SPMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 462,757 shares; 2024Q4: not loaded; 2025Q1: 608,934 shares; 2025Q2: 802,816 shares; 2025Q3: 854,512 shares; 2025Q4: 849,001 shares; 2026Q1: 791,714 shares; 2026Q2: 490,988 shares 490,988 $79.3M 10.18% -300,726 Timeline SPHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 812,197 shares; 2024Q4: not loaded; 2025Q1: 1,103,996 shares; 2025Q2: 803,063 shares; 2025Q3: 547,754 shares; 2025Q4: 555,050 shares; 2026Q1: 535,503 shares; 2026Q2: 466,176 shares 466,176 $42M 5.39% -69,327 Timeline IUS INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 590,590 shares 590,590 $38.7M 4.97% new Timeline GDE WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: 666,906 shares; 2025Q3: 778,858 shares; 2025Q4: 662,752 shares; 2026Q1: 620,565 shares; 2026Q2: 615,018 shares 615,018 $37.6M 4.82% -5,547 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: 591,309 shares; 2024Q4: not loaded; 2025Q1: 110,039 shares; 2025Q2: 53,663 shares; 2025Q3: 52,175 shares; 2025Q4: 30,480 shares; 2026Q1: 28,890 shares; 2026Q2: 734,486 shares 734,486 $37.1M 4.76% +705,596 Timeline STIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 339,975 shares 339,975 $34.7M 4.46% new Timeline ISHG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 436,406 shares 436,406 $32.4M 4.16% new Timeline HYS PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 346,430 shares 346,430 $32.4M 4.16% new 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: 42,498 shares; 2024Q4: not loaded; 2025Q1: 42,427 shares; 2025Q2: 42,881 shares; 2025Q3: 42,678 shares; 2025Q4: 42,574 shares; 2026Q1: 42,537 shares; 2026Q2: 42,013 shares 42,013 $31.5M 4.04% -524 Timeline NTSD WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 580,267 shares 580,267 $26.8M 3.43% new 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: 371,983 shares; 2024Q4: not loaded; 2025Q1: 338,182 shares; 2025Q2: 342,302 shares; 2025Q3: 333,677 shares; 2025Q4: 333,214 shares; 2026Q1: 332,644 shares; 2026Q2: 332,360 shares 332,360 $25.6M 3.29% -284 Timeline USFR WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,487,743 shares; 2024Q4: not loaded; 2025Q1: 1,077,045 shares; 2025Q2: 1,489,055 shares; 2025Q3: 1,378,741 shares; 2025Q4: 1,011,555 shares; 2026Q1: 264,707 shares; 2026Q2: 381,503 shares 381,503 $19.2M 2.46% +116,796 Timeline TBIL RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 69,997 shares; 2024Q4: not loaded; 2025Q1: 65,665 shares; 2025Q2: 189,728 shares; 2025Q3: 173,461 shares; 2025Q4: 222,955 shares; 2026Q1: 220,212 shares; 2026Q2: 292,448 shares 292,448 $14.6M 1.87% +72,236 Timeline JCPB 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 loaded; 2025Q1: not reported; 2025Q2: 854,215 shares; 2025Q3: 1,574,742 shares; 2025Q4: 2,642,548 shares; 2026Q1: 1,923,666 shares; 2026Q2: 277,752 shares 277,752 $13M 1.67% -1,645,914 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: 53,917 shares; 2024Q4: not loaded; 2025Q1: 53,917 shares; 2025Q2: 53,525 shares; 2025Q3: 51,525 shares; 2025Q4: 47,861 shares; 2026Q1: 43,121 shares; 2026Q2: 42,603 shares 42,603 $12.8M 1.64% -518 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: 71,893 shares; 2024Q4: not loaded; 2025Q1: 26,270 shares; 2025Q2: 23,807 shares; 2025Q3: 74,226 shares; 2025Q4: 73,627 shares; 2026Q1: 26,156 shares; 2026Q2: 140,045 shares 140,045 $12.1M 1.55% +113,889 Timeline SYSB 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 loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 974,400 shares; 2026Q2: 126,530 shares 126,530 $11.2M 1.44% -847,870 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: 81,697 shares; 2024Q4: not loaded; 2025Q1: 80,797 shares; 2025Q2: 80,422 shares; 2025Q3: 80,475 shares; 2025Q4: 80,475 shares; 2026Q1: 80,275 shares; 2026Q2: 80,275 shares 80,275 $11M 1.42% 0 Timeline IDMO 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: 890,521 shares; 2024Q4: not loaded; 2025Q1: 72,652 shares; 2025Q2: 97,132 shares; 2025Q3: 97,132 shares; 2025Q4: 96,504 shares; 2026Q1: 149,097 shares; 2026Q2: 127,504 shares 127,504 $7.69M 0.99% -21,593 Timeline XBIL RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 81,382 shares; 2024Q4: not loaded; 2025Q1: 86,023 shares; 2025Q2: 18,905 shares; 2025Q3: 39,850 shares; 2025Q4: 93,065 shares; 2026Q1: 153,667 shares; 2026Q2: 147,870 shares 147,870 $7.39M 0.95% -5,797 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: 20,691 shares; 2024Q4: not loaded; 2025Q1: 20,386 shares; 2025Q2: 20,260 shares; 2025Q3: 20,844 shares; 2025Q4: 20,757 shares; 2026Q1: 20,795 shares; 2026Q2: 20,836 shares 20,836 $7.36M 0.94% +41 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: 23,792 shares; 2024Q4: not loaded; 2025Q1: 23,626 shares; 2025Q2: 23,739 shares; 2025Q3: 23,595 shares; 2025Q4: 23,473 shares; 2026Q1: 23,730 shares; 2026Q2: 23,011 shares 23,011 $6.66M 0.85% -719 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 84,591 shares; 2024Q4: not loaded; 2025Q1: 84,371 shares; 2025Q2: 82,176 shares; 2025Q3: 82,176 shares; 2025Q4: 66,755 shares; 2026Q1: 67,165 shares; 2026Q2: 67,165 shares 67,165 $6.16M 0.79% 0 Timeline VOE 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: 30,335 shares; 2024Q4: not loaded; 2025Q1: 29,895 shares; 2025Q2: 29,895 shares; 2025Q3: 29,895 shares; 2025Q4: 29,895 shares; 2026Q1: 29,233 shares; 2026Q2: 29,233 shares 29,233 $5.78M 0.74% 0 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: 30,453 shares; 2024Q4: not loaded; 2025Q1: 31,173 shares; 2025Q2: 31,021 shares; 2025Q3: 30,839 shares; 2025Q4: 30,382 shares; 2026Q1: 28,783 shares; 2026Q2: 28,430 shares 28,430 $5.69M 0.73% -353 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,944 shares; 2024Q4: not loaded; 2025Q1: 24,944 shares; 2025Q2: 24,944 shares; 2025Q3: 24,944 shares; 2025Q4: 24,944 shares; 2026Q1: 24,899 shares; 2026Q2: 24,874 shares 24,874 $5.65M 0.72% -25 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: 17,838 shares; 2024Q4: not loaded; 2025Q1: 17,776 shares; 2025Q2: 17,649 shares; 2025Q3: 17,679 shares; 2025Q4: 17,626 shares; 2026Q1: 17,417 shares; 2026Q2: 17,173 shares 17,173 $5.62M 0.72% -244 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: not reported; 2024Q4: not loaded; 2025Q1: 13,673 shares; 2025Q2: 14,477 shares; 2025Q3: 14,558 shares; 2025Q4: 14,393 shares; 2026Q1: 14,417 shares; 2026Q2: 14,212 shares 14,212 $5.37M 0.69% -205 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: 14,882 shares; 2024Q4: not loaded; 2025Q1: 14,456 shares; 2025Q2: 14,359 shares; 2025Q3: 14,321 shares; 2025Q4: 14,223 shares; 2026Q1: 14,096 shares; 2026Q2: 13,948 shares 13,948 $5.2M 0.67% -148 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,359 shares; 2024Q4: not loaded; 2025Q1: 16,710 shares; 2025Q2: 16,750 shares; 2025Q3: 16,367 shares; 2025Q4: 16,332 shares; 2026Q1: 15,758 shares; 2026Q2: 61,182 shares 61,182 $4.93M 0.63% +45,424 Timeline FLOT 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 loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 93,608 shares 93,608 $4.78M 0.61% new Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 59,402 shares; 2024Q4: not loaded; 2025Q1: 57,371 shares; 2025Q2: 56,702 shares; 2025Q3: 55,705 shares; 2025Q4: 55,705 shares; 2026Q1: 55,705 shares; 2026Q2: 55,705 shares 55,705 $4.67M 0.6% 0 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: not reported; 2024Q4: not loaded; 2025Q1: 18,513 shares; 2025Q2: 18,166 shares; 2025Q3: 18,180 shares; 2025Q4: 18,156 shares; 2026Q1: 18,686 shares; 2026Q2: 18,449 shares 18,449 $4.64M 0.6% -237 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: 73,027 shares; 2024Q4: not loaded; 2025Q1: 59,219 shares; 2025Q2: 58,519 shares; 2025Q3: 58,519 shares; 2025Q4: 57,904 shares; 2026Q1: 57,471 shares; 2026Q2: 63,993 shares 63,993 $4.56M 0.58% +6,522 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: 7 shares; 2024Q4: not loaded; 2025Q1: 7 shares; 2025Q2: 7 shares; 2025Q3: 7 shares; 2025Q4: 6 shares; 2026Q1: 6 shares; 2026Q2: 6 shares 6 $4.49M 0.58% 0 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: 21,164 shares; 2024Q4: not loaded; 2025Q1: 20,666 shares; 2025Q2: 16,036 shares; 2025Q3: 15,546 shares; 2025Q4: 15,339 shares; 2026Q1: 14,969 shares; 2026Q2: 14,077 shares 14,077 $4.27M 0.55% -892 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: 11,614 shares; 2024Q4: not loaded; 2025Q1: 11,614 shares; 2025Q2: 11,614 shares; 2025Q3: 11,614 shares; 2025Q4: 11,614 shares; 2026Q1: 11,614 shares; 2026Q2: 11,614 shares 11,614 $4.25M 0.54% 0 Timeline XVV 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 loaded; 2025Q1: 77,966 shares; 2025Q2: 70,866 shares; 2025Q3: 81,311 shares; 2025Q4: 79,265 shares; 2026Q1: 70,342 shares; 2026Q2: 72,621 shares 72,621 $4.12M 0.53% +2,279 Timeline OBIL RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 56,500 shares; 2024Q4: not loaded; 2025Q1: 59,093 shares; 2025Q2: 48,416 shares; 2025Q3: 69,540 shares; 2025Q4: 66,902 shares; 2026Q1: 70,638 shares; 2026Q2: 75,929 shares 75,929 $3.79M 0.49% +5,291 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: 7,699 shares; 2024Q4: not loaded; 2025Q1: 7,848 shares; 2025Q2: 7,606 shares; 2025Q3: 7,542 shares; 2025Q4: 7,532 shares; 2026Q1: 7,552 shares; 2026Q2: 7,215 shares 7,215 $3.61M 0.46% -337 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: 3,442 shares; 2024Q4: not loaded; 2025Q1: 3,409 shares; 2025Q2: 3,409 shares; 2025Q3: 3,410 shares; 2025Q4: 3,424 shares; 2026Q1: 3,423 shares; 2026Q2: 3,423 shares 3,423 $3.46M 0.44% 0 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 328,317 shares; 2024Q4: not loaded; 2025Q1: 54,836 shares; 2025Q2: 65,988 shares; 2025Q3: 48,873 shares; 2025Q4: 47,365 shares; 2026Q1: 42,657 shares; 2026Q2: 33,958 shares 33,958 $3.28M 0.42% -8,699 Timeline ZNOV INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 113,000 shares; 2026Q2: 113,000 shares 113,000 $3.1M 0.4% 0 Timeline ZDEK INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: 18,750 shares; 2025Q3: 18,750 shares; 2025Q4: not reported; 2026Q1: 116,000 shares; 2026Q2: 116,000 shares 116,000 $3.06M 0.39% 0 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 33,286 shares; 2024Q4: not loaded; 2025Q1: 31,700 shares; 2025Q2: 27,450 shares; 2025Q3: 27,450 shares; 2025Q4: 27,450 shares; 2026Q1: 26,350 shares; 2026Q2: 25,605 shares 25,605 $3.01M 0.39% -745 Timeline EAGG 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 loaded; 2025Q1: 19,947 shares; 2025Q2: 21,526 shares; 2025Q3: 30,646 shares; 2025Q4: 58,110 shares; 2026Q1: 63,991 shares; 2026Q2: 63,401 shares 63,401 $3.01M 0.39% -590 Timeline ZFEB INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: 18,750 shares; 2025Q3: 18,750 shares; 2025Q4: 18,750 shares; 2026Q1: 115,000 shares; 2026Q2: 115,000 shares 115,000 $2.99M 0.38% 0 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: 33,861 shares; 2024Q4: not loaded; 2025Q1: 32,792 shares; 2025Q2: 12,685 shares; 2025Q3: 12,685 shares; 2025Q4: 12,685 shares; 2026Q1: 12,154 shares; 2026Q2: 12,154 shares 12,154 $2.95M 0.38% 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: 13,220 shares; 2024Q4: not loaded; 2025Q1: 13,220 shares; 2025Q2: 13,220 shares; 2025Q3: 13,220 shares; 2025Q4: 13,220 shares; 2026Q1: 13,220 shares; 2026Q2: 13,220 shares 13,220 $2.88M 0.37% 0 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,330 shares; 2024Q4: not loaded; 2025Q1: 23,385 shares; 2025Q2: 21,795 shares; 2025Q3: 21,930 shares; 2025Q4: 21,912 shares; 2026Q1: 20,894 shares; 2026Q2: 20,889 shares 20,889 $2.86M 0.37% -5 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: 10,959 shares; 2024Q4: not loaded; 2025Q1: 11,385 shares; 2025Q2: 11,183 shares; 2025Q3: 11,284 shares; 2025Q4: 12,017 shares; 2026Q1: 11,850 shares; 