VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 300,655 shares; 2024Q4: 293,297 shares; 2025Q1: 287,048 shares; 2025Q2: 306,248 shares; 2025Q3: 329,789 shares; 2025Q4: 325,357 shares; 2026Q1: 339,308 shares; 2026Q2: 345,129 shares 345,129 $237M 13.73% +5,821 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 348,794 shares; 2024Q4: 351,175 shares; 2025Q1: 354,594 shares; 2025Q2: 337,200 shares; 2025Q3: 339,780 shares; 2025Q4: 328,607 shares; 2026Q1: 327,697 shares; 2026Q2: 329,691 shares 329,691 $95.4M 5.53% +1,994 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 264,357 shares; 2024Q4: 262,522 shares; 2025Q1: 264,213 shares; 2025Q2: 189,994 shares; 2025Q3: 191,703 shares; 2025Q4: 185,109 shares; 2026Q1: 185,753 shares; 2026Q2: 187,496 shares 187,496 $67M 3.88% +1,743 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 240,698 shares; 2024Q4: 247,541 shares; 2025Q1: 245,339 shares; 2025Q2: 251,191 shares; 2025Q3: 250,760 shares; 2025Q4: 247,619 shares; 2026Q1: 246,730 shares; 2026Q2: 244,260 shares 244,260 $58.2M 3.37% -2,470 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 905,836 shares; 2024Q4: 876,233 shares; 2025Q1: 876,117 shares; 2025Q2: 871,659 shares; 2025Q3: 874,123 shares; 2025Q4: 853,473 shares; 2026Q1: 857,371 shares; 2026Q2: 519,943 shares 519,943 $57.4M 3.32% -337,428 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 302,029 shares; 2024Q4: 305,306 shares; 2025Q1: 304,334 shares; 2025Q2: 305,519 shares; 2025Q3: 300,672 shares; 2025Q4: 288,949 shares; 2026Q1: 287,217 shares; 2026Q2: 280,015 shares 280,015 $56M 3.25% -7,202 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 139,434 shares; 2024Q4: 137,596 shares; 2025Q1: 138,381 shares; 2025Q2: 139,107 shares; 2025Q3: 139,466 shares; 2025Q4: 131,109 shares; 2026Q1: 127,509 shares; 2026Q2: 124,796 shares 124,796 $46.6M 2.7% -2,713 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 331,069 shares; 2024Q4: 326,955 shares; 2025Q1: 322,209 shares; 2025Q2: 320,428 shares; 2025Q3: 318,773 shares; 2025Q4: 281,684 shares; 2026Q1: 282,568 shares; 2026Q2: 279,009 shares 279,009 $41.4M 2.4% -3,559 Timeline VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 471,059 shares; 2024Q4: 528,491 shares; 2025Q1: 554,166 shares; 2025Q2: 556,764 shares; 2025Q3: 588,095 shares; 2025Q4: 614,025 shares; 2026Q1: 636,036 shares; 2026Q2: 670,080 shares 670,080 $39.5M 2.29% +34,044 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 448,721 shares; 2024Q4: 443,638 shares; 2025Q1: 447,282 shares; 2025Q2: 449,168 shares; 2025Q3: 452,471 shares; 2025Q4: 439,470 shares; 2026Q1: 442,365 shares; 2026Q2: 444,352 shares 444,352 $37.2M 2.16% +1,987 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 124,425 shares; 2024Q4: 393,304 shares; 2025Q1: 563,921 shares; 2025Q2: 882,802 shares; 2025Q3: 1,037,255 shares; 2025Q4: 1,008,987 shares; 2026Q1: 1,011,433 shares; 2026Q2: 1,164,512 shares 1,164,512 $36.9M 2.14% +153,079 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 113,154 shares; 2025Q3: 973 shares; 2025Q4: 1,006 shares; 2026Q1: 415 shares; 2026Q2: 354,373 shares 354,373 $35.7M 2.07% +353,958 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 158,383 shares; 2024Q4: 158,815 shares; 2025Q1: 156,338 shares; 2025Q2: 158,084 shares; 2025Q3: 296,544 shares; 2025Q4: 282,343 shares; 2026Q1: 332,468 shares; 2026Q2: 290,685 shares 290,685 $34.1M 1.98% -41,783 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 305,335 shares; 2024Q4: 324,898 shares; 2025Q1: 342,501 shares; 2025Q2: 340,810 shares; 2025Q3: 351,030 shares; 2025Q4: 354,987 shares; 2026Q1: 381,759 shares; 2026Q2: 397,569 shares 397,569 $31.4M 1.82% +15,810 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 131,253 shares; 2024Q4: 127,088 shares; 2025Q1: 123,090 shares; 2025Q2: 122,699 shares; 2025Q3: 109,389 shares; 2025Q4: 96,954 shares; 2026Q1: 95,562 shares; 2026Q2: 81,864 shares 81,864 $30.9M 1.79% -13,698 Timeline JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 392,780 shares; 2024Q4: 464,534 shares; 2025Q1: 490,890 shares; 2025Q2: 499,959 shares; 2025Q3: 533,910 shares; 2025Q4: 555,134 shares; 2026Q1: 577,735 shares; 2026Q2: 603,903 shares 603,903 $30.5M 1.77% +26,168 Timeline JMBS JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 476,497 shares; 2024Q4: 541,875 shares; 2025Q1: 565,311 shares; 2025Q2: 568,129 shares; 2025Q3: 597,809 shares; 2025Q4: 623,852 shares; 2026Q1: 644,876 shares; 2026Q2: 676,034 shares 676,034 $30.4M 1.76% +31,158 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 96,234 shares; 2024Q4: 95,568 shares; 2025Q1: 95,460 shares; 2025Q2: 96,052 shares; 2025Q3: 96,573 shares; 2025Q4: 92,572 shares; 2026Q1: 92,081 shares; 2026Q2: 92,161 shares 92,161 $30.2M 1.75% +80 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 36,988 shares; 2024Q4: 36,800 shares; 2025Q1: 37,155 shares; 2025Q2: 37,366 shares; 2025Q3: 37,383 shares; 2025Q4: 37,992 shares; 2026Q1: 38,092 shares; 2026Q2: 38,077 shares 38,077 $28.4M 1.65% -15 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 11,355 shares; 2025Q1: 11,695 shares; 2025Q2: 26,239 shares; 2025Q3: 27,528 shares; 2025Q4: 26,219 shares; 2026Q1: 25,210 shares; 2026Q2: 25,268 shares 25,268 $24.3M 1.41% +58 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,572 shares; 2024Q4: 20,311 shares; 2025Q1: 30,526 shares; 2025Q2: 30,396 shares; 2025Q3: 31,186 shares; 2025Q4: 31,225 shares; 2026Q1: 32,515 shares; 2026Q2: 32,167 shares 32,167 $23.7M 1.37% -348 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 65,802 shares; 2024Q4: 67,002 shares; 2025Q1: 67,732 shares; 2025Q2: 67,835 shares; 2025Q3: 69,248 shares; 2025Q4: 67,587 shares; 2026Q1: 67,938 shares; 2026Q2: 67,769 shares 67,769 $23.3M 1.35% -169 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 129,980 shares; 2024Q4: 128,698 shares; 2025Q1: 123,821 shares; 2025Q2: 123,993 shares; 2025Q3: 123,352 shares; 2025Q4: 119,737 shares; 2026Q1: 120,147 shares; 2026Q2: 119,635 shares 119,635 $22.8M 1.32% -512 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,846 shares; 2024Q4: 21,846 shares; 2025Q1: 22,091 shares; 2025Q2: 22,208 shares; 2025Q3: 22,591 shares; 2025Q4: 21,865 shares; 2026Q1: 21,869 shares; 2026Q2: 21,987 shares 21,987 $20.6M 1.19% +118 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 52,731 shares; 2024Q4: 52,731 shares; 2025Q1: 52,783 shares; 2025Q2: 52,699 shares; 2025Q3: 52,838 shares; 2025Q4: 52,856 shares; 2026Q1: 52,997 shares; 2026Q2: 53,088 shares 53,088 $19.8M 1.15% +91 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 67,598 shares; 2024Q4: 66,853 shares; 2025Q1: 39,195 shares; 2025Q2: 38,880 shares; 2025Q3: 40,053 shares; 2025Q4: 38,364 shares; 2026Q1: 38,346 shares; 2026Q2: 38,504 shares 38,504 $19.3M 1.12% +158 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 18,936 shares; 2025Q2: 39,980 shares; 2025Q3: 42,373 shares; 2025Q4: 41,662 shares; 2026Q1: 26,145 shares; 2026Q2: 26,317 shares 26,317 $18.9M 1.1% +172 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 54 shares; 2024Q4: 54 shares; 2025Q1: 54 shares; 2025Q2: 54 shares; 2025Q3: 54 shares; 2025Q4: 54 shares; 2026Q1: 129,321 shares; 2026Q2: 134,675 shares 134,675 $18.8M 1.09% +5,354 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,343 shares; 2024Q4: 7,396 shares; 2025Q1: 7,397 shares; 2025Q2: 121,976 shares; 2025Q3: 119,643 shares; 2025Q4: 114,280 shares; 2026Q1: 113,532 shares; 2026Q2: 111,566 shares 111,566 $16.9M 0.98% -1,966 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 385 shares; 2024Q4: 497 shares; 2025Q1: 159,293 shares; 2025Q2: 163,857 shares; 2025Q3: 165,880 shares; 2025Q4: 160,400 shares; 2026Q1: 90,995 shares; 2026Q2: 90,919 shares 90,919 $16M 0.93% -76 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,440 shares; 2024Q4: 6,150 shares; 2025Q1: 17,627 shares; 2025Q2: 18,195 shares; 2025Q3: 60,768 shares; 2025Q4: 58,017 shares; 2026Q1: 58,102 shares; 2026Q2: 66,703 shares 66,703 $15.8M 0.91% +8,601 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 145,940 shares; 2024Q4: 146,014 shares; 2025Q1: 149,205 shares; 2025Q2: 149,109 shares; 2025Q3: 149,055 shares; 2025Q4: 131,022 shares; 2026Q1: 145,779 shares; 2026Q2: 147,166 shares 147,166 $15M 0.87% +1,387 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 31,143 shares; 2024Q4: 30,719 shares; 2025Q1: 30,103 shares; 2025Q2: 30,293 shares; 2025Q3: 30,435 shares; 2025Q4: 28,419 shares; 2026Q1: 28,538 shares; 2026Q2: 28,377 shares 28,377 $14.5M 0.84% -161 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5 shares; 2024Q4: 5 shares; 2025Q1: 65 shares; 2025Q2: 92 shares; 2025Q3: 182 shares; 2025Q4: 98,686 shares; 2026Q1: 19,135 shares; 2026Q2: 160,482 shares 160,482 $14.1M 0.82% +141,347 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,181 shares; 2024Q4: 13,181 shares; 2025Q1: 13,193 shares; 2025Q2: 13,159 shares; 2025Q3: 12,551 shares; 2025Q4: 11,936 shares; 2026Q1: 11,975 shares; 2026Q2: 11,896 shares 11,896 $14M 0.81% -79 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 66,201 shares; 2024Q4: 66,712 shares; 2025Q1: 67,615 shares; 2025Q2: 67,979 shares; 2025Q3: 39,187 shares; 2025Q4: 36,951 shares; 2026Q1: 36,911 shares; 2026Q2: 37,861 shares 37,861 $13.4M 0.77% +950 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,272 shares; 2024Q4: 1,812 shares; 2025Q1: 23,982 shares; 2025Q2: 24,151 shares; 2025Q3: 24,432 shares; 2025Q4: 23,440 shares; 2026Q1: 23,311 shares; 2026Q2: 23,260 shares 23,260 $13.1M 0.76% -51 Timeline JUST GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 81,628 shares; 2024Q4: 96,715 shares; 2025Q1: 104,247 shares; 2025Q2: 117,329 shares; 2025Q3: 120,298 shares; 2025Q4: 117,581 shares; 2026Q1: 117,210 shares; 2026Q2: 118,433 shares 118,433 $12.6M 0.73% +1,223 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 66,467 shares; 2024Q4: 65,279 shares; 2025Q1: 64,683 shares; 2025Q2: 65,170 shares; 2025Q3: 64,853 shares; 2025Q4: 60,833 shares; 2026Q1: 59,866 shares; 2026Q2: 59,619 shares 59,619 $12.5M 0.72% -247 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 80,077 shares; 2024Q4: 88,678 shares; 2025Q1: 94,675 shares; 2025Q2: 113,680 shares; 2025Q3: 112,501 shares; 2025Q4: 111,352 shares; 2026Q1: 113,782 shares; 2026Q2: 115,617 shares 115,617 $12.4M 0.72% +1,835 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,309 shares; 2024Q4: 93,151 shares; 2025Q1: 170,014 shares; 2025Q2: 172,140 shares; 2025Q3: 174,134 shares; 2025Q4: 168,158 shares; 2026Q1: 167,479 shares; 2026Q2: 168,751 shares 168,751 $12.2M 0.71% +1,272 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,062 shares; 2024Q4: 25,684 shares; 2025Q1: 25,570 shares; 2025Q2: 25,487 shares; 2025Q3: 25,030 shares; 2025Q4: 24,400 shares; 2026Q1: 24,328 shares; 2026Q2: 24,162 shares 24,162 $12.1M 0.7% -166 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 97,355 shares; 2024Q4: 100,307 shares; 2025Q1: 105,029 shares; 2025Q2: 107,422 shares; 2025Q3: 109,718 shares; 2025Q4: 103,044 shares; 2026Q1: 105,977 shares; 2026Q2: 109,744 shares 109,744 $10.6M 0.61% +3,767 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 38,869 shares; 2024Q4: 39,108 shares; 2025Q1: 40,601 shares; 2025Q2: 40,427 shares; 2025Q3: 41,617 shares; 2025Q4: 38,188 shares; 2026Q1: 117,573 shares; 2026Q2: 76,187 shares 76,187 $10.3M 0.6% -41,386 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,256 shares; 2024Q4: 25,818 shares; 2025Q1: 32,536 shares; 2025Q2: 32,603 shares; 2025Q3: 33,245 shares; 2025Q4: 22,690 shares; 2026Q1: 29,653 shares; 2026Q2: 30,337 shares 30,337 $9.04M 0.52% +684 Timeline PWRD TCW ETF TRUST More: the full row for TCW ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 39,478 shares; 2024Q4: 64,221 shares; 2025Q1: 65,363 shares; 2025Q2: 73,791 shares; 2025Q3: 73,581 shares; 2025Q4: 72,572 shares; 2026Q1: 71,647 shares; 2026Q2: 72,216 shares 72,216 $8.88M 0.51% +569 Timeline PABU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 69,201 shares; 2024Q4: 70,245 shares; 2025Q1: 87,139 shares; 2025Q2: 101,246 shares; 2025Q3: 113,410 shares; 2025Q4: 112,855 shares; 2026Q1: 111,774 shares; 2026Q2: 115,661 shares 115,661 $8.81M 0.51% +3,887 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,682 shares; 2024Q4: 26,323 shares; 2025Q1: 26,642 shares; 2025Q2: 26,601 shares; 2025Q3: 26,638 shares; 2025Q4: 24,281 shares; 2026Q1: 24,096 shares; 2026Q2: 24,267 shares 24,267 $8.79M 0.51% +171 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 35,729 shares; 2024Q4: 35,299 shares; 2025Q1: 35,591 shares; 2025Q2: 35,610 shares; 2025Q3: 35,874 shares; 2025Q4: 33,151 shares; 2026Q1: 31,367 shares; 2026Q2: 31,520 shares 31,520 $8.57M 0.5% +153 Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 88,950 shares; 2024Q4: 88,927 shares; 2025Q1: 87,127 shares; 2025Q2: 87,127 shares; 2025Q3: 87,115 shares; 2025Q4: 85,290 shares; 2026Q1: 85,279 shares; 2026Q2: 85,269 shares 85,269 $8.15M 0.47% -10 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 56,116 shares; 2024Q4: 55,258 shares; 2025Q1: 49,223 shares; 2025Q2: 49,075 shares; 2025Q3: 49,198 shares; 2025Q4: 44,037 shares; 2026Q1: 43,293 shares; 2026Q2: 43,592 shares 43,592 $8.06M 0.47% +299 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,984 shares; 2024Q4: 29,749 shares; 2025Q1: 29,548 shares; 2025Q2: 29,406 shares; 2025Q3: 30,238 shares; 2025Q4: 28,039 shares; 2026Q1: 28,135 shares; 2026Q2: 28,051 shares 28,051 $7.58M 0.44% -84 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 56,329 shares; 2024Q4: 56,403 shares; 2025Q1: 61,951 shares; 2025Q2: 62,760 shares; 2025Q3: 64,033 shares; 2025Q4: 63,571 shares; 2026Q1: 63,156 shares; 2026Q2: 64,349 shares 64,349 $7.51M 0.44% +1,193 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 79,070 shares; 2024Q4: 78,310 shares; 2025Q1: 83,044 shares; 2025Q2: 82,110 shares; 2025Q3: 82,656 shares; 2025Q4: 76,649 shares; 2026Q1: 76,335 shares; 2026Q2: 76,979 shares 76,979 $7.37M 0.43% +644 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 50,615 shares; 2025Q4: 45,848 shares; 2026Q1: 50,148 shares; 2026Q2: 34,013 shares 34,013 $7.25M 0.42% -16,135 Timeline SHE SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,847 shares; 2024Q4: 31,237 shares; 2025Q1: 35,290 shares; 2025Q2: 35,429 shares; 2025Q3: 46,384 shares; 2025Q4: 45,072 shares; 2026Q1: 44,692 shares; 2026Q2: 46,408 shares 46,408 $7.17M 0.42% +1,716 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 29,326 shares 29,326 $6.57M 0.38% new Timeline HONA HONEYWELL AEROSPACE INC More: the full row for HONEYWELL AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 29,057 shares 29,057 $6.42M 0.37% new Timeline