AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 54,941 shares; 2025Q1: 54,723 shares; 2025Q2: 54,709 shares; 2025Q3: 53,844 shares; 2025Q4: 53,214 shares; 2026Q1: 53,112 shares; 2026Q2: 52,737 shares; 2026Q3: 52,505 shares 52,505 $17.5M 7.46% -232 Timeline FNDX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 313,653 shares; 2025Q1: 391,819 shares; 2025Q2: 407,740 shares; 2025Q3: 406,014 shares; 2025Q4: 408,892 shares; 2026Q1: 429,428 shares; 2026Q2: 394,513 shares; 2026Q3: 392,445 shares 392,445 $12.4M 5.27% -2,068 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 103,411 shares; 2025Q1: 111,084 shares; 2025Q2: 111,102 shares; 2025Q3: 111,121 shares; 2025Q4: 109,792 shares; 2026Q1: 110,523 shares; 2026Q2: 104,316 shares; 2026Q3: 105,124 shares 105,124 $7.93M 3.38% +808 Timeline STIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 53,729 shares; 2025Q1: 52,678 shares; 2025Q2: 53,686 shares; 2025Q3: 57,772 shares; 2025Q4: 61,399 shares; 2026Q1: 64,544 shares; 2026Q2: 75,763 shares; 2026Q3: 75,700 shares 75,700 $7.55M 3.22% -63 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 28,984 shares; 2025Q1: 7,546 shares; 2025Q2: 8,911 shares; 2025Q3: 9,086 shares; 2025Q4: 9,086 shares; 2026Q1: 9,285 shares; 2026Q2: 6,044 shares; 2026Q3: 68,609 shares 68,609 $6.29M 2.68% +62,565 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 19,581 shares; 2025Q1: 19,396 shares; 2025Q2: 19,480 shares; 2025Q3: 19,377 shares; 2025Q4: 19,204 shares; 2026Q1: 18,827 shares; 2026Q2: 18,331 shares; 2026Q3: 18,190 shares 18,190 $6.26M 2.67% -141 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 31,090 shares; 2025Q1: 30,630 shares; 2025Q2: 30,431 shares; 2025Q3: 30,052 shares; 2025Q4: 29,649 shares; 2026Q1: 29,513 shares; 2026Q2: 28,251 shares; 2026Q3: 65,241 shares 65,241 $6.17M 2.63% +36,990 Timeline FNDF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 135,722 shares; 2025Q1: 132,634 shares; 2025Q2: 130,632 shares; 2025Q3: 124,688 shares; 2025Q4: 121,098 shares; 2026Q1: 122,240 shares; 2026Q2: 106,271 shares; 2026Q3: 109,160 shares 109,160 $5.87M 2.5% +2,889 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; 2024Q4: 68,953 shares; 2025Q1: 59,350 shares; 2025Q2: 60,946 shares; 2025Q3: 66,495 shares; 2025Q4: 69,541 shares; 2026Q1: 76,806 shares; 2026Q2: 97,370 shares; 2026Q3: 96,528 shares 96,528 $5.56M 2.37% -842 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 63,395 shares; 2025Q1: 63,156 shares; 2025Q2: 63,926 shares; 2025Q3: 63,070 shares; 2025Q4: 64,076 shares; 2026Q1: 65,771 shares; 2026Q2: 61,036 shares; 2026Q3: 72,039 shares 72,039 $5.18M 2.21% +11,003 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; 2024Q4: 57,018 shares; 2025Q1: 57,172 shares; 2025Q2: 59,485 shares; 2025Q3: 64,601 shares; 2025Q4: 68,409 shares; 2026Q1: 72,845 shares; 2026Q2: 89,590 shares; 2026Q3: 90,750 shares 90,750 $5.14M 2.19% +1,160 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,090 shares; 2025Q1: 5,977 shares; 2025Q2: 5,847 shares; 2025Q3: 5,837 shares; 2025Q4: 5,834 shares; 2026Q1: 5,834 shares; 2026Q2: 5,681 shares; 2026Q3: 5,558 shares 5,558 $5.06M 2.16% -123 Timeline REET ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 169,155 shares; 2025Q1: 173,100 shares; 2025Q2: 172,869 shares; 2025Q3: 172,411 shares; 2025Q4: 180,840 shares; 2026Q1: 189,396 shares; 2026Q2: 183,949 shares; 2026Q3: 185,933 shares 185,933 $4.79M 2.05% +1,984 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 14,575 shares; 2025Q1: 14,569 shares; 2025Q2: 14,379 shares; 2025Q3: 15,026 shares; 2025Q4: 14,672 shares; 2026Q1: 14,585 shares; 2026Q2: 14,073 shares; 2026Q3: 14,047 shares 14,047 $4.79M 2.04% -26 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 40,676 shares; 2025Q1: 49,014 shares; 2025Q2: 21,000 shares; 2025Q3: 20,601 shares; 2025Q4: 20,603 shares; 2026Q1: 20,139 shares; 2026Q2: 18,629 shares; 2026Q3: 20,627 shares 20,627 $4.77M 2.03% +1,998 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 40,960 shares; 2025Q1: 44,894 shares; 2025Q2: 45,273 shares; 2025Q3: 46,198 shares; 2025Q4: 48,171 shares; 2026Q1: 50,189 shares; 2026Q2: 49,241 shares; 2026Q3: 49,773 shares 49,773 $4.46M 1.9% +532 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 41,206 shares; 2025Q1: 29,801 shares; 2025Q2: 30,586 shares; 2025Q3: 31,407 shares; 2025Q4: 34,791 shares; 2026Q1: 35,421 shares; 2026Q2: 35,827 shares; 2026Q3: 35,916 shares 35,916 $3.75M 1.6% +89 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 7,602 shares; 2025Q1: 7,519 shares; 2025Q2: 7,468 shares; 2025Q3: 7,083 shares; 2025Q4: 7,062 shares; 2026Q1: 7,372 shares; 2026Q2: 7,325 shares; 2026Q3: 7,266 shares 7,266 $3.73M 1.59% -59 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 94,185 shares; 2025Q1: 86,252 shares; 2025Q2: 67,576 shares; 2025Q3: 47,351 shares; 2025Q4: 41,943 shares; 2026Q1: 38,220 shares; 2026Q2: 39,139 shares; 2026Q3: 46,624 shares 46,624 $3.64M 1.55% +7,485 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 42,912 shares; 2025Q1: 46,468 shares; 2025Q2: 46,876 shares; 2025Q3: 41,734 shares; 2025Q4: 42,656 shares; 2026Q1: 41,356 shares; 2026Q2: 40,832 shares; 2026Q3: 40,594 shares 40,594 $3.45M 1.47% -238 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,372 shares; 2025Q1: 5,366 shares; 2025Q2: 5,425 shares; 2025Q3: 5,444 shares; 2025Q4: 5,424 shares; 2026Q1: 5,433 shares; 2026Q2: 5,592 shares; 2026Q3: 5,545 shares 5,545 $2.76M 