Q4: 300 shares; 2026Q1: 300 shares; 2026Q2: 300 shares; 2026Q3: 300 shares 300 $51.2K 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; 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; 2026Q3: 647 shares 647 $50.4K 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; 2024Q4: 265 shares; 2025Q1: 265 shares; 2025Q2: 406 shares; 2025Q3: 406 shares; 2025Q4: 398 shares; 2026Q1: 368 shares; 2026Q2: 368 shares; 2026Q3: 368 shares 368 $50.3K 0.02% 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; 2024Q4: 800 shares; 2025Q1: 800 shares; 2025Q2: 800 shares; 2025Q3: 800 shares; 2025Q4: 800 shares; 2026Q1: 800 shares; 2026Q2: 800 shares; 2026Q3: 800 shares 800 $49.9K 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; 2024Q4: 473 shares; 2025Q1: 473 shares; 2025Q2: 473 shares; 2025Q3: 473 shares; 2025Q4: 473 shares; 2026Q1: 473 shares; 2026Q2: 411 shares; 2026Q3: 411 shares 411 $48.8K 0.02% 0 Timeline WAT WATERS CORP More: the full row for WATERS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 115 shares; 2026Q2: 110 shares; 2026Q3: 110 shares 110 $48.3K 0.02% 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; 2024Q4: 250 shares; 2025Q1: 250 shares; 2025Q2: 250 shares; 2025Q3: 250 shares; 2025Q4: 250 shares; 2026Q1: 250 shares; 2026Q2: 250 shares; 2026Q3: 250 shares 250 $48.1K 0.02% 0 Timeline 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; 2024Q4: 640 shares; 2025Q1: 640 shares; 2025Q2: 140 shares; 2025Q3: 140 shares; 2025Q4: 280 shares; 2026Q1: 274 shares; 2026Q2: 274 shares; 2026Q3: 440 shares 440 $47.9K 0.01% +166 Timeline FNDF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 361 shares; 2025Q1: 361 shares; 2025Q2: 361 shares; 2025Q3: 757 shares; 2025Q4: 951 shares; 2026Q1: 951 shares; 2026Q2: 951 shares; 2026Q3: 878 shares 878 $47.2K 0.01% -73 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; 2024Q4: 150 shares; 2025Q1: 150 shares; 2025Q2: 150 shares; 2025Q3: 150 shares; 2025Q4: 150 shares; 2026Q1: 150 shares; 2026Q2: 150 shares; 2026Q3: 150 shares 150 $46.4K 0.01% 0 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 796 shares 796 $46K 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; 2024Q4: 741 shares; 2025Q1: 626 shares; 2025Q2: 546 shares; 2025Q3: 546 shares; 2025Q4: 1,092 shares; 2026Q1: 1,092 shares; 2026Q2: 942 shares; 2026Q3: 942 shares 942 $45.9K 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; 2024Q4: 500 shares; 2025Q1: 500 shares; 2025Q2: 500 shares; 2025Q3: 500 shares; 2025Q4: 500 shares; 2026Q1: 500 shares; 2026Q2: 500 shares; 2026Q3: 500 shares 500 $44.4K 0.01% 0 Timeline EFIV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 595 shares 595 $44.1K 0.01% new 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; 2024Q4: 900 shares; 2025Q1: 900 shares; 2025Q2: 900 shares; 2025Q3: 900 shares; 2025Q4: 900 shares; 2026Q1: 900 shares; 2026Q2: 900 shares; 2026Q3: 900 shares 900 $43.3K 0.01% 0 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 849 shares; 2025Q3: 849 shares; 2025Q4: 849 shares; 2026Q1: 665 shares; 2026Q2: 665 shares; 2026Q3: 665 shares 665 $42.5K 0.01% 0 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 810 shares; 2025Q1: 810 shares; 2025Q2: 797 shares; 2025Q3: 618 shares; 2025Q4: 1,326 shares; 2026Q1: 1,182 shares; 2026Q2: 1,159 shares; 2026Q3: 1,076 shares 1,076 $42.4K 0.01% -83 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; 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; 2026Q3: 2,500 shares 2,500 $42.2K 0.01% 0 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; 2024Q4: 500 shares; 2025Q1: 500 shares; 2025Q2: 500 shares; 2025Q3: 500 shares; 2025Q4: 500 shares; 2026Q1: 500 shares; 2026Q2: 500 shares; 2026Q3: 500 shares 500 $42K 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; 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; 2026Q3: 1,260 shares 1,260 $41.7K 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; 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; 2026Q3: 1,274 shares 1,274 $41.6K 0.01% -106 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 111 shares; 2025Q2: 111 shares; 2025Q3: 481 shares; 2025Q4: 146 shares; 2026Q1: 242 shares; 2026Q2: 242 shares; 2026Q3: 484 shares 484 $40.8K 0.01% +242 Timeline 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; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares; 2026Q1: 1,000 shares; 2026Q2: 1,000 shares; 2026Q3: 1,000 shares 1,000 $40.2K 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; 2024Q4: 250 shares; 2025Q1: 352 shares; 2025Q2: 343 shares; 2025Q3: 340 shares; 2025Q4: 292 shares; 2026Q1: 299 shares; 2026Q2: 258 shares; 2026Q3: 228 shares 228 $40K 0.01% -30 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; 2024Q4: 1,067 shares; 2025Q1: 847 shares; 2025Q2: 847 shares; 2025Q3: 928 shares; 2025Q4: 825 shares; 2026Q1: 617 shares; 2026Q2: 617 shares; 2026Q3: 608 shares 608 $39.7K 0.01% -9 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,300 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; 2026Q3: 3,184 shares 3,184 $38.4K 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; 2024Q4: 460 shares; 2025Q1: 460 shares; 2025Q2: 460 shares; 2025Q3: 460 shares; 2025Q4: 460 shares; 2026Q1: 460 shares; 2026Q2: 460 shares; 2026Q3: 460 shares 460 $38.4K 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 447 shares; 2026Q1: 447 shares; 2026Q2: 447 shares; 2026Q3: 447 shares 447 $38.2K 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 564 shares; 2026Q2: 719 shares; 2026Q3: 634 shares 634 $38.1K 0.01% -85 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 296 shares; 2025Q1: 296 shares; 2025Q2: 296 shares; 2025Q3: 282 shares; 2025Q4: 282 shares; 2026Q1: 282 shares; 2026Q2: 276 shares; 2026Q3: 276 shares 276 $38K 0.01% 0 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 79 shares; 2025Q1: 79 shares; 2025Q2: 79 shares; 2025Q3: 79 shares; 2025Q4: 79 shares; 2026Q1: 79 shares; 2026Q2: 77 shares; 2026Q3: 77 shares 77 $37.9K 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; 