2026Q2: 11,728 shares 11,728 $2.8M 0.36% -122 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: 13,004 shares; 2024Q4: not loaded; 2025Q1: 12,794 shares; 2025Q2: 12,366 shares; 2025Q3: 12,366 shares; 2025Q4: 12,266 shares; 2026Q1: 11,977 shares; 2026Q2: 11,977 shares 11,977 $2.64M 0.34% 0 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: 9,104 shares; 2024Q4: not loaded; 2025Q1: 8,545 shares; 2025Q2: 7,847 shares; 2025Q3: 7,870 shares; 2025Q4: 7,718 shares; 2026Q1: 7,632 shares; 2026Q2: 7,273 shares 7,273 $2.6M 0.33% -359 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: 4,345 shares; 2024Q4: not loaded; 2025Q1: 4,328 shares; 2025Q2: 4,287 shares; 2025Q3: 4,301 shares; 2025Q4: 4,168 shares; 2026Q1: 4,251 shares; 2026Q2: 4,187 shares 4,187 $2.36M 0.3% -64 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: 15,170 shares; 2024Q4: not loaded; 2025Q1: 15,170 shares; 2025Q2: 15,170 shares; 2025Q3: 14,995 shares; 2025Q4: 14,995 shares; 2026Q1: 14,995 shares; 2026Q2: 14,212 shares 14,212 $2.34M 0.3% -783 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: 18,873 shares; 2024Q4: not loaded; 2025Q1: 16,892 shares; 2025Q2: 15,772 shares; 2025Q3: 15,772 shares; 2025Q4: 15,772 shares; 2026Q1: 15,385 shares; 2026Q2: 15,385 shares 15,385 $2.28M 0.29% 0 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,900 shares; 2024Q4: not loaded; 2025Q1: 20,900 shares; 2025Q2: 20,900 shares; 2025Q3: 20,900 shares; 2025Q4: 20,900 shares; 2026Q1: 16,533 shares; 2026Q2: 16,183 shares 16,183 $2.21M 0.28% -350 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: 15,042 shares; 2024Q4: not loaded; 2025Q1: 14,461 shares; 2025Q2: 14,547 shares; 2025Q3: 14,898 shares; 2025Q4: 15,027 shares; 2026Q1: 14,918 shares; 2026Q2: 14,913 shares 14,913 $2.19M 0.28% -5 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: 7,858 shares; 2024Q4: not loaded; 2025Q1: 7,908 shares; 2025Q2: 7,277 shares; 2025Q3: 7,251 shares; 2025Q4: 7,951 shares; 2026Q1: 8,040 shares; 2026Q2: 8,036 shares 8,036 $2.04M 0.26% -4 Timeline SIVR ABRDN SILVER ETF TRUST More: the full row for ABRDN SILVER ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not loaded; 2025Q1: 34,000 shares; 2025Q2: 34,000 shares; 2025Q3: 34,000 shares; 2025Q4: 34,000 shares; 2026Q1: 34,000 shares; 2026Q2: 34,000 shares 34,000 $1.91M 0.25% 0 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,457 shares; 2024Q4: not loaded; 2025Q1: 18,671 shares; 2025Q2: 18,571 shares; 2025Q3: 18,249 shares; 2025Q4: 18,249 shares; 2026Q1: 18,250 shares; 2026Q2: 18,481 shares 18,481 $1.89M 0.24% +231 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: 5,445 shares; 2024Q4: not loaded; 2025Q1: 5,445 shares; 2025Q2: 5,445 shares; 2025Q3: 5,445 shares; 2025Q4: 5,445 shares; 2026Q1: 5,445 shares; 2026Q2: 5,445 shares 5,445 $1.84M 0.24% 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; 2024Q3: 10,107 shares; 2024Q4: not loaded; 2025Q1: 9,993 shares; 2025Q2: 10,587 shares; 2025Q3: 10,603 shares; 2025Q4: 10,034 shares; 2026Q1: 10,036 shares; 2026Q2: 10,762 shares 10,762 $1.78M 0.23% +726 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: 5,954 shares; 2024Q4: not loaded; 2025Q1: 6,095 shares; 2025Q2: 5,655 shares; 2025Q3: 5,497 shares; 2025Q4: 5,624 shares; 2026Q1: 5,765 shares; 2026Q2: 5,834 shares 5,834 $1.74M 0.22% +69 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: 10,963 shares; 2024Q4: not loaded; 2025Q1: 13,785 shares; 2025Q2: 18,535 shares; 2025Q3: 18,535 shares; 2025Q4: 17,650 shares; 2026Q1: 17,966 shares; 2026Q2: 17,650 shares 17,650 $1.7M 0.22% -316 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: 24,572 shares; 2024Q4: not loaded; 2025Q1: 18,594 shares; 2025Q2: 18,723 shares; 2025Q3: 17,503 shares; 2025Q4: 16,892 shares; 2026Q1: 16,892 shares; 2026Q2: 16,307 shares 16,307 $1.69M 0.22% -585 Timeline TLTW 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 loaded; 2025Q1: not reported; 2025Q2: 5,031 shares; 2025Q3: 37,263 shares; 2025Q4: 37,803 shares; 2026Q1: 60,032 shares; 2026Q2: 75,497 shares 75,497 $1.69M 0.22% +15,465 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: 636 shares; 2024Q4: not loaded; 2025Q1: 644 shares; 2025Q2: 1,314 shares; 2025Q3: 1,316 shares; 2025Q4: 1,586 shares; 2026Q1: 1,580 shares; 2026Q2: 1,579 shares 1,579 $1.68M 0.22% -1 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: 2,712 shares; 2024Q4: not loaded; 2025Q1: 1,093 shares; 2025Q2: 1,139 shares; 2025Q3: 1,088 shares; 2025Q4: 1,366 shares; 2026Q1: 1,351 shares; 2026Q2: 1,388 shares 1,388 $1.66M 0.21% +37 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: 16,033 shares; 2024Q4: not loaded; 2025Q1: 14,013 shares; 2025Q2: 12,974 shares; 2025Q3: 12,974 shares; 2025Q4: 13,096 shares; 2026Q1: 13,380 shares; 2026Q2: 12,893 shares 12,893 $1.66M 0.21% -487 Timeline VUSB 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 loaded; 2025Q1: 789,644 shares; 2025Q2: 1,253,578 shares; 2025Q3: 518,045 shares; 2025Q4: 71,843 shares; 2026Q1: 28,365 shares; 2026Q2: 33,024 shares 33,024 $1.64M 0.21% +4,659 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: 4,098 shares; 2024Q4: not loaded; 2025Q1: 4,095 shares; 2025Q2: 4,137 shares; 2025Q3: 4,063 shares; 2025Q4: 4,493 shares; 2026Q1: 4,355 shares; 2026Q2: 5,754 shares 5,754 $1.62M 0.21% +1,399 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: 5,092 shares; 2024Q4: not loaded; 2025Q1: 5,092 shares; 2025Q2: 5,092 shares; 2025Q3: 5,092 shares; 2025Q4: 5,092 shares; 2026Q1: 5,092 shares; 2026Q2: 5,092 shares 5,092 $1.6M 0.21% 0 Timeline BUCK SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: 4,380 shares; 2025Q3: 32,420 shares; 2025Q4: 34,294 shares; 2026Q1: 58,278 shares; 2026Q2: 67,324 shares 67,324 $1.58M 0.2% +9,046 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: 5,953 shares; 2024Q4: not loaded; 2025Q1: 5,730 shares; 2025Q2: 5,498 shares; 2025Q3: 5,455 shares; 2025Q4: 5,539 shares; 2026Q1: 5,945 shares; 2026Q2: 5,830 shares 5,830 $1.58M 0.2% -115 Timeline IQLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not loaded; 2025Q1: 7,824 shares; 2025Q2: 32,827 shares; 2025Q3: 32,876 shares; 2025Q4: 31,922 shares; 2026Q1: 31,978 shares; 2026Q2: 31,563 shares 31,563 $1.56M 0.2% -415 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: 46,357 shares; 2024Q4: not loaded; 2025Q1: 11,200 shares; 2025Q2: 11,200 shares; 2025Q3: 11,200 shares; 2025Q4: 11,200 shares; 2026Q1: 11,205 shares; 2026Q2: 11,200 shares 11,200 $1.56M 0.2% -5 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: 12,715 shares; 2024Q4: not loaded; 2025Q1: 12,506 shares; 2025Q2: 11,888 shares; 2025Q3: 11,805 shares; 2025Q4: 11,506 shares; 2026Q1: 11,150 shares; 2026Q2: 11,023 shares 11,023 $1.49M 0.19% -127 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: not reported; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: 14,000 shares; 2025Q3: 28,000 shares; 2025Q4: 28,000 shares; 2026Q1: 38,000 shares; 2026Q2: 38,000 shares 38,000 $1.45M 0.19% 0 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,641 shares; 2024Q4: not loaded; 2025Q1: 15,448 shares; 2025Q2: 15,533 shares; 2025Q3: 15,533 shares; 2025Q4: 15,533 shares; 2026Q1: 15,511 shares; 2026Q2: 15,509 shares 15,509 $1.41M 0.18% -2 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: not reported; 2024Q4: not loaded; 2025Q1: 2,910 shares; 2025Q2: 2,867 shares; 2025Q3: 3,063 shares; 2025Q4: 3,426 shares; 2026Q1: 3,455 shares; 2026Q2: 3,302 shares 3,302 $1.39M 0.18% -153 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: 6,802 shares; 2024Q4: not loaded; 2025Q1: 5,993 shares; 2025Q2: 5,993 shares; 2025Q3: 5,984 shares; 2025Q4: 5,973 shares; 2026Q1: 5,938 shares; 2026Q2: 5,938 shares 5,938 $1.33M 0.17% 0 Timeline ISPY PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: 2,804 shares; 2025Q3: 19,576 shares; 2025Q4: 20,334 shares; 2026Q1: 19,721 shares; 2026Q2: 25,897 shares 25,897 $1.25M 0.16% +6,176 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: 1,977 shares; 2024Q4: not loaded; 2025Q1: 2,976 shares; 2025Q2: 2,600 shares; 2025Q3: 2,542 shares; 2025Q4: 3,042 shares; 2026Q1: 3,202 shares; 2026Q2: 3,277 shares 3,277 $1.22M 0.16% +75 Timeline DIVO AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: 2,757 shares; 2025Q3: 19,657 shares; 2025Q4: 20,222 shares; 2026Q1: 21,968 shares; 2026Q2: 26,606 shares 26,606 $1.22M 0.16% +4,638 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: 9,272 shares; 2024Q4: not loaded; 2025Q1: 8,672 shares; 2025Q2: 8,672 shares; 2025Q3: 8,310 shares; 2025Q4: 8,310 shares; 2026Q1: 7,910 shares; 2026Q2: 7,910 shares 7,910 $1.17M 0.15% 0 Timeline WTPI WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 165,323 shares; 2026Q2: 35,376 shares 35,376 $1.16M 0.15% -129,947 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: 7,640 shares; 2024Q4: not loaded; 2025Q1: 7,640 shares; 2025Q2: 7,640 shares; 2025Q3: 7,640 shares; 2025Q4: 7,640 shares; 2026Q1: 7,640 shares; 2026Q2: 7,634 shares 7,634 $1.12M 0.14% -6 Timeline MLPA 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 loaded; 2025Q1: not reported; 2025Q2: 1,815 shares; 2025Q3: 13,800 shares; 2025Q4: 15,572 shares; 2026Q1: 15,971 shares; 2026Q2: 20,220 shares 20,220 $1.07M 0.14% +4,249 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,478 shares; 2024Q4: not loaded; 2025Q1: 3,300 shares; 2025Q2: 3,258 shares; 2025Q3: 3,258 shares; 2025Q4: 3,258 shares; 2026Q1: 3,258 shares; 2026Q2: 3,258 shares 3,258 $1.03M 0.13% 0 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: 802 shares; 2024Q4: not loaded; 2025Q1: 911 shares; 2025Q2: 952 shares; 2025Q3: 1,008 shares; 2025Q4: 1,132 shares; 2026Q1: 1,095 shares; 2026Q2: 1,095 shares 1,095 $1.02M 0.13% 0 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: 2,440 shares; 2024Q4: not loaded; 2025Q1: 2,119 shares; 2025Q2: 2,645 shares; 2025Q3: 2,694 shares; 2025Q4: 2,729 shares; 2026Q1: 3,009 shares; 2026Q2: 2,896 shares 2,896 $1.02M 0.13% -113 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,425 shares; 2024Q4: not loaded; 2025Q1: 10,425 shares; 2025Q2: 10,425 shares; 2025Q3: 10,425 shares; 2025Q4: 10,425 shares; 2026Q1: 10,425 shares; 2026Q2: 10,425 shares 10,425 $1.01M 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; 2024Q3: 1,404 shares; 2024Q4: not loaded; 2025Q1: 900 shares; 2025Q2: 900 shares; 2025Q3: 1,252 shares; 2025Q4: 1,447 shares; 2026Q1: 2,034 shares; 2026Q2: 1,732 shares 1,732 $1.01M 0.13% -302 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: 3,605 shares; 2024Q4: not loaded; 2025Q1: 3,605 shares; 2025Q2: 3,505 shares; 2025Q3: 3,505 shares; 2025Q4: 3,505 shares; 2026Q1: 3,505 shares; 2026Q2: 3,390 shares 3,390 $994K 0.13% -115 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,230 shares; 2024Q4: not loaded; 2025Q1: 6,759 shares; 2025Q2: 6,952 shares; 2025Q3: 4,847 shares; 2025Q4: 4,604 shares; 2026Q1: 4,510 shares; 2026Q2: 3,219 shares 3,219 $986K 0.13% -1,291 Timeline VRP 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 loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 33,265 shares; 2026Q2: 40,056 shares 40,056 $974K 0.12% +6,791 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: 3,855 shares; 2024Q4: not loaded; 2025Q1: 4,188 shares; 2025Q2: 4,118 shares; 2025Q3: 4,118 shares; 2025Q4: 4,118 shares; 2026Q1: 4,332 shares; 2026Q2: 4,192 shares 4,192 $939K 0.12% -140 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: 1,960 shares; 2024Q4: not loaded; 2025Q1: 1,775 shares; 2025Q2: 1,799 shares; 2025Q3: 1,817 shares; 2025Q4: 1,736 shares; 2026Q1: 1,796 shares; 2026Q2: 1,795 shares 1,795 $922K 0.12% -1 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,418 shares; 2024Q4: not loaded; 2025Q1: 1,307 shares; 2025Q2: 940 shares; 2025Q3: 930 shares; 2025Q4: 925 shares; 2026Q1: 1,223 shares; 