1.18% -47 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 24,855 shares; 2025Q1: 24,975 shares; 2025Q2: 25,651 shares; 2025Q3: 25,651 shares; 2025Q4: 25,484 shares; 2026Q1: 25,235 shares; 2026Q2: 24,398 shares; 2026Q3: 24,084 shares 24,084 $2.59M 1.11% -314 Timeline BNDW VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 41,628 shares; 2025Q1: 43,784 shares; 2025Q2: 47,338 shares; 2025Q3: 52,900 shares; 2025Q4: 64,610 shares; 2026Q1: 68,811 shares; 2026Q2: 87,061 shares; 2026Q3: 35,834 shares 35,834 $2.36M 1.01% -51,227 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 9,087 shares; 2025Q1: 9,100 shares; 2025Q2: 9,123 shares; 2025Q3: 8,751 shares; 2025Q4: 8,751 shares; 2026Q1: 8,646 shares; 2026Q2: 8,705 shares; 2026Q3: 8,668 shares 8,668 $2.29M 0.98% -37 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 7,823 shares; 2025Q1: 7,729 shares; 2025Q2: 7,393 shares; 2025Q3: 7,335 shares; 2025Q4: 7,169 shares; 2026Q1: 6,812 shares; 2026Q2: 6,611 shares; 2026Q3: 6,572 shares 6,572 $2.17M 0.93% -39 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 11,219 shares; 2025Q1: 11,122 shares; 2025Q2: 10,248 shares; 2025Q3: 10,205 shares; 2025Q4: 10,192 shares; 2026Q1: 10,176 shares; 2026Q2: 9,873 shares; 2026Q3: 10,034 shares 10,034 $1.85M 0.79% +161 Timeline COMT ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 64,779 shares; 2025Q1: 77,981 shares; 2025Q2: 79,965 shares; 2025Q3: 80,071 shares; 2025Q4: 56,731 shares; 2026Q1: 51,401 shares; 2026Q2: 47,290 shares; 2026Q3: 50,059 shares 50,059 $1.85M 0.79% +2,769 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 22,689 shares; 2025Q1: 21,322 shares; 2025Q2: 21,972 shares; 2025Q3: 16,631 shares; 2025Q4: 17,410 shares; 2026Q1: 17,407 shares; 2026Q2: 17,965 shares; 2026Q3: 18,153 shares 18,153 $1.84M 0.78% +188 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,500 shares; 2025Q1: 4,500 shares; 2025Q2: 4,500 shares; 2025Q3: 4,500 shares; 2025Q4: 4,500 shares; 2026Q1: 4,500 shares; 2026Q2: 4,500 shares; 2026Q3: 4,500 shares 4,500 $1.83M 0.78% 0 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,825 shares; 2025Q1: 3,828 shares; 2025Q2: 3,976 shares; 2025Q3: 4,047 shares; 2025Q4: 4,297 shares; 2026Q1: 4,314 shares; 2026Q2: 4,329 shares; 2026Q3: 4,320 shares 4,320 $1.82M 0.78% -9 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,554 shares; 2025Q1: 4,545 shares; 2025Q2: 4,592 shares; 2025Q3: 4,488 shares; 2025Q4: 4,555 shares; 2026Q1: 4,719 shares; 2026Q2: 4,793 shares; 2026Q3: 4,803 shares 4,803 $1.73M 0.74% +10 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,986 shares; 2025Q1: 5,907 shares; 2025Q2: 6,020 shares; 2025Q3: 6,011 shares; 2025Q4: 5,996 shares; 2026Q1: 6,008 shares; 2026Q2: 5,873 shares; 2026Q3: 5,873 shares 5,873 $1.67M 0.71% 0 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,409 shares; 2025Q1: 5,309 shares; 2025Q2: 5,325 shares; 2025Q3: 5,325 shares; 2025Q4: 6,105 shares; 2026Q1: 6,270 shares; 2026Q2: 7,279 shares; 2026Q3: 8,012 shares 8,012 $1.64M 0.7% +733 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 9,167 shares; 2025Q1: 9,153 shares; 2025Q2: 10,339 shares; 2025Q3: 11,163 shares; 2025Q4: 12,371 shares; 2026Q1: 12,348 shares; 2026Q2: 12,236 shares; 2026Q3: 12,393 shares 12,393 $1.57M 0.67% +157 Timeline AVDV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 14,044 shares 14,044 $1.54M 0.66% new Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,054 shares; 2025Q1: 5,530 shares; 2025Q2: 5,608 shares; 2025Q3: 5,584 shares; 2025Q4: 5,564 shares; 2026Q1: 5,543 shares; 2026Q2: 5,798 shares; 2026Q3: 5,843 shares 5,843 $1.46M 0.62% +45 Timeline SDCI USCF ETF TR More: the full row for USCF ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 35,015 shares; 2026Q1: 49,395 shares; 2026Q2: 43,540 shares; 2026Q3: 46,615 shares 46,615 $1.45M 0.62% +3,075 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 10,673 shares; 2025Q1: 10,623 shares; 2025Q2: 10,876 shares; 2025Q3: 10,698 shares; 2025Q4: 10,533 shares; 2026Q1: 10,534 shares; 2026Q2: 10,112 shares; 2026Q3: 10,000 shares 10,000 $1.45M 0.62% -112 Timeline BCD ABRDN ETFS More: the full row for ABRDN ETFS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 23,818 shares; 2026Q1: 36,572 shares; 2026Q2: 33,382 shares; 2026Q3: 35,544 shares 35,544 $1.37M 0.58% +2,162 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 14,100 shares; 2025Q1: 14,100 shares; 2025Q2: 14,100 shares; 2025Q3: 26,188 shares; 2025Q4: 26,852 shares; 2026Q1: 27,581 shares; 2026Q2: 27,817 shares; 2026Q3: 28,294 shares 28,294 $1.34M 0.57% +477 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 16,512 shares; 2025Q1: 16,512 shares; 2025Q2: 16,362 shares; 2025Q3: 16,353 shares; 2025Q4: 16,424 shares; 2026Q1: 17,122 shares; 2026Q2: 17,614 shares; 2026Q3: 17,654 shares 17,654 $1.34M 0.57% +40 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,226 shares; 2025Q1: 6,023 shares; 2025Q2: 5,188 shares; 2025Q3: 5,115 shares; 2025Q4: 5,045 shares; 2026Q1: 4,486 shares; 2026Q2: 4,220 shares; 2026Q3: 4,184 shares 4,184 $1.31M 0.56% -36 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,791 shares; 2025Q1: 5,791 shares; 2025Q2: 5,791 shares; 2025Q3: 5,806 shares; 2025Q4: 5,806 shares; 2026Q1: 5,806 shares; 2026Q2: 5,716 shares; 2026Q3: 5,609 shares 5,609 $1.25M 0.53% -107 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 7,302 shares; 2025Q1: 7,302 shares; 2025Q2: 7,302 shares; 