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; 2026Q3: 2,213 shares 2,213 $37.6K 0.01% 0 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 490 shares; 2026Q2: 727 shares; 2026Q3: 727 shares 727 $36.5K 0.01% 0 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 80 shares; 2026Q1: 80 shares; 2026Q2: 80 shares; 2026Q3: 80 shares 80 $36.4K 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 500 shares; 2026Q3: 601 shares 601 $35.4K 0.01% +101 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,503 shares; 2026Q3: 1,583 shares 1,583 $35.1K 0.01% +80 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; 2024Q4: 410 shares; 2025Q1: 410 shares; 2025Q2: 410 shares; 2025Q3: 860 shares; 2025Q4: 1,080 shares; 2026Q1: 1,080 shares; 2026Q2: 1,080 shares; 2026Q3: 997 shares 997 $34.9K 0.01% -83 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,648 shares; 2025Q1: 1,044 shares; 2025Q2: 1,044 shares; 2025Q3: 1,044 shares; 2025Q4: 842 shares; 2026Q1: 785 shares; 2026Q2: 785 shares; 2026Q3: 785 shares 785 $34.5K 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; 2024Q4: 675 shares; 2025Q1: 675 shares; 2025Q2: 675 shares; 2025Q3: 675 shares; 2025Q4: 675 shares; 2026Q1: 675 shares; 2026Q2: 675 shares; 2026Q3: 675 shares 675 $34.1K 0.01% 0 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 911 shares; 2025Q3: 821 shares; 2025Q4: 821 shares; 2026Q1: 619 shares; 2026Q2: 619 shares; 2026Q3: 619 shares 619 $33.9K 0.01% 0 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; 2024Q4: 160 shares; 2025Q1: 210 shares; 2025Q2: 210 shares; 2025Q3: 210 shares; 2025Q4: 210 shares; 2026Q1: 210 shares; 2026Q2: 210 shares; 2026Q3: 210 shares 210 $33.8K 0.01% 0 Timeline IBMT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,354 shares; 2026Q1: 1,354 shares; 2026Q2: 1,354 shares; 2026Q3: 1,354 shares 1,354 $33.4K 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 10,000 shares; 2026Q3: 10,000 shares 10,000 $33.2K 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; 2024Q4: 160 shares; 2025Q1: 160 shares; 2025Q2: 160 shares; 2025Q3: 160 shares; 2025Q4: 160 shares; 2026Q1: 160 shares; 2026Q2: 160 shares; 2026Q3: 160 shares 160 $32.8K 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; 2024Q4: 1,346 shares; 2025Q1: 852 shares; 2025Q2: 771 shares; 2025Q3: 464 shares; 2025Q4: 139 shares; 2026Q1: 131 shares; 2026Q2: 817 shares; 2026Q3: 700 shares 700 $32.2K 0.01% -117 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 553 shares; 2025Q1: 553 shares; 2025Q2: 553 shares; 2025Q3: 552 shares; 2025Q4: 549 shares; 2026Q1: 549 shares; 2026Q2: 536 shares; 2026Q3: 536 shares 536 $31.4K 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; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares; 2026Q1: 1,000 shares; 2026Q2: 1,000 shares; 2026Q3: 1,000 shares 1,000 $31.1K 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; 2024Q4: 88 shares; 2025Q1: 88 shares; 2025Q2: 89 shares; 2025Q3: 88 shares; 2025Q4: 88 shares; 2026Q1: 88 shares; 2026Q2: 88 shares; 2026Q3: 88 shares 88 $30.7K 0.01% 0 Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 307 shares; 2025Q1: 282 shares; 2025Q2: 382 shares; 2025Q3: 722 shares; 2025Q4: 615 shares; 2026Q1: 846 shares; 2026Q2: 722 shares; 2026Q3: 552 shares 552 $30.5K 0.01% -170 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; 2024Q4: 80 shares; 2025Q1: 80 shares; 2025Q2: 80 shares; 2025Q3: 145 shares; 2025Q4: 80 shares; 2026Q1: 80 shares; 2026Q2: 80 shares; 2026Q3: 80 shares 80 $29.9K 0.01% 0 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 513 shares 513 $29.7K 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; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares; 2026Q1: 1,000 shares; 2026Q2: 1,000 shares; 2026Q3: 1,000 shares 1,000 $29.6K 0.01% 0 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; 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; 2026Q3: 1,867 shares 1,867 $29.4K 0.01% 0 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; 2024Q4: 250 shares; 2025Q1: 250 shares; 2025Q2: 250 shares; 2025Q3: 250 shares; 2025Q4: 250 shares; 2026Q1: 250 shares; 2026Q2: 250 shares; 2026Q3: 250 shares 250 $29.4K 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; 2024Q4: 651 shares; 2025Q1: 675 shares; 2025Q2: 620 shares; 2025Q3: 604 shares; 2025Q4: 542 shares; 2026Q1: 459 shares; 2026Q2: 372 shares; 2026Q3: 303 shares 303 $29.1K 0.01% -69 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; 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; 2026Q3: 2,900 shares 2,900 $28.5K 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 82 shares; 2025Q4: 82 shares; 2026Q1: 82 shares; 2026Q2: 82 shares; 2026Q3: 82 shares 82 $28.5K 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,180 shares; 2026Q3: 1,180 shares 1,180 $28.4K 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; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 100 shares; 2025Q4: 100 shares; 2026Q1: 100 shares; 2026Q2: 100 shares; 2026Q3: 100 shares 100 $27.5K 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 411 shares; 2025Q4: 449 shares; 2026Q1: 449 shares; 2026Q2: 449 shares; 2026Q3: 1,649 shares 1,649 $27.3K 0.01% +1,200 Timeline TWLO TWILIO INC More: the full row for TWILIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 113 shares; 2025Q1: 113 shares; 2025Q2: 113 shares; 2025Q3: 93 shares; 2025Q4: 93 shares; 2026Q1: 93 shares; 2026Q2: 93 shares; 2026Q3: 93 shares 93 $27.2K 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 638 shares; 2026Q2: 638 shares; 2026Q3: 638 shares 638 $26.7K 0.01% 0 Timeline BBY BEST BUY INC More: the full row for BEST BUY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 325 shares; 2025Q1: 325 shares; 2025Q2: 325 shares; 2025Q3: 325 shares; 2025Q4: 300 shares; 2026Q1: 300 shares; 2026Q2: 300 shares; 2026Q3: 300 shares 300 $26.5K 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 600 shares; 2026Q2: 600 shares; 2026Q3: 600 shares 600 $26K 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; 