IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 259,279 shares; 2025Q1: 259,279 shares; 2025Q2: 224,654 shares; 2025Q3: 231,222 shares; 2025Q4: 238,498 shares; 2026Q1: 424,239 shares; 2026Q2: 304,339 shares; 2026Q3: 319,321 shares 319,321 $245M 14.72% +14,982 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,787,164 shares; 2025Q1: 1,787,164 shares; 2025Q2: 1,195,058 shares; 2025Q3: 1,213,221 shares; 2025Q4: 1,259,561 shares; 2026Q1: 843,135 shares; 2026Q2: 869,739 shares; 2026Q3: 2,989,249 shares 2,989,249 $210M 12.62% +2,119,510 Timeline SCHK SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,633,266 shares; 2025Q1: 2,633,266 shares; 2025Q2: 2,436,076 shares; 2025Q3: 2,429,812 shares; 2025Q4: 2,526,887 shares; 2026Q1: 2,477,917 shares; 2026Q2: 6,518,923 shares; 2026Q3: 5,586,285 shares 5,586,285 $205M 12.33% -932,638 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; 2024Q4: 169,701 shares; 2025Q1: 169,701 shares; 2025Q2: 148,348 shares; 2025Q3: 149,144 shares; 2025Q4: 149,812 shares; 2026Q1: 127,756 shares; 2026Q2: 1,027,235 shares; 2026Q3: 1,029,699 shares 1,029,699 $129M 7.79% +2,464 Timeline SCHP SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 11,077 shares; 2025Q1: 11,077 shares; 2025Q2: 9,236 shares; 2025Q3: 621,258 shares; 2025Q4: 637,886 shares; 2026Q1: 3,408,054 shares; 2026Q2: 3,527,518 shares; 2026Q3: 3,629,675 shares 3,629,675 $91.2M 5.49% +102,157 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,143,157 shares; 2025Q1: 1,143,157 shares; 2025Q2: 195,471 shares; 2025Q3: 24,768 shares; 2025Q4: 707,015 shares; 2026Q1: 19,433 shares; 2026Q2: 13,733 shares; 2026Q3: 623,109 shares 623,109 $55.6M 3.35% +609,376 Timeline EWZ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,241,855 shares; 2025Q3: 1,260,232 shares; 2025Q4: 1,276,599 shares; 2026Q1: 732,490 shares; 2026Q2: 755,740 shares; 2026Q3: 1,266,204 shares 1,266,204 $47.2M 2.84% +510,464 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 57,938 shares; 2025Q1: 57,938 shares; 2025Q2: 2,133 shares; 2025Q3: 1,759 shares; 2025Q4: 1,749 shares; 2026Q1: 112,278 shares; 2026Q2: 139,600 shares; 2026Q3: 225,453 shares 225,453 $46.9M 2.82% +85,853 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 132,711 shares; 2025Q1: 132,711 shares; 2025Q2: 128,136 shares; 2025Q3: 127,274 shares; 2025Q4: 124,375 shares; 2026Q1: 116,863 shares; 2026Q2: 117,430 shares; 2026Q3: 117,799 shares 117,799 $37.2M 2.24% +369 Timeline VOX VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 188,675 shares; 2025Q1: 188,675 shares; 2025Q2: 184,173 shares; 2025Q3: 184,412 shares; 2025Q4: 189,669 shares; 2026Q1: 186,325 shares; 2026Q2: 191,215 shares; 2026Q3: 192,879 shares 192,879 $36.8M 2.21% +1,664 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 150,690 shares; 2025Q1: 150,690 shares; 2025Q2: 152,832 shares; 2025Q3: 152,344 shares; 2025Q4: 308,217 shares; 2026Q1: 286,426 shares; 2026Q2: 289,741 shares; 2026Q3: 293,353 shares 293,353 $31.9M 1.92% +3,612 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 168,120 shares; 2025Q1: 168,120 shares; 2025Q2: 163,766 shares; 2025Q3: 164,558 shares; 2025Q4: 166,442 shares; 2026Q1: 156,067 shares; 2026Q2: 160,828 shares; 2026Q3: 163,085 shares 163,085 $27.2M 1.64% +2,257 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; 2024Q4: 36,595 shares; 2025Q1: 36,595 shares; 2025Q2: 36,438 shares; 2025Q3: 36,232 shares; 2025Q4: 34,846 shares; 2026Q1: 34,939 shares; 2026Q2: 34,862 shares; 2026Q3: 34,709 shares 34,709 $26.5M 1.59% -153 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 83,735 shares; 2025Q1: 83,735 shares; 2025Q2: 82,160 shares; 2025Q3: 81,622 shares; 2025Q4: 80,714 shares; 2026Q1: 76,992 shares; 2026Q2: 76,572 shares; 2026Q3: 78,125 shares 78,125 $26M 1.57% +1,553 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 324,073 shares; 2026Q2: 403,951 shares; 2026Q3: 416,551 shares 416,551 $25.5M 1.53% +12,600 Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 305 shares; 2025Q1: 305 shares; 2025Q2: 3,173 shares; 2025Q3: 3,173 shares; 2025Q4: 3,173 shares; 2026Q1: 3,173 shares; 2026Q2: 5,985 shares; 2026Q3: 287,930 shares 287,930 $25.3M 1.52% +281,945 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 390,284 shares; 2025Q1: 390,284 shares; 2025Q2: 942,234 shares; 2025Q3: 957,560 shares; 2025Q4: 988,397 shares; 2026Q1: 1,084,487 shares; 2026Q2: 657,428 shares; 2026Q3: 178,126 shares 178,126 $20.2M 1.22% -479,302 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 822,285 shares; 2025Q1: 822,285 shares; 2025Q2: 824,697 shares; 2025Q3: 827,241 shares; 2025Q4: 840,963 shares; 2026Q1: 350,148 shares; 2026Q2: 345,867 shares; 2026Q3: 349,320 shares 349,320 $18.7M 1.12% +3,453 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 215,666 shares; 2025Q1: 215,666 shares; 2025Q2: 215,737 shares; 2025Q3: 214,322 shares; 2025Q4: 214,953 shares; 2026Q1: 195,321 shares; 2026Q2: 199,398 shares; 2026Q3: 200,944 shares 200,944 $16.2M 0.98% +1,546 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 129,797 shares; 2025Q1: 129,797 shares; 2025Q2: 127,925 shares; 2025Q3: 126,895 shares; 2025Q4: 255,632 shares; 2026Q1: 239,694 shares; 2026Q2: 244,158 shares; 2026Q3: 244,862 shares 244,862 $15.1M 0.91% +704 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 27,506 shares; 2025Q1: 27,506 shares; 2025Q2: 27,245 shares; 2025Q3: 27,431 shares; 2025Q4: 27,733 shares; 2026Q1: 27,526 shares; 2026Q2: 26,691 shares; 2026Q3: 26,473 shares 26,473 $13.6M 0.82% -218 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 22,156 shares; 2025Q1: 22,156 shares; 2025Q2: 23,231 shares; 2025Q3: 23,029 shares; 2025Q4: 23,120 shares; 2026Q1: 23,025 shares; 2026Q2: 23,469 shares; 2026Q3: 23,311 shares 23,311 $11.6M 0.7% -158 Timeline XAR SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 125 shares; 2025Q1: 125 shares; 2025Q2: 569 shares; 2025Q3: 23,878 shares; 2025Q4: 25,020 shares; 2026Q1: 46,393 shares; 2026Q2: 48,295 shares; 2026Q3: 48,916 shares 48,916 $11.3M 0.68% +621 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 36,446 shares; 2025Q1: 36,446 shares; 2025Q2: 35,492 shares; 2025Q3: 35,561 shares; 2025Q4: 35,501 shares; 2026Q1: 35,314 shares; 2026Q2: 35,918 shares; 2026Q3: 36,287 shares 36,287 $9.04M 0.54% +369 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 23,010 shares; 2025Q1: 23,010 shares; 2025Q2: 11,165 shares; 2025Q3: 11,934 shares; 2025Q4: 11,977 shares; 2026Q1: 11,837 shares; 2026Q2: 11,818 shares; 2026Q3: 11,764 shares 11,764 $8.25M 0.5% -54 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,992 shares; 2025Q1: 5,992 shares; 2025Q2: 5,708 shares; 2025Q3: 8,770 shares; 2025Q4: 8,193 shares; 2026Q1: 6,751 shares; 2026Q2: 6,723 shares; 2026Q3: 6,825 shares 6,825 $7.9M 0.48% +102 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 103,110 shares; 2025Q1: 103,110 shares; 2025Q2: 105,871 shares; 2025Q3: 105,369 shares; 2025Q4: 211,837 shares; 2026Q1: 186,263 shares; 2026Q2: 189,318 shares; 2026Q3: 189,576 shares 189,576 $7.48M 0.45% +258 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; 2024Q4: 8,841 shares; 2025Q1: 8,841 shares; 2025Q2: 8,751 shares; 2025Q3: 9,228 shares; 2025Q4: 9,250 shares; 2026Q1: 9,565 shares; 2026Q2: 9,759 shares; 2026Q3: 9,783 shares 9,783 $7.24M 0.44% +24 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 28,846 shares; 2025Q1: 28,846 shares; 2025Q2: 28,334 shares; 2025Q3: 26,809 shares; 2025Q4: 30,476 shares; 2026Q1: 30,392 shares; 2026Q2: 29,321 shares; 2026Q3: 29,984 shares 29,984 $6.85M 0.41% +663 Timeline XLRE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 151,627 shares; 2025Q1: 151,627 shares; 2025Q2: 152,206 shares; 2025Q3: 152,615 shares; 2025Q4: 154,271 shares; 2026Q1: 143,933 shares; 2026Q2: 145,903 shares; 2026Q3: 148,702 shares 148,702 $6.08M 0.37% +2,799 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 998,848 shares; 2025Q1: 998,848 shares; 2025Q2: 34,010 shares; 2025Q3: 44,085 shares; 2025Q4: 596,970 shares; 2026Q1: 67,056 shares; 2026Q2: 66,850 shares; 2026Q3: 66,728 shares 66,728 $5.99M 0.36% -122 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 9,450 shares; 2025Q1: 9,450 shares; 2025Q2: 9,072 shares; 2025Q3: 9,102 shares; 2025Q4: 9,068 shares; 2026Q1: 9,040 shares; 2026Q2: 8,806 shares; 2026Q3: 8,785 shares 8,785 $5.9M 0.36% -21 Timeline XLB SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 61,124 shares; 2025Q1: 61,124 shares; 2025Q2: 60,067 shares; 2025Q3: 60,070 shares; 2025Q4: 119,424 shares; 2026Q1: 114,974 shares; 2026Q2: 117,242 shares; 2026Q3: 119,154 shares 119,154 $5.8M 0.35% +1,912 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 202,987 shares; 2025Q1: 202,987 shares; 2025Q2: 29,065 shares; 2025Q3: 41,562 shares; 2025Q4: 53,896 shares; 2026Q1: 45,086 shares; 2026Q2: 32,657 shares; 2026Q3: 53,099 shares 53,099 $5.35M 0.32% +20,442 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; 2024Q4: 31,190 shares; 2025Q1: 31,190 shares; 2025Q2: 31,069 shares; 2025Q3: 31,034 shares; 2025Q4: 31,788 shares; 2026Q1: 32,016 shares; 2026Q2: 33,189 shares; 2026Q3: 33,220 shares 33,220 $5.16M 0.31% +31 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; 2024Q4: 36,254 shares; 2025Q1: 36,254 shares; 2025Q2: 41,588 shares; 2025Q3: 42,691 shares; 2025Q4: 49,915 shares; 2026Q1: 47,018 shares; 2026Q2: 75,535 shares; 2026Q3: 76,338 shares 76,338 $4.29M 0.26% +803 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 32,023 shares; 2025Q1: 32,023 shares; 2025Q2: 31,411 shares; 2025Q3: 31,208 shares; 2025Q4: 31,310 shares; 2026Q1: 31,313 shares; 2026Q2: 31,909 shares; 2026Q3: 31,912 shares 31,912 $4.22M 0.25% +3 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 25,387 shares; 2025Q1: 25,387 shares; 2025Q2: 18,408 shares; 2025Q3: 18,409 shares; 2025Q4: 17,402 shares; 2026Q1: 16,326 shares; 2026Q2: 17,438 shares; 2026Q3: 16,394 shares 16,394 $3.8M 0.23% -1,044 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 14,970 shares; 2025Q1: 14,970 shares; 2025Q2: 14,819 shares; 2025Q3: 14,820 shares; 2025Q4: 14,685 shares; 2026Q1: 14,656 shares; 2026Q2: 15,082 shares; 2026Q3: 15,084 shares 15,084 $3.52M 0.21% +2 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 31,192 shares; 2025Q1: 31,192 shares; 2025Q2: 34,768 shares; 2025Q3: 34,819 shares; 2025Q4: 47,842 shares; 2026Q1: 41,302 shares; 2026Q2: 41,312 shares; 2026Q3: 40,207 shares 40,207 $3.46M 0.21% -1,105 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,796 shares; 2025Q1: 1,796 shares; 2025Q2: 1,801 shares; 2025Q3: 17,643 shares; 2025Q4: 20,867 shares; 2026Q1: 27,432 shares; 2026Q2: 35,467 shares; 2026Q3: 37,137 shares 37,137 $3.16M 0.19% +1,670 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,797 shares; 2025Q1: 6,797 shares; 2025Q2: 5,837 shares; 2025Q3: 5,879 shares; 2025Q4: 5,886 shares; 2026Q1: 5,700 shares; 2026Q2: 8,140 shares; 2026Q3: 8,217 shares 8,217 $3.08M 0.19% +77 Timeline XOM EXXONMOBIL HOLDINGS CORP More: the full row for EXXONMOBIL HOLDINGS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 17,967 shares 17,967 $2.92M 0.18% new Timeline TLTW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 94,628 shares; 2026Q1: 118,846 shares; 2026Q2: 135,889 shares; 2026Q3: 143,406 shares 143,406 $2.91M 0.17% +7,517 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 10,990 shares; 2025Q1: 10,990 shares; 2025Q2: 11,097 shares; 2025Q3: 11,425 shares; 2025Q4: 27,680 shares; 2026Q1: 30,394 shares; 2026Q2: 36,966 shares; 2026Q3: 37,105 shares 37,105 $2.87M 0.17% +139 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,251 shares; 2025Q1: 3,251 shares; 2025Q2: 148,001 shares; 2025Q3: 151,396 shares; 2025Q4: 8,580 shares; 2026Q1: 7,969 shares; 2026Q2: 7,594 shares; 2026Q3: 7,371 shares 7,371 $2.81M 0.17% -223 Timeline AIQ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 12,135 shares; 2025Q1: 12,135 shares; 2025Q2: 20,294 shares; 2025Q3: 44,795 shares; 2025Q4: 45,794 shares; 2026Q1: 43,355 shares; 2026Q2: 42,095 shares; 2026Q3: 41,902 shares 41,902 $2.73M 0.16% -193 Timeline CPRT COPART INC More: the full row for COPART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 142,368 shares; 2025Q1: 142,368 shares; 2025Q2: 138,915 shares; 2025Q3: 135,618 shares; 2025Q4: 133,692 shares; 2026Q1: 124,375 shares; 2026Q2: 104,195 shares; 2026Q3: 99,249 shares 99,249 $2.71M 0.16% -4,946 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 9,842 shares; 2025Q1: 9,842 shares; 2025Q2: 9,480 shares; 2025Q3: 9,490 shares; 2025Q4: 9,415 shares; 2026Q1: 9,265 shares; 2026Q2: 9,193 shares; 2026Q3: 10,276 shares 10,276 $2.69M 0.16% +1,083 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 272,195 shares; 2025Q1: 272,195 shares; 2025Q2: 138,915 shares; 2025Q3: 134,803 shares; 2025Q4: 134,691 shares; 2026Q1: 128,026 shares; 2026Q2: 128,111 shares; 2026Q3: 122,564 shares 122,564 $2.68M 0.16% -5,547 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 68,171 shares; 2025Q1: 68,171 shares; 2025Q2: 54,595 shares; 2025Q3: 47,566 shares; 2025Q4: 41,287 shares; 2026Q1: 34,533 shares; 2026Q2: 27,371 shares; 2026Q3: 27,565 shares 27,565 $2.58M 0.16% +194 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 8,537 shares; 2025Q1: 8,537 shares; 2025Q2: 10,541 shares; 2025Q3: 11,628 shares; 2025Q4: 14,232 shares; 2026Q1: 19,648 shares; 2026Q2: 22,249 shares; 2026Q3: 26,439 shares 26,439 $2.5M 0.15% +4,190 Timeline LQDW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 67,680 shares; 2026Q1: 92,297 shares; 2026Q2: 102,894 shares; 2026Q3: 107,397 shares 107,397 $2.44M 0.15% +4,503 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 52,975 shares; 2025Q1: 52,975 shares; 2025Q2: 60,820 shares; 2025Q3: 59,696 shares; 2025Q4: 71,195 shares; 2026Q1: 73,685 shares; 2026Q2: 79,209 shares; 2026Q3: 79,768 shares 79,768 $2.35M 0.14% +559 Timeline XYLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 37,240 shares; 2025Q1: 37,240 shares; 2025Q2: 45,739 shares; 2025Q3: 46,504 shares; 2025Q4: 52,694 shares; 2026Q1: 54,043 shares; 2026Q2: 56,923 shares; 2026Q3: 56,591 shares 56,591 $2.35M 0.14% -332 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,984 shares; 2025Q1: 4,984 shares; 2025Q2: 5,456 shares; 2025Q3: 5,768 shares; 2025Q4: 5,911 shares; 2026Q1: 6,062 shares; 2026Q2: 6,147 shares; 2026Q3: 6,821 shares 6,821 $2.35M 0.14% +674 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 24,226 shares; 2025Q1: 24,226 shares; 2025Q2: 26,945 shares; 2025Q3: 28,007 shares; 2025Q4: 33,557 shares; 2026Q1: 33,915 shares; 2026Q2: 38,128 shares; 2026Q3: 43,376 shares 43,376 $2.05M 0.12% +5,248 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,851 shares; 2025Q1: 2,851 shares; 2025Q2: 2,807 shares; 2025Q3: 2,709 shares; 2025Q4: 2,714 shares; 2026Q1: 2,616 shares; 2026Q2: 2,710 shares; 2026Q3: 3,350 shares 3,350 $2.05M 0.12% +640 Timeline GSLC GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 12,958 shares; 2025Q1: 12,958 shares; 2025Q2: 11,704 shares; 2025Q3: 13,643 shares; 2025Q4: 13,625 shares; 2026Q1: 13,143 shares; 2026Q2: 13,115 shares; 2026Q3: 12,923 shares 12,923 $1.87M 0.11% -192 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,697 shares; 2025Q1: 4,697 shares; 2025Q2: 4,439 shares; 2025Q3: 4,456 shares; 2025Q4: 5,163 shares; 2026Q1: 5,253 shares; 2026Q2: 5,210 shares; 2026Q3: 5,229 shares 5,229 $1.78M 0.11% +19 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 