2025Q3: 7,302 shares; 2025Q4: 6,865 shares; 2026Q1: 6,752 shares; 2026Q2: 6,704 shares; 2026Q3: 6,679 shares 6,679 $1.24M 0.53% -25 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 465 shares; 2025Q1: 479 shares; 2025Q2: 924 shares; 2025Q3: 1,158 shares; 2025Q4: 1,133 shares; 2026Q1: 1,126 shares; 2026Q2: 1,067 shares; 2026Q3: 1,062 shares 1,062 $1.23M 0.52% -5 Timeline PPLT ABRDN PLATINUM ETF TRUST More: the full row for ABRDN PLATINUM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,452 shares; 2025Q3: 12,020 shares; 2025Q4: 7,786 shares; 2026Q1: 4,845 shares; 2026Q2: 45,866 shares; 2026Q3: 78,629 shares 78,629 $1.21M 0.52% +32,763 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 12,253 shares; 2025Q1: 12,222 shares; 2025Q2: 15,523 shares; 2025Q3: 14,334 shares; 2025Q4: 14,334 shares; 2026Q1: 14,334 shares; 2026Q2: 13,738 shares; 2026Q3: 13,738 shares 13,738 $1.18M 0.5% 0 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,990 shares; 2025Q1: 3,851 shares; 2025Q2: 4,275 shares; 2025Q3: 3,742 shares; 2025Q4: 3,973 shares; 2026Q1: 3,991 shares; 2026Q2: 3,839 shares; 2026Q3: 3,830 shares 3,830 $1.16M 0.5% -9 Timeline VTES VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,800 shares; 2025Q1: 4,800 shares; 2025Q2: 7,800 shares; 2025Q3: 10,800 shares; 2025Q4: 10,800 shares; 2026Q1: 10,800 shares; 2026Q2: 11,700 shares; 2026Q3: 11,700 shares 11,700 $1.15M 0.49% 0 Timeline TDS TELEPHONE & DATA SYS INC More: the full row for TELEPHONE & DATA SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 34,000 shares; 2025Q1: 34,000 shares; 2025Q2: 34,000 shares; 2025Q3: 34,000 shares; 2025Q4: 34,000 shares; 2026Q1: 34,000 shares; 2026Q2: 34,000 shares; 2026Q3: 34,000 shares 34,000 $1.15M 0.49% 0 Timeline GRMN GARMIN LTD More: the full row for GARMIN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,951 shares; 2025Q1: 4,932 shares; 2025Q2: 4,461 shares; 2025Q3: 4,423 shares; 2025Q4: 4,433 shares; 2026Q1: 4,295 shares; 2026Q2: 4,051 shares; 2026Q3: 4,007 shares 4,007 $1.15M 0.49% -44 Timeline XOM EXXONMOBIL HOLDINGS CORP More: the full row for EXXONMOBIL HOLDINGS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 7,032 shares 7,032 $1.14M 0.49% new Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 7,302 shares; 2025Q1: 8,023 shares; 2025Q2: 8,934 shares; 2025Q3: 9,076 shares; 2025Q4: 8,779 shares; 2026Q1: 8,504 shares; 2026Q2: 8,434 shares; 2026Q3: 8,392 shares 8,392 $1.11M 0.47% -42 Timeline PALL ABRDN PALLADIUM ETF TRUST More: the full row for ABRDN PALLADIUM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 15,838 shares; 2025Q3: 14,920 shares; 2025Q4: 8,925 shares; 2026Q1: 6,371 shares; 2026Q2: 31,292 shares; 2026Q3: 50,805 shares 50,805 $1.11M 0.47% +19,513 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,486 shares; 2025Q1: 1,291 shares; 2025Q2: 1,291 shares; 2025Q3: 1,251 shares; 2025Q4: 1,251 shares; 2026Q1: 1,213 shares; 2026Q2: 1,158 shares; 2026Q3: 1,131 shares 1,131 $1.08M 0.46% -27 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,899 shares; 2025Q4: 1,726 shares; 2026Q1: 1,386 shares; 2026Q2: 1,004 shares; 2026Q3: 996 shares 996 $1.06M 0.45% -8 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; 2024Q4: 39,985 shares; 2025Q1: 38,508 shares; 2025Q2: 39,991 shares; 2025Q3: 39,392 shares; 2025Q4: 40,244 shares; 2026Q1: 46,629 shares; 2026Q2: 44,803 shares; 2026Q3: 45,027 shares 45,027 $1.06M 0.45% +224 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 10,356 shares; 2025Q1: 10,471 shares; 2025Q2: 10,585 shares; 2025Q3: 10,530 shares; 2025Q4: 10,521 shares; 2026Q1: 10,521 shares; 2026Q2: 10,303 shares; 2026Q3: 9,963 shares 9,963 $1.04M 0.44% -340 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,083 shares; 2025Q1: 2,964 shares; 2025Q2: 3,095 shares; 2025Q3: 3,060 shares; 2025Q4: 3,700 shares; 2026Q1: 3,958 shares; 2026Q2: 4,027 shares; 2026Q3: 3,901 shares 3,901 $1.01M 0.43% -126 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,253 shares; 2025Q1: 2,253 shares; 2025Q2: 2,303 shares; 2025Q3: 2,342 shares; 2025Q4: 2,231 shares; 2026Q1: 3,389 shares; 2026Q2: 4,224 shares; 2026Q3: 4,841 shares 4,841 $888K 0.38% +617 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 12,749 shares; 2025Q1: 12,341 shares; 2025Q2: 12,286 shares; 2025Q3: 12,166 shares; 2025Q4: 12,010 shares; 2026Q1: 10,449 shares; 2026Q2: 9,811 shares; 2026Q3: 9,326 shares 9,326 $886K 0.38% -485 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 10,701 shares; 2025Q1: 10,682 shares; 2025Q2: 9,124 shares; 2025Q3: 8,765 shares; 2025Q4: 8,729 shares; 2026Q1: 9,189 shares; 2026Q2: 10,155 shares; 2026Q3: 10,660 shares 10,660 $866K 0.37% +505 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,239 shares; 2025Q1: 1,513 shares; 2025Q2: 1,549 shares; 2025Q3: 1,572 shares; 2025Q4: 1,521 shares; 2026Q1: 1,479 shares; 2026Q2: 1,187 shares; 2026Q3: 1,178 shares 1,178 $854K 0.36% -9 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,785 shares; 2025Q1: 5,770 shares; 2025Q2: 5,777 shares; 2025Q3: 5,777 shares; 2025Q4: 5,827 shares; 2026Q1: 5,827 shares; 2026Q2: 5,782 shares; 2026Q3: 5,846 shares 5,846 $849K 0.36% +64 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,822 shares; 2025Q1: 6,028 shares; 2025Q2: 6,069 shares; 2025Q3: 6,249 shares; 2025Q4: 6,358 shares; 2026Q1: 6,358 shares; 2026Q2: 6,343 shares; 2026Q3: 7,974 shares 7,974 $836K 0.36% +1,631 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; 