2026Q2: 1,223 shares 1,223 $913K 0.12% 0 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: 310 shares; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: 325 shares; 2025Q3: 325 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,434 shares 2,434 $901K 0.12% new Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,692 shares; 2024Q4: not loaded; 2025Q1: 2,576 shares; 2025Q2: 3,354 shares; 2025Q3: 3,354 shares; 2025Q4: 3,306 shares; 2026Q1: 3,306 shares; 2026Q2: 3,306 shares 3,306 $899K 0.12% 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: 1,924 shares; 2024Q4: not loaded; 2025Q1: 1,755 shares; 2025Q2: 1,836 shares; 2025Q3: 1,836 shares; 2025Q4: 1,755 shares; 2026Q1: 1,755 shares; 2026Q2: 7,020 shares 7,020 $872K 0.11% +5,265 Timeline USG USCF ETF TR More: the full row for USCF ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: 2,315 shares; 2025Q3: 17,094 shares; 2025Q4: 16,160 shares; 2026Q1: 18,854 shares; 2026Q2: 27,249 shares 27,249 $869K 0.11% +8,395 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: 6,209 shares; 2024Q4: not loaded; 2025Q1: 7,002 shares; 2025Q2: 5,673 shares; 2025Q3: 5,676 shares; 2025Q4: 5,985 shares; 2026Q1: 5,676 shares; 2026Q2: 5,445 shares 5,445 $798K 0.1% -231 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: not reported; 2024Q4: not loaded; 2025Q1: 485 shares; 2025Q2: 485 shares; 2025Q3: 485 shares; 2025Q4: 485 shares; 2026Q1: 679 shares; 2026Q2: 679 shares 679 $798K 0.1% 0 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: 32,064 shares; 2024Q4: not loaded; 2025Q1: 34,460 shares; 2025Q2: 34,460 shares; 2025Q3: 33,946 shares; 2025Q4: 33,299 shares; 2026Q1: 32,090 shares; 2026Q2: 32,082 shares 32,082 $773K 0.1% -8 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: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,000 shares; 2025Q4: 3,000 shares; 2026Q1: 3,000 shares; 2026Q2: 3,000 shares 3,000 $766K 0.1% 0 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: 6,100 shares; 2024Q4: not loaded; 2025Q1: 6,100 shares; 2025Q2: 6,100 shares; 2025Q3: 6,100 shares; 2025Q4: 6,100 shares; 2026Q1: 6,101 shares; 2026Q2: 6,100 shares 6,100 $715K 0.09% -1 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: 3,660 shares; 2024Q4: not loaded; 2025Q1: 3,660 shares; 2025Q2: 3,660 shares; 2025Q3: 3,660 shares; 2025Q4: 3,660 shares; 2026Q1: 3,661 shares; 2026Q2: 3,660 shares 3,660 $694K 0.09% -1 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: 4,079 shares; 2024Q4: not loaded; 2025Q1: 3,359 shares; 2025Q2: 3,359 shares; 2025Q3: 3,637 shares; 2025Q4: 3,640 shares; 2026Q1: 3,743 shares; 2026Q2: 3,742 shares 3,742 $677K 0.09% -1 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: 2,745 shares; 2024Q4: not loaded; 2025Q1: 2,773 shares; 2025Q2: 2,823 shares; 2025Q3: 2,823 shares; 2025Q4: 2,745 shares; 2026Q1: 2,745 shares; 2026Q2: 2,745 shares 2,745 $665K 0.09% 0 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: 10,431 shares; 2024Q4: not loaded; 2025Q1: 11,179 shares; 2025Q2: 10,679 shares; 2025Q3: 10,017 shares; 2025Q4: 7,969 shares; 2026Q1: 7,974 shares; 2026Q2: 7,969 shares 7,969 $648K 0.08% -5 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: 10,695 shares; 2024Q4: not loaded; 2025Q1: 10,695 shares; 2025Q2: 10,330 shares; 2025Q3: 10,354 shares; 2025Q4: 10,440 shares; 2026Q1: 10,338 shares; 2026Q2: 10,330 shares 10,330 $589K 0.08% -8 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: 11,792 shares; 2024Q4: not loaded; 2025Q1: 11,110 shares; 2025Q2: 10,638 shares; 2025Q3: 10,079 shares; 2025Q4: 9,982 shares; 2026Q1: 9,896 shares; 2026Q2: 9,893 shares 9,893 $570K 0.07% -3 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: 4,227 shares; 2024Q4: not loaded; 2025Q1: 4,000 shares; 2025Q2: 2,750 shares; 2025Q3: 2,750 shares; 2025Q4: 2,750 shares; 2026Q1: 3,641 shares; 2026Q2: 3,641 shares 3,641 $569K 0.07% 0 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 557 shares; 2024Q4: not loaded; 2025Q1: 557 shares; 2025Q2: 557 shares; 2025Q3: 557 shares; 2025Q4: 2,443 shares; 2026Q1: 2,390 shares; 2026Q2: 2,343 shares 2,343 $554K 0.07% -47 Timeline LQDH 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; 2024Q3: not reported; 2024Q4: not loaded; 2025Q1: 251,380 shares; 2025Q2: 18,055 shares; 2025Q3: 14,722 shares; 2025Q4: 11,465 shares; 2026Q1: 5,460 shares; 2026Q2: 5,593 shares 5,593 $521K 0.07% +133 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,623 shares; 2024Q4: not loaded; 2025Q1: 1,623 shares; 2025Q2: 1,310 shares; 2025Q3: 1,310 shares; 2025Q4: 1,310 shares; 2026Q1: 1,310 shares; 2026Q2: 1,310 shares 1,310 $516K 0.07% 0 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: 1,381 shares; 2024Q4: not loaded; 2025Q1: 1,292 shares; 2025Q2: 1,067 shares; 2025Q3: 1,063 shares; 2025Q4: 1,056 shares; 2026Q1: 1,047 shares; 2026Q2: 987 shares 987 $503K 0.06% -60 Timeline EMBX VANECK FDS More: the full row for VANECK FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 9,773 shares 9,773 $501K 0.06% new Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 715 shares; 2024Q4: not loaded; 2025Q1: 1,320 shares; 2025Q2: 1,320 shares; 2025Q3: 1,428 shares; 2025Q4: 1,428 shares; 2026Q1: 1,428 shares; 2026Q2: 1,428 shares 1,428 $487K 0.06% 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: 2,128 shares; 2024Q4: not loaded; 2025Q1: 2,128 shares; 2025Q2: 2,128 shares; 2025Q3: 2,128 shares; 2025Q4: 2,128 shares; 2026Q1: 2,128 shares; 2026Q2: 2,128 shares 2,128 $477K 0.06% 0 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: not reported; 2024Q4: not loaded; 2025Q1: 143 shares; 2025Q2: 143 shares; 2025Q3: 143 shares; 2025Q4: 143 shares; 2026Q1: 143 shares; 2026Q2: 143 shares 143 $457K 0.06% 0 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,479 shares; 2024Q4: not loaded; 2025Q1: 1,396 shares; 2025Q2: 1,396 shares; 2025Q3: 1,391 shares; 2025Q4: 1,390 shares; 2026Q1: 1,380 shares; 2026Q2: 1,380 shares 1,380 $456K 0.06% 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: 3,755 shares; 2024Q4: not loaded; 2025Q1: 3,755 shares; 2025Q2: 3,340 shares; 2025Q3: 3,340 shares; 2025Q4: 3,205 shares; 2026Q1: 3,387 shares; 2026Q2: 3,137 shares 3,137 $449K 0.06% -250 Timeline MGC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: 2,196 shares; 2025Q3: 1,541 shares; 2025Q4: 1,541 shares; 2026Q1: 1,541 shares; 2026Q2: 1,541 shares 1,541 $422K 0.05% 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; 2024Q3: 1,115 shares; 2024Q4: not loaded; 2025Q1: 1,033 shares; 2025Q2: 933 shares; 2025Q3: 941 shares; 2025Q4: 896 shares; 2026Q1: 1,251 shares; 2026Q2: 1,156 shares 1,156 $419K 0.05% -95 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,409 shares; 2024Q4: not loaded; 2025Q1: 1,871 shares; 2025Q2: 2,011 shares; 2025Q3: 2,029 shares; 2025Q4: 2,030 shares; 2026Q1: 1,279 shares; 2026Q2: 1,206 shares 1,206 $414K 0.05% -73 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 250 shares; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,039 shares; 2026Q1: 5,448 shares; 2026Q2: 5,258 shares 5,258 $402K 0.05% -190 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: 421 shares; 2024Q4: not loaded; 2025Q1: 705 shares; 2025Q2: 820 shares; 2025Q3: 820 shares; 2025Q4: 820 shares; 2026Q1: 860 shares; 2026Q2: 822 shares 822 $393K 0.05% -38 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,100 shares; 2024Q4: not loaded; 2025Q1: 4,100 shares; 2025Q2: 4,741 shares; 2025Q3: 4,741 shares; 2025Q4: 4,534 shares; 2026Q1: 4,534 shares; 2026Q2: 2,484 shares 2,484 $393K 0.05% -2,050 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: 285 shares; 2024Q4: not loaded; 2025Q1: 285 shares; 2025Q2: 285 shares; 2025Q3: 285 shares; 2025Q4: 285 shares; 2026Q1: 285 shares; 2026Q2: 285 shares 285 $388K 0.05% 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: 1,771 shares; 2024Q4: not loaded; 2025Q1: 2,354 shares; 2025Q2: 2,348 shares; 2025Q3: 2,276 shares; 2025Q4: 2,021 shares; 2026Q1: 3,390 shares; 2026Q2: 3,340 shares 3,340 $378K 0.05% -50 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: not loaded; 2025Q1: 1,994 shares; 2025Q2: 1,994 shares; 2025Q3: 1,994 shares; 2025Q4: 1,544 shares; 2026Q1: 1,358 shares; 2026Q2: 1,358 shares 1,358 $374K 0.05% 0 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: 11,430 shares; 2024Q4: not loaded; 2025Q1: 11,031 shares; 2025Q2: 11,031 shares; 2025Q3: 11,058 shares; 2025Q4: 11,193 shares; 2026Q1: 11,130 shares; 2026Q2: 10,677 shares 10,677 $372K 0.05% -453 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 390 shares; 2024Q4: not loaded; 2025Q1: 390 shares; 2025Q2: 350 shares; 2025Q3: 397 shares; 2025Q4: 397 shares; 2026Q1: 378 shares; 2026Q2: 378 shares 378 $370K 0.05% 0 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: 500 shares; 2024Q4: not loaded; 2025Q1: 500 shares; 2025Q2: 500 shares; 2025Q3: 500 shares; 2025Q4: 500 shares; 2026Q1: 500 shares; 2026Q2: 500 shares 500 $357K 0.05% 0 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,309 shares; 2024Q4: not loaded; 2025Q1: 3,031 shares; 2025Q2: 2,852 shares; 2025Q3: 2,852 shares; 2025Q4: 2,822 shares; 2026Q1: 2,789 shares; 2026Q2: 2,788 shares 2,788 $353K 0.05% -1 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: 800 shares; 2024Q4: not loaded; 2025Q1: 800 shares; 2025Q2: 800 shares; 2025Q3: 800 shares; 2025Q4: 800 shares; 2026Q1: 800 shares; 2026Q2: 800 shares 800 $341K 0.04% 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: 913 shares; 2024Q4: not loaded; 2025Q1: 741 shares; 2025Q2: 741 shares; 2025Q3: 796 shares; 2025Q4: 796 shares; 2026Q1: 796 shares; 2026Q2: 796 shares 796 $339K 0.04% 0 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: 5,980 shares; 2024Q4: not loaded; 2025Q1: 5,356 shares; 2025Q2: 4,556 shares; 2025Q3: 4,496 shares; 2025Q4: 4,467 shares; 2026Q1: 4,897 shares; 2026Q2: 4,445 shares 4,445 $320K 0.04% -452 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: 329 shares; 2024Q4: not loaded; 2025Q1: 197 shares; 2025Q2: 197 shares; 2025Q3: 198 shares; 2025Q4: not reported; 2026Q1: 1,287 shares; 2026Q2: 1,287 shares 1,287 $307K 0.04% 0 Timeline AGRH 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; 2024Q3: not reported; 2024Q4: not loaded; 2025Q1: 1,663,430 shares; 2025Q2: 24,045 shares; 2025Q3: 10,545 shares; 2025Q4: 10,545 shares; 2026Q1: 10,545 shares; 2026Q2: 11,198 shares 11,198 $295K 0.04% +653 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,611 shares; 2024Q4: not loaded; 2025Q1: 2,611 shares; 2025Q2: 2,611 shares; 2025Q3: 2,611 shares; 2025Q4: 2,211 shares; 2026Q1: 2,685 shares; 2026Q2: 2,684 shares 2,684 $279K 0.04% -1 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,302 shares; 2026Q2: 4,300 shares 4,300 $270K 0.03% -2 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: not loaded; 2025Q1: 266 shares; 2025Q2: 263 shares; 2025Q3: 281 shares; 2025Q4: 281 shares; 2026Q1: 278 shares; 2026Q2: 278 shares 278 $267K 0.03% 0 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,965 shares; 2024Q4: not loaded; 2025Q1: 9,313 shares; 2025Q2: 6,898 shares; 2025Q3: 7,244 shares; 2025Q4: 6,415 shares; 2026Q1: 6,417 shares; 2026Q2: 6,415 shares 6,415 $263K 0.03% -2 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,461 shares; 2024Q4: not loaded; 2025Q1: 3,461 shares; 2025Q2: 3,461 shares; 2025Q3: 3,461 shares; 2025Q4: 3,461 shares; 2026Q1: 3,461 shares; 2026Q2: 3,461 shares 3,461 $261K 0.03% 0 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 750 shares; 2024Q4: not loaded; 2025Q1: 750 shares; 2025Q2: 750 shares; 2025Q3: 781 shares; 2025Q4: 750 shares; 2026Q1: 750 shares; 2026Q2: 750 shares 750 $258K 0.03% 0 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: 2,238 shares; 2024Q4: not loaded; 2025Q1: 1,867 shares; 2025Q2: 1,867 shares; 2025Q3: 2,320 