214 shares; 2025Q1: 214 shares; 2025Q2: 731 shares; 2025Q3: 731 shares; 2025Q4: 1,340 shares; 2026Q1: 1,538 shares; 2026Q2: 1,560 shares; 2026Q3: 1,660 shares 1,660 $1.77M 0.11% +100 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; 2024Q4: 19,741 shares; 2025Q1: 19,741 shares; 2025Q2: 26,897 shares; 2025Q3: 26,727 shares; 2025Q4: 23,662 shares; 2026Q1: 61,283 shares; 2026Q2: 60,963 shares; 2026Q3: 55,974 shares 55,974 $1.68M 0.1% -4,989 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,436 shares; 2025Q1: 2,436 shares; 2025Q2: 2,384 shares; 2025Q3: 2,317 shares; 2025Q4: 2,040 shares; 2026Q1: 2,060 shares; 2026Q2: 1,944 shares; 2026Q3: 2,028 shares 2,028 $1.64M 0.1% +84 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 8,748 shares; 2025Q1: 8,748 shares; 2025Q2: 8,476 shares; 2025Q3: 8,476 shares; 2025Q4: 8,476 shares; 2026Q1: 8,375 shares; 2026Q2: 7,854 shares; 2026Q3: 7,854 shares 7,854 $1.6M 0.1% 0 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 33,231 shares; 2025Q1: 33,231 shares; 2025Q2: 30,193 shares; 2025Q3: 30,590 shares; 2025Q4: 30,492 shares; 2026Q1: 32,696 shares; 2026Q2: 34,354 shares; 2026Q3: 34,113 shares 34,113 $1.56M 0.09% -241 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 28,278 shares; 2025Q1: 28,278 shares; 2025Q2: 28,324 shares; 2025Q3: 28,453 shares; 2025Q4: 28,446 shares; 2026Q1: 28,327 shares; 2026Q2: 28,350 shares; 2026Q3: 28,367 shares 28,367 $1.54M 0.09% +17 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 11,253 shares; 2025Q1: 11,253 shares; 2025Q2: 11,333 shares; 2025Q3: 10,822 shares; 2025Q4: 11,626 shares; 2026Q1: 11,508 shares; 2026Q2: 11,508 shares; 2026Q3: 11,211 shares 11,211 $1.54M 0.09% -297 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,644 shares; 2025Q1: 4,644 shares; 2025Q2: 4,807 shares; 2025Q3: 4,865 shares; 2025Q4: 4,946 shares; 2026Q1: 4,717 shares; 2026Q2: 4,650 shares; 2026Q3: 4,642 shares 4,642 $1.54M 0.09% -8 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,876 shares; 2025Q1: 5,876 shares; 2025Q2: 5,607 shares; 2025Q3: 5,608 shares; 2025Q4: 5,502 shares; 2026Q1: 5,336 shares; 2026Q2: 5,400 shares; 2026Q3: 5,742 shares 5,742 $1.52M 0.09% +342 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 28,492 shares; 2025Q1: 28,492 shares; 2025Q2: 27,584 shares; 2025Q3: 24,966 shares; 2025Q4: 21,505 shares; 2026Q1: 20,062 shares; 2026Q2: 20,077 shares; 2026Q3: 20,088 shares 20,088 $1.45M 0.09% +11 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,711 shares; 2025Q1: 5,711 shares; 2025Q2: 5,577 shares; 2025Q3: 5,313 shares; 2025Q4: 5,389 shares; 2026Q1: 5,520 shares; 2026Q2: 5,523 shares; 2026Q3: 7,506 shares 7,506 $1.39M 0.08% +1,983 Timeline LONZ PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 19,000 shares; 2025Q1: 19,000 shares; 2025Q2: 19,624 shares; 2025Q3: 20,762 shares; 2025Q4: 23,130 shares; 2026Q1: 23,577 shares; 2026Q2: 26,982 shares; 2026Q3: 28,179 shares 28,179 $1.39M 0.08% +1,197 Timeline NANR SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,415 shares; 2025Q4: 12,864 shares; 2026Q1: 14,191 shares; 2026Q2: 15,671 shares; 2026Q3: 15,995 shares 15,995 $1.34M 0.08% +324 Timeline RSPA INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 19,248 shares; 2026Q2: 19,809 shares; 2026Q3: 25,988 shares 25,988 $1.34M 0.08% +6,179 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 901 shares; 2025Q1: 901 shares; 2025Q2: 1,507 shares; 2025Q3: 1,595 shares; 2025Q4: 1,624 shares; 2026Q1: 1,624 shares; 2026Q2: 2,176 shares; 2026Q3: 2,095 shares 2,095 $1.28M 0.08% -81 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,916 shares; 2025Q1: 3,916 shares; 2025Q2: 3,857 shares; 2025Q3: 3,865 shares; 2025Q4: 4,046 shares; 2026Q1: 4,029 shares; 2026Q2: 3,891 shares; 2026Q3: 4,439 shares 4,439 $1.26M 0.08% +548 Timeline DVYE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 27,256 shares; 2025Q3: 29,571 shares; 2025Q4: 40,709 shares; 2026Q1: 35,017 shares; 2026Q2: 37,061 shares; 2026Q3: 36,293 shares 36,293 $1.23M 0.07% -768 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,654 shares; 2025Q1: 3,654 shares; 2025Q2: 3,742 shares; 2025Q3: 3,742 shares; 2025Q4: 4,151 shares; 2026Q1: 3,919 shares; 2026Q2: 3,886 shares; 2026Q3: 3,904 shares 3,904 $1.22M 0.07% +18 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,058 shares; 2025Q1: 3,058 shares; 2025Q2: 3,918 shares; 2025Q3: 3,961 shares; 2025Q4: 3,961 shares; 2026Q1: 3,962 shares; 2026Q2: 3,829 shares; 2026Q3: 3,829 shares 3,829 $1.22M 0.07% 0 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 7,383 shares; 2025Q1: 7,383 shares; 2025Q2: 8,800 shares; 2025Q3: 7,158 shares; 2025Q4: 9,708 shares; 2026Q1: 9,996 shares; 2026Q2: 9,996 shares; 2026Q3: 9,996 shares 9,996 $1.2M 0.07% 0 Timeline SPYD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 21,950 shares; 2026Q1: 23,599 shares; 2026Q2: 25,247 shares; 2026Q3: 25,794 shares 25,794 $1.17M 0.07% +547 Timeline QQQI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,622 shares; 2025Q3: 3,622 shares; 2025Q4: 3,707 shares; 2026Q1: 3,818 shares; 2026Q2: 19,304 shares; 2026Q3: 20,895 shares 20,895 $1.16M 0.07% +1,591 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 11,807 shares; 2025Q1: 11,807 shares; 2025Q2: 11,807 shares; 2025Q3: 11,807 shares; 2025Q4: 11,807 shares; 2026Q1: 11,599 shares; 2026Q2: 11,814 shares; 2026Q3: 11,814 shares 11,814 $1.15M 0.07% 0 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,751 shares; 2025Q1: 1,751 shares; 2025Q2: 1,761 shares; 2025Q3: 2,056 shares; 2025Q4: 2,056 shares; 2026Q1: 2,142 shares; 2026Q2: 12,563 shares; 2026Q3: 12,535 shares 12,535 $1.13M 0.07% -28 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,296 shares; 2025Q1: 4,296 shares; 2025Q2: 4,361 shares; 2025Q3: 4,063 shares; 2025Q4: 3,227 shares; 2026Q1: 3,017 shares; 2026Q2: 2,978 shares; 2026Q3: 2,878 shares 2,878 $1.12M 0.07% -100 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 798 shares; 2025Q1: 798 shares; 2025Q2: 951 shares; 2025Q3: 971 shares; 2025Q4: 1,046 shares; 2026Q1: 1,159 shares; 2026Q2: 1,159 shares; 2026Q3: 1,162 shares 1,162 $1.1M 0.07% +3 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,284 shares; 2025Q1: 2,284 shares; 2025Q2: 2,461 shares; 2025Q3: 2,631 shares; 2025Q4: 2,602 shares; 2026Q1: 2,813 shares; 2026Q2: 2,813 shares; 2026Q3: 3,114 shares 3,114 $1.09M 0.07% +301 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,800 shares; 2025Q1: 1,800 shares; 2025Q2: 1,782 shares; 2025Q3: 2,339 shares; 2025Q4: 4,680 shares; 2026Q1: 4,678 shares; 2026Q2: 5,003 shares; 2026Q3: 5,566 shares 5,566 $1.09M 0.07% +563 Timeline HACK AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 8,782 shares; 2025Q1: 8,782 shares; 2025Q2: 9,069 shares; 2025Q3: 17,216 shares; 2025Q4: 17,008 shares; 2026Q1: 9,826 shares; 2026Q2: 8,528 shares; 2026Q3: 8,528 shares 8,528 $1.03M 0.06% 0 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,586 shares; 2025Q1: 2,586 shares; 2025Q2: 2,586 shares; 2025Q3: 2,594 shares; 2025Q4: 2,594 shares; 2026Q1: 2,594 shares; 2026Q2: 2,594 shares; 2026Q3: 2,592 shares 2,592 $1.03M 0.06% -2 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,997 shares; 2025Q1: 2,997 shares; 2025Q2: 3,107 shares; 2025Q3: 3,126 shares; 2025Q4: 3,128 shares; 2026Q1: 3,083 shares; 2026Q2: 3,085 shares; 2026Q3: 4,658 shares 4,658 $1.02M 0.06% +1,573 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,654 shares; 2025Q1: 1,654 shares; 2025Q2: 2,485 shares; 2025Q3: 2,758 shares; 2025Q4: 2,817 shares; 2026Q1: 2,992 shares; 2026Q2: 2,945 shares; 2026Q3: 2,227 shares 2,227 $1.02M 0.06% -718 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 13,516 shares; 2025Q1: 13,516 shares; 2025Q2: 13,167 shares; 2025Q3: 12,942 shares; 2025Q4: 12,883 shares; 2026Q1: 12,816 shares; 2026Q2: 9,784 shares; 2026Q3: 9,437 shares 9,437 $981K 0.06% -347 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; 2024Q4: 8,341 shares; 2025Q1: 8,341 shares; 2025Q2: 8,293 shares; 2025Q3: 7,730 shares; 2025Q4: 7,730 shares; 2026Q1: 15,320 shares; 2026Q2: 15,320 shares; 2026Q3: 15,320 shares 15,320 $979K 0.06% 0 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 7,480 shares; 2025Q1: 7,480 shares; 2025Q2: 6,924 shares; 2025Q3: 6,925 shares; 2025Q4: 6,927 shares; 2026Q1: 6,928 shares; 2026Q2: 6,799 shares; 2026Q3: 6,614 shares 6,614 $969K 0.06% -185 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,033 shares; 2025Q1: 1,033 shares; 2025Q2: 1,046 shares; 2025Q3: 1,048 shares; 2025Q4: 1,181 shares; 2026Q1: 1,060 shares; 2026Q2: 1,059 shares; 2026Q3: 1,059 shares 1,059 $964K 0.06% 0 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,408 shares; 2025Q1: 5,408 shares; 2025Q2: 5,161 shares; 2025Q3: 5,154 shares; 2025Q4: 6,646 shares; 2026Q1: 6,559 shares; 2026Q2: 6,562 shares; 2026Q3: 6,525 shares 6,525 $948K 0.06% -37 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,149 shares; 2025Q1: 5,149 shares; 2025Q2: 4,037 shares; 2025Q3: 3,941 shares; 2025Q4: 4,500 shares; 2026Q1: 4,673 shares; 2026Q2: 4,609 shares; 2026Q3: 4,609 shares 4,609 $941K 0.06% 0 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 8,738 shares; 2025Q1: 8,738 shares; 2025Q2: 8,486 shares; 2025Q3: 8,397 shares; 2025Q4: 8,406 shares; 2026Q1: 7,908 shares; 2026Q2: 7,890 shares; 2026Q3: 7,911 shares 7,911 $939K 0.06% +21 Timeline XSVN BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 20,396 shares; 2025Q1: 20,396 shares; 2025Q2: 2,716 shares; 2025Q3: 138 shares; 2025Q4: 9,733 shares; 2026Q1: 51 shares; 2026Q2: 26 shares; 2026Q3: 21,013 shares 21,013 $938K 0.06% +20,987 Timeline SCHM SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 26,442 shares; 2025Q1: 26,442 shares; 2025Q2: 26,442 shares; 2025Q3: 26,442 shares; 2025Q4: 25,716 shares; 2026Q1: 24,990 shares; 2026Q2: 24,990 shares; 2026Q3: 26,587 shares 26,587 $904K 0.05% +1,597 Timeline IDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 16,690 shares; 2025Q3: 16,697 shares; 2025Q4: 19,364 shares; 2026Q1: 19,716 shares; 2026Q2: 21,452 shares; 2026Q3: 21,081 shares 21,081 $889K 0.05% -371 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; 2024Q4: 1,560 shares; 2025Q1: 1,560 shares; 2025Q2: 1,766 shares; 2025Q3: 1,829 shares; 2025Q4: 1,630 shares; 2026Q1: 1,633 shares; 2026Q2: 1,635 shares; 2026Q3: 1,630 shares 1,630 $877K 0.05% -5 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 9,806 shares; 2025Q1: 9,806 shares; 2025Q2: 9,309 shares; 2025Q3: 9,060 shares; 2025Q4: 8,661 shares; 2026Q1: 8,663 shares; 2026Q2: 8,560 shares; 2026Q3: 8,159 shares 8,159 $834K 0.05% -401 Timeline BAR GRANITESHARES GOLD TR More: the full row for GRANITESHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,992 shares; 2025Q4: 13,944 shares; 2026Q1: 13,399 shares; 2026Q2: 17,792 shares; 2026Q3: 20,360 shares 20,360 $833K 0.05% +2,568 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,342 shares; 2025Q1: 2,342 shares; 2025Q2: 2,209 shares; 2025Q3: 2,245 shares; 2025Q4: 2,238 shares; 2026Q1: 2,249 shares; 2026Q2: 2,236 shares; 2026Q3: 2,244 shares 2,244 $806K 0.05% +8 Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 20,093 shares; 2025Q1: 20,093 shares; 2025Q2: 858,782 shares; 2025Q3: 538,794 shares; 2025Q4: 538,099 shares; 2026Q1: 661,171 shares; 2026Q2: 14,494 shares; 2026Q3: 13,793 shares 13,793 $794K 0.05% -701 Timeline SPHY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 75,515 shares; 2025Q1: 75,515 shares; 2025Q2: 78,751 shares; 2025Q3: 81,242 shares; 2025Q4: 40,662 shares; 2026Q1: 35,597 shares; 2026Q2: 34,224 shares; 2026Q3: 34,329 shares 34,329 $776K 0.05% +105 Timeline VMRK VIVMARK RESIDENTIAL More: the full row for VIVMARK RESIDENTIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 12,627 shares 12,627 $767K 0.05% new Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,896 shares; 2025Q1: 6,896 shares; 2025Q2: 6,949 shares; 2025Q3: 6,772 shares; 2025Q4: 7,014 shares; 2026Q1: 7,113 shares; 2026Q2: 7,117 shares; 2026Q3: 7,120 shares 7,120 $766K 0.05% +3 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,062 shares; 2025Q1: 6,062 shares; 2025Q2: 5,611 shares; 2025Q3: 5,612 shares; 2025Q4: 5,615 shares; 2026Q1: 5,455 shares; 2026Q2: 5,456 shares; 2026Q3: 5,501 shares 5,501 $748K 0.05% +45 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,016 shares; 2025Q1: 1,016 shares; 2025Q2: 1,016 shares; 2025Q3: 1,039 shares; 2025Q4: 1,041 shares; 2026Q1: 1,007 shares; 2026Q2: 1,005 shares; 2026Q3: 1,095 shares 1,095 $739K 0.04% +90 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,437 shares; 2025Q1: 3,437 shares; 2025Q2: 3,302 shares; 2025Q3: 3,274 shares; 2025Q4: 3,278 shares; 2026Q1: 3,362 shares; 2026Q2: 3,349 shares; 2026Q3: 3,168 shares 3,168 $732K 0.04% -181 Timeline DTCR GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 15,542 shares; 2025Q1: 15,542 shares; 2025Q2: 15,571 shares; 2025Q3: 42,704 shares; 2025Q4: 48,554 shares; 2026Q1: 67,321 shares; 2026Q2: 27,803 shares; 2026Q3: 26,864 shares 26,864 $729K 0.04% -939 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 40,182 shares; 2025Q1: 40,182 shares; 2025Q2: 37,431 shares; 2025Q3: 33,781 shares; 2025Q4: 36,395 shares; 2026Q1: 32,806 shares; 2026Q2: 29,888 shares; 2026Q3: 29,579 shares 29,579 $722K 0.04% -309 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,381 shares; 2025Q1: 4,381 shares; 2025Q2: 3,493 shares; 2025Q3: 3,223 shares; 2025Q4: 3,335 shares; 2026Q1: 3,375 shares; 2026Q2: 3,985 shares; 2026Q3: 3,858 shares 3,858 $722K 0.04% -127 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,060 shares; 2025Q1: 2,060 shares; 2025Q2: 2,385 shares; 2025Q3: 2,295 shares; 2025Q4: 2,302 shares; 2026Q1: 2,311 shares; 2026Q2: 1,948 shares; 2026Q3: 1,956 shares 1,956 $718K 0.04% +8 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 819 shares; 2025Q1: 819 shares; 2025Q2: 895 shares; 2025Q3: 953 shares; 2025Q4: 1,283 shares; 2026Q1: 1,190 shares; 2026Q2: 1,137 shares; 2026Q3: 954 shares 954 $692K 0.04% -183 Timeline JEPQ J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,608 shares; 2025Q1: 5,608 shares; 2025Q2: 10,971 shares; 2025Q3: 10,759 shares; 2025Q4: 11,057 shares; 2026Q1: 11,153 shares; 2026Q2: 11,110 shares; 2026Q3: 11,166 shares 11,166 $684K 0.04% +56 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 205 shares; 2025Q1: 205 shares; 2025Q2: 331 shares; 2025Q3: 323 shares; 2025Q4: 212 shares; 2026Q1: 2,609 shares; 2026Q2: 2,597 shares; 2026Q3: 2,022 shares 2,022 $658K 0.04% -575 Timeline PPA INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,376 shares; 2025Q1: 3,376 shares; 2025Q2: 4,222 shares; 2025Q3: 4,223 shares; 2025Q4: 4,223 shares; 2026Q1: 4,223 shares; 2026Q2: 4,223 shares; 2026Q3: 4,241 shares 4,241 $656K 0.04% +18 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,977 shares; 2025Q1: 3,977 shares; 2025Q2: 3,878 shares; 2025Q3: 3,575 shares; 2025Q4: 3,468 shares; 2026Q1: 3,354 shares; 2026Q2: 3,356 shares; 2026Q3: 3,357 shares 3,357 $648K 0.04% +1 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,398 shares; 2025Q1: 6,398 shares; 2025Q2: 6,339 shares; 2025Q3: 6,302 shares; 2025Q4: 6,365 shares; 2026Q1: 6,261 shares; 2026Q2: 6,275 shares; 2026Q3: 5,673 shares 5,673 $647K 0.04% -602 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 366 shares; 2025Q1: 366 shares; 2025Q2: 288 shares; 2025Q3: 197 shares; 2025Q4: 187 shares; 2026Q1: 1,692 shares; 2026Q2: 