2024Q4: 3,476 shares; 2025Q1: 4,261 shares; 2025Q2: 5,213 shares; 2025Q3: 5,154 shares; 2025Q4: 4,059 shares; 2026Q1: 3,447 shares; 2026Q2: 2,837 shares; 2026Q3: 2,451 shares 2,451 $805K 0.34% -386 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 10,246 shares; 2025Q1: 10,309 shares; 2025Q2: 8,874 shares; 2025Q3: 8,519 shares; 2025Q4: 8,644 shares; 2026Q1: 9,775 shares; 2026Q2: 10,067 shares; 2026Q3: 10,454 shares 10,454 $799K 0.34% +387 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,395 shares; 2025Q1: 2,380 shares; 2025Q2: 2,330 shares; 2025Q3: 2,400 shares; 2025Q4: 2,420 shares; 2026Q1: 2,395 shares; 2026Q2: 2,250 shares; 2026Q3: 2,150 shares 2,150 $766K 0.33% -100 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,495 shares; 2025Q1: 3,497 shares; 2025Q2: 3,929 shares; 2025Q3: 3,628 shares; 2025Q4: 3,167 shares; 2026Q1: 3,209 shares; 2026Q2: 2,924 shares; 2026Q3: 2,922 shares 2,922 $764K 0.33% -2 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,182 shares; 2025Q1: 1,237 shares; 2025Q2: 1,176 shares; 2025Q3: 1,247 shares; 2025Q4: 12,009 shares; 2026Q1: 12,920 shares; 2026Q2: 10,683 shares; 2026Q3: 10,909 shares 10,909 $759K 0.32% +226 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,122 shares; 2025Q1: 5,130 shares; 2025Q2: 5,146 shares; 2025Q3: 5,252 shares; 2025Q4: 5,258 shares; 2026Q1: 5,232 shares; 2026Q2: 5,321 shares; 2026Q3: 5,317 shares 5,317 $758K 0.32% -4 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,641 shares; 2025Q1: 2,641 shares; 2025Q2: 2,641 shares; 2025Q3: 3,392 shares; 2025Q4: 3,411 shares; 2026Q1: 3,448 shares; 2026Q2: 3,356 shares; 2026Q3: 3,349 shares 3,349 $742K 0.32% -7 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,550 shares; 2025Q1: 3,555 shares; 2025Q2: 3,534 shares; 2025Q3: 3,347 shares; 2025Q4: 3,347 shares; 2026Q1: 3,347 shares; 2026Q2: 3,265 shares; 2026Q3: 3,190 shares 3,190 $737K 0.31% -75 Timeline PDBC INVESCO ACTVELY MNGD ETC FD More: the full row for INVESCO ACTVELY MNGD ETC FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 45,601 shares; 2025Q1: 158,143 shares; 2025Q2: 159,989 shares; 2025Q3: 159,749 shares; 2025Q4: 105,707 shares; 2026Q1: 94,220 shares; 2026Q2: 84,725 shares; 2026Q3: 38,108 shares 38,108 $735K 0.31% -46,617 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,384 shares; 2025Q1: 5,371 shares; 2025Q2: 5,404 shares; 2025Q3: 5,276 shares; 2025Q4: 5,051 shares; 2026Q1: 5,182 shares; 2026Q2: 5,193 shares; 2026Q3: 5,278 shares 5,278 $725K 0.31% +85 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,345 shares; 2025Q1: 5,351 shares; 2025Q2: 5,336 shares; 2025Q3: 5,361 shares; 2025Q4: 5,350 shares; 2026Q1: 5,368 shares; 2026Q2: 5,318 shares; 2026Q3: 5,265 shares 5,265 $716K 0.31% -53 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,320 shares; 2025Q1: 1,394 shares; 2025Q2: 1,394 shares; 2025Q3: 1,394 shares; 2025Q4: 1,524 shares; 2026Q1: 1,542 shares; 2026Q2: 1,545 shares; 2026Q3: 1,545 shares 1,545 $705K 0.3% 0 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 380 shares; 2025Q1: 375 shares; 2025Q2: 367 shares; 2025Q3: 380 shares; 2025Q4: 379 shares; 2026Q1: 367 shares; 2026Q2: 3,614 shares; 2026Q3: 3,585 shares 3,585 $699K 0.3% -29 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,933 shares; 2025Q1: 2,348 shares; 2025Q2: 2,398 shares; 2025Q3: 2,298 shares; 2025Q4: 2,614 shares; 2026Q1: 2,639 shares; 2026Q2: 3,095 shares; 2026Q3: 2,992 shares 2,992 $683K 0.29% -103 Timeline AIQ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 10,454 shares; 2025Q1: 10,481 shares; 2025Q2: 10,396 shares; 2025Q3: 10,447 shares; 2025Q4: 10,515 shares; 2026Q1: 10,515 shares; 2026Q2: 10,540 shares; 2026Q3: 10,471 shares 10,471 $682K 0.29% -69 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,140 shares; 2025Q1: 2,240 shares; 2025Q2: 2,081 shares; 2025Q3: 1,904 shares; 2025Q4: 1,751 shares; 2026Q1: 1,716 shares; 2026Q2: 1,721 shares; 2026Q3: 1,774 shares 1,774 $676K 0.29% +53 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 802 shares; 2025Q1: 782 shares; 2025Q2: 782 shares; 2025Q3: 782 shares; 2025Q4: 782 shares; 2026Q1: 782 shares; 2026Q2: 975 shares; 2026Q3: 975 shares 975 $658K 0.28% 0 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,455 shares; 2025Q1: 6,175 shares; 2025Q2: 6,175 shares; 2025Q3: 5,225 shares; 2025Q4: 5,125 shares; 2026Q1: 4,910 shares; 2026Q2: 4,810 shares; 2026Q3: 4,540 shares 4,540 $657K 0.28% -270 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,048 shares; 2025Q1: 1,318 shares; 2025Q2: 1,269 shares; 2025Q3: 1,256 shares; 2025Q4: 1,262 shares; 2026Q1: 1,239 shares; 2026Q2: 1,295 shares; 2026Q3: 1,298 shares 1,298 $628K 0.27% +3 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,920 shares; 2025Q1: 2,992 shares; 2025Q2: 4,184 shares; 2025Q3: 4,208 shares; 2025Q4: 4,078 shares; 2026Q1: 4,045 shares; 2026Q2: 3,935 shares; 2026Q3: 3,935 shares 3,935 $617K 0.26% 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; 2024Q4: 1,690 shares; 2025Q1: 1,675 shares; 2025Q2: 1,675 shares; 2025Q3: 1,595 shares; 2025Q4: 1,595 shares; 2026Q1: 1,485 shares; 2026Q2: 1,475 shares; 2026Q3: 1,400 shares 1,400 $602K 0.26% -75 Timeline AZN ASTRAZENECA PLC More: the full row for ASTRAZENECA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,784 shares; 2026Q2: 2,840 shares; 2026Q3: 3,695 shares 3,695 $597K 0.25% +855 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; 2024Q4: 