PRFZ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 112,200 shares; 2024Q4: 112,200 shares; 2025Q1: 112,200 shares; 2025Q2: 112,200 shares; 2025Q3: 112,200 shares; 2025Q4: 112,200 shares; 2026Q1: 112,200 shares; 2026Q2: 112,200 shares 112,200 $6.26M 0.36% 0 Timeline JMST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 76,154 shares; 2024Q4: 78,352 shares; 2025Q1: 87,299 shares; 2025Q2: 109,409 shares; 2025Q3: 113,776 shares; 2025Q4: 115,430 shares; 2026Q1: 116,745 shares; 2026Q2: 120,860 shares 120,860 $6.16M 0.36% +4,115 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,819 shares; 2024Q4: 5,953 shares; 2025Q1: 24,305 shares; 2025Q2: 44,450 shares; 2025Q3: 46,218 shares; 2025Q4: 37,622 shares; 2026Q1: 29,914 shares; 2026Q2: 34,515 shares 34,515 $5.41M 0.31% +4,601 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 49,942 shares; 2024Q4: 49,684 shares; 2025Q1: 48,484 shares; 2025Q2: 48,570 shares; 2025Q3: 49,843 shares; 2025Q4: 44,821 shares; 2026Q1: 44,709 shares; 2026Q2: 45,395 shares 45,395 $5.32M 0.31% +686 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 33,000 shares; 2024Q4: 33,000 shares; 2025Q1: 32,990 shares; 2025Q2: 32,985 shares; 2025Q3: 33,108 shares; 2025Q4: 32,982 shares; 2026Q1: 32,982 shares; 2026Q2: 32,945 shares 32,945 $5.15M 0.3% -37 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,648 shares; 2024Q4: 19,858 shares; 2025Q1: 69,064 shares; 2025Q2: 69,977 shares; 2025Q3: 71,522 shares; 2025Q4: 67,609 shares; 2026Q1: 67,202 shares; 2026Q2: 63,236 shares 63,236 $4.95M 0.29% -3,966 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 49,717 shares; 2024Q4: 49,778 shares; 2025Q1: 45,329 shares; 2025Q2: 45,452 shares; 2025Q3: 46,753 shares; 2025Q4: 42,435 shares; 2026Q1: 43,345 shares; 2026Q2: 43,825 shares 43,825 $4.85M 0.28% +480 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 43,999 shares; 2024Q4: 45,218 shares; 2025Q1: 45,438 shares; 2025Q2: 45,726 shares; 2025Q3: 45,978 shares; 2025Q4: 23,971 shares; 2026Q1: 18,800 shares; 2026Q2: 18,850 shares 18,850 $4.74M 0.27% +50 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,554 shares; 2024Q4: 13,700 shares; 2025Q1: 13,700 shares; 2025Q2: 13,225 shares; 2025Q3: 13,115 shares; 2025Q4: 13,078 shares; 2026Q1: 13,113 shares; 2026Q2: 13,259 shares 13,259 $4.68M 0.27% +146 Timeline MAIN MAIN STR CAP CORP More: the full row for MAIN STR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 115,047 shares; 2024Q4: 113,917 shares; 2025Q1: 94,767 shares; 2025Q2: 95,112 shares; 2025Q3: 94,842 shares; 2025Q4: 86,812 shares; 2026Q1: 86,932 shares; 2026Q2: 88,112 shares 88,112 $4.57M 0.26% +1,180 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 50,544 shares; 2024Q4: 49,807 shares; 2025Q1: 52,643 shares; 2025Q2: 52,518 shares; 2025Q3: 53,033 shares; 2025Q4: 46,660 shares; 2026Q1: 44,139 shares; 2026Q2: 46,330 shares 46,330 $4.56M 0.26% +2,191 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 39,700 shares; 2024Q4: 38,767 shares; 2025Q1: 30,334 shares; 2025Q2: 35,693 shares; 2025Q3: 35,863 shares; 2025Q4: 27,732 shares; 2026Q1: 31,717 shares; 2026Q2: 31,987 shares 31,987 $4.18M 0.24% +270 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 48,953 shares; 2024Q4: 44,851 shares; 2025Q1: 32,145 shares; 2025Q2: 35,327 shares; 2025Q3: 36,343 shares; 2025Q4: 30,484 shares; 2026Q1: 30,305 shares; 2026Q2: 30,544 shares 30,544 $3.92M 0.23% +239 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 32,738 shares; 2024Q4: 33,058 shares; 2025Q1: 33,058 shares; 2025Q2: 33,058 shares; 2025Q3: 33,265 shares; 2025Q4: 24,760 shares; 2026Q1: 25,805 shares; 2026Q2: 26,005 shares 26,005 $3.81M 0.22% +200 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,028 shares; 2024Q4: 22,113 shares; 2025Q1: 23,793 shares; 2025Q2: 23,770 shares; 2025Q3: 25,269 shares; 2025Q4: 21,671 shares; 2026Q1: 21,697 shares; 2026Q2: 22,608 shares 22,608 $3.75M 0.22% +911 Timeline DMXF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,209 shares; 2024Q4: 26,297 shares; 2025Q1: 39,527 shares; 2025Q2: 39,623 shares; 2025Q3: 39,641 shares; 2025Q4: 38,445 shares; 2026Q1: 38,494 shares; 2026Q2: 38,662 shares 38,662 $3.27M 0.19% +168 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,197 shares; 2024Q4: 8,997 shares; 2025Q1: 9,024 shares; 2025Q2: 8,824 shares; 2025Q3: 9,308 shares; 2025Q4: 9,331 shares; 2026Q1: 10,439 shares; 2026Q2: 11,083 shares 11,083 $2.81M 0.16% +644 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 36,256 shares; 2024Q4: 36,008 shares; 2025Q1: 24,152 shares; 2025Q2: 23,882 shares; 2025Q3: 24,324 shares; 2025Q4: 16,972 shares; 2026Q1: 14,157 shares; 2026Q2: 24,468 shares 24,468 $2.69M 0.16% +10,311 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,056 shares; 2024Q4: 7,300 shares; 2025Q1: 141,047 shares; 2025Q2: 11,945 shares; 2025Q3: 12,162 shares; 2025Q4: 11,820 shares; 2026Q1: 55,044 shares; 2026Q2: 18,244 shares 18,244 $2.51M 0.15% -36,800 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,065 shares; 2024Q4: 7,099 shares; 2025Q1: 6,059 shares; 2025Q2: 6,004 shares; 2025Q3: 6,060 shares; 2025Q4: 5,954 shares; 2026Q1: 5,954 shares; 2026Q2: 5,936 shares 5,936 $2.5M 0.14% -18 Timeline SRLN SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 67,663 shares; 2024Q4: 58,310 shares; 2025Q1: 63,254 shares; 2025Q2: 62,405 shares; 2025Q3: 63,541 shares; 2025Q4: 55,862 shares; 2026Q1: 55,881 shares; 2026Q2: 61,511 shares 61,511 $2.48M 0.14% +5,630 Timeline BBHY J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 31,167 shares; 2024Q4: 29,812 shares; 2025Q1: 51,215 shares; 2025Q2: 51,186 shares; 2025Q3: 52,469 shares; 2025Q4: 46,740 shares; 2026Q1: 48,815 shares; 2026Q2: 52,785 shares 52,785 $2.43M 0.14% +3,970 Timeline GPC GENUINE PARTS CO More: the full row for GENUINE PARTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,091 shares; 2024Q4: 26,344 shares; 2025Q1: 20,008 shares; 2025Q2: 20,757 shares; 2025Q3: 21,613 shares; 2025Q4: 19,363 shares; 2026Q1: 17,472 shares; 2026Q2: 19,789 shares 19,789 $2.33M 0.14% +2,317 Timeline NNN NNN REIT INC More: the full row for NNN REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 86,497 shares; 2024Q4: 84,132 shares; 2025Q1: 49,095 shares; 2025Q2: 50,852 shares; 2025Q3: 53,080 shares; 2025Q4: 45,966 shares; 2026Q1: 46,365 shares; 2026Q2: 48,545 shares 48,545 $2.26M 0.13% +2,180 Timeline EWC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 39,000 shares; 2024Q4: 39,000 shares; 2025Q1: 39,000 shares; 2025Q2: 39,000 shares; 2025Q3: 39,000 shares; 2025Q4: 39,000 shares; 2026Q1: 39,000 shares; 2026Q2: 39,000 shares 39,000 $2.25M 0.13% 0 Timeline WSM WILLIAMS SONOMA INC More: the full row for WILLIAMS SONOMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,484 shares; 2024Q4: 11,802 shares; 2025Q1: 8,641 shares; 2025Q2: 8,839 shares; 2025Q3: 8,742 shares; 2025Q4: 8,545 shares; 2026Q1: 9,486 shares; 2026Q2: 9,272 shares 9,272 $2.16M 0.13% -214 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,811 shares; 2024Q4: 4,758 shares; 2025Q1: 4,663 shares; 2025Q2: 4,664 shares; 2025Q3: 4,664 shares; 2025Q4: 4,664 shares; 2026Q1: 4,664 shares; 2026Q2: 5,359 shares 5,359 $1.98M 0.11% +695 Timeline CRBN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,762 shares; 2024Q4: 7,825 shares; 2025Q1: 7,825 shares; 2025Q2: 7,870 shares; 2025Q3: 7,949 shares; 2025Q4: 7,283 shares; 2026Q1: 7,318 shares; 2026Q2: 7,344 shares 7,344 $1.86M 0.11% +26 Timeline RIVN RIVIAN AUTOMOTIVE INC More: the full row for RIVIAN AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 107,030 shares; 2024Q4: 107,307 shares; 2025Q1: 109,896 shares; 2025Q2: 108,670 shares; 2025Q3: 108,388 shares; 2025Q4: 104,751 shares; 2026Q1: 103,429 shares; 2026Q2: 104,251 shares 104,251 $1.81M 0.1% +822 Timeline PGX INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 118,318 shares; 2024Q4: 105,493 shares; 2025Q1: 165,223 shares; 2025Q2: 161,347 shares; 2025Q3: 164,154 shares; 2025Q4: 140,387 shares; 2026Q1: 140,795 shares; 2026Q2: 162,964 shares 162,964 $1.77M 0.1% +22,169 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,325 shares; 2024Q4: 6,325 shares; 2025Q1: 6,319 shares; 2025Q2: 6,064 shares; 2025Q3: 6,579 shares; 2025Q4: 6,007 shares; 2026Q1: 5,808 shares; 2026Q2: 5,808 shares 5,808 $1.63M 0.09% 0 Timeline SUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,960 shares; 2024Q4: 31,290 shares; 2025Q1: 45,600 shares; 2025Q2: 48,563 shares; 2025Q3: 56,370 shares; 2025Q4: 58,648 shares; 2026Q1: 58,882 shares; 2026Q2: 64,474 shares 64,474 $1.61M 0.09% +5,592 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,643 shares; 2024Q4: 5,877 shares; 2025Q1: 11,148 shares; 2025Q2: 6,099 shares; 2025Q3: 6,061 shares; 2025Q4: 5,444 shares; 2026Q1: 5,427 shares; 2026Q2: 5,368 shares 5,368 $1.5M 0.09% -59 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,126 shares; 2024Q4: 1,153 shares; 2025Q1: 1,153 shares; 2025Q2: 1,168 shares; 2025Q3: 1,177 shares; 2025Q4: 1,117 shares; 2026Q1: 1,142 shares; 2026Q2: 1,246 shares 1,246 $1.49M 0.09% +104 Timeline AMLP ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,940 shares; 2024Q4: 1,940 shares; 2025Q1: 24,584 shares; 2025Q2: 24,239 shares; 2025Q3: 24,694 shares; 2025Q4: 24,792 shares; 2026Q1: 25,907 shares; 2026Q2: 27,893 shares 27,893 $1.45M 0.08% +1,986 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,242 shares; 2024Q4: 6,222 shares; 2025Q1: 5,466 shares; 2025Q2: 5,466 shares; 2025Q3: 9,359 shares; 2025Q4: 9,261 shares; 2026Q1: 10,451 shares; 2026Q2: 10,451 shares 10,451 $1.43M 0.08% 0 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,020 shares; 2024Q4: 12,132 shares; 2025Q1: 11,867 shares; 2025Q2: 11,867 shares; 2025Q3: 12,730 shares; 2025Q4: 10,217 shares; 2026Q1: 10,223 shares; 2026Q2: 10,215 shares 10,215 $1.4M 0.08% -8 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,358 shares; 2024Q4: 30,579 shares; 2025Q1: 30,706 shares; 2025Q2: 30,833 shares; 2025Q3: 30,985 shares; 2025Q4: 23,010 shares; 2026Q1: 14,992 shares; 2026Q2: 15,256 shares 15,256 $1.38M 0.08% +264 Timeline A AGILENT TECHNOLOGIES INC More: the full row for AGILENT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,080 shares; 2024Q4: 10,077 shares; 2025Q1: 10,485 shares; 2025Q2: 10,432 shares; 2025Q3: 10,545 shares; 2025Q4: 10,206 shares; 2026Q1: 7,826 shares; 2026Q2: 10,160 shares 10,160 $1.35M 0.08% +2,334 Timeline FSS FEDERAL SIGNAL CORP More: the full row for FEDERAL SIGNAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,973 shares; 2024Q4: 12,126 shares; 2025Q1: 10,578 shares; 2025Q2: 10,598 shares; 2025Q3: 10,595 shares; 2025Q4: 10,083 shares; 2026Q1: 10,083 shares; 2026Q2: 10,019 shares 10,019 $1.29M 0.07% -64 Timeline AWK AMERICAN WTR WKS CO INC NEW More: the full row for AMERICAN WTR WKS CO INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,648 shares; 2024Q4: 9,597 shares; 2025Q1: 10,650 shares; 2025Q2: 10,428 shares; 2025Q3: 10,270 shares; 2025Q4: 9,825 shares; 2026Q1: 9,759 shares; 2026Q2: 9,766 shares 9,766 $1.28M 0.07% +7 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,063 shares; 2024Q4: 1,239 shares; 2025Q1: 1,239 shares; 2025Q2: 1,239 shares; 2025Q3: 1,239 shares; 2025Q4: 1,239 shares; 2026Q1: 1,229 shares; 2026Q2: 10,438 shares 10,438 $1.25M 0.07% +9,209 Timeline SPYD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 8,915 shares; 2025Q1: 633 shares; 2025Q2: 377 shares; 2025Q3: 1 shares; 2025Q4: 51,550 shares; 2026Q1: 35,599 shares; 2026Q2: 25,474 shares 25,474 $1.22M 0.07% -10,125 Timeline EVRG EVERGY INC More: the full row for EVERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,183 shares; 2024Q4: 13,183 shares; 2025Q1: 13,183 shares; 2025Q2: 13,183 shares; 2025Q3: 13,183 shares; 2025Q4: 13,183 shares; 2026Q1: 13,690 shares; 2026Q2: 13,683 shares 13,683 $1.18M 0.07% -7 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18 shares; 2024Q4: 18 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 37 shares; 2026Q1: 1,052 shares; 2026Q2: 1,022 shares 1,022 $1.18M 0.07% -30 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 969 shares; 2025Q1: 95 shares; 2025Q2: 95 shares; 2025Q3: 6,412 shares; 2025Q4: 6,339 shares; 2026Q1: 6,339 shares; 2026Q2: 6,337 shares 6,337 $1.15M 0.07% -2 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,755 shares; 2024Q4: 2,755 shares; 2025Q1: 6,885 shares; 2025Q2: 6,885 shares; 2025Q3: 7,139 shares; 2025Q4: 6,885 shares; 2026Q1: 6,885 shares; 2026Q2: 6,885 shares 6,885 $1.13M 0.07% 0 Timeline TY TRI CONTL CORP More: the full row for TRI CONTL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 32,802 shares; 2024Q4: 32,510 shares; 2025Q1: 32,056 shares; 2025Q2: 31,602 shares; 2025Q3: 31,156 shares; 2025Q4: 30,496 shares; 2026Q1: 30,496 shares; 2026Q2: 29,946 shares 29,946 $1.03M 0.06% -550 Timeline XYL XYLEM INC More: the full row for XYLEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,116 shares; 2024Q4: 13,447 shares; 2025Q1: 14,322 shares; 2025Q2: 14,089 shares; 2025Q3: 9,076 shares; 2025Q4: 8,755 shares; 2026Q1: 8,698 shares; 2026Q2: 8,663 shares 8,663 $1.02M 0.06% -35 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,046 shares; 2024Q4: 8,369 shares; 2025Q1: 7,046 shares; 2025Q2: 7,046 shares; 2025Q3: 7,104 shares; 2025Q4: 7,084 shares; 2026Q1: 8,048 shares; 2026Q2: 8,048 shares 8,048 $1.02M 0.06% 0 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,794 shares; 2024Q4: 8,978 shares; 2025Q1: 8,858 shares; 2025Q2: 8,858 shares; 2025Q3: 8,910 shares; 2025Q4: 8,987 shares; 2026Q1: 11,310 shares; 2026Q2: 11,595 shares 11,595 $1.02M 0.06% +285 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,800 shares; 2024Q4: 5,800 shares; 2025Q1: not reported; 2025Q2: 95 shares; 2025Q3: 138 shares; 2025Q4: 793 shares; 2026Q1: 743 shares; 2026Q2: 1,751 shares 1,751 $1.02M 0.06% +1,008 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,535 shares; 2024Q4: 6,044 shares; 2025Q1: 5,875 shares; 2025Q2: 6,954 shares; 2025Q3: 7,247 shares; 2025Q4: 7,207 shares; 2026Q1: 7,317 shares; 2026Q2: 35,643 shares 35,643 $977K 0.06% +28,326 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 144 shares; 2024Q4: 144 shares; 2025Q1: 944 shares; 2025Q2: 944 shares; 2025Q3: 2,016 shares; 2025Q4: 2,016 shares; 2026Q1: 2,026 shares; 2026Q2: 2,026 shares 2,026 $968K 0.06% 0 Timeline BIZD VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 46,941 shares; 2025Q2: 45,065 shares; 2025Q3: 46,891 shares; 2025Q4: 62,289 shares; 2026Q1: 67,771 shares; 2026Q2: 75,481 shares 75,481 $956K 0.06% +7,710 Timeline EWA ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 38,260 shares; 2024Q4: 38,260 shares; 2025Q1: 33,155 