2024Q4: 15 shares; 2025Q1: 15 shares; 2025Q2: 15 shares; 2025Q3: 15 shares; 2025Q4: 17 shares; 2026Q1: 15 shares; 2026Q2: 15 shares; 2026Q3: 15 shares 15 $25.9K 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; 2024Q4: 121 shares; 2025Q1: 121 shares; 2025Q2: 121 shares; 2025Q3: 118 shares; 2025Q4: 118 shares; 2026Q1: 118 shares; 2026Q2: 117 shares; 2026Q3: 117 shares 117 $24.4K 0.01% 0 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 300 shares; 2025Q1: 300 shares; 2025Q2: 300 shares; 2025Q3: 300 shares; 2025Q4: 300 shares; 2026Q1: 300 shares; 2026Q2: 273 shares; 2026Q3: 269 shares 269 $24.1K 0.01% -4 Timeline 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; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares; 2026Q1: 1,000 shares; 2026Q2: 1,000 shares; 2026Q3: 1,000 shares 1,000 $24K 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; 2024Q4: 51 shares; 2025Q1: 49 shares; 2025Q2: 49 shares; 2025Q3: 59 shares; 2025Q4: 72 shares; 2026Q1: 72 shares; 2026Q2: 72 shares; 2026Q3: 59 shares 59 $24K 0.01% -13 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 309 shares; 2025Q1: 309 shares; 2025Q2: 309 shares; 2025Q3: 309 shares; 2025Q4: 199 shares; 2026Q1: 199 shares; 2026Q2: 199 shares; 2026Q3: 199 shares 199 $23.8K 0.01% 0 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 228 shares; 2025Q1: 228 shares; 2025Q2: 228 shares; 2025Q3: 220 shares; 2025Q4: 220 shares; 2026Q1: 220 shares; 2026Q2: 173 shares; 2026Q3: 165 shares 165 $23.5K 0.01% -8 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 10 shares; 2025Q1: 20 shares; 2025Q2: 20 shares; 2025Q3: 19 shares; 2025Q4: 9 shares; 2026Q1: 9 shares; 2026Q2: 120 shares; 2026Q3: 120 shares 120 $23.4K 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; 2024Q4: 202 shares; 2025Q1: 170 shares; 2025Q2: 170 shares; 2025Q3: 170 shares; 2025Q4: 170 shares; 2026Q1: 148 shares; 2026Q2: 148 shares; 2026Q3: 148 shares 148 $23K 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 470 shares; 2026Q1: 419 shares; 2026Q2: 412 shares; 2026Q3: 405 shares 405 $22.8K 0.01% -7 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 340 shares; 2025Q1: 340 shares; 2025Q2: 340 shares; 2025Q3: 340 shares; 2025Q4: 340 shares; 2026Q1: 340 shares; 2026Q2: 340 shares; 2026Q3: 340 shares 340 $22.7K 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; 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; 2026Q3: 1,200 shares 1,200 $22.2K 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; 2024Q4: 569 shares; 2025Q1: 569 shares; 2025Q2: 569 shares; 2025Q3: 569 shares; 2025Q4: 569 shares; 2026Q1: 850 shares; 2026Q2: 818 shares; 2026Q3: 818 shares 818 $22.2K 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; 2024Q4: 120 shares; 2025Q1: 120 shares; 2025Q2: 120 shares; 2025Q3: 120 shares; 2025Q4: 120 shares; 2026Q1: 120 shares; 2026Q2: 120 shares; 2026Q3: 120 shares 120 $22.1K 0.01% 0 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 207 shares; 2025Q1: 207 shares; 2025Q2: 207 shares; 2025Q3: 207 shares; 2025Q4: 207 shares; 2026Q1: 207 shares; 2026Q2: 207 shares; 2026Q3: 207 shares 207 $21.9K 0.01% 0 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; 2024Q4: 304 shares; 2025Q1: 304 shares; 2025Q2: 304 shares; 2025Q3: 304 shares; 2025Q4: 304 shares; 2026Q1: 231 shares; 2026Q2: 231 shares; 2026Q3: 213 shares 213 $21.8K 0.01% -18 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 157 shares; 2026Q3: 88 shares 88 $21.2K 0.01% -69 Timeline LFUS LITTELFUSE INC More: the full row for LITTELFUSE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 50 shares; 2025Q1: 50 shares; 2025Q2: 50 shares; 2025Q3: 50 shares; 2025Q4: 50 shares; 2026Q1: 50 shares; 2026Q2: 50 shares; 2026Q3: 50 shares 50 $21.2K 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; 2024Q4: 275 shares; 2025Q1: 275 shares; 2025Q2: 275 shares; 2025Q3: 275 shares; 2025Q4: 275 shares; 2026Q1: 275 shares; 2026Q2: 275 shares; 2026Q3: 275 shares 275 $20.9K 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; 2024Q4: 375 shares; 2025Q1: 375 shares; 2025Q2: 375 shares; 2025Q3: 375 shares; 2025Q4: 375 shares; 2026Q1: 300 shares; 2026Q2: 300 shares; 2026Q3: 300 shares 300 $20.8K 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 161 shares; 2025Q4: 194 shares; 2026Q1: 194 shares; 2026Q2: 194 shares; 2026Q3: 298 shares 298 $20.8K 0.01% +104 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; 2024Q4: 300 shares; 2025Q1: 300 shares; 2025Q2: 300 shares; 2025Q3: 300 shares; 2025Q4: 300 shares; 2026Q1: 300 shares; 2026Q2: 300 shares; 2026Q3: 300 shares 300 $20.7K 0.01% 0 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 75 shares; 2025Q1: 75 shares; 2025Q2: 75 shares; 2025Q3: 75 shares; 2025Q4: 75 shares; 2026Q1: 75 shares; 2026Q2: 75 shares; 2026Q3: 75 shares 75 $20.6K 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; 2024Q4: 12 shares; 2025Q1: 12 shares; 2025Q2: 12 shares; 2025Q3: 27 shares; 2025Q4: 12 shares; 2026Q1: 12 shares; 2026Q2: 12 shares; 2026Q3: 12 shares 12 $20.5K 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; 2024Q4: 115 shares; 2025Q1: 115 shares; 2025Q2: 115 shares; 2025Q3: 115 shares; 2025Q4: 115 shares; 2026Q1: 115 shares; 2026Q2: 115 shares; 2026Q3: 115 shares 115 $20.5K 0.01% 0 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 465 shares; 2025Q1: 447 shares; 2025Q2: 431 shares; 2025Q3: 383 shares; 2025Q4: 359 shares; 2026Q1: 356 shares; 2026Q2: 287 shares; 2026Q3: 287 shares 287 $20.2K 0.01% 0 Timeline EADSY AIRBUS SE - UNSP ADR More: the full row for AIRBUS SE - UNSP ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 368 shares; 2025Q4: 368 shares; 2026Q1: 368 shares; 2026Q2: 368 shares; 2026Q3: 368 shares 368 $19.7K 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; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares; 2026Q1: 1,000 shares; 2026Q2: 1,000 shares; 2026Q3: 1,000 shares 1,000 $19K 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 125 shares; 2026Q3: 125 shares 125 $19K 