1,848 shares; 2025Q1: 1,823 shares; 2025Q2: 1,823 shares; 2025Q3: 1,823 shares; 2025Q4: 1,823 shares; 2026Q1: 1,823 shares; 2026Q2: 1,823 shares; 2026Q3: 1,823 shares 1,823 $587K 0.25% 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; 2024Q4: 1,997 shares; 2025Q1: 1,934 shares; 2025Q2: 1,937 shares; 2025Q3: 1,937 shares; 2025Q4: 1,937 shares; 2026Q1: 1,939 shares; 2026Q2: 1,939 shares; 2026Q3: 2,072 shares 2,072 $571K 0.24% +133 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; 2024Q4: 2,725 shares; 2025Q1: 2,782 shares; 2025Q2: 2,782 shares; 2025Q3: 2,346 shares; 2025Q4: 2,090 shares; 2026Q1: 2,073 shares; 2026Q2: 2,073 shares; 2026Q3: 2,073 shares 2,073 $564K 0.24% 0 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,828 shares; 2025Q1: 2,820 shares; 2025Q2: 2,820 shares; 2025Q3: 2,820 shares; 2025Q4: 2,820 shares; 2026Q1: 2,820 shares; 2026Q2: 2,820 shares; 2026Q3: 2,820 shares 2,820 $550K 0.23% 0 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,589 shares; 2025Q1: 4,589 shares; 2025Q2: 4,589 shares; 2025Q3: 3,989 shares; 2025Q4: 3,989 shares; 2026Q1: 3,989 shares; 2026Q2: 3,989 shares; 2026Q3: 3,939 shares 3,939 $537K 0.23% -50 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,858 shares; 2025Q1: 1,950 shares; 2025Q2: 1,875 shares; 2025Q3: 2,440 shares; 2025Q4: 2,119 shares; 2026Q1: 1,718 shares; 2026Q2: 1,142 shares; 2026Q3: 1,021 shares 1,021 $522K 0.22% -121 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 770 shares; 2025Q1: 770 shares; 2025Q2: 773 shares; 2025Q3: 773 shares; 2025Q4: 773 shares; 2026Q1: 773 shares; 2026Q2: 773 shares; 2026Q3: 772 shares 772 $519K 0.22% -1 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 296 shares; 2026Q3: 296 shares 296 $512K 0.22% 0 Timeline HACK AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,133 shares; 2025Q1: 4,133 shares; 2025Q2: 4,133 shares; 2025Q3: 4,183 shares; 2025Q4: 4,188 shares; 2026Q1: 4,188 shares; 2026Q2: 4,193 shares; 2026Q3: 4,173 shares 4,173 $506K 0.22% -20 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,754 shares; 2026Q3: 2,754 shares 2,754 $492K 0.21% 0 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,927 shares; 2025Q1: 3,942 shares; 2025Q2: 3,942 shares; 2025Q3: 3,942 shares; 2025Q4: 3,942 shares; 2026Q1: 3,942 shares; 2026Q2: 3,742 shares; 2026Q3: 3,742 shares 3,742 $486K 0.21% 0 Timeline TD TORONTO DOMINION BK ONT More: the full row for TORONTO DOMINION BK ONT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,001 shares; 2025Q1: 5,001 shares; 2025Q2: 5,001 shares; 2025Q3: 4,251 shares; 2025Q4: 4,251 shares; 2026Q1: 4,251 shares; 2026Q2: 4,101 shares; 2026Q3: 4,101 shares 4,101 $482K 0.21% 0 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,266 shares; 2025Q1: 3,050 shares; 2025Q2: 3,050 shares; 2025Q3: 2,600 shares; 2025Q4: 2,600 shares; 2026Q1: 2,600 shares; 2026Q2: 2,600 shares; 2026Q3: 2,600 shares 2,600 $479K 0.2% 0 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; 2024Q4: 2,342 shares; 2025Q1: 2,337 shares; 2025Q2: 2,337 shares; 2025Q3: 2,337 shares; 2025Q4: 2,337 shares; 2026Q1: 2,337 shares; 2026Q2: 2,237 shares; 2026Q3: 2,237 shares 2,237 $469K 0.2% 0 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,840 shares; 2025Q1: 3,309 shares; 2025Q2: 3,441 shares; 2025Q3: 3,250 shares; 2025Q4: 3,184 shares; 2026Q1: 3,287 shares; 2026Q2: 3,119 shares; 2026Q3: 2,976 shares 2,976 $469K 0.2% -143 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,810 shares; 2025Q1: 4,925 shares; 2025Q2: 5,015 shares; 2025Q3: 4,195 shares; 2025Q4: 4,195 shares; 2026Q1: 4,122 shares; 2026Q2: 4,116 shares; 2026Q3: 4,053 shares 4,053 $453K 0.19% -63 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 7,229 shares; 2025Q1: 6,948 shares; 2025Q2: 8,797 shares; 2025Q3: 7,227 shares; 2025Q4: 7,110 shares; 2026Q1: 7,068 shares; 2026Q2: 7,185 shares; 2026Q3: 7,203 shares 7,203 $449K 0.19% +18 Timeline ALLE ALLEGION PLC More: the full row for ALLEGION PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,333 shares; 2025Q1: 2,333 shares; 2025Q2: 2,333 shares; 2025Q3: 2,333 shares; 2025Q4: 2,333 shares; 2026Q1: 2,333 shares; 2026Q2: 2,633 shares; 2026Q3: 2,898 shares 2,898 $446K 0.19% +265 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 7,414 shares; 2025Q1: 8,408 shares; 2025Q2: 9,281 shares; 2025Q3: 9,208 shares; 2025Q4: 8,549 shares; 2026Q1: 8,594 shares; 2026Q2: 8,162 shares; 2026Q3: 8,029 shares 8,029 $437K 0.19% -133 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 886 shares; 2026Q1: 1,014 shares; 2026Q2: 1,048 shares; 2026Q3: 1,094 shares 1,094 $432K 0.18% +46 Timeline INCY INCYTE CORP More: the full row for INCYTE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,692 shares; 2026Q1: 3,882 shares; 2026Q2: 3,598 shares; 2026Q3: 3,553 shares 3,553 $431K 0.18% -45 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 11,960 shares; 2025Q1: 10,262 shares; 2025Q2: 10,262 shares; 2025Q3: 10,262 shares; 2025Q4: 9,862 shares; 2026Q1: 9,862 shares; 2026Q2: 9,362 shares; 2026Q3: 8,328 shares 8,328 $420K 0.18% -1,034 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,227 shares; 2025Q1: 4,227 shares; 2025Q2: 4,273 shares; 2025Q3: 3,465 shares; 2025Q4: 3,465 shares; 2026Q1: 3,454 shares; 2026Q2: 3,462 shares; 2026Q3: 4,212 shares 4,212 $416K 0.18% +750 Timeline MAA MID-AMER APT CMNTYS INC More: the full row for MID-AMER APT CMNTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,100 