1,418 shares; 2026Q3: 1,599 shares 1,599 $635K 0.04% +181 Timeline RWL INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,959 shares; 2025Q1: 4,959 shares; 2025Q2: 4,859 shares; 2025Q3: 4,859 shares; 2025Q4: 4,859 shares; 2026Q1: 4,859 shares; 2026Q2: 4,859 shares; 2026Q3: 4,859 shares 4,859 $625K 0.04% 0 Timeline SHV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,611 shares; 2025Q1: 6,611 shares; 2025Q2: 4,451 shares; 2025Q3: 6,245 shares; 2025Q4: 5,800 shares; 2026Q1: 5,720 shares; 2026Q2: 5,497 shares; 2026Q3: 5,405 shares 5,405 $596K 0.04% -92 Timeline SPXT PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 129,125 shares; 2025Q3: 131,541 shares; 2025Q4: 136,832 shares; 2026Q1: 220,005 shares; 2026Q2: 5,349 shares; 2026Q3: 5,493 shares 5,493 $588K 0.04% +144 Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 12,087 shares; 2025Q1: 12,087 shares; 2025Q2: 8,993 shares; 2025Q3: 8,819 shares; 2025Q4: 8,836 shares; 2026Q1: 8,853 shares; 2026Q2: 8,870 shares; 2026Q3: 8,867 shares 8,867 $569K 0.03% -3 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; 2024Q4: 15,199 shares; 2025Q1: 15,199 shares; 2025Q2: 15,636 shares; 2025Q3: 15,652 shares; 2025Q4: 16,370 shares; 2026Q1: 16,385 shares; 2026Q2: 17,111 shares; 2026Q3: 17,413 shares 17,413 $566K 0.03% +302 Timeline TER TERADYNE INC More: the full row for TERADYNE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 713 shares; 2025Q1: 713 shares; 2025Q2: 1,228 shares; 2025Q3: 1,199 shares; 2025Q4: 1,322 shares; 2026Q1: 1,219 shares; 2026Q2: 2,002 shares; 2026Q3: 1,403 shares 1,403 $562K 0.03% -599 Timeline CHAT TIDAL TRUST II More: the full row for TIDAL TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 56 shares; 2025Q3: 56 shares; 2025Q4: 4,066 shares; 2026Q1: 7,329 shares; 2026Q2: 6,231 shares; 2026Q3: 6,020 shares 6,020 $554K 0.03% -211 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 9,329 shares; 2025Q1: 9,329 shares; 2025Q2: 8,687 shares; 2025Q3: 8,725 shares; 2025Q4: 9,110 shares; 2026Q1: 8,636 shares; 2026Q2: 8,169 shares; 2026Q3: 8,204 shares 8,204 $552K 0.03% +35 Timeline PHYS SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 7,796 shares; 2025Q1: 7,796 shares; 2025Q2: 11,794 shares; 2025Q3: 16,031 shares; 2025Q4: 17,591 shares; 2026Q1: 17,591 shares; 2026Q2: 17,591 shares; 2026Q3: 17,591 shares 17,591 $550K 0.03% 0 Timeline VBIL VANGUARD INSTL INDEX FD More: the full row for VANGUARD INSTL INDEX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,260,586 shares; 2025Q3: 1,280,789 shares; 2025Q4: 664,698 shares; 2026Q1: 1,225,424 shares; 2026Q2: 967,024 shares; 2026Q3: 7,261 shares 7,261 $550K 0.03% -959,763 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 9,820 shares; 2025Q1: 9,820 shares; 2025Q2: 8,305 shares; 2025Q3: 8,182 shares; 2025Q4: 7,896 shares; 2026Q1: 7,896 shares; 2026Q2: 7,896 shares; 2026Q3: 7,896 shares 7,896 $532K 0.03% 0 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,352 shares; 2025Q1: 3,352 shares; 2025Q2: 3,705 shares; 2025Q3: 3,705 shares; 2025Q4: 3,705 shares; 2026Q1: 3,705 shares; 2026Q2: 3,705 shares; 2026Q3: 3,705 shares 3,705 $527K 0.03% 0 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; 2024Q4: 10,329 shares; 2025Q1: 10,329 shares; 2025Q2: 9,014 shares; 2025Q3: 9,016 shares; 2025Q4: 8,664 shares; 2026Q1: 8,666 shares; 2026Q2: 8,666 shares; 2026Q3: 8,518 shares 8,518 $516K 0.03% -148 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 468 shares; 2025Q1: 468 shares; 2025Q2: 512 shares; 2025Q3: 513 shares; 2025Q4: 507 shares; 2026Q1: 558 shares; 2026Q2: 563 shares; 2026Q3: 571 shares 571 $514K 0.03% +8 Timeline ESGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,364 shares; 2025Q1: 3,364 shares; 2025Q2: 3,879 shares; 2025Q3: 3,852 shares; 2025Q4: 4,111 shares; 2026Q1: 4,146 shares; 2026Q2: 3,816 shares; 2026Q3: 3,764 shares 3,764 $510K 0.03% -52 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 17,240 shares; 2025Q1: 17,240 shares; 2025Q2: 16,964 shares; 2025Q3: 17,015 shares; 2025Q4: 17,062 shares; 2026Q1: 17,088 shares; 2026Q2: 17,129 shares; 2026Q3: 17,152 shares 17,152 $503K 0.03% +23 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 7,604 shares; 2025Q1: 7,604 shares; 2025Q2: 7,653 shares; 2025Q3: 7,183 shares; 2025Q4: 7,218 shares; 2026Q1: 5,680 shares; 2026Q2: 6,196 shares; 2026Q3: 4,973 shares 4,973 $503K 0.03% -1,223 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,019 shares; 2025Q1: 5,019 shares; 2025Q2: 4,725 shares; 2025Q3: 4,637 shares; 2025Q4: 4,637 shares; 2026Q1: 4,309 shares; 2026Q2: 4,227 shares; 2026Q3: 3,910 shares 3,910 $495K 0.03% -317 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 694 shares; 2025Q1: 694 shares; 2025Q2: 696 shares; 2025Q3: 702 shares; 2025Q4: 721 shares; 2026Q1: 5,483 shares; 2026Q2: 1,455,422 shares; 2026Q3: 9,929 shares 9,929 $489K 0.03% -1,445,493 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 142 shares; 2025Q1: 142 shares; 2025Q2: 65 shares; 2025Q3: 65 shares; 2025Q4: 65 shares; 2026Q1: 1,368 shares; 2026Q2: 1,438 shares; 2026Q3: 1,366 shares 1,366 $488K 0.03% -72 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 17,087 shares; 2025Q1: 17,087 shares; 2025Q2: 16,906 shares; 2025Q3: 16,974 shares; 2025Q4: 17,041 shares; 2026Q1: 16,702 shares; 2026Q2: 16,759 shares; 2026Q3: 15,818 shares 15,818 $477K 0.03% -941 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 10,369 shares; 2025Q1: 10,369 shares; 2025Q2: 10,718 shares; 2025Q3: 10,369 shares; 2025Q4: 10,369 shares; 2026Q1: 10,170 shares; 2026Q2: 10,171 shares; 2026Q3: 10,172 shares 10,172 $473K 0.03% +1 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,747 shares; 2025Q1: 1,747 shares; 2025Q2: 2,235 shares; 2025Q3: 2,236 shares; 2025Q4: 2,237 shares; 2026Q1: 2,204 shares; 2026Q2: 2,205 shares; 2026Q3: 2,121 shares 2,121 $458K 0.03% -84 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 8,161 shares; 2025Q1: 8,161 shares; 2025Q2: 11,222 shares; 2025Q3: 10,217 shares; 2025Q4: 11,916 shares; 2026Q1: 12,670 shares; 2026Q2: 12,749 shares; 2026Q3: 12,830 shares 12,830 $457K 0.03% +81 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 8,075 shares; 2025Q1: 8,075 shares; 2025Q2: 6,921 shares; 2025Q3: 6,921 shares; 2025Q4: 6,917 shares; 2026Q1: 4,117 shares; 2026Q2: 4,117 shares; 2026Q3: 4,134 shares 4,134 $453K 0.03% +17 Timeline SRLN SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 11,013 shares; 2025Q1: 11,013 shares; 2025Q2: 12,657 shares; 2025Q3: 12,654 shares; 2025Q4: 13,374 shares; 2026Q1: 11,704 shares; 2026Q2: 10,853 shares; 2026Q3: 10,853 shares 10,853 $438K 0.03% 0 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,054 shares; 2025Q1: 2,054 shares; 2025Q2: 2,115 shares; 2025Q3: 2,108 shares; 2025Q4: 2,109 shares; 2026Q1: 1,941 shares; 2026Q2: 1,756 shares; 2026Q3: 1,765 shares 1,765 $437K 0.03% +9 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,601 shares; 2025Q1: 1,601 shares; 2025Q2: 1,103 shares; 2025Q3: 1,104 shares; 2025Q4: 1,104 shares; 2026Q1: 1,319 shares; 2026Q2: 1,599 shares; 2026Q3: 1,569 shares 1,569 $436K 0.03% -30 Timeline IRM IRON MTN INC DEL More: the full row for IRON MTN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,335 shares; 2025Q1: 4,335 shares; 2025Q2: 4,335 shares; 2025Q3: 4,335 shares; 2025Q4: 4,335 shares; 2026Q1: 3,894 shares; 2026Q2: 3,894 shares; 2026Q3: 3,894 shares 3,894 $432K 0.03% 0 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,617 shares; 2025Q1: 3,617 shares; 2025Q2: 5,558 shares; 2025Q3: 5,558 shares; 2025Q4: 5,558 shares; 2026Q1: 5,558 shares; 2026Q2: 5,558 shares; 2026Q3: 5,558 shares 5,558 $419K 0.03% 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; 2024Q4: 2,050 shares; 2025Q1: 2,050 shares; 2025Q2: 1,250 shares; 2025Q3: 1,526 shares; 2025Q4: 1,458 shares; 2026Q1: 1,423 shares; 2026Q2: 1,425 shares; 2026Q3: 1,470 shares 1,470 $418K 0.03% +45 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,330 shares; 2025Q1: 4,330 shares; 2025Q2: 3,903 shares; 2025Q3: 3,906 shares; 2025Q4: 4,389 shares; 2026Q1: 4,392 shares; 2026Q2: 4,215 shares; 2026Q3: 4,219 shares 4,219 $417K 0.03% +4 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,977 shares; 2026Q3: 1,971 shares 1,971 $416K 0.03% -6 Timeline VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 9,512 shares; 2025Q1: 9,512 shares; 2025Q2: 18,035 shares; 2025Q3: 17,656 shares; 2025Q4: 17,850 shares; 2026Q1: 18,631 shares; 2026Q2: 26,704 shares; 2026Q3: 7,189 shares 7,189 $407K 0.02% -19,515 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 445,056 shares; 2025Q3: 450,646 shares; 2025Q4: 453,795 shares; 2026Q1: 8,954 shares; 2026Q2: 4,053 shares; 2026Q3: 4,027 shares 4,027 $399K 0.02% -26 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,278 shares; 2025Q1: 1,278 shares; 2025Q2: 1,367 shares; 2025Q3: 1,369 shares; 2025Q4: 1,357 shares; 2026Q1: 1,356 shares; 2026Q2: 1,309 shares; 2026Q3: 1,308 shares 1,308 $398K 0.02% -1 Timeline MFC MANULIFE FINL CORP More: the full row for MANULIFE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,084 shares; 2025Q1: 5,084 shares; 2025Q2: 5,084 shares; 2025Q3: 5,551 shares; 2025Q4: 7,395 shares; 2026Q1: 7,395 shares; 2026Q2: 8,372 shares; 2026Q3: 9,298 shares 9,298 $396K 0.02% +926 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 18,527 shares; 2025Q1: 18,527 shares; 2025Q2: 8,334 shares; 2025Q3: 8,355 shares; 2025Q4: 9,516 shares; 2026Q1: 2,763 shares; 2026Q2: 14,047 shares; 2026Q3: 14,157 shares 14,157 $396K 0.02% +110 Timeline EWJ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,080 shares; 2025Q1: 1,080 shares; 2025Q2: 365,133 shares; 2025Q3: 370,161 shares; 2025Q4: 379,420 shares; 2026Q1: 8,485 shares; 2026Q2: 4,417 shares; 2026Q3: 3,991 shares 3,991 $389K 0.02% -426 Timeline HPQ HP INC More: the full row for HP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,827 shares; 2025Q1: 6,827 shares; 2025Q2: 4,843 shares; 2025Q3: 4,843 shares; 2025Q4: 4,843 shares; 2026Q1: 12,433 shares; 2026Q2: 12,433 shares; 2026Q3: 12,433 shares 12,433 $389K 0.02% 0 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,432 shares; 2025Q1: 3,432 shares; 2025Q2: 2,417 shares; 2025Q3: 2,453 shares; 2025Q4: 2,453 shares; 2026Q1: 2,407 shares; 2026Q2: 2,407 shares; 2026Q3: 2,029 shares 2,029 $387K 0.02% -378 Timeline CPK CHESAPEAKE UTILS CORP More: the full row for CHESAPEAKE UTILS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,000 shares; 2025Q4: 3,000 shares; 2026Q1: 3,000 shares; 2026Q2: 3,000 shares; 2026Q3: 3,000 shares 3,000 $385K 0.02% 0 Timeline HMOP HARTFORD FDS EXCHANGE TRADED More: the full row for HARTFORD FDS EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 10,500 shares; 2025Q1: 10,500 shares; 2025Q2: 10,500 shares; 2025Q3: 10,500 shares; 2025Q4: 10,500 shares; 2026Q1: 10,500 shares; 2026Q2: 10,350 shares; 2026Q3: 10,350 shares 10,350 $381K 0.02% 0 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 521 shares; 2025Q1: 521 shares; 2025Q2: 493 shares; 2025Q3: 493 shares; 2025Q4: 558 shares; 2026Q1: 358 shares; 2026Q2: 358 shares; 2026Q3: 359 shares 359 $380K 0.02% +1 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 7,508 shares; 2025Q1: 7,508 shares; 2025Q2: 7,271 shares; 2025Q3: 7,271 shares; 2025Q4: 7,823 shares; 2026Q1: 8,123 shares; 2026Q2: 8,123 shares; 2026Q3: 8,123 shares 8,123 $378K 0.02% 0 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,765 shares; 2025Q1: 5,765 shares; 2025Q2: 5,772 shares; 2025Q3: 5,775 shares; 2025Q4: 5,609 shares; 2026Q1: 5,346 shares; 2026Q2: 5,351 shares; 2026Q3: 4,525 shares 4,525 $375K 0.02% -826 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 645 shares; 2025Q1: 645 shares; 2025Q2: 642 shares; 2025Q3: 616 shares; 2025Q4: 6,999 shares; 2026Q1: 5,886 shares; 2026Q2: 6,068 shares; 2026Q3: 5,259 shares 5,259 $366K 0.02% -809 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,238 shares; 2025Q1: 1,238 shares; 2025Q2: 1,238 shares; 2025Q3: 1,238 shares; 2025Q4: 1,238 shares; 2026Q1: 1,238 shares; 2026Q2: 1,238 shares; 2026Q3: 1,179 shares 1,179 $364K 0.02% -59 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 564 shares; 2025Q1: 564 shares; 2025Q2: 564 shares; 2025Q3: 564 shares; 2025Q4: 564 shares; 2026Q1: 564 shares; 2026Q2: 564 shares; 2026Q3: 565 shares 565 $363K 0.02% +1 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; 2024Q4: 2,530 shares; 2025Q1: 2,530 shares; 2025Q2: 3,104 shares; 2025Q3: 3,126 shares; 2025Q4: 5,852 shares; 2026Q1: 6,046 shares; 2026Q2: 6,548 shares; 2026Q3: 6,594 shares 6,594 $358K 0.02% +46 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; 2024Q4: 13,900 shares; 2025Q1: 13,900 shares; 2025Q2: 14,048 shares; 2025Q3: 12,142 shares; 2025Q4: 11,198 shares; 2026Q1: 11,290 shares; 2026Q2: 11,134 shares; 2026Q3: 11,162 shares 11,162 $357K 0.02% +28 Timeline NBIS NEBIUS GROUP N.V. More: the full row for NEBIUS GROUP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 60 shares; 2025Q3: 60 shares; 2025Q4: 360 shares; 2026Q1: 360 shares; 2026Q2: 1,530 shares; 2026Q3: 1,510 shares 1,510 $356K 0.02% -20 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; 2024Q4: 239 shares; 2025Q1: 239 shares; 2025Q2: 287 shares; 2025Q3: 275 shares; 2025Q4: 280 shares; 2026Q1: 280 shares; 2026Q2: 330 shares; 2026Q3: 1,333 shares 1,333 $353K 0.02% +1,003 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,630 shares; 2025Q1: 4,630 shares; 2025Q2: 4,537 shares; 2025Q3: 4,690 shares; 2025Q4: 4,690 shares; 2026Q1: 4,690 shares; 2026Q2: 4,622 shares; 2026Q3: 4,622 shares 4,622 $350K 0.02% 0 Timeline WPM WHEATON PRECIOUS METALS CORP More: the full row for WHEATON PRECIOUS METALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 300 shares; 2025Q1: 300 shares; 2025Q2: 1,454 shares; 2025Q3: 1,650 shares; 2025Q4: 1,454 shares; 2026Q1: 1,454 shares; 2026Q2: 2,616 shares; 2026Q3: 2,616 shares 2,616 $350K 0.02% 0 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,051 shares; 2025Q1: 1,051 shares; 2025Q2: 1,051 shares; 2025Q3: 1,051 shares; 2025Q4: 1,051 shares; 2026Q1: 1,051 shares; 2026Q2: 1,051 shares; 2026Q3: 1,051 shares 1,051 $349K 0.02% 0 Timeline HR HEALTHCARE RLTY TR More: the full row for HEALTHCARE RLTY TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 25,263 shares; 2025Q1: 25,263 shares; 2025Q2: 22,689 shares; 2025Q3: 22,152 shares; 2025Q4: 22,074 shares; 2026Q1: 20,547 shares; 2026Q2: 19,443 shares; 2026Q3: 19,489 shares 19,489 $346K 0.02% +46 Timeline FIX COMFORT SYS USA INC More: the full row for COMFORT SYS USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10 shares; 2025Q3: 272 shares; 2025Q4: 283 shares; 2026Q1: 353 shares; 2026Q2: 364 shares; 2026Q3: 209 shares 209 $346K 0.02% -155 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 375 shares; 2025Q1: 375 shares; 2025Q2: 365 shares; 2025Q3: 401 shares; 2025Q4: 401 shares; 2026Q1: 401 shares; 2026Q2: 401 shares; 2026Q3: 401 shares 401 $342K 0.02% 0 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 962 shares; 2025Q1: 962 shares; 2025Q2: 1,019 shares; 2025Q3: 1,019 shares; 2025Q4: 1,019 shares; 2026Q1: 1,019 shares; 2026Q2: 2,660 shares; 2026Q3: 2,662 shares 2,662 $333K 0.02% +2 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,812 shares; 2026Q3: 4,009 shares 4,009 $333K 0.02% +197 Timeline UFOX ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,877 shares; 2025Q1: 3,877 shares; 2025Q2: 