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; 2024Q4: 860 shares; 2025Q1: 860 shares; 2025Q2: 860 shares; 2025Q3: 860 shares; 2025Q4: 860 shares; 2026Q1: 860 shares; 2026Q2: 860 shares; 2026Q3: 860 shares 860 $18.9K 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; 2024Q4: 75 shares; 2025Q1: 75 shares; 2025Q2: 193 shares; 2025Q3: 193 shares; 2025Q4: 174 shares; 2026Q1: 174 shares; 2026Q2: 174 shares; 2026Q3: 174 shares 174 $18.6K 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; 2024Q4: 103 shares; 2025Q1: 103 shares; 2025Q2: 103 shares; 2025Q3: 103 shares; 2025Q4: 354 shares; 2026Q1: 354 shares; 2026Q2: 354 shares; 2026Q3: 354 shares 354 $18.4K 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 960 shares; 2025Q4: 960 shares; 2026Q1: 960 shares; 2026Q2: 960 shares; 2026Q3: 960 shares 960 $18.3K 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; 2024Q4: 80 shares; 2025Q1: 80 shares; 2025Q2: 80 shares; 2025Q3: 80 shares; 2025Q4: 80 shares; 2026Q1: 80 shares; 2026Q2: 80 shares; 2026Q3: 80 shares 80 $18.1K 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 221 shares; 2026Q1: 221 shares; 2026Q2: 221 shares; 2026Q3: 221 shares 221 $17.8K 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; 2024Q4: 915 shares; 2025Q1: 915 shares; 2025Q2: 915 shares; 2025Q3: 915 shares; 2025Q4: 915 shares; 2026Q1: 915 shares; 2026Q2: 915 shares; 2026Q3: 915 shares 915 $17.3K 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; 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; 2026Q3: 356 shares 356 $17.2K 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 539 shares; 2025Q3: 539 shares; 2025Q4: 539 shares; 2026Q1: 408 shares; 2026Q2: 408 shares; 2026Q3: 408 shares 408 $16.9K 0.01% 0 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 360 shares; 2026Q3: 360 shares 360 $16.6K 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; 2024Q4: 150 shares; 2025Q1: 150 shares; 2025Q2: 150 shares; 2025Q3: 150 shares; 2025Q4: 150 shares; 2026Q1: 150 shares; 2026Q2: 150 shares; 2026Q3: 150 shares 150 $16.5K 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; 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; 2026Q3: 1,550 shares 1,550 $16.4K 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; 2024Q4: 350 shares; 2025Q1: 350 shares; 2025Q2: 350 shares; 2025Q3: 350 shares; 2025Q4: 200 shares; 2026Q1: 200 shares; 2026Q2: 200 shares; 2026Q3: 200 shares 200 $16.2K 0.01% 0 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 165 shares; 2025Q1: 295 shares; 2025Q2: 295 shares; 2025Q3: 165 shares; 2025Q4: 165 shares; 2026Q1: 165 shares; 2026Q2: 165 shares; 2026Q3: 165 shares 165 $16.1K 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 335 shares; 2026Q3: 335 shares 335 $16.1K 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; 2024Q4: 235 shares; 2025Q1: 235 shares; 2025Q2: 235 shares; 2025Q3: 235 shares; 2025Q4: 235 shares; 2026Q1: 235 shares; 2026Q2: 235 shares; 2026Q3: 235 shares 235 $15.8K <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; 2024Q4: 400 shares; 2025Q1: 400 shares; 2025Q2: 400 shares; 2025Q3: 400 shares; 2025Q4: 400 shares; 2026Q1: 400 shares; 2026Q2: 400 shares; 2026Q3: 400 shares 400 $15.5K <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; 2024Q4: 900 shares; 2025Q1: 900 shares; 2025Q2: 900 shares; 2025Q3: 900 shares; 2025Q4: 900 shares; 2026Q1: 900 shares; 2026Q2: 900 shares; 2026Q3: 900 shares 900 $15.3K <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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 173 shares; 2026Q1: 173 shares; 2026Q2: 173 shares; 2026Q3: 173 shares 173 $15.2K <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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 568 shares; 2026Q1: 568 shares; 2026Q2: 568 shares; 2026Q3: 568 shares 568 $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; 2024Q4: 600 shares; 2025Q1: 600 shares; 2025Q2: 600 shares; 2025Q3: 600 shares; 2025Q4: 600 shares; 2026Q1: 600 shares; 2026Q2: 600 shares; 2026Q3: 600 shares 600 $15K <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; 2024Q4: 600 shares; 2025Q1: 600 shares; 2025Q2: 600 shares; 2025Q3: 600 shares; 2025Q4: 600 shares; 2026Q1: 600 shares; 2026Q2: 600 shares; 2026Q3: 600 shares 600 $14.6K <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; 2024Q4: 95 shares; 2025Q1: 95 shares; 2025Q2: 95 shares; 2025Q3: 95 shares; 2025Q4: 95 shares; 2026Q1: 95 shares; 2026Q2: 95 shares; 2026Q3: 95 shares 95 $14.5K <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; 2024Q4: 20 shares; 2025Q1: 20 shares; 2025Q2: 20 shares; 2025Q3: 20 shares; 2025Q4: 63 shares; 2026Q1: 61 shares; 2026Q2: 61 shares; 2026Q3: 61 shares 61 $14.4K <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; 2024Q4: 1,500 shares; 2025Q1: 1,500 shares; 2025Q2: 1,500 shares; 2025Q3: 1,500 shares; 2025Q4: 1,500 shares; 2026Q1: 1,500 shares; 2026Q2: 1,500 shares; 2026Q3: 1,500 shares 1,500 $14.4K <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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 750 shares; 2026Q2: 750 shares; 2026Q3: 750 shares 750 $14K <0.01% 0 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 30 shares; 2025Q1: 140 shares; 2025Q2: 170 shares; 2025Q3: 170 shares; 2025Q4: 171 shares; 2026Q1: 174 shares; 2026Q2: 153 shares; 2026Q3: 85 shares 85 $13.9K <0.01% -68 Timeline NDAQ NASDAQ INC More: the full row for NASDAQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 150 shares; 2025Q1: 150 shares; 2025Q2: 150 shares; 2025Q3: 150 shares; 2025Q4: 197 shares; 2026Q1: 150 shares; 2026Q2: 150 shares; 2026Q3: 150 shares 150 $13.8K <0.01% 0 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; 2024Q4: 50 shares; 2025Q1: 50 shares; 2025Q2: 50 shares; 2025Q3: 50 shares; 2025Q4: 50 shares; 2026Q1: 50 shares; 2026Q2: 50 shares; 2026Q3: 50 shares 50 $13.2K <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; 2024Q4: 75 shares; 2025Q1: 75 shares; 2025Q2: 75 shares; 2025Q3: 75 shares; 2025Q4: 75 shares; 2026Q1: 75 shares; 2026Q2: 75 shares; 2026Q3: 