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,182 shares 2,182 $256K 0.03% 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; 2024Q3: 2,315 shares; 2024Q4: not loaded; 2025Q1: 1,636 shares; 2025Q2: 1,940 shares; 2025Q3: 1,389 shares; 2025Q4: 1,389 shares; 2026Q1: 1,621 shares; 2026Q2: 1,620 shares 1,620 $245K 0.03% -1 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: 501 shares; 2024Q4: not loaded; 2025Q1: 478 shares; 2025Q2: 649 shares; 2025Q3: 618 shares; 2025Q4: 5,644 shares; 2026Q1: 3,430 shares; 2026Q2: 3,425 shares 3,425 $245K 0.03% -5 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: 725 shares; 2024Q4: not loaded; 2025Q1: 725 shares; 2025Q2: 725 shares; 2025Q3: 725 shares; 2025Q4: 725 shares; 2026Q1: 725 shares; 2026Q2: 725 shares 725 $240K 0.03% 0 Timeline WY WEYERHAEUSER CO More: the full row for WEYERHAEUSER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,000 shares; 2026Q2: 10,000 shares 10,000 $239K 0.03% 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: 178 shares; 2024Q4: not loaded; 2025Q1: 586 shares; 2025Q2: 520 shares; 2025Q3: 515 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 461 shares 461 $239K 0.03% new Timeline CLX CLOROX CO DEL More: the full row for CLOROX CO DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,245 shares; 2024Q4: not loaded; 2025Q1: 3,245 shares; 2025Q2: 2,785 shares; 2025Q3: 2,785 shares; 2025Q4: 2,670 shares; 2026Q1: 2,670 shares; 2026Q2: 2,500 shares 2,500 $239K 0.03% -170 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: 2,260 shares; 2024Q4: not loaded; 2025Q1: 2,460 shares; 2025Q2: 2,460 shares; 2025Q3: 2,460 shares; 2025Q4: 2,460 shares; 2026Q1: 2,462 shares; 2026Q2: 2,460 shares 2,460 $235K 0.03% -2 Timeline IWL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,500 shares; 2024Q4: not loaded; 2025Q1: 2,500 shares; 2025Q2: 2,500 shares; 2025Q3: 2,500 shares; 2025Q4: 2,500 shares; 2026Q1: 2,500 shares; 2026Q2: 1,250 shares 1,250 $231K 0.03% -1,250 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: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,958 shares 1,958 $228K 0.03% new 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: 527 shares; 2024Q4: not loaded; 2025Q1: 527 shares; 2025Q2: 527 shares; 2025Q3: 527 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 527 shares 527 $227K 0.03% new Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,115 shares; 2024Q4: not loaded; 2025Q1: 563 shares; 2025Q2: 563 shares; 2025Q3: 563 shares; 2025Q4: not reported; 2026Q1: 634 shares; 2026Q2: 634 shares 634 $225K 0.03% 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: 1,622 shares; 2024Q4: not loaded; 2025Q1: 1,622 shares; 2025Q2: 1,422 shares; 2025Q3: 1,250 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,250 shares 1,250 $223K 0.03% new 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: 1,260 shares; 2024Q4: not loaded; 2025Q1: 1,260 shares; 2025Q2: 1,050 shares; 2025Q3: 1,050 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,050 shares 1,050 $219K 0.03% new Timeline TKR TIMKEN CO More: the full row for TIMKEN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,500 shares; 2024Q4: not loaded; 2025Q1: 1,500 shares; 2025Q2: 1,500 shares; 2025Q3: 1,500 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,500 shares 1,500 $218K 0.03% new 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: 420 shares; 2024Q4: not loaded; 2025Q1: 410 shares; 2025Q2: 455 shares; 2025Q3: 455 shares; 2025Q4: not reported; 2026Q1: 410 shares; 2026Q2: 342 shares 342 $217K 0.03% -68 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: 10,649 shares; 2024Q4: not loaded; 2025Q1: 3,835 shares; 2025Q2: 3,285 shares; 2025Q3: 3,285 shares; 2025Q4: 3,285 shares; 2026Q1: 3,285 shares; 2026Q2: 1,917 shares 1,917 $211K 0.03% -1,368 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: 2,212 shares; 2024Q4: not loaded; 2025Q1: 6,636 shares; 2025Q2: 6,636 shares; 2025Q3: 6,636 shares; 2025Q4: not reported; 2026Q1: 6,636 shares; 2026Q2: 6,636 shares 6,636 $210K 0.03% 0 Timeline EXE EXPAND ENERGY CORPORATION More: the full row for EXPAND ENERGY CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,300 shares 2,300 $210K 0.03% new 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: 725 shares; 2024Q4: not loaded; 2025Q1: 972 shares; 2025Q2: 972 shares; 2025Q3: 973 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,131 shares 1,131 $209K 0.03% new Timeline BMI BADGER METER INC More: the full row for BADGER METER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,815 shares; 2024Q4: not loaded; 2025Q1: 1,815 shares; 2025Q2: 1,815 shares; 2025Q3: 1,708 shares; 2025Q4: 1,623 shares; 2026Q1: 1,623 shares; 2026Q2: 1,393 shares 1,393 $207K 0.03% -230 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: 2,963 shares; 2024Q4: not loaded; 2025Q1: 2,963 shares; 2025Q2: 2,463 shares; 2025Q3: 2,463 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,463 shares 2,463 $206K 0.03% new 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: 400 shares; 2024Q4: not loaded; 2025Q1: 1,870 shares; 2025Q2: 1,870 shares; 2025Q3: 1,870 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,870 shares 1,870 $205K 0.03% new Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 744 shares; 2024Q4: not loaded; 2025Q1: 744 shares; 2025Q2: 3,187 shares; 2025Q3: 2,535 shares; 2025Q4: not reported; 2026Q1: 2,535 shares; 2026Q2: 2,535 shares 2,535 $204K 0.03% 0 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not loaded; 2025Q1: 844 shares; 2025Q2: 844 shares; 2025Q3: 730 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 730 shares 730 $203K 0.03% new Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,560 shares; 2024Q4: not loaded; 2025Q1: 1,600 shares; 2025Q2: 1,600 shares; 2025Q3: 1,600 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,600 shares 1,600 $199K 0.03% new 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: 858 shares; 2024Q4: not loaded; 2025Q1: 814 shares; 2025Q2: 814 shares; 2025Q3: 814 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 814 shares 814 $194K 0.02% new 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: not loaded; 2025Q1: 3,244 shares; 2025Q2: 2,400 shares; 2025Q3: 2,400 shares; 2025Q4: not reported; 2026Q1: 2,400 shares; 2026Q2: 2,400 shares 2,400 $186K 0.02% 0 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 177 shares; 2024Q4: not loaded; 2025Q1: 177 shares; 2025Q2: 177 shares; 2025Q3: 177 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 177 shares 177 $185K 0.02% new 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: 209 shares; 2024Q4: not loaded; 2025Q1: 245 shares; 2025Q2: 239 shares; 2025Q3: 240 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 231 shares 231 $176K 0.02% 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; 2024Q3: 879 shares; 2024Q4: not loaded; 2025Q1: 986 shares; 2025Q2: 851 shares; 2025Q3: 624 shares; 2025Q4: not reported; 2026Q1: 1,116 shares; 2026Q2: 1,115 shares 1,115 $175K 0.02% -1 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: 300 shares; 2024Q4: not loaded; 2025Q1: 353 shares; 2025Q2: 383 shares; 2025Q3: 378 shares; 2025Q4: not reported; 2026Q1: 335 shares; 2026Q2: 335 shares 335 $171K 0.02% 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: not reported; 2024Q4: not loaded; 2025Q1: 1,211 shares; 2025Q2: 1,211 shares; 2025Q3: 1,211 shares; 2025Q4: not reported; 2026Q1: 1,360 shares; 2026Q2: 1,360 shares 1,360 $167K 0.02% 0 Timeline CBRE CBRE GROUP INC More: the full row for CBRE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not loaded; 2025Q1: 1,313 shares; 2025Q2: 1,264 shares; 2025Q3: 1,264 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,238 shares 1,238 $167K 0.02% new 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: 12,217 shares; 2024Q4: not loaded; 2025Q1: 10,722 shares; 2025Q2: 10,045 shares; 2025Q3: 9,112 shares; 2025Q4: 9,112 shares; 2026Q1: 8,967 shares; 2026Q2: 8,040 shares 8,040 $166K 0.02% -927 Timeline ZSEP INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not loaded; 2025Q1: 4,500 shares; 2025Q2: 4,500 shares; 2025Q3: 5,700 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,700 shares 5,700 $157K 0.02% new 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: 167 shares; 2024Q4: not loaded; 2025Q1: 131 shares; 2025Q2: 162 shares; 2025Q3: 162 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 392 shares 392 $156K 0.02% new 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: 391 shares; 2024Q4: not loaded; 2025Q1: 590 shares; 2025Q2: 717 shares; 2025Q3: 717 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 702 shares 702 $152K 0.02% new 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: 1,496 shares; 2024Q4: not loaded; 2025Q1: 1,120 shares; 2025Q2: 920 shares; 2025Q3: 920 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 920 shares 920 $149K 0.02% new 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: 1,907 shares; 2024Q4: not loaded; 2025Q1: 1,937 shares; 2025Q2: 2,160 shares; 2025Q3: 2,238 shares; 2025Q4: 2,039 shares; 2026Q1: not reported; 2026Q2: 1,515 shares 1,515 $146K 0.02% new 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: 5,118 shares; 2024Q4: not loaded; 2025Q1: 5,118 shares; 2025Q2: 3,996 shares; 2025Q3: 3,000 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,000 shares 3,000 $144K 0.02% new 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: 598 shares; 2024Q4: not loaded; 2025Q1: 345 shares; 2025Q2: 71 shares; 2025Q3: 71 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 340 shares 340 $141K 0.02% new Timeline PFLD ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: 5,185 shares; 2025Q3: 39,146 shares; 2025Q4: 41,599 shares; 2026Q1: not reported; 2026Q2: 7,159 shares 7,159 $140K 0.02% new Timeline AWK AMERICAN WTR WKS CO INC NEW More: the full row for AMERICAN WTR WKS CO INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not loaded; 2025Q1: 1,300 shares; 2025Q2: 1,300 shares; 2025Q3: 1,300 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,050 shares 1,050 $138K 0.02% new Timeline JEPI 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: 73 shares; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: 103,803 shares; 2025Q3: 109,195 shares; 2025Q4: 102,110 shares; 2026Q1: not reported; 2026Q2: 2,422 shares 2,422 $137K 0.02% new Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,275 shares; 2024Q4: not loaded; 2025Q1: 5,045 shares; 2025Q2: 4,645 shares; 2025Q3: 4,123 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,164 shares 3,164 $134K 0.02% new Timeline AMANA GROWTH FUND AMANA GROWTH FUND More: the full row for AMANA GROWTH FUND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,220 shares 1,220 $132K 0.02% new 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: not reported; 2024Q4: not loaded; 2025Q1: 164 shares; 2025Q2: 340 shares; 2025Q3: 340 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 522 shares 522 $130K 0.02% new 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: 930 shares; 2024Q4: not loaded; 2025Q1: 970 shares; 2025Q2: 970 shares; 2025Q3: 970 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 970 shares 970 $127K 0.02% new Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 93 shares; 2024Q4: not loaded; 2025Q1: 52 shares; 2025Q2: 52 shares; 2025Q3: 55 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 418 shares 418 $126K 0.02% new 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: not loaded; 2025Q1: 472 shares; 2025Q2: 453 shares; 2025Q3: 471 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 431 shares 431 $122K 0.02% new 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: 183 shares; 2024Q4: not loaded; 2025Q1: 93 shares; 2025Q2: 22 shares; 2025Q3: 40 