GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 246,124 shares; 2025Q1: 245,265 shares; 2025Q2: 248,181 shares; 2025Q3: 247,545 shares; 2025Q4: 243,574 shares; 2026Q1: 239,876 shares; 2026Q2: 236,545 shares; 2026Q3: 237,063 shares 237,063 $80.8M 4.15% +518 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: 1,165,938 shares; 2025Q1: 734,324 shares; 2025Q2: 661,885 shares; 2025Q3: 450,380 shares; 2025Q4: 444,613 shares; 2026Q1: 437,524 shares; 2026Q2: 436,259 shares; 2026Q3: 428,247 shares 428,247 $80.1M 4.11% -8,012 Timeline AVDE AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 690,441 shares; 2025Q1: 710,627 shares; 2025Q2: 731,327 shares; 2025Q3: 736,112 shares; 2025Q4: 757,012 shares; 2026Q1: 767,452 shares; 2026Q2: 771,462 shares; 2026Q3: 789,054 shares 789,054 $71.1M 3.65% +17,592 Timeline AVEM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 604,139 shares; 2025Q1: 623,034 shares; 2025Q2: 645,242 shares; 2025Q3: 649,487 shares; 2025Q4: 664,423 shares; 2026Q1: 671,428 shares; 2026Q2: 674,517 shares; 2026Q3: 683,140 shares 683,140 $64.2M 3.3% +8,623 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 541,631 shares; 2025Q1: 560,933 shares; 2025Q2: 660,278 shares; 2025Q3: 665,235 shares; 2025Q4: 694,971 shares; 2026Q1: 717,219 shares; 2026Q2: 732,119 shares; 2026Q3: 766,834 shares 766,834 $62.3M 3.2% +34,715 Timeline JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 884,506 shares; 2025Q1: 925,008 shares; 2025Q2: 1,057,357 shares; 2025Q3: 1,064,256 shares; 2025Q4: 1,106,508 shares; 2026Q1: 1,149,903 shares; 2026Q2: 1,170,199 shares; 2026Q3: 1,224,066 shares 1,224,066 $61.8M 3.17% +53,867 Timeline JEMB JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,035,255 shares; 2025Q3: 1,061,083 shares; 2025Q4: 1,102,583 shares; 2026Q1: 1,147,399 shares; 2026Q2: 1,166,905 shares; 2026Q3: 1,195,708 shares 1,195,708 $61M 3.13% +28,803 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 57,637 shares; 2025Q1: 57,102 shares; 2025Q2: 57,371 shares; 2025Q3: 57,167 shares; 2025Q4: 58,396 shares; 2026Q1: 58,565 shares; 2026Q2: 58,622 shares; 2026Q3: 57,475 shares 57,475 $57.5M 2.95% -1,147 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: 522,949 shares; 2025Q1: 521,206 shares; 2025Q2: 522,830 shares; 2025Q3: 522,351 shares; 2025Q4: 521,778 shares; 2026Q1: 514,385 shares; 2026Q2: 506,582 shares; 2026Q3: 496,901 shares 496,901 $53.5M 2.75% -9,681 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: 349,256 shares; 2025Q1: 345,067 shares; 2025Q2: 344,082 shares; 2025Q3: 344,150 shares; 2025Q4: 349,835 shares; 2026Q1: 347,439 shares; 2026Q2: 350,240 shares; 2026Q3: 351,309 shares 351,309 $52.4M 2.69% +1,069 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: 195,903 shares; 2025Q1: 191,348 shares; 2025Q2: 190,759 shares; 2025Q3: 190,852 shares; 2025Q4: 194,376 shares; 2026Q1: 194,148 shares; 2026Q2: 195,763 shares; 2026Q3: 194,803 shares 194,803 $51M 2.62% -960 Timeline PSQO PALMER SQUARE FUNDS TR More: the full row for PALMER SQUARE FUNDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 183,080 shares; 2025Q1: 398,136 shares; 2025Q2: 1,796,773 shares; 2025Q3: 1,835,964 shares; 2025Q4: 1,901,096 shares; 2026Q1: 2,019,239 shares; 2026Q2: 2,048,978 shares; 2026Q3: 2,153,188 shares 2,153,188 $44.3M 2.27% +104,210 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: 128,519 shares; 2025Q1: 127,555 shares; 2025Q2: 127,374 shares; 2025Q3: 126,977 shares; 2025Q4: 125,566 shares; 2026Q1: 127,381 shares; 2026Q2: 127,072 shares; 2026Q3: 126,960 shares 126,960 $42.3M 2.17% -112 Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 877,694 shares; 2025Q1: 840,702 shares; 2025Q2: 843,854 shares; 2025Q3: 842,055 shares; 2025Q4: 843,928 shares; 2026Q1: 837,279 shares; 2026Q2: 838,806 shares; 2026Q3: 826,018 shares 826,018 $41.8M 2.15% -12,788 Timeline AVIV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 444,847 shares; 2025Q1: 456,194 shares; 2025Q2: 468,898 shares; 2025Q3: 473,063 shares; 2025Q4: 488,185 shares; 2026Q1: 499,116 shares; 2026Q2: 508,168 shares; 2026Q3: 520,568 shares 520,568 $41.5M 2.13% +12,400 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: 54,676 shares; 2025Q1: 53,788 shares; 2025Q2: 54,062 shares; 2025Q3: 54,088 shares; 2025Q4: 54,177 shares; 2026Q1: 54,303 shares; 2026Q2: 54,746 shares; 2026Q3: 58,434 shares 58,434 $39.4M 2.03% +3,688 Timeline BBBI 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: not reported; 2025Q1: not reported; 2025Q2: 711,570 shares; 2025Q3: 727,817 shares; 2025Q4: 752,065 shares; 2026Q1: 770,820 shares; 2026Q2: 785,064 shares; 2026Q3: 802,739 shares 802,739 $39.1M 2.01% +17,675 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 79,342 shares; 2025Q1: 77,079 shares; 2025Q2: 77,107 shares; 2025Q3: 76,915 shares; 2025Q4: 77,062 shares; 2026Q1: 77,345 shares; 2026Q2: 77,270 shares; 2026Q3: 76,665 shares 76,665 $37.7M 1.94% -605 Timeline JSI JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 359,839 shares; 2025Q1: 449,236 shares; 2025Q2: 648,789 shares; 2025Q3: 658,133 shares; 2025Q4: 684,089 shares; 2026Q1: 699,263 shares; 2026Q2: 715,976 shares; 2026Q3: 755,491 shares 755,491 $37.7M 1.94% +39,515 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: 11,708 shares; 2025Q1: 13,871 shares; 2025Q2: 156,264 shares; 2025Q3: 155,656 shares; 2025Q4: 150,179 shares; 2026Q1: 150,951 shares; 2026Q2: 151,676 shares; 2026Q3: 153,289 shares 153,289 $35M 1.8% +1,613 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: 68,050 shares; 2025Q1: 67,977 shares; 2025Q2: 67,977 shares; 2025Q3: 67,977 shares; 2025Q4: 67,977 shares; 2026Q1: 67,977 shares; 2026Q2: 67,995 shares; 2026Q3: 67,821 shares 67,821 $34.5M 1.77% -174 Timeline UTHR UNITED THERAPEUTICS CORP DEL More: the full row for UNITED THERAPEUTICS CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 64,575 shares; 2025Q1: 63,696 shares; 2025Q2: 63,924 shares; 2025Q3: 63,880 shares; 2025Q4: 63,532 shares; 2026Q1: 62,436 shares; 2026Q2: 61,479 shares; 2026Q3: 60,976 shares 60,976 $33M 1.7% -503 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: 63,921 shares; 2025Q1: 60,919 shares; 2025Q2: 60,583 shares; 2025Q3: 60,418 shares; 2025Q4: 59,825 shares; 2026Q1: 60,415 shares; 2026Q2: 59,733 shares; 2026Q3: 59,832 shares 59,832 $33M 1.69% +99 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: 148,557 shares; 2025Q1: 147,971 shares; 2025Q2: 149,496 shares; 2025Q3: 149,816 shares; 2025Q4: 157,908 shares; 2026Q1: 158,703 shares; 2026Q2: 157,868 shares; 2026Q3: 157,889 shares 157,889 $32.7M 1.68% +21 Timeline LDOS LEIDOS HOLDINGS INC More: the full row for LEIDOS HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 256,734 shares; 2025Q1: 261,686 shares; 2025Q2: 261,473 shares; 2025Q3: 261,090 shares; 2025Q4: 259,898 shares; 2026Q1: 257,074 shares; 2026Q2: 258,982 shares; 2026Q3: 267,358 shares 267,358 $32.6M 1.67% +8,376 Timeline DHI D R HORTON INC More: the full row for D R HORTON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 231,410 shares; 2025Q1: 229,353 shares; 2025Q2: 231,999 shares; 2025Q3: 231,755 shares; 2025Q4: 237,871 shares; 2026Q1: 238,240 shares; 2026Q2: 237,817 shares; 2026Q3: 238,167 shares 238,167 $32.5M 1.67% +350 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 43,683 shares; 2025Q1: 41,974 shares; 2025Q2: 41,588 shares; 2025Q3: 41,431 shares; 2025Q4: 41,817 shares; 2026Q1: 41,702 shares; 2026Q2: 42,332 shares; 2026Q3: 42,454 shares 42,454 $32.2M 1.65% +122 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 9,302 shares; 2025Q1: 17,008 shares; 2025Q2: 17,044 shares; 2025Q3: 17,034 shares; 2025Q4: 17,244 shares; 2026Q1: 18,375 shares; 2026Q2: 18,454 shares; 2026Q3: 18,518 shares 18,518 $32M 1.64% +64 Timeline AVDV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 242,753 shares; 2025Q1: 244,052 shares; 2025Q2: 252,608 shares; 2025Q3: 255,233 shares; 2025Q4: 265,035 shares; 2026Q1: 272,527 shares; 2026Q2: 278,701 shares; 2026Q3: 285,145 shares 285,145 $31.2M 1.6% +6,444 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: 82 shares; 2025Q1: 82 shares; 2025Q2: 33,067 shares; 2025Q3: 33,057 shares; 2025Q4: 32,998 shares; 2026Q1: 33,362 shares; 2026Q2: 33,444 shares; 2026Q3: 33,230 shares 33,230 $29.9M 1.54% -214 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 55,390 shares; 2025Q1: 54,984 shares; 2025Q2: 55,192 shares; 2025Q3: 55,297 shares; 2025Q4: 55,392 shares; 2026Q1: 55,753 shares; 2026Q2: 56,357 shares; 2026Q3: 56,545 shares 56,545 $29.6M 1.52% +188 Timeline TPYP TORTOISE CAPITAL SERIES TRUS More: the full row for TORTOISE CAPITAL SERIES TRUS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 659,221 shares; 2025Q3: 660,790 shares; 2025Q4: 664,650 shares; 2026Q1: 667,141 shares; 2026Q2: 670,333 shares; 2026Q3: 679,046 shares 679,046 $27.1M 1.39% +8,713 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: 279,342 shares; 2025Q1: 268,851 shares; 2025Q2: 270,615 shares; 2025Q3: 267,060 shares; 2025Q4: 266,961 shares; 2026Q1: 259,489 shares; 2026Q2: 254,376 shares; 2026Q3: 251,626 shares 251,626 $26.1M 1.34% -2,750 Timeline GRMN GARMIN LTD More: the full row for GARMIN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 95,289 shares; 2025Q1: 92,906 shares; 2025Q2: 93,329 shares; 2025Q3: 93,102 shares; 2025Q4: 93,030 shares; 2026Q1: 92,844 shares; 2026Q2: 92,500 shares; 2026Q3: 91,081 shares 91,081 $26.1M 1.34% -1,419 Timeline NOK NOKIA CORP More: the full row for NOKIA 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: 2,460,760 shares; 2026Q2: 2,457,295 shares; 2026Q3: 2,470,183 shares 2,470,183 $25M 1.29% +12,888 Timeline XBB 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: not reported; 2025Q1: not reported; 2025Q2: 463,770 shares; 2025Q3: 475,156 shares; 2025Q4: 486,275 shares; 2026Q1: 500,015 shares; 2026Q2: 507,082 shares; 2026Q3: 523,438 shares 523,438 $20.7M 1.06% +16,356 Timeline CDW CDW CORP More: the full row for CDW CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 157,303 shares; 2025Q1: 156,292 shares; 2025Q2: 157,618 shares; 2025Q3: 157,533 shares; 2025Q4: 158,137 shares; 2026Q1: 159,131 shares; 2026Q2: 157,897 shares; 2026Q3: 158,232 shares 158,232 $20.3M 1.04% +335 Timeline SHYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 285,223 shares; 2025Q1: 286,023 shares; 2025Q2: 436,172 shares; 2025Q3: 441,503 shares; 2025Q4: 449,928 shares; 2026Q1: 457,730 shares; 2026Q2: 465,716 shares; 2026Q3: 473,032 shares 473,032 $19.5M 1% +7,316 Timeline IBTJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,089,552 shares; 2025Q1: 1,138,479 shares; 2025Q2: 903,240 shares; 2025Q3: 904,871 shares; 2025Q4: 927,395 shares; 2026Q1: 944,974 shares; 2026Q2: 958,727 shares; 2026Q3: 913,459 shares 913,459 $19.4M 1% -45,268 Timeline IBTI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,083,810 shares; 2025Q1: 1,133,823 shares; 2025Q2: 907,555 shares; 2025Q3: 903,291 shares; 2025Q4: 924,092 shares; 2026Q1: 943,410 shares; 2026Q2: 959,379 shares; 2026Q3: 880,996 shares 880,996 $19.3M 0.99% -78,383 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 512,838 shares; 2025Q1: 525,487 shares; 2025Q2: 339,783 shares; 2025Q3: 340,653 shares; 2025Q4: 348,920 shares; 2026Q1: 357,227 shares; 2026Q2: 362,875 shares; 2026Q3: 363,385 shares 363,385 $18.6M 0.96% +510 Timeline ON ON SEMICONDUCTOR CORP More: the full row for ON SEMICONDUCTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 282,111 shares; 2025Q1: 289,056 shares; 2025Q2: 300,843 shares; 2025Q3: 302,204 shares; 2025Q4: 303,696 shares; 2026Q1: 306,776 shares; 2026Q2: 216,936 shares; 2026Q3: 219,533 shares 219,533 $16.9M 0.87% +2,597 Timeline HLI HOULIHAN LOKEY INC More: the full row for HOULIHAN LOKEY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 69,960 shares; 2026Q1: 72,270 shares; 2026Q2: 20,897 shares; 2026Q3: 128,463 shares 128,463 $16.2M 0.83% +107,566 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: 61,637 shares; 2025Q1: 62,692 shares; 2025Q2: 63,419 shares; 2025Q3: 63,637 shares; 2025Q4: 63,968 shares; 2026Q1: 63,667 shares; 2026Q2: 64,066 shares; 2026Q3: 66,052 shares 66,052 $15.6M 0.8% +1,986 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: 70,454 shares; 2025Q1: 69,657 shares; 2025Q2: 69,857 shares; 2025Q3: 69,495 shares; 2025Q4: 69,710 shares; 2026Q1: 70,190 shares; 2026Q2: 70,385 shares; 2026Q3: 74,589 shares 74,589 $13.7M 0.71% +4,204 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: 1,007 shares; 2025Q1: 170,590 shares; 2025Q2: 175,070 shares; 2025Q3: 176,307 shares; 2025Q4: 177,690 shares; 2026Q1: 181,991 shares; 2026Q2: 186,402 shares; 2026Q3: 194,658 shares 194,658 $13.3M 0.68% +8,256 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 177 shares; 2025Q1: 167 shares; 2025Q2: 189 shares; 2025Q3: 189 shares; 2025Q4: 149 shares; 2026Q1: 124 shares; 2026Q2: 9 shares; 2026Q3: 53,133 shares 53,133 $12.7M 0.65% +53,124 Timeline IMTM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 256,068 shares; 2025Q1: 243,931 shares; 2025Q2: 240,274 shares; 2025Q3: 239,136 shares; 2025Q4: 236,042 shares; 2026Q1: 228,717 shares; 2026Q2: 224,812 shares; 2026Q3: 216,001 shares 216,001 $11.4M 0.58% -8,811 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: 293,724 shares; 2025Q1: 279,142 shares; 2025Q2: 273,743 shares; 2025Q3: 273,068 shares; 2025Q4: 269,621 shares; 2026Q1: 260,166 shares; 2026Q2: 255,696 shares; 2026Q3: 246,568 shares 246,568 $11.3M 0.58% -9,128 Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 10 shares; 2025Q1: 10 shares; 2025Q2: 199 shares; 2025Q3: 199 shares; 2025Q4: 199 shares; 2026Q1: 100,467 shares; 2026Q2: 99,948 shares; 2026Q3: 102,748 shares 102,748 $11M 0.57% +2,800 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: 23,469 shares; 2025Q1: 25,019 shares; 2025Q2: 25,379 shares; 2025Q3: 25,379 shares; 2025Q4: 24,432 shares; 2026Q1: 24,556 shares; 2026Q2: 24,456 shares; 2026Q3: 27,607 shares 27,607 $9.5M 0.49% +3,151 Timeline VSLU ETF OPPORTUNITIES TRUST More: the full row for ETF OPPORTUNITIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 184,819 shares; 2025Q1: 208,457 shares; 2025Q2: 208,869 shares; 2025Q3: 211,130 shares; 2025Q4: 212,589 shares; 2026Q1: 204,495 shares; 2026Q2: 178,279 shares; 2026Q3: 186,115 shares 186,115 $9.03M 0.46% +7,836 Timeline CBC CENTRAL BANCOMPANY More: the full row for CENTRAL BANCOMPANY 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: 295,050 shares; 2026Q1: 282,050 shares; 2026Q2: 282,050 shares; 2026Q3: 282,050 shares 282,050 $8.81M 0.45% 0 