75 shares 75 $13.1K <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; 2024Q4: 29 shares; 2025Q1: 29 shares; 2025Q2: 20 shares; 2025Q3: 20 shares; 2025Q4: 20 shares; 2026Q1: 20 shares; 2026Q2: 30 shares; 2026Q3: 30 shares 30 $13K <0.01% 0 Timeline ITB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 516 shares; 2025Q1: 325 shares; 2025Q2: 180 shares; 2025Q3: 180 shares; 2025Q4: 180 shares; 2026Q1: 165 shares; 2026Q2: 149 shares; 2026Q3: 149 shares 149 $13K <0.01% 0 Timeline ALLE ALLEGION PLC More: the full row for ALLEGION PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 52 shares; 2025Q1: 52 shares; 2025Q2: 52 shares; 2025Q3: 52 shares; 2025Q4: 52 shares; 2026Q1: 44 shares; 2026Q2: 44 shares; 2026Q3: 84 shares 84 $12.9K <0.01% +40 Timeline HII HUNTINGTON INGALLS INDS INC More: the full row for HUNTINGTON INGALLS INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 48 shares; 2025Q3: 48 shares; 2025Q4: 48 shares; 2026Q1: 48 shares; 2026Q2: 48 shares; 2026Q3: 48 shares 48 $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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 187 shares; 2026Q2: 187 shares; 2026Q3: 187 shares 187 $12.8K <0.01% 0 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; 2024Q4: 220 shares; 2025Q1: 220 shares; 2025Q2: 220 shares; 2025Q3: 220 shares; 2025Q4: 220 shares; 2026Q1: 220 shares; 2026Q2: 212 shares; 2026Q3: 212 shares 212 $12.8K <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; 2024Q4: 23 shares; 2025Q1: 23 shares; 2025Q2: 23 shares; 2025Q3: 23 shares; 2025Q4: 23 shares; 2026Q1: 23 shares; 2026Q2: 23 shares; 2026Q3: 48 shares 48 $12.6K <0.01% +25 Timeline ATI ATI INC More: the full row for ATI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 66 shares; 2025Q4: 66 shares; 2026Q1: 66 shares; 2026Q2: 66 shares; 2026Q3: 66 shares 66 $12.5K <0.01% 0 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; 2024Q4: 60 shares; 2025Q1: 60 shares; 2025Q2: 60 shares; 2025Q3: 60 shares; 2025Q4: 60 shares; 2026Q1: 60 shares; 2026Q2: 60 shares; 2026Q3: 60 shares 60 $12.4K <0.01% 0 Timeline TER TERADYNE INC More: the full row for TERADYNE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 31 shares; 2026Q3: 31 shares 31 $12.4K <0.01% 0 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 112 shares; 2025Q1: 112 shares; 2025Q2: 112 shares; 2025Q3: 112 shares; 2025Q4: 112 shares; 2026Q1: 112 shares; 2026Q2: 112 shares; 2026Q3: 112 shares 112 $12.3K <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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 72 shares; 2026Q1: 72 shares; 2026Q2: 72 shares; 2026Q3: 72 shares 72 $12.2K <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; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 100 shares; 2025Q4: 100 shares; 2026Q1: 100 shares; 2026Q2: 100 shares; 2026Q3: 100 shares 100 $12K <0.01% 0 Timeline ETSY ETSY INC More: the full row for ETSY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 165 shares; 2025Q1: 165 shares; 2025Q2: 165 shares; 2025Q3: 165 shares; 2025Q4: 165 shares; 2026Q1: 165 shares; 2026Q2: 165 shares; 2026Q3: 165 shares 165 $11.8K <0.01% 0 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 150 shares 150 $11.8K <0.01% -24,000 Timeline 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 262 shares; 2026Q2: 262 shares; 2026Q3: 262 shares 262 $11.7K <0.01% 0 FPACX FPA CRESCENT FUND-INST More: the full row for FPA CRESCENT FUND-INST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 250 shares 250 $11.5K <0.01% new 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 603 shares; 2026Q3: 603 shares 603 $11.4K <0.01% 0 Timeline COHR COHERENT CORP More: the full row for COHERENT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 39 shares; 2026Q3: 39 shares 39 $11.2K <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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,138 shares; 2026Q2: 1,138 shares; 2026Q3: 1,138 shares 1,138 $11K <0.01% 0 OPRA OPERA LTD More: the full row for OPERA LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 538 shares; 2025Q1: 538 shares; 2025Q2: 854 shares; 2025Q3: 809 shares; 2025Q4: 621 shares; 2026Q1: 621 shares; 2026Q2: 621 shares; 2026Q3: 621 shares 621 $10.9K <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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 680 shares; 2025Q4: 825 shares; 2026Q1: 1,729 shares; 2026Q2: 1,584 shares; 2026Q3: 1,375 shares 1,375 $10.9K <0.01% -209 Timeline EZU ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 214 shares; 2025Q3: 214 shares; 2025Q4: 214 shares; 2026Q1: 161 shares; 2026Q2: 161 shares; 2026Q3: 161 shares 161 $10.8K <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; 2024Q4: 20 shares; 2025Q1: 20 shares; 2025Q2: 21 shares; 2025Q3: 17 shares; 2025Q4: 17 shares; 2026Q1: 12 shares; 2026Q2: 12 shares; 2026Q3: 12 shares 12 $10.8K <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; 2024Q4: 50 shares; 2025Q1: 50 shares; 2025Q2: 50 shares; 2025Q3: 50 shares; 2025Q4: 50 shares; 2026Q1: 50 shares; 2026Q2: 50 shares; 2026Q3: 50 shares 50 $10.4K <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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 161 shares; 2026Q1: 161 shares; 2026Q2: 161 shares; 2026Q3: 161 shares 161 $10.4K <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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 45 shares; 2026Q2: 45 shares; 2026Q3: 45 shares 45 $10.4K <0.01% 0 Timeline BLACKROCK CAPITAL APPRECIAT… BLACKROCK CAPITAL APPRECIATION FU… More: the full row for BLACKROCK CAPITAL APPRECIATION FUND CLASS A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 324 shares 324 $10.4K <0.01% new PUBM PUBMATIC INC More: the full row for PUBMATIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 549 shares; 2025Q1: 549 shares; 2025Q2: 549 shares; 2025Q3: 549 shares; 2025Q4: 549 shares; 2026Q1: 549 shares; 2026Q2: 549 shares; 2026Q3: 549 shares 549 $10.3K <0.01% 0 Timeline W WAYFAIR INC More: the full row for