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 242 shares 242 $121K 0.02% new 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: 395 shares; 2024Q4: not loaded; 2025Q1: 395 shares; 2025Q2: 285 shares; 2025Q3: 285 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 455 shares 455 $118K 0.02% new Timeline BIIB BIOGEN INC More: the full row for BIOGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,003 shares; 2024Q4: not loaded; 2025Q1: 895 shares; 2025Q2: 545 shares; 2025Q3: 545 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 545 shares 545 $118K 0.02% new 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: 10,052 shares; 2024Q4: not loaded; 2025Q1: 11,498 shares; 2025Q2: 1,326 shares; 2025Q3: 1,326 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,326 shares 1,326 $116K 0.01% new Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,076 shares; 2024Q4: not loaded; 2025Q1: 1,452 shares; 2025Q2: 1,368 shares; 2025Q3: 1,446 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,692 shares 1,692 $116K 0.01% new Timeline TROW PRICE T ROWE GROUP INC More: the full row for PRICE T ROWE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,450 shares; 2024Q4: not loaded; 2025Q1: 1,450 shares; 2025Q2: 1,450 shares; 2025Q3: 1,450 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,000 shares 1,000 $114K 0.01% new 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: 585 shares; 2024Q4: not loaded; 2025Q1: 585 shares; 2025Q2: 585 shares; 2025Q3: 585 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 585 shares 585 $111K 0.01% new Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 243 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 621 shares 621 $109K 0.01% new 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: not reported; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 896 shares 896 $107K 0.01% new Timeline VSGX VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,094 shares; 2024Q4: not loaded; 2025Q1: 1,262 shares; 2025Q2: 1,262 shares; 2025Q3: 1,262 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,262 shares 1,262 $104K 0.01% new Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 423 shares 423 $104K 0.01% new 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: not reported; 2024Q4: not loaded; 2025Q1: 3,200 shares; 2025Q2: 3,200 shares; 2025Q3: 3,200 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,542 shares 4,542 $99.7K 0.01% new 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: not reported; 2024Q4: not loaded; 2025Q1: 128 shares; 2025Q2: 128 shares; 2025Q3: 128 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 216 shares 216 $99.2K 0.01% new Timeline Fidelity Value Fund Fidelity Value Fund More: the full row for Fidelity Value Fund Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,888 shares 5,888 $98.9K 0.01% new MGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,200 shares; 2024Q4: not loaded; 2025Q1: 1,200 shares; 2025Q2: 1,200 shares; 2025Q3: 1,200 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 600 shares 600 $98.1K 0.01% new Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 238 shares; 2024Q4: not loaded; 2025Q1: 210 shares; 2025Q2: 322 shares; 2025Q3: 192 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 192 shares 192 $95.4K 0.01% new Timeline Fidelity Magellan Fd Inc Fidelity Magellan Fd Inc More: the full row for Fidelity Magellan Fd Inc Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,013 shares 6,013 $94.8K 0.01% new MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: 209 shares; 2025Q3: 209 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,045 shares 1,045 $91.9K 0.01% new 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: 239 shares; 2024Q4: not loaded; 2025Q1: 292 shares; 2025Q2: 322 shares; 2025Q3: 394 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 355 shares 355 $90.3K 0.01% new Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,720 shares; 2024Q4: not loaded; 2025Q1: 1,720 shares; 2025Q2: 1,831 shares; 2025Q3: 1,831 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,720 shares 1,720 $90.1K 0.01% new Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 306 shares; 2024Q4: not loaded; 2025Q1: 377 shares; 2025Q2: 397 shares; 2025Q3: 397 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 232 shares 232 $87.1K 0.01% new 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: 149 shares; 2024Q4: not loaded; 2025Q1: 149 shares; 2025Q2: 104 shares; 2025Q3: 120 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 870 shares 870 $86.4K 0.01% new Timeline HLT HILTON WORLDWIDE HLDGS INC More: the full row for HILTON WORLDWIDE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not loaded; 2025Q1: 333 shares; 2025Q2: 335 shares; 2025Q3: 335 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 246 shares 246 $81.3K 0.01% new Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,460 shares; 2024Q4: not loaded; 2025Q1: 2,460 shares; 2025Q2: 2,460 shares; 2025Q3: 1,492 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,492 shares 1,492 $80.9K 0.01% new Timeline WTRG ESSENTIAL UTILS INC More: the full row for ESSENTIAL UTILS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,082 shares; 2024Q4: not loaded; 2025Q1: 2,082 shares; 2025Q2: 2,082 shares; 2025Q3: 2,082 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,082 shares 2,082 $79.8K 0.01% new Timeline NULG NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,144 shares; 2024Q4: not loaded; 2025Q1: 672 shares; 2025Q2: 672 shares; 2025Q3: 672 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 672 shares 672 $78.7K 0.01% new Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,015 shares; 2024Q4: not loaded; 2025Q1: 614 shares; 2025Q2: 614 shares; 2025Q3: 639 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 620 shares 620 $78.3K 0.01% new Timeline DKS DICKS SPORTING GOODS INC More: the full row for DICKS SPORTING GOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 440 shares; 2024Q4: not loaded; 2025Q1: 440 shares; 2025Q2: 340 shares; 2025Q3: 340 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 340 shares 340 $77.1K 0.01% new 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: 203 shares; 2024Q4: not loaded; 2025Q1: 169 shares; 2025Q2: 119 shares; 2025Q3: 111 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 101 shares 101 $76.3K 0.01% new Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 990 shares 990 $76.3K 0.01% new 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: 600 shares; 2024Q4: not loaded; 2025Q1: 300 shares; 2025Q2: 300 shares; 2025Q3: 489 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 469 shares 469 $75K 0.01% new Timeline DHI D R HORTON INC More: the full row for D R HORTON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 479 shares; 2024Q4: not loaded; 2025Q1: 479 shares; 2025Q2: 626 shares; 2025Q3: 626 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 446 shares 446 $72.6K 0.01% new 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: not reported; 2024Q4: not loaded; 2025Q1: 1,600 shares; 2025Q2: 1,600 shares; 2025Q3: 1,600 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,600 shares 1,600 $72.2K 0.01% new 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: 156 shares; 2024Q4: not loaded; 2025Q1: 156 shares; 2025Q2: 156 shares; 2025Q3: 202 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 156 shares 156 $71.6K 0.01% new 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: 67 shares; 2024Q4: not loaded; 2025Q1: 74 shares; 2025Q2: 1,002 shares; 2025Q3: 946 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 766 shares 766 $70.5K 0.01% new 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: 470 shares; 2024Q4: not loaded; 2025Q1: 304 shares; 2025Q2: 304 shares; 2025Q3: 204 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 204 shares 204 $69.5K 0.01% new 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: 128 shares; 2024Q4: not loaded; 2025Q1: 295 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 193 shares 193 $64.6K 0.01% new Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 612 shares; 2024Q4: not loaded; 2025Q1: 135 shares; 2025Q2: 124 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 159 shares 159 $63.1K 0.01% new Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 585 shares; 2024Q4: not loaded; 2025Q1: 585 shares; 2025Q2: 585 shares; 2025Q3: 585 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 585 shares 585 $63.1K 0.01% new Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,000 shares; 2024Q4: not loaded; 2025Q1: 1,000 shares; 2025Q2: 1,294 shares; 2025Q3: 1,174 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 552 shares 552 $63K 0.01% new 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: 445 shares; 2024Q4: not loaded; 2025Q1: 340 shares; 2025Q2: 340 shares; 2025Q3: 340 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 340 shares 340 $61.1K 0.01% new Timeline MTN VAIL RESORTS INC More: the full row for VAIL RESORTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 250 shares; 2024Q4: not loaded; 2025Q1: 250 shares; 2025Q2: 250 shares; 2025Q3: 250 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 431 shares 431 $58.7K 0.01% new 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: 423 shares; 2024Q4: not loaded; 2025Q1: 320 shares; 2025Q2: 275 shares; 2025Q3: 279 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 271 shares 271 $57.7K 0.01% new 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: 74 shares; 2024Q4: not loaded; 2025Q1: 74 shares; 2025Q2: 74 shares; 2025Q3: 74 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 141 shares 141 $56.7K 0.01% new 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: 163 shares; 2024Q4: not loaded; 2025Q1: 107 shares; 2025Q2: 85 shares; 2025Q3: 85 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 77 shares 77 $56.7K 0.01% new Timeline WWD WOODWARD INC More: the full row for WOODWARD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not loaded; 2025Q1: 132 shares; 2025Q2: 132 shares; 2025Q3: 132 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 132 shares 132 $56.2K 0.01% new Timeline FBIN FORTUNE BRANDS INNOVATIONS I More: the full row for FORTUNE BRANDS INNOVATIONS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not loaded; 2025Q1: 1,022 shares; 2025Q2: 1,022 shares; 2025Q3: 1,022 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,022 shares 1,022 $56.1K 0.01% new Timeline ENTG ENTEGRIS INC More: the full row for ENTEGRIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 240 shares; 2024Q4: not loaded; 2025Q1: 179 shares; 2025Q2: 311 shares; 2025Q3: 311 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 311 shares 311 $55.9K 0.01% new Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,892 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,892 shares 1,892 $55.7K 0.01% new Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not loaded; 2025Q1: 103 shares; 2025Q2: 103 shares; 2025Q3: 171 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 108 shares 108 $55.6K 0.01% new Timeline KEYS KEYSIGHT TECHNOLOGIES INC More: the full row for KEYSIGHT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not loaded; 2025Q1: 150 shares; 2025Q2: 150 shares; 2025Q3: 150 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 150 shares 150 $52.5K 0.01% new Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 800 shares; 2024Q4: not loaded; 2025Q1: 820 shares; 2025Q2: 820 shares; 2025Q3: 1,099 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,099 shares 1,099 $51.1K 0.01% new 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: 982 shares; 2024Q4: not loaded; 2025Q1: 70 shares; 2025Q2: 70 shares; 2025Q3: 70 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 