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 23,985 shares; 2025Q1: 24,109 shares; 2025Q2: 25,725 shares; 2025Q3: 25,343 shares; 2025Q4: 25,128 shares; 2026Q1: 24,665 shares; 2026Q2: 24,671 shares; 2026Q3: 27,278 shares 27,278 $7.22M 0.37% +2,607 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: 34,127 shares; 2025Q1: 41,861 shares; 2025Q2: 41,840 shares; 2025Q3: 42,777 shares; 2025Q4: 42,275 shares; 2026Q1: 35,223 shares; 2026Q2: 29,921 shares; 2026Q3: 32,781 shares 32,781 $6.82M 0.35% +2,860 Timeline JKHY HENRY JACK & ASSOC INC More: the full row for HENRY JACK & ASSOC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 40,856 shares; 2025Q1: 40,856 shares; 2025Q2: 40,631 shares; 2025Q3: 40,631 shares; 2025Q4: 40,631 shares; 2026Q1: 40,336 shares; 2026Q2: 40,316 shares; 2026Q3: 40,149 shares 40,149 $5.75M 0.3% -167 Timeline XFIV 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 114,090 shares 114,090 $5.32M 0.27% new Timeline FV 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: 133,843 shares; 2025Q1: 95,049 shares; 2025Q2: 94,269 shares; 2025Q3: 93,574 shares; 2025Q4: 91,999 shares; 2026Q1: 80,737 shares; 2026Q2: 73,527 shares; 2026Q3: 71,985 shares 71,985 $5.28M 0.27% -1,542 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1 shares; 2025Q3: 1 shares; 2025Q4: 1 shares; 2026Q1: 1 shares; 2026Q2: 1 shares; 2026Q3: 7 shares 7 $5.23M 0.27% +6 Timeline GBIL 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: 261,250 shares; 2025Q1: 245,025 shares; 2025Q2: 35,557 shares; 2025Q3: 33,792 shares; 2025Q4: 33,792 shares; 2026Q1: 38,925 shares; 2026Q2: 38,925 shares; 2026Q3: 51,925 shares 51,925 $5.2M 0.27% +13,000 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: 18,124 shares; 2025Q1: 18,166 shares; 2025Q2: 17,816 shares; 2025Q3: 17,843 shares; 2025Q4: 17,844 shares; 2026Q1: 17,732 shares; 2026Q2: 17,732 shares; 2026Q3: 17,653 shares 17,653 $5.02M 0.26% -79 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: 4,601 shares; 2025Q1: 4,964 shares; 2025Q2: 5,125 shares; 2025Q3: 4,928 shares; 2025Q4: 4,702 shares; 2026Q1: 5,442 shares; 2026Q2: 5,028 shares; 2026Q3: 9,438 shares 9,438 $4.84M 0.25% +4,410 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 7,201 shares; 2025Q1: 8,949 shares; 2025Q2: 9,043 shares; 2025Q3: 8,826 shares; 2025Q4: 8,837 shares; 2026Q1: 8,851 shares; 2026Q2: 8,799 shares; 2026Q3: 11,431 shares 11,431 $3.78M 0.19% +2,632 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: 44,631 shares; 2025Q1: 43,131 shares; 2025Q2: 43,131 shares; 2025Q3: 43,131 shares; 2025Q4: 41,666 shares; 2026Q1: 40,166 shares; 2026Q2: 40,101 shares; 2026Q3: 38,038 shares 38,038 $3.71M 0.19% -2,063 Timeline IVSS ETF OPPORTUNITIES TRUST More: the full row for ETF OPPORTUNITIES 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: 123,235 shares; 2026Q2: 123,009 shares; 2026Q3: 128,278 shares 128,278 $3.67M 0.19% +5,269 Timeline CBSH COMMERCE BANCSHARES INC More: the full row for COMMERCE BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 71,986 shares; 2025Q1: 71,256 shares; 2025Q2: 71,234 shares; 2025Q3: 70,554 shares; 2025Q4: 72,279 shares; 2026Q1: 71,788 shares; 2026Q2: 71,288 shares; 2026Q3: 65,596 shares 65,596 $3.59M 0.18% -5,692 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 25,574 shares; 2025Q1: 25,045 shares; 2025Q2: 23,032 shares; 2025Q3: 22,765 shares; 2025Q4: 22,547 shares; 2026Q1: 21,131 shares; 2026Q2: 19,929 shares; 2026Q3: 19,254 shares 19,254 $3.45M 0.18% -675 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: 3,691 shares; 2025Q1: 3,923 shares; 2025Q2: 4,204 shares; 2025Q3: 4,054 shares; 2025Q4: 4,004 shares; 2026Q1: 3,864 shares; 2026Q2: 3,869 shares; 2026Q3: 6,272 shares 6,272 $3.12M 0.16% +2,403 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: 22,258 shares; 2025Q1: 22,463 shares; 2025Q2: 20,913 shares; 2025Q3: 20,913 shares; 2025Q4: 20,563 shares; 2026Q1: 20,438 shares; 2026Q2: 20,292 shares; 2026Q3: 21,467 shares 21,467 $3.12M 0.16% +1,175 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: 6,237 shares; 2025Q1: 6,197 shares; 2025Q2: 6,224 shares; 2025Q3: 6,224 shares; 2025Q4: 6,224 shares; 2026Q1: 5,647 shares; 2026Q2: 5,540 shares; 2026Q3: 6,840 shares 6,840 $2.88M 0.15% +1,300 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: 16,554 shares 16,554 $2.69M 0.14% new 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: 13,474 shares; 2025Q1: 13,443 shares; 2025Q2: 13,443 shares; 2025Q3: 13,443 shares; 2025Q4: 13,443 shares; 2026Q1: 13,343 shares; 2026Q2: 13,343 shares; 2026Q3: 13,143 shares 13,143 $2.44M 0.13% -200 Timeline IBTK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,078,973 shares; 2025Q1: 1,128,891 shares; 2025Q2: 99,110 shares; 2025Q3: 90,995 shares; 2025Q4: 90,995 shares; 2026Q1: 90,295 shares; 2026Q2: 87,410 shares; 2026Q3: 124,185 shares 124,185 $2.36M 0.12% +36,775 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: 7,346 shares; 2025Q1: 9,270 shares; 2025Q2: 9,521 shares; 2025Q3: 9,621 shares; 2025Q4: 9,177 shares; 2026Q1: 9,157 shares; 2026Q2: 9,387 shares; 2026Q3: 9,292 shares 9,292 $2.32M 0.12% -95 Timeline JMBS JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 25,170 shares; 2025Q1: 24,030 shares; 2025Q2: 22,625 shares; 2025Q3: 22,625 shares; 2025Q4: 22,625 shares; 2026Q1: 22,550 shares; 2026Q2: 22,550 shares; 2026Q3: 53,550 shares 53,550 $2.26M 0.12% +31,000 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: 26,350 shares; 2025Q1: 26,350 shares; 2025Q2: 26,200 shares; 2025Q3: 26,200 shares; 2025Q4: 26,200 shares; 2026Q1: 26,200 shares; 2026Q2: 26,200 shares; 2026Q3: 26,200 shares 26,200 $2.24M 0.11% 0 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,250 shares; 2025Q1: 2,250 shares; 2025Q2: 2,250 shares; 2025Q3: 2,250 shares; 2025Q4: 2,250 shares; 2026Q1: 2,255 shares; 2026Q2: 2,286 shares; 2026Q3: 2,281 shares 2,281 $2.18M 0.11% -5 Timeline GEM 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: 52,360 shares; 2025Q1: 48,067 shares; 2025Q2: 47,310 shares; 2025Q3: 47,205 shares; 2025Q4: 46,701 shares; 2026Q1: 44,941 shares; 2026Q2: 43,693 shares; 2026Q3: 41,918 shares 41,918 $2.14M 0.11% -1,775 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: 2,565 shares; 2025Q1: 2,565 shares; 2025Q2: 2,565 shares; 2025Q3: 2,565 shares; 2025Q4: 2,565 shares; 2026Q1: 2,567 shares; 2026Q2: 2,448 shares; 2026Q3: 2,445 shares 2,445 $1.98M 0.1% -3 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: 13,762 shares; 2025Q1: 14,093 shares; 2025Q2: 13,586 shares; 2025Q3: 13,586 shares; 2025Q4: 13,586 shares; 2026Q1: 13,312 shares; 2026Q2: 13,016 shares; 2026Q3: 15,016 shares 15,016 $1.9M 0.1% +2,000 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,122 shares; 2025Q1: 1,760 shares; 2025Q2: 1,760 shares; 2025Q3: 1,775 shares; 2025Q4: 1,775 shares; 2026Q1: 1,725 shares; 2026Q2: 1,725 shares; 2026Q3: 2,276 shares 2,276 $1.74M 0.09% +551 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: 4,919 shares; 2025Q1: 4,903 shares; 2025Q2: 4,803 shares; 2025Q3: 4,803 shares; 2025Q4: 5,103 shares; 2026Q1: 5,084 shares; 2026Q2: 4,974 shares; 2026Q3: 7,474 shares 7,474 $1.53M 0.08% +2,500 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: 15,275 shares; 2025Q1: 16,830 shares; 2025Q2: 17,026 shares; 2025Q3: 16,814 shares; 2025Q4: 16,419 shares; 2026Q1: 13,900 shares; 2026Q2: 13,255 shares; 2026Q3: 13,220 shares 13,220 $1.5M 0.08% -35 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: 2,246 shares; 2025Q1: 2,699 shares; 2025Q2: 2,753 shares; 2025Q3: 2,691 shares; 2025Q4: 2,692 shares; 2026Q1: 2,517 shares; 2026Q2: 2,041 shares; 2026Q3: 1,954 shares 1,954 $1.49M 0.08% -87 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: 1,577 shares; 2025Q1: 1,754 shares; 2025Q2: 1,693 shares; 2025Q3: 1,390 shares; 2025Q4: 1,390 shares; 2026Q1: 1,390 shares; 2026Q2: 1,380 shares; 2026Q3: 1,549 shares 1,549 $1.41M 0.07% +169 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: 7,081 shares; 2025Q1: 7,081 shares; 2025Q2: 7,081 shares; 2025Q3: 8,127 shares; 2025Q4: 8,127 shares; 2026Q1: 8,137 shares; 2026Q2: 8,137 shares; 2026Q3: 8,137 shares 8,137 $1.35M 0.07% 0 Timeline HIW HIGHWOODS PPTYS INC More: the full row for HIGHWOODS PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 51,007 shares; 2025Q1: 51,007 shares; 2025Q2: 48,007 shares; 2025Q3: 48,007 shares; 2025Q4: 48,007 shares; 2026Q1: 48,007 shares; 2026Q2: 48,007 shares; 2026Q3: 45,507 shares 45,507 $1.32M 0.07% -2,500 Timeline LMBS 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: 269,846 shares; 2025Q1: 310,145 shares; 2025Q2: 23,710 shares; 2025Q3: 16,605 shares; 2025Q4: 30,825 shares; 2026Q1: 29,675 shares; 2026Q2: 27,025 shares; 2026Q3: 27,025 shares 27,025 $1.31M 0.07% 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: 12,887 shares; 2025Q1: 12,887 shares; 2025Q2: 12,887 shares; 2025Q3: 12,887 shares; 2025Q4: 12,887 shares; 2026Q1: 12,887 shares; 2026Q2: 12,887 shares; 2026Q3: 12,887 shares 12,887 $1.27M 0.07% 0 Timeline HTH HILLTOP HLDGS INC More: the full row for HILLTOP HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 33,100 shares; 2025Q1: 33,100 shares; 2025Q2: 33,100 shares; 2025Q3: 33,100 shares; 2025Q4: 33,100 shares; 2026Q1: 33,100 shares; 2026Q2: 33,100 shares; 2026Q3: 33,100 shares 33,100 $1.25M 0.06% 0 Timeline UMBF UMB FINL CORP More: the full row for UMB FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,778 shares; 2025Q1: 10,729 shares; 2025Q2: 10,729 shares; 2025Q3: 10,729 shares; 2025Q4: 10,729 shares; 2026Q1: 10,729 shares; 2026Q2: 9,166 shares; 2026Q3: 9,166 shares 9,166 $1.19M 0.06% 0 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,768 shares; 2025Q1: 1,768 shares; 2025Q2: 1,768 shares; 2025Q3: 1,768 shares; 2025Q4: 1,768 shares; 2026Q1: 1,770 shares; 2026Q2: 1,768 shares; 2026Q3: 1,768 shares 1,768 $1.19M 0.06% 0 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 11,866 shares; 2025Q1: 11,716 shares; 2025Q2: 11,716 shares; 2025Q3: 11,716 shares; 2025Q4: 11,416 shares; 2026Q1: 11,066 shares; 2026Q2: 11,066 shares; 2026Q3: 13,599 shares 13,599 $1.17M 0.06% +2,533 Timeline WAT WATERS CORP More: the full row for WATERS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 20 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,807 shares; 2026Q2: 2,552 shares; 2026Q3: 2,464 shares 2,464 $1.08M 0.06% -88 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: 2,550 shares; 2025Q1: 2,175 shares; 2025Q2: 2,175 shares; 2025Q3: 2,175 shares; 2025Q4: 2,092 shares; 2026Q1: 2,092 shares; 2026Q2: 8,368 shares; 2026Q3: 8,590 shares 8,590 $1.08M 0.06% +222 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: 8,250 shares; 2025Q1: 8,250 shares; 2025Q2: 9,445 shares; 2025Q3: 9,454 shares; 2025Q4: 9,464 shares; 2026Q1: 9,476 shares; 2026Q2: 9,487 shares; 2026Q3: 9,496 shares 9,496 $1.05M 0.05% +9 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,546 shares; 2025Q1: 4,546 shares; 2025Q2: 4,546 shares; 2025Q3: 4,546 shares; 2025Q4: 4,546 shares; 2026Q1: 4,558 shares; 2026Q2: 4,546 shares; 2026Q3: 4,546 shares 4,546 $1.01M 0.05% 0 Timeline EXP EAGLE MATLS INC More: the full row for EAGLE 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: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 5,644 shares 5,644 $965K 0.05% new 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: 2,182 shares; 2025Q1: 3,370 shares; 2025Q2: 3,660 shares; 2025Q3: 3,660 shares; 2025Q4: 3,000 shares; 2026Q1: 3,040 shares; 2026Q2: 3,006 shares; 2026Q3: 2,731 shares 2,731 $959K 0.05% -275 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: 4,823 shares; 2025Q1: 5,136 shares; 2025Q2: 4,994 shares; 2025Q3: 4,994 shares; 2025Q4: 4,994 shares; 2026Q1: 4,918 shares; 2026Q2: 4,918 shares; 2026Q3: 4,863 shares 4,863 $895K 0.05% -55 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: 5,299 shares; 2025Q1: 4,149 shares; 2025Q2: 4,200 shares; 2025Q3: 4,200 shares; 2025Q4: 4,200 shares; 2026Q1: 4,204 shares; 2026Q2: 4,200 shares; 2026Q3: 3,965 shares 3,965 $872K 0.04% -235 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: 4,746 shares; 2025Q1: 4,736 shares; 2025Q2: 4,782 shares; 2025Q3: 4,736 shares; 2025Q4: 4,536 shares; 2026Q1: 4,386 shares; 2026Q2: 4,386 shares; 2026Q3: 4,386 shares 4,386 $837K 0.04% 0 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: 5,048 shares; 2025Q1: 5,169 shares; 2025Q2: 4,709 shares; 2025Q3: 4,704 shares; 2025Q4: 4,661 shares; 2026Q1: 4,461 shares; 2026Q2: 4,000 shares; 2026Q3: 4,000 shares 4,000 $814K 0.04% 0 Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,201 shares; 2026Q2: 8,776 shares; 2026Q3: 8,776 shares 8,776 $813K 0.04% 0 Timeline GHYB 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: 377,314 shares; 2025Q1: 377,149 shares; 2025Q2: 24,452 shares; 2025Q3: 19,152 shares; 2025Q4: 19,152 shares; 2026Q1: 18,910 shares; 2026Q2: 18,095 shares; 2026Q3: 18,095 shares 18,095 $782K 0.04% 0 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: 3,214 shares; 2025Q1: 3,188 shares; 2025Q2: 3,188 shares; 2025Q3: 3,188 shares; 2025Q4: 3,188 shares; 2026Q1: 3,188 shares; 2026Q2: 3,248 shares; 2026Q3: 3,248 shares 3,248 $750K 0.04% 0 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 9,616 shares; 2025Q1: 9,616 shares; 2025Q2: 9,616 shares; 2025Q3: 9,616 shares; 2025Q4: 9,616 shares; 2026Q1: 9,516 shares; 2026Q2: 9,596 shares; 2026Q3: 9,596 shares 9,596 $727K 0.04% 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: 1,710 shares; 2025Q1: 1,695 shares; 2025Q2: 1,695 shares; 2025Q3: 2,010 shares; 2025Q4: 2,013 shares; 2026Q1: 2,048 shares; 2026Q2: 2,101 shares; 2026Q3: 2,013 shares 2,013 $714K 0.04% -88 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,015 shares; 2025Q1: 1,115 shares; 2025Q2: 1,148 shares; 2025Q3: 1,146 shares; 2025Q4: 990 shares; 2026Q1: 917 shares; 2026Q2: 962 shares; 2026Q3: 962 shares 962 $698K 0.04% 0 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,369 shares; 2025Q1: 4,271 shares; 2025Q2: 4,271 shares; 2025Q3: 4,271 shares; 2025Q4: 4,271 shares; 2026Q1: 4,271 shares; 2026Q2: 4,271 shares; 2026Q3: 4,271 shares 4,271 $662K 0.03% 0 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: 532 shares; 2025Q1: 620 shares; 2025Q2: 544 shares; 2025Q3: 544 shares; 2025Q4: 545 shares; 2026Q1: 530 shares; 2026Q2: 568 shares; 2026Q3: 568 shares 568 $657K 0.03% 0 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: 225,943 shares; 2025Q1: 214,337 shares; 2025Q2: 8,500 shares; 2025Q3: 8,500 shares; 2025Q4: 8,500 shares; 2026Q1: 8,500 shares; 2026Q2: 8,500 shares; 2026Q3: 