3,882 shares; 2025Q3: 3,884 shares; 2025Q4: 3,886 shares; 2026Q1: 3,888 shares; 2026Q2: 3,889 shares; 2026Q3: 3,890 shares 3,890 $331K 0.02% +1 Timeline SI SHOULDER INNOVATIONS INC More: the full row for SHOULDER INNOVATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 17,290 shares; 2026Q3: 17,290 shares 17,290 $327K 0.02% 0 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,152 shares; 2025Q1: 2,152 shares; 2025Q2: 2,014 shares; 2025Q3: 2,020 shares; 2025Q4: 2,027 shares; 2026Q1: 1,726 shares; 2026Q2: 1,730 shares; 2026Q3: 1,729 shares 1,729 $318K 0.02% -1 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,110 shares; 2025Q1: 2,110 shares; 2025Q2: 960 shares; 2025Q3: 979 shares; 2025Q4: 979 shares; 2026Q1: 954 shares; 2026Q2: 954 shares; 2026Q3: 965 shares 965 $317K 0.02% +11 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,445 shares; 2025Q1: 3,445 shares; 2025Q2: 3,698 shares; 2025Q3: 3,603 shares; 2025Q4: 3,610 shares; 2026Q1: 3,311 shares; 2026Q2: 3,317 shares; 2026Q3: 2,820 shares 2,820 $316K 0.02% -497 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,709 shares; 2025Q1: 1,709 shares; 2025Q2: 1,638 shares; 2025Q3: 1,638 shares; 2025Q4: 1,645 shares; 2026Q1: 1,638 shares; 2026Q2: 1,638 shares; 2026Q3: 1,638 shares 1,638 $308K 0.02% 0 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,078 shares; 2025Q1: 4,078 shares; 2025Q2: 8,935 shares; 2025Q3: 9,004 shares; 2025Q4: 8,903 shares; 2026Q1: 8,522 shares; 2026Q2: 7,041 shares; 2026Q3: 6,978 shares 6,978 $305K 0.02% -63 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; 2024Q4: 7,839 shares; 2025Q1: 7,839 shares; 2025Q2: 7,839 shares; 2025Q3: 7,924 shares; 2025Q4: 7,924 shares; 2026Q1: 7,751 shares; 2026Q2: 7,751 shares; 2026Q3: 7,751 shares 7,751 $304K 0.02% 0 Timeline MTB M & T BK CORP More: the full row for M & T BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,632 shares; 2025Q1: 1,632 shares; 2025Q2: 1,436 shares; 2025Q3: 1,383 shares; 2025Q4: 1,383 shares; 2026Q1: 1,418 shares; 2026Q2: 1,395 shares; 2026Q3: 1,383 shares 1,383 $301K 0.02% -12 Timeline AXON AXON ENTERPRISE INC More: the full row for AXON ENTERPRISE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 41 shares; 2025Q1: 41 shares; 2025Q2: 710 shares; 2025Q3: 700 shares; 2025Q4: 700 shares; 2026Q1: 700 shares; 2026Q2: 767 shares; 2026Q3: 706 shares 706 $298K 0.02% -61 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,025 shares; 2025Q1: 6,025 shares; 2025Q2: 8,920 shares; 2025Q3: 7,156 shares; 2025Q4: 10,484 shares; 2026Q1: 10,360 shares; 2026Q2: 10,400 shares; 2026Q3: 10,442 shares 10,442 $298K 0.02% +42 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,331 shares; 2025Q1: 1,331 shares; 2025Q2: 1,303 shares; 2025Q3: 1,303 shares; 2025Q4: 1,303 shares; 2026Q1: 1,303 shares; 2026Q2: 1,303 shares; 2026Q3: 1,303 shares 1,303 $297K 0.02% 0 Timeline AMLP ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 12,804 shares; 2025Q1: 12,804 shares; 2025Q2: 14,558 shares; 2025Q3: 11,058 shares; 2025Q4: 7,556 shares; 2026Q1: 7,594 shares; 2026Q2: 7,423 shares; 2026Q3: 5,704 shares 5,704 $296K 0.02% -1,719 Timeline LEN LENNAR CORP More: the full row for LENNAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 183 shares; 2025Q1: 183 shares; 2025Q2: 77 shares; 2025Q3: 83 shares; 2025Q4: 49 shares; 2026Q1: 3,607 shares; 2026Q2: 3,607 shares; 2026Q3: 3,607 shares 3,607 $294K 0.02% 0 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,768 shares; 2025Q1: 1,768 shares; 2025Q2: 1,768 shares; 2025Q3: 1,674 shares; 2025Q4: 1,881 shares; 2026Q1: 1,880 shares; 2026Q2: 1,632 shares; 2026Q3: 1,591 shares 1,591 $293K 0.02% -41 Timeline ROBO EXCHANGE TRADED CONCEPTS TRU More: the full row for EXCHANGE TRADED CONCEPTS TRU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 156,078 shares; 2025Q4: 161,977 shares; 2026Q1: 6,842 shares; 2026Q2: 217,296 shares; 2026Q3: 3,587 shares 3,587 $289K 0.02% -213,709 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,897 shares; 2025Q1: 3,897 shares; 2025Q2: 3,875 shares; 2025Q3: 3,878 shares; 2025Q4: 3,828 shares; 2026Q1: 3,091 shares; 2026Q2: 3,043 shares; 2026Q3: 2,747 shares 2,747 $288K 0.02% -296 Timeline HONA HONEYWELL AEROSPACE INC More: the full row for HONEYWELL AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,970 shares; 2026Q3: 1,857 shares 1,857 $288K 0.02% -113 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 856 shares; 2025Q1: 856 shares; 2025Q2: 2,716 shares; 2025Q3: 2,716 shares; 2025Q4: 2,716 shares; 2026Q1: 2,716 shares; 2026Q2: 2,716 shares; 2026Q3: 2,716 shares 2,716 $282K 0.02% 0 Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,873 shares; 2025Q1: 6,873 shares; 2025Q2: 6,252 shares; 2025Q3: 6,259 shares; 2025Q4: 6,265 shares; 2026Q1: 6,272 shares; 2026Q2: 6,279 shares; 2026Q3: 6,285 shares 6,285 $279K 0.02% +6 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,245 shares; 2025Q1: 3,245 shares; 2025Q2: 2,557 shares; 2025Q3: 2,294 shares; 2025Q4: 2,294 shares; 2026Q1: 2,244 shares; 2026Q2: 2,244 shares; 2026Q3: 2,212 shares 2,212 $277K 0.02% -32 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 906 shares; 2025Q1: 906 shares; 2025Q2: 445 shares; 2025Q3: 445 shares; 2025Q4: 445 shares; 2026Q1: 275 shares; 2026Q2: 541 shares; 2026Q3: 485 shares 485 $276K 0.02% -56 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 604 shares; 2025Q1: 604 shares; 2025Q2: 621 shares; 2025Q3: 621 shares; 2025Q4: 621 shares; 2026Q1: 621 shares; 2026Q2: 621 shares; 2026Q3: 621 shares 621 $270K 0.02% 0 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,637 shares; 2025Q1: 2,637 shares; 2025Q2: 1,833 shares; 2025Q3: 1,833 shares; 2025Q4: 1,833 shares; 2026Q1: 1,833 shares; 2026Q2: 1,833 shares; 2026Q3: 1,833 shares 1,833 $266K 0.02% 0 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 708 shares; 2025Q1: 708 shares; 2025Q2: 783 shares; 2025Q3: 783 shares; 2025Q4: 794 shares; 2026Q1: 969 shares; 2026Q2: 913 shares; 2026Q3: 746 shares 746 $265K 0.02% -167 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 471 shares; 2025Q1: 471 shares; 2025Q2: 926 shares; 2025Q3: 926 shares; 2025Q4: 1,775 shares; 2026Q1: 1,775 shares; 2026Q2: 1,775 shares; 2026Q3: 1,775 shares 1,775 $264K 0.02% 0 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 919 shares; 2025Q1: 919 shares; 2025Q2: 919 shares; 2025Q3: 919 shares; 2025Q4: 919 shares; 2026Q1: 959 shares; 2026Q2: 959 shares; 2026Q3: 984 shares 984 $261K 0.02% +25 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,148 shares; 2025Q1: 6,148 shares; 2025Q2: 5,181 shares; 2025Q3: 5,191 shares; 2025Q4: 4,602 shares; 2026Q1: 4,610 shares; 2026Q2: 4,009 shares; 2026Q3: 4,121 shares 4,121 $257K 0.02% +112 Timeline VDE VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 910 shares; 2025Q1: 910 shares; 2025Q2: 1,482 shares; 2025Q3: 1,484 shares; 2025Q4: 1,486 shares; 2026Q1: 1,487 shares; 2026Q2: 1,489 shares; 2026Q3: 1,491 shares 1,491 $257K 0.02% +2 Timeline SPCX SPACE EXPLORATION TECHN CORP More: the full row for SPACE EXPLORATION TECHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,129 shares; 2026Q3: 1,698 shares 1,698 $256K 0.02% +569 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 372 shares; 2025Q1: 372 shares; 2025Q2: 218 shares; 2025Q3: 505 shares; 2025Q4: 514 shares; 2026Q1: 484 shares; 2026Q2: 1,252 shares; 2026Q3: 1,250 shares 1,250 $254K 0.02% -2 Timeline VONG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,199 shares; 2025Q1: 1,199 shares; 2025Q2: 1,307 shares; 2025Q3: 1,307 shares; 2025Q4: 1,300 shares; 2026Q1: 1,300 shares; 2026Q2: 1,300 shares; 2026Q3: 1,972 shares 1,972 $254K 0.02% +672 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 912 shares; 2025Q1: 912 shares; 2025Q2: 889 shares; 2025Q3: 819 shares; 2025Q4: 807 shares; 2026Q1: 779 shares; 2026Q2: 779 shares; 2026Q3: 779 shares 779 $252K 0.02% 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; 2024Q4: 566 shares; 2025Q1: 566 shares; 2025Q2: 540 shares; 2025Q3: 576 shares; 2025Q4: 561 shares; 2026Q1: 579 shares; 2026Q2: 513 shares; 2026Q3: 483 shares 483 $250K 0.02% -30 Timeline SNSR GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,726 shares; 2025Q1: 6,726 shares; 2025Q2: 6,184 shares; 2025Q3: 4,983 shares; 2025Q4: 4,983 shares; 2026Q1: 4,983 shares; 2026Q2: 4,983 shares; 2026Q3: 4,983 shares 4,983 $243K 0.01% 0 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,188 shares; 2025Q1: 1,188 shares; 2025Q2: 1,198 shares; 2025Q3: 1,031 shares; 2025Q4: 1,034 shares; 2026Q1: 1,037 shares; 2026Q2: 1,039 shares; 2026Q3: 1,040 shares 1,040 $243K 0.01% +1 Timeline AGNC AGNC INVT CORP More: the full row for AGNC INVT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 18,505 shares; 2025Q1: 18,505 shares; 2025Q2: 22,734 shares; 2025Q3: 27,283 shares; 2025Q4: 29,013 shares; 2026Q1: 28,455 shares; 2026Q2: 28,490 shares; 2026Q3: 26,432 shares 26,432 $240K 0.01% -2,058 Timeline SNDA SONIDA SENIOR LIVING INC More: the full row for SONIDA SENIOR LIVING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,588 shares; 2026Q2: 7,569 shares; 2026Q3: 6,280 shares 6,280 $236K 0.01% -1,289 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,967 shares; 2025Q1: 1,967 shares; 2025Q2: 1,967 shares; 2025Q3: 1,967 shares; 2025Q4: 1,967 shares; 2026Q1: 1,967 shares; 2026Q2: 1,967 shares; 2026Q3: 1,967 shares 1,967 $236K 0.01% 0 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,606 shares; 2025Q1: 1,606 shares; 2025Q2: 1,606 shares; 2025Q3: 1,606 shares; 2025Q4: 1,606 shares; 2026Q1: 1,606 shares; 2026Q2: 1,606 shares; 2026Q3: 1,578 shares 1,578 $235K 0.01% -28 Timeline PNW PINNACLE WEST CAP CORP More: the full row for PINNACLE WEST CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,526 shares; 2025Q1: 2,526 shares; 2025Q2: 2,526 shares; 2025Q3: 2,526 shares; 2025Q4: 2,526 shares; 2026Q1: 2,526 shares; 2026Q2: 2,526 shares; 2026Q3: 2,526 shares 2,526 $235K 0.01% 0 Timeline NLY ANNALY CAPITAL MANAGEMENT IN More: the full row for ANNALY CAPITAL MANAGEMENT IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 9,121 shares; 2025Q1: 9,121 shares; 2025Q2: 12,109 shares; 2025Q3: 12,724 shares; 2025Q4: 13,542 shares; 2026Q1: 13,279 shares; 2026Q2: 13,293 shares; 2026Q3: 12,334 shares 12,334 $233K 0.01% -959 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,483 shares; 2025Q1: 1,483 shares; 2025Q2: 1,361 shares; 2025Q3: 1,272 shares; 2025Q4: 1,240 shares; 2026Q1: 993 shares; 2026Q2: 993 shares; 2026Q3: 893 shares 893 $228K 0.01% -100 Timeline CPSU CALAMOS ETF TR More: the full row for CALAMOS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 8,115 shares; 2026Q3: 8,115 shares 8,115 $226K 0.01% 0 Timeline FLBR FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,902 shares; 2025Q3: 7,841 shares; 2025Q4: 7,522 shares; 2026Q1: 4,730 shares; 2026Q2: 7,124 shares; 2026Q3: 9,374 shares 9,374 $219K 0.01% +2,250 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,459 shares; 2025Q1: 1,459 shares; 2025Q2: 2,257 shares; 2025Q3: 2,250 shares; 2025Q4: 12,080 shares; 2026Q1: 3,877 shares; 2026Q2: 3,952 shares; 2026Q3: 3,952 shares 3,952 $215K 0.01% 0 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 422 shares; 2025Q1: 422 shares; 2025Q2: 377 shares; 2025Q3: 450 shares; 2025Q4: 456 shares; 2026Q1: 453 shares; 2026Q2: 365 shares; 2026Q3: 388 shares 388 $214K 0.01% +23 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,263 shares; 2025Q1: 2,263 shares; 2025Q2: 2,201 shares; 2025Q3: 2,201 shares; 2025Q4: 2,201 shares; 2026Q1: 2,201 shares; 2026Q2: 2,201 shares; 2026Q3: 2,201 shares 2,201 $213K 0.01% 0 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,968 shares; 2025Q1: 1,968 shares; 2025Q2: 2,419 shares; 2025Q3: 1,827 shares; 2025Q4: 1,828 shares; 2026Q1: 1,832 shares; 2026Q2: 1,836 shares; 2026Q3: 1,863 shares 1,863 $212K 0.01% +27 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 17,157 shares; 2025Q1: 17,157 shares; 2025Q2: 20,407 shares; 2025Q3: 17,989 shares; 2025Q4: 17,208 shares; 2026Q1: 15,047 shares; 2026Q2: 17,332 shares; 2026Q3: 17,376 shares 17,376 $210K 0.01% +44 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; 2024Q4: 84 shares; 2025Q1: 84 shares; 2025Q2: 26 shares; 2025Q3: 26 shares; 2025Q4: 454 shares; 2026Q1: 454 shares; 2026Q2: 467 shares; 2026Q3: 467 shares 467 $208K 0.01% 0 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 741 shares; 2025Q1: 741 shares; 2025Q2: 626 shares; 2025Q3: 626 shares; 2025Q4: 582 shares; 2026Q1: 582 shares; 2026Q2: 582 shares; 2026Q3: 585 shares 585 $208K 0.01% +3 Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 889 shares; 2025Q1: 889 shares; 2025Q2: 909 shares; 2025Q3: 1,332 shares; 2025Q4: 1,437 shares; 2026Q1: 1,439 shares; 2026Q2: 1,604 shares; 2026Q3: 1,841 shares 1,841 $204K 0.01% +237 Timeline HYGW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,159 shares; 2026Q1: 9,491 shares; 2026Q2: 8,495 shares; 2026Q3: 7,200 shares 7,200 $204K 0.01% -1,295 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,300 shares; 2025Q1: 1,300 shares; 2025Q2: 1,291 shares; 2025Q3: 1,270 shares; 2025Q4: 1,201 shares; 2026Q1: 1,234 shares; 2026Q2: 1,148 shares; 2026Q3: 1,124 shares 1,124 $201K 0.01% -24 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; 2024Q4: 3,827 shares; 2025Q1: 3,827 shares; 2025Q2: 4,227 shares; 2025Q3: 4,227 shares; 2025Q4: 4,227 shares; 2026Q1: 4,227 shares; 2026Q2: 4,227 shares; 2026Q3: 4,227 shares 4,227 $200K 0.01% 0 Timeline VGK VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 264,182 shares; 2025Q3: 272,846 shares; 2025Q4: 282,855 shares; 2026Q1: 5,980 shares; 2026Q2: 2,607 shares; 2026Q3: 2,303 shares 2,303 $200K 0.01% -304 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 2,315 shares 2,315 $197K 0.01% new Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 196 shares; 2025Q1: 196 shares; 2025Q2: 204 shares; 2025Q3: 215 shares; 2025Q4: 209 shares; 2026Q1: 208 shares; 2026Q2: 203 shares; 2026Q3: 203 shares 203 $194K 0.01% 0 Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 970 shares; 2025Q1: 970 shares; 2025Q2: 970 shares; 2025Q3: 970 shares; 2025Q4: 167 shares; 2026Q1: 167 shares; 2026Q2: 645 shares; 2026Q3: 620 shares 620 $189K 0.01% -25 Timeline HUBS HUBSPOT INC More: the full row for HUBSPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,041 shares; 2025Q1: 1,041 shares; 2025Q2: 996 shares; 2025Q3: 996 shares; 2025Q4: 1,496 shares; 2026Q1: 941 shares; 2026Q2: 921 shares; 2026Q3: 921 shares 921 $189K 0.01% 0 Timeline MSEX MIDDLESEX WTR CO More: the full row for MIDDLESEX WTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,603 shares; 2025Q1: 3,603 shares; 2025Q2: 3,551 shares; 2025Q3: 3,534 shares; 2025Q4: 3,541 shares; 2026Q1: 3,547 shares; 2026Q2: 3,553 shares; 2026Q3: 3,559 shares 3,559 $189K 0.01% +6 Timeline VIS VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 344 shares; 2025Q1: 344 shares; 2025Q2: 344 shares; 2025Q3: 344 shares; 2025Q4: 344 shares; 2026Q1: 344 shares; 2026Q2: 581 shares; 2026Q3: 581 shares 581 $186K 0.01% 0 Timeline BSSX 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; 2024Q4: 7,800 shares; 2025Q1: 7,800 shares; 2025Q2: 7,800 shares; 2025Q3: 7,700 shares; 2025Q4: 7,700 shares; 2026Q1: 7,700 shares; 2026Q2: 7,700 shares; 2026Q3: 7,700 shares 7,700 $185K 0.01% 0 Timeline WBD WARNER BROS DISCOVERY INC More: the full row for WARNER BROS