70 shares 70 $50.6K 0.01% new Timeline VONV VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 460 shares; 2024Q4: not loaded; 2025Q1: 460 shares; 2025Q2: 460 shares; 2025Q3: 460 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 460 shares 460 $48.9K 0.01% new Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 300 shares; 2024Q4: not loaded; 2025Q1: 300 shares; 2025Q2: 300 shares; 2025Q3: 300 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 300 shares 300 $47K 0.01% new Timeline ICLN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,200 shares 2,200 $45.1K 0.01% new Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,025 shares; 2024Q4: not loaded; 2025Q1: 1,300 shares; 2025Q2: 1,300 shares; 2025Q3: 1,300 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,300 shares 1,300 $44.2K 0.01% new 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: 300 shares; 2024Q4: not loaded; 2025Q1: 300 shares; 2025Q2: 300 shares; 2025Q3: 300 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 300 shares 300 $43.4K 0.01% new 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: 700 shares; 2024Q4: not loaded; 2025Q1: 700 shares; 2025Q2: 700 shares; 2025Q3: 700 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 700 shares 700 $42.3K 0.01% new Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 450 shares; 2024Q4: not loaded; 2025Q1: 1,098 shares; 2025Q2: 1,257 shares; 2025Q3: 1,392 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 450 shares 450 $40.7K 0.01% new Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19 shares; 2024Q4: not loaded; 2025Q1: 9 shares; 2025Q2: 9 shares; 2025Q3: 9 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 225 shares 225 $40.1K 0.01% new Timeline UTWO RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 121 shares; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: 3,200 shares; 2025Q3: 3,200 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 836 shares 836 $40.1K 0.01% new Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not loaded; 2025Q1: 665 shares; 2025Q2: 665 shares; 2025Q3: 495 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 421 shares 421 $39.3K 0.01% new Timeline TWLO TWILIO INC More: the full row for TWILIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 190 shares 190 $39.2K 0.01% new Timeline FIDELITY SECS FD GRWTH & IN… FIDELITY SECS FD GRWTH & INCM More: the full row for FIDELITY SECS FD GRWTH & INCM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 526 shares 526 $39.1K 0.01% new Baird Fds Inc Baird Fds Inc More: the full row for Baird Fds Inc Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,734 shares 3,734 $38.9K <0.01% new ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not loaded; 2025Q1: 500 shares; 2025Q2: 247 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 271 shares 271 $38.8K <0.01% new 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: 600 shares; 2024Q4: not loaded; 2025Q1: 500 shares; 2025Q2: 500 shares; 2025Q3: 500 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 150 shares 150 $38.4K <0.01% new 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: 200 shares; 2024Q4: not loaded; 2025Q1: 200 shares; 2025Q2: 200 shares; 2025Q3: 200 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 200 shares 200 $37K <0.01% new Timeline HXL HEXCEL CORP NEW More: the full row for HEXCEL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not loaded; 2025Q1: 241 shares; 2025Q2: 369 shares; 2025Q3: 369 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 369 shares 369 $36.9K <0.01% new 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: 559 shares; 2024Q4: not loaded; 2025Q1: 542 shares; 2025Q2: 325 shares; 2025Q3: 290 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 214 shares 214 $35.9K <0.01% new 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: 232 shares; 2024Q4: not loaded; 2025Q1: 232 shares; 2025Q2: 232 shares; 2025Q3: 232 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 232 shares 232 $35.8K <0.01% new Timeline QGEN QIAGEN NV More: the full row for QIAGEN NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 909 shares 909 $35.5K <0.01% new Timeline LNT ALLIANT ENERGY CORP More: the full row for ALLIANT ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not loaded; 2025Q1: 446 shares; 2025Q2: 446 shares; 2025Q3: 446 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 446 shares 446 $34K <0.01% new 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: 418 shares; 2024Q4: not loaded; 2025Q1: 418 shares; 2025Q2: 418 shares; 2025Q3: 418 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 418 shares 418 $34K <0.01% new 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: 690 shares; 2024Q4: not loaded; 2025Q1: 454 shares; 2025Q2: 453 shares; 2025Q3: 392 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 273 shares 273 $34K <0.01% new 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: 148,733 shares; 2024Q4: not loaded; 2025Q1: 833 shares; 2025Q2: 833 shares; 2025Q3: 405 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 405 shares 405 $33.5K <0.01% new 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: not reported; 2024Q4: not loaded; 2025Q1: 467 shares; 2025Q2: 467 shares; 2025Q3: 429 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 387 shares 387 $33.4K <0.01% 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; 2024Q3: 900 shares; 2024Q4: not loaded; 2025Q1: 900 shares; 2025Q2: 900 shares; 2025Q3: 900 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 900 shares 900 $33.1K <0.01% new Timeline ARW ARROW ELECTRS INC More: the full row for ARROW ELECTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not loaded; 2025Q1: 155 shares; 2025Q2: 155 shares; 2025Q3: 155 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 155 shares 155 $33.1K <0.01% new 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: 433 shares; 2024Q4: not loaded; 2025Q1: 291 shares; 2025Q2: 291 shares; 2025Q3: 319 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 290 shares 290 $32.1K <0.01% new 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: 234 shares; 2024Q4: not loaded; 2025Q1: 77 shares; 2025Q2: 35 shares; 2025Q3: 35 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 140 shares 140 $31.2K <0.01% new Timeline TIGO MILLICOM INTL CELLULAR S A More: the full row for MILLICOM INTL CELLULAR S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 567 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 341 shares 341 $30.9K <0.01% new Timeline LSTR LANDSTAR SYS INC More: the full row for LANDSTAR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 192 shares; 2024Q4: not loaded; 2025Q1: 166 shares; 2025Q2: 166 shares; 2025Q3: 166 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 148 shares 148 $30.6K <0.01% new Timeline HEQT SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not loaded; 2025Q1: 1,852,658 shares; 2025Q2: 901 shares; 2025Q3: 901 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 901 shares 901 $30.2K <0.01% new Timeline AVY AVERY DENNISON CORP More: the full row for AVERY DENNISON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not loaded; 2025Q1: 50 shares; 2025Q2: 50 shares; 2025Q3: 50 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 186 shares 186 $30.2K <0.01% new Timeline TFSL TFS FINL CORP More: the full row for TFS FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,303 shares; 2024Q4: not loaded; 2025Q1: 1,941 shares; 2025Q2: 1,941 shares; 2025Q3: 1,546 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,704 shares 1,704 $30.2K <0.01% new Timeline OGE OGE ENERGY CORP More: the full row for OGE ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 977 shares; 2024Q4: not loaded; 2025Q1: 678 shares; 2025Q2: 678 shares; 2025Q3: 678 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 617 shares 617 $30K <0.01% new Timeline RGA REINSURANCE GROUP AMER INC More: the full row for REINSURANCE GROUP AMER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 141 shares; 2024Q4: not loaded; 2025Q1: 141 shares; 2025Q2: 141 shares; 2025Q3: 141 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 141 shares 141 $30K <0.01% new Timeline RNR RENAISSANCERE HLDGS LTD More: the full row for RENAISSANCERE HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 94 shares; 2024Q4: not loaded; 2025Q1: 94 shares; 2025Q2: 94 shares; 2025Q3: 94 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 94 shares 94 $29.8K <0.01% new Timeline IQV IQVIA HLDGS INC More: the full row for IQVIA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not loaded; 2025Q1: 107 shares; 2025Q2: 153 shares; 2025Q3: 153 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 153 shares 153 $29.6K <0.01% new Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 31 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 123 shares 123 $29.4K <0.01% new 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: not reported; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 194 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 338 shares 338 $29.4K <0.01% new 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; 2024Q3: 102 shares; 2024Q4: not loaded; 2025Q1: 138 shares; 2025Q2: 138 shares; 2025Q3: 138 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 138 shares 138 $29.4K <0.01% new 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: not reported; 2024Q4: not loaded; 2025Q1: 241 shares; 2025Q2: 221 shares; 2025Q3: 213 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 190 shares 190 $29.4K <0.01% new Timeline LAMR LAMAR ADVERTISING CO More: the full row for LAMAR ADVERTISING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 219 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 185 shares 185 $28.9K <0.01% new Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not loaded; 2025Q1: 161 shares; 2025Q2: 161 shares; 2025Q3: 162 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 109 shares 109 $28.4K <0.01% new Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 292 shares; 2024Q4: not loaded; 2025Q1: 14 shares; 2025Q2: 14 shares; 2025Q3: 167 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 166 shares 166 $28.2K <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: 581 shares; 2024Q4: not loaded; 2025Q1: 581 shares; 2025Q2: 581 shares; 2025Q3: 581 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 581 shares 581 $27.6K <0.01% new Timeline DRI DARDEN RESTAURANTS INC More: the full row for DARDEN RESTAURANTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not loaded; 2025Q1: 164 shares; 2025Q2: 134 shares; 2025Q3: 134 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 134 shares 134 $27.6K <0.01% new Timeline CHRW C H ROBINSON WORLDWIDE IN More: the full row for C H ROBINSON WORLDWIDE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 142 shares 142 $26.7K <0.01% new Timeline OHI OMEGA HEALTHCARE INVS INC More: the full row for OMEGA HEALTHCARE INVS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 859 shares; 2024Q4: not loaded; 2025Q1: 626 shares; 2025Q2: 626 shares; 2025Q3: 626 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 558 shares 558 $26.6K <0.01% new Timeline EME EMCOR GROUP INC More: the full row for EMCOR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 32 shares 32 $26.6K <0.01% new Timeline CNC CENTENE CORP DEL More: the full row for CENTENE CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 256 shares; 2024Q4: not loaded; 2025Q1: 326 shares; 2025Q2: 326 shares; 2025Q3: 326 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 413 shares 413 $26.5K <0.01% new Timeline AKAM AKAMAI TECHNOLOGIES INC More: the full row for AKAMAI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 