WAYFAIR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 100 shares; 2025Q4: 100 shares; 2026Q1: 100 shares; 2026Q2: 100 shares; 2026Q3: 100 shares 100 $10.3K <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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 105 shares; 2026Q2: 105 shares; 2026Q3: 105 shares 105 $10.2K <0.01% 0 Timeline APPN APPIAN CORP More: the full row for APPIAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 280 shares; 2025Q1: 280 shares; 2025Q2: 280 shares; 2025Q3: 280 shares; 2025Q4: 280 shares; 2026Q1: 280 shares; 2026Q2: 280 shares; 2026Q3: 280 shares 280 $9.88K <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; 2024Q4: 19 shares; 2025Q1: 19 shares; 2025Q2: 19 shares; 2025Q3: 31 shares; 2025Q4: 31 shares; 2026Q1: 31 shares; 2026Q2: 31 shares; 2026Q3: 15 shares 15 $9.85K <0.01% -16 HST HOST HOTELS & RESORTS INC More: the full row for HOST HOTELS & RESORTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 124 shares; 2025Q4: 124 shares; 2026Q1: 124 shares; 2026Q2: 124 shares; 2026Q3: 440 shares 440 $9.85K <0.01% +316 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; 2024Q4: 800 shares; 2025Q1: 800 shares; 2025Q2: 800 shares; 2025Q3: 800 shares; 2025Q4: 800 shares; 2026Q1: 800 shares; 2026Q2: 800 shares; 2026Q3: 800 shares 800 $9.74K <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; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 100 shares; 2025Q4: 100 shares; 2026Q1: 100 shares; 2026Q2: 100 shares; 2026Q3: 100 shares 100 $9.64K <0.01% 0 Timeline CIEN CIENA CORP More: the full row for CIENA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 27 shares; 2026Q3: 27 shares 27 $9.5K <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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares; 2026Q1: 1,000 shares; 2026Q2: 1,000 shares; 2026Q3: 1,000 shares 1,000 $9.45K <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; 2024Q4: 128 shares; 2025Q1: 128 shares; 2025Q2: 128 shares; 2025Q3: 128 shares; 2025Q4: 128 shares; 2026Q1: 128 shares; 2026Q2: 128 shares; 2026Q3: 128 shares 128 $9.23K <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; 2024Q4: 50 shares; 2025Q1: 50 shares; 2025Q2: 50 shares; 2025Q3: 50 shares; 2025Q4: 50 shares; 2026Q1: 50 shares; 2026Q2: 50 shares; 2026Q3: 50 shares 50 $9.15K <0.01% 0 Timeline SYM SYMBOTIC INC More: the full row for SYMBOTIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 217 shares; 2025Q4: 254 shares; 2026Q1: 254 shares; 2026Q2: 254 shares; 2026Q3: 217 shares 217 $9.13K <0.01% -37 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; 2024Q4: 15 shares; 2025Q1: 15 shares; 2025Q2: 15 shares; 2025Q3: 15 shares; 2025Q4: 15 shares; 2026Q1: 15 shares; 2026Q2: 15 shares; 2026Q3: 15 shares 15 $8.89K <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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 32 shares; 2025Q4: 51 shares; 2026Q1: 51 shares; 2026Q2: 51 shares; 2026Q3: 101 shares 101 $8.8K <0.01% +50 Timeline PGEN PRECIGEN INC More: the full row for PRECIGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares; 2026Q1: 1,000 shares; 2026Q2: 1,000 shares; 2026Q3: 1,000 shares 1,000 $8.56K <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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 136 shares; 2025Q3: 136 shares; 2025Q4: 138 shares; 2026Q1: 139 shares; 2026Q2: 261 shares; 2026Q3: 375 shares 375 $8.51K <0.01% +114 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 345 shares; 2026Q1: 345 shares; 2026Q2: 345 shares; 2026Q3: 345 shares 345 $8.4K <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; 2024Q4: 117 shares; 2025Q1: 117 shares; 2025Q2: 117 shares; 2025Q3: 117 shares; 2025Q4: 117 shares; 2026Q1: 103 shares; 2026Q2: 103 shares; 2026Q3: 96 shares 96 $8.22K <0.01% -7 Timeline BVS BIOVENTUS INC More: the full row for BIOVENTUS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 682 shares; 2025Q1: 682 shares; 2025Q2: 682 shares; 2025Q3: 625 shares; 2025Q4: 625 shares; 2026Q1: 625 shares; 2026Q2: 601 shares; 2026Q3: 601 shares 601 $8.19K <0.01% 0 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 19 shares; 2025Q1: 19 shares; 2025Q2: 26 shares; 2025Q3: 19 shares; 2025Q4: 19 shares; 2026Q1: 19 shares; 2026Q2: 19 shares; 2026Q3: 63 shares 63 $8.18K <0.01% +44 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 40 shares; 2025Q1: 40 shares; 2025Q2: 40 shares; 2025Q3: 40 shares; 2025Q4: 40 shares; 2026Q1: 40 shares; 2026Q2: 40 shares; 2026Q3: 40 shares 40 $8.03K <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; 2024Q4: 855 shares; 2025Q1: 855 shares; 2025Q2: 855 shares; 2025Q3: 855 shares; 2025Q4: 855 shares; 2026Q1: 855 shares; 2026Q2: 855 shares; 2026Q3: 855 shares 855 $7.99K <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; 2024Q4: 310 shares; 2025Q1: 310 shares; 2025Q2: 310 shares; 2025Q3: 310 shares; 2025Q4: 310 shares; 2026Q1: 310 shares; 2026Q2: 310 shares; 2026Q3: 310 shares 310 $7.95K <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; 2024Q4: 91 shares; 2025Q1: 91 shares; 2025Q2: 91 shares; 2025Q3: 91 shares; 2025Q4: 91 shares; 2026Q1: 91 shares; 2026Q2: 91 shares; 2026Q3: 91 shares 91 $7.92K <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; 2024Q4: 130 shares; 2025Q1: 130 shares; 2025Q2: 130 shares; 2025Q3: 130 shares; 2025Q4: 130 shares; 2026Q1: 130 shares; 2026Q2: 130 shares; 2026Q3: 130 shares 130 $7.89K <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; 2024Q4: 131 shares; 2025Q1: 131 shares; 2025Q2: 131 shares; 2025Q3: 131 shares; 2025Q4: 131 shares; 2026Q1: 131 shares; 2026Q2: 131 shares; 2026Q3: 117 shares 117 $7.88K <0.01% -14 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 50 shares; 2025Q1: 180 shares; 2025Q2: 180 shares; 2025Q3: 46 shares; 2025Q4: 46 shares; 2026Q1: 46 shares; 2026Q2: 44 shares; 2026Q3: 44 shares 44 $7.87K <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; 2024Q4: 150 shares; 2025Q1: 150 shares; 2025Q2: 150 shares; 2025Q3: 150 shares; 2025Q4: 150 shares; 2026Q1: 150 shares; 2026Q2: 