shares; 2025Q2: 33,155 shares; 2025Q3: 33,155 shares; 2025Q4: 33,155 shares; 2026Q1: 33,155 shares; 2026Q2: 33,155 shares 33,155 $934K 0.05% 0 Timeline GEHC GE HEALTHCARE TECHNOLOGIES I More: the full row for GE HEALTHCARE TECHNOLOGIES I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,825 shares; 2024Q4: 19,825 shares; 2025Q1: 13,592 shares; 2025Q2: 13,577 shares; 2025Q3: 13,620 shares; 2025Q4: 13,570 shares; 2026Q1: 13,604 shares; 2026Q2: 13,604 shares 13,604 $871K 0.05% 0 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 33 shares; 2025Q1: 33 shares; 2025Q2: 33 shares; 2025Q3: 1,233 shares; 2025Q4: 1,233 shares; 2026Q1: 3,233 shares; 2026Q2: 3,386 shares 3,386 $865K 0.05% +153 Timeline LITE LUMENTUM HLDGS INC More: the full row for LUMENTUM HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,000 shares; 2026Q2: 1,000 shares 1,000 $858K 0.05% 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; 2024Q3: 166,000 shares; 2024Q4: 166,000 shares; 2025Q1: 166,000 shares; 2025Q2: 155,500 shares; 2025Q3: 153,560 shares; 2025Q4: 153,560 shares; 2026Q1: 145,000 shares; 2026Q2: 145,000 shares 145,000 $857K 0.05% 0 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,500 shares; 2024Q4: 3,567 shares; 2025Q1: 3,567 shares; 2025Q2: 3,567 shares; 2025Q3: 3,571 shares; 2025Q4: 3,592 shares; 2026Q1: 3,567 shares; 2026Q2: 3,653 shares 3,653 $818K 0.05% +86 Timeline CUT INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 52,000 shares; 2024Q4: 52,000 shares; 2025Q1: 52,000 shares; 2025Q2: 52,000 shares; 2025Q3: 52,000 shares; 2025Q4: 52,000 shares; 2026Q1: 28,795 shares; 2026Q2: 28,795 shares 28,795 $805K 0.05% 0 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,760 shares; 2024Q4: 12,826 shares; 2025Q1: 12,826 shares; 2025Q2: 12,826 shares; 2025Q3: 13,031 shares; 2025Q4: 13,131 shares; 2026Q1: 13,881 shares; 2026Q2: 13,881 shares 13,881 $791K 0.05% 0 Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,000 shares; 2024Q4: 25,000 shares; 2025Q1: 25,000 shares; 2025Q2: 25,000 shares; 2025Q3: 25,000 shares; 2025Q4: 25,000 shares; 2026Q1: 25,000 shares; 2026Q2: 25,000 shares 25,000 $790K 0.05% 0 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,140 shares; 2024Q4: 2,140 shares; 2025Q1: 2,140 shares; 2025Q2: 2,140 shares; 2025Q3: 2,140 shares; 2025Q4: 2,140 shares; 2026Q1: 2,144 shares; 2026Q2: 2,144 shares 2,144 $790K 0.05% 0 Timeline KRMD KORU MEDICAL SYSTEMS INC More: the full row for KORU MEDICAL SYSTEMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 667,783 shares; 2024Q4: 566,374 shares; 2025Q1: 441,374 shares; 2025Q2: 356,374 shares; 2025Q3: 216,374 shares; 2025Q4: 216,374 shares; 2026Q1: 216,374 shares; 2026Q2: 186,374 shares 186,374 $783K 0.05% -30,000 Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,378 shares; 2024Q4: 8,278 shares; 2025Q1: 8,028 shares; 2025Q2: 7,300 shares; 2025Q3: 7,276 shares; 2025Q4: 4,376 shares; 2026Q1: 4,280 shares; 2026Q2: 4,280 shares 4,280 $769K 0.04% 0 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1 shares; 2025Q2: 1 shares; 2025Q3: 1 shares; 2025Q4: 1 shares; 2026Q1: 1 shares; 2026Q2: 1 shares 1 $749K 0.04% 0 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,632 shares; 2024Q4: 10,632 shares; 2025Q1: 10,373 shares; 2025Q2: 10,373 shares; 2025Q3: 10,373 shares; 2025Q4: 10,373 shares; 2026Q1: 10,373 shares; 2026Q2: 9,810 shares 9,810 $744K 0.04% -563 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,065 shares; 2024Q4: 3,065 shares; 2025Q1: 3,065 shares; 2025Q2: 3,065 shares; 2025Q3: 3,665 shares; 2025Q4: 4,165 shares; 2026Q1: 4,165 shares; 2026Q2: 5,165 shares 5,165 $721K 0.04% +1,000 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,768 shares; 2024Q4: 7,759 shares; 2025Q1: 9,397 shares; 2025Q2: 9,266 shares; 2025Q3: 9,129 shares; 2025Q4: 9,097 shares; 2026Q1: 9,096 shares; 2026Q2: 9,069 shares 9,069 $699K 0.04% -27 Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,431 shares; 2024Q4: 5,243 shares; 2025Q1: 11,720 shares; 2025Q2: 11,720 shares; 2025Q3: 11,724 shares; 2025Q4: 10,934 shares; 2026Q1: 11,148 shares; 2026Q2: 10,973 shares 10,973 $639K 0.04% -175 Timeline ARCC ARES CAPITAL CORP More: the full row for ARES CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 98,350 shares; 2024Q4: 92,910 shares; 2025Q1: 65,080 shares; 2025Q2: 64,605 shares; 2025Q3: 62,315 shares; 2025Q4: 43,265 shares; 2026Q1: 38,195 shares; 2026Q2: 31,295 shares 31,295 $580K 0.03% -6,900 Timeline GBDC GOLUB CAP BDC INC More: the full row for GOLUB CAP BDC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 113,962 shares; 2024Q4: 109,828 shares; 2025Q1: 66,080 shares; 2025Q2: 69,834 shares; 2025Q3: 52,860 shares; 2025Q4: 35,860 shares; 2026Q1: 40,593 shares; 2026Q2: 38,748 shares 38,748 $499K 0.03% -1,845 Timeline CIEN CIENA CORP More: the full row for CIENA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,000 shares; 2026Q2: 1,000 shares 1,000 $491K 0.03% 0 Timeline JQUA J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,487 shares; 2024Q4: 1,487 shares; 2025Q1: 6,540 shares; 2025Q2: 6,540 shares; 2025Q3: 6,540 shares; 2025Q4: 6,627 shares; 2026Q1: 6,540 shares; 2026Q2: 6,540 shares 6,540 $473K 0.03% 0 Timeline JPUS J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,200 shares; 2024Q4: 3,200 shares; 2025Q1: 3,200 shares; 2025Q2: 3,200 shares; 2025Q3: 3,200 shares; 2025Q4: 3,200 shares; 2026Q1: 3,200 shares; 2026Q2: 3,200 shares 3,200 $449K 0.03% 0 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares; 2026Q1: 1,000 shares; 2026Q2: 1,000 shares 1,000 $431K 0.02% 0 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 162,306 shares; 2024Q4: 162,076 shares; 2025Q1: 163,579 shares; 2025Q2: 90,742 shares; 2025Q3: 91,092 shares; 2025Q4: 88,417 shares; 2026Q1: 3,216 shares; 2026Q2: 2,917 shares 2,917 $427K 0.02% -299 Timeline ARM ARM HOLDINGS PLC More: the full row for ARM HOLDINGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,200 shares 1,200 $425K 0.02% new Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,889 shares; 2024Q4: 2,760 shares; 2025Q1: 1,936 shares; 2025Q2: 1,661 shares; 2025Q3: 6,461 shares; 2025Q4: 6,429 shares; 2026Q1: 5,876 shares; 2026Q2: 5,876 shares 5,876 $423K 0.02% 0 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,275 shares; 2024Q4: 2,715 shares; 2025Q1: 2,715 shares; 2025Q2: 2,715 shares; 2025Q3: 2,743 shares; 2025Q4: 2,743 shares; 2026Q1: 2,743 shares; 2026Q2: 2,708 shares 2,708 $412K 0.02% -35 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 666 shares; 2024Q4: 666 shares; 2025Q1: 908 shares; 2025Q2: 908 shares; 2025Q3: 908 shares; 2025Q4: 1,382 shares; 2026Q1: 1,382 shares; 2026Q2: 1,327 shares 1,327 $399K 0.02% -55 Timeline ONEQ FIDELITY COMWLTH TR More: the full row for FIDELITY COMWLTH TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,518 shares; 2024Q4: 3,488 shares; 2025Q1: 3,868 shares; 2025Q2: 3,866 shares; 2025Q3: 3,895 shares; 2025Q4: 3,982 shares; 2026Q1: 3,892 shares; 2026Q2: 3,852 shares 3,852 $398K 0.02% -40 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 31 shares; 2024Q4: 87 shares; 2025Q1: 87 shares; 2025Q2: 87 shares; 2025Q3: 87 shares; 2025Q4: 548 shares; 2026Q1: 548 shares; 2026Q2: 548 shares 548 $396K 0.02% 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,000 shares; 2026Q2: 1,000 shares 1,000 $394K 0.02% 0 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,808 shares; 2024Q4: 13,708 shares; 2025Q1: 8,609 shares; 2025Q2: 8,609 shares; 2025Q3: 9,697 shares; 2025Q4: 8,609 shares; 2026Q1: 9,248 shares; 2026Q2: 9,209 shares 9,209 $390K 0.02% -39 Timeline JAVA J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,350 shares; 2024Q4: 1,350 shares; 2025Q1: 4,850 shares; 2025Q2: 4,850 shares; 2025Q3: 4,850 shares; 2025Q4: 4,850 shares; 2026Q1: 4,850 shares; 2026Q2: 4,850 shares 4,850 $385K 0.02% 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; 2024Q3: 1,875 shares; 2024Q4: 1,809 shares; 2025Q1: 2,214 shares; 2025Q2: 2,214 shares; 2025Q3: 2,214 shares; 2025Q4: 1,787 shares; 2026Q1: 1,817 shares; 2026Q2: 1,817 shares 1,817 $373K 0.02% 0 Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,288 shares; 2025Q2: 8,288 shares; 2025Q3: 8,288 shares; 2025Q4: 8,288 shares; 2026Q1: 8,288 shares; 2026Q2: 8,288 shares 8,288 $368K 0.02% 0 Timeline CLS CELESTICA INC More: the full row for CELESTICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,000 shares; 2026Q1: 1,000 shares; 2026Q2: 1,000 shares 1,000 $365K 0.02% 0 Timeline EWH ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 63,000 shares; 2024Q4: 63,000 shares; 2025Q1: 63,000 shares; 2025Q2: 63,000 shares; 2025Q3: 63,000 shares; 2025Q4: 38,365 shares; 2026Q1: 17,110 shares; 2026Q2: 17,110 shares 17,110 $358K 0.02% 0 Timeline SDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,250 shares; 2025Q2: 8,250 shares; 2025Q3: 8,250 shares; 2025Q4: 8,250 shares; 2026Q1: 8,250 shares; 2026Q2: 8,250 shares 8,250 $356K 0.02% 0 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,662 shares; 2024Q4: 10,647 shares; 2025Q1: 10,584 shares; 2025Q2: 10,499 shares; 2025Q3: 10,456 shares; 2025Q4: 10,456 shares; 2026Q1: 10,498 shares; 2026Q2: 10,498 shares 10,498 $355K 0.02% 0 Timeline VIS VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 981 shares; 2024Q4: 981 shares; 2025Q1: 981 shares; 2025Q2: 981 shares; 2025Q3: 981 shares; 2025Q4: 981 shares; 2026Q1: 981 shares; 2026Q2: 981 shares 981 $354K 0.02% 0 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,100 shares; 2024Q4: 1,100 shares; 2025Q1: 1,100 shares; 2025Q2: 1,100 shares; 2025Q3: 1,100 shares; 2025Q4: 1,100 shares; 2026Q1: 1,100 shares; 2026Q2: 1,100 shares 1,100 $349K 0.02% 0 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,085 shares; 2024Q4: 2,055 shares; 2025Q1: 2,046 shares; 2025Q2: 1,987 shares; 2025Q3: 1,986 shares; 2025Q4: 1,955 shares; 2026Q1: 1,839 shares; 2026Q2: 1,837 shares 1,837 $346K 0.02% -2 Timeline SCHM SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,685 shares; 2024Q4: 10,945 shares; 2025Q1: 9,616 shares; 2025Q2: 9,492 shares; 2025Q3: 9,307 shares; 2025Q4: 9,307 shares; 2026Q1: 9,264 shares; 2026Q2: 9,221 shares 9,221 $340K 0.02% -43 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 67 shares; 2024Q4: 190 shares; 2025Q1: 191 shares; 2025Q2: 191 shares; 2025Q3: 490 shares; 2025Q4: 1,255 shares; 2026Q1: 4,052 shares; 2026Q2: 4,052 shares 4,052 $335K 0.02% 0 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 239 shares; 2024Q4: 240 shares; 2025Q1: 72 shares; 2025Q2: 72 shares; 2025Q3: 72 shares; 2025Q4: 41 shares; 2026Q1: 176 shares; 2026Q2: 2,688 shares 2,688 $334K 0.02% +2,512 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,755 shares; 2024Q4: 4,875 shares; 2025Q1: 4,652 shares; 2025Q2: 4,652 shares; 2025Q3: 4,715 shares; 2025Q4: 4,652 shares; 2026Q1: 4,652 shares; 2026Q2: 4,098 shares 4,098 $333K 0.02% -554 Timeline RSPT INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,130 shares; 2024Q4: 5,130 shares; 2025Q1: 5,130 shares; 2025Q2: 5,130 shares; 2025Q3: 5,020 shares; 2025Q4: 5,020 shares; 2026Q1: 5,020 shares; 2026Q2: 5,020 shares 5,020 $324K 0.02% 0 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 495 shares; 2025Q1: 495 shares; 2025Q2: 495 shares; 2025Q3: 495 shares; 2025Q4: 695 shares; 2026Q1: 1,011 shares; 2026Q2: 1,011 shares 1,011 $318K 0.02% 0 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,712 shares; 2024Q4: 18,582 shares; 2025Q1: 18,342 shares; 2025Q2: 18,342 shares; 2025Q3: 18,342 shares; 2025Q4: 8,342 shares; 2026Q1: 8,342 shares; 2026Q2: 8,337 shares 8,337 $306K 0.02% -5 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 317 shares; 2024Q4: 317 shares; 2025Q1: 317 shares; 2025Q2: 317 shares; 2025Q3: 317 shares; 2025Q4: 317 shares; 2026Q1: 317 shares; 2026Q2: 317 shares 317 $306K 0.02% 0 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,063 shares; 2024Q4: 1,063 shares; 2025Q1: 1,063 shares; 2025Q2: 1,063 shares; 2025Q3: 1,063 shares; 2025Q4: 1,601 shares; 2026Q1: 1,601 shares; 2026Q2: 1,601 shares 1,601 $305K 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; 2024Q3: 1,281 shares; 2024Q4: 1,281 shares; 2025Q1: 1,281 shares; 2025Q2: 1,281 shares; 2025Q3: 1,281 shares; 2025Q4: 2,562 shares; 2026Q1: 2,562 shares; 2026Q2: 2,562 shares 2,562 $300K 0.02% 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; 2024Q3: 1,018 shares; 2024Q4: 1,172 shares; 2025Q1: 1,172 shares; 2025Q2: 1,172 shares; 2025Q3: 1,172 shares; 2025Q4: 1,172 shares; 2026Q1: 1,172 shares; 2026Q2: 1,172 shares 1,172 $300K 0.02% 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,000 shares; 2026Q2: 1,000 shares 1,000 $298K 0.02% 0 Timeline SOFI SOFI TECHNOLOGIES INC More: the full row for SOFI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,415 shares; 2024Q4: 16,415 shares; 2025Q1: 16,415 shares; 2025Q2: 16,415 shares; 2025Q3: 16,415 shares; 2025Q4: 16,415 shares; 2026Q1: 16,415 shares; 2026Q2: 16,415 shares 16,415 $294K 0.02% 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; 2024Q3: not reported; 2024Q4: 634 shares; 2025Q1: 58 shares; 2025Q2: 58 shares; 2025Q3: 4,913 shares; 2025Q4: 4,884 shares; 2026Q1: 4,884 shares; 2026Q2: 4,884 shares 4,884 $282K 0.02% 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares; 2026Q1: 1,000 shares; 2026Q2: 1,000 shares 1,000 $276K 0.02% 0 Timeline PFFD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,154 shares; 2024Q4: 9,154 shares; 2025Q1: 9,154 shares; 2025Q2: 9,154 shares; 2025Q3: 9,154 shares; 2025Q4: 9,154 shares; 2026Q1: 9,154 shares; 2026Q2: 14,594 shares 14,594 $273K 0.02% +5,440 Timeline CRDO CREDO TECHNOLOGY GROUP HOLDI More: the full row for CREDO TECHNOLOGY GROUP HOLDI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,050 shares; 2026Q1: 1,000 shares; 2026Q2: 1,000 shares 1,000 $272K 0.02% 0 Timeline TSEM TOWER SEMICONDUCTOR LTD More: the full row for TOWER SEMICONDUCTOR LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,017 shares; 2026Q2: 1,000 shares 1,000 $261K 0.02% -17 Timeline VTEC VANGUARD CALIF TAX FREE FDS More: the full row for VANGUARD CALIF TAX FREE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 425 shares; 2025Q1: 425 shares; 2025Q2: 625 shares; 2025Q3: 825 shares; 2025Q4: 1,185 shares; 2026Q1: 1,185 shares; 2026Q2: 2,590 shares 2,590 $261K 0.02% +1,405 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 632 shares; 2024Q4: 632 shares; 2025Q1: 494 shares; 2025Q2: 494 shares; 2025Q3: 490 shares; 2025Q4: 489 shares; 2026Q1: 489 shares; 2026Q2: 2,931 shares 2,931 $252K 0.01% +2,442 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 103 shares; 2024Q4: 192 shares; 2025Q1: 89 shares; 2025Q2: 