224 shares; 2024Q4: not loaded; 2025Q1: 224 shares; 2025Q2: 224 shares; 2025Q3: 224 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 224 shares 224 $26.5K <0.01% new 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: 633 shares; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 324 shares 324 $26.3K <0.01% new Timeline CNA CNA FINL CORP More: the full row for CNA FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 485 shares; 2024Q4: not loaded; 2025Q1: 327 shares; 2025Q2: 327 shares; 2025Q3: 556 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 540 shares 540 $26.2K <0.01% new Timeline THG HANOVER INS GROUP INC More: the full row for HANOVER INS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 242 shares; 2024Q4: not loaded; 2025Q1: 139 shares; 2025Q2: 139 shares; 2025Q3: 139 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 122 shares 122 $26.1K <0.01% new Timeline WTFC WINTRUST FINL CORP More: the full row for WINTRUST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not loaded; 2025Q1: 162 shares; 2025Q2: 162 shares; 2025Q3: 162 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 162 shares 162 $26K <0.01% new Timeline AXS AXIS CAP HLDGS LTD More: the full row for AXIS CAP HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 242 shares 242 $26K <0.01% new Timeline AFG AMERICAN FINANCIAL GROUP INC More: the full row for AMERICAN FINANCIAL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 207 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 185 shares 185 $25.9K <0.01% 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; 2024Q3: 300 shares; 2024Q4: not loaded; 2025Q1: 229 shares; 2025Q2: 229 shares; 2025Q3: 219 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 188 shares 188 $25.7K <0.01% new Timeline ORI OLD REP INTL CORP More: the full row for OLD REP INTL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,303 shares; 2024Q4: not loaded; 2025Q1: 780 shares; 2025Q2: 780 shares; 2025Q3: 780 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 627 shares 627 $25.7K <0.01% new 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: not reported; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 95 shares 95 $25.5K <0.01% new 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: not reported; 2024Q4: not loaded; 2025Q1: 214 shares; 2025Q2: 214 shares; 2025Q3: 214 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 214 shares 214 $25K <0.01% new Timeline MTG MGIC INVT CORP WIS More: the full row for MGIC INVT CORP WIS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 986 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 880 shares 880 $24.8K <0.01% new Timeline GLPI GAMING & LEISURE P More: the full row for GAMING & LEISURE P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 631 shares; 2024Q4: not loaded; 2025Q1: 501 shares; 2025Q2: 501 shares; 2025Q3: 501 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 554 shares 554 $24.7K <0.01% 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; 2024Q3: not reported; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: 191 shares; 2025Q3: 191 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 191 shares 191 $24.7K <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: 197 shares; 2024Q4: not loaded; 2025Q1: 197 shares; 2025Q2: 197 shares; 2025Q3: 197 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 162 shares 162 $24.6K <0.01% new Timeline ALB ALBEMARLE CORP More: the full row for ALBEMARLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 147 shares; 2024Q4: not loaded; 2025Q1: 147 shares; 2025Q2: 147 shares; 2025Q3: 147 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 182 shares 182 $24.6K <0.01% new Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 150 shares; 2024Q4: not loaded; 2025Q1: 262 shares; 2025Q2: 262 shares; 2025Q3: 262 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 188 shares 188 $24.4K <0.01% new Timeline SMG SCOTTS MIRACLE-GRO CO More: the full row for SCOTTS MIRACLE-GRO CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 245 shares; 2024Q4: not loaded; 2025Q1: 237 shares; 2025Q2: 356 shares; 2025Q3: 356 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 356 shares 356 $24.2K <0.01% new 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: not reported; 2024Q4: not loaded; 2025Q1: 347 shares; 2025Q2: 347 shares; 2025Q3: 353 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 225 shares 225 $24.2K <0.01% new Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 21 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 21 shares 21 $23.8K <0.01% new Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28 shares; 2024Q4: not loaded; 2025Q1: 28 shares; 2025Q2: 28 shares; 2025Q3: 53 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 53 shares 53 $23.6K <0.01% new Timeline DASH DOORDASH INC More: the full row for DOORDASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 128 shares 128 $23.6K <0.01% new Timeline LH LABCORP HOLDINGS INC More: the full row for LABCORP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 84 shares; 2024Q4: not loaded; 2025Q1: 84 shares; 2025Q2: 84 shares; 2025Q3: 84 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 84 shares 84 $23.5K <0.01% new Timeline SF STIFEL FINL CORP More: the full row for STIFEL FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 284 shares; 2024Q4: not loaded; 2025Q1: 284 shares; 2025Q2: 284 shares; 2025Q3: 284 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 337 shares 337 $23.5K <0.01% new Timeline ST SENSATA TECHNOLOGIES HLDG PL More: the full row for SENSATA TECHNOLOGIES HLDG PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 492 shares; 2024Q4: not loaded; 2025Q1: 492 shares; 2025Q2: 492 shares; 2025Q3: 492 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 492 shares 492 $23.5K <0.01% new 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: 900 shares; 2024Q4: not loaded; 2025Q1: 900 shares; 2025Q2: 900 shares; 2025Q3: 400 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 400 shares 400 $23.1K <0.01% new Timeline OMF ONEMAIN HLDGS INC More: the full row for ONEMAIN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not loaded; 2025Q1: 548 shares; 2025Q2: 548 shares; 2025Q3: 457 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 375 shares 375 $22.9K <0.01% new Timeline GATX GATX CORP More: the full row for GATX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 127 shares; 2024Q4: not loaded; 2025Q1: 127 shares; 2025Q2: 127 shares; 2025Q3: 127 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 127 shares 127 $22.5K <0.01% new Timeline REG REGENCY CTRS CORP More: the full row for REGENCY CTRS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 279 shares 279 $22.2K <0.01% new Timeline EG EVEREST GROUP LTD More: the full row for EVEREST GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 61 shares 61 $21.8K <0.01% new Timeline UGI UGI CORP NEW More: the full row for UGI CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 475 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 628 shares 628 $21.7K <0.01% new Timeline STWD STARWOOD PPTY TR INC More: the full row for STARWOOD PPTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,417 shares; 2024Q4: not loaded; 2025Q1: 1,260 shares; 2025Q2: 1,260 shares; 2025Q3: 1,367 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,320 shares 1,320 $21.6K <0.01% new Timeline ULTA ULTA BEAUTY INC More: the full row for ULTA BEAUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 54 shares; 2024Q4: not loaded; 2025Q1: 45 shares; 2025Q2: 54 shares; 2025Q3: 54 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 46 shares 46 $20.7K <0.01% new Timeline VICI VICI PPTYS INC More: the full row for VICI PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,065 shares; 2024Q4: not loaded; 2025Q1: 750 shares; 2025Q2: 750 shares; 2025Q3: 936 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 781 shares 781 $20.7K <0.01% new 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: 156 shares; 2024Q4: not loaded; 2025Q1: 156 shares; 2025Q2: 156 shares; 2025Q3: 156 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 156 shares 156 $20.7K <0.01% new Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,740 shares; 2024Q4: not loaded; 2025Q1: 300 shares; 2025Q2: 300 shares; 2025Q3: 300 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 300 shares 300 $20.5K <0.01% new Timeline QSR RESTAURANT BRANDS INTL INC More: the full row for RESTAURANT BRANDS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 283 shares 283 $20.5K <0.01% new Timeline WU WESTERN UN CO More: the full row for WESTERN UN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,671 shares; 2024Q4: not loaded; 2025Q1: 2,148 shares; 2025Q2: 2,148 shares; 2025Q3: 3,262 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,660 shares 2,660 $20.5K <0.01% new 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: not reported; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 493 shares 493 $20.4K <0.01% new 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: 189 shares; 2024Q4: not loaded; 2025Q1: 189 shares; 2025Q2: 189 shares; 2025Q3: 189 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 189 shares 189 $20.4K <0.01% new Timeline HAL HALLIBURTON CO More: the full row for HALLIBURTON CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 600 shares; 2024Q4: not loaded; 2025Q1: 600 shares; 2025Q2: 600 shares; 2025Q3: 600 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 600 shares 600 $20.4K <0.01% new Timeline ROP ROPER TECHNOLOGIES INC More: the full row for ROPER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not loaded; 2025Q1: 57 shares; 2025Q2: 96 shares; 2025Q3: 92 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 60 shares 60 $20.3K <0.01% new Timeline CWEN CLEARWAY ENERGY INC More: the full row for CLEARWAY ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not loaded; 2025Q1: 879 shares; 2025Q2: 879 shares; 2025Q3: 728 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 592 shares 592 $20.2K <0.01% new Timeline SWKS SKYWORKS SOLUTIONS INC More: the full row for SKYWORKS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 191 shares; 2024Q4: not loaded; 2025Q1: 191 shares; 2025Q2: 297 shares; 2025Q3: 297 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 297 shares 297 $20.1K <0.01% new Timeline EPR EPR PPTYS More: the full row for EPR PPTYS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 385 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 344 shares 344 $20K <0.01% new Timeline CBOE CBOE GLOBAL MKTS INC More: the full row for CBOE GLOBAL MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 191 shares; 2024Q4: not loaded; 2025Q1: 103 shares; 2025Q2: 103 shares; 2025Q3: 114 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 81 shares 81 $19.7K <0.01% new Timeline SCI SERVICE CORP INTL More: the full row for SERVICE CORP INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 344 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 253 shares 253 $19.2K <0.01% new Timeline DLB DOLBY LABORATORIES INC More: the full row for DOLBY LABORATORIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not loaded; 2025Q1: 307 shares; 2025Q2: 307 shares; 2025Q3: 365 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 360 shares 360 $18.9K <0.01% new 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: 76 shares; 2024Q4: not loaded; 2025Q1: 76 shares; 2025Q2: 76 shares; 2025Q3: 76 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 50 shares 50 $18.6K <0.01% new Timeline QUAL 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 loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 84 