DISCOVERY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 7,467 shares; 2025Q1: 7,467 shares; 2025Q2: 7,467 shares; 2025Q3: 5,659 shares; 2025Q4: 6,095 shares; 2026Q1: 6,167 shares; 2026Q2: 5,978 shares; 2026Q3: 5,949 shares 5,949 $184K 0.01% -29 Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,607 shares; 2025Q1: 2,607 shares; 2025Q2: 3,104 shares; 2025Q3: 2,814 shares; 2025Q4: 3,014 shares; 2026Q1: 3,014 shares; 2026Q2: 3,014 shares; 2026Q3: 3,253 shares 3,253 $180K 0.01% +239 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,144 shares; 2025Q1: 1,144 shares; 2025Q2: 1,145 shares; 2025Q3: 1,145 shares; 2025Q4: 1,126 shares; 2026Q1: 1,095 shares; 2026Q2: 1,095 shares; 2026Q3: 1,096 shares 1,096 $180K 0.01% +1 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 608 shares; 2025Q1: 608 shares; 2025Q2: 373 shares; 2025Q3: 237 shares; 2025Q4: 237 shares; 2026Q1: 243 shares; 2026Q2: 355 shares; 2026Q3: 350 shares 350 $179K 0.01% -5 Timeline XOP SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,343 shares; 2025Q1: 1,343 shares; 2025Q2: 430 shares; 2025Q3: 281 shares; 2025Q4: 277 shares; 2026Q1: 29,656 shares; 2026Q2: 1,006 shares; 2026Q3: 994 shares 994 $178K 0.01% -12 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 909 shares; 2025Q1: 909 shares; 2025Q2: 623 shares; 2025Q3: 623 shares; 2025Q4: 623 shares; 2026Q1: 623 shares; 2026Q2: 624 shares; 2026Q3: 630 shares 630 $176K 0.01% +6 Timeline RPG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,502 shares; 2025Q1: 2,502 shares; 2025Q2: 2,502 shares; 2025Q3: 2,502 shares; 2025Q4: 2,502 shares; 2026Q1: 2,502 shares; 2026Q2: 2,502 shares; 2026Q3: 2,964 shares 2,964 $173K 0.01% +462 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 7,089 shares; 2025Q1: 7,089 shares; 2025Q2: 359 shares; 2025Q3: 359 shares; 2025Q4: 16 shares; 2026Q1: not reported; 2026Q2: 2,027 shares; 2026Q3: 2,027 shares 2,027 $173K 0.01% 0 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 587 shares; 2025Q1: 587 shares; 2025Q2: 1,210 shares; 2025Q3: 1,211 shares; 2025Q4: 1,211 shares; 2026Q1: 1,211 shares; 2026Q2: 992 shares; 2026Q3: 892 shares 892 $173K 0.01% -100 Timeline IFRA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,132 shares; 2025Q1: 3,132 shares; 2025Q2: 3,132 shares; 2025Q3: 3,132 shares; 2025Q4: 3,132 shares; 2026Q1: 3,132 shares; 2026Q2: 3,132 shares; 2026Q3: 3,132 shares 3,132 $172K 0.01% 0 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,728 shares; 2025Q1: 1,728 shares; 2025Q2: 1,728 shares; 2025Q3: 1,728 shares; 2025Q4: 1,728 shares; 2026Q1: 1,728 shares; 2026Q2: 1,728 shares; 2026Q3: 1,728 shares 1,728 $172K 0.01% 0 Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,379 shares; 2025Q1: 1,379 shares; 2025Q2: 1,379 shares; 2025Q3: 1,459 shares; 2025Q4: 1,426 shares; 2026Q1: 1,426 shares; 2026Q2: 1,395 shares; 2026Q3: 1,400 shares 1,400 $171K 0.01% +5 Timeline GRID FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,042 shares; 2026Q2: 94,143 shares; 2026Q3: 960 shares 960 $170K 0.01% -93,183 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; 2024Q4: 6,255 shares; 2025Q1: 6,255 shares; 2025Q2: 8,092 shares; 2025Q3: 8,462 shares; 2025Q4: 8,777 shares; 2026Q1: 8,512 shares; 2026Q2: 8,435 shares; 2026Q3: 7,397 shares 7,397 $170K 0.01% -1,038 Timeline SCHZ SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,739 shares; 2026Q3: 7,670 shares 7,670 $170K 0.01% +2,931 Timeline OIH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 593 shares; 2026Q2: 522 shares; 2026Q3: 445 shares 445 $168K 0.01% -77 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 109 shares; 2025Q1: 109 shares; 2025Q2: 109 shares; 2025Q3: 109 shares; 2025Q4: 109 shares; 2026Q1: 109 shares; 2026Q2: 403 shares; 2026Q3: 403 shares 403 $168K 0.01% 0 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; 2024Q4: 720 shares; 2025Q1: 720 shares; 2025Q2: 720 shares; 2025Q3: 720 shares; 2025Q4: 634 shares; 2026Q1: 634 shares; 2026Q2: 634 shares; 2026Q3: 590 shares 590 $167K 0.01% -44 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12 shares; 2026Q1: not reported; 2026Q2: 979 shares; 2026Q3: 1,972 shares 1,972 $166K 0.01% +993 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,316 shares; 2025Q1: 1,316 shares; 2025Q2: 1,120 shares; 2025Q3: 1,121 shares; 2025Q4: 1,144 shares; 2026Q1: 1,134 shares; 2026Q2: 1,269 shares; 2026Q3: 1,270 shares 1,270 $164K 0.01% +1 Timeline NWE NORTHWESTERN ENERGY GROUP IN More: the full row for NORTHWESTERN ENERGY GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,364 shares; 2025Q1: 2,364 shares; 2025Q2: 2,364 shares; 2025Q3: 2,364 shares; 2025Q4: 2,364 shares; 2026Q1: 2,364 shares; 2026Q2: 2,364 shares; 2026Q3: 2,364 shares 2,364 $162K 0.01% 0 Timeline IGM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 930 shares; 2025Q4: 930 shares; 2026Q1: 930 shares; 2026Q2: 930 shares; 2026Q3: 956 shares 956 $162K 0.01% +26 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,235 shares; 2025Q1: 2,235 shares; 2025Q2: 2,322 shares; 2025Q3: 2,326 shares; 2025Q4: 2,346 shares; 2026Q1: 2,335 shares; 2026Q2: 1,966 shares; 2026Q3: 1,970 shares 1,970 $158K 0.01% +4 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 396 shares; 2025Q1: 396 shares; 2025Q2: 397 shares; 2025Q3: 525 shares; 2025Q4: 538 shares; 2026Q1: 626 shares; 2026Q2: 767 shares; 2026Q3: 935 shares 935 $157K 0.01% +168 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 9,267 shares; 2025Q1: 9,267 shares; 2025Q2: 8,175 shares; 2025Q3: 8,187 shares; 2025Q4: 8,202 shares; 2026Q1: 7,892 shares; 2026Q2: 7,140 shares; 2026Q3: 7,140 shares 7,140 $155K 0.01% 0 Timeline BCI ABRDN ETFS More: the full row for ABRDN ETFS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 396,127 shares; 2026Q2: 11,836 shares; 2026Q3: 5,978 shares 5,978 $155K 0.01% -5,858 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 568 shares; 2025Q1: 568 shares; 2025Q2: 568 shares; 2025Q3: 568 shares; 2025Q4: 568 shares; 2026Q1: 568 shares; 2026Q2: 568 shares; 2026Q3: 568 shares 568 $155K 0.01% 0 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 902 shares; 2025Q1: 902 shares; 2025Q2: 902 shares; 2025Q3: 854 shares; 2025Q4: 830 shares; 2026Q1: 830 shares; 2026Q2: 830 shares; 2026Q3: 830 shares 830 $154K 0.01% 0 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,707 shares; 2025Q1: 3,707 shares; 2025Q2: 6,745 shares; 2025Q3: 6,745 shares; 2025Q4: 5,590 shares; 2026Q1: 4,810 shares; 2026Q2: 4,359 shares; 2026Q3: 4,359 shares 4,359 $154K 0.01% 0 Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,570 shares; 2025Q1: 1,570 shares; 2025Q2: 1,570 shares; 2025Q3: 1,570 shares; 2025Q4: 1,570 shares; 2026Q1: 1,570 shares; 2026Q2: 1,570 shares; 2026Q3: 1,570 shares 1,570 $153K 0.01% 0 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 511 shares; 2025Q1: 511 shares; 2025Q2: 443 shares; 2025Q3: 360 shares; 2025Q4: 360 shares; 2026Q1: 360 shares; 2026Q2: 360 shares; 2026Q3: 360 shares 360 $152K 0.01% 0 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,897 shares; 2025Q1: 1,897 shares; 2025Q2: 1,897 shares; 2025Q3: 2,281 shares; 2025Q4: 2,374 shares; 2026Q1: 2,556 shares; 2026Q2: 2,556 shares; 2026Q3: 2,556 shares 2,556 $152K 0.01% 0 Timeline APO APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,300 shares; 2025Q1: 1,300 shares; 2025Q2: 1,304 shares; 2025Q3: 1,304 shares; 2025Q4: 1,304 shares; 2026Q1: 1,304 shares; 2026Q2: 1,304 shares; 2026Q3: 1,304 shares 1,304 $151K 0.01% 0 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 519 shares; 2025Q1: 519 shares; 2025Q2: 520 shares; 2025Q3: 580 shares; 2025Q4: 672 shares; 2026Q1: 672 shares; 2026Q2: 778 shares; 2026Q3: 627 shares 627 $151K 0.01% -151 Timeline XYL XYLEM INC More: the full row for XYLEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,816 shares; 2025Q1: 1,816 shares; 2025Q2: 1,475 shares; 2025Q3: 1,475 shares; 2025Q4: 1,475 shares; 2026Q1: 1,475 shares; 2026Q2: 1,475 shares; 2026Q3: 1,475 shares 1,475 $149K 0.01% 0 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; 2024Q4: 3,550 shares; 2025Q1: 3,550 shares; 2025Q2: 1,883 shares; 2025Q3: 1,388 shares; 2025Q4: 1,628 shares; 2026Q1: 2,128 shares; 2026Q2: 2,130 shares; 2026Q3: 2,131 shares 2,131 $149K 0.01% +1 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 671 shares; 2025Q1: 671 shares; 2025Q2: 671 shares; 2025Q3: 671 shares; 2025Q4: 671 shares; 2026Q1: 671 shares; 2026Q2: 671 shares; 2026Q3: 671 shares 671 $149K 0.01% 0 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,671 shares; 2025Q1: 1,671 shares; 2025Q2: 2,368 shares; 2025Q3: 1,831 shares; 2025Q4: 2,322 shares; 2026Q1: 1,667 shares; 2026Q2: 1,628 shares; 2026Q3: 1,627 shares 1,627 $149K 0.01% -1 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,876 shares; 2025Q1: 1,876 shares; 2025Q2: 1,876 shares; 2025Q3: 1,876 shares; 2025Q4: 1,526 shares; 2026Q1: 1,526 shares; 2026Q2: 1,526 shares; 2026Q3: 1,526 shares 1,526 $149K 0.01% 0 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,041 shares; 2025Q1: 1,041 shares; 2025Q2: 918 shares; 2025Q3: 918 shares; 2025Q4: 918 shares; 2026Q1: 919 shares; 2026Q2: 1,219 shares; 2026Q3: 1,196 shares 1,196 $147K 0.01% -23 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 330 shares; 2025Q1: 330 shares; 2025Q2: 306 shares; 2025Q3: 318 shares; 2025Q4: 318 shares; 2026Q1: 327 shares; 2026Q2: 294 shares; 2026Q3: 289 shares 289 $147K 0.01% -5 Timeline OTTR OTTER TAIL CORP More: the full row for OTTER TAIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 860 shares; 2025Q1: 860 shares; 2025Q2: 1,660 shares; 2025Q3: 1,660 shares; 2025Q4: 1,660 shares; 2026Q1: 1,660 shares; 2026Q2: 1,660 shares; 2026Q3: 1,660 shares 1,660 $146K 0.01% 0 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,838 shares; 2025Q1: 1,838 shares; 2025Q2: 1,838 shares; 2025Q3: 1,838 shares; 2025Q4: 1,838 shares; 2026Q1: 1,838 shares; 2026Q2: 1,838 shares; 2026Q3: 1,838 shares 1,838 $145K 0.01% 0 Timeline FDVV FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,351 shares; 2025Q1: 2,351 shares; 2025Q2: 2,361 shares; 2025Q3: 2,365 shares; 2025Q4: 2,369 shares; 2026Q1: 2,374 shares; 2026Q2: 2,373 shares; 2026Q3: 2,377 shares 2,377 $144K 0.01% +4 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; 2024Q4: 394 shares; 2025Q1: 394 shares; 2025Q2: 426 shares; 2025Q3: 426 shares; 2025Q4: 427 shares; 2026Q1: 427 shares; 2026Q2: 427 shares; 2026Q3: 427 shares 427 $144K 0.01% 0 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 257 shares; 2025Q1: 257 shares; 2025Q2: 257 shares; 2025Q3: 263 shares; 2025Q4: 263 shares; 2026Q1: 263 shares; 2026Q2: 333 shares; 2026Q3: 333 shares 333 $143K 0.01% 0 Timeline CLH CLEAN HARBORS INC More: the full row for CLEAN HARBORS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 482 shares; 2025Q1: 482 shares; 2025Q2: 642 shares; 2025Q3: 642 shares; 2025Q4: 642 shares; 2026Q1: 642 shares; 2026Q2: 320 shares; 2026Q3: 460 shares 460 $143K 0.01% +140 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 352 shares; 2025Q1: 352 shares; 2025Q2: 344 shares; 2025Q3: 344 shares; 2025Q4: 759 shares; 2026Q1: 759 shares; 2026Q2: 784 shares; 2026Q3: 588 shares 588 $139K 0.01% -196 Timeline REMX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,581 shares; 2025Q4: 1,581 shares; 2026Q1: 2,164 shares; 2026Q2: 2,164 shares; 2026Q3: 2,164 shares 2,164 $139K 0.01% 0 Timeline VFH VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,140 shares; 2025Q1: 1,140 shares; 2025Q2: 1,158 shares; 2025Q3: 1,158 shares; 2025Q4: 1,158 shares; 2026Q1: 1,158 shares; 2026Q2: 1,062 shares; 2026Q3: 1,062 shares 1,062 $138K 0.01% 0 Timeline FPS FORGENT POWER SOLUTIONS INC More: the full row for FORGENT POWER SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,084 shares; 2026Q3: 3,668 shares 3,668 $137K 0.01% -416 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; 2024Q4: 796 shares; 2025Q1: 796 shares; 2025Q2: 697 shares; 2025Q3: 697 shares; 2025Q4: 698 shares; 2026Q1: 699 shares; 2026Q2: 700 shares; 2026Q3: 701 shares 701 $137K 0.01% +1 Timeline AKRE PROFESIONALLY MANAGED PORTFO More: the full row for PROFESIONALLY MANAGED PORTFO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,601 shares; 2026Q1: 2,601 shares; 2026Q2: 2,601 shares; 2026Q3: 2,601 shares 2,601 $137K 0.01% 0 Timeline CFG CITIZENS FINL GROUP INC More: the full row for CITIZENS FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,427 shares; 2025Q1: 2,427 shares; 2025Q2: 2,138 shares; 2025Q3: 2,138 shares; 2025Q4: 2,138 shares; 2026Q1: 2,138 shares; 2026Q2: 2,138 shares; 2026Q3: 2,138 shares 2,138 $136K 0.01% 0 Timeline BBCA J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,358 shares; 2025Q1: 1,358 shares; 2025Q2: 1,358 shares; 2025Q3: 1,358 shares; 2025Q4: 1,358 shares; 2026Q1: 1,358 shares; 2026Q2: 1,358 shares; 2026Q3: 1,358 shares 1,358 $136K 0.01% 0 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,312 shares; 2025Q1: 2,312 shares; 2025Q2: 1,510 shares; 2025Q3: 1,511 shares; 2025Q4: 1,513 shares; 2026Q1: 1,515 shares; 2026Q2: 1,517 shares; 2026Q3: 1,519 shares 1,519 $136K 0.01% +2 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,196 shares; 2025Q1: 1,196 shares; 2025Q2: 2,196 shares; 2025Q3: 2,011 shares; 2025Q4: 2,171 shares; 2026Q1: 2,171 shares; 2026Q2: 1,571 shares; 2026Q3: 1,571 shares 1,571 $135K 0.01% 0 Timeline EAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 693 shares; 2025Q1: 693 shares; 2025Q2: 1,291 shares; 2025Q3: 1,299 shares; 2025Q4: 1,178 shares; 2026Q1: 862 shares; 2026Q2: 777 shares; 2026Q3: 2,971 shares 2,971 $134K 0.01% +2,194 Timeline HTGC HERCULES CAPITAL INC More: the full row for HERCULES CAPITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,456 shares; 2025Q1: 5,456 shares; 2025Q2: 2,816 shares; 2025Q3: 2,837 shares; 2025Q4: 5,261 shares; 2026Q1: 9,607 shares; 2026Q2: 7,916 shares; 2026Q3: 7,942 shares 7,942 $133K 0.01% +26 Timeline QTUM ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 424 shares; 2025Q3: 944 shares; 2025Q4: 824 shares; 2026Q1: 824 shares; 2026Q2: 824 shares; 2026Q3: 866 shares 866 $131K 0.01% +42 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,010 shares; 2026Q2: 1,518 shares; 2026Q3: 1,518 shares 1,518 $131K 0.01% 0 Timeline VMC VULCAN MATLS CO More: the full row for VULCAN MATLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 845 shares; 2025Q1: 845 shares; 2025Q2: 847 shares; 2025Q3: 848 shares; 2025Q4: 524 shares; 2026Q1: 556 shares; 2026Q2: 526 shares; 2026Q3: 527 shares 527 $129K 0.01% +1 Timeline QYLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,382 shares; 2025Q1: 3,382 shares; 2025Q2: 4,063 shares; 2025Q3: 4,084 shares; 2025Q4: 4,105 shares; 2026Q1: 4,127 shares; 2026Q2: 4,150 shares; 2026Q3: 6,926 shares 6,926 $128K 0.01% +2,776 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,239 shares; 2025Q1: 1,239 shares; 2025Q2: 2,133 shares; 2025Q3: 1,789 shares; 2025Q4: 1,618 shares; 2026Q1: 1,221 shares; 2026Q2: 1,221 shares; 2026Q3: 1,221 shares 1,221 $127K 0.01% 0 Timeline BOTZ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,905 shares; 2025Q1: 1,905 shares; 2025Q2: 2,512 shares; 2025Q3: 3,542 shares; 2025Q4: 3,542 shares; 2026Q1: 3,545 shares; 2026Q2: 3,545 shares; 2026Q3: 3,545 shares 3,545 $125K 0.01% 0 Timeline RIO RIO TINTO PLC More: the full row for RIO TINTO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,908 