89 shares; 2025Q3: 89 shares; 2025Q4: 108 shares; 2026Q1: 589 shares; 2026Q2: 736 shares 736 $249K 0.01% +147 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,080 shares; 2024Q4: 1,137 shares; 2025Q1: 1,137 shares; 2025Q2: 1,137 shares; 2025Q3: 1,137 shares; 2025Q4: 1,137 shares; 2026Q1: 1,137 shares; 2026Q2: 1,137 shares 1,137 $248K 0.01% 0 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,021 shares 1,021 $248K 0.01% new Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 280 shares; 2024Q4: 1,290 shares; 2025Q1: 1,290 shares; 2025Q2: 1,290 shares; 2025Q3: 1,290 shares; 2025Q4: 1,290 shares; 2026Q1: 1,290 shares; 2026Q2: 1,290 shares 1,290 $246K 0.01% 0 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 558 shares; 2024Q4: 558 shares; 2025Q1: 558 shares; 2025Q2: 558 shares; 2025Q3: 558 shares; 2025Q4: 558 shares; 2026Q1: 558 shares; 2026Q2: 558 shares 558 $238K 0.01% 0 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,655 shares; 2024Q4: 8,155 shares; 2025Q1: 6,670 shares; 2025Q2: 6,670 shares; 2025Q3: 6,670 shares; 2025Q4: 6,670 shares; 2026Q1: 6,555 shares; 2026Q2: 4,451 shares 4,451 $225K 0.01% -2,104 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20 shares; 2024Q4: 20 shares; 2025Q1: 20 shares; 2025Q2: 20 shares; 2025Q3: 20 shares; 2025Q4: 20 shares; 2026Q1: 20 shares; 2026Q2: 340 shares 340 $223K 0.01% +320 Timeline CBRS CEREBRAS SYSTEMS INC More: the full row for CEREBRAS SYSTEMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,000 shares 1,000 $221K 0.01% new Timeline FTGS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,333 shares; 2024Q4: 1,333 shares; 2025Q1: 5,735 shares; 2025Q2: 5,735 shares; 2025Q3: 5,735 shares; 2025Q4: 5,735 shares; 2026Q1: 5,735 shares; 2026Q2: 5,735 shares 5,735 $212K 0.01% 0 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 300 shares; 2024Q4: 638 shares; 2025Q1: 665 shares; 2025Q2: 665 shares; 2025Q3: 665 shares; 2025Q4: 665 shares; 2026Q1: 665 shares; 2026Q2: 665 shares 665 $209K 0.01% 0 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,764 shares; 2024Q4: 1,771 shares; 2025Q1: 1,771 shares; 2025Q2: 807 shares; 2025Q3: 962 shares; 2025Q4: 962 shares; 2026Q1: 1,073 shares; 2026Q2: 1,062 shares 1,062 $201K 0.01% -11 Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 190 shares; 2024Q4: 690 shares; 2025Q1: 690 shares; 2025Q2: 690 shares; 2025Q3: 690 shares; 2025Q4: 690 shares; 2026Q1: 690 shares; 2026Q2: 690 shares 690 $194K 0.01% 0 Timeline SPCX SPACE EXPLORATION TECHN CORP More: the full row for SPACE EXPLORATION TECHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,095 shares 1,095 $187K 0.01% new Timeline TRVI TREVI THERAPEUTICS INC More: the full row for TREVI THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 10,000 shares 10,000 $186K 0.01% new Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 33 shares; 2024Q4: 37 shares; 2025Q1: 37 shares; 2025Q2: 37 shares; 2025Q3: 40 shares; 2025Q4: 184 shares; 2026Q1: 184 shares; 2026Q2: 184 shares 184 $186K 0.01% 0 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,516 shares 2,516 $185K 0.01% new 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; 2024Q3: 1,650 shares; 2024Q4: 1,650 shares; 2025Q1: 1,650 shares; 2025Q2: 1,650 shares; 2025Q3: 1,650 shares; 2025Q4: 1,650 shares; 2026Q1: 1,650 shares; 2026Q2: 1,650 shares 1,650 $184K 0.01% 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,066 shares 2,066 $177K 0.01% new Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,111 shares; 2024Q4: 1,111 shares; 2025Q1: 1,111 shares; 2025Q2: 1,111 shares; 2025Q3: 1,111 shares; 2025Q4: 1,111 shares; 2026Q1: 1,111 shares; 2026Q2: 1,111 shares 1,111 $176K 0.01% 0 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,440 shares; 2024Q4: 4,440 shares; 2025Q1: 4,407 shares; 2025Q2: 4,407 shares; 2025Q3: 4,423 shares; 2025Q4: 1,873 shares; 2026Q1: 1,999 shares; 2026Q2: 1,999 shares 1,999 $174K 0.01% 0 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 33 shares; 2025Q1: 33 shares; 2025Q2: 33 shares; 2025Q3: 1,034 shares; 2025Q4: 978 shares; 2026Q1: 1,233 shares; 2026Q2: 1,534 shares 1,534 $174K 0.01% +301 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 285 shares; 2024Q4: 600 shares; 2025Q1: 7,000 shares; 2025Q2: 7,000 shares; 2025Q3: 7,000 shares; 2025Q4: 7,028 shares; 2026Q1: 7,000 shares; 2026Q2: 7,590 shares 7,590 $173K 0.01% +590 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,254 shares; 2024Q4: 2,236 shares; 2025Q1: 976 shares; 2025Q2: 942 shares; 2025Q3: 1,642 shares; 2025Q4: 1,242 shares; 2026Q1: 7,059 shares; 2026Q2: 7,059 shares 7,059 $170K 0.01% 0 Timeline ERTH INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,556 shares; 2024Q4: 3,556 shares; 2025Q1: 3,556 shares; 2025Q2: 3,556 shares; 2025Q3: 3,556 shares; 2025Q4: 3,556 shares; 2026Q1: 3,556 shares; 2026Q2: 3,556 shares 3,556 $168K 0.01% 0 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 262 shares; 2025Q1: 262 shares; 2025Q2: 262 shares; 2025Q3: 262 shares; 2025Q4: 288 shares; 2026Q1: 262 shares; 2026Q2: 262 shares 262 $166K 0.01% 0 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,000 shares; 2024Q4: 3,000 shares; 2025Q1: 3,000 shares; 2025Q2: 3,000 shares; 2025Q3: 3,000 shares; 2025Q4: 3,000 shares; 2026Q1: 3,100 shares; 2026Q2: 3,100 shares 3,100 $166K 0.01% 0 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 56 shares; 2025Q3: 56 shares; 2025Q4: 56 shares; 2026Q1: 64 shares; 2026Q2: 3,404 shares 3,404 $165K 0.01% +3,340 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 14 shares; 2025Q1: 2,421 shares; 2025Q2: 2,424 shares; 2025Q3: 2,445 shares; 2025Q4: 2,410 shares; 2026Q1: 2,410 shares; 2026Q2: 1,410 shares 1,410 $165K 0.01% -1,000 Timeline SGOL ETFS GOLD TR More: the full row for ETFS GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,220 shares; 2024Q4: 4,220 shares; 2025Q1: 4,220 shares; 2025Q2: 4,220 shares; 2025Q3: 4,220 shares; 2025Q4: 4,220 shares; 2026Q1: 4,220 shares; 2026Q2: 4,220 shares 4,220 $161K 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; 2024Q3: not reported; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares; 2026Q1: 8,277 shares; 2026Q2: 8,277 shares 8,277 $160K 0.01% 0 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 282 shares; 2024Q4: 376 shares; 2025Q1: 376 shares; 2025Q2: 376 shares; 2025Q3: 376 shares; 2025Q4: 398 shares; 2026Q1: 384 shares; 2026Q2: 530 shares 530 $154K 0.01% +146 Timeline FTCS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 509 shares; 2024Q4: 509 shares; 2025Q1: 1,910 shares; 2025Q2: 1,910 shares; 2025Q3: 1,630 shares; 2025Q4: 1,630 shares; 2026Q1: 1,630 shares; 2026Q2: 1,630 shares 1,630 $153K 0.01% 0 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 631 shares; 2024Q4: 486 shares; 2025Q1: 478 shares; 2025Q2: 478 shares; 2025Q3: 537 shares; 2025Q4: 215 shares; 2026Q1: 249 shares; 2026Q2: 298 shares 298 $153K 0.01% +49 Timeline AAOI APPLIED OPTOELECTRONICS INC More: the full row for APPLIED OPTOELECTRONICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,000 shares; 2026Q2: 1,000 shares 1,000 $148K 0.01% 0 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 58 shares; 2024Q4: 87 shares; 2025Q1: 87 shares; 2025Q2: 87 shares; 2025Q3: 87 shares; 2025Q4: 123 shares; 2026Q1: 87 shares; 2026Q2: 331 shares 331 $131K 0.01% +244 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 500 shares; 2024Q4: 552 shares; 2025Q1: 552 shares; 2025Q2: 552 shares; 2025Q3: 552 shares; 2025Q4: 552 shares; 2026Q1: 552 shares; 2026Q2: 552 shares 552 $131K 0.01% 0 Timeline FTNJ PUTNAM ETF TRUST More: the full row for PUTNAM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,400 shares; 2026Q2: 14,050 shares 14,050 $124K 0.01% +12,650 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,107 shares; 2024Q4: 1,107 shares; 2025Q1: 1,107 shares; 2025Q2: 1,171 shares; 2025Q3: 1,171 shares; 2025Q4: 1,171 shares; 2026Q1: 1,171 shares; 2026Q2: 1,171 shares 1,171 $122K 0.01% 0 Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 161 shares; 2024Q4: 161 shares; 2025Q1: 161 shares; 2025Q2: 162 shares; 2025Q3: 162 shares; 2025Q4: 163 shares; 2026Q1: 162 shares; 2026Q2: 679 shares 679 $121K 0.01% +517 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24 shares; 2024Q4: 56 shares; 2025Q1: 36 shares; 2025Q2: 36 shares; 2025Q3: 46 shares; 2025Q4: 46 shares; 2026Q1: 60 shares; 2026Q2: 60 shares 60 $119K 0.01% 0 Timeline JPME J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 936 shares; 2024Q4: 936 shares; 2025Q1: 1,610 shares; 2025Q2: 936 shares; 2025Q3: 936 shares; 2025Q4: 936 shares; 2026Q1: 936 shares; 2026Q2: 936 shares 936 $116K 0.01% 0 Timeline AVIG AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,805 shares; 2026Q2: 2,805 shares 2,805 $116K 0.01% 0 Timeline HUT HUT 8 CORP More: the full row for HUT 8 CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,000 shares; 2026Q2: 1,000 shares 1,000 $115K 0.01% 0 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 775 shares; 2024Q4: 775 shares; 2025Q1: 775 shares; 2025Q2: 775 shares; 2025Q3: 775 shares; 2025Q4: 775 shares; 2026Q1: 775 shares; 2026Q2: 775 shares 775 $114K 0.01% 0 Timeline FAN FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,530 shares; 2024Q4: 4,530 shares; 2025Q1: 4,530 shares; 2025Q2: 4,530 shares; 2025Q3: 4,530 shares; 2025Q4: 4,530 shares; 2026Q1: 4,530 shares; 2026Q2: 4,530 shares 4,530 $113K 0.01% 0 Timeline QSPT FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,200 shares; 2024Q4: 3,200 shares; 2025Q1: 3,200 shares; 2025Q2: 3,200 shares; 2025Q3: 3,200 shares; 2025Q4: 3,200 shares; 2026Q1: 3,200 shares; 2026Q2: 3,200 shares 3,200 $111K 0.01% 0 Timeline UL UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 187 shares; 2026Q1: 1,875 shares; 2026Q2: 1,842 shares 1,842 $111K 0.01% -33 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 360 shares; 2024Q4: 360 shares; 2025Q1: 391 shares; 2025Q2: 360 shares; 2025Q3: 360 shares; 2025Q4: 360 shares; 2026Q1: 360 shares; 2026Q2: 360 shares 360 $109K 0.01% 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; 2024Q3: 1,378 shares; 2024Q4: 1,092 shares; 2025Q1: 1,092 shares; 2025Q2: 1,092 shares; 2025Q3: 1,307 shares; 2025Q4: 1,292 shares; 2026Q1: 1,292 shares; 2026Q2: 1,292 shares 1,292 $108K 0.01% 0 Timeline IGIB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,817 shares; 2024Q4: 2,817 shares; 2025Q1: 2,817 shares; 2025Q2: 2,817 shares; 2025Q3: 2,817 shares; 2025Q4: 2,817 shares; 2026Q1: 2,017 shares; 2026Q2: 2,017 shares 2,017 $107K 0.01% 0 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 40 shares; 2024Q4: 46 shares; 2025Q1: 46 shares; 2025Q2: 46 shares; 2025Q3: 59 shares; 2025Q4: 309 shares; 2026Q1: 324 shares; 2026Q2: 324 shares 324 $107K 0.01% 0 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23 shares; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 100 shares; 2025Q4: 100 shares; 2026Q1: 100 shares; 2026Q2: 100 shares 100 $106K 0.01% 0 Timeline RIO RIO TINTO PLC More: the full row for RIO TINTO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,000 shares; 2024Q4: 1,113 shares; 2025Q1: 1,113 shares; 2025Q2: 1,113 shares; 2025Q3: 1,113 shares; 2025Q4: 1,213 shares; 2026Q1: 1,117 shares; 2026Q2: 1,113 shares 1,113 $106K 0.01% -4 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 454 shares; 2024Q4: 566 shares; 2025Q1: 566 shares; 2025Q2: 566 shares; 2025Q3: 566 shares; 2025Q4: 566 shares; 2026Q1: 656 shares; 2026Q2: 656 shares 656 $105K 0.01% 0 Timeline TTEK TETRA TECH INC NEW More: the full row for TETRA TECH INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,625 shares; 2024Q4: 3,625 shares; 2025Q1: 3,625 shares; 2025Q2: 3,625 shares; 2025Q3: 3,625 shares; 2025Q4: 3,625 shares; 2026Q1: 3,625 shares; 2026Q2: 3,625 shares 3,625 $105K 0.01% 0 Timeline TMC TMC THE METALS COMPANY INC More: the full row for TMC THE METALS COMPANY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 23,185 shares; 2026Q2: 23,185 shares 23,185 $103K 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; 2024Q3: 100 shares; 2024Q4: 450 shares; 2025Q1: 450 shares; 2025Q2: 450 shares; 2025Q3: 450 shares; 2025Q4: 450 shares; 2026Q1: 350 shares; 2026Q2: 350 shares 350 $102K 0.01% 0 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 200 shares; 2024Q4: 206 shares; 2025Q1: 206 shares; 2025Q2: 251 shares; 2025Q3: 351 shares; 2025Q4: 1,366 shares; 2026Q1: 306 shares; 2026Q2: 412 shares 412 $102K 0.01% +106 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 96 shares; 2024Q4: 96 shares; 2025Q1: 96 shares; 2025Q2: 96 shares; 2025Q3: 96 shares; 2025Q4: 96 shares; 2026Q1: 132 shares; 2026Q2: 132 shares 132 $101K 0.01% 0 Timeline XLRE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 349,816 shares; 2024Q4: 341,562 shares; 2025Q1: 376,021 shares; 2025Q2: 6,442 shares; 2025Q3: 5,753 shares; 2025Q4: 3,257 shares; 2026Q1: 2,262 shares; 2026Q2: 2,262 shares 2,262 $99.6K 0.01% 0 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 41 shares; 2024Q4: 41 shares; 2025Q1: 41 shares; 2025Q2: 41 shares; 2025Q3: 77 shares; 2025Q4: 94 shares; 2026Q1: 77 shares; 2026Q2: 190 shares 190 $98.6K 0.01% +113 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,000 shares; 2024Q4: 1,184 shares; 2025Q1: 1,184 shares; 2025Q2: 1,184 shares; 2025Q3: 1,184 shares; 2025Q4: 1,184 shares; 2026Q1: 1,286 shares; 2026Q2: 1,284 shares 1,284 $95.5K 0.01% -2 Timeline JPSE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,573 shares; 2024Q4: 1,573 shares; 2025Q1: 3,004 shares; 2025Q2: 1,573 shares; 2025Q3: 1,573 shares; 2025Q4: 1,573 shares; 2026Q1: 1,573 shares; 2026Q2: 1,573 shares 1,573 $94.6K 0.01% 0 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 190 shares; 2024Q4: 150 shares; 2025Q1: 150 shares; 2025Q2: 150 shares; 2025Q3: 150 shares; 2025Q4: 160 shares; 2026Q1: 180 shares; 2026Q2: 228 shares 228 $92.9K 0.01% +48 Timeline ADM ARCHER DANIELS MIDLAND CO More: the full row for ARCHER DANIELS MIDLAND CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 20 shares; 2025Q1: 20 shares; 2025Q2: 20 shares; 2025Q3: 1,208 shares; 2025Q4: 1,208 shares; 2026Q1: 1,208 shares; 2026Q2: 1,208 shares 1,208 $92.3K 0.01% 0 Timeline DFAT DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,301 shares; 2025Q2: 1,301 shares; 2025Q3: 1,301 shares; 2025Q4: 1,301 shares; 2026Q1: 1,301 shares; 2026Q2: 1,301 shares 1,301 $90.9K 0.01% 0 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 39,598 shares; 2024Q4: 38,066 shares; 2025Q1: 2,986 shares; 2025Q2: 2,968 shares; 2025Q3: 2,950 shares; 2025Q4: 2,950 shares; 2026Q1: 2,950 shares; 2026Q2: 2,950 shares 2,950 $89.9K 0.01% 0 Timeline FSEP FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,600 shares; 2024Q4: 1,600 shares; 2025Q1: 1,600 shares; 2025Q2: 1,600 shares; 2025Q3: 1,600 shares; 2025Q4: 1,600 shares; 2026Q1: 1,600 shares; 2026Q2: 1,600 shares 1,600 $88.1K 0.01% 0 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 92 shares; 2025Q4: 92 shares; 2026Q1: 92 shares; 2026Q2: 191 shares 191 $82.8K <0.01% +99 Timeline GENB GENERATE BIOMEDICINES INC More: the full row for GENERATE BIOMEDICINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,854 shares; 2026Q2: 4,854 shares 4,854 $81.9K <0.01% 0 Timeline VRSK VERISK ANALYTICS INC More: the full row for VERISK ANALYTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 450 shares; 2025Q1: 450 shares; 2025Q2: 450 shares; 2025Q3: 455 shares; 2025Q4: 450 shares; 2026Q1: 450 shares; 2026Q2: 450 shares 450 $80.8K <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; 2024Q3: 400 shares; 2024Q4: 449 shares; 2025Q1: 449 shares; 2025Q2: 449 shares; 2025Q3: 449 shares; 2025Q4: 477 shares; 2026Q1: 449 shares; 2026Q2: 593 shares 593 $80.3K <0.01% +144 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 35 shares; 2024Q4: 179 shares; 2025Q1: 144 shares; 2025Q2: 144 shares; 2025Q3: 174 shares; 2025Q4: 179 shares; 2026Q1: 164 shares; 2026Q2: 232 shares 232 $79.1K <0.01% +68 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 139,777 shares; 2024Q4: 138,884 shares; 2025Q1: 139,990 shares; 2025Q2: 141,131 shares; 2025Q3: 143,466 shares; 2025Q4: 91,064 shares; 2026Q1: 1,974 shares; 2026Q2: 1,609 shares 1,609 $78.9K <0.01% -365 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 695 shares; 2024Q4: 695 shares; 2025Q1: 695 shares; 2025Q2: 735 shares; 2025Q3: 735 shares; 2025Q4: 735 shares; 2026Q1: 735 shares; 2026Q2: 735 shares 735 $75.2K <0.01% 0 Timeline VDC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 332 shares; 2024Q4: 332 shares; 2025Q1: 332 shares; 2025Q2: 332 shares; 2025Q3: 332 shares; 2025Q4: 332 shares; 2026Q1: 332 shares; 2026Q2: 332 shares 332 $74.9K <0.01% 0 Timeline VIRT VIRTU FINL INC More: the full row for VIRTU FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,250 shares; 2025Q1: 1,250 shares; 2025Q2: 1,250 shares; 2025Q3: 1,250 shares; 2025Q4: 1,250 shares; 2026Q1: 1,250 shares; 2026Q2: 1,250 shares 1,250 $74.5K <0.01% 0 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 277 shares; 2024Q4: 783 shares; 2025Q1: 680 shares; 2025Q2: 577 shares; 2025Q3: 577 shares; 2025Q4: 577 shares; 2026Q1: 577 shares; 2026Q2: 577 shares 577 $72.9K <0.01% 0 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 400 shares; 2024Q4: 450 shares; 2025Q1: 450 shares; 2025Q2: 450 shares; 2025Q3: 450 shares; 2025Q4: 450 shares; 2026Q1: 450 shares; 2026Q2: 450 shares 450 $72.9K <0.01% 0 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 500 shares; 2026Q2: 500 shares 500 $72.3K <0.01% 0 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 127 shares; 2025Q1: 127 shares; 2025Q2: 67 shares; 2025Q3: 67 shares; 2025Q4: 111 shares; 2026Q1: 98 shares; 2026Q2: 409 shares 409 $69.1K <0.01% +311 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 45 shares; 2024Q4: 45 shares; 2025Q1: not reported; 2025Q2: 444 shares; 2025Q3: 213 shares; 2025Q4: 204 shares; 2026Q1: 304 shares; 2026Q2: 304 shares 304 $67.8K <0.01% 0 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 44 shares; 2024Q4: 148 shares; 2025Q1: 6,966 shares; 2025Q2: 148 shares; 2025Q3: 148 shares; 2025Q4: 748 shares; 2026Q1: 2,788 shares; 2026Q2: 2,748 shares 2,748 $67.5K <0.01% -40 Timeline SKYY FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 488 shares; 2024Q4: 488 shares; 2025Q1: 488 shares; 2025Q2: 488 shares; 2025Q3: 488 shares; 2025Q4: 488 shares; 2026Q1: 488 shares; 2026Q2: 488 shares 488 $65.7K <0.01% 0 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,100 shares; 2024Q4: 4,100 shares; 2025Q1: 4,100 shares; 2025Q2: 4,212 shares; 2025Q3: 4,212 shares; 2025Q4: 3,775 shares; 2026Q1: 1,298 shares; 2026Q2: 1,298 shares 1,298 $65.7K <0.01% 0 Timeline BN BROOKFIELD CORP More: the full row for BROOKFIELD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 1,500 shares; 2026Q1: 1,500 shares; 2026Q2: 1,500 shares 1,500 $63.9K <0.01% 0 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9 shares; 2024Q4: 65 shares; 2025Q1: 80 shares; 2025Q2: 80 shares; 2025Q3: 70 shares; 2025Q4: 650 shares; 2026Q1: 890 shares; 2026Q2: 890 shares 890 $63.5K <0.01% 0 Timeline BB BLACKBERRY LTD More: the full row for BLACKBERRY LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,000 shares 5,000 $63.2K <0.01% new Timeline IRM IRON MTN INC DEL More: the full row for IRON MTN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 500 shares; 2026Q2: 500 shares 500 $63.2K <0.01% 0 Timeline JEF JEFFERIES FINANCIAL GROUP IN More: the full row for JEFFERIES FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,260 shares; 2024Q4: 1,260 shares; 2025Q1: 1,260 shares; 2025Q2: 1,260 shares; 2025Q3: 1,260 shares; 2025Q4: 1,260 shares; 2026Q1: 1,260 shares; 2026Q2: 1,260 shares 1,260 $63K <0.01% 0 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,110 shares; 2024Q4: 246 shares; 2025Q1: 246 shares; 2025Q2: 246 shares; 2025Q3: 776 shares; 2025Q4: 762 shares; 2026Q1: 762 shares; 2026Q2: 762 shares 762 $61.8K <0.01% 0 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 250 shares; 2024Q4: 250 shares; 2025Q1: 250 shares; 2025Q2: 250 shares; 2025Q3: 250 shares; 2025Q4: 250 shares; 2026Q1: 250 shares; 2026Q2: 250 shares 250 $61.6K <0.01% 0 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,325 shares; 2024Q4: 2,855 shares; 2025Q1: 2,901 shares; 2025Q2: 2,953 shares; 2025Q3: 3,009 shares; 2025Q4: 3,068 shares; 2026Q1: 3,122 shares; 2026Q2: 3,174 shares 3,174 $60.7K <0.01% +52 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 627 shares; 2024Q4: 627 shares; 2025Q1: 627 shares; 2025Q2: 627 shares; 2025Q3: 627 shares; 2025Q4: 627 shares; 2026Q1: 627 shares; 2026Q2: 627 shares 627 $60.5K <0.01% 0 Timeline AKRE PROFESIONALLY MANAGED PORTFO More: the full row for PROFESIONALLY MANAGED PORTFO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,136 shares; 2026Q1: 1,136 shares; 2026Q2: 1,136 shares 1,136 $60.4K <0.01% 0 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 85 shares; 2026Q1: 85 shares; 2026Q2: 85 shares 85 $60.1K <0.01% 0 Timeline CP CANADIAN PACIFIC KANSAS CITY More: the full row for CANADIAN PACIFIC KANSAS CITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 116 shares; 2025Q4: 640 shares; 2026Q1: 640 shares; 2026Q2: 640 shares 640 $55.5K <0.01% 0 Timeline AVLV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 607 shares 607 $55.4K <0.01% new Timeline FDN FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 206 shares; 2024Q4: 206 shares; 2025Q1: 206 shares; 2025Q2: 206 shares; 2025Q3: 206 shares; 2025Q4: 206 shares; 2026Q1: 206 shares; 2026Q2: 206 shares 206 $54.5K <0.01% 0 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 278 shares; 2025Q1: 278 shares; 2025Q2: 278 shares; 2025Q3: 702 shares; 2025Q4: 702 shares; 2026Q1: 729 shares; 2026Q2: 702 shares 702 $54.4K <0.01% -27 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 112 shares; 2024Q4: 131 shares; 2025Q1: 131 shares; 2025Q2: 131 shares; 2025Q3: 134 shares; 2025Q4: 131 shares; 2026Q1: 131 shares; 2026Q2: 131 shares 131 $54.4K <0.01% 0 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,561 shares; 2024Q4: 870 shares; 2025Q1: 870 shares; 2025Q2: 760 shares; 2025Q3: 760 shares; 2025Q4: 760 shares; 2026Q1: 760 shares; 2026Q2: 760 shares 760 $54.1K <0.01% 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; 2024Q3: 1,000 shares; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares; 2026Q1: not reported; 2026Q2: 1,000 shares 1,000 $53.3K <0.01% new Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 4 shares; 2025Q1: 4 shares; 2025Q2: 4 shares; 2025Q3: 4 shares; 2025Q4: 9 shares; 2026Q1: 4 shares; 2026Q2: 39 shares 39 $53.1K <0.01% +35 Timeline PGC PEAPACK-GLADSTONE FINL CORP More: the full row for PEAPACK-GLADSTONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,082 shares; 2025Q1: 1,082 shares; 2025Q2: 1,082 shares; 2025Q3: 1,082 shares; 2025Q4: 1,082 shares; 2026Q1: 1,082 shares; 2026Q2: 1,082 shares 1,082 $51.2K <0.01% 0 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10 shares; 2024Q4: 10 shares; 2025Q1: 10 shares; 2025Q2: 10 shares; 2025Q3: 10 shares; 2025Q4: 10 shares; 2026Q1: 10 shares; 2026Q2: 950 shares 950 $50.9K <0.01% +940 Timeline HPE HEWLETT PACKARD ENTERPRISE C More: the full row for HEWLETT PACKARD ENTERPRISE C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,066 shares; 2024Q4: 1,066 shares; 2025Q1: 1,066 shares; 2025Q2: 1,066 shares; 2025Q3: 1,066 shares; 2025Q4: 1,066 shares; 2026Q1: 1,125 shares; 2026Q2: 1,125 shares 1,125 $50.7K <0.01% 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; 2024Q3: 137 shares; 2024Q4: 296 shares; 2025Q1: 181 shares; 2025Q2: 156 shares; 2025Q3: 256 shares; 2025Q4: 231 shares; 2026Q1: 231 shares; 2026Q2: 231 shares 231 $50K <0.01% 0 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 523 shares; 2024Q4: 523 shares; 2025Q1: 523 shares; 2025Q2: 523 shares; 2025Q3: 523 shares; 2025Q4: 523 shares; 2026Q1: 1,523 shares; 2026Q2: 523 shares 523 $49K <0.01% -1,000 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 101,682 shares; 2024Q4: 108,687 shares; 2025Q1: 106,268 shares; 2025Q2: 112,081 shares; 2025Q3: 2,026 shares; 2025Q4: 1,176 shares; 2026Q1: 144 shares; 2026Q2: 144 shares 144 $48.2K <0.01% 0 Timeline CLRO CLEARONE INC More: the full row for CLEARONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,465 shares; 2025Q3: 14,465 shares; 2025Q4: 14,465 shares; 2026Q1: 14,465 shares; 2026Q2: 14,465 shares 14,465 $48.2K <0.01% 0 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,200 shares; 2024Q4: 1,849 shares; 2025Q1: 800 shares; 2025Q2: 800 shares; 2025Q3: 800 shares; 2025Q4: 800 shares; 2026Q1: 800 shares; 2026Q2: 800 shares 800 $46.1K <0.01% 0 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 200 shares; 2024Q4: 1,101 shares; 2025Q1: 471 shares; 2025Q2: 471 shares; 2025Q3: 471 shares; 2025Q4: 471 shares; 2026Q1: 471 shares; 2026Q2: 313 shares 313 $45.8K <0.01% -158 Timeline GL GLOBE LIFE INC More: the full row for GLOBE LIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 251 shares; 2025Q1: 251 shares; 2025Q2: 251 shares; 2025Q3: 251 shares; 2025Q4: 251 shares; 2026Q1: 251 shares; 2026Q2: 251 shares 251 $44.8K <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; 2024Q3: 91 shares; 2024Q4: 251 shares; 2025Q1: 251 shares; 2025Q2: 251 shares; 2025Q3: 281 shares; 2025Q4: 281 shares; 2026Q1: 281 shares; 2026Q2: 281 shares 281 $44K <0.01% 0 Timeline STT STATE STR CORP More: the full row for STATE STR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 256 shares; 2025Q1: 256 shares; 2025Q2: 256 shares; 2025Q3: 256 shares; 2025Q4: 256 shares; 2026Q1: 256 shares; 2026Q2: 256 shares 256 $43.4K <0.01% 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 522 shares 522 $43.4K <0.01% new Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 95 shares; 2025Q1: 95 shares; 2025Q2: 95 shares; 2025Q3: 95 shares; 2025Q4: 95 shares; 2026Q1: 95 shares; 2026Q2: 95 shares 95 $43K <0.01% 0 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 16 shares; 2025Q4: 31 shares; 2026Q1: 16 shares; 2026Q2: 120 shares 120 $42.5K <0.01% +104 Timeline AIVL WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 380 shares; 2024Q4: 380 shares; 2025Q1: 380 shares; 2025Q2: 380 shares; 2025Q3: 380 shares; 2025Q4: 325 shares; 2026Q1: 320 shares; 2026Q2: 310 shares 310 $40.7K <0.01% -10 Timeline UDR UDR INC More: the full row for UDR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,000 shares; 2026Q2: 1,000 shares 1,000 $39.9K <0.01% 0 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 87 shares; 2025Q1: 87 shares; 2025Q2: 87 shares; 2025Q3: 87 shares; 2025Q4: 87 shares; 2026Q1: 87 shares; 2026Q2: 87 shares 87 $39.9K <0.01% 0 Timeline PPG PPG INDS INC More: the full row for PPG INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 318 shares; 2025Q1: 318 shares; 2025Q2: 318 shares; 2025Q3: 318 shares; 2025Q4: 318 shares; 2026Q1: 332 shares; 2026Q2: 318 shares 318 $38.6K <0.01% -14 Timeline KHC KRAFT HEINZ CO More: the full row for KRAFT HEINZ CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 192 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,654 shares; 2025Q4: 1,608 shares; 2026Q1: 1,668 shares; 2026Q2: 1,608 shares 1,608 $38K <0.01% -60 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 53 shares; 2025Q1: 53 shares; 2025Q2: 53 shares; 2025Q3: 53 shares; 2025Q4: 53 shares; 2026Q1: 53 shares; 2026Q2: 53 shares 53 $37.8K <0.01% 0 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 399 shares 399 $37.7K <0.01% new Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,076 shares; 2024Q4: 1,095 shares; 2025Q1: 1,095 shares; 2025Q2: 1,095 shares; 2025Q3: 1,120 shares; 2025Q4: 1,095 shares; 2026Q1: 1,095 shares; 2026Q2: 1,076 shares 1,076 $37.4K <0.01% -19 Timeline APLD APPLIED DIGITAL CORP More: the full row for APPLIED DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,000 shares; 2026Q1: 1,000 shares; 2026Q2: 1,000 shares 1,000 $37.3K <0.01% 0 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 420 shares; 2024Q4: 1,260 shares; 2025Q1: 1,260 shares; 2025Q2: 1,260 shares; 2025Q3: 1,260 shares; 2025Q4: 1,260 shares; 2026Q1: 1,260 shares; 2026Q2: 1,260 shares 1,260 $36.5K <0.01% 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; 2024Q3: not reported; 2024Q4: 71 shares; 2025Q1: 71 shares; 2025Q2: 71 shares; 2025Q3: 71 shares; 2025Q4: 71 shares; 2026Q1: 71 shares; 2026Q2: 71 shares 71 $36.2K <0.01% 0 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,600 shares; 2024Q4: 3,600 shares; 2025Q1: 2,600 shares; 2025Q2: 2,600 shares; 2025Q3: 2,600 shares; 2025Q4: 2,600 shares; 2026Q1: 2,600 shares; 2026Q2: 2,600 shares 2,600 $36.1K <0.01% 0 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 581 shares; 2024Q4: 584 shares; 2025Q1: 360 shares; 2025Q2: 360 shares; 2025Q3: 2,356 shares; 2025Q4: 860 shares; 2026Q1: 1,736 shares; 2026Q2: 1,736 shares 1,736 $35.9K <0.01% 0 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 36 shares; 2026Q1: not reported; 2026Q2: 251 shares 251 $35.9K <0.01% new Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 750 shares; 2026Q1: 772 shares; 2026Q2: 750 shares 750 $35.6K <0.01% -22 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26 shares; 2024Q4: 254 shares; 2025Q1: 254 shares; 2025Q2: 254 shares; 2025Q3: 280 shares; 2025Q4: 280 shares; 