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 84 shares 84 $18.4K <0.01% new Timeline BXP BXP INC More: the full row for BXP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 265 shares; 2024Q4: not loaded; 2025Q1: 265 shares; 2025Q2: 265 shares; 2025Q3: 265 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 265 shares 265 $17.6K <0.01% new Timeline BIO BIO RAD LABS INC More: the full row for BIO RAD LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 55 shares; 2024Q4: not loaded; 2025Q1: 55 shares; 2025Q2: 55 shares; 2025Q3: 55 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 55 shares 55 $16.1K <0.01% new Timeline DEO DIAGEO PLC More: the full row for DIAGEO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 200 shares; 2024Q4: not loaded; 2025Q1: 200 shares; 2025Q2: 200 shares; 2025Q3: 200 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 200 shares 200 $16.1K <0.01% new Timeline DOX AMDOCS LTD More: the full row for AMDOCS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 380 shares; 2024Q4: not loaded; 2025Q1: 266 shares; 2025Q2: 266 shares; 2025Q3: 316 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 316 shares 316 $16K <0.01% new Timeline HLI HOULIHAN LOKEY INC More: the full row for HOULIHAN LOKEY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 182 shares; 2024Q4: not loaded; 2025Q1: 117 shares; 2025Q2: 117 shares; 2025Q3: 117 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 117 shares 117 $15.7K <0.01% new Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 83 shares; 2024Q4: not loaded; 2025Q1: 83 shares; 2025Q2: 83 shares; 2025Q3: 83 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 83 shares 83 $14K <0.01% new Timeline MTUS METALLUS INC More: the full row for METALLUS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 750 shares; 2024Q4: not loaded; 2025Q1: 750 shares; 2025Q2: 750 shares; 2025Q3: 750 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 750 shares 750 $14K <0.01% new Timeline DPZ DOMINOS PIZZA INC More: the full row for DOMINOS PIZZA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 95 shares; 2024Q4: not loaded; 2025Q1: 55 shares; 2025Q2: 55 shares; 2025Q3: 51 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 46 shares 46 $13.6K <0.01% new 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: not reported; 2024Q4: not loaded; 2025Q1: 304 shares; 2025Q2: 272 shares; 2025Q3: 70 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 62 shares 62 $13.5K <0.01% new Timeline SBAC SBA COMMUNICATIONS CORP More: the full row for SBA COMMUNICATIONS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not loaded; 2025Q1: 74 shares; 2025Q2: 74 shares; 2025Q3: 74 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 74 shares 74 $13.1K <0.01% new Timeline COLD AMERICOLD REALTY TRUST INC More: the full row for AMERICOLD REALTY TRUST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 590 shares; 2024Q4: not loaded; 2025Q1: 825 shares; 2025Q2: 825 shares; 2025Q3: 825 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 825 shares 825 $13K <0.01% new Timeline GPN GLOBAL PMTS INC More: the full row for GLOBAL PMTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 174 shares; 2024Q4: not loaded; 2025Q1: 174 shares; 2025Q2: 174 shares; 2025Q3: 174 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 174 shares 174 $12.6K <0.01% new 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: 1,114 shares; 2024Q4: not loaded; 2025Q1: 649 shares; 2025Q2: 649 shares; 2025Q3: 167 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 167 shares 167 $12.4K <0.01% new 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: 90 shares; 2024Q4: not loaded; 2025Q1: 65 shares; 2025Q2: 89 shares; 2025Q3: 89 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 30 shares 30 $12.2K <0.01% new Timeline EMN EASTMAN CHEM CO More: the full row for EASTMAN CHEM CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 182 shares; 2024Q4: not loaded; 2025Q1: 182 shares; 2025Q2: 182 shares; 2025Q3: 182 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 182 shares 182 $12.2K <0.01% new 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: 86 shares; 2024Q4: not loaded; 2025Q1: 86 shares; 2025Q2: 86 shares; 2025Q3: 86 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 86 shares 86 $12K <0.01% new Timeline IVLU 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 loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 283 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 283 shares 283 $11.8K <0.01% new Timeline SWX SOUTHWEST GAS HLDGS INC More: the full row for SOUTHWEST GAS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 131 shares; 2024Q4: not loaded; 2025Q1: 131 shares; 2025Q2: 131 shares; 2025Q3: 131 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 131 shares 131 $11.6K <0.01% new Timeline SJM SMUCKER J M CO More: the full row for SMUCKER J M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 100 shares; 2024Q4: not loaded; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 100 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 100 shares 100 $11.2K <0.01% new Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 628 shares; 2024Q4: not loaded; 2025Q1: 1,878 shares; 2025Q2: 628 shares; 2025Q3: 718 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 90 shares 90 $10.6K <0.01% new Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,235 shares; 2024Q4: not loaded; 2025Q1: 320 shares; 2025Q2: 320 shares; 2025Q3: 320 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 320 shares 320 $10.2K <0.01% new Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 165 shares 165 $10.2K <0.01% new Timeline BEN FRANKLIN TEMPLETON INC More: the full row for FRANKLIN TEMPLETON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 300 shares; 2024Q4: not loaded; 2025Q1: 300 shares; 2025Q2: 300 shares; 2025Q3: 300 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 300 shares 300 $9.98K <0.01% new Timeline HP HELMERICH & PAYNE INC More: the full row for HELMERICH & PAYNE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 299 shares; 2024Q4: not loaded; 2025Q1: 299 shares; 2025Q2: 299 shares; 2025Q3: 299 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 299 shares 299 $9.79K <0.01% new Timeline Fidelity Short-Term Bond Id… Fidelity Short-Term Bond Idx I More: the full row for Fidelity Short-Term Bond Idx I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 974 shares 974 $9.76K <0.01% new ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 19 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 19 shares 19 $9.41K <0.01% new Timeline IEV 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 loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 121 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 121 shares 121 $8.81K <0.01% new Timeline MUR MURPHY OIL CORP More: the full row for MURPHY OIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 249 shares; 2024Q4: not loaded; 2025Q1: 249 shares; 2025Q2: 249 shares; 2025Q3: 249 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 249 shares 249 $8.11K <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: 216 shares; 2024Q4: not loaded; 2025Q1: 116 shares; 2025Q2: 47 shares; 2025Q3: 47 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 40 shares 40 $7.62K <0.01% new Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20 shares; 2024Q4: not loaded; 2025Q1: 20 shares; 2025Q2: 20 shares; 2025Q3: 20 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 20 shares 20 $7.32K <0.01% new Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 103 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 42 shares 42 $6.87K <0.01% new 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: 48 shares; 2024Q4: not loaded; 2025Q1: 48 shares; 2025Q2: 48 shares; 2025Q3: 48 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 48 shares 48 $6.57K <0.01% new 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: not loaded; 2025Q1: not reported; 2025Q2: 38 shares; 2025Q3: 38 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 38 shares 38 $6.33K <0.01% new Timeline Avantis U.S. Small Cap Valu… Avantis U.S. Small Cap Value F More: the full row for Avantis U.S. Small Cap Value F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 260 shares 260 $5.55K <0.01% new IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 13 shares 13 $5.32K <0.01% new 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: 107 shares; 2024Q4: not loaded; 2025Q1: 107 shares; 2025Q2: 107 shares; 2025Q3: 107 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 107 shares 107 $4.99K <0.01% new Timeline EGO ELDORADO GOLD CORP NEW More: the full row for ELDORADO GOLD CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not loaded; 2025Q1: 148 shares; 2025Q2: 148 shares; 2025Q3: 148 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 148 shares 148 $4.6K <0.01% new Timeline RPRX ROYALTY PHARMA PLC More: the full row for ROYALTY PHARMA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 998 shares; 2024Q4: not loaded; 2025Q1: 82 shares; 2025Q2: 82 shares; 2025Q3: 82 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 82 shares 82 $4.6K <0.01% new Timeline Fidelity Equity Dividend In… Fidelity Equity Dividend Incom More: the full row for Fidelity Equity Dividend Incom Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 109 shares 109 $3.55K <0.01% new ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 407 shares; 2024Q4: not loaded; 2025Q1: 30 shares; 2025Q2: 30 shares; 2025Q3: 30 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 30 shares 30 $3.45K <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: 302 shares; 2024Q4: not loaded; 2025Q1: 120 shares; 2025Q2: 120 shares; 2025Q3: 15 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 15 shares 15 $3.31K <0.01% new 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: 551 shares; 2024Q4: not loaded; 2025Q1: 265 shares; 2025Q2: 265 shares; 2025Q3: 242 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 22 shares 22 $3.23K <0.01% new Timeline RGLD ROYAL GOLD INC More: the full row for ROYAL GOLD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 354 shares; 2024Q4: not loaded; 2025Q1: 195 shares; 2025Q2: 195 shares; 2025Q3: 178 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 16 shares 16 $3.19K <0.01% new Timeline DYNF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 44 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 44 shares 44 $2.99K <0.01% new Timeline AIZ ASSURANT INC More: the full row for ASSURANT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 242 shares; 2024Q4: not loaded; 2025Q1: 134 shares; 2025Q2: 134 shares; 2025Q3: 135 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 11 shares 11 $2.95K <0.01% new Timeline NEU NEWMARKET CORP More: the full row for NEWMARKET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 69 shares; 2024Q4: not loaded; 2025Q1: 3 shares; 2025Q2: 3 shares; 2025Q3: 3 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3 shares 3 $2.37K <0.01% new 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: not reported; 2024Q4: not loaded; 2025Q1: 92 shares; 2025Q2: 117 shares; 2025Q3: 117 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 64 shares 64 $2.13K <0.01% new 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: 249 shares; 2024Q4: not loaded; 2025Q1: 91 shares; 2025Q2: 5 shares; 2025Q3: 5 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5 shares 5 $2.08K <0.01% new 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: 320 shares; 2024Q4: not loaded; 2025Q1: 720 shares; 2025Q2: 11 shares; 2025Q3: 11 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 11 shares 11 $1.8K <0.01% new Timeline