shares; 2025Q1: 1,908 shares; 2025Q2: 1,312 shares; 2025Q3: 1,312 shares; 2025Q4: 1,312 shares; 2026Q1: 1,387 shares; 2026Q2: 1,387 shares; 2026Q3: 1,312 shares 1,312 $124K 0.01% -75 Timeline FLEX FLEX LTD More: the full row for FLEX LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 109 shares; 2025Q3: 109 shares; 2025Q4: 109 shares; 2026Q1: 109 shares; 2026Q2: 1,109 shares; 2026Q3: 1,109 shares 1,109 $122K 0.01% 0 Timeline ITT ITT INC More: the full row for ITT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 713 shares; 2025Q1: 713 shares; 2025Q2: 601 shares; 2025Q3: 601 shares; 2025Q4: 601 shares; 2026Q1: 601 shares; 2026Q2: 601 shares; 2026Q3: 601 shares 601 $121K 0.01% 0 Timeline PAA PLAINS ALL AMERN PIPELINE L More: the full row for PLAINS ALL AMERN PIPELINE L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,051 shares; 2025Q3: 500 shares; 2025Q4: 500 shares; 2026Q1: 5,076 shares; 2026Q2: 5,076 shares; 2026Q3: 5,076 shares 5,076 $120K 0.01% 0 Timeline FBCV FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 2,879 shares 2,879 $119K 0.01% new Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 490 shares; 2025Q1: 490 shares; 2025Q2: 704 shares; 2025Q3: 705 shares; 2025Q4: 706 shares; 2026Q1: 707 shares; 2026Q2: 708 shares; 2026Q3: 708 shares 708 $118K 0.01% 0 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 222 shares; 2025Q1: 222 shares; 2025Q2: 556 shares; 2025Q3: 556 shares; 2025Q4: 561 shares; 2026Q1: 556 shares; 2026Q2: 556 shares; 2026Q3: 556 shares 556 $117K 0.01% 0 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 230 shares; 2025Q1: 230 shares; 2025Q2: 230 shares; 2025Q3: 230 shares; 2025Q4: 230 shares; 2026Q1: 230 shares; 2026Q2: 230 shares; 2026Q3: 230 shares 230 $117K 0.01% 0 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 516 shares; 2025Q1: 516 shares; 2025Q2: 935 shares; 2025Q3: 935 shares; 2025Q4: 935 shares; 2026Q1: 766 shares; 2026Q2: 766 shares; 2026Q3: 766 shares 766 $116K 0.01% 0 Timeline AIS TIDAL TRUST III More: the full row for TIDAL TRUST III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 1,547 shares 1,547 $116K 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; 2024Q4: 265 shares; 2025Q1: 265 shares; 2025Q2: 251 shares; 2025Q3: 246 shares; 2025Q4: 238 shares; 2026Q1: 240 shares; 2026Q2: 231 shares; 2026Q3: 232 shares 232 $114K 0.01% +1 Timeline XME SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,087 shares; 2025Q4: 1,125 shares; 2026Q1: 1,125 shares; 2026Q2: 1,087 shares; 2026Q3: 1,087 shares 1,087 $113K 0.01% 0 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 343 shares; 2025Q3: 343 shares; 2025Q4: 343 shares; 2026Q1: 381 shares; 2026Q2: 481 shares; 2026Q3: 488 shares 488 $110K 0.01% +7 Timeline SON SONOCO PRODS CO More: the full row for SONOCO PRODS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 145 shares; 2025Q1: 145 shares; 2025Q2: 2,260 shares; 2025Q3: 2,260 shares; 2025Q4: 2,260 shares; 2026Q1: 2,260 shares; 2026Q2: 2,260 shares; 2026Q3: 2,260 shares 2,260 $110K 0.01% 0 Timeline ARCC ARES CAPITAL CORP More: the full row for ARES CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,511 shares; 2025Q1: 3,511 shares; 2025Q2: 3,596 shares; 2025Q3: 3,634 shares; 2025Q4: 3,673 shares; 2026Q1: 4,673 shares; 2026Q2: 5,691 shares; 2026Q3: 5,708 shares 5,708 $109K 0.01% +17 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 358 shares; 2025Q3: 358 shares; 2025Q4: 358 shares; 2026Q1: 358 shares; 2026Q2: 358 shares; 2026Q3: 358 shares 358 $107K 0.01% 0 Timeline HYD VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,188 shares; 2025Q1: 1,188 shares; 2025Q2: 1,188 shares; 2025Q3: 1,188 shares; 2025Q4: 1,188 shares; 2026Q1: 1,188 shares; 2026Q2: 1,188 shares; 2026Q3: 2,220 shares 2,220 $107K 0.01% +1,032 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 489 shares; 2025Q1: 489 shares; 2025Q2: 489 shares; 2025Q3: 541 shares; 2025Q4: 520 shares; 2026Q1: 526 shares; 2026Q2: 502 shares; 2026Q3: 511 shares 511 $106K 0.01% +9 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 364 shares; 2025Q1: 364 shares; 2025Q2: 482 shares; 2025Q3: 300 shares; 2025Q4: 235 shares; 2026Q1: 185 shares; 2026Q2: 185 shares; 2026Q3: 267 shares 267 $106K 0.01% +82 Timeline PSCT INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,305 shares; 2025Q1: 1,305 shares; 2025Q2: 1,305 shares; 2025Q3: 1,305 shares; 2025Q4: 1,305 shares; 2026Q1: 1,305 shares; 2026Q2: 1,305 shares; 2026Q3: 1,305 shares 1,305 $105K 0.01% 0 Timeline HRB BLOCK H & R INC More: the full row for BLOCK H & R INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,110 shares; 2025Q1: 4,110 shares; 2025Q2: 4,110 shares; 2025Q3: 4,110 shares; 2025Q4: 4,110 shares; 2026Q1: 2,566 shares; 2026Q2: 2,566 shares; 2026Q3: 2,566 shares 2,566 $105K 0.01% 0 Timeline FBCG FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,647 shares; 2025Q1: 1,647 shares; 2025Q2: 1,609 shares; 2025Q3: 1,609 shares; 2025Q4: 1,609 shares; 2026Q1: 1,609 shares; 2026Q2: 1,609 shares; 2026Q3: 1,609 shares 1,609 $102K 0.01% 0 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,234 shares; 2025Q1: 2,234 shares; 2025Q2: 631 shares; 2025Q3: 631 shares; 2025Q4: 641 shares; 2026Q1: 631 shares; 2026Q2: 711 shares; 2026Q3: 658 shares 658 $101K 0.01% -53 Timeline CPNJ CALAMOS ETF TR More: the full row for CALAMOS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 3,621 shares 3,621 $101K 0.01% new Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 246 shares; 2025Q1: 246 shares; 2025Q2: 281 shares; 2025Q3: 281 shares; 2025Q4: 281 shares; 2026Q1: 281 shares; 2026Q2: 1,124 shares; 2026Q3: 1,283 shares 1,283 $101K 0.01% +159 Timeline BIIB BIOGEN INC More: the full row for BIOGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 356 shares; 2025Q1: 356 shares; 2025Q2: 356 shares; 2025Q3: 356 shares; 2025Q4: 356 shares; 2026Q1: not reported; 2026Q2: 443 shares; 2026Q3: 443 shares 443 $100K 0.01% 0 Timeline CPSA CALAMOS ETF TR More: the full row for CALAMOS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 3,558 shares 3,558 $100K 0.01% new Timeline AMX AMERICA MOVIL SAB DE CV More: the full row for AMERICA MOVIL SAB DE CV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,930 shares; 2025Q1: 4,930 shares; 2025Q2: 4,930 shares; 2025Q3: 4,782 shares; 2025Q4: 4,782 shares; 2026Q1: 4,782 shares; 2026Q2: 4,706 shares; 2026Q3: 4,706 shares 4,706 $99.7K 0.01% 0 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 100 shares; 2026Q1: 105 shares; 2026Q2: 105 shares; 2026Q3: 108 shares 108 $99.6K 0.01% +3 Timeline CPRJ CALAMOS ETF TR More: the full row for CALAMOS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 3,597 shares 3,597 $98.3K 0.01% new Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,820 shares; 2025Q1: 1,820 shares; 2025Q2: 1,511 shares; 2025Q3: 1,601 shares; 2025Q4: 1,415 shares; 2026Q1: 1,373 shares; 2026Q2: 1,225 shares; 2026Q3: 1,178 shares 1,178 $98.3K 0.01% -47 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 298 shares; 2025Q1: 298 shares; 2025Q2: 384 shares; 2025Q3: 298 shares; 2025Q4: 301 shares; 2026Q1: 301 shares; 2026Q2: 368 shares; 2026Q3: 384 shares 384 $97.5K 0.01% +16 Timeline BBJP J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,236 shares; 2025Q1: 1,236 shares; 2025Q2: 1,236 shares; 2025Q3: 1,236 shares; 2025Q4: 1,236 shares; 2026Q1: 1,236 shares; 2026Q2: 1,236 shares; 2026Q3: 1,236 shares 1,236 $97K 0.01% 0 Timeline AZN ASTRAZENECA PLC More: the full row for ASTRAZENECA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 715 shares; 2026Q2: 715 shares; 2026Q3: 596 shares 596 $96.2K 0.01% -119 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,091 shares; 2025Q1: 1,091 shares; 2025Q2: 757 shares; 2025Q3: 760 shares; 2025Q4: 764 shares; 2026Q1: 730 shares; 2026Q2: 733 shares; 2026Q3: 999 shares 999 $95K 0.01% +266 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 695 shares; 2025Q1: 695 shares; 2025Q2: 551 shares; 2025Q3: 551 shares; 2025Q4: 552 shares; 2026Q1: 608 shares; 2026Q2: 608 shares; 2026Q3: 608 shares 608 $94.3K 0.01% 0 Timeline BKR BAKER HUGHES COMPANY More: the full row for BAKER HUGHES COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 343 shares; 2025Q4: 314 shares; 2026Q1: 906 shares; 2026Q2: 1,028 shares; 2026Q3: 1,714 shares 1,714 $94.1K 0.01% +686 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 332 shares; 2025Q1: 332 shares; 2025Q2: 333 shares; 2025Q3: 411 shares; 2025Q4: 379 shares; 2026Q1: 386 shares; 2026Q2: 352 shares; 2026Q3: 350 shares 350 $93K 0.01% -2 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 195 shares; 2025Q1: 195 shares; 2025Q2: 233 shares; 2025Q3: 233 shares; 2025Q4: 280 shares; 2026Q1: 329 shares; 2026Q2: 440 shares; 2026Q3: 446 shares 446 $92.3K 0.01% +6 Timeline STLD STEEL DYNAMICS INC More: the full row for STEEL DYNAMICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 692 shares; 2025Q1: 692 shares; 2025Q2: 601 shares; 2025Q3: 414 shares; 2025Q4: 414 shares; 2026Q1: 414 shares; 2026Q2: 414 shares; 2026Q3: 414 shares 414 $91.7K 0.01% 0 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 171 shares; 2025Q1: 171 shares; 2025Q2: 175 shares; 2025Q3: 189 shares; 2025Q4: 189 shares; 2026Q1: 189 shares; 2026Q2: 189 shares; 2026Q3: 192 shares 192 $91.1K 0.01% +3 Timeline XJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,006 shares; 2025Q1: 1,006 shares; 2025Q2: 1,159 shares; 2025Q3: 1,153 shares; 2025Q4: 1,178 shares; 2026Q1: 1,123 shares; 2026Q2: 1,810 shares; 2026Q3: 1,854 shares 1,854 $90.4K 0.01% +44 Timeline KRE SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,246 shares; 2025Q1: 1,246 shares; 2025Q2: 1,249 shares; 2025Q3: 1,321 shares; 2025Q4: 1,561 shares; 2026Q1: 1,561 shares; 2026Q2: 1,286 shares; 2026Q3: 1,286 shares 1,286 $89.3K 0.01% 0 Timeline SMCI SUPER MICRO COMPUTER INC More: the full row for SUPER MICRO COMPUTER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,825 shares; 2025Q1: 1,825 shares; 2025Q2: not reported; 2025Q3: 602 shares; 2025Q4: 486 shares; 2026Q1: 540 shares; 2026Q2: 2,273 shares; 2026Q3: 2,130 shares 2,130 $87.5K 0.01% -143 Timeline FNDX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 621 shares; 2025Q1: 621 shares; 2025Q2: 621 shares; 2025Q3: 2,773 shares; 2025Q4: 2,773 shares; 2026Q1: 2,773 shares; 2026Q2: 2,773 shares; 2026Q3: 2,773 shares 2,773 $87.3K 0.01% 0 Timeline STRL STERLING INFRASTRUCTURE INC More: the full row for STERLING INFRASTRUCTURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 88 shares; 2025Q1: 88 shares; 2025Q2: 170 shares; 2025Q3: 170 shares; 2025Q4: 270 shares; 2026Q1: 270 shares; 2026Q2: 176 shares; 2026Q3: 176 shares 176 $86.6K 0.01% 0 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,105 shares; 2025Q1: 1,105 shares; 2025Q2: 1,105 shares; 2025Q3: 1,105 shares; 2025Q4: 1,105 shares; 2026Q1: 1,105 shares; 2026Q2: 1,105 shares; 2026Q3: 1,105 shares 1,105 $86.3K 0.01% 0 Timeline BBEU J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,140 shares; 2025Q1: 1,140 shares; 2025Q2: 1,140 shares; 2025Q3: 1,140 shares; 2025Q4: 1,140 shares; 2026Q1: 1,140 shares; 2026Q2: 1,140 shares; 2026Q3: 1,140 shares 1,140 $86.3K 0.01% 0 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,238 shares; 2025Q1: 1,238 shares; 2025Q2: 795 shares; 2025Q3: 795 shares; 2025Q4: 795 shares; 2026Q1: 795 shares; 2026Q2: 1,590 shares; 2026Q3: 1,590 shares 1,590 $86K 0.01% 0 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,098 shares; 2025Q1: 1,098 shares; 2025Q2: 1,098 shares; 2025Q3: 1,098 shares; 2025Q4: 1,098 shares; 2026Q1: 1,098 shares; 2026Q2: 1,098 shares; 2026Q3: 1,098 shares 1,098 $85.3K 0.01% 0 Timeline BBAX J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,366 shares; 2025Q1: 1,366 shares; 2025Q2: 1,366 shares; 2025Q3: 1,366 shares; 2025Q4: 1,366 shares; 2026Q1: 1,366 shares; 2026Q2: 1,366 shares; 2026Q3: 1,366 shares 1,366 $84.3K 0.01% 0 Timeline ATO ATMOS ENERGY CORP More: the full row for ATMOS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 500 shares; 2025Q1: 500 shares; 2025Q2: 500 shares; 2025Q3: 527 shares; 2025Q4: 527 shares; 2026Q1: 527 shares; 2026Q2: 527 shares; 2026Q3: 527 shares 527 $82.4K <0.01% 0 Timeline NGG NATIONAL GRID PLC More: the full row for NATIONAL GRID PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,441 shares; 2025Q1: 1,441 shares; 2025Q2: 1,445 shares; 2025Q3: 1,453 shares; 2025Q4: 1,453 shares; 2026Q1: 1,457 shares; 2026Q2: 1,456 shares; 2026Q3: 1,079 shares 1,079 $81.8K <0.01% -377 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 665 shares; 2025Q1: 665 shares; 2025Q2: 665 shares; 2025Q3: 665 shares; 2025Q4: 865 shares; 2026Q1: 865 shares; 2026Q2: 865 shares; 2026Q3: 865 shares 865 $81.3K <0.01% 0 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 956 shares; 2025Q1: 956 shares; 2025Q2: 956 shares; 2025Q3: 763 shares; 2025Q4: 763 shares; 2026Q1: 763 shares; 2026Q2: 763 shares; 2026Q3: 763 shares 763 $79.8K <0.01% 0 Timeline VTES VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 808 shares 808 $79.7K <0.01% new Timeline AXSM AXSOME THERAPEUTICS INC. More: the full row for AXSOME THERAPEUTICS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 423 shares; 2025Q1: 423 shares; 2025Q2: 423 shares; 2025Q3: 423 shares; 2025Q4: 423 shares; 2026Q1: 423 shares; 2026Q2: 423 shares; 2026Q3: 424 shares 424 $78.2K <0.01% +1 Timeline PSI INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 507 shares 507 $77.3K <0.01% new Timeline RCS PIMCO STRATEGIC INCOME FD More: the full row for PIMCO STRATEGIC INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 16,886 shares; 2025Q1: 16,886 shares; 2025Q2: 15,231 shares; 2025Q3: 15,231 shares; 2025Q4: 15,231 shares; 2026Q1: 15,231 shares; 2026Q2: 15,231 shares; 2026Q3: 15,231 shares 15,231 $77.1K <0.01% 0 Timeline SCCO SOUTHERN COPPER CORP More: the full row for SOUTHERN COPPER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 781 shares; 2025Q1: 781 shares; 2025Q2: 793 shares; 2025Q3: 800 shares; 2025Q4: 587 shares; 2026Q1: 372 shares; 2026Q2: 388 shares; 2026Q3: 379 shares 379 $76.8K <0.01% -9 Timeline STT STATE STR CORP More: the full row for STATE STR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 250 shares; 2025Q1: 250 shares; 2025Q2: 254 shares; 2025Q3: 256 shares; 2025Q4: 258 shares; 2026Q1: 260 shares; 2026Q2: 261 shares; 2026Q3: 438 shares 438 $76.4K <0.01% +177 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,006 shares; 2025Q1: 4,006 shares; 2025Q2: 2,869 shares; 2025Q3: 2,856 shares; 2025Q4: 3,421 shares; 2026Q1: 2,183 shares; 2026Q2: 1,708 shares; 2026Q3: 1,717 shares 1,717 $75.5K <0.01% +9 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 159 shares; 2025Q1: 159 shares; 2025Q2: 59 shares; 2025Q3: 59 shares; 2025Q4: 282 shares; 2026Q1: 284 shares; 2026Q2: 284 shares; 2026Q3: 284 shares 284 $75K <0.01% 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; 2024Q4: 260 shares; 2025Q1: 260 shares; 2025Q2: 306 shares; 2025Q3: 306 shares; 2025Q4: 306 shares; 2026Q1: 306 shares; 2026Q2: 306 shares; 2026Q3: 314 shares 314 $72.5K <0.01% +8 Timeline AVY AVERY DENNISON CORP More: the full row for AVERY DENNISON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 193 shares; 2025Q1: 193 shares; 2025Q2: 133 shares; 2025Q3: 133 shares; 2025Q4: 133 shares; 2026Q1: 133 shares; 2026Q2: 419 shares; 2026Q3: 