8,500 shares 8,500 $657K 0.03% 0 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 16,648 shares; 2025Q1: 15,498 shares; 2025Q2: 12,998 shares; 2025Q3: 12,998 shares; 2025Q4: 12,498 shares; 2026Q1: 11,798 shares; 2026Q2: 11,798 shares; 2026Q3: 11,298 shares 11,298 $653K 0.03% -500 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: 5,500 shares; 2025Q1: 5,500 shares; 2025Q2: 5,500 shares; 2025Q3: 5,500 shares; 2025Q4: 5,500 shares; 2026Q1: 5,500 shares; 2026Q2: 5,500 shares; 2026Q3: 5,500 shares 5,500 $653K 0.03% 0 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 11,728 shares; 2025Q1: 12,234 shares; 2025Q2: 11,728 shares; 2025Q3: 11,728 shares; 2025Q4: 11,728 shares; 2026Q1: 11,751 shares; 2026Q2: 11,728 shares; 2026Q3: 10,128 shares 10,128 $632K 0.03% -1,600 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: 1,300 shares; 2025Q1: 1,333 shares; 2025Q2: 2,555 shares; 2025Q3: 2,033 shares; 2025Q4: 2,066 shares; 2026Q1: 1,524 shares; 2026Q2: 1,529 shares; 2026Q3: 1,529 shares 1,529 $572K 0.03% 0 Timeline GSST 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: 47,600 shares; 2025Q1: 40,400 shares; 2025Q2: 10,875 shares; 2025Q3: 10,558 shares; 2025Q4: 10,558 shares; 2026Q1: 10,558 shares; 2026Q2: 10,558 shares; 2026Q3: 10,558 shares 10,558 $533K 0.03% 0 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: 400 shares; 2025Q1: 446 shares; 2025Q2: 446 shares; 2025Q3: 446 shares; 2025Q4: 446 shares; 2026Q1: 446 shares; 2026Q2: 497 shares; 2026Q3: 1,988 shares 1,988 $526K 0.03% +1,491 Timeline RF REGIONS FINANCIAL CORP NEW More: the full row for REGIONS FINANCIAL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 18,500 shares; 2025Q1: 18,500 shares; 2025Q2: 18,500 shares; 2025Q3: 18,500 shares; 2025Q4: 18,500 shares; 2026Q1: 18,500 shares; 2026Q2: 18,500 shares; 2026Q3: 18,500 shares 18,500 $497K 0.03% 0 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: 2,707 shares; 2025Q1: 2,805 shares; 2025Q2: 2,805 shares; 2025Q3: 2,805 shares; 2025Q4: 2,774 shares; 2026Q1: 2,774 shares; 2026Q2: 2,350 shares; 2026Q3: 2,350 shares 2,350 $479K 0.02% 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: 1,500 shares; 2025Q1: 1,200 shares; 2025Q2: 1,400 shares; 2025Q3: 1,201 shares; 2025Q4: 1,201 shares; 2026Q1: 6,602 shares; 2026Q2: 4,906 shares; 2026Q3: 3,926 shares 3,926 $472K 0.02% -980 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: 11,052 shares; 2025Q1: 14,509 shares; 2025Q2: 14,509 shares; 2025Q3: 13,527 shares; 2025Q4: 12,761 shares; 2026Q1: 9,794 shares; 2026Q2: 7,966 shares; 2026Q3: 8,602 shares 8,602 $468K 0.02% +636 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: 3,363 shares; 2025Q1: 3,633 shares; 2025Q2: 3,364 shares; 2025Q3: 3,364 shares; 2025Q4: 3,364 shares; 2026Q1: 3,437 shares; 2026Q2: 3,384 shares; 2026Q3: 3,384 shares 3,384 $465K 0.02% 0 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 13,939 shares; 2025Q1: 10,539 shares; 2025Q2: 9,929 shares; 2025Q3: 9,929 shares; 2025Q4: 9,929 shares; 2026Q1: 10,033 shares; 2026Q2: 9,929 shares; 2026Q3: 16,261 shares 16,261 $464K 0.02% +6,332 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: 569 shares; 2025Q1: 569 shares; 2025Q2: 944 shares; 2025Q3: 945 shares; 2025Q4: 948 shares; 2026Q1: 954 shares; 2026Q2: 949 shares; 2026Q3: 1,461 shares 1,461 $456K 0.02% +512 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 313 shares; 2025Q2: 2,313 shares; 2025Q3: 2,006 shares; 2025Q4: 2,012 shares; 2026Q1: 4,554 shares; 2026Q2: 4,529 shares; 2026Q3: 4,535 shares 4,535 $443K 0.02% +6 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: 2,476 shares; 2025Q1: 2,434 shares; 2025Q2: 2,434 shares; 2025Q3: 2,434 shares; 2025Q4: 2,434 shares; 2026Q1: 3,562 shares; 2026Q2: 3,650 shares; 2026Q3: 3,350 shares 3,350 $443K 0.02% -300 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: 857 shares; 2025Q1: 832 shares; 2025Q2: 667 shares; 2025Q3: 667 shares; 2025Q4: 867 shares; 2026Q1: 810 shares; 2026Q2: 685 shares; 2026Q3: 1,598 shares 1,598 $435K 0.02% +913 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: 4,491 shares; 2025Q1: 4,475 shares; 2025Q2: 4,425 shares; 2025Q3: 4,175 shares; 2025Q4: 3,925 shares; 2026Q1: 3,475 shares; 2026Q2: 3,539 shares; 2026Q3: 1,639 shares 1,639 $423K 0.02% -1,900 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: 1,574 shares; 2025Q1: 1,670 shares; 2025Q2: 1,524 shares; 2025Q3: 1,524 shares; 2025Q4: 1,524 shares; 2026Q1: 1,555 shares; 2026Q2: 1,524 shares; 2026Q3: 4,024 shares 4,024 $422K 0.02% +2,500 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: 546 shares; 2025Q1: 1,362 shares; 2025Q2: 1,362 shares; 2025Q3: 1,362 shares; 2025Q4: 1,362 shares; 2026Q1: 1,362 shares; 2026Q2: 1,054 shares; 2026Q3: 1,054 shares 1,054 $419K 0.02% 0 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: 7,707 shares; 2025Q1: 7,607 shares; 2025Q2: 7,607 shares; 2025Q3: 7,607 shares; 2025Q4: 7,607 shares; 2026Q1: 7,607 shares; 2026Q2: 7,607 shares; 2026Q3: 7,607 shares 7,607 $417K 0.02% 0 Timeline SAIA SAIA INC More: the full row for SAIA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,325 shares; 2025Q1: 1,325 shares; 2025Q2: 1,325 shares; 2025Q3: 1,325 shares; 2025Q4: 1,325 shares; 2026Q1: 1,325 shares; 2026Q2: 1,225 shares; 2026Q3: 1,225 shares 1,225 $409K 0.02% 0 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 20 shares; 2025Q4: 20 shares; 2026Q1: 1,401 shares; 2026Q2: 1,401 shares; 2026Q3: 1,396 shares 1,396 $408K 0.02% -5 Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,008 shares; 2025Q1: 3,008 shares; 2025Q2: 3,008 shares; 2025Q3: 3,008 shares; 2025Q4: 1,708 shares; 2026Q1: 1,708 shares; 2026Q2: 1,708 shares; 2026Q3: 1,708 shares 1,708 $406K 0.02% 0 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: 61 shares; 2025Q1: 61 shares; 2025Q2: 60 shares; 2025Q3: 60 shares; 2025Q4: 170 shares; 2026Q1: 135 shares; 2026Q2: 140 shares; 2026Q3: 573 shares 573 $402K 0.02% +433 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: 141 shares; 2025Q1: 141 shares; 2025Q2: 234 shares; 2025Q3: 234 shares; 2025Q4: 234 shares; 2026Q1: 234 shares; 2026Q2: 260 shares; 2026Q3: 420 shares 420 $399K 0.02% +160 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: not reported; 2026Q1: 2,320 shares; 2026Q2: 2,320 shares; 2026Q3: 4,640 shares 4,640 $391K 0.02% +2,320 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,700 shares; 2025Q1: 6,700 shares; 2025Q2: 8,931 shares; 2025Q3: 8,931 shares; 2025Q4: 8,931 shares; 2026Q1: 8,931 shares; 2026Q2: 8,931 shares; 2026Q3: 10,319 shares 10,319 $367K 0.02% +1,388 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: not reported; 2025Q1: not reported; 2025Q2: 196 shares; 2025Q3: 197 shares; 2025Q4: 199 shares; 2026Q1: 2,328 shares; 2026Q2: 2,341 shares; 2026Q3: 2,330 shares 2,330 $362K 0.02% -11 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: 620 shares; 2025Q1: 1,382 shares; 2025Q2: 1,382 shares; 2025Q3: 1,305 shares; 2025Q4: 1,305 shares; 2026Q1: 1,309 shares; 2026Q2: 1,005 shares; 2026Q3: 1,005 shares 1,005 $361K 0.02% 0 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,831 shares; 2026Q2: 1,831 shares; 2026Q3: 1,831 shares 1,831 $358K 0.02% 0 Timeline CW CURTISS WRIGHT CORP More: the full row for CURTISS WRIGHT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 648 shares; 2025Q1: 648 shares; 2025Q2: 648 shares; 2025Q3: 648 shares; 2025Q4: 648 shares; 2026Q1: 648 shares; 2026Q2: 648 shares; 2026Q3: 648 shares 648 $352K 0.02% 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: 1,234 shares; 2025Q1: 1,234 shares; 2025Q2: 1,234 shares; 2025Q3: 1,234 shares; 2025Q4: 1,234 shares; 2026Q1: 1,234 shares; 2026Q2: 1,234 shares; 2026Q3: 1,372 shares 1,372 $340K 0.02% +138 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: 218 shares; 2025Q1: 131 shares; 2025Q2: 131 shares; 2025Q3: 131 shares; 2025Q4: 131 shares; 2026Q1: 714 shares; 2026Q2: 769 shares; 2026Q3: 769 shares 769 $330K 0.02% 0 Timeline MPLX MPLX LP More: the full row for MPLX LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,844 shares; 2025Q3: 5,844 shares; 2025Q4: 5,844 shares; 2026Q1: 5,844 shares; 2026Q2: 5,844 shares; 2026Q3: 5,844 shares 5,844 $329K 0.02% 0 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,808 shares; 2025Q1: 4,808 shares; 2025Q2: 4,808 shares; 2025Q3: 4,808 shares; 2025Q4: 4,808 shares; 2026Q1: 4,808 shares; 2026Q2: 4,808 shares; 2026Q3: 4,808 shares 4,808 $324K 0.02% 0 Timeline AVLV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,917 shares; 2025Q1: 1,917 shares; 2025Q2: 1,917 shares; 2025Q3: 3,514 shares; 2025Q4: 3,520 shares; 2026Q1: 3,525 shares; 2026Q2: 3,530 shares; 2026Q3: 3,534 shares 3,534 $320K 0.02% +4 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 700 shares; 2025Q1: 700 shares; 2025Q2: 700 shares; 2025Q3: 700 shares; 2025Q4: 700 shares; 2026Q1: 700 shares; 2026Q2: 700 shares; 2026Q3: 700 shares 700 $316K 0.02% 0 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: 4,530 shares; 2025Q1: 4,530 shares; 2025Q2: 4,530 shares; 2025Q3: 4,530 shares; 2025Q4: 4,530 shares; 2026Q1: 4,380 shares; 2026Q2: 4,380 shares; 2026Q3: 4,380 shares 4,380 $315K 0.02% 0 Timeline LH LABCORP HOLDINGS INC More: the full row for LABCORP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares; 2026Q1: 1,000 shares; 2026Q2: 1,000 shares; 2026Q3: 1,000 shares 1,000 $308K 0.02% 0 Timeline OMC OMNICOM GROUP INC More: the full row for OMNICOM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,327 shares; 2025Q3: 1,327 shares; 2025Q4: 1,327 shares; 2026Q1: 1,327 shares; 2026Q2: 1,327 shares; 2026Q3: 4,166 shares 4,166 $307K 0.02% +2,839 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,090 shares; 2025Q1: 4,790 shares; 2025Q2: 4,623 shares; 2025Q3: 4,623 shares; 2025Q4: 4,623 shares; 2026Q1: 4,499 shares; 2026Q2: 4,499 shares; 2026Q3: 4,499 shares 4,499 $300K 0.02% 0 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,119 shares; 2025Q1: 1,092 shares; 2025Q2: 1,092 shares; 2025Q3: 1,092 shares; 2025Q4: 1,092 shares; 2026Q1: 1,470 shares; 2026Q2: 1,470 shares; 2026Q3: 1,092 shares 1,092 $300K 0.02% -378 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,598 shares; 2026Q2: 3,598 shares; 2026Q3: 3,598 shares 3,598 $271K 0.01% 0 Timeline AVIG AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,635 shares; 2025Q1: 6,635 shares; 2025Q2: 6,635 shares; 2025Q3: 6,635 shares; 2025Q4: 6,635 shares; 2026Q1: 6,635 shares; 2026Q2: 6,635 shares; 2026Q3: 6,635 shares 6,635 $261K 0.01% 0 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,300 shares; 2025Q1: 3,300 shares; 2025Q2: 3,300 shares; 2025Q3: 3,300 shares; 2025Q4: 3,300 shares; 2026Q1: 3,313 shares; 2026Q2: 3,300 shares; 2026Q3: 3,300 shares 3,300 $257K 0.01% 0 Timeline PHM PULTE GROUP INC More: the full row for PULTE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 79 shares; 2025Q3: 79 shares; 2025Q4: 79 shares; 2026Q1: 84 shares; 2026Q2: 79 shares; 2026Q3: 2,128 shares 2,128 $247K 0.01% +2,049 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 540 shares 540 $246K 0.01% new Timeline OTIS OTIS WORLDWIDE CORP More: the full row for OTIS WORLDWIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,982 shares; 2025Q1: 3,925 shares; 2025Q2: 3,925 shares; 2025Q3: 3,925 shares; 2025Q4: 3,925 shares; 2026Q1: 3,825 shares; 2026Q2: 3,825 shares; 2026Q3: 3,775 shares 3,775 $243K 0.01% -50 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: 4,425 shares; 2025Q1: 2,925 shares; 2025Q2: 3,156 shares; 2025Q3: 3,156 shares; 2025Q4: 3,156 shares; 2026Q1: 2,998 shares; 2026Q2: 2,925 shares; 2026Q3: 2,925 shares 2,925 $234K 0.01% 0 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: 520 shares; 2025Q1: 720 shares; 2025Q2: 720 shares; 2025Q3: 720 shares; 2025Q4: 520 shares; 2026Q1: 520 shares; 2026Q2: 520 shares; 2026Q3: 520 shares 520 $220K 0.01% 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: 460 shares; 2025Q1: 460 shares; 2025Q2: 460 shares; 2025Q3: 549 shares; 2025Q4: 149 shares; 2026Q1: 149 shares; 2026Q2: 2,394 shares; 2026Q3: 2,394 shares 2,394 $216K 0.01% 0 Timeline SPTM 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: 2,665 shares; 2025Q1: 2,548 shares; 2025Q2: 2,548 shares; 2025Q3: 2,298 shares; 2025Q4: 2,298 shares; 2026Q1: 2,298 shares; 2026Q2: 2,298 shares; 2026Q3: 2,298 shares 2,298 $212K 0.01% 0 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 529 shares; 2026Q2: 2,116 shares; 2026Q3: 2,560 shares 2,560 $201K 0.01% +444 Timeline FBIN FORTUNE BRANDS INNOVATIONS I More: the full row for FORTUNE BRANDS INNOVATIONS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,078 shares; 2025Q1: 5,078 shares; 2025Q2: 5,078 shares; 2025Q3: 5,078 shares; 2025Q4: 5,078 shares; 2026Q1: 5,078 shares; 2026Q2: 5,078 shares; 2026Q3: 5,078 shares 5,078 $193K 0.01% 0 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: 1,338 shares; 2025Q1: 1,338 shares; 2025Q2: 1,498 shares; 2025Q3: 1,499 shares; 2025Q4: 1,500 shares; 2026Q1: 1,406 shares; 2026Q2: 1,406 shares; 2026Q3: 1,407 shares 1,407 $191K 0.01% +1 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 10,625 shares; 2025Q1: 10,475 shares; 2025Q2: 3,500 shares; 2025Q3: 3,500 shares; 2025Q4: 3,500 shares; 2026Q1: 3,500 shares; 2026Q2: 3,500 shares; 2026Q3: 3,500 shares 3,500 $176K 0.01% 0 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: 100 shares; 2025Q1: 100 shares; 2025Q2: 3,100 shares; 2025Q3: 3,118 shares; 2025Q4: 3,145 shares; 2026Q1: 3,180 shares; 2026Q2: 3,209 shares; 2026Q3: 1,488 shares 1,488 $167K 0.01% -1,721 Timeline ACGL ARCH CAP GROUP LTD More: the full row for ARCH CAP GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,800 shares; 2025Q1: 1,800 shares; 2025Q2: 1,887 shares; 2025Q3: 1,800 shares; 2025Q4: 1,800 shares; 2026Q1: 1,800 shares; 2026Q2: 1,800 shares; 2026Q3: 1,800 shares 1,800 $166K 0.01% 0 Timeline FXL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,000 shares; 2025Q1: 950 shares; 2025Q2: 900 shares; 2025Q3: 800 shares; 2025Q4: 800 shares; 2026Q1: 800 shares; 2026Q2: 800 shares; 2026Q3: 740 shares 740 $164K 0.01% -60 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: 1,271 shares; 2025Q1: 1,271 shares; 2025Q2: 1,271 shares; 2025Q3: 1,271 shares; 2025Q4: 1,271 shares; 2026Q1: 1,271 shares; 2026Q2: 1,271 shares; 2026Q3: 1,271 shares 1,271 $163K 0.01% 0 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 448 shares; 2026Q2: 448 shares; 2026Q3: 448 shares 448 $158K 0.01% 0 Timeline CP CANADIAN PACIFIC KANSAS CITY More: the full row for CANADIAN PACIFIC KANSAS CITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,399 shares; 2025Q1: 2,399 shares; 2025Q2: 2,399 shares; 2025Q3: 2,399 shares; 2025Q4: 2,399 shares; 2026Q1: 2,067 shares; 2026Q2: 2,067 shares; 2026Q3: 1,842 shares 1,842 $157K 0.01% -225 Timeline TRGP TARGA RES CORP More: the full row for TARGA RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 90 shares; 2025Q1: 90 shares; 2025Q2: 575 shares; 2025Q3: 575 shares; 2025Q4: 575 shares; 2026Q1: 575 shares; 2026Q2: 575 shares; 2026Q3: 575 shares 575 $155K 0.01% 0 Timeline RSPH 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: 4,166 shares 4,166 $154K 0.01% new 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: 500 shares; 2025Q1: 500 shares; 2025Q2: 860 shares; 2025Q3: 860 shares; 2025Q4: 860 shares; 2026Q1: 860 shares; 2026Q2: 860 shares; 2026Q3: 860 shares 860 $154K 0.01% 0 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,348 shares; 2025Q1: 1,878 shares; 2025Q2: 1,878 shares; 2025Q3: 1,348 shares; 2025Q4: 1,348 shares; 2026Q1: 1,348 shares; 2026Q2: 1,348 shares; 2026Q3: 1,348 shares 1,348 $154K 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: not reported; 2025Q1: 0 shares; 2025Q2: 0 shares; 2025Q3: 0 shares; 2025Q4: not reported; 2026Q1: 451 shares; 2026Q2: 451 shares; 2026Q3: 651 shares 651 $150K 0.01% +200 Timeline BCS BARCLAYS PLC More: the full row for BARCLAYS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,000 shares; 2025Q3: 7,038 shares; 2025Q4: 7,038 shares; 2026Q1: 6,105 shares; 2026Q2: 6,105 shares; 2026Q3: 6,166 shares 6,166 $150K 0.01% +61 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: not reported; 2025Q1: not reported; 2025Q2: 764 shares; 2025Q3: 764 shares; 2025Q4: 764 shares; 2026Q1: 764 shares; 2026Q2: 764 shares; 2026Q3: 764 shares 764 $148K 0.01% 0 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 373 shares; 2025Q1: 373 shares; 2025Q2: 373 shares; 2025Q3: 373 shares; 2025Q4: 373 shares; 2026Q1: 373 shares; 2026Q2: 223 shares; 2026Q3: 223 shares 223 $146K 0.01% 0 Timeline EFSC ENTERPRISE FINL SVCS CORP More: the full row for ENTERPRISE FINL SVCS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,460 shares; 2025Q1: 2,460 shares; 2025Q2: 2,460 shares; 2025Q3: 2,460 shares; 2025Q4: 2,460 shares; 2026Q1: 2,460 shares; 2026Q2: 2,460 shares; 2026Q3: 2,460 shares 2,460 $145K 0.01% 0 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 247 shares; 2025Q1: 247 shares; 2025Q2: 389 shares; 2025Q3: 2,201 shares; 2025Q4: 1,404 shares; 2026Q1: 1,104 shares; 2026Q2: 1,104 shares; 2026Q3: 647 shares 647 $144K 0.01% -457 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: 336 shares; 2025Q1: 336 shares; 2025Q2: 336 shares; 2025Q3: 336 shares; 2025Q4: 336 shares; 2026Q1: 336 shares; 2026Q2: 336 shares; 2026Q3: 613 shares 613 $143K 0.01% +277 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 76 shares; 2025Q1: 103 shares; 2025Q2: 1,650 shares; 2025Q3: 1,650 shares; 2025Q4: 1,650 shares; 2026Q1: 1,650 shares; 2026Q2: 1,650 shares; 2026Q3: 1,650 shares 1,650 $141K 0.01% 0 Timeline GSY 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: 4,450 shares; 2025Q1: 3,800 shares; 2025Q2: 2,750 shares; 2025Q3: 2,750 shares; 2025Q4: 2,750 shares; 2026Q1: 2,750 shares; 2026Q2: 2,750 shares; 2026Q3: 2,750 shares 2,750 $137K 0.01% 0 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 370 shares; 2025Q1: 370 shares; 2025Q2: 370 shares; 2025Q3: 370 shares; 2025Q4: 370 shares; 2026Q1: 416 shares; 2026Q2: 266 shares; 2026Q3: 416 shares 416 $137K 0.01% +150 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: 31 shares; 2025Q1: 31 shares; 2025Q2: 31 shares; 2025Q3: 31 shares; 2025Q4: 31 shares; 2026Q1: 31 shares; 2026Q2: 231 shares; 2026Q3: 357 shares 357 $136K 0.01% +126 Timeline NJR NEW JERSEY RES CORP More: the full row for NEW JERSEY RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,680 shares; 2025Q1: 2,680 shares; 2025Q2: 2,680 shares; 2025Q3: 2,680 shares; 2025Q4: 2,680 shares; 2026Q1: 2,680 shares; 2026Q2: 2,680 shares; 2026Q3: 2,680 shares 2,680 $136K 0.01% 0 Timeline AVDS AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,706 shares; 2025Q1: 1,706 shares; 2025Q2: 1,706 shares; 2025Q3: 1,706 shares; 2025Q4: 1,706 shares; 2026Q1: 1,706 shares; 2026Q2: 1,706 shares; 2026Q3: 1,706 shares 1,706 $133K 0.01% 0 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 125 shares 125 $133K 0.01% new Timeline AVMC AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,743 shares; 2025Q1: 1,743 shares; 2025Q2: 1,743 shares; 2025Q3: 1,743 shares; 2025Q4: 1,743 shares; 2026Q1: 1,743 shares; 2026Q2: 1,743 shares; 2026Q3: 1,743 shares 1,743 $133K 0.01% 0 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 628 shares; 2026Q3: 628 shares 628 $132K 0.01% 0 Timeline ILCG 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: 29 shares; 2025Q3: 1,127 shares; 2025Q4: 1,128 shares; 2026Q1: 1,129 shares; 2026Q2: 1,130 shares; 2026Q3: 1,132 shares 1,132 $132K 0.01% +2 Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 472 shares; 2025Q3: 472 shares; 2025Q4: 472 shares; 2026Q1: 472 shares; 2026Q2: 472 shares; 2026Q3: 472 shares 472 $127K 0.01% 0 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: not reported; 2025Q1: not reported; 2025Q2: 4,000 shares; 2025Q3: 4,044 shares; 2025Q4: 4,087 shares; 2026Q1: 4,124 shares; 2026Q2: 4,161 shares; 2026Q3: 4,199 shares 4,199 $127K 0.01% +38 Timeline FXH FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,090 shares; 2025Q1: 1,090 shares; 2025Q2: 1,090 shares; 2025Q3: 950 shares; 2025Q4: 950 shares; 2026Q1: 950 shares; 2026Q2: 950 shares; 2026Q3: 950 shares 950 $124K 0.01% 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: 730 shares; 2025Q1: 730 shares; 2025Q2: 730 shares; 2025Q3: 730 shares; 2025Q4: 730 shares; 2026Q1: 772 shares; 2026Q2: 849 shares; 2026Q3: 849 shares 849 $123K 0.01% 0 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 188 shares; 2025Q1: 188 shares; 2025Q2: 1,779 shares; 2025Q3: 1,779 shares; 2025Q4: 1,779 shares; 2026Q1: 1,779 shares; 2026Q2: 1,779 shares; 2026Q3: 1,779 shares 1,779 $121K 0.01% 0 Timeline TRP TC ENERGY CORP More: the full row for TC ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,040 shares; 2025Q3: 1,895 shares; 2025Q4: 1,895 shares; 2026Q1: 1,895 shares; 2026Q2: 1,895 shares; 2026Q3: 1,895 shares 1,895 $109K 0.01% 0 Timeline USTB VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 2,193 shares 2,193 $109K 0.01% new 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 14 shares; 2025Q4: 14 shares; 2026Q1: 322 shares; 2026Q2: 322 shares; 2026Q3: 322 shares 322 $109K 0.01% 0 Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 658 shares; 2025Q1: 658 shares; 2025Q2: 658 shares; 2025Q3: 658 shares; 2025Q4: 658 shares; 2026Q1: 658 shares; 2026Q2: 658 shares; 2026Q3: 658 shares 658 $105K 0.01% 0 Timeline FNDF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 1,940 shares 1,940 $104K 0.01% new Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 335 shares; 2025Q1: 330 shares; 2025Q2: 330 shares; 2025Q3: 330 shares; 2025Q4: 330 shares; 2026Q1: 330 shares; 2026Q2: 330 shares; 2026Q3: 630 shares 630 $103K 0.01% +300 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: 178 shares; 2025Q1: 178 shares; 2025Q2: 178 shares; 2025Q3: 178 shares; 2025Q4: 178 shares; 2026Q1: 178 shares; 2026Q2: 178 shares; 2026Q3: 158 shares 158 $102K 0.01% -20 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: 1,112 shares; 2025Q1: 1,112 shares; 2025Q2: 1,258 shares; 2025Q3: 1,112 shares; 2025Q4: 1,112 shares; 2026Q1: 1,112 shares; 2026Q2: 1,112 shares; 2026Q3: 1,112 shares 1,112 $99.6K 0.01% 0 Timeline FDN FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 385 shares; 2025Q1: 385 shares; 2025Q2: 385 shares; 2025Q3: 345 shares; 2025Q4: 345 shares; 2026Q1: 345 shares; 2026Q2: 345 shares; 2026Q3: 345 shares 345 $99.5K 0.01% 0 Timeline EVRG EVERGY INC More: the full row for EVERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,269 shares; 2025Q1: 1,268 shares; 2025Q2: 1,507 shares; 2025Q3: 1,268 shares; 2025Q4: 1,268 shares; 2026Q1: 1,266 shares; 2026Q2: 1,266 shares; 2026Q3: 1,266 shares 1,266 $99.3K 0.01% 0 Timeline DIVO AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,130 shares; 2025Q1: 2,130 shares; 2025Q2: 2,130 shares; 2025Q3: 2,130 shares; 2025Q4: 2,130 shares; 2026Q1: 2,130 shares; 2026Q2: 2,130 shares; 2026Q3: 2,130 shares 2,130 $99K 0.01% 0 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: 628 shares; 2026Q3: 628 shares 628 $97.3K <0.01% 0 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,100 shares; 2025Q4: 2,450 shares; 2026Q1: 2,000 shares; 2026Q2: 2,030 shares; 2026Q3: 2,030 shares 2,030 $96.1K <0.01% 0 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 223 shares; 2025Q1: 223 shares; 2025Q2: 4,822 shares; 2025Q3: 4,822 shares; 2025Q4: 4,822 shares; 2026Q1: 4,822 shares; 2026Q2: 4,822 shares; 2026Q3: 4,822 shares 4,822 $95.3K <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: 2,726 shares; 2025Q1: 2,726 shares; 2025Q2: 2,726 shares; 2025Q3: 2,726 shares; 2025Q4: 2,726 shares; 2026Q1: 2,726 shares; 2026Q2: 2,726 shares; 2026Q3: 2,726 shares 2,726 $93.6K <0.01% 0 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 539 shares; 2025Q1: 539 shares; 2025Q2: 439 shares; 2025Q3: 439 shares; 2025Q4: 439 shares; 2026Q1: 439 shares; 2026Q2: 439 shares; 2026Q3: 439 shares 439 $91.9K <0.01% 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: 132 shares; 2025Q1: 132 shares; 2025Q2: 132 shares; 2025Q3: 132 shares; 2025Q4: 132 shares; 2026Q1: 197 shares; 2026Q2: 197 shares; 2026Q3: 320 shares 320 $91K <0.01% +123 Timeline HEI HEICO CORP NEW More: the full row for HEICO CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 300 shares; 2025Q2: 300 shares; 2025Q3: 300 shares; 2025Q4: 300 shares; 2026Q1: 300 shares; 2026Q2: 300 shares; 2026Q3: 300 shares 300 $91K <0.01% 0 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 21 shares; 2025Q1: 21 shares; 2025Q2: 46 shares; 2025Q3: 46 shares; 2025Q4: 46 shares; 2026Q1: 46 shares; 2026Q2: 460 shares; 2026Q3: 460 shares 460 $89.7K <0.01% 0 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: not reported; 2025Q1: not reported; 2025Q2: 826 shares; 2025Q3: 833 shares; 2025Q4: 842 shares; 2026Q1: 846 shares; 2026Q2: 853 shares; 2026Q3: 860 shares 860 $87K <0.01% +7 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: 167 shares; 2026Q3: 567 shares 567 $85.5K <0.01% +400 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 812 shares; 2025Q1: 603 shares; 2025Q2: 603 shares; 2025Q3: 603 shares; 2025Q4: 603 shares; 2026Q1: 603 shares; 2026Q2: 672 shares; 2026Q3: 672 shares 672 $84.1K <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: 178 shares; 2025Q1: 177 shares; 2025Q2: 177 shares; 2025Q3: 177 shares; 2025Q4: 177 shares; 2026Q1: 155 shares; 2026Q2: 175 shares; 2026Q3: 175 shares 175 $83.1K <0.01% 0 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 37 shares; 2025Q1: 389 shares; 2025Q2: 389 shares; 2025Q3: 393 shares; 2025Q4: 549 shares; 2026Q1: 518 shares; 2026Q2: 522 shares; 2026Q3: 526 shares 526 $82.4K <0.01% +4 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 500 shares; 2026Q2: 600 shares; 2026Q3: 600 shares 600 $80.4K <0.01% 0 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: 172 shares; 2025Q1: 502 shares; 2025Q2: 502 shares; 2025Q3: 502 shares; 2025Q4: 502 shares; 2026Q1: 503 shares; 2026Q2: 108 shares; 2026Q3: 108 shares 108 $79.7K <0.01% 0 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: 912 shares; 2025Q1: 912 shares; 2025Q2: 912 shares; 2025Q3: 912 shares; 2025Q4: 912 shares; 2026Q1: 916 shares; 2026Q2: 916 shares; 2026Q3: 916 shares 916 $79.1K <0.01% 0 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 663 shares; 2025Q1: 663 shares; 2025Q2: 663 shares; 2025Q3: 663 shares; 2025Q4: 812 shares; 2026Q1: 812 shares; 2026Q2: 812 shares; 2026Q3: 812 shares 812 $78.7K <0.01% 0 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 193 shares; 2025Q1: 193 shares; 2025Q2: 193 shares; 2025Q3: 193 shares; 2025Q4: 194 shares; 2026Q1: 194 shares; 2026Q2: 195 shares; 2026Q3: 195 shares 195 $76.9K <0.01% 0 Timeline ICSH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 13,777 shares; 2025Q1: 5,777 shares; 2025Q2: 1,525 shares; 2025Q3: 1,525 shares; 2025Q4: 1,525 shares; 2026Q1: 1,525 shares; 2026Q2: 1,525 shares; 2026Q3: 1,525 shares 1,525 $76.9K <0.01% 0 Timeline ENR ENERGIZER HLDGS INC More: the full row for ENERGIZER HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,642 shares; 2025Q1: 3,642 shares; 2025Q2: 3,642 shares; 2025Q3: 3,642 shares; 2025Q4: 3,592 shares; 2026Q1: 3,592 shares; 2026Q2: 3,592 shares; 2026Q3: 3,592 shares 3,592 $76.8K <0.01% 0 Timeline TCBI TEXAS CAP BANCSHARES INC More: the full row for TEXAS CAP BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 800 shares; 2025Q1: 800 shares; 2025Q2: 800 shares; 2025Q3: 800 shares; 2025Q4: 800 shares; 2026Q1: 800 shares; 2026Q2: 800 shares; 2026Q3: 800 shares 800 $74.4K <0.01% 0 Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 31 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 602 shares; 2025Q4: 604 shares; 2026Q1: 605 shares; 2026Q2: 607 shares; 2026Q3: 610 shares 610 $71.8K <0.01% +3 Timeline EMN EASTMAN CHEM CO More: the full row for EASTMAN CHEM CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,100 shares; 2025Q1: 1,100 shares; 2025Q2: 1,183 shares; 2025Q3: 1,100 shares; 2025Q4: 1,100 shares; 2026Q1: 1,100 shares; 2026Q2: 1,100 shares; 2026Q3: 1,100 shares 1,100 $71.3K <0.01% 0 Timeline KVUE KENVUE INC More: the full row for KENVUE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,727 shares; 2025Q3: 3,764 shares; 2025Q4: 3,810 shares; 2026Q1: 3,852 shares; 2026Q2: 3,897 shares; 2026Q3: 3,940 shares 3,940 $69.6K <0.01% +43 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 322 shares; 2025Q4: 322 shares; 2026Q1: 315 shares; 2026Q2: 315 shares; 2026Q3: 815 shares 815 $69.2K <0.01% +500 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: 872 shares; 2025Q1: 971 shares; 2025Q2: 971 shares; 2025Q3: 971 shares; 2025Q4: 971 shares; 2026Q1: 971 shares; 2026Q2: 971 shares; 2026Q3: 971 shares 971 $68.6K <0.01% 0 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 874 shares; 2025Q1: 775 shares; 2025Q2: 775 shares; 2025Q3: 775 shares; 2025Q4: 775 shares; 2026Q1: 775 shares; 2026Q2: 775 shares; 2026Q3: 775 shares 775 $66.9K <0.01% 0 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 395 shares; 2025Q1: 1,380 shares; 2025Q2: 1,145 shares; 2025Q3: 