2026Q1: 342 shares; 2026Q2: 342 shares 342 $35.6K <0.01% 0 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 91 shares; 2025Q2: 174 shares; 2025Q3: 175 shares; 2025Q4: 175 shares; 2026Q1: 224 shares; 2026Q2: 176 shares 176 $35.3K <0.01% -48 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 36,007 shares; 2024Q4: 34,833 shares; 2025Q1: 34,553 shares; 2025Q2: 519 shares; 2025Q3: 326 shares; 2025Q4: 75 shares; 2026Q1: 28 shares; 2026Q2: 83 shares 83 $34.5K <0.01% +55 Timeline AZN ASTRAZENECA PLC More: the full row for ASTRAZENECA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 181 shares; 2026Q2: 181 shares 181 $34.3K <0.01% 0 Timeline RFI COHEN & STEERS TOTAL RETURN More: the full row for COHEN & STEERS TOTAL RETURN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,399 shares; 2024Q4: 5,303 shares; 2025Q1: 5,408 shares; 2025Q2: 5,517 shares; 2025Q3: 5,628 shares; 2025Q4: 2,895 shares; 2026Q1: 2,956 shares; 2026Q2: 3,018 shares 3,018 $34.2K <0.01% +62 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 285 shares; 2024Q4: 606 shares; 2025Q1: 402 shares; 2025Q2: 402 shares; 2025Q3: 402 shares; 2025Q4: 402 shares; 2026Q1: 402 shares; 2026Q2: 402 shares 402 $34K <0.01% 0 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 157 shares; 2025Q1: 84 shares; 2025Q2: 84 shares; 2025Q3: 84 shares; 2025Q4: 84 shares; 2026Q1: 84 shares; 2026Q2: 138 shares 138 $34K <0.01% +54 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 400 shares; 2026Q1: 400 shares; 2026Q2: 400 shares 400 $33.8K <0.01% 0 Timeline KB KB FINL GROUP INC More: the full row for KB FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 322 shares 322 $33.8K <0.01% new Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 135 shares; 2024Q4: 148 shares; 2025Q1: 148 shares; 2025Q2: 148 shares; 2025Q3: 163 shares; 2025Q4: 148 shares; 2026Q1: 186 shares; 2026Q2: 148 shares 148 $33.6K <0.01% -38 Timeline FANG DIAMONDBACK ENERGY INC More: the full row for DIAMONDBACK ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 159 shares; 2024Q4: 191 shares; 2025Q1: 191 shares; 2025Q2: 191 shares; 2025Q3: 191 shares; 2025Q4: 191 shares; 2026Q1: 191 shares; 2026Q2: 191 shares 191 $33.6K <0.01% 0 Timeline KEY KEYCORP More: the full row for KEYCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,400 shares; 2024Q4: 1,400 shares; 2025Q1: 1,400 shares; 2025Q2: 1,400 shares; 2025Q3: 1,400 shares; 2025Q4: 1,400 shares; 2026Q1: 1,400 shares; 2026Q2: 1,400 shares 1,400 $32.3K <0.01% 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; 2024Q3: 39,964 shares; 2024Q4: 39,652 shares; 2025Q1: 28,694 shares; 2025Q2: 28,847 shares; 2025Q3: 360 shares; 2025Q4: 180 shares; 2026Q1: 300 shares; 2026Q2: 300 shares 300 $32.2K <0.01% 0 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 48,946 shares; 2024Q4: 48,576 shares; 2025Q1: 49,068 shares; 2025Q2: 48,966 shares; 2025Q3: 49,381 shares; 2025Q4: 47,777 shares; 2026Q1: 40,537 shares; 2026Q2: 258 shares 258 $32.1K <0.01% -40,279 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 81 shares; 2024Q4: 125 shares; 2025Q1: 125 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 514 shares; 2026Q2: 597 shares 597 $31.7K <0.01% +83 Timeline VLTO VERALTO CORP More: the full row for VERALTO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16 shares; 2024Q4: 352 shares; 2025Q1: 352 shares; 2025Q2: 352 shares; 2025Q3: 352 shares; 2025Q4: 352 shares; 2026Q1: 352 shares; 2026Q2: 352 shares 352 $31.2K <0.01% 0 Timeline FTV FORTIVE CORP More: the full row for FORTIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 505 shares; 2025Q1: 505 shares; 2025Q2: 505 shares; 2025Q3: 505 shares; 2025Q4: 505 shares; 2026Q1: 519 shares; 2026Q2: 505 shares 505 $30.9K <0.01% -14 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 338 shares; 2024Q4: 338 shares; 2025Q1: 338 shares; 2025Q2: 338 shares; 2025Q3: 338 shares; 2025Q4: 676 shares; 2026Q1: 1,834 shares; 2026Q2: 676 shares 676 $30.6K <0.01% -1,158 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 649 shares; 2024Q4: 1,702 shares; 2025Q1: 840 shares; 2025Q2: 703 shares; 2025Q3: 155 shares; 2025Q4: 68 shares; 2026Q1: 58 shares; 2026Q2: 58 shares 58 $30.3K <0.01% 0 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 180 shares; 2025Q1: 180 shares; 2025Q2: 180 shares; 2025Q3: 192 shares; 2025Q4: 180 shares; 2026Q1: 180 shares; 2026Q2: 180 shares 180 $30K <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; 2024Q3: not reported; 2024Q4: 177 shares; 2025Q1: 177 shares; 2025Q2: 177 shares; 2025Q3: 185 shares; 2025Q4: 177 shares; 2026Q1: 177 shares; 2026Q2: 177 shares 177 $29.7K <0.01% 0 Timeline WELLS FARGO & CO WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25 shares; 2024Q4: 25 shares; 2025Q1: 25 shares; 2025Q2: 25 shares; 2025Q3: 25 shares; 2025Q4: 25 shares; 2026Q1: 25 shares; 2026Q2: 25 shares 25 $28.9K <0.01% 0 KBWD INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,328 shares 2,328 $28.9K <0.01% new Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,951 shares; 2024Q4: 451 shares; 2025Q1: 310 shares; 2025Q2: 310 shares; 2025Q3: 310 shares; 2025Q4: 310 shares; 2026Q1: 320 shares; 2026Q2: 310 shares 310 $28.6K <0.01% -10 Timeline CPAY CORPAY INC More: the full row for CORPAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 85 shares; 2024Q4: 85 shares; 2025Q1: 85 shares; 2025Q2: 85 shares; 2025Q3: 85 shares; 2025Q4: 85 shares; 2026Q1: 85 shares; 2026Q2: 85 shares 85 $28.3K <0.01% 0 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 645 shares; 2024Q4: 662 shares; 2025Q1: 662 shares; 2025Q2: 662 shares; 2025Q3: 662 shares; 2025Q4: 662 shares; 2026Q1: 799 shares; 2026Q2: 662 shares 662 $28.3K <0.01% -137 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 57 shares; 2025Q1: 57 shares; 2025Q2: 57 shares; 2025Q3: 57 shares; 2025Q4: 57 shares; 2026Q1: 57 shares; 2026Q2: 57 shares 57 $28.2K <0.01% 0 Timeline ZION ZIONS BANCORPORATION NATL AS More: the full row for ZIONS BANCORPORATION NATL AS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,105 shares; 2024Q4: 395 shares; 2025Q1: 395 shares; 2025Q2: 395 shares; 2025Q3: 395 shares; 2025Q4: 395 shares; 2026Q1: 395 shares; 2026Q2: 395 shares 395 $27.3K <0.01% 0 Timeline JRS NUVEEN REAL ESTATE INCOME FD More: the full row for NUVEEN REAL ESTATE INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,208 shares 3,208 $27K <0.01% new Timeline VNQI VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 598 shares; 2024Q4: 598 shares; 2025Q1: 598 shares; 2025Q2: 598 shares; 2025Q3: 598 shares; 2025Q4: 598 shares; 2026Q1: 598 shares; 2026Q2: 598 shares 598 $26.8K <0.01% 0 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 231 shares; 2025Q1: 162 shares; 2025Q2: 162 shares; 2025Q3: 162 shares; 2025Q4: 162 shares; 2026Q1: 162 shares; 2026Q2: 162 shares 162 $26.7K <0.01% 0 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 252 shares; 2024Q4: 115 shares; 2025Q1: 115 shares; 2025Q2: 115 shares; 2025Q3: 117 shares; 2025Q4: 117 shares; 2026Q1: 139 shares; 2026Q2: 117 shares 117 $25.5K <0.01% -22 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 24 shares; 2026Q1: not reported; 2026Q2: 94 shares 94 $25.4K <0.01% new Timeline TAN INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,320 shares; 2024Q4: 1,425 shares; 2025Q1: 1,425 shares; 2025Q2: 1,425 shares; 2025Q3: 1,425 shares; 2025Q4: 1,425 shares; 2026Q1: 425 shares; 2026Q2: 425 shares 425 $25.1K <0.01% 0 Timeline HPQ HP INC More: the full row for HP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,166 shares; 2024Q4: 1,166 shares; 2025Q1: 1,066 shares; 2025Q2: 1,066 shares; 2025Q3: 1,066 shares; 2025Q4: 1,066 shares; 2026Q1: 1,066 shares; 2026Q2: 1,066 shares 1,066 $23.4K <0.01% 0 Timeline CRCL CIRCLE INTERNET GROUP INC More: the full row for CIRCLE INTERNET GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2 shares; 2025Q4: 2 shares; 2026Q1: 372 shares; 2026Q2: 372 shares 372 $23.3K <0.01% 0 Timeline PBW INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,397 shares; 2024Q4: 1,397 shares; 2025Q1: 1,397 shares; 2025Q2: 1,397 shares; 2025Q3: 1,397 shares; 2025Q4: 1,397 shares; 2026Q1: 597 shares; 2026Q2: 597 shares 597 $23.3K <0.01% 0 Timeline CDL VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 300 shares; 2024Q4: 300 shares; 2025Q1: 300 shares; 2025Q2: 300 shares; 2025Q3: 300 shares; 2025Q4: 300 shares; 2026Q1: 300 shares; 2026Q2: 300 shares 300 $23.3K <0.01% 0 Timeline SMR NUSCALE PWR CORP More: the full row for NUSCALE PWR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 840 shares; 2024Q4: 840 shares; 2025Q1: 1,620 shares; 2025Q2: 2,045 shares; 2025Q3: 2,045 shares; 2025Q4: 2,310 shares; 2026Q1: 2,310 shares; 2026Q2: 2,310 shares 2,310 $23.2K <0.01% 0 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 192 shares; 2024Q4: 192 shares; 2025Q1: 186 shares; 2025Q2: 186 shares; 2025Q3: 186 shares; 2025Q4: 186 shares; 2026Q1: 200 shares; 2026Q2: 186 shares 186 $22.9K <0.01% -14 Timeline SAN BANCO SANTANDER SA More: the full row for BANCO SANTANDER SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,647 shares; 2025Q1: 1,647 shares; 2025Q2: 1,647 shares; 2025Q3: 1,647 shares; 2025Q4: 1,647 shares; 2026Q1: 1,710 shares; 2026Q2: 1,647 shares 1,647 $22.7K <0.01% -63 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 51 shares; 2024Q4: 51 shares; 2025Q1: 51 shares; 2025Q2: 40 shares; 2025Q3: 22 shares; 2025Q4: 9 shares; 2026Q1: not reported; 2026Q2: 65 shares 65 $22.4K <0.01% new Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3 shares; 2024Q4: 1,119 shares; 2025Q1: 3 shares; 2025Q2: 3 shares; 2025Q3: 15 shares; 2025Q4: 48 shares; 2026Q1: 15 shares; 2026Q2: 101 shares 101 $22.3K <0.01% +86 Timeline GRWG GROWGENERATION CORP More: the full row for GROWGENERATION CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 15,000 shares; 2026Q2: 15,000 shares 15,000 $22.2K <0.01% 0 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 316 shares; 2024Q4: 316 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 80 shares; 2026Q2: 600 shares 600 $22.2K <0.01% +520 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 91 shares; 2024Q4: 91 shares; 2025Q1: 91 shares; 2025Q2: 91 shares; 2025Q3: 91 shares; 2025Q4: 91 shares; 2026Q1: 91 shares; 2026Q2: 91 shares 91 $22.1K <0.01% 0 Timeline ALMU AELUMA INC More: the full row for AELUMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,000 shares; 2026Q2: 1,000 shares 1,000 $22.1K <0.01% 0 Timeline MKC MCCORMICK & CO INC More: the full row for MCCORMICK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 437 shares; 2025Q1: 437 shares; 2025Q2: 437 shares; 2025Q3: 437 shares; 2025Q4: 437 shares; 2026Q1: 437 shares; 2026Q2: 437 shares 437 $22K <0.01% 0 Timeline YUMC YUM CHINA HLDGS INC More: the full row for YUM CHINA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 427 shares; 2024Q4: 447 shares; 2025Q1: 447 shares; 2025Q2: 447 shares; 2025Q3: 447 shares; 2025Q4: 447 shares; 2026Q1: 537 shares; 2026Q2: 537 shares 537 $21.9K <0.01% 0 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 361 shares; 2024Q4: 696 shares; 2025Q1: 361 shares; 2025Q2: 361 shares; 2025Q3: 361 shares; 2025Q4: 361 shares; 2026Q1: 361 shares; 2026Q2: 361 shares 361 $21.8K <0.01% 0 Timeline FIX COMFORT SYS USA INC More: the full row for COMFORT SYS USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4 shares; 2024Q4: 4 shares; 2025Q1: 4 shares; 2025Q2: 4 shares; 2025Q3: 10 shares; 2025Q4: 10 shares; 2026Q1: 11 shares; 2026Q2: 11 shares 11 $21.8K <0.01% 0 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 82 shares; 2025Q1: 82 shares; 2025Q2: 82 shares; 2025Q3: 82 shares; 2025Q4: 82 shares; 2026Q1: 82 shares; 2026Q2: 82 shares 82 $21.4K <0.01% 0 Timeline CAI CARIS LIFE SCIENCES INC More: the full row for CARIS LIFE SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 678 shares; 2026Q2: 1,178 shares 1,178 $21K <0.01% +500 Timeline STZ CONSTELLATION BRANDS INC More: the full row for CONSTELLATION BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 245 shares; 2024Q4: 245 shares; 2025Q1: 245 shares; 2025Q2: 245 shares; 2025Q3: 245 shares; 2025Q4: 245 shares; 2026Q1: 245 shares; 2026Q2: 150 shares 150 $20.9K <0.01% -95 Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 171 shares; 2024Q4: 171 shares; 2025Q1: 171 shares; 2025Q2: 171 shares; 2025Q3: 171 shares; 2025Q4: 171 shares; 2026Q1: 188 shares; 2026Q2: 501 shares 501 $20.7K <0.01% +313 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9 shares; 2024Q4: 52 shares; 2025Q1: 52 shares; 2025Q2: 52 shares; 2025Q3: 52 shares; 2025Q4: 52 shares; 2026Q1: 56 shares; 2026Q2: 52 shares 52 $20.1K <0.01% -4 Timeline LVHD LEGG MASON ETF INVT More: the full row for LEGG MASON ETF INVT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,138,725 shares; 2024Q4: 837,466 shares; 2025Q1: 1,692 shares; 2025Q2: 1,635 shares; 2025Q3: 1,635 shares; 2025Q4: 577 shares; 2026Q1: 511 shares; 2026Q2: 456 shares 456 $20.1K <0.01% -55 Timeline VSH VISHAY INTERTECHNOLOGY INC More: the full row for VISHAY INTERTECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 365 shares; 2024Q4: 365 shares; 2025Q1: 365 shares; 2025Q2: 365 shares; 2025Q3: 365 shares; 2025Q4: 365 shares; 2026Q1: 365 shares; 2026Q2: 365 shares 365 $19.6K <0.01% 0 Timeline CMS CMS ENERGY CORP More: the full row for CMS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 255 shares 255 $19.5K <0.01% new Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 85 shares; 2025Q1: 85 shares; 2025Q2: 85 shares; 2025Q3: 94 shares; 2025Q4: 85 shares; 2026Q1: 85 shares; 2026Q2: 85 shares 85 $18.8K <0.01% 0 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,793 shares; 2024Q4: 458 shares; 2025Q1: 458 shares; 2025Q2: 458 shares; 2025Q3: 458 shares; 2025Q4: 284 shares; 2026Q1: 258 shares; 2026Q2: 258 shares 258 $18.5K <0.01% 0 Timeline COIN COINBASE GLOBAL INC More: the full row for COINBASE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 126 shares; 2024Q4: 126 shares; 2025Q1: 126 shares; 2025Q2: 126 shares; 2025Q3: 126 shares; 2025Q4: 126 shares; 2026Q1: 126 shares; 2026Q2: 126 shares 126 $18.4K <0.01% 0 Timeline MAGS LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 400 shares; 2026Q2: 285 shares 285 $18.3K <0.01% -115 Timeline IX ORIX CORP More: the full row for ORIX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 95 shares; 2025Q1: 475 shares; 2025Q2: 475 shares; 2025Q3: 475 shares; 2025Q4: 475 shares; 2026Q1: 475 shares; 2026Q2: 475 shares 475 $18.1K <0.01% 0 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 45 shares; 2025Q1: 45 shares; 2025Q2: 45 shares; 2025Q3: 48 shares; 