150 shares; 2026Q3: 150 shares 150 $7.86K <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; 2024Q4: 700 shares; 2025Q1: 700 shares; 2025Q2: 700 shares; 2025Q3: 700 shares; 2025Q4: 700 shares; 2026Q1: 700 shares; 2026Q2: 700 shares; 2026Q3: 700 shares 700 $7.74K <0.01% 0 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; 2024Q4: 330 shares; 2025Q1: 330 shares; 2025Q2: 330 shares; 2025Q3: 330 shares; 2025Q4: 330 shares; 2026Q1: 330 shares; 2026Q2: 330 shares; 2026Q3: 330 shares 330 $7.52K <0.01% 0 Timeline SANTANDER HLDGS ADR INC 6.5… SANTANDER HLDGS ADR INC 6.5 SERIE… More: the full row for SANTANDER HLDGS ADR INC 6.5 SERIES I FIXED RATE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 300 shares 300 $7.49K <0.01% new FDL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 147 shares 147 $7.22K <0.01% new 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 78 shares; 2026Q2: 78 shares; 2026Q3: 78 shares 78 $7.17K <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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 25 shares; 2026Q3: 25 shares 25 $7.17K <0.01% 0 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 49 shares; 2026Q1: 90 shares; 2026Q2: 90 shares; 2026Q3: 90 shares 90 $7.12K <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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4 shares; 2026Q3: 4 shares 4 $6.96K <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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 229 shares; 2025Q3: 198 shares; 2025Q4: 180 shares; 2026Q1: 52 shares; 2026Q2: 52 shares; 2026Q3: 50 shares 50 $6.86K <0.01% -2 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 77 shares; 2025Q1: 69 shares; 2025Q2: 69 shares; 2025Q3: 69 shares; 2025Q4: 69 shares; 2026Q1: 69 shares; 2026Q2: 69 shares; 2026Q3: 69 shares 69 $6.8K <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; 2024Q4: 669 shares; 2025Q1: 669 shares; 2025Q2: 669 shares; 2025Q3: 669 shares; 2025Q4: 669 shares; 2026Q1: 669 shares; 2026Q2: 669 shares; 2026Q3: 669 shares 669 $6.77K <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; 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; 2026Q3: 1,565 shares 1,565 $6.65K <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; 2024Q4: 615 shares; 2025Q1: 615 shares; 2025Q2: 615 shares; 2025Q3: 615 shares; 2025Q4: 615 shares; 2026Q1: 615 shares; 2026Q2: 615 shares; 2026Q3: 615 shares 615 $6.58K <0.01% 0 Timeline UL UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 151 shares; 2026Q1: 151 shares; 2026Q2: 116 shares; 2026Q3: 108 shares 108 $6.56K <0.01% -8 Timeline LEN LENNAR CORP More: the full row for LENNAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 90 shares; 2025Q1: 90 shares; 2025Q2: 90 shares; 2025Q3: 90 shares; 2025Q4: 90 shares; 2026Q1: 79 shares; 2026Q2: 79 shares; 2026Q3: 79 shares 79 $6.45K <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; 2024Q4: 97 shares; 2025Q1: 97 shares; 2025Q2: 97 shares; 2025Q3: 97 shares; 2025Q4: 97 shares; 2026Q1: 97 shares; 2026Q2: 97 shares; 2026Q3: 97 shares 97 $6.38K <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; 2024Q4: 15 shares; 2025Q1: 15 shares; 2025Q2: 15 shares; 2025Q3: 47 shares; 2025Q4: 47 shares; 2026Q1: 47 shares; 2026Q2: 46 shares; 2026Q3: 46 shares 46 $6.31K <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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 495 shares; 2026Q3: 263 shares 263 $6.3K <0.01% -232 Timeline SOFI SOFI TECHNOLOGIES INC More: the full row for SOFI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 400 shares; 2025Q3: 400 shares; 2025Q4: 400 shares; 2026Q1: 400 shares; 2026Q2: 400 shares; 2026Q3: 400 shares 400 $6.29K <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; 2024Q4: 505 shares; 2025Q1: 505 shares; 2025Q2: 505 shares; 2025Q3: 505 shares; 2025Q4: 505 shares; 2026Q1: 505 shares; 2026Q2: 505 shares; 2026Q3: 505 shares 505 $6.28K <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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 188 shares; 2025Q3: 188 shares; 2025Q4: 188 shares; 2026Q1: 188 shares; 2026Q2: 188 shares; 2026Q3: 188 shares 188 $6.13K <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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 16 shares; 2026Q3: 16 shares 16 $6.1K <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; 2024Q4: 577 shares; 2025Q1: 577 shares; 2025Q2: 577 shares; 2025Q3: 577 shares; 2025Q4: 577 shares; 2026Q1: 536 shares; 2026Q2: 536 shares; 2026Q3: 139 shares 139 $6.07K <0.01% -397 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 71 shares; 2026Q2: 71 shares; 2026Q3: 71 shares 71 $6.01K <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; 2024Q4: 1,500 shares; 2025Q1: 500 shares; 2025Q2: 500 shares; 2025Q3: 500 shares; 2025Q4: 500 shares; 2026Q1: 500 shares; 2026Q2: 500 shares; 2026Q3: 500 shares 500 $5.76K <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; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 100 shares; 2025Q4: 100 shares; 2026Q1: 100 shares; 2026Q2: 100 shares; 2026Q3: 100 shares 100 $5.74K <0.01% 0 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 24 shares; 2026Q3: 24 shares 24 $5.66K <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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 135 shares; 2025Q3: 135 shares; 2025Q4: 135 shares; 2026Q1: 135 shares; 2026Q2: 135 shares; 2026Q3: 135 shares 135 $5.49K <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; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 100 shares; 2025Q4: 100 shares; 2026Q1: 100 shares; 2026Q2: 100 shares; 2026Q3: 100 shares 100 $5.48K <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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 17 shares; 2026Q2: 17 shares; 2026Q3: 17 shares 17 $5.39K <0.01% 0 Timeline CBRS CEREBRAS SYSTEMS INC More: the full row for CEREBRAS SYSTEMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 30 shares; 2026Q3: 30 shares 30 $5.33K <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; 