1,145 shares; 2025Q4: 395 shares; 2026Q1: 300 shares; 2026Q2: 300 shares; 2026Q3: 300 shares 300 $66.5K <0.01% 0 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 775 shares; 2025Q1: 556 shares; 2025Q2: 496 shares; 2025Q3: 496 shares; 2025Q4: 496 shares; 2026Q1: 269 shares; 2026Q2: 181 shares; 2026Q3: 181 shares 181 $66.4K <0.01% 0 Timeline MDYV 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: 737 shares; 2025Q4: 740 shares; 2026Q1: 744 shares; 2026Q2: 747 shares; 2026Q3: 750 shares 750 $66.4K <0.01% +3 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: 4 shares; 2025Q1: 4 shares; 2025Q2: 4 shares; 2025Q3: 4 shares; 2025Q4: 4 shares; 2026Q1: 1 shares; 2026Q2: 1 shares; 2026Q3: 108 shares 108 $65.5K <0.01% +107 Timeline TYL TYLER TECHNOLOGIES INC More: the full row for TYLER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 104 shares; 2025Q1: 374 shares; 2025Q2: 374 shares; 2025Q3: 374 shares; 2025Q4: 204 shares; 2026Q1: 204 shares; 2026Q2: 204 shares; 2026Q3: 204 shares 204 $65K <0.01% 0 Timeline GBTC GRAYSCALE BITCOIN TRUST ETF More: the full row for GRAYSCALE BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 986 shares; 2025Q1: 986 shares; 2025Q2: 986 shares; 2025Q3: 986 shares; 2025Q4: 986 shares; 2026Q1: 986 shares; 2026Q2: 986 shares; 2026Q3: 986 shares 986 $63.7K <0.01% 0 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 460 shares; 2025Q1: 460 shares; 2025Q2: 460 shares; 2025Q3: 460 shares; 2025Q4: 460 shares; 2026Q1: 460 shares; 2026Q2: 460 shares; 2026Q3: 460 shares 460 $63.3K <0.01% 0 Timeline AER AERCAP HOLDINGS NV More: the full row for AERCAP HOLDINGS NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 425 shares 425 $61K <0.01% new Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 380 shares; 2025Q1: 408 shares; 2025Q2: 408 shares; 2025Q3: 408 shares; 2025Q4: 408 shares; 2026Q1: 293 shares; 2026Q2: 265 shares; 2026Q3: 265 shares 265 $60.9K <0.01% 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: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares; 2026Q1: 1,000 shares; 2026Q2: 1,000 shares; 2026Q3: 1,000 shares 1,000 $60.5K <0.01% 0 Timeline DKNG DRAFTKINGS INC NEW More: the full row for DRAFTKINGS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 524,259 shares; 2025Q1: 526,862 shares; 2025Q2: 540,662 shares; 2025Q3: 542,137 shares; 2025Q4: 542,987 shares; 2026Q1: 4,575 shares; 2026Q2: 4,575 shares; 2026Q3: 3,150 shares 3,150 $59.9K <0.01% -1,425 Timeline HUM HUMANA INC More: the full row for HUMANA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 153 shares; 2025Q1: 153 shares; 2025Q2: 153 shares; 2025Q3: 153 shares; 2025Q4: 153 shares; 2026Q1: 153 shares; 2026Q2: 153 shares; 2026Q3: 153 shares 153 $58.4K <0.01% 0 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 556 shares; 2025Q1: 1,040 shares; 2025Q2: 1,040 shares; 2025Q3: 989 shares; 2025Q4: 505 shares; 2026Q1: 255 shares; 2026Q2: 255 shares; 2026Q3: 255 shares 255 $58.2K <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: 2,304 shares; 2025Q3: 2,304 shares; 2025Q4: 2,304 shares; 2026Q1: 2,304 shares; 2026Q2: 2,304 shares; 2026Q3: 2,304 shares 2,304 $54.7K <0.01% 0 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,478 shares; 2025Q1: 986 shares; 2025Q2: 986 shares; 2025Q3: 854 shares; 2025Q4: 854 shares; 2026Q1: 582 shares; 2026Q2: 582 shares; 2026Q3: 550 shares 550 $54.4K <0.01% -32 Timeline PR PERMIAN RESOURCES CORP More: the full row for PERMIAN RESOURCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,568 shares; 2025Q3: 2,568 shares; 2025Q4: 2,568 shares; 2026Q1: 2,568 shares; 2026Q2: 2,568 shares; 2026Q3: 2,568 shares 2,568 $54.2K <0.01% 0 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 238 shares; 2025Q1: 238 shares; 2025Q2: 238 shares; 2025Q3: 150 shares; 2025Q4: 150 shares; 2026Q1: 150 shares; 2026Q2: 150 shares; 2026Q3: 150 shares 150 $53.5K <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: 809 shares; 2025Q1: 679 shares; 2025Q2: 679 shares; 2025Q3: 679 shares; 2025Q4: 679 shares; 2026Q1: 699 shares; 2026Q2: 679 shares; 2026Q3: 679 shares 679 $52.7K <0.01% 0 Timeline KLAR KLARNA GROUP PLC More: the full row for KLARNA GROUP 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: not reported; 2026Q2: 4,240 shares; 2026Q3: 4,240 shares 4,240 $52.5K <0.01% 0 Timeline POST POST HLDGS INC More: the full row for POST HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,268 shares; 2025Q1: 1,268 shares; 2025Q2: 1,068 shares; 2025Q3: 916 shares; 2025Q4: 916 shares; 2026Q1: 716 shares; 2026Q2: 716 shares; 2026Q3: 716 shares 716 $52.2K <0.01% 0 Timeline EVR EVERCORE INC More: the full row for EVERCORE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 202 shares 202 $52K <0.01% new Timeline SWKS SKYWORKS SOLUTIONS INC More: the full row for SKYWORKS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 351 shares; 2025Q1: 351 shares; 2025Q2: 351 shares; 2025Q3: 351 shares; 2025Q4: 351 shares; 2026Q1: 351 shares; 2026Q2: 351 shares; 2026Q3: 601 shares 601 $51.4K <0.01% +250 Timeline VNLA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 10,460 shares; 2025Q1: 9,235 shares; 2025Q2: 1,080 shares; 2025Q3: 1,080 shares; 2025Q4: 1,080 shares; 2026Q1: 1,050 shares; 2026Q2: 1,050 shares; 2026Q3: 1,050 shares 1,050 $51K <0.01% 0 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 150 shares 150 $50.9K <0.01% new 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: 44 shares; 2025Q1: 44 shares; 2025Q2: 44 shares; 2025Q3: 44 shares; 2025Q4: 44 shares; 2026Q1: 55 shares; 2026Q2: 55 shares; 2026Q3: 55 shares 55 $50.7K <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: 1 shares; 2025Q1: 1 shares; 2025Q2: 28 shares; 2025Q3: 28 shares; 2025Q4: 28 shares; 2026Q1: 28 shares; 2026Q2: 28 shares; 2026Q3: 28 shares 28 $50.7K <0.01% 0 Timeline SCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 583 shares 583 $49.2K <0.01% new Timeline EME EMCOR GROUP INC More: the full row for EMCOR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 25 shares; 2025Q2: 25 shares; 2025Q3: 25 shares; 2025Q4: 19 shares; 2026Q1: 19 shares; 2026Q2: 19 shares; 2026Q3: 64 shares 64 $48.3K <0.01% +45 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: 207 shares; 2025Q1: 207 shares; 2025Q2: 207 shares; 2025Q3: 207 shares; 2025Q4: 207 shares; 2026Q1: 207 shares; 2026Q2: 207 shares; 2026Q3: 512 shares 512 $48.1K <0.01% +305 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: 10 shares; 2025Q1: 10 shares; 2025Q2: 10 shares; 2025Q3: 10 shares; 2025Q4: 10 shares; 2026Q1: 10 shares; 2026Q2: 96 shares; 2026Q3: 86 shares 86 $46.3K <0.01% -10 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: 75 shares; 2025Q1: 75 shares; 2025Q2: 75 shares; 2025Q3: 75 shares; 2025Q4: 75 shares; 2026Q1: 90 shares; 2026Q2: 90 shares; 2026Q3: 90 shares 90 $46K <0.01% 0 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 250 shares; 2025Q1: 820 shares; 2025Q2: 820 shares; 2025Q3: 535 shares; 2025Q4: 535 shares; 2026Q1: 535 shares; 2026Q2: 535 shares; 2026Q3: 535 shares 535 $45.8K <0.01% 0 Timeline OGE OGE ENERGY CORP More: the full row for OGE ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 720 shares; 2025Q1: 720 shares; 2025Q2: 720 shares; 2025Q3: 720 shares; 2025Q4: 720 shares; 2026Q1: 720 shares; 2026Q2: not reported; 2026Q3: 1,003 shares 1,003 $45.6K <0.01% new 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: not reported; 2025Q1: not reported; 2025Q2: 227 shares; 2025Q3: 296 shares; 2025Q4: 296 shares; 2026Q1: 208 shares; 2026Q2: 208 shares; 2026Q3: 208 shares 208 $44.9K <0.01% 0 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: not reported; 2025Q1: not reported; 2025Q2: 193 shares; 2025Q3: 194 shares; 2025Q4: 195 shares; 2026Q1: 195 shares; 2026Q2: 196 shares; 2026Q3: 197 shares 197 $44.9K <0.01% +1 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: 315 shares; 2025Q1: 287 shares; 2025Q2: 287 shares; 2025Q3: 287 shares; 2025Q4: 287 shares; 2026Q1: 312 shares; 2026Q2: 287 shares; 2026Q3: 953 shares 953 $43.7K <0.01% +666 Timeline DXCM DEXCOM INC More: the full row for DEXCOM 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 $43.1K <0.01% 0 Timeline VRP INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,233 shares; 2025Q1: 3,370 shares; 2025Q2: 1,895 shares; 2025Q3: 1,895 shares; 2025Q4: 1,895 shares; 2026Q1: 1,800 shares; 2026Q2: 1,800 shares; 2026Q3: 1,800 shares 1,800 $42.7K <0.01% 0 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 205 shares; 2025Q1: 130 shares; 2025Q2: 130 shares; 2025Q3: 130 shares; 2025Q4: 130 shares; 2026Q1: 130 shares; 2026Q2: 130 shares; 2026Q3: 130 shares 130 $42.3K <0.01% 0 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 453 shares; 2025Q1: 553 shares; 2025Q2: 364 shares; 2025Q3: 150 shares; 2025Q4: 150 shares; 2026Q1: 150 shares; 2026Q2: 150 shares; 2026Q3: 255 shares 255 $41.7K <0.01% +105 Timeline STPZ 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: 4,900 shares; 2025Q1: 4,500 shares; 2025Q2: 800 shares; 2025Q3: 800 shares; 2025Q4: 800 shares; 2026Q1: 800 shares; 2026Q2: 800 shares; 2026Q3: 800 shares 800 $41.5K <0.01% 0 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: 40 shares; 2025Q1: 40 shares; 2025Q2: 40 shares; 2025Q3: 40 shares; 2025Q4: 40 shares; 2026Q1: 40 shares; 2026Q2: 325 shares; 2026Q3: 325 shares 325 $40.8K <0.01% 0 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 365 shares; 2025Q1: 365 shares; 2025Q2: 365 shares; 2025Q3: 365 shares; 2025Q4: 365 shares; 2026Q1: 365 shares; 2026Q2: 365 shares; 2026Q3: 365 shares 365 $40K <0.01% 0 Timeline CLF CLEVELAND-CLIFFS INC NEW More: the full row for CLEVELAND-CLIFFS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,600 shares; 2025Q3: 3,600 shares; 2025Q4: 3,600 shares; 2026Q1: 3,600 shares; 2026Q2: 3,600 shares; 2026Q3: 3,600 shares 3,600 $39.6K <0.01% 0 Timeline SPSB 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: 1,325 shares; 2025Q1: 1,325 shares; 2025Q2: 1,325 shares; 2025Q3: 1,325 shares; 2025Q4: 1,325 shares; 2026Q1: 1,325 shares; 2026Q2: 1,325 shares; 2026Q3: 1,325 shares 1,325 $39.2K <0.01% 0 Timeline DJTWW TRUMP MEDIA & TECHNOLOGY GRO More: the full row for TRUMP MEDIA & TECHNOLOGY GRO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 7,100 shares; 2025Q1: 7,100 shares; 2025Q2: 7,100 shares; 2025Q3: 7,100 shares; 2025Q4: 7,100 shares; 2026Q1: 7,100 shares; 2026Q2: 7,100 shares; 2026Q3: 7,100 shares 7,100 $38.8K <0.01% 0 Timeline GALT GALECTIN THERAPEUTICS INC More: the full row for GALECTIN THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,000 shares; 2025Q4: 10,000 shares; 2026Q1: 10,000 shares; 2026Q2: 10,000 shares; 2026Q3: 10,000 shares 10,000 $38.8K <0.01% 0 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: 121 shares; 2025Q1: 121 shares; 2025Q2: 121 shares; 2025Q3: 121 shares; 2025Q4: 121 shares; 2026Q1: 121 shares; 2026Q2: 121 shares; 2026Q3: 121 shares 121 $38.2K <0.01% 0 Timeline QTEC 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: 350 shares; 2025Q1: 325 shares; 2025Q2: 275 shares; 2025Q3: 200 shares; 2025Q4: 200 shares; 2026Q1: 150 shares; 2026Q2: 150 shares; 2026Q3: 115 shares 115 $37.9K <0.01% -35 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: 85 shares; 2025Q1: 85 shares; 2025Q2: 85 shares; 2025Q3: 85 shares; 2025Q4: 85 shares; 2026Q1: 85 shares; 2026Q2: 85 shares; 2026Q3: 85 shares 85 $37.9K <0.01% 0 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: 575 shares; 2025Q1: 550 shares; 2025Q2: 550 shares; 2025Q3: 550 shares; 2025Q4: 550 shares; 2026Q1: 550 shares; 2026Q2: 1,150 shares; 2026Q3: 1,150 shares 1,150 $36.7K <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: 617 shares; 2025Q1: 617 shares; 2025Q2: 617 shares; 2025Q3: 617 shares; 2025Q4: 617 shares; 2026Q1: 617 shares; 2026Q2: 617 shares; 2026Q3: 617 shares 617 $36.6K <0.01% 0 Timeline MBC MASTERBRAND INC More: the full row for MASTERBRAND INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,078 shares; 2025Q1: 5,078 shares; 2025Q2: 5,078 shares; 2025Q3: 5,078 shares; 2025Q4: 5,078 shares; 2026Q1: 5,078 shares; 2026Q2: 5,078 shares; 2026Q3: 5,078 shares 5,078 $35.5K <0.01% 0 Timeline FLO FLOWERS FOODS INC More: the full row for FLOWERS FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,362 shares; 2025Q1: 6,362 shares; 2025Q2: 6,362 shares; 2025Q3: 6,362 shares; 2025Q4: 6,362 shares; 2026Q1: 6,362 shares; 2026Q2: 6,362 shares; 2026Q3: 6,362 shares 6,362 $35.3K <0.01% 0 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 315 shares; 2025Q1: 315 shares; 2025Q2: 424 shares; 2025Q3: 424 shares; 2025Q4: 424 shares; 2026Q1: 315 shares; 2026Q2: 315 shares; 2026Q3: 315 shares 315 $35.2K <0.01% 0 Timeline LYV LIVE NATION ENTERTAINMENT IN More: the full row for LIVE NATION ENTERTAINMENT IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 200 shares; 2025Q4: 200 shares; 2026Q1: 200 shares; 2026Q2: 200 shares; 2026Q3: 200 shares 200 $33.9K <0.01% 0 Timeline ESE ESCO TECHNOLOGIES INC More: the full row for ESCO TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 126 shares 126 $33.4K <0.01% new Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 200 shares; 2025Q1: 150 shares; 2025Q2: 150 shares; 2025Q3: 150 shares; 2025Q4: 150 shares; 2026Q1: 150 shares; 2026Q2: 150 shares; 2026Q3: 150 shares 150 $33.3K <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: 288 shares; 2025Q1: 140 shares; 2025Q2: 330 shares; 2025Q3: 330 shares; 2025Q4: 330 shares; 2026Q1: 330 shares; 2026Q2: 330 shares; 2026Q3: 330 shares 330 $32.8K <0.01% 0 Timeline FTXR 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: 975 shares; 2025Q1: 975 shares; 2025Q2: 975 shares; 2025Q3: 975 shares; 2025Q4: 975 shares; 2026Q1: 975 shares; 2026Q2: 975 shares; 2026Q3: 800 shares 800 $32.6K <0.01% -175 Timeline FXR 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: 575 shares; 2025Q1: 575 shares; 2025Q2: 575 shares; 2025Q3: 575 shares; 2025Q4: 575 shares; 2026Q1: 575 shares; 2026Q2: 575 shares; 2026Q3: 400 shares 400 $32.6K <0.01% -175 Timeline ADM ARCHER DANIELS MIDLAND CO More: the full row for ARCHER DANIELS MIDLAND CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 410 shares; 2025Q1: 410 shares; 2025Q2: 410 shares; 2025Q3: 410 shares; 2025Q4: 410 shares; 2026Q1: 419 shares; 2026Q2: 410 shares; 2026Q3: 410 shares 410 $32.5K <0.01% 0 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 392 shares; 2025Q3: 392 shares; 2025Q4: 401 shares; 2026Q1: 401 shares; 2026Q2: 411 shares; 2026Q3: 411 shares 411 $32.5K <0.01% 0 Timeline WH WYNDHAM