419 shares 419 $71.5K <0.01% 0 Timeline FE FIRSTENERGY CORP More: the full row for FIRSTENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,624 shares; 2025Q1: 1,624 shares; 2025Q2: 1,630 shares; 2025Q3: 1,633 shares; 2025Q4: 1,636 shares; 2026Q1: 1,639 shares; 2026Q2: 1,642 shares; 2026Q3: 1,645 shares 1,645 $71.3K <0.01% +3 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 550 shares; 2025Q1: 550 shares; 2025Q2: 550 shares; 2025Q3: 550 shares; 2025Q4: 550 shares; 2026Q1: 550 shares; 2026Q2: 550 shares; 2026Q3: 550 shares 550 $70.5K <0.01% 0 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 751 shares; 2025Q1: 751 shares; 2025Q2: 824 shares; 2025Q3: 503 shares; 2025Q4: 500 shares; 2026Q1: 424 shares; 2026Q2: 424 shares; 2026Q3: 435 shares 435 $69.9K <0.01% +11 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,880 shares; 2025Q1: 1,880 shares; 2025Q2: 4,521 shares; 2025Q3: 3,930 shares; 2025Q4: 3,971 shares; 2026Q1: 3,463 shares; 2026Q2: 3,499 shares; 2026Q3: 3,534 shares 3,534 $69.9K <0.01% +35 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 268 shares; 2025Q1: 268 shares; 2025Q2: 831 shares; 2025Q3: 968 shares; 2025Q4: 624 shares; 2026Q1: 624 shares; 2026Q2: 624 shares; 2026Q3: 982 shares 982 $69.3K <0.01% +358 Timeline VPL VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 59 shares; 2025Q1: 59 shares; 2025Q2: 59 shares; 2025Q3: 59 shares; 2025Q4: 168 shares; 2026Q1: 168 shares; 2026Q2: 168 shares; 2026Q3: 585 shares 585 $67.7K <0.01% +417 Timeline RVMD REVOLUTION MEDICINES INC More: the full row for REVOLUTION MEDICINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 52 shares; 2025Q1: 52 shares; 2025Q2: 52 shares; 2025Q3: 52 shares; 2025Q4: 52 shares; 2026Q1: 52 shares; 2026Q2: 52 shares; 2026Q3: 330 shares 330 $67.7K <0.01% +278 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 332 shares; 2025Q1: 332 shares; 2025Q2: 332 shares; 2025Q3: 719 shares; 2025Q4: 719 shares; 2026Q1: 719 shares; 2026Q2: 719 shares; 2026Q3: 719 shares 719 $67.7K <0.01% 0 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 270 shares; 2025Q1: 270 shares; 2025Q2: 270 shares; 2025Q3: 270 shares; 2025Q4: 270 shares; 2026Q1: 410 shares; 2026Q2: 410 shares; 2026Q3: 2,049 shares 2,049 $66.8K <0.01% +1,639 Timeline FTAI FTAI AVIATION LTD More: the full row for FTAI AVIATION LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 525 shares; 2025Q3: 525 shares; 2025Q4: 495 shares; 2026Q1: 400 shares; 2026Q2: 400 shares; 2026Q3: 400 shares 400 $66.8K <0.01% 0 Timeline BR BROADRIDGE FINL SOLUTIONS IN More: the full row for BROADRIDGE FINL SOLUTIONS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 571 shares; 2025Q1: 571 shares; 2025Q2: 414 shares; 2025Q3: 414 shares; 2025Q4: 414 shares; 2026Q1: 414 shares; 2026Q2: 414 shares; 2026Q3: 414 shares 414 $66.7K <0.01% 0 Timeline MAIN MAIN STR CAP CORP More: the full row for MAIN STR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,863 shares; 2025Q1: 3,863 shares; 2025Q2: 2,961 shares; 2025Q3: 2,479 shares; 2025Q4: 2,137 shares; 2026Q1: 1,203 shares; 2026Q2: 1,203 shares; 2026Q3: 1,203 shares 1,203 $66.2K <0.01% 0 Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 34 shares; 2025Q1: 34 shares; 2025Q2: 34 shares; 2025Q3: 53 shares; 2025Q4: 123 shares; 2026Q1: 123 shares; 2026Q2: 123 shares; 2026Q3: 126 shares 126 $65.8K <0.01% +3 Timeline GAM GENERAL AMERN INVS CO INC More: the full row for GENERAL AMERN INVS CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,026 shares; 2025Q1: 1,026 shares; 2025Q2: 1,026 shares; 2025Q3: 1,026 shares; 2025Q4: 1,026 shares; 2026Q1: 1,026 shares; 2026Q2: 1,026 shares; 2026Q3: 1,026 shares 1,026 $65.1K <0.01% 0 Timeline SPHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 71 shares; 2025Q1: 71 shares; 2025Q2: 71 shares; 2025Q3: 71 shares; 2025Q4: 71 shares; 2026Q1: 286,827 shares; 2026Q2: 789 shares; 2026Q3: 736 shares 736 $61.9K <0.01% -53 Timeline DLN WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 636 shares; 2025Q1: 636 shares; 2025Q2: 636 shares; 2025Q3: 636 shares; 2025Q4: 636 shares; 2026Q1: 636 shares; 2026Q2: 636 shares; 2026Q3: 636 shares 636 $61.8K <0.01% 0 Timeline WPC WP CAREY INC More: the full row for WP CAREY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,351 shares; 2025Q1: 1,351 shares; 2025Q2: 951 shares; 2025Q3: 951 shares; 2025Q4: 951 shares; 2026Q1: 951 shares; 2026Q2: 951 shares; 2026Q3: 951 shares 951 $61.5K <0.01% 0 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; 2024Q4: 300 shares; 2025Q1: 300 shares; 2025Q2: 302 shares; 2025Q3: 304 shares; 2025Q4: 305 shares; 2026Q1: 374 shares; 2026Q2: 420 shares; 2026Q3: 410 shares 410 $60.7K <0.01% -10 Timeline PFGC PERFORMANCE FOOD GROUP CO More: the full row for PERFORMANCE FOOD GROUP CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 651 shares; 2025Q1: 651 shares; 2025Q2: 651 shares; 2025Q3: 651 shares; 2025Q4: 651 shares; 2026Q1: 651 shares; 2026Q2: 651 shares; 2026Q3: 651 shares 651 $59.6K <0.01% 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; 2024Q4: 21 shares; 2025Q1: 21 shares; 2025Q2: 21 shares; 2025Q3: 21 shares; 2025Q4: 21 shares; 2026Q1: 21 shares; 2026Q2: 21 shares; 2026Q3: 21 shares 21 $59.4K <0.01% 0 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 771 shares; 2025Q1: 771 shares; 2025Q2: 301 shares; 2025Q3: 302 shares; 2025Q4: 302 shares; 2026Q1: 302 shares; 2026Q2: 208 shares; 2026Q3: 208 shares 208 $59.4K <0.01% 0 Timeline KBE SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 938 shares; 2025Q1: 938 shares; 2025Q2: 938 shares; 2025Q3: 938 shares; 2025Q4: 938 shares; 2026Q1: 938 shares; 2026Q2: 938 shares; 2026Q3: 938 shares 938 $59.3K <0.01% 0 Timeline URA GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 130,979 shares; 2025Q4: 6,606 shares; 2026Q1: 5,207 shares; 2026Q2: 1,515 shares; 2026Q3: 1,485 shares 1,485 $59.2K <0.01% -30 Timeline MGA MAGNA INTL INC More: the full row for MAGNA INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 588 shares; 2025Q4: 588 shares; 2026Q1: 912 shares; 2026Q2: 912 shares; 2026Q3: 912 shares 912 $58.1K <0.01% 0 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; 2024Q4: 70 shares; 2025Q1: 70 shares; 2025Q2: 374 shares; 2025Q3: 362 shares; 2025Q4: 336 shares; 2026Q1: 342 shares; 2026Q2: 314 shares; 2026Q3: 299 shares 299 $57.8K <0.01% -15 Timeline HE HAWAIIAN ELEC INDS INC MTN B More: the full row for HAWAIIAN ELEC INDS INC MTN B Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 9,104 shares; 2025Q1: 9,104 shares; 2025Q2: 9,104 shares; 2025Q3: 7,224 shares; 2025Q4: 7,224 shares; 2026Q1: 7,224 shares; 2026Q2: 7,224 shares; 2026Q3: 6,461 shares 6,461 $57.8K <0.01% -763 Timeline SWK STANLEY BLACK & DECKER INC More: the full row for STANLEY BLACK & DECKER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 651 shares; 2025Q1: 651 shares; 2025Q2: 651 shares; 2025Q3: 651 shares; 2025Q4: 651 shares; 2026Q1: 651 shares; 2026Q2: 651 shares; 2026Q3: 651 shares 651 $57.7K <0.01% 0 Timeline JBL JABIL INC More: the full row for JABIL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 428 shares; 2025Q1: 428 shares; 2025Q2: 200 shares; 2025Q3: 200 shares; 2025Q4: 200 shares; 2026Q1: 200 shares; 2026Q2: 200 shares; 2026Q3: 200 shares 200 $57.4K <0.01% 0 Timeline CRWV COREWEAVE INC More: the full row for COREWEAVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,918 shares; 2025Q3: 871 shares; 2025Q4: 670 shares; 2026Q1: 566 shares; 2026Q2: 611 shares; 2026Q3: 658 shares 658 $57.3K <0.01% +47 Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 125 shares; 2025Q1: 125 shares; 2025Q2: 125 shares; 2025Q3: 134 shares; 2025Q4: 134 shares; 2026Q1: 125 shares; 2026Q2: 125 shares; 2026Q3: 164 shares 164 $57K <0.01% +39 Timeline CGGR CAPITAL GROUP GROWTH ETF More: the full row for CAPITAL GROUP GROWTH ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 60 shares; 2025Q1: 60 shares; 2025Q2: not reported; 2025Q3: 1,179 shares; 2025Q4: 1,179 shares; 2026Q1: 1,179 shares; 2026Q2: 1,179 shares; 2026Q3: 1,179 shares 1,179 $55.9K <0.01% 0 Timeline CIBR FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 539 shares; 2025Q1: 539 shares; 2025Q2: 539 shares; 2025Q3: 539 shares; 2025Q4: 541 shares; 2026Q1: 542 shares; 2026Q2: 542 shares; 2026Q3: 542 shares 542 $55.9K <0.01% 0 Timeline ARM ARM HOLDINGS PLC More: the full row for ARM HOLDINGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 575 shares; 2025Q1: 575 shares; 2025Q2: 339 shares; 2025Q3: 339 shares; 2025Q4: 339 shares; 2026Q1: 339 shares; 2026Q2: 373 shares; 2026Q3: 193 shares 193 $55.9K <0.01% -180 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 348 shares; 2025Q1: 348 shares; 2025Q2: 696 shares; 2025Q3: 737 shares; 2025Q4: 737 shares; 2026Q1: 799 shares; 2026Q2: 799 shares; 2026Q3: 1,121 shares 1,121 $55.5K <0.01% +322 Timeline VLUE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 279 shares; 2025Q1: 279 shares; 2025Q2: 279 shares; 2025Q3: 279 shares; 2025Q4: 279 shares; 2026Q1: 279 shares; 2026Q2: 279 shares; 2026Q3: 279 shares 279 $55.2K <0.01% 0 Timeline EIX EDISON INTL More: the full row for EDISON INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 524 shares; 2025Q1: 524 shares; 2025Q2: 524 shares; 2025Q3: 524 shares; 2025Q4: 524 shares; 2026Q1: 524 shares; 2026Q2: 524 shares; 2026Q3: 1,019 shares 1,019 $54.8K <0.01% +495 Timeline SYM SYMBOTIC INC More: the full row for SYMBOTIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 11,782 shares; 2025Q1: 11,782 shares; 2025Q2: 7,594 shares; 2025Q3: 3,102 shares; 2025Q4: 1,290 shares; 2026Q1: 1,290 shares; 2026Q2: 1,290 shares; 2026Q3: 1,290 shares 1,290 $54.3K <0.01% 0 Timeline LUV SOUTHWEST AIRLS CO More: the full row for SOUTHWEST AIRLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,294 shares; 2025Q3: 1,294 shares; 2025Q4: 1,294 shares; 2026Q1: 1,294 shares; 2026Q2: 1,294 shares; 2026Q3: 1,294 shares 1,294 $53.9K <0.01% 0 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; 2024Q4: 1,350 shares; 2025Q1: 1,350 shares; 2025Q2: 1,350 shares; 2025Q3: 1,350 shares; 2025Q4: 1,350 shares; 2026Q1: 1,350 shares; 2026Q2: 1,350 shares; 2026Q3: 1,350 shares 1,350 $53.4K <0.01% 0 Timeline STM STMICROELECTRONICS N V More: the full row for STMICROELECTRONICS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,439 shares; 2025Q1: 1,439 shares; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares; 2026Q1: 1,000 shares; 2026Q2: 1,000 shares; 2026Q3: 1,000 shares 1,000 $53.4K <0.01% 0 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 192 shares; 2025Q1: 192 shares; 2025Q2: 192 shares; 2025Q3: 226 shares; 2025Q4: 212 shares; 2026Q1: 217 shares; 2026Q2: 201 shares; 2026Q3: 196 shares 196 $53.3K <0.01% -5 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 328 shares; 2025Q1: 328 shares; 2025Q2: 350 shares; 2025Q3: 466 shares; 2025Q4: 468 shares; 2026Q1: 470 shares; 2026Q2: 472 shares; 2026Q3: 474 shares 474 $52.9K <0.01% +2 Timeline CPSL CALAMOS ETF TR More: the full row for CALAMOS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,864 shares; 2025Q4: 1,864 shares; 2026Q1: 1,864 shares; 2026Q2: 1,864 shares; 2026Q3: 1,864 shares 1,864 $52.7K <0.01% 0 Timeline CVNA CARVANA CO More: the full row for CARVANA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 285 shares; 2025Q3: 285 shares; 2025Q4: 160 shares; 2026Q1: 160 shares; 2026Q2: 800 shares; 2026Q3: 840 shares 840 $52.5K <0.01% +40 Timeline GEHC GE HEALTHCARE TECHNOLOGIES I More: the full row for GE HEALTHCARE TECHNOLOGIES I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,260 shares; 2025Q1: 1,260 shares; 2025Q2: 778 shares; 2025Q3: 778 shares; 2025Q4: 853 shares; 2026Q1: 795 shares; 2026Q2: 795 shares; 2026Q3: 794 shares 794 $51.9K <0.01% -1 Timeline GNRC GENERAC HLDGS INC More: the full row for GENERAC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 250 shares; 2025Q1: 250 shares; 2025Q2: 250 shares; 2025Q3: 250 shares; 2025Q4: 250 shares; 2026Q1: 250 shares; 2026Q2: 250 shares; 2026Q3: 250 shares 250 $51.7K <0.01% 0 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,275 shares; 2025Q1: 1,275 shares; 2025Q2: 1,275 shares; 2025Q3: 1,275 shares; 2025Q4: 1,275 shares; 2026Q1: 1,275 shares; 2026Q2: 1,275 shares; 2026Q3: 1,275 shares 1,275 $51.5K <0.01% 0 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 78 shares; 2025Q1: 78 shares; 2025Q2: 158 shares; 2025Q3: 967 shares; 2025Q4: 933 shares; 2026Q1: 960 shares; 2026Q2: 802 shares; 2026Q3: 747 shares 747 $51.2K <0.01% -55 Timeline CPSM CALAMOS ETF TR More: the full row for CALAMOS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,714 shares; 2026Q3: 1,714 shares 1,714 $50.7K <0.01% 0 Timeline MRNA MODERNA INC More: the full row for MODERNA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 263 shares; 2025Q1: 263 shares; 2025Q2: 263 shares; 2025Q3: 263 shares; 2025Q4: 263 shares; 2026Q1: 263 shares; 2026Q2: 263 shares; 2026Q3: 263 shares 263 $50.6K <0.01% 0 Timeline VDC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 273 shares; 2025Q1: 273 shares; 2025Q2: 232 shares; 2025Q3: 232 shares; 2025Q4: 232 shares; 2026Q1: 232 shares; 2026Q2: 232 shares; 2026Q3: 232 shares 232 $50.6K <0.01% 0 Timeline MRP MILLROSE PPTYS INC More: the full row for MILLROSE PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 63 shares; 2025Q3: 37 shares; 2025Q4: 37 shares; 2026Q1: 1,876 shares; 2026Q2: 1,876 shares; 2026Q3: 1,876 shares 1,876 $48.7K <0.01% 0 Timeline USHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,242 shares; 2025Q1: 1,242 shares; 2025Q2: 1,281 shares; 2025Q3: 1,281 shares; 2025Q4: 1,242 shares; 2026Q1: 1,242 shares; 2026Q2: 1,355 shares; 2026Q3: 1,355 shares 1,355 $48.4K <0.01% 0 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,406 shares; 2025Q1: 2,406 shares; 2025Q2: 2,426 shares; 2025Q3: 2,438 shares; 2025Q4: 2,455 shares; 2026Q1: 1,382 shares; 2026Q2: 1,382 shares; 2026Q3: 607 shares 607 $47.5K <0.01% -775 Timeline ICLN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,778 shares; 2025Q1: 2,778 shares; 2025Q2: 2,778 shares; 2025Q3: 2,778 shares; 2025Q4: 2,778 shares; 2026Q1: 2,778 shares; 2026Q2: 2,778 shares; 2026Q3: 2,778 shares 2,778 $47.2K <0.01% 0 Timeline FTK FLOTEK INDUSTRIES INC More: the full row for FLOTEK INDUSTRIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,609 shares; 2025Q4: 1,609 shares; 2026Q1: 1,609 shares; 2026Q2: 1,609 shares; 2026Q3: 1,609 shares 1,609 $47.2K <0.01% 0 Timeline CPER UNITED STS COMMODITY INDEX F More: the full row for UNITED STS COMMODITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,161 shares; 2025Q4: 1,161 shares; 2026Q1: 1,161 shares; 2026Q2: 1,161 shares; 2026Q3: 1,161 shares 1,161 $46.2K <0.01% 0 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 206 shares; 2025Q1: 206 shares; 2025Q2: 220 shares; 2025Q3: 247 shares; 2025Q4: 217 shares; 2026Q1: 217 shares; 2026Q2: 167 shares; 2026Q3: 167 shares 167 $46K <0.01% 0 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,040 shares; 2025Q3: 1,045 shares; 2025Q4: 1,043 shares; 2026Q1: 1,026 shares; 2026Q2: 565 shares; 2026Q3: 564 shares 564 $45.7K <0.01% -1 Timeline VTHR VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 142 shares; 2026Q2: 142 shares; 2026Q3: 136 shares 136 $45.6K <0.01% -6 Timeline DOW DOW HLDGS INC More: the full row for DOW HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,861 