2024Q4: 370 shares; 2025Q1: 370 shares; 2025Q2: 370 shares; 2025Q3: 370 shares; 2025Q4: 370 shares; 2026Q1: 370 shares; 2026Q2: 370 shares; 2026Q3: 370 shares 370 $5.27K <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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 83 shares; 2026Q1: 83 shares; 2026Q2: 83 shares; 2026Q3: 83 shares 83 $5.22K <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; 2024Q4: 585 shares; 2025Q1: 585 shares; 2025Q2: 585 shares; 2025Q3: 536 shares; 2025Q4: 536 shares; 2026Q1: 536 shares; 2026Q2: 516 shares; 2026Q3: 516 shares 516 $5.17K <0.01% 0 Timeline GNRC GENERAC HLDGS INC More: the full row for GENERAC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 25 shares 25 $5.17K <0.01% new Timeline 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; 2024Q4: 285 shares; 2025Q1: 285 shares; 2025Q2: 285 shares; 2025Q3: 285 shares; 2025Q4: 285 shares; 2026Q1: 155 shares; 2026Q2: 155 shares; 2026Q3: 155 shares 155 $5.14K <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; 2024Q4: 30 shares; 2025Q1: 30 shares; 2025Q2: 30 shares; 2025Q3: 30 shares; 2025Q4: 30 shares; 2026Q1: 30 shares; 2026Q2: 30 shares; 2026Q3: 30 shares 30 $5.13K <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; 2024Q4: 800 shares; 2025Q1: 800 shares; 2025Q2: 500 shares; 2025Q3: 500 shares; 2025Q4: 500 shares; 2026Q1: 500 shares; 2026Q2: 500 shares; 2026Q3: 500 shares 500 $5.04K <0.01% 0 Timeline FRT FEDERAL RLTY INVT TR NEW More: the full row for FEDERAL RLTY INVT TR NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 87 shares; 2025Q1: 87 shares; 2025Q2: 87 shares; 2025Q3: 82 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 44 shares 44 $4.76K <0.01% new 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; 2024Q4: 40 shares; 2025Q1: 40 shares; 2025Q2: 40 shares; 2025Q3: 40 shares; 2025Q4: 40 shares; 2026Q1: 40 shares; 2026Q2: 40 shares; 2026Q3: 40 shares 40 $4.76K <0.01% 0 Timeline MFC MANULIFE FINL CORP More: the full row for MANULIFE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 134 shares; 2025Q1: 134 shares; 2025Q2: 134 shares; 2025Q3: 134 shares; 2025Q4: 134 shares; 2026Q1: 111 shares; 2026Q2: 111 shares; 2026Q3: 111 shares 111 $4.73K <0.01% 0 Timeline INFQ INFLEQTION INC More: the full row for INFLEQTION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 344 shares; 2026Q2: 344 shares; 2026Q3: 344 shares 344 $4.63K <0.01% 0 Timeline ASST STRIVE INC More: the full row for STRIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 157 shares; 2026Q2: 157 shares; 2026Q3: 157 shares 157 $4.62K <0.01% 0 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; 2024Q4: 95 shares; 2025Q1: 95 shares; 2025Q2: 95 shares; 2025Q3: 95 shares; 2025Q4: 95 shares; 2026Q1: 103 shares; 2026Q2: 103 shares; 2026Q3: 103 shares 103 $4.53K <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; 2024Q4: 75 shares; 2025Q1: 75 shares; 2025Q2: 75 shares; 2025Q3: 75 shares; 2025Q4: 75 shares; 2026Q1: 75 shares; 2026Q2: 75 shares; 2026Q3: 75 shares 75 $4.32K <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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12 shares; 2026Q1: 12 shares; 2026Q2: 88 shares; 2026Q3: 88 shares 88 $4.16K <0.01% 0 Timeline IREN IREN LIMITED More: the full row for IREN LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 100 shares 100 $4.09K <0.01% new 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; 2024Q4: 207 shares; 2025Q1: 207 shares; 2025Q2: 53 shares; 2025Q3: 53 shares; 2025Q4: 53 shares; 2026Q1: 53 shares; 2026Q2: 53 shares; 2026Q3: 53 shares 53 $4.05K <0.01% 0 Timeline ARES ARES MANAGEMENT CORPORATION More: the full row for ARES MANAGEMENT CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 33 shares; 2025Q4: 33 shares; 2026Q1: 33 shares; 2026Q2: 33 shares; 2026Q3: 33 shares 33 $3.83K <0.01% 0 Timeline DGX QUEST DIAGNOSTICS INC More: the full row for QUEST DIAGNOSTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 16 shares; 2025Q1: 16 shares; 2025Q2: 16 shares; 2025Q3: 16 shares; 2025Q4: 16 shares; 2026Q1: 16 shares; 2026Q2: 16 shares; 2026Q3: 16 shares 16 $3.73K <0.01% 0 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 167 shares; 2026Q2: 167 shares; 2026Q3: 167 shares 167 $3.68K <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; 2024Q4: 50 shares; 2025Q1: 50 shares; 2025Q2: 50 shares; 2025Q3: 50 shares; 2025Q4: 50 shares; 2026Q1: 50 shares; 2026Q2: 50 shares; 2026Q3: 50 shares 50 $3.64K <0.01% 0 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 11 shares; 2025Q1: 11 shares; 2025Q2: 14 shares; 2025Q3: 14 shares; 2025Q4: 14 shares; 2026Q1: 11 shares; 2026Q2: 11 shares; 2026Q3: 11 shares 11 $3.58K <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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 400 shares; 2026Q2: 400 shares; 2026Q3: 400 shares 400 $3.58K <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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 19 shares; 2026Q3: 19 shares 19 $3.56K <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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 776 shares; 2026Q3: 776 shares 776 $3.49K <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; 2024Q4: 150 shares; 2025Q1: 150 shares; 2025Q2: 150 shares; 2025Q3: 150 shares; 2025Q4: 150 shares; 2026Q1: 150 shares; 2026Q2: 150 shares; 2026Q3: 150 shares 150 $3.45K <0.01% 0 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; 2024Q4: 690 shares; 2025Q1: 690 shares; 2025Q2: 690 shares; 2025Q3: 690 shares; 2025Q4: 690 shares; 2026Q1: 690 shares; 2026Q2: 690 shares; 2026Q3: 690 shares 690 $3.44K <0.01% 0 Timeline FSMD FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 70 shares; 2026Q2: 70 shares; 2026Q3: 70 shares 70 $3.44K <0.01% 0 Timeline ARKQ ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 28 shares; 2025Q1: 28 shares; 2025Q2: 28 shares; 2025Q3: 28 shares; 2025Q4: 28 shares; 2026Q1: 28 shares; 2026Q2: 28 shares; 2026Q3: 28 shares 28 $3.4K <0.01% 0 Timeline