HOTELS & RESORTS INC More: the full row for WYNDHAM HOTELS & RESORTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 448 shares; 2025Q1: 448 shares; 2025Q2: 448 shares; 2025Q3: 448 shares; 2025Q4: 448 shares; 2026Q1: 448 shares; 2026Q2: 448 shares; 2026Q3: 448 shares 448 $32.2K <0.01% 0 Timeline SPSM 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: 1,385 shares; 2025Q1: 1,385 shares; 2025Q2: 1,385 shares; 2025Q3: 1,385 shares; 2025Q4: 1,385 shares; 2026Q1: 607 shares; 2026Q2: 607 shares; 2026Q3: 607 shares 607 $32.1K <0.01% 0 Timeline IEMG 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: 99 shares; 2025Q2: 387 shares; 2025Q3: 387 shares; 2025Q4: 392 shares; 2026Q1: 392 shares; 2026Q2: 394 shares; 2026Q3: 394 shares 394 $32K <0.01% 0 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 317 shares; 2025Q1: 317 shares; 2025Q2: 317 shares; 2025Q3: 317 shares; 2025Q4: 317 shares; 2026Q1: 267 shares; 2026Q2: 112 shares; 2026Q3: 112 shares 112 $31.4K <0.01% 0 Timeline ADAM ADAMAS TRUST INC. More: the full row for ADAMAS TRUST INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,000 shares; 2025Q4: 4,000 shares; 2026Q1: 4,000 shares; 2026Q2: 4,000 shares; 2026Q3: 4,000 shares 4,000 $31.1K <0.01% 0 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 155 shares; 2025Q1: 155 shares; 2025Q2: 155 shares; 2025Q3: 155 shares; 2025Q4: 155 shares; 2026Q1: 163 shares; 2026Q2: 155 shares; 2026Q3: 155 shares 155 $31.1K <0.01% 0 Timeline TNL TRAVEL PLUS LEISURE CO More: the full row for TRAVEL PLUS LEISURE CO 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 $30.9K <0.01% 0 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: not reported; 2025Q1: not reported; 2025Q2: 885 shares; 2025Q3: 889 shares; 2025Q4: 893 shares; 2026Q1: 895 shares; 2026Q2: 897 shares; 2026Q3: 901 shares 901 $30.6K <0.01% +4 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: 1,100 shares; 2025Q1: 1,100 shares; 2025Q2: 1,100 shares; 2025Q3: 1,100 shares; 2025Q4: 1,100 shares; 2026Q1: 1,100 shares; 2026Q2: 1,100 shares; 2026Q3: 1,100 shares 1,100 $30.3K <0.01% 0 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 252,094 shares; 2025Q1: 251,626 shares; 2025Q2: 1,337 shares; 2025Q3: 801 shares; 2025Q4: 801 shares; 2026Q1: 550 shares; 2026Q2: 550 shares; 2026Q3: 575 shares 575 $30.2K <0.01% +25 Timeline OUNZ VANECK MERK GOLD ETF More: the full row for VANECK MERK GOLD ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 749 shares; 2025Q1: 749 shares; 2025Q2: 749 shares; 2025Q3: 749 shares; 2025Q4: 749 shares; 2026Q1: 749 shares; 2026Q2: 749 shares; 2026Q3: 749 shares 749 $29.9K <0.01% 0 Timeline NMRK NEWMARK GROUP INC More: the full row for NEWMARK GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,424 shares; 2025Q1: 2,424 shares; 2025Q2: 2,424 shares; 2025Q3: 2,424 shares; 2025Q4: 2,424 shares; 2026Q1: 2,424 shares; 2026Q2: 2,424 shares; 2026Q3: 2,424 shares 2,424 $29.7K <0.01% 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: 35 shares; 2025Q1: 45 shares; 2025Q2: 30 shares; 2025Q3: 30 shares; 2025Q4: 30 shares; 2026Q1: 20 shares; 2026Q2: 28 shares; 2026Q3: 28 shares 28 $29.6K <0.01% 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: 750 shares; 2025Q1: 750 shares; 2025Q2: 200 shares; 2025Q3: 200 shares; 2025Q4: 200 shares; 2026Q1: 200 shares; 2026Q2: 200 shares; 2026Q3: 200 shares 200 $29.3K <0.01% 0 Timeline EWC 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: 500 shares; 2025Q2: 500 shares; 2025Q3: 500 shares; 2025Q4: 500 shares; 2026Q1: 500 shares; 2026Q2: 500 shares; 2026Q3: 500 shares 500 $29.2K <0.01% 0 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 764 shares; 2025Q3: 765 shares; 2025Q4: 765 shares; 2026Q1: 766 shares; 2026Q2: 828 shares; 2026Q3: 768 shares 768 $27.6K <0.01% -60 Timeline DASH DOORDASH INC More: the full row for DOORDASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 150 shares 150 $27.5K <0.01% new Timeline ADX ADAMS DIVERSIFIED EQUITY FD More: the full row for ADAMS DIVERSIFIED EQUITY FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,057 shares; 2025Q1: 1,057 shares; 2025Q2: 1,057 shares; 2025Q3: 1,057 shares; 2025Q4: 1,057 shares; 2026Q1: 1,057 shares; 2026Q2: 1,057 shares; 2026Q3: 1,057 shares 1,057 $27.1K <0.01% 0 Timeline EPC EDGEWELL PERSONAL CARE CO More: the full row for EDGEWELL PERSONAL CARE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares; 2026Q1: 1,000 shares; 2026Q2: 1,000 shares; 2026Q3: 1,000 shares 1,000 $27K <0.01% 0 Timeline AME AMETEK INC More: the full row for AMETEK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 10 shares; 2025Q1: 10 shares; 2025Q2: 104 shares; 2025Q3: 104 shares; 2025Q4: 104 shares; 2026Q1: 107 shares; 2026Q2: 104 shares; 2026Q3: 104 shares 104 $25.8K <0.01% 0 Timeline FXD 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: 545 shares; 2025Q1: 545 shares; 2025Q2: 545 shares; 2025Q3: 545 shares; 2025Q4: 545 shares; 2026Q1: 545 shares; 2026Q2: 545 shares; 2026Q3: 400 shares 400 $25.7K <0.01% -145 Timeline SRPT SAREPTA THERAPEUTICS INC More: the full row for SAREPTA THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,400 shares; 2025Q1: 1,400 shares; 2025Q2: 1,400 shares; 2025Q3: 1,400 shares; 2025Q4: 1,400 shares; 2026Q1: 1,400 shares; 2026Q2: 1,400 shares; 2026Q3: 1,400 shares 1,400 $25.5K <0.01% 0 Timeline APA APA CORPORATION More: the full row for APA CORPORATION 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 $24.9K <0.01% 0 Timeline GTY GETTY RLTY CORP NEW More: the full row for GETTY RLTY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 879 shares; 2025Q1: 879 shares; 2025Q2: 879 shares; 2025Q3: 879 shares; 2025Q4: 879 shares; 2026Q1: 879 shares; 2026Q2: 879 shares; 2026Q3: 879 shares 879 $24.8K <0.01% 0 Timeline MLM MARTIN MARIETTA MATLS INC More: the full row for MARTIN MARIETTA MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 51 shares; 2025Q2: 51 shares; 2025Q3: 51 shares; 2025Q4: 51 shares; 2026Q1: 51 shares; 2026Q2: 51 shares; 2026Q3: 51 shares 51 $24.5K <0.01% 0 Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 55 shares; 2025Q1: 50 shares; 2025Q2: 50 shares; 2025Q3: 50 shares; 2025Q4: 50 shares; 2026Q1: 50 shares; 2026Q2: 50 shares; 2026Q3: 50 shares 50 $24.4K <0.01% 0 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 82 shares; 2025Q2: 82 shares; 2025Q3: 82 shares; 2025Q4: 56 shares; 2026Q1: 58 shares; 2026Q2: 56 shares; 2026Q3: 56 shares 56 $23.9K <0.01% 0 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: not reported; 2026Q3: 288 shares 288 $23.9K <0.01% new Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 232 shares; 2025Q1: 232 shares; 2025Q2: 232 shares; 2025Q3: 232 shares; 2025Q4: 232 shares; 2026Q1: 232 shares; 2026Q2: 232 shares; 2026Q3: 232 shares 232 $23.7K <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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 370 shares 370 $23.6K <0.01% new Timeline TPR TAPESTRY INC More: the full row for TAPESTRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 204 shares; 2025Q3: 204 shares; 2025Q4: 204 shares; 2026Q1: 209 shares; 2026Q2: 204 shares; 2026Q3: 204 shares 204 $23.5K <0.01% 0 Timeline AVUS AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 183 shares; 2025Q3: 183 shares; 2025Q4: 183 shares; 2026Q1: 183 shares; 2026Q2: 183 shares; 2026Q3: 183 shares 183 $23.4K <0.01% 0 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 190 shares; 2025Q3: 927 shares; 2025Q4: 193 shares; 2026Q1: 193 shares; 2026Q2: 195 shares; 2026Q3: 195 shares 195 $23.3K <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: 570 shares; 2025Q1: 570 shares; 2025Q2: 570 shares; 2025Q3: 570 shares; 2025Q4: 570 shares; 2026Q1: 570 shares; 2026Q2: 570 shares; 2026Q3: 570 shares 570 $23.3K <0.01% 0 Timeline HSBC HSBC HLDGS PLC More: the full row for HSBC HLDGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 233 shares; 2025Q3: 233 shares; 2025Q4: 233 shares; 2026Q1: 233 shares; 2026Q2: 233 shares; 2026Q3: 233 shares 233 $23.1K <0.01% 0 Timeline EXEL EXELIXIS INC More: the full row for EXELIXIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 395 shares; 2025Q3: 395 shares; 2025Q4: 395 shares; 2026Q1: 395 shares; 2026Q2: 395 shares; 2026Q3: 395 shares 395 $23.1K <0.01% 0 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 566 shares; 2025Q1: 500 shares; 2025Q2: 500 shares; 2025Q3: 500 shares; 2025Q4: 500 shares; 2026Q1: 500 shares; 2026Q2: 500 shares; 2026Q3: 500 shares 500 $22.6K <0.01% 0 Timeline GWX 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: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 461 shares 461 $21K <0.01% new Timeline S SENTINELONE INC More: the full row for SENTINELONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 875 shares 875 $20.8K <0.01% new Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5 shares; 2025Q3: 5 shares; 2025Q4: 5 shares; 2026Q1: 5 shares; 2026Q2: 125 shares; 2026Q3: 125 shares 125 $20.4K <0.01% 0 Timeline UI UBIQUITI INC More: the full row for UBIQUITI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 660 shares; 2025Q2: 660 shares; 2025Q3: 410 shares; 2025Q4: 211 shares; 2026Q1: 211 shares; 2026Q2: 36 shares; 2026Q3: 36 shares 36 $20.4K <0.01% 0 Timeline FTRE FORTREA HLDGS INC More: the full row for FORTREA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares; 2026Q1: 1,000 shares; 2026Q2: 1,000 shares; 2026Q3: 1,000 shares 1,000 $19.9K <0.01% 0 Timeline INCO COLUMBIA ETF TR II More: the full row for COLUMBIA ETF TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 330 shares; 2025Q1: 330 shares; 2025Q2: 330 shares; 2025Q3: 330 shares; 2025Q4: 330 shares; 2026Q1: 330 shares; 2026Q2: 330 shares; 2026Q3: 330 shares 330 $19.2K <0.01% 0 Timeline EEFT EURONET WORLDWIDE INC More: the full row for EURONET WORLDWIDE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 300 shares; 2025Q1: 300 shares; 2025Q2: 431 shares; 2025Q3: 300 shares; 2025Q4: 300 shares; 2026Q1: 300 shares; 2026Q2: 300 shares; 2026Q3: 300 shares 300 $18.9K <0.01% 0 Timeline PLMR PALOMAR HLDGS INC More: the full row for PALOMAR HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 350 shares; 2025Q1: 350 shares; 2025Q2: 350 shares; 2025Q3: 250 shares; 2025Q4: 150 shares; 2026Q1: 150 shares; 2026Q2: 150 shares; 2026Q3: 150 shares 150 $18.5K <0.01% 0 Timeline RL RALPH LAUREN CORP More: the full row for RALPH LAUREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 51 shares; 2025Q1: 51 shares; 2025Q2: 51 shares; 2025Q3: 51 shares; 2025Q4: 51 shares; 2026Q1: 53 shares; 2026Q2: 51 shares; 2026Q3: 51 shares 51 $18.1K <0.01% 0 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: 40 shares; 2025Q1: 40 shares; 2025Q2: 40 shares; 2025Q3: 40 shares; 2025Q4: 122 shares; 2026Q1: 122 shares; 2026Q2: 122 shares; 2026Q3: 122 shares 122 $18.1K <0.01% 0 Timeline WAB WABTEC More: the full row for WABTEC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 16 shares; 2025Q1: 16 shares; 2025Q2: 16 shares; 2025Q3: 16 shares; 2025Q4: 16 shares; 2026Q1: 19 shares; 2026Q2: 16 shares; 2026Q3: 63 shares 63 $18.1K <0.01% +47 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 54 shares; 2026Q3: 54 shares 54 $17.9K <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: 313 shares; 2026Q1: 313 shares; 2026Q2: 313 shares; 2026Q3: 313 shares 313 $17.6K <0.01% 0 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 165 shares; 2026Q2: 165 shares; 2026Q3: 165 shares 165 $17.6K <0.01% 0 Timeline GII 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: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 250 shares 250 $17.5K <0.01% new Timeline NTRS NORTHERN TR CORP More: the full row for NORTHERN TR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 100 shares; 2025Q4: 100 shares; 2026Q1: 100 shares; 2026Q2: 100 shares; 2026Q3: 100 shares 100 $16.9K <0.01% 0 Timeline CNK CINEMARK HLDGS INC More: the full row for CINEMARK HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 15 shares; 2025Q1: 452 shares; 2025Q2: 452 shares; 2025Q3: 452 shares; 2025Q4: 452 shares; 2026Q1: 452 shares; 2026Q2: 452 shares; 2026Q3: 452 shares 452 $16.9K <0.01% 0 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1 shares; 2025Q1: 1 shares; 2025Q2: 1 shares; 2025Q3: 1 shares; 2025Q4: 1 shares; 2026Q1: 1 shares; 2026Q2: 65 shares; 2026Q3: 65 shares 65 $16.6K <0.01% 0 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 120 shares; 2025Q3: 120 shares; 2025Q4: 120 shares; 2026Q1: 120 shares; 2026Q2: 120 shares; 2026Q3: 120 shares 120 $16.5K <0.01% 0 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: 85 shares; 2025Q1: 85 shares; 2025Q2: 85 shares; 2025Q3: 85 shares; 2025Q4: 85 shares; 2026Q1: 127 shares; 2026Q2: 127 shares; 2026Q3: 85 shares 85 $16K <0.01% -42 Timeline SSNC SS&C TECH HLDGS More: the full row for SS&C TECH HLDGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 132 shares; 2025Q1: 298 shares; 2025Q2: 298 shares; 2025Q3: 298 shares; 2025Q4: 207 shares; 2026Q1: 207 shares; 2026Q2: 207 shares; 2026Q3: 207 shares 207 $16K <0.01% 0 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 210 shares; 2025Q1: 210 shares; 2025Q2: 210 shares; 2025Q3: 210 shares; 2025Q4: 210 shares; 2026Q1: 110 shares; 2026Q2: 110 shares; 2026Q3: 110 shares 110 $15.9K <0.01% 0 Timeline AYI ACUITY INC More: the full row for ACUITY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 51 shares; 2025Q3: 51 shares; 2025Q4: 51 shares; 2026Q1: 51 shares; 2026Q2: 51 shares; 2026Q3: 51 shares 51 $15.8K <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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 200 shares; 2025Q4: 200 shares; 2026Q1: 200 shares; 2026Q2: 213 shares; 2026Q3: 200 shares 200 $15.6K <0.01% -13 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: 2,169 shares; 2025Q1: 1,569 shares; 2025Q2: 1,569 shares; 2025Q3: 1,569 shares; 2025Q4: 1,569 shares; 2026Q1: 969 shares; 2026Q2: 223 shares; 2026Q3: 223 shares 223 $15.6K <0.01% 0 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: 84 shares; 2025Q1: 85 shares; 2025Q2: 85 shares; 2025Q3: 75 shares; 2025Q4: 75 shares; 2026Q1: 75 shares; 2026Q2: 75 shares; 2026Q3: 75 shares 75 $15.5K <0.01% 0 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: 104 shares; 2025Q1: 104 shares; 2025Q2: 104 shares; 2025Q3: 104 shares; 2025Q4: 104 shares; 2026Q1: 115 shares; 2026Q2: 104 shares; 2026Q3: 104 shares 104 $15.5K <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: 65 shares; 2025Q1: 65 shares; 2025Q2: 65 shares; 2025Q3: 65 shares; 2025Q4: 65 shares; 2026Q1: not