shares; 2025Q1: 2,166 shares; 2025Q2: 2,166 shares; 2025Q3: 2,130 shares; 2025Q4: 2,130 shares; 2026Q1: 3,530 shares; 2026Q2: 3,530 shares; 2026Q3: 3,500 shares 3,500 $412K 0.18% -30 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 7,179 shares; 2025Q1: 7,145 shares; 2025Q2: 4,935 shares; 2025Q3: 5,368 shares; 2025Q4: 5,471 shares; 2026Q1: 4,936 shares; 2026Q2: 4,323 shares; 2026Q3: 4,330 shares 4,330 $407K 0.17% +7 Timeline NDSN NORDSON CORP More: the full row for NORDSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 939 shares; 2025Q3: 1,584 shares; 2025Q4: 1,561 shares; 2026Q1: 1,440 shares; 2026Q2: 1,211 shares; 2026Q3: 1,203 shares 1,203 $394K 0.17% -8 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 8,292 shares; 2025Q1: 8,331 shares; 2025Q2: 8,374 shares; 2025Q3: 8,374 shares; 2025Q4: 8,374 shares; 2026Q1: 8,374 shares; 2026Q2: 8,361 shares; 2026Q3: 8,350 shares 8,350 $388K 0.17% -11 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,600 shares; 2025Q1: 3,600 shares; 2025Q2: 3,600 shares; 2025Q3: 3,600 shares; 2025Q4: 3,600 shares; 2026Q1: 4,220 shares; 2026Q2: 4,400 shares; 2026Q3: 4,415 shares 4,415 $377K 0.16% +15 Timeline TDW TIDEWATER INC NEW More: the full row for TIDEWATER INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,024 shares; 2025Q1: not reported; 2025Q2: 4,596 shares; 2025Q3: 6,111 shares; 2025Q4: 5,932 shares; 2026Q1: 6,329 shares; 2026Q2: 4,508 shares; 2026Q3: 4,458 shares 4,458 $362K 0.15% -50 Timeline IYR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,986 shares; 2025Q1: 4,653 shares; 2025Q2: 4,588 shares; 2025Q3: 4,131 shares; 2025Q4: 3,608 shares; 2026Q1: 3,777 shares; 2026Q2: 4,271 shares; 2026Q3: 3,783 shares 3,783 $360K 0.15% -488 Timeline TKO TKO GROUP HOLDINGS INC More: the full row for TKO GROUP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,000 shares; 2025Q1: 2,000 shares; 2025Q2: 2,000 shares; 2025Q3: 2,000 shares; 2025Q4: 2,000 shares; 2026Q1: 2,000 shares; 2026Q2: 2,000 shares; 2026Q3: 2,000 shares 2,000 $359K 0.15% 0 Timeline KOF COCA-COLA FEMSA SAB DE CV More: the full row for COCA-COLA FEMSA SAB DE CV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,092 shares; 2025Q1: 3,964 shares; 2025Q2: 3,736 shares; 2025Q3: 4,186 shares; 2025Q4: 4,169 shares; 2026Q1: 4,067 shares; 2026Q2: 3,317 shares; 2026Q3: 3,310 shares 3,310 $358K 0.15% -7 Timeline FDS FACTSET RESH SYS INC More: the full row for FACTSET RESH SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 990 shares; 2025Q1: 870 shares; 2025Q2: 870 shares; 2025Q3: 1,175 shares; 2025Q4: 1,259 shares; 2026Q1: 1,332 shares; 2026Q2: 1,324 shares; 2026Q3: 1,324 shares 1,324 $357K 0.15% 0 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,411 shares; 2025Q1: 3,415 shares; 2025Q2: 3,539 shares; 2025Q3: 3,454 shares; 2025Q4: 3,454 shares; 2026Q1: 3,345 shares; 2026Q2: 2,986 shares; 2026Q3: 2,970 shares 2,970 $352K 0.15% -16 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,571 shares; 2025Q1: 4,393 shares; 2025Q2: 2,308 shares; 2025Q3: 2,308 shares; 2025Q4: 2,308 shares; 2026Q1: 2,451 shares; 2026Q2: 2,138 shares; 2026Q3: 2,138 shares 2,138 $351K 0.15% 0 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,250 shares; 2026Q2: 2,221 shares; 2026Q3: 2,221 shares 2,221 $342K 0.15% 0 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 430 shares; 2025Q1: 405 shares; 2025Q2: 575 shares; 2025Q3: 622 shares; 2025Q4: 595 shares; 2026Q1: 430 shares; 2026Q2: 434 shares; 2026Q3: 446 shares 446 $342K 0.15% +12 Timeline GEHC GE HEALTHCARE TECHNOLOGIES I More: the full row for GE HEALTHCARE TECHNOLOGIES I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,783 shares; 2025Q1: 6,418 shares; 2025Q2: 6,133 shares; 2025Q3: 6,076 shares; 2025Q4: 5,818 shares; 2026Q1: 6,168 shares; 2026Q2: 4,759 shares; 2026Q3: 5,138 shares 5,138 $336K 0.14% +379 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 15,266 shares; 2025Q1: 15,571 shares; 2025Q2: 15,934 shares; 2025Q3: 10,576 shares; 2025Q4: 10,576 shares; 2026Q1: 10,925 shares; 2026Q2: 10,576 shares; 2026Q3: 10,576 shares 10,576 $319K 0.14% 0 Timeline CRUS CIRRUS LOGIC INC More: the full row for CIRRUS LOGIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,011 shares; 2025Q1: 2,372 shares; 2025Q2: 2,311 shares; 2025Q3: 2,186 shares; 2025Q4: 2,034 shares; 2026Q1: 1,942 shares; 2026Q2: 2,735 shares; 2026Q3: 2,655 shares 2,655 $319K 0.14% -80 Timeline DEO DIAGEO PLC More: the full row for DIAGEO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,005 shares; 2025Q1: 3,005 shares; 2025Q2: 3,005 shares; 2025Q3: 3,305 shares; 2025Q4: 3,455 shares; 2026Q1: 3,899 shares; 2026Q2: 3,675 shares; 2026Q3: 3,714 shares 3,714 $318K 0.14% +39 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,146 shares; 2025Q1: 2,097 shares; 2025Q2: 2,063 shares; 2025Q3: 2,044 shares; 2025Q4: 1,923 shares; 2026Q1: 1,875 shares; 2026Q2: 1,648 shares; 2026Q3: 1,497 shares 1,497 $313K 0.13% -151 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 1,306 shares; 2025Q2: 1,457 shares; 2025Q3: 1,472 shares; 2025Q4: 1,510 shares; 2026Q1: 1,501 shares; 2026Q2: 1,502 shares; 2026Q3: 1,502 shares 1,502 $312K 0.13% 0 Timeline WTW WILLIS TOWERS WATSON PLC LTD More: the full row for WILLIS TOWERS WATSON PLC LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,260 shares; 2025Q1: 1,147 shares; 2025Q2: 1,147 shares; 2025Q3: 1,147 shares; 2025Q4: 1,147 shares; 2026Q1: 1,147 