2025Q4: 45 shares; 2026Q1: 65 shares; 2026Q2: 45 shares 45 $17.9K <0.01% -20 Timeline AVDE AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 163 shares; 2026Q2: 200 shares 200 $17.8K <0.01% +37 Timeline DFIC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 470 shares; 2025Q2: 470 shares; 2025Q3: 470 shares; 2025Q4: 470 shares; 2026Q1: 470 shares; 2026Q2: 470 shares 470 $17.5K <0.01% 0 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 50 shares; 2024Q4: 50 shares; 2025Q1: 50 shares; 2025Q2: 50 shares; 2025Q3: 70 shares; 2025Q4: 67 shares; 2026Q1: 67 shares; 2026Q2: 67 shares 67 $17.5K <0.01% 0 Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 309 shares; 2025Q1: 309 shares; 2025Q2: 309 shares; 2025Q3: 309 shares; 2025Q4: 309 shares; 2026Q1: 309 shares; 2026Q2: 309 shares 309 $17.4K <0.01% 0 Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 128 shares 128 $17.4K <0.01% new Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 63 shares; 2024Q4: 63 shares; 2025Q1: 63 shares; 2025Q2: 63 shares; 2025Q3: 118 shares; 2025Q4: 118 shares; 2026Q1: 118 shares; 2026Q2: 118 shares 118 $17.2K <0.01% 0 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 35 shares; 2025Q1: 35 shares; 2025Q2: 35 shares; 2025Q3: 35 shares; 2025Q4: 35 shares; 2026Q1: 35 shares; 2026Q2: 35 shares 35 $17.2K <0.01% 0 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 131 shares; 2024Q4: 143 shares; 2025Q1: 122 shares; 2025Q2: 34 shares; 2025Q3: 34 shares; 2025Q4: 46 shares; 2026Q1: 34 shares; 2026Q2: 104 shares 104 $17K <0.01% +70 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 100 shares; 2025Q4: 100 shares; 2026Q1: 124 shares; 2026Q2: 100 shares 100 $17K <0.01% -24 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 152 shares; 2025Q1: 152 shares; 2025Q2: 152 shares; 2025Q3: 152 shares; 2025Q4: 152 shares; 2026Q1: 152 shares; 2026Q2: 152 shares 152 $17K <0.01% 0 Timeline IHG INTERCONTINENTAL HOTELS GROU More: the full row for INTERCONTINENTAL HOTELS GROU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 98 shares; 2025Q1: 98 shares; 2025Q2: 98 shares; 2025Q3: 98 shares; 2025Q4: 98 shares; 2026Q1: 98 shares; 2026Q2: 98 shares 98 $17K <0.01% 0 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 229 shares; 2024Q4: 507 shares; 2025Q1: 353 shares; 2025Q2: 353 shares; 2025Q3: 353 shares; 2025Q4: 353 shares; 2026Q1: 383 shares; 2026Q2: 353 shares 353 $16.9K <0.01% -30 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 197 shares; 2024Q4: 226 shares; 2025Q1: 2,664 shares; 2025Q2: 15 shares; 2025Q3: 305 shares; 2025Q4: 118 shares; 2026Q1: 166 shares; 2026Q2: 22 shares 22 $16.5K <0.01% -144 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 41 shares; 2024Q4: 5 shares; 2025Q1: 5 shares; 2025Q2: 5 shares; 2025Q3: 5 shares; 2025Q4: 5 shares; 2026Q1: 5 shares; 2026Q2: 5 shares 5 $16K <0.01% 0 Timeline ZWS ZURN ELKAY WATER SOLNS CORP More: the full row for ZURN ELKAY WATER SOLNS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 315 shares; 2024Q4: 315 shares; 2025Q1: 315 shares; 2025Q2: 315 shares; 2025Q3: 315 shares; 2025Q4: 315 shares; 2026Q1: 315 shares; 2026Q2: 315 shares 315 $15.9K <0.01% 0 Timeline SMFG SUMITOMO MITSUI FIN GRP INC More: the full row for SUMITOMO MITSUI FIN GRP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 644 shares; 2025Q1: 644 shares; 2025Q2: 644 shares; 2025Q3: 644 shares; 2025Q4: 644 shares; 2026Q1: 644 shares; 2026Q2: 644 shares 644 $15.2K <0.01% 0 Timeline BBCA J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 152 shares; 2025Q3: 152 shares; 2025Q4: 152 shares; 2026Q1: 152 shares; 2026Q2: 152 shares 152 $15.1K <0.01% 0 Timeline TM TOYOTA MOTOR CORP More: the full row for TOYOTA MOTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1 shares; 2024Q4: 89 shares; 2025Q1: 89 shares; 2025Q2: 89 shares; 2025Q3: 89 shares; 2025Q4: 89 shares; 2026Q1: 89 shares; 2026Q2: 89 shares 89 $15K <0.01% 0 Timeline XYZ BLOCK INC More: the full row for BLOCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 185 shares; 2024Q4: 185 shares; 2025Q1: 195 shares; 2025Q2: 195 shares; 2025Q3: 197 shares; 2025Q4: 196 shares; 2026Q1: 196 shares; 2026Q2: 196 shares 196 $14.9K <0.01% 0 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 40 shares; 2024Q4: 40 shares; 2025Q1: 40 shares; 2025Q2: 40 shares; 2025Q3: 40 shares; 2025Q4: 40 shares; 2026Q1: 40 shares; 2026Q2: 40 shares 40 $14.6K <0.01% 0 Timeline CCEP COCA-COLA EUROPACIFIC PARTNE More: the full row for COCA-COLA EUROPACIFIC PARTNE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 91 shares; 2024Q4: 235 shares; 2025Q1: 144 shares; 2025Q2: 144 shares; 2025Q3: 144 shares; 2025Q4: 144 shares; 2026Q1: 144 shares; 2026Q2: 144 shares 144 $14.4K <0.01% 0 Timeline LW LAMB WESTON HLDGS INC More: the full row for LAMB WESTON HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 333 shares; 2026Q2: 333 shares 333 $14.4K <0.01% 0 Timeline BROS DUTCH BROS INC More: the full row for DUTCH BROS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 200 shares; 2025Q1: 200 shares; 2025Q2: 200 shares; 2025Q3: 200 shares; 2025Q4: 200 shares; 2026Q1: 200 shares; 2026Q2: 200 shares 200 $14.4K <0.01% 0 Timeline AB ALLIANCEBERNSTEIN HLDG L P More: the full row for ALLIANCEBERNSTEIN HLDG L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 400 shares; 2026Q2: 400 shares 400 $14.1K <0.01% 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; 2024Q3: 600 shares; 2024Q4: 600 shares; 2025Q1: 600 shares; 2025Q2: 600 shares; 2025Q3: 928 shares; 2025Q4: 900 shares; 2026Q1: 923 shares; 2026Q2: 300 shares 300 $14K <0.01% -623 Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 145 shares; 2025Q4: 145 shares; 2026Q1: 145 shares; 2026Q2: 145 shares 145 $13.9K <0.01% 0 Timeline XJQCX NUVEEN CR STRATEGIES INCOME More: the full row for NUVEEN CR STRATEGIES INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,848 shares 2,848 $13.8K <0.01% new Timeline LYV LIVE NATION ENTERTAINMENT IN More: the full row for LIVE NATION ENTERTAINMENT IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 74 shares; 2025Q4: 74 shares; 2026Q1: 74 shares; 2026Q2: 74 shares 74 $13.6K <0.01% 0 Timeline CNI CANADIAN NATL RY CO More: the full row for CANADIAN NATL RY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 109 shares; 2026Q1: 116 shares; 2026Q2: 109 shares 109 $13K <0.01% -7 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8 shares; 2024Q4: 35 shares; 2025Q1: 35 shares; 2025Q2: 42 shares; 2025Q3: 35 shares; 2025Q4: 35 shares; 2026Q1: 35 shares; 2026Q2: 35 shares 35 $13K <0.01% 0 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 690 shares; 2025Q1: 36 shares; 2025Q2: 36 shares; 2025Q3: 36 shares; 2025Q4: 36 shares; 2026Q1: 243 shares; 2026Q2: 238 shares 238 $12.9K <0.01% -5 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 43 shares; 2025Q1: 43 shares; 2025Q2: 43 shares; 2025Q3: 43 shares; 2025Q4: 43 shares; 2026Q1: 46 shares; 2026Q2: 43 shares 43 $12.6K <0.01% -3 Timeline SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 58 shares; 2024Q4: 129 shares; 2025Q1: 81 shares; 2025Q2: 81 shares; 2025Q3: 127 shares; 2025Q4: 127 shares; 2026Q1: 88 shares; 2026Q2: 81 shares 81 $12.5K <0.01% -7 Timeline RAL RALLIANT CORP More: the full row for RALLIANT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 168 shares; 2025Q3: 168 shares; 2025Q4: 168 shares; 2026Q1: 168 shares; 2026Q2: 168 shares 168 $12.4K <0.01% 0 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 153 shares; 2025Q4: 132 shares; 2026Q1: 241 shares; 2026Q2: 132 shares 132 $12.2K <0.01% -109 Timeline IHI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 240 shares; 2024Q4: 240 shares; 2025Q1: 240 shares; 2025Q2: 240 shares; 2025Q3: 240 shares; 2025Q4: 240 shares; 2026Q1: 240 shares; 2026Q2: 240 shares 240 $11.9K <0.01% 0 Timeline SPIB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 4,170 shares; 2025Q1: 650 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 347 shares; 2026Q1: 1,292 shares; 2026Q2: 347 shares 347 $11.6K <0.01% -945 Timeline SOLV SOLVENTUM CORP More: the full row for SOLVENTUM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 100 shares; 2024Q4: 150 shares; 2025Q1: 150 shares; 2025Q2: 150 shares; 2025Q3: 150 shares; 2025Q4: 150 shares; 2026Q1: 150 shares; 2026Q2: 150 shares 150 $11.6K <0.01% 0 Timeline CG CARLYLE GROUP INC More: the full row for CARLYLE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 273 shares; 2025Q4: 273 shares; 2026Q1: 289 shares; 2026Q2: 273 shares 273 $11.5K <0.01% -16 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 15 shares; 2025Q1: 15 shares; 2025Q2: 15 shares; 2025Q3: 15 shares; 2025Q4: 15 shares; 2026Q1: 15 shares; 2026Q2: 15 shares 15 $11.3K <0.01% 0 Timeline ESGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,100 shares; 2024Q4: 4,800 shares; 2025Q1: 16,499 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,767 shares; 2026Q1: 4,959 shares; 2026Q2: 85 shares 85 $11.2K <0.01% -4,874 Timeline DDOG DATADOG INC More: the full row for DATADOG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 20 shares; 2025Q2: 20 shares; 2025Q3: 43 shares; 2025Q4: 43 shares; 2026Q1: 43 shares; 2026Q2: 43 shares 43 $11.2K <0.01% 0 Timeline RRC RANGE RES CORP More: the full row for RANGE RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 300 shares; 2024Q4: 300 shares; 2025Q1: 300 shares; 2025Q2: 300 shares; 2025Q3: 300 shares; 2025Q4: 300 shares; 2026Q1: 300 shares; 2026Q2: 300 shares 300 $11.2K <0.01% 0 Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 581 shares; 2024Q4: 584 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 21 shares; 2025Q4: 21 shares; 2026Q1: 26 shares; 2026Q2: 21 shares 21 $11.1K <0.01% -5 Timeline PFG PRINCIPAL FINANCIAL GROUP IN More: the full row for PRINCIPAL FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 100 shares; 2025Q4: 100 shares; 2026Q1: 100 shares; 2026Q2: 100 shares 100 $10.8K <0.01% 0 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 38 shares; 2025Q1: 38 shares; 2025Q2: 38 shares; 2025Q3: 38 shares; 2025Q4: 38 shares; 2026Q1: 38 shares; 2026Q2: 38 shares 38 $10.8K <0.01% 0 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19 shares; 2024Q4: 19 shares; 2025Q1: 19 shares; 2025Q2: 19 shares; 2025Q3: 34 shares; 2025Q4: 170 shares; 2026Q1: 297 shares; 2026Q2: 108 shares 108 $10.7K <0.01% -189 Timeline BUFD FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 358 shares; 2024Q4: 358 shares; 2025Q1: 358 shares; 2025Q2: 358 shares; 2025Q3: 358 shares; 2025Q4: 358 shares; 2026Q1: 358 shares; 2026Q2: 358 shares 358 $10.6K <0.01% 0 Timeline EWJ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 114 shares; 2026Q2: 114 shares 114 $10.6K <0.01% 0 Timeline DOW DOW HLDGS INC More: the full row for DOW HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 269 shares; 2024Q4: 590 shares; 2025Q1: 386 shares; 2025Q2: 386 shares; 2025Q3: 386 shares; 2025Q4: 386 shares; 2026Q1: 386 shares; 2026Q2: 386 shares 386 $10.6K <0.01% 0 Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,644 shares; 2024Q4: 2,644 shares; 2025Q1: 2,644 shares; 2025Q2: 2,644 shares; 2025Q3: 2,644 shares; 2025Q4: 144 shares; 2026Q1: 144 shares; 2026Q2: 144 shares 144 $10.4K <0.01% 0 Timeline BCS BARCLAYS PLC More: the full row for BARCLAYS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 385 shares; 2025Q1: 385 shares; 2025Q2: 385 shares; 2025Q3: 385 shares; 2025Q4: 385 shares; 2026Q1: 385 shares; 2026Q2: 385 shares 385 $10.3K <0.01% 0 Timeline ENPH ENPHASE ENERGY INC More: the full row for ENPHASE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,906 shares; 2024Q4: 245 shares; 2025Q1: 245 shares; 2025Q2: 245 shares; 2025Q3: 245 shares; 2025Q4: 245 shares; 2026Q1: 210 shares; 2026Q2: 210 shares 210 $10.3K <0.01% 0 Timeline MAS MASCO CORP More: the full row for MASCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 127 shares; 2025Q1: 127 shares; 2025Q2: 127 shares; 2025Q3: 127 shares; 2025Q4: 127 shares; 2026Q1: 127 shares; 2026Q2: 127 shares 127 $10.3K <0.01% 0 Timeline ETH GRAYSCALE ETHEREUM STAKING More: the full row for GRAYSCALE ETHEREUM STAKING Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 350 shares; 2025Q1: 350 shares; 2025Q2: 350 shares; 2025Q3: 350 shares; 2025Q4: 350 shares; 2026Q1: 658 shares; 2026Q2: 673 shares 673 $10.1K <0.01% +15 Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 40 shares; 2025Q2: 34 shares; 2025Q3: 39 shares; 2025Q4: 41 shares; 2026Q1: 33 shares; 2026Q2: 33 shares 33 $10K <0.01% 0 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 31 shares; 2024Q4: 47 shares; 2025Q1: 16 shares; 2025Q2: 16 shares; 2025Q3: 33 shares; 2025Q4: 30 shares; 2026Q1: 30 shares; 2026Q2: 30 shares 30 $9.95K <0.01% 0 Timeline CFR CULLEN FROST BANKERS INC More: the full row for CULLEN FROST BANKERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 64 shares; 2024Q4: 64 shares; 2025Q1: 64 shares; 2025Q2: 64 shares; 2025Q3: 64 shares; 2025Q4: 64 shares; 2026Q1: 79 shares; 2026Q2: 64 shares 64 $9.89K <0.01% -15 Timeline P EVERPURE INC More: the full row for EVERPURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 125 shares; 2025Q1: 125 shares; 2025Q2: 125 shares; 2025Q3: 125 shares; 2025Q4: 125 shares; 2026Q1: 125 shares; 2026Q2: 125 shares 125 $9.85K <0.01% 0 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 87 shares; 2024Q4: 87 shares; 2025Q1: 36 shares; 2025Q2: 36 shares; 2025Q3: 39 shares; 2025Q4: 39 shares; 2026Q1: 39 shares; 2026Q2: 39 shares 39 $9.84K <0.01% 0 Timeline CSL CARLISLE COS INC More: the full row for CARLISLE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5 shares; 2026Q1: not reported; 2026Q2: 27 shares 27 $9.79K <0.01% new Timeline BBVA BANCO BILBAO VIZCAYA ARGENTA More: the full row for BANCO BILBAO VIZCAYA ARGENTA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 387 shares; 2025Q1: 387 shares; 2025Q2: 387 shares; 2025Q3: 387 shares; 2025Q4: 387 shares; 2026Q1: 422 shares; 2026Q2: 387 shares 387 $9.7K <0.01% -35 Timeline NTAP NETAPP INC More: the full row for NETAPP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 62 shares; 2025Q1: 62 shares; 2025Q2: 62 shares; 2025Q3: 62 shares; 2025Q4: 62 shares; 2026Q1: 62 shares; 2026Q2: 62 shares 62 $9.6K <0.01% 0 Timeline STM STMICROELECTRONICS N V More: the full row for STMICROELECTRONICS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 127 shares; 2025Q1: 127 shares; 2025Q2: 127 shares; 2025Q3: 127 shares; 2025Q4: 127 shares; 2026Q1: 127 shares; 2026Q2: 127 shares 127 $9.51K <0.01% 0 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 104 shares; 2024Q4: 104 shares; 2025Q1: 104 shares; 