reported; 2026Q2: 100 shares; 2026Q3: 100 shares 100 $15.4K <0.01% 0 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 559 shares; 2025Q1: 559 shares; 2025Q2: 737 shares; 2025Q3: 488 shares; 2025Q4: 488 shares; 2026Q1: 488 shares; 2026Q2: 400 shares; 2026Q3: 400 shares 400 $15.2K <0.01% 0 Timeline RPM RPM INTL INC More: the full row for RPM INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 150 shares; 2025Q1: 150 shares; 2025Q2: 150 shares; 2025Q3: 150 shares; 2025Q4: 150 shares; 2026Q1: 150 shares; 2026Q2: 150 shares; 2026Q3: 150 shares 150 $14.8K <0.01% 0 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,197 shares; 2025Q1: 1,140 shares; 2025Q2: 540 shares; 2025Q3: 540 shares; 2025Q4: 540 shares; 2026Q1: 500 shares; 2026Q2: 514 shares; 2026Q3: 500 shares 500 $14.8K <0.01% -14 Timeline CNP CENTERPOINT ENERGY INC More: the full row for CENTERPOINT ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 400 shares; 2025Q1: 400 shares; 2025Q2: 400 shares; 2025Q3: 400 shares; 2025Q4: 400 shares; 2026Q1: 400 shares; 2026Q2: 400 shares; 2026Q3: 400 shares 400 $14.7K <0.01% 0 Timeline BUD ANHEUSER BUSCH INBEV SA NV More: the full row for ANHEUSER BUSCH INBEV SA NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,000 shares; 2025Q3: 3,000 shares; 2025Q4: 3,004 shares; 2026Q1: 200 shares; 2026Q2: 200 shares; 2026Q3: 200 shares 200 $14.7K <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: 389 shares; 2025Q1: 362 shares; 2025Q2: 362 shares; 2025Q3: 362 shares; 2025Q4: 362 shares; 2026Q1: 362 shares; 2026Q2: 412 shares; 2026Q3: 412 shares 412 $14.6K <0.01% 0 Timeline SNEX STONEX GROUP INC More: the full row for STONEX GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 100 shares; 2025Q3: 100 shares; 2025Q4: 100 shares; 2026Q1: 150 shares; 2026Q2: 150 shares; 2026Q3: 225 shares 225 $14.5K <0.01% +75 Timeline Q QNITY ELECTRONICS INC More: the full row for QNITY ELECTRONICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6 shares; 2026Q2: 113 shares; 2026Q3: 113 shares 113 $14.2K <0.01% 0 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 55 shares; 2026Q3: 55 shares 55 $14.2K <0.01% 0 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 96 shares; 2025Q1: 35 shares; 2025Q2: 35 shares; 2025Q3: 35 shares; 2025Q4: 35 shares; 2026Q1: 35 shares; 2026Q2: 35 shares; 2026Q3: 35 shares 35 $13.9K <0.01% 0 Timeline ULTA ULTA BEAUTY INC More: the full row for ULTA BEAUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 28 shares; 2025Q1: 28 shares; 2025Q2: 28 shares; 2025Q3: 28 shares; 2025Q4: 28 shares; 2026Q1: 28 shares; 2026Q2: 25 shares; 2026Q3: 25 shares 25 $13.7K <0.01% 0 Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 102 shares; 2026Q3: 102 shares 102 $13.2K <0.01% 0 Timeline FSLR FIRST SOLAR INC More: the full row for FIRST SOLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 75 shares; 2025Q1: 75 shares; 2025Q2: 75 shares; 2025Q3: 75 shares; 2025Q4: 75 shares; 2026Q1: 79 shares; 2026Q2: 75 shares; 2026Q3: 75 shares 75 $13.1K <0.01% 0 Timeline RIG TRANSOCEAN LTD More: the full row for TRANSOCEAN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,500 shares; 2025Q1: 2,500 shares; 2025Q2: 2,500 shares; 2025Q3: 2,501 shares; 2025Q4: 2,501 shares; 2026Q1: 2,500 shares; 2026Q2: 2,500 shares; 2026Q3: 2,500 shares 2,500 $13.1K <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: 415 shares; 2025Q1: 415 shares; 2025Q2: 415 shares; 2025Q3: 415 shares; 2025Q4: 415 shares; 2026Q1: 415 shares; 2026Q2: 415 shares; 2026Q3: 415 shares 415 $13K <0.01% 0 Timeline VOOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 25 shares; 2025Q1: 25 shares; 2025Q2: 25 shares; 2025Q3: 25 shares; 2025Q4: 25 shares; 2026Q1: 25 shares; 2026Q2: 150 shares; 2026Q3: 150 shares 150 $12.8K <0.01% 0 Timeline ARES ARES MANAGEMENT CORPORATION More: the full row for ARES MANAGEMENT CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 107 shares; 2025Q1: 107 shares; 2025Q2: 107 shares; 2025Q3: 107 shares; 2025Q4: 107 shares; 2026Q1: 107 shares; 2026Q2: 107 shares; 2026Q3: 107 shares 107 $12.4K <0.01% 0 Timeline GEHC GE HEALTHCARE TECHNOLOGIES I More: the full row for GE HEALTHCARE TECHNOLOGIES I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 189 shares; 2025Q1: 189 shares; 2025Q2: 189 shares; 2025Q3: 189 shares; 2025Q4: 189 shares; 2026Q1: 189 shares; 2026Q2: 189 shares; 2026Q3: 189 shares 189 $12.4K <0.01% 0 Timeline SHAK SHAKE SHACK INC More: the full row for SHAKE SHACK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 200 shares; 2025Q1: 200 shares; 2025Q2: 200 shares; 2025Q3: 200 shares; 2025Q4: 200 shares; 2026Q1: 200 shares; 2026Q2: 200 shares; 2026Q3: 200 shares 200 $11.7K <0.01% 0 Timeline BANC BANC OF CALIFORNIA INC More: the full row for BANC OF CALIFORNIA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 656 shares; 2025Q1: 656 shares; 2025Q2: 656 shares; 2025Q3: 656 shares; 2025Q4: 656 shares; 2026Q1: 656 shares; 2026Q2: 656 shares; 2026Q3: 656 shares 656 $11.3K <0.01% 0 Timeline PFG PRINCIPAL FINANCIAL GROUP IN More: the full row for PRINCIPAL FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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 $11.2K <0.01% 0 Timeline VCR VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 30 shares; 2025Q1: 30 shares; 2025Q2: 30 shares; 2025Q3: 30 shares; 2025Q4: 30 shares; 2026Q1: 30 shares; 2026Q2: 30 shares; 2026Q3: 30 shares 30 $10.9K <0.01% 0 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 225 shares; 2025Q1: 225 shares; 2025Q2: 225 shares; 2025Q3: 225 shares; 2025Q4: 225 shares; 2026Q1: 225 shares; 2026Q2: 225 shares; 2026Q3: 225 shares 225 $10.4K <0.01% 0 Timeline LINE LINEAGE INC More: the full row for LINEAGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 300 shares; 2025Q1: 300 shares; 2025Q2: 300 shares; 2025Q3: 300 shares; 2025Q4: 300 shares; 2026Q1: 300 shares; 2026Q2: 300 shares; 2026Q3: 300 shares 300 $10.2K <0.01% 0 Timeline CMS CMS ENERGY CORP More: the full row for CMS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 160 shares; 2025Q1: 160 shares; 2025Q2: 160 shares; 2025Q3: 160 shares; 2025Q4: 160 shares; 2026Q1: 160 shares; 2026Q2: 160 shares; 2026Q3: 160 shares 160 $10.1K <0.01% 0 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 35 shares; 2025Q1: 35 shares; 2025Q2: 35 shares; 2025Q3: 35 shares; 2025Q4: 35 shares; 2026Q1: 35 shares; 2026Q2: 35 shares; 2026Q3: 35 shares 35 $9.17K <0.01% 0 Timeline TXT TEXTRON INC More: the full row for TEXTRON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 120 shares; 2025Q1: 120 shares; 2025Q2: 120 shares; 2025Q3: 120 shares; 2025Q4: 120 shares; 2026Q1: 120 shares; 2026Q2: 120 shares; 2026Q3: 120 shares 120 $9.14K <0.01% 0 Timeline FBTC FIDELITY WISE ORIGIN BITCOIN More: the full row for FIDELITY WISE ORIGIN BITCOIN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 125 shares; 2025Q4: 125 shares; 2026Q1: 125 shares; 2026Q2: 125 shares; 2026Q3: 125 shares 125 $9.08K <0.01% 0 Timeline FLMX 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: 250 shares; 2025Q2: 250 shares; 2025Q3: 250 shares; 2025Q4: 255 shares; 2026Q1: 255 shares; 2026Q2: 255 shares; 2026Q3: 260 shares 260 $9K <0.01% +5 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 166 shares 166 $8.86K <0.01% new 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 685 shares; 2025Q4: 692 shares; 2026Q1: 700 shares; 2026Q2: 706 shares; 2026Q3: 714 shares 714 $8.61K <0.01% +8 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: 796 shares; 2025Q1: 629 shares; 2025Q2: 629 shares; 2025Q3: 629 shares; 2025Q4: 145 shares; 2026Q1: 145 shares; 2026Q2: 145 shares; 2026Q3: 145 shares 145 $8.38K <0.01% 0 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 16 shares; 2026Q2: 34 shares; 2026Q3: 18 shares 18 $8.18K <0.01% -16 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: 71 shares; 2025Q1: 71 shares; 2025Q2: 71 shares; 2025Q3: 71 shares; 2025Q4: 71 shares; 2026Q1: 71 shares; 2026Q2: 71 shares; 2026Q3: 71 shares 71 $8.06K <0.01% 0 Timeline FETH FIDELITY ETHEREUM FD More: the full row for FIDELITY ETHEREUM FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 300 shares; 2025Q1: 300 shares; 2025Q2: 300 shares; 2025Q3: 300 shares; 2025Q4: 300 shares; 2026Q1: 300 shares; 2026Q2: 300 shares; 2026Q3: 300 shares 300 $7.97K <0.01% 0 Timeline FTSM 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: 12,450 shares; 2025Q1: 6,350 shares; 2025Q2: 400 shares; 2025Q3: 133 shares; 2025Q4: 133 shares; 2026Q1: 133 shares; 2026Q2: 133 shares; 2026Q3: 133 shares 133 $7.93K <0.01% 0 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 345 shares; 2025Q1: 345 shares; 2025Q2: 547 shares; 2025Q3: 345 shares; 2025Q4: 345 shares; 2026Q1: 345 shares; 2026Q2: 345 shares; 2026Q3: 345 shares 345 $7.51K <0.01% 0 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6 shares; 2025Q1: 6 shares; 2025Q2: 6 shares; 2025Q3: 6 shares; 2025Q4: 6 shares; 2026Q1: 6 shares; 2026Q2: 6 shares; 2026Q3: 6 shares 6 $7.47K <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: 106 shares; 2025Q1: 106 shares; 2025Q2: 106 shares; 2025Q3: 106 shares; 2025Q4: 106 shares; 2026Q1: 106 shares; 2026Q2: 106 shares; 2026Q3: 106 shares 106 $7.42K <0.01% 0 Timeline BTC GRAYSCALE BITCOIN MINI TR ET More: the full row for GRAYSCALE BITCOIN MINI TR ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 197 shares; 2025Q1: 197 shares; 2025Q2: 197 shares; 2025Q3: 197 shares; 2025Q4: 197 shares; 2026Q1: 197 shares; 2026Q2: 197 shares; 2026Q3: 197 shares 197 $7.28K <0.01% 0 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 81 shares; 2025Q1: 81 shares; 2025Q2: 81 shares; 2025Q3: 42 shares; 2025Q4: 42 shares; 2026Q1: 42 shares; 2026Q2: 42 shares; 2026Q3: 42 shares 42 $7.17K <0.01% 0 Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 30 shares; 2026Q3: 30 shares 30 $7K <0.01% 0 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 24 shares; 2025Q1: 24 shares; 2025Q2: 24 shares; 2025Q3: 23 shares; 2025Q4: 23 shares; 2026Q1: 23 shares; 2026Q2: 23 shares; 2026Q3: 23 shares 23 $7K <0.01% 0 Timeline HLT HILTON WORLDWIDE HLDGS INC More: the full row for HILTON WORLDWIDE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 21 shares; 2026Q3: 21 shares 21 $6.68K <0.01% 0 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 25 shares; 2025Q1: 25 shares; 2025Q2: 25 shares; 2025Q3: 25 shares; 2025Q4: not reported; 2026Q1: 17 shares; 2026Q2: 17 shares; 2026Q3: 17 shares 17 $6.59K <0.01% 0 Timeline INOD INNODATA INC More: the full row for INNODATA 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: 200 shares; 2026Q2: 100 shares; 2026Q3: 100 shares 100 $6.58K <0.01% 0 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: not reported; 2025Q1: 1,803 shares; 2025Q2: 1,803 shares; 2025Q3: 1,803 shares; 2025Q4: 231 shares; 2026Q1: 231 shares; 2026Q2: 231 shares; 2026Q3: 231 shares 231 $6.3K <0.01% 0 Timeline KEMX KRANESHARES TRUST More: the full row for KRANESHARES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 117 shares; 2025Q3: 2,284 shares; 2025Q4: 121 shares; 2026Q1: 121 shares; 2026Q2: 121 shares; 2026Q3: 121 shares 121 $6.19K <0.01% 0 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 57 shares; 2026Q2: 10 shares; 2026Q3: 10 shares 10 $6.12K <0.01% 0 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 67 shares; 2025Q1: 67 shares; 2025Q2: 67 shares; 2025Q3: 67 shares; 2025Q4: 67 shares; 2026Q1: 22 shares; 2026Q2: 22 shares; 2026Q3: 22 shares 22 $6.07K <0.01% 0 Timeline NNE NANO NUCLEAR ENERGY INC More: the full row for NANO NUCLEAR ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 375 shares; 2026Q2: 375 shares; 2026Q3: 375 shares 375 $5.94K <0.01% 0 Timeline EMBC EMBECTA CORP More: the full row for EMBECTA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,185 shares; 2025Q1: 1,120 shares; 2025Q2: 1,040 shares; 2025Q3: 1,040 shares; 2025Q4: 1,040 shares; 2026Q1: 1,040 shares; 2026Q2: 1,040 shares; 2026Q3: 1,040 shares 1,040 $5.89K <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: 2 shares; 2025Q1: 2 shares; 2025Q2: 2 shares; 2025Q3: 2 shares; 2025Q4: 2 shares; 2026Q1: 2 shares; 2026Q2: 2 shares; 2026Q3: 2 shares 2 $5.66K <0.01% 0 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 28 shares; 2026Q1: 28 shares; 2026Q2: 28 shares; 2026Q3: 28 shares 28 $5.54K <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: 26 shares; 2025Q1: 26 shares; 2025Q2: 26 shares; 2025Q3: 26 shares; 2025Q4: 26 shares; 2026Q1: 26 shares; 2026Q2: 26 shares; 2026Q3: 26 shares 26 $5.49K <0.01% 0 Timeline BRBR BELLRING BRANDS INC More: the full row for BELLRING BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,607 shares; 2025Q1: 1,607 shares; 2025Q2: 1,607 shares; 2025Q3: 1,408 shares; 2025Q4: 1,408 shares; 2026Q1: 908 shares; 2026Q2: 699 shares; 2026Q3: 699 shares 699 $5.38K <0.01% 0 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9 shares; 2026Q2: 19 shares; 2026Q3: 19 shares 19 $5.05K <0.01% 0 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 25 shares; 2025Q1: 25 shares; 2025Q2: 25 shares; 2025Q3: 24 shares; 2025Q4: 24 shares; 2026Q1: 24 shares; 2026Q2: 24 shares; 2026Q3: 24 shares 24 $5.04K <0.01% 0 Timeline RDDT REDDIT INC More: the full row for REDDIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 35 shares; 2025Q1: 35 shares; 2025Q2: 35 shares; 2025Q3: 35 shares; 2025Q4: 35 shares; 2026Q1: 35 shares; 2026Q2: 35 shares; 2026Q3: 35 shares 35 $4.99K <0.01% 0 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 18 shares; 2025Q1: 10 shares; 2025Q2: 10 shares; 2025Q3: 10 shares; 2025Q4: 10 shares; 2026Q1: 11 shares; 2026Q2: 10 shares; 2026Q3: 10 shares 10 $4.83K <0.01% 0 Timeline EQT EQT CORP More: the full row for EQT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 89 shares; 2025Q1: 89 shares; 2025Q2: 89 shares; 2025Q3: 89 shares; 2025Q4: 89 shares; 2026Q1: 89 shares; 2026Q2: 89 shares; 2026Q3: 89 shares 89 $4.32K <0.01% 0 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 50 shares; 2025Q1: 50 shares; 2025Q2: 50 shares; 2025Q3: 50 shares; 2025Q4: 50 shares; 2026Q1: 73 shares; 2026Q2: 50 shares; 2026Q3: 50 shares 50 $4.17K <0.01% 0 Timeline SOC SABLE OFFSHORE CORP More: the full row for SABLE OFFSHORE 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: 1,200 shares; 2026Q1: 1,200 shares; 2026Q2: 1,200 shares; 2026Q3: 1,200 shares 1,200 $4.15K <0.01% 0 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 79 shares; 2026Q2: 79 shares; 2026Q3: 79 shares 79 $4.11K <0.01% 0 Timeline SOFI SOFI TECHNOLOGIES INC More: the full row for SOFI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 197 shares; 2026Q2: 222 shares; 2026Q3: 222 shares 222 $3.49K <0.01% 0 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 36 shares; 2026Q2: 36 shares; 2026Q3: 36 shares 36 $3.42K <0.01% 0 Timeline MBGL MOBILITY GLOBAL INC More: the full row for MOBILITY GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 195 shares 195 $3.34K <0.01% new Timeline CHKP CHECK POINT SOFTWARE TECH LT More: the full row for CHECK POINT SOFTWARE TECH LT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 68 shares; 2025Q3: 68 shares; 2025Q4: 68 shares; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 25 shares 25 $3.21K <0.01% new 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 16 shares; 2026Q2: 16 shares; 2026Q3: 16 shares 16 $3.13K <0.01% 0 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14 shares; 2026Q1: 14 shares; 2026Q2: 14 shares; 2026Q3: 14 shares 14 $3.11K <0.01% 0 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3 shares; 2025Q1: 13 shares; 2025Q2: 13 shares; 2025Q3: 13 shares; 2025Q4: 13 shares; 2026Q1: 3 shares; 2026Q2: 3 shares; 2026Q3: 3 shares 3 $3.04K <0.01% 0 Timeline RBLX ROBLOX CORP More: the full row for ROBLOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 70 shares; 2025Q1: 70 shares; 2025Q2: 70 shares; 2025Q3: 70 shares; 2025Q4: 70 shares; 2026Q1: 70 shares; 2026Q2: 70 shares; 2026Q3: 70 shares 70 $2.97K <0.01% 0 Timeline BWIN THE BALDWIN INSURANCE GRP IN More: the full row for THE BALDWIN INSURANCE GRP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 580 shares; 2025Q1: 580 shares; 2025Q2: 559 shares; 2025Q3: 392 shares; 2025Q4: 392 shares; 2026Q1: 392 shares; 2026Q2: 392 shares; 2026Q3: 92 shares 92 $2.93K <0.01% -300 Timeline PENN PENN ENTERTAINMENT INC More: the full row for PENN ENTERTAINMENT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 200 shares; 2025Q1: 200 shares; 2025Q2: 200 shares; 2025Q3: 200 shares; 2025Q4: 200 shares; 2026Q1: 200 shares; 2026Q2: 200 shares; 2026Q3: 200 shares 200 $2.93K <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: 10 shares; 2025Q1: 10 shares; 2025Q2: 10 shares; 2025Q3: 10 shares; 2025Q4: 10 shares; 2026Q1: 10 shares; 2026Q2: 10 shares; 2026Q3: 10 shares 10 $2.85K <0.01% 0 Timeline ROP ROPER TECHNOLOGIES INC More: the full row for ROPER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 8 shares; 2025Q1: 8 shares; 2025Q2: 8 shares; 2025Q3: 8 shares; 2025Q4: 8 shares; 2026Q1: 8 shares; 2026Q2: 8 shares; 2026Q3: 8 shares 8 $2.8K <0.01% 0 Timeline UL UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 37 shares; 2026Q1: 37 shares; 2026Q2: 37 shares; 2026Q3: 37 shares 37 $2.25K <0.01% 0 Timeline AMH AMERICAN HOMES 4 RENT More: the full row for AMERICAN HOMES 4 RENT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 73 shares; 2025Q1: 73 shares; 2025Q2: 73 shares; 2025Q3: 73 shares; 2025Q4: 73 shares; 2026Q1: 73 shares; 2026Q2: 73 shares; 2026Q3: 73 shares 73 $2.22K <0.01% 0 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 9 shares; 2025Q1: 9 shares; 2025Q2: 43 shares; 2025Q3: 43 shares; 2025Q4: 43 shares; 2026Q1: 9 shares; 2026Q2: 9 shares; 2026Q3: 9 shares 9 $1.88K <0.01% 0 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 20 shares; 2025Q1: 20 shares; 2025Q2: 20 shares; 2025Q3: 20 shares; 2025Q4: 20 shares; 2026Q1: 20 shares; 2026Q2: 20 shares; 2026Q3: 20 shares 20 $1.87K <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: 246 shares; 2025Q1: 46 shares; 2025Q2: 46 shares; 2025Q3: 46 shares; 2025Q4: 46 shares; 2026Q1: 46 shares; 2026Q2: 46 shares; 2026Q3: 46 shares 46 $1.86K <0.01% 0 Timeline CASY CASEYS GEN STORES INC More: the full row for CASEYS GEN STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3 shares; 2026Q1: 3 shares; 2026Q2: 3 shares; 2026Q3: 3 shares 3 $1.83K <0.01% 0 Timeline JVAL 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 30 shares; 2026Q1: 30 shares; 2026Q2: 30 shares; 2026Q3: 30 shares 30 $1.74K <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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 5 shares 5 $1.65K <0.01% new Timeline ACM AECOM More: the full row for AECOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 28 shares; 2025Q1: 28 shares; 2025Q2: 28 shares; 2025Q3: 28 shares; 2025Q4: 28 shares; 2026Q1: 28 shares; 2026Q2: 28 shares; 2026Q3: 28 shares 28 $1.65K <0.01% 0 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 175 shares; 2025Q1: 175 shares; 2025Q2: 175 shares; 2025Q3: 171 shares; 2025Q4: 172 shares; 2026Q1: 172 shares; 2026Q2: 172 shares; 2026Q3: 4 shares 4 $1.63K <0.01% -168 Timeline TLH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 17 shares; 2026Q2: 17 shares; 2026Q3: 17 shares 17 $1.57K <0.01% 0 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 247 shares; 2025Q1: 15 shares; 2025Q2: 15 shares; 2025Q3: 15 shares; 2025Q4: 15 shares; 2026Q1: 15 shares; 2026Q2: 15 shares; 2026Q3: 15 shares 15 $1.43K <0.01% 0 Timeline TKR TIMKEN CO More: the full row for TIMKEN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 12 shares; 2025Q1: 12 shares; 2025Q2: 12 shares; 2025Q3: 12 shares; 2025Q4: 12 shares; 2026Q1: 12 shares; 2026Q2: 12 shares; 2026Q3: 12 shares 12 $1.4K <0.01% 0 Timeline SCI SERVICE CORP INTL More: the full row for SERVICE CORP INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 18 shares; 2025Q1: 18 shares; 2025Q2: 18 shares; 2025Q3: 18 shares; 2025Q4: 18 shares; 2026Q1: 18 shares; 2026Q2: 18 shares; 2026Q3: 18 shares 18 $1.37K <0.01% 0 Timeline FRVO FERVO ENERGY CO More: the full row for FERVO ENERGY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 100 shares; 2026Q3: 100 shares 100 $1.36K <0.01% 0 Timeline CCB COASTAL FINL CORP WA More: the full row for COASTAL FINL CORP WA 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: 33 shares; 2026Q1: 33 shares; 2026Q2: 33 shares; 2026Q3: 33 shares 33 $1.32K <0.01% 0 Timeline FANG DIAMONDBACK ENERGY INC More: the full row for DIAMONDBACK ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 7 shares; 2025Q1: 7 shares; 2025Q2: 7 shares; 2025Q3: 7 shares; 2025Q4: 7 shares; 2026Q1: 7 shares; 2026Q2: 7 shares; 2026Q3: 7 shares 7 $1.29K <0.01% 0 Timeline BIIB BIOGEN INC More: the full row for BIOGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5 shares; 2025Q1: 5 shares; 2025Q2: 5 shares; 2025Q3: 5 shares; 2025Q4: 5 shares; 2026Q1: 12 shares; 2026Q2: 5 shares; 2026Q3: 5 shares 5 $1.13K <0.01% 0 Timeline TDG TRANSDIGM GROUP INC More: the full row for TRANSDIGM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1 shares; 2025Q1: 1 shares; 2025Q2: 1 shares; 2025Q3: 1 shares; 2025Q4: 1 shares; 2026Q1: 1 shares; 2026Q2: 1 shares; 2026Q3: 1 shares 1 $1.08K <0.01% 0 Timeline PJT PJT PARTNERS INC More: the full row for PJT PARTNERS 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: 7 shares; 2026Q1: 7 shares; 2026Q2: 7 shares; 2026Q3: 7 shares 7 $999 <0.01% 0 Timeline ODD ODDITY TECH LTD More: the full row for ODDITY TECH LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 50 shares; 2025Q1: 50 shares; 2025Q2: 50 shares; 2025Q3: 50 shares; 2025Q4: 50 shares; 2026Q1: 50 shares; 2026Q2: 50 shares; 2026Q3: 50 shares 50 $933 <0.01% 0 Timeline BHF BRIGHTHOUSE FINL INC More: the full row for BRIGHTHOUSE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 18 shares; 2025Q1: 18 shares; 2025Q2: 18 shares; 2025Q3: 18 shares; 2025Q4: 18 shares; 2026Q1: 18 shares; 2026Q2: 18 shares; 2026Q3: 18 shares 18 $899 <0.01% 0 Timeline ONON ON HLDG AG More: the full row for ON HLDG AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 30 shares; 2025Q1: 30 shares; 2025Q2: 30 shares; 2025Q3: 30 shares; 2025Q4: 30 shares; 2026Q1: 30 shares; 2026Q2: 35 shares; 2026Q3: 30 shares 30 $889 <0.01% -5 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: 203 shares; 2025Q1: 19 shares; 2025Q2: 19 shares; 2025Q3: 19 shares; 2025Q4: 19 shares; 2026Q1: 19 shares; 2026Q2: 19 shares; 2026Q3: 19 shares 19 $830 <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: 3 shares; 2025Q1: 403 shares; 2025Q2: 403 shares; 2025Q3: 403 shares; 2025Q4: 3 shares; 2026Q1: 3 shares; 2026Q2: 3 shares; 2026Q3: 3 shares 3 $827 <0.01% 0 Timeline IR INGERSOLL RAND INC More: the full row for INGERSOLL RAND INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 10 shares; 2025Q1: 10 shares; 2025Q2: 10 shares; 2025Q3: 10 shares; 2025Q4: 10 shares; 2026Q1: 10 shares; 2026Q2: 10 shares; 2026Q3: 10 shares 10 $752 <0.01% 0 Timeline GRWG GROWGENERATION CORP More: the full row for GROWGENERATION CORP 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 $750 <0.01% 0 Timeline NBIX NEUROCRINE BIOSCIENCES INC More: the full row for NEUROCRINE BIOSCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5 shares; 2025Q1: 5 shares; 2025Q2: 5 shares; 2025Q3: 5 shares; 2025Q4: 5 shares; 2026Q1: 5 shares; 2026Q2: 5 shares; 2026Q3: 5 shares 5 $710 <0.01% 0 Timeline SLQT SELECTQUOTE INC More: the full row for SELECTQUOTE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,000 shares; 2025Q1: 4,000 shares; 2025Q2: 4,000 shares; 2025Q3: 1,500 shares; 2025Q4: 1,500 shares; 2026Q1: 1,500 shares; 2026Q2: 1,500 shares; 2026Q3: 1,500 shares 1,500 $608 <0.01% 0 Timeline NIO NIO INC More: the full row for NIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 175 shares; 2025Q1: 175 shares; 2025Q2: 175 shares; 2025Q3: 175 shares; 2025Q4: 175 shares; 2026Q1: 190 shares; 2026Q2: 175 shares; 2026Q3: 175 shares 175 $601 <0.01% 0 Timeline STZ CONSTELLATION BRANDS INC More: the full row for CONSTELLATION BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5 shares; 2025Q1: 5 shares; 2025Q2: 5 shares; 2025Q3: 5 shares; 2025Q4: 5 shares; 2026Q1: 5 shares; 2026Q2: 5 shares; 2026Q3: 5 shares 5 $566 <0.01% 0 Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 10 shares; 2025Q1: 10 shares; 2025Q2: 316 shares; 2025Q3: 10 shares; 2025Q4: 10 shares; 2026Q1: 10 shares; 2026Q2: 10 shares; 2026Q3: 10 shares 10 $554 <0.01% 0 Timeline FDXF FEDEX FGHT HLDG CO INC More: the full row for FEDEX FGHT HLDG CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5 shares; 2026Q3: 5 shares 5 $547 <0.01% 0 Timeline LULU LULULEMON ATHLETICA INC More: the full row for LULULEMON ATHLETICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5 shares; 2025Q1: 5 shares; 2025Q2: 5 shares; 2025Q3: 5 shares; 2025Q4: 5 shares; 2026Q1: 5 shares; 2026Q2: 5 shares; 2026Q3: 5 shares 5 $481 <0.01% 0 Timeline VSNT VERSANT MEDIA GROUP INC More: the full row for VERSANT MEDIA GROUP 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: 12 shares; 2026Q2: 12 shares; 2026Q3: 12 shares 12 $381 <0.01% 0 Timeline TD TORONTO DOMINION BK ONT More: the full row for TORONTO DOMINION BK ONT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2 shares; 2025Q1: 2 shares; 2025Q2: 2 shares; 2025Q3: 2 shares; 2025Q4: 2 shares; 2026Q1: 2 shares; 2026Q2: 2 shares; 2026Q3: 2 shares 2 $236 <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: 5 shares; 2025Q1: 5 shares; 2025Q2: 5 shares; 2025Q3: 5 shares; 2025Q4: 5 shares; 2026Q1: 5 shares; 2026Q2: 5 shares; 2026Q3: 5 shares 5 $209 <0.01% 0 Timeline DDD 3D SYS CORP DEL More: the full row for 3D SYS CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 50 shares; 2025Q1: 50 shares; 2025Q2: 50 shares; 2025Q3: 50 shares; 2025Q4: 50 shares; 2026Q1: 50 shares; 2026Q2: 50 shares; 2026Q3: 50 shares 50 $180 <0.01% 0 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1 shares; 2026Q2: 1 shares; 2026Q3: 1 shares 1 $167 <0.01% 0 Timeline VT 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 shares; 2025Q1: 1 shares; 2025Q2: 1 shares; 2025Q3: 1 shares; 2025Q4: 1 shares; 2026Q1: 1 shares; 2026Q2: 1 shares; 2026Q3: 1 shares 1 $158 <0.01% 0 Timeline MICC MAGNUM ICE CREAM CO NV More: the full row for MAGNUM ICE CREAM CO NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8 shares; 2026Q1: 8 shares; 2026Q2: 8 shares; 2026Q3: 8 shares 8 $143 <0.01% 0 Timeline AZIO AZIO AI HOLDINGS INC More: the full row for AZIO AI HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 65 shares; 2025Q4: 65 shares; 2026Q1: 65 shares; 2026Q2: 65 shares; 2026Q3: 65 shares 65 $82 <0.01% 0 Timeline ARTY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1 shares; 2026Q3: 1 shares 1 $79 <0.01% 0 Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 840 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 0 shares; 2025Q4: 0 shares; 2026Q1: 0 shares; 2026Q2: 0 shares; 2026Q3: 0 shares 0 $42 <0.01% 0 Amount filed as zero, left out of ratios. Timeline OXY/WS 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: 1 shares; 2025Q1: 1 shares; 2025Q2: 1 shares; 2025Q3: 1 shares; 2025Q4: 1 shares; 2026Q1: 1 shares; 2026Q2: 1 shares; 2026Q3: 1 shares 1 $34 <0.01% 0 Timeline LQDA LIQUIDIA CORPORATION More: the full row for LIQUIDIA CORPORATION 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 shares; 2026Q3: 1 shares 1 $31 <0.01% 0 Timeline INO INOVIO PHARMACEUTICALS INC More: the full row for INOVIO PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 18 shares; 2025Q1: 18 shares; 2025Q2: 18 shares; 2025Q3: 18 shares; 2025Q4: 18 shares; 2026Q1: 18 shares; 2026Q2: 18 shares; 2026Q3: 18 shares 18 $22 <0.01% 0 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 1 shares 1 $17 <0.01% new Timeline PGX INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 30 shares; 2026Q3: 1 shares 1 $11 <0.01% -29 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 0 shares 0 $7 <0.01% new Amount filed as zero, left out of ratios. Timeline PRG PROG HOLDINGS INC More: the full row for PROG HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 0 shares; 2025Q4: 0 shares; 2026Q1: 0 shares; 2026Q2: 0 shares; 2026Q3: 0 shares 0 $7 <0.01% 0 Amount filed as zero, left out of ratios. Timeline WKHS WORKHORSE GROUP INC More: the full row for WORKHORSE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1 shares; 2026Q1: 1 shares; 2026Q2: 1 shares; 2026Q3: 1 shares 1 $3 <0.01% 0 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: not reported; 2025Q1: not reported; 2025Q2: 234 shares; 2025Q3: 1,567 shares; 2025Q4: 243 shares; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 0 shares 0 $1 <0.01% new Amount filed as zero, left out of ratios. Timeline CGC CANOPY GROWTH CORPORATION More: the full row for CANOPY GROWTH CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1 shares; 2025Q1: 1 shares; 2025Q2: 1 shares; 2025Q3: 1 shares; 2025Q4: 1 shares; 2026Q1: 1 shares; 2026Q2: 1 shares; 2026Q3: 1 shares 1 $1 <0.01% 0 Timeline