shares; 2026Q2: 1,072 shares; 2026Q3: 1,072 shares 1,072 $309K 0.13% 0 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 500 shares; 2026Q3: 500 shares 500 $306K 0.13% 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,885 shares; 2025Q4: 1,908 shares; 2026Q1: 1,858 shares; 2026Q2: 2,067 shares; 2026Q3: 2,019 shares 2,019 $301K 0.13% -48 Timeline ACWI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,909 shares; 2025Q1: 4,387 shares; 2025Q2: 3,902 shares; 2025Q3: 3,049 shares; 2025Q4: 2,087 shares; 2026Q1: 2,087 shares; 2026Q2: 1,860 shares; 2026Q3: 1,860 shares 1,860 $295K 0.13% 0 Timeline UL UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,116 shares; 2026Q1: 4,116 shares; 2026Q2: 4,756 shares; 2026Q3: 4,756 shares 4,756 $289K 0.12% 0 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,115 shares; 2025Q1: 1,321 shares; 2025Q2: 1,329 shares; 2025Q3: 1,323 shares; 2025Q4: 1,347 shares; 2026Q1: 1,407 shares; 2026Q2: 1,184 shares; 2026Q3: 1,194 shares 1,194 $286K 0.12% +10 Timeline SSNC SS&C TECH HLDGS More: the full row for SS&C TECH HLDGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,806 shares; 2025Q1: 5,016 shares; 2025Q2: 7,324 shares; 2025Q3: 8,180 shares; 2025Q4: 7,299 shares; 2026Q1: 5,755 shares; 2026Q2: 3,527 shares; 2026Q3: 3,710 shares 3,710 $286K 0.12% +183 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; 2024Q4: 1,234 shares; 2025Q1: 1,521 shares; 2025Q2: 1,464 shares; 2025Q3: 712 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 1,000 shares 1,000 $285K 0.12% new Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,344 shares; 2025Q1: 3,276 shares; 2025Q2: 3,276 shares; 2025Q3: 2,976 shares; 2025Q4: 2,776 shares; 2026Q1: 2,776 shares; 2026Q2: 2,826 shares; 2026Q3: 2,726 shares 2,726 $284K 0.12% -100 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; 2024Q4: 4,085 shares; 2025Q1: 3,618 shares; 2025Q2: 3,618 shares; 2025Q3: 2,768 shares; 2025Q4: 2,768 shares; 2026Q1: 2,768 shares; 2026Q2: 2,768 shares; 2026Q3: 2,768 shares 2,768 $279K 0.12% 0 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 263 shares; 2025Q1: 263 shares; 2025Q2: 263 shares; 2025Q3: 263 shares; 2025Q4: 263 shares; 2026Q1: 263 shares; 2026Q2: 263 shares; 2026Q3: 263 shares 263 $278K 0.12% 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 725 shares; 2025Q3: 828 shares; 2025Q4: 828 shares; 2026Q1: 828 shares; 2026Q2: 828 shares; 2026Q3: 828 shares 828 $275K 0.12% 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 835 shares; 2025Q4: 834 shares; 2026Q1: 798 shares; 2026Q2: 748 shares; 2026Q3: 742 shares 742 $270K 0.12% -6 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,386 shares; 2025Q3: 3,690 shares; 2025Q4: 3,772 shares; 2026Q1: 4,062 shares; 2026Q2: 2,883 shares; 2026Q3: 3,112 shares 3,112 $269K 0.11% +229 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,889 shares; 2025Q1: 2,214 shares; 2025Q2: 1,663 shares; 2025Q3: 1,358 shares; 2025Q4: 1,369 shares; 2026Q1: 1,369 shares; 2026Q2: 1,369 shares; 2026Q3: 1,374 shares 1,374 $265K 0.11% +5 Timeline CTSH COGNIZANT TECHNOLOGY SOLUTIO More: the full row for COGNIZANT TECHNOLOGY SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 8,525 shares; 2025Q1: 8,335 shares; 2025Q2: 8,382 shares; 2025Q3: 4,709 shares; 2025Q4: 4,609 shares; 2026Q1: 4,609 shares; 2026Q2: not reported; 2026Q3: 4,609 shares 4,609 $265K 0.11% new Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 13,261 shares; 2025Q1: 13,028 shares; 2025Q2: 16,813 shares; 2025Q3: 9,972 shares; 2025Q4: 9,463 shares; 2026Q1: 9,165 shares; 2026Q2: 9,260 shares; 2026Q3: 9,260 shares 9,260 $264K 0.11% 0 Timeline ABEV AMBEV SA More: the full row for AMBEV SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 45,829 shares; 2025Q3: 65,197 shares; 2025Q4: 75,239 shares; 2026Q1: 94,367 shares; 2026Q2: 90,915 shares; 2026Q3: 90,270 shares 90,270 $264K 0.11% -645 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,664 shares; 2025Q1: 6,664 shares; 2025Q2: 6,564 shares; 2025Q3: 5,894 shares; 2025Q4: 5,894 shares; 2026Q1: 5,894 shares; 2026Q2: 5,729 shares; 2026Q3: 5,734 shares 5,734 $263K 0.11% +5 Timeline BUD ANHEUSER BUSCH INBEV SA NV More: the full row for ANHEUSER BUSCH INBEV SA NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,472 shares; 2026Q2: 3,519 shares; 2026Q3: 3,549 shares 3,549 $261K 0.11% +30 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,222 shares; 2025Q1: 3,222 shares; 2025Q2: 3,222 shares; 2025Q3: 3,245 shares; 2025Q4: 3,245 shares; 2026Q1: 3,145 shares; 2026Q2: 2,241 shares; 2026Q3: 2,275 shares 2,275 $258K 0.11% +34 Timeline FLOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,725 shares; 2026Q2: 5,027 shares; 2026Q3: 4,927 shares 4,927 $252K 0.11% -100 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 942 shares; 2025Q1: 903 shares; 2025Q2: 992 shares; 2025Q3: 904 shares; 2025Q4: 899 shares; 2026Q1: 838 shares; 2026Q2: 815 shares; 2026Q3: 874 shares 874 $249K 0.11% +59 Timeline NTAP NETAPP INC More: the full row for NETAPP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 1,178 shares 1,178 $248K 0.11% new Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,920 shares; 2025Q1: 6,920 shares; 2025Q2: 6,920 shares; 2025Q3: 6,920 shares; 2025Q4: 6,920 shares; 2026Q1: 6,920 shares; 2026Q2: 6,920 shares; 2026Q3: 6,920 shares 6,920 $246K 0.11% 0 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 146 shares; 2026Q3: 136 shares 136 $246K 