shares; 2025Q1: 2,861 shares; 2025Q2: 3,762 shares; 2025Q3: 3,274 shares; 2025Q4: 1,986 shares; 2026Q1: 1,986 shares; 2026Q2: 1,653 shares; 2026Q3: 1,653 shares 1,653 $45.5K <0.01% 0 Timeline EXR EXTRA SPACE STORAGE INC More: the full row for EXTRA SPACE STORAGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 418 shares; 2025Q1: 418 shares; 2025Q2: 384 shares; 2025Q3: 384 shares; 2025Q4: 384 shares; 2026Q1: 346 shares; 2026Q2: 346 shares; 2026Q3: 346 shares 346 $45.5K <0.01% 0 Timeline CMC COMMERCIAL METALS CO More: the full row for COMMERCIAL METALS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 724 shares; 2025Q1: 724 shares; 2025Q2: 724 shares; 2025Q3: 724 shares; 2025Q4: 724 shares; 2026Q1: 724 shares; 2026Q2: 724 shares; 2026Q3: 724 shares 724 $45K <0.01% 0 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 55 shares; 2025Q1: 55 shares; 2025Q2: 255 shares; 2025Q3: 402 shares; 2025Q4: 342 shares; 2026Q1: 361 shares; 2026Q2: 292 shares; 2026Q3: 276 shares 276 $44.3K <0.01% -16 Timeline DBA INVESCO DB MULTI-SECTOR COMM More: the full row for INVESCO DB MULTI-SECTOR COMM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,350 shares; 2025Q1: 1,350 shares; 2025Q2: 1,350 shares; 2025Q3: 1,565 shares; 2025Q4: 1,565 shares; 2026Q1: 1,565 shares; 2026Q2: 1,565 shares; 2026Q3: 1,565 shares 1,565 $44K <0.01% 0 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 187 shares; 2025Q1: 187 shares; 2025Q2: 187 shares; 2025Q3: 187 shares; 2025Q4: 187 shares; 2026Q1: 187 shares; 2026Q2: 187 shares; 2026Q3: 209 shares 209 $44K <0.01% +22 Timeline FXZ FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 563 shares; 2025Q1: 563 shares; 2025Q2: 563 shares; 2025Q3: 563 shares; 2025Q4: 563 shares; 2026Q1: 563 shares; 2026Q2: 563 shares; 2026Q3: 563 shares 563 $43.5K <0.01% 0 Timeline GSIE GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 949 shares; 2025Q1: 949 shares; 2025Q2: 949 shares; 2025Q3: 949 shares; 2025Q4: 949 shares; 2026Q1: 949 shares; 2026Q2: 949 shares; 2026Q3: 949 shares 949 $43.5K <0.01% 0 Timeline BXSL BLACKSTONE SECD LENDING FD More: the full row for BLACKSTONE SECD LENDING FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 425 shares; 2025Q1: 425 shares; 2025Q2: 425 shares; 2025Q3: 425 shares; 2025Q4: 999 shares; 2026Q1: 1,812 shares; 2026Q2: 1,812 shares; 2026Q3: 1,812 shares 1,812 $43.5K <0.01% 0 Timeline NI NISOURCE INC More: the full row for NISOURCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,102 shares; 2025Q1: 1,102 shares; 2025Q2: 1,102 shares; 2025Q3: 1,102 shares; 2025Q4: 1,102 shares; 2026Q1: 1,102 shares; 2026Q2: 1,102 shares; 2026Q3: 1,102 shares 1,102 $43K <0.01% 0 Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,365 shares; 2025Q1: 1,365 shares; 2025Q2: 1,375 shares; 2025Q3: 1,375 shares; 2025Q4: 1,375 shares; 2026Q1: 1,375 shares; 2026Q2: 1,375 shares; 2026Q3: 1,365 shares 1,365 $42.7K <0.01% -10 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,542 shares; 2026Q3: 1,554 shares 1,554 $42.7K <0.01% +12 Timeline HPK HIGHPEAK ENERGY INC More: the full row for HIGHPEAK ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,207 shares; 2025Q1: 5,207 shares; 2025Q2: 5,215 shares; 2025Q3: 5,220 shares; 2025Q4: 5,229 shares; 2026Q1: 5,229 shares; 2026Q2: 5,229 shares; 2026Q3: 5,229 shares 5,229 $42.7K <0.01% 0 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 788 shares; 2025Q1: 788 shares; 2025Q2: 590 shares; 2025Q3: 590 shares; 2025Q4: 164 shares; 2026Q1: 164 shares; 2026Q2: 164 shares; 2026Q3: 164 shares 164 $42.3K <0.01% 0 Timeline MTZ MASTEC INC More: the full row for MASTEC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 20 shares; 2025Q1: 20 shares; 2025Q2: 40 shares; 2025Q3: 40 shares; 2025Q4: 40 shares; 2026Q1: 40 shares; 2026Q2: 140 shares; 2026Q3: 197 shares 197 $42.1K <0.01% +57 Timeline EBF ENNIS INC More: the full row for ENNIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,860 shares; 2025Q1: 1,860 shares; 2025Q2: 1,860 shares; 2025Q3: 1,860 shares; 2025Q4: 1,860 shares; 2026Q1: 1,860 shares; 2026Q2: 1,860 shares; 2026Q3: 1,860 shares 1,860 $41.9K <0.01% 0 Timeline BSCQ 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; 2024Q4: 4,233 shares; 2025Q1: 4,233 shares; 2025Q2: 2,140 shares; 2025Q3: 2,140 shares; 2025Q4: 2,140 shares; 2026Q1: 2,140 shares; 2026Q2: 2,140 shares; 2026Q3: 2,140 shares 2,140 $41.8K <0.01% 0 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 424 shares; 2025Q1: 424 shares; 2025Q2: 424 shares; 2025Q3: 424 shares; 2025Q4: 424 shares; 2026Q1: 424 shares; 2026Q2: 424 shares; 2026Q3: 424 shares 424 $41.8K <0.01% 0 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; 2024Q4: 900 shares; 2025Q1: 900 shares; 2025Q2: 900 shares; 2025Q3: 900 shares; 2025Q4: 900 shares; 2026Q1: 900 shares; 2026Q2: 900 shares; 2026Q3: 900 shares 900 $41.7K <0.01% 0 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 103 shares; 2025Q1: 103 shares; 2025Q2: 19 shares; 2025Q3: 19 shares; 2025Q4: 19 shares; 2026Q1: 19 shares; 2026Q2: 19 shares; 2026Q3: 23 shares 23 $41.7K <0.01% +4 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 313 shares; 2025Q1: 313 shares; 2025Q2: 250 shares; 2025Q3: 250 shares; 2025Q4: 250 shares; 2026Q1: 250 shares; 2026Q2: 250 shares; 2026Q3: 250 shares 250 $40.8K <0.01% 0 Timeline THQ ABRDN HEALTHCARE OPPORTUNITI More: the full row for ABRDN HEALTHCARE OPPORTUNITI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,208 shares; 2026Q3: 2,208 shares 2,208 $40.6K <0.01% 0 Timeline IBDR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,114 shares; 2025Q1: 4,114 shares; 2025Q2: 1,670 shares; 2025Q3: 1,670 shares; 2025Q4: 1,670 shares; 2026Q1: 1,670 shares; 2026Q2: 1,670 shares; 2026Q3: 1,670 shares 1,670 $40.5K <0.01% 0 Timeline TY TRI CONTL CORP More: the full row for TRI CONTL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,109 shares; 2025Q1: 1,109 shares; 2025Q2: 1,109 shares; 2025Q3: 1,113 shares; 2025Q4: 1,153 shares; 2026Q1: 1,159 shares; 2026Q2: 1,173 shares; 2026Q3: 1,178 shares 1,178 $40.5K <0.01% +5 Timeline RPM RPM INTL INC More: the full row for RPM INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 394 shares; 2025Q1: 394 shares; 2025Q2: 397 shares; 2025Q3: 399 shares; 2025Q4: 401 shares; 2026Q1: 403 shares; 2026Q2: 405 shares; 2026Q3: 407 shares 407 $40.2K <0.01% +2 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 240 shares; 2025Q1: 240 shares; 2025Q2: 240 shares; 2025Q3: 240 shares; 2025Q4: 240 shares; 2026Q1: 240 shares; 2026Q2: 255 shares; 2026Q3: 255 shares 255 $40.2K <0.01% 0 Timeline SOLS SOLSTICE ADVANCED MATLS INC More: the full row for SOLSTICE ADVANCED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 974 shares; 2026Q1: 728 shares; 2026Q2: 707 shares; 2026Q3: 701 shares 701 $39.5K <0.01% -6 Timeline RACE FERRARI N V More: the full row for FERRARI N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 100 shares; 2025Q4: 100 shares; 2026Q1: 100 shares; 2026Q2: 100 shares; 2026Q3: 100 shares 100 $39.3K <0.01% 0 Timeline AGD ABRDN GLOBAL DYNAMIC DIVIDEN More: the full row for ABRDN GLOBAL DYNAMIC DIVIDEN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,712 shares; 2025Q1: 2,712 shares; 2025Q2: 2,888 shares; 2025Q3: 2,968 shares; 2025Q4: 3,027 shares; 2026Q1: 3,150 shares; 2026Q2: 3,243 shares; 2026Q3: 3,340 shares 3,340 $39.1K <0.01% +97 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 297 shares; 2025Q1: 297 shares; 2025Q2: 297 shares; 2025Q3: 297 shares; 2025Q4: 297 shares; 2026Q1: 285 shares; 2026Q2: 285 shares; 2026Q3: 285 shares 285 $38.9K <0.01% 0 Timeline ERIC TELEFONAKTIEBOLAGET LM ERICS More: the full row for TELEFONAKTIEBOLAGET LM ERICS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,232 shares; 2025Q1: 4,232 shares; 2025Q2: 4,232 shares; 2025Q3: 4,232 shares; 2025Q4: 4,232 shares; 2026Q1: 4,232 shares; 2026Q2: 4,232 shares; 2026Q3: 4,232 shares 4,232 $38.7K <0.01% 0 Timeline BC BRUNSWICK CORP More: the full row for BRUNSWICK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 600 shares; 2025Q1: 600 shares; 2025Q2: 600 shares; 2025Q3: 600 shares; 2025Q4: 600 shares; 2026Q1: 600 shares; 2026Q2: 600 shares; 2026Q3: 600 shares 600 $38.5K <0.01% 0 Timeline VAW VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 285 shares; 2025Q1: 285 shares; 2025Q2: 194 shares; 2025Q3: 194 shares; 2025Q4: 175 shares; 2026Q1: 175 shares; 2026Q2: 175 shares; 2026Q3: 175 shares 175 $38.2K <0.01% 0 Timeline DRIV GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,617 shares; 2025Q1: 2,617 shares; 2025Q2: 1,140 shares; 2025Q3: 1,140 shares; 2025Q4: 1,140 shares; 2026Q1: 1,140 shares; 2026Q2: 1,140 shares; 2026Q3: 1,140 shares 1,140 $37.8K <0.01% 0 Timeline HAS HASBRO INC More: the full row for HASBRO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 587 shares; 2025Q1: 587 shares; 2025Q2: 481 shares; 2025Q3: 481 shares; 2025Q4: 481 shares; 2026Q1: 428 shares; 2026Q2: 428 shares; 2026Q3: 428 shares 428 $37.5K <0.01% 0 Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,184 shares; 2025Q1: 4,184 shares; 2025Q2: 1,211 shares; 2025Q3: 733 shares; 2025Q4: 450 shares; 2026Q1: 450 shares; 2026Q2: 797 shares; 2026Q3: 797 shares 797 $36.7K <0.01% 0 Timeline PWV INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 478 shares 478 $36.5K <0.01% new Timeline BNS BANK NOVA SCOTIA B C More: the full row for BANK NOVA SCOTIA B C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 400 shares; 2025Q1: 400 shares; 2025Q2: 400 shares; 2025Q3: 400 shares; 2025Q4: 400 shares; 2026Q1: 400 shares; 2026Q2: 400 shares; 2026Q3: 400 shares 400 $36.3K <0.01% 0 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 343 shares; 2025Q1: 343 shares; 2025Q2: 319 shares; 2025Q3: 315 shares; 2025Q4: 315 shares; 2026Q1: 315 shares; 2026Q2: 289 shares; 2026Q3: 157 shares 157 $36K <0.01% -132 Timeline ESML ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 267 shares; 2025Q1: 267 shares; 2025Q2: 467 shares; 2025Q3: 451 shares; 2025Q4: 455 shares; 2026Q1: 437 shares; 2026Q2: 681 shares; 2026Q3: 691 shares 691 $35.9K <0.01% +10 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 803 shares; 2025Q1: 803 shares; 2025Q2: 803 shares; 2025Q3: 650 shares; 2025Q4: 651 shares; 2026Q1: 652 shares; 2026Q2: 652 shares; 2026Q3: 653 shares 653 $35.8K <0.01% +1 Timeline UNF UNIFIRST CORP MASS More: the full row for UNIFIRST CORP MASS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 140 shares; 2025Q1: 140 shares; 2025Q2: 140 shares; 2025Q3: 140 shares; 2025Q4: 140 shares; 2026Q1: 140 shares; 2026Q2: 140 shares; 2026Q3: 140 shares 140 $35.1K <0.01% 0 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 269 shares; 2025Q1: 269 shares; 2025Q2: 269 shares; 2025Q3: 269 shares; 2025Q4: 269 shares; 2026Q1: 269 shares; 2026Q2: 269 shares; 2026Q3: 269 shares 269 $34.9K <0.01% 0 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 631 shares; 2025Q1: 631 shares; 2025Q2: 631 shares; 2025Q3: 631 shares; 2025Q4: 631 shares; 2026Q1: 631 shares; 2026Q2: 604 shares; 2026Q3: 604 shares 604 $34.9K <0.01% 0 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 500 shares; 2025Q1: 500 shares; 2025Q2: 500 shares; 2025Q3: 500 shares; 2025Q4: 500 shares; 2026Q1: 500 shares; 2026Q2: 500 shares; 2026Q3: 500 shares 500 $34.9K <0.01% 0 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 506 shares; 2025Q1: 506 shares; 2025Q2: 506 shares; 2025Q3: 506 shares; 2025Q4: 506 shares; 2026Q1: 506 shares; 2026Q2: 506 shares; 2026Q3: 253 shares 253 $34.8K <0.01% -253 Timeline AIRR FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 337 shares; 2025Q4: 337 shares; 2026Q1: 337 shares; 2026Q2: 337 shares; 2026Q3: 337 shares 337 $34.8K <0.01% 0 Timeline AEE AMEREN CORP More: the full row for AMEREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 350 shares; 2025Q1: 350 shares; 2025Q2: 350 shares; 2025Q3: 350 shares; 2025Q4: 350 shares; 2026Q1: 350 shares; 2026Q2: 350 shares; 2026Q3: 350 shares 350 $34.8K <0.01% 0 Timeline TSN TYSON FOODS INC More: the full row for TYSON FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 297 shares; 2025Q1: 297 shares; 2025Q2: 685 shares; 2025Q3: 685 shares; 2025Q4: 685 shares; 2026Q1: 685 shares; 2026Q2: 685 shares; 2026Q3: 685 shares 685 $34.6K <0.01% 0 Timeline MSM MSC INDL DIRECT INC More: the full row for MSC INDL DIRECT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 276 shares; 2025Q1: 276 shares; 2025Q2: 276 shares; 2025Q3: 276 shares; 2025Q4: 276 shares; 2026Q1: 276 shares; 2026Q2: 276 shares; 2026Q3: 276 shares 276 $34.1K <0.01% 0 Timeline TDC TERADATA CORP DEL More: the full row for TERADATA CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,245 shares; 2025Q1: 1,245 shares; 2025Q2: 1,182 shares; 2025Q3: 1,182 shares; 2025Q4: 1,182 shares; 2026Q1: 1,182 shares; 2026Q2: 1,182 shares; 2026Q3: 1,182 shares 1,182 $34.1K <0.01% 0 Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 118 shares; 2025Q1: 118 shares; 2025Q2: 118 shares; 2025Q3: 118 shares; 2025Q4: 118 shares; 2026Q1: 118 shares; 2026Q2: 118 shares; 2026Q3: 118 shares 118 $33.4K <0.01% 0 Timeline CNI CANADIAN NATL RY CO More: the full row for CANADIAN NATL RY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 280 shares; 2025Q1: 280 shares; 2025Q2: 280 shares; 2025Q3: 280 shares; 2025Q4: 280 shares; 2026Q1: 280 shares; 2026Q2: 280 shares; 2026Q3: 280 shares 280 $33.3K <0.01% 0 Timeline HALO HALOZYME THERAPEUTICS INC More: the full row for HALOZYME THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 300 shares; 2025Q3: 300 shares; 2025Q4: 300 shares; 2026Q1: 300 shares; 2026Q2: 300 shares; 2026Q3: 300 shares 300 $33.1K <0.01% 0 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 931 shares; 2025Q1: 931 shares; 2025Q2: 306 shares; 2025Q3: 309 shares; 2025Q4: 314 shares; 2026Q1: 316 shares; 2026Q2: 320 shares; 2026Q3: 324 shares 324 $33.1K <0.01% +4 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 191 shares; 2025Q1: 191 shares; 2025Q2: 143 shares; 2025Q3: 143 shares; 2025Q4: 143 shares; 2026Q1: 143 shares; 2026Q2: 143 shares; 2026Q3: 143 shares 143 $32.9K <0.01% 0 Timeline ZBH ZIMMER BIOMET HOLDINGS INC More: the full row for ZIMMER BIOMET HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 407 shares; 2025Q1: 407 shares; 2025Q2: 407 shares; 2025Q3: 407 shares; 2025Q4: 408 shares; 2026Q1: 368 shares; 2026Q2: 368 shares; 2026Q3: 369 shares 369 $32.7K <0.01% +1 Timeline GVI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 314 shares; 2025Q4: 314 shares; 2026Q1: 314 shares; 2026Q2: 314 shares; 2026Q3: 314 shares 314 $32.4K <0.01% 0 Timeline UEC URANIUM ENERGY CORP More: the full row for URANIUM ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,424 shares; 2025Q1: 3,424 shares; 2025Q2: 3,424 shares; 2025Q3: 3,424 shares; 2025Q4: 3,424 shares; 2026Q1: 3,704 shares; 2026Q2: 3,704 shares; 2026Q3: 3,424 shares 3,424 $32.4K <0.01% -280 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 90 shares; 2025Q1: 90 shares; 2025Q2: 90 shares; 2025Q3: 90 shares; 2025Q4: 57 shares; 2026Q1: 57 shares; 2026Q2: 158 shares; 2026Q3: 216 shares 216 $32K <0.01% +58 Timeline TSEM TOWER SEMICONDUCTOR LTD More: the full row for TOWER SEMICONDUCTOR LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 90 shares; 2026Q1: 90 shares; 2026Q2: 140 shares; 2026Q3: 140 shares 140 $31.8K <0.01% 0 Timeline