2025Q2: 104 shares; 2025Q3: 234 shares; 2025Q4: 359 shares; 2026Q1: 276 shares; 2026Q2: 285 shares 285 $9.49K <0.01% +9 Timeline KTOS KRATOS DEFENSE & SEC SOLUTIO More: the full row for KRATOS DEFENSE & SEC SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 186 shares; 2024Q4: 186 shares; 2025Q1: 186 shares; 2025Q2: 186 shares; 2025Q3: 186 shares; 2025Q4: 186 shares; 2026Q1: 186 shares; 2026Q2: 186 shares 186 $9.27K <0.01% 0 Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25 shares; 2024Q4: 25 shares; 2025Q1: 25 shares; 2025Q2: 25 shares; 2025Q3: 45 shares; 2025Q4: 20 shares; 2026Q1: 25 shares; 2026Q2: 20 shares 20 $9.18K <0.01% -5 Timeline NOK NOKIA CORP More: the full row for NOKIA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 680 shares; 2025Q1: 680 shares; 2025Q2: 680 shares; 2025Q3: 680 shares; 2025Q4: 680 shares; 2026Q1: 680 shares; 2026Q2: 680 shares 680 $9.03K <0.01% 0 Timeline OMC OMNICOM GROUP INC More: the full row for OMNICOM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 100 shares; 2025Q4: 124 shares; 2026Q1: 131 shares; 2026Q2: 124 shares 124 $9.03K <0.01% -7 Timeline SONY SONY GROUP CORP More: the full row for SONY GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 450 shares; 2025Q1: 450 shares; 2025Q2: 450 shares; 2025Q3: 450 shares; 2025Q4: 450 shares; 2026Q1: 488 shares; 2026Q2: 450 shares 450 $9.03K <0.01% -38 Timeline DTE DTE ENERGY CO More: the full row for DTE ENERGY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 47 shares; 2024Q4: 59 shares; 2025Q1: 59 shares; 2025Q2: 59 shares; 2025Q3: 68 shares; 2025Q4: 59 shares; 2026Q1: 61 shares; 2026Q2: 59 shares 59 $8.99K <0.01% -2 Timeline UNFI UNITED NAT FOODS INC More: the full row for UNITED NAT FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 185 shares; 2024Q4: 185 shares; 2025Q1: 185 shares; 2025Q2: 185 shares; 2025Q3: 185 shares; 2025Q4: 185 shares; 2026Q1: 185 shares; 2026Q2: 185 shares 185 $8.45K <0.01% 0 Timeline ARKW ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 56 shares; 2024Q4: 56 shares; 2025Q1: 57 shares; 2025Q2: 57 shares; 2025Q3: 57 shares; 2025Q4: 58 shares; 2026Q1: 58 shares; 2026Q2: 58 shares 58 $8.4K <0.01% 0 Timeline NDSN NORDSON CORP More: the full row for NORDSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12 shares; 2024Q4: 12 shares; 2025Q1: 12 shares; 2025Q2: 12 shares; 2025Q3: 22 shares; 2025Q4: 22 shares; 2026Q1: 27 shares; 2026Q2: 27 shares 27 $8.15K <0.01% 0 Timeline MLM MARTIN MARIETTA MATLS INC More: the full row for MARTIN MARIETTA MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 14 shares; 2025Q4: 14 shares; 2026Q1: 14 shares; 2026Q2: 14 shares 14 $8.07K <0.01% 0 Timeline ACGL ARCH CAP GROUP LTD More: the full row for ARCH CAP GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 83 shares; 2025Q4: 83 shares; 2026Q1: 83 shares; 2026Q2: 83 shares 83 $8.06K <0.01% 0 Timeline TRGP TARGA RES CORP More: the full row for TARGA RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22 shares; 2024Q4: 22 shares; 2025Q1: 22 shares; 2025Q2: 22 shares; 2025Q3: 22 shares; 2025Q4: 22 shares; 2026Q1: 30 shares; 2026Q2: 30 shares 30 $8.04K <0.01% 0 Timeline ZBH ZIMMER BIOMET HOLDINGS INC More: the full row for ZIMMER BIOMET HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 90 shares; 2025Q1: 90 shares; 2025Q2: 90 shares; 2025Q3: 90 shares; 2025Q4: 90 shares; 2026Q1: 90 shares; 2026Q2: 90 shares 90 $7.75K <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; 2024Q3: 14 shares; 2024Q4: 14 shares; 2025Q1: 14 shares; 2025Q2: 14 shares; 2025Q3: 23 shares; 2025Q4: 23 shares; 2026Q1: 29 shares; 2026Q2: 29 shares 29 $7.7K <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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 112 shares; 2026Q2: 12 shares 12 $7.67K <0.01% -100 Timeline CNS COHEN & STEERS INC More: the full row for COHEN & STEERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 100 shares; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 100 shares; 2025Q4: 100 shares; 2026Q1: 100 shares; 2026Q2: 100 shares 100 $7.61K <0.01% 0 Timeline MTSI MACOM TECH SOLUTIONS HLDGS I More: the full row for MACOM TECH SOLUTIONS HLDGS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 20 shares; 2025Q4: 20 shares; 2026Q1: 20 shares; 2026Q2: 20 shares 20 $7.61K <0.01% 0 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 27 shares; 2025Q1: 27 shares; 2025Q2: 27 shares; 2025Q3: 27 shares; 2025Q4: 27 shares; 2026Q1: 27 shares; 2026Q2: 27 shares 27 $7.44K <0.01% 0 Timeline PUMP PROPETRO HLDG CORP More: the full row for PROPETRO HLDG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 513 shares; 2024Q4: 513 shares; 2025Q1: 513 shares; 2025Q2: 513 shares; 2025Q3: 513 shares; 2025Q4: 513 shares; 2026Q1: 513 shares; 2026Q2: 513 shares 513 $7.36K <0.01% 0 Timeline MICC MAGNUM ICE CREAM CO NV More: the full row for MAGNUM ICE CREAM CO NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 42 shares; 2026Q1: 422 shares; 2026Q2: 422 shares 422 $7.35K <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; 2024Q3: 55 shares; 2024Q4: 55 shares; 2025Q1: 55 shares; 2025Q2: 55 shares; 2025Q3: 55 shares; 2025Q4: 55 shares; 2026Q1: 55 shares; 2026Q2: 55 shares 55 $7.29K <0.01% 0 Timeline LUV SOUTHWEST AIRLS CO More: the full row for SOUTHWEST AIRLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 164 shares; 2024Q4: 164 shares; 2025Q1: 140 shares; 2025Q2: 140 shares; 2025Q3: 140 shares; 2025Q4: 140 shares; 2026Q1: 140 shares; 2026Q2: 140 shares 140 $7.2K <0.01% 0 Timeline EL LAUDER ESTEE COS INC More: the full row for LAUDER ESTEE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 88 shares; 2025Q1: 88 shares; 2025Q2: 88 shares; 2025Q3: 88 shares; 2025Q4: 88 shares; 2026Q1: 88 shares; 2026Q2: 88 shares 88 $6.95K <0.01% 0 Timeline DTM DT MIDSTREAM INC More: the full row for DT MIDSTREAM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23 shares; 2024Q4: 45 shares; 2025Q1: 45 shares; 2025Q2: 45 shares; 2025Q3: 45 shares; 2025Q4: 45 shares; 2026Q1: 51 shares; 2026Q2: 45 shares 45 $6.6K <0.01% -6 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 90 shares; 2024Q4: 181 shares; 2025Q1: 181 shares; 2025Q2: 181 shares; 2025Q3: 181 shares; 2025Q4: 182 shares; 2026Q1: 182 shares; 2026Q2: 182 shares 182 $6.58K <0.01% 0 Timeline VTRS VIATRIS INC More: the full row for VIATRIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 86 shares; 2025Q4: not reported; 2026Q1: 414 shares; 2026Q2: 414 shares 414 $6.58K <0.01% 0 Timeline AMBA AMBARELLA INC More: the full row for AMBARELLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 75 shares; 2025Q1: 75 shares; 2025Q2: 75 shares; 2025Q3: 75 shares; 2025Q4: 75 shares; 2026Q1: 75 shares; 2026Q2: 75 shares 75 $6.43K <0.01% 0 Timeline GOLF ACUSHNET HLDGS CORP More: the full row for ACUSHNET HLDGS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 36 shares; 2024Q4: 36 shares; 2025Q1: 36 shares; 2025Q2: 36 shares; 2025Q3: 36 shares; 2025Q4: 36 shares; 2026Q1: 54 shares; 2026Q2: 54 shares 54 $6.4K <0.01% 0 Timeline MKSI MKS INC. More: the full row for MKS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 14 shares; 2026Q2: 14 shares 14 $6.23K <0.01% 0 Timeline RPM RPM INTL INC More: the full row for RPM INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23 shares; 2024Q4: 23 shares; 2025Q1: 23 shares; 2025Q2: 23 shares; 2025Q3: 44 shares; 2025Q4: 44 shares; 2026Q1: 55 shares; 2026Q2: 55 shares 55 $6.11K <0.01% 0 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 18 shares; 2025Q4: 18 shares; 2026Q1: 23 shares; 2026Q2: 23 shares 23 $5.85K <0.01% 0 Timeline VNT VONTIER CORPORATION More: the full row for VONTIER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 201 shares; 2025Q1: 201 shares; 2025Q2: 201 shares; 2025Q3: 201 shares; 2025Q4: 201 shares; 2026Q1: 201 shares; 2026Q2: 201 shares 201 $5.83K <0.01% 0 Timeline CCL CARNIVAL CORP LTD More: the full row for CARNIVAL CORP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 200 shares 200 $5.71K <0.01% new Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8 shares; 2025Q4: not reported; 2026Q1: 24 shares; 2026Q2: 24 shares 24 $5.7K <0.01% 0 Timeline SUNB SUNBELT RENTALS HOLDINGS INC More: the full row for SUNBELT RENTALS HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 76 shares; 2026Q2: 76 shares 76 $5.69K <0.01% 0 Timeline SNA SNAP ON INC More: the full row for SNAP ON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10 shares; 2024Q4: 10 shares; 2025Q1: 10 shares; 2025Q2: 10 shares; 2025Q3: 10 shares; 2025Q4: 10 shares; 2026Q1: 14 shares; 2026Q2: 14 shares 14 $5.63K <0.01% 0 Timeline WAT WATERS CORP More: the full row for WATERS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 15 shares; 2025Q1: 15 shares; 2025Q2: 15 shares; 2025Q3: 15 shares; 2025Q4: 15 shares; 2026Q1: 15 shares; 2026Q2: 15 shares 15 $5.63K <0.01% 0 Timeline PKG PACKAGING CORP AMER More: the full row for PACKAGING CORP AMER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13 shares; 2024Q4: 13 shares; 2025Q1: 13 shares; 2025Q2: 13 shares; 2025Q3: 13 shares; 2025Q4: 13 shares; 2026Q1: 23 shares; 2026Q2: 23 shares 23 $5.48K <0.01% 0 Timeline RACE FERRARI N V More: the full row for FERRARI N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 14 shares; 2025Q4: 14 shares; 2026Q1: 15 shares; 2026Q2: 14 shares 14 $5.21K <0.01% -1 Timeline RBC RBC BEARINGS INC More: the full row for RBC BEARINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8 shares; 2025Q4: 8 shares; 2026Q1: 8 shares; 2026Q2: 8 shares 8 $5.15K <0.01% 0 Timeline ARKK ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 56 shares; 2024Q4: 81 shares; 2025Q1: 57 shares; 2025Q2: 57 shares; 2025Q3: 63 shares; 2025Q4: 63 shares; 2026Q1: 63 shares; 2026Q2: 63 shares 63 $5.13K <0.01% 0 Timeline IBN ICICI BK LTD More: the full row for ICICI BK LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 176 shares; 2025Q4: 176 shares; 2026Q1: 176 shares; 2026Q2: 176 shares 176 $5.11K <0.01% 0 Timeline STE STERIS PLC More: the full row for STERIS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7 shares; 2024Q4: 7 shares; 2025Q1: 7 shares; 2025Q2: 7 shares; 2025Q3: 15 shares; 2025Q4: 15 shares; 2026Q1: 24 shares; 2026Q2: 24 shares 24 $5.05K <0.01% 0 Timeline MSCI MSCI INC More: the full row for MSCI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9 shares; 2024Q4: 9 shares; 2025Q1: 9 shares; 2025Q2: 9 shares; 2025Q3: 9 shares; 2025Q4: 9 shares; 2026Q1: 9 shares; 2026Q2: 9 shares 9 $5.04K <0.01% 0 Timeline DRIV GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 130 shares 130 $5.02K <0.01% new Timeline VEEV VEEVA SYS INC More: the full row for VEEVA SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 28 shares; 2025Q4: 28 shares; 2026Q1: 28 shares; 2026Q2: 28 shares 28 $4.97K <0.01% 0 Timeline DB DEUTSCHE BK AG More: the full row for DEUTSCHE BK AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 145 shares; 2025Q1: 145 shares; 2025Q2: 145 shares; 2025Q3: 145 shares; 2025Q4: 145 shares; 2026Q1: 175 shares; 2026Q2: 145 shares 145 $4.9K <0.01% -30 Timeline APG API GROUP CORP More: the full row for API GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 113 shares; 2025Q4: 113 shares; 2026Q1: 113 shares; 2026Q2: 113 shares 113 $4.79K <0.01% 0 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 11 shares; 2025Q1: 11 shares; 2025Q2: 11 shares; 2025Q3: 11 shares; 2025Q4: 11 shares; 2026Q1: 21 shares; 2026Q2: 11 shares 11 $4.69K <0.01% -10 Timeline BKR BAKER HUGHES COMPANY More: the full row for BAKER HUGHES COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 50 shares; 2024Q4: 83 shares; 2025Q1: 83 shares; 2025Q2: 83 shares; 2025Q3: 83 shares; 2025Q4: 83 shares; 2026Q1: 83 shares; 2026Q2: 83 shares 83 $4.61K <0.01% 0 Timeline LFUS LITTELFUSE INC More: the full row for LITTELFUSE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5 shares; 2024Q4: 5 shares; 2025Q1: 5 shares; 2025Q2: 5 shares; 2025Q3: 5 shares; 2025Q4: 5 shares; 2026Q1: 10 shares; 2026Q2: 10 shares 10 $4.55K <0.01% 0 Timeline RYAAY RYANAIR HOLDINGS PLC More: the full row for RYANAIR HOLDINGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 215 shares; 2024Q4: 285 shares; 2025Q1: 70 shares; 2025Q2: 70 shares; 2025Q3: 70 shares; 2025Q4: 70 shares; 2026Q1: 165 shares; 2026Q2: 70 shares 70 $4.53K <0.01% -95 Timeline TEI TEMPLETON EMERGING MKTS INCO More: the full row for TEMPLETON EMERGING MKTS INCO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 671 shares 671 $4.52K <0.01% new Timeline RJF RAYMOND JAMES FINL INC More: the full row for RAYMOND JAMES FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19 shares; 2024Q4: 19 shares; 2025Q1: 19 shares; 2025Q2: 19 shares; 2025Q3: 19 shares; 2025Q4: 19 shares; 2026Q1: 29 shares; 2026Q2: 29 shares 29 $4.41K <0.01% 0 Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 19 shares; 2025Q1: 19 shares; 2025Q2: 19 shares; 2025Q3: 19 shares; 2025Q4: 19 shares; 2026Q1: 19 shares; 2026Q2: 19 shares 19 $4.26K <0.01% 0 Timeline CINF CINCINNATI FINL CORP More: the full row for CINCINNATI FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 23 shares; 2025Q1: 23 shares; 2025Q2: 23 shares; 2025Q3: 23 shares; 2025Q4: 23 shares; 2026Q1: 23 shares; 2026Q2: 23 shares 23 $4.26K <0.01% 0 Timeline ALC ALCON AG More: the full row for ALCON AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18 shares; 2024Q4: 63 shares; 2025Q1: 63 shares; 2025Q2: 63 shares; 2025Q3: 63 shares; 2025Q4: 63 shares; 2026Q1: 63 shares; 2026Q2: 63 shares 63 $4.23K <0.01% 0 Timeline HUBB HUBBELL INC More: the full row for HUBBELL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4 shares; 2024Q4: 4 shares; 2025Q1: 4 shares; 2025Q2: 4 shares; 2025Q3: 4 shares; 2025Q4: 4 shares; 2026Q1: 8 shares; 2026Q2: 8 shares 8 $4.19K <0.01% 0 Timeline FCNCA FIRST CTZNS BANCSHARES INC D More: the full row for FIRST CTZNS BANCSHARES INC D Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2 shares; 2024Q4: 2 shares; 2025Q1: 2 shares; 2025Q2: 2 shares; 2025Q3: 2 shares; 2025Q4: 2 shares; 2026Q1: 4 shares; 2026Q2: 2 shares 2 $4.16K <0.01% -2 Timeline MPWR MONOLITHIC PWR SYS INC More: the full row for MONOLITHIC PWR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3 shares; 2024Q4: 3 shares; 2025Q1: 3 shares; 2025Q2: 3 shares; 2025Q3: 3 shares; 2025Q4: 3 shares; 2026Q1: 3 shares; 2026Q2: 3 shares 3 $4.15K <0.01% 0 Timeline ESI ELEMENT SOLUTIONS INC More: the full row for ELEMENT SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 85 shares; 2025Q4: 85 shares; 2026Q1: 85 shares; 2026Q2: 85 shares 85 $4.06K <0.01% 0 Timeline