0.11% -10 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,992 shares; 2025Q1: 4,408 shares; 2025Q2: 4,413 shares; 2025Q3: 5,679 shares; 2025Q4: 5,718 shares; 2026Q1: 7,969 shares; 2026Q2: 6,404 shares; 2026Q3: 4,964 shares 4,964 $244K 0.1% -1,440 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,351 shares; 2026Q1: not reported; 2026Q2: 1,371 shares; 2026Q3: 1,461 shares 1,461 $243K 0.1% +90 Timeline NTCT NETSCOUT SYS INC More: the full row for NETSCOUT SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,962 shares; 2026Q3: 5,962 shares 5,962 $240K 0.1% 0 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 296 shares; 2026Q2: 250 shares; 2026Q3: 250 shares 250 $238K 0.1% 0 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,555 shares; 2026Q3: 3,555 shares 3,555 $234K 0.1% 0 Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,549 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,000 shares; 2026Q2: 1,000 shares; 2026Q3: 1,000 shares 1,000 $233K 0.1% 0 Timeline SCHP SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 9,292 shares; 2025Q1: 9,282 shares; 2025Q2: 9,282 shares; 2025Q3: 9,282 shares; 2025Q4: 9,282 shares; 2026Q1: 9,282 shares; 2026Q2: 9,282 shares; 2026Q3: 9,282 shares 9,282 $233K 0.1% 0 Timeline DT DYNATRACE INC More: the full row for DYNATRACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 4,000 shares 4,000 $231K 0.1% new Timeline DON WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,470 shares; 2025Q1: 4,470 shares; 2025Q2: 4,449 shares; 2025Q3: 4,449 shares; 2025Q4: 4,419 shares; 2026Q1: 4,419 shares; 2026Q2: 4,409 shares; 2026Q3: 4,209 shares 4,209 $227K 0.1% -200 Timeline LDOS LEIDOS HOLDINGS INC More: the full row for LEIDOS HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,900 shares; 2025Q1: 1,900 shares; 2025Q2: 1,900 shares; 2025Q3: 1,900 shares; 2025Q4: 1,900 shares; 2026Q1: 1,900 shares; 2026Q2: not reported; 2026Q3: 1,825 shares 1,825 $222K 0.09% new Timeline EWBC EAST WEST BANCORP INC More: the full row for EAST WEST BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,941 shares; 2026Q1: 1,899 shares; 2026Q2: 1,805 shares; 2026Q3: 1,788 shares 1,788 $222K 0.09% -17 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,831 shares; 2025Q3: 1,831 shares; 2025Q4: 1,831 shares; 2026Q1: 1,831 shares; 2026Q2: 1,831 shares; 2026Q3: 1,831 shares 1,831 $219K 0.09% 0 Timeline TRI THOMSON REUTERS CORP More: the full row for THOMSON REUTERS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 2,244 shares 2,244 $218K 0.09% new Timeline BR BROADRIDGE FINL SOLUTIONS IN More: the full row for BROADRIDGE FINL SOLUTIONS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 1,349 shares 1,349 $217K 0.09% new Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 796 shares; 2025Q3: 1,031 shares; 2025Q4: 993 shares; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 946 shares 946 $217K 0.09% new 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 8,898 shares; 2026Q3: 8,773 shares 8,773 $215K 0.09% -125 Timeline OKTA OKTA INC More: the full row for OKTA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 1,000 shares 1,000 $209K 0.09% new Timeline ONTO ONTO INNOVATION INC More: the full row for ONTO INNOVATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 660 shares; 2026Q3: 669 shares 669 $206K 0.09% +9 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 515 shares 515 $202K 0.09% new Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,745 shares; 2026Q2: not reported; 2026Q3: 3,285 shares 3,285 $202K 0.09% new Timeline SLQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,854 shares; 2025Q1: 4,381 shares; 2025Q2: 4,381 shares; 2025Q3: 4,381 shares; 2025Q4: 4,381 shares; 2026Q1: 4,381 shares; 2026Q2: 4,381 shares; 2026Q3: 4,081 shares 4,081 $202K 0.09% -300 Timeline DGX QUEST DIAGNOSTICS INC More: the full row for QUEST DIAGNOSTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 863 shares 863 $201K 0.09% new Timeline VIV TELEFONICA BRASIL SA More: the full row for TELEFONICA BRASIL SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,437 shares; 2025Q3: 11,749 shares; 2025Q4: 12,028 shares; 2026Q1: 10,810 shares; 2026Q2: 12,534 shares; 2026Q3: 15,553 shares 15,553 $178K 0.08% +3,019 Timeline GNW GENWORTH FINL INC More: the full row for GENWORTH FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 15,000 shares; 2025Q1: 15,000 shares; 2025Q2: 15,000 shares; 2025Q3: 15,000 shares; 2025Q4: 15,171 shares; 2026Q1: 15,171 shares; 2026Q2: 15,286 shares; 2026Q3: 15,654 shares 15,654 $140K 0.06% +368 Timeline PATH UIPATH INC More: the full row for UIPATH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 10,000 shares; 2026Q3: 10,000 shares 10,000 $128K 0.05% 0 Timeline TE T1 ENERGY INC More: the full row for T1 ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 13,388 shares; 2026Q3: 15,388 shares 15,388 $59.4K 0.03% +2,000 Timeline PCT PURECYCLE TECHNOLOGIES INC More: the full row for PURECYCLE TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,350 shares; 2026Q2: 11,250 shares; 2026Q3: 11,250 shares 11,250 $49.6K 0.02% 0 Timeline PLBY PLAYBOY INC More: the full row for PLAYBOY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 27,962 shares; 2025Q1: 27,962 shares; 2025Q2: 24,962 shares; 2025Q3: 24,962 shares; 2025Q4: 19,712 shares; 2026Q1: 18,212 shares; 2026Q2: 18,212 shares; 2026Q3: 18,212 shares 18,212 $18.7K 0.01% 0 Timeline