NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 717,680 shares; 2024Q4: 722,736 shares; 2025Q1: 727,820 shares; 2025Q2: 713,387 shares; 2025Q3: 721,348 shares; 2025Q4: 734,592 shares; 2026Q1: 726,959 shares; 2026Q2: 692,561 shares 692,561 $139M 8.53% -34,398 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 462,808 shares; 2024Q4: 459,823 shares; 2025Q1: 447,882 shares; 2025Q2: 395,671 shares; 2025Q3: 413,400 shares; 2025Q4: 411,025 shares; 2026Q1: 416,025 shares; 2026Q2: 410,286 shares 410,286 $119M 7.3% -5,739 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 439,126 shares; 2024Q4: 438,067 shares; 2025Q1: 434,113 shares; 2025Q2: 383,714 shares; 2025Q3: 384,225 shares; 2025Q4: 379,613 shares; 2026Q1: 340,078 shares; 2026Q2: 334,148 shares 334,148 $118M 7.26% -5,930 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 347,246 shares; 2024Q4: 346,406 shares; 2025Q1: 353,528 shares; 2025Q2: 340,571 shares; 2025Q3: 335,423 shares; 2025Q4: 332,023 shares; 2026Q1: 297,552 shares; 2026Q2: 297,284 shares 297,284 $112M 6.91% -268 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 374,363 shares; 2024Q4: 374,154 shares; 2025Q1: 369,031 shares; 2025Q2: 355,735 shares; 2025Q3: 364,675 shares; 2025Q4: 366,405 shares; 2026Q1: 368,803 shares; 2026Q2: 366,073 shares 366,073 $87.2M 5.37% -2,730 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 238,877 shares; 2024Q4: 241,415 shares; 2025Q1: 243,886 shares; 2025Q2: 229,189 shares; 2025Q3: 230,210 shares; 2025Q4: 230,779 shares; 2026Q1: 236,541 shares; 2026Q2: 208,627 shares 208,627 $77.8M 4.79% -27,914 Timeline BE BLOOM ENERGY CORP More: the full row for BLOOM ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 726,000 shares; 2024Q4: 724,320 shares; 2025Q1: 713,307 shares; 2025Q2: 684,792 shares; 2025Q3: 358,780 shares; 2025Q4: 354,869 shares; 2026Q1: 233,720 shares; 2026Q2: 228,790 shares 228,790 $69.3M 4.26% -4,930 Timeline JMTG J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,265,990 shares; 2025Q3: 1,296,719 shares; 2025Q4: 1,331,424 shares; 2026Q1: 1,337,102 shares; 2026Q2: 1,343,889 shares 1,343,889 $68.1M 4.19% +6,787 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 175,565 shares; 2024Q4: 175,325 shares; 2025Q1: 171,451 shares; 2025Q2: 168,576 shares; 2025Q3: 169,307 shares; 2025Q4: 173,135 shares; 2026Q1: 176,643 shares; 2026Q2: 154,519 shares 154,519 $53M 3.26% -22,124 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 34,435 shares; 2024Q4: 69,755 shares; 2025Q1: 71,093 shares; 2025Q2: 67,977 shares; 2025Q3: 67,975 shares; 2025Q4: 70,978 shares; 2026Q1: 110,635 shares; 2026Q2: 111,705 shares 111,705 $38.1M 2.34% +1,070 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 98,239 shares; 2024Q4: 99,332 shares; 2025Q1: 94,972 shares; 2025Q2: 72,540 shares; 2025Q3: 72,708 shares; 2025Q4: 70,028 shares; 2026Q1: 69,810 shares; 2026Q2: 68,968 shares 68,968 $34.5M 2.12% -842 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4 shares; 2025Q4: 4 shares; 2026Q1: 10,259 shares; 2026Q2: 101,770 shares 101,770 $30.7M 1.89% +91,511 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 133,122 shares; 2024Q4: 131,172 shares; 2025Q1: 132,719 shares; 2025Q2: 127,134 shares; 2025Q3: 124,229 shares; 2025Q4: 124,210 shares; 2026Q1: 123,604 shares; 2026Q2: 121,779 shares 121,779 $30M 1.84% -1,825 Timeline PPH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 282,795 shares; 2024Q4: 282,790 shares; 2025Q1: 283,685 shares; 2025Q2: 280,477 shares; 2025Q3: 275,400 shares; 2025Q4: 267,854 shares; 2026Q1: 267,700 shares; 2026Q2: 263,830 shares 263,830 $28.8M 1.77% -3,870 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 132,746 shares; 2024Q4: 131,282 shares; 2025Q1: 129,321 shares; 2025Q2: 123,521 shares; 2025Q3: 122,265 shares; 2025Q4: 126,719 shares; 2026Q1: 127,330 shares; 2026Q2: 125,512 shares 125,512 $27.7M 1.7% -1,818 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 169,873 shares; 2024Q4: 115,890 shares; 2025Q1: 114,415 shares; 2025Q2: 109,135 shares; 2025Q3: 117,827 shares; 2025Q4: 119,225 shares; 2026Q1: 120,024 shares; 2026Q2: 118,434 shares 118,434 $25.9M 1.59% -1,590 Timeline USFD US FOODS HLDG CORP More: the full row for US FOODS HLDG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 150 shares; 2024Q4: 150 shares; 2025Q1: 139,300 shares; 2025Q2: 140,425 shares; 2025Q3: 141,675 shares; 2025Q4: 142,931 shares; 2026Q1: 237,290 shares; 2026Q2: 236,090 shares 236,090 $24.1M 1.49% -1,200 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 43,303 shares; 2024Q4: 43,093 shares; 2025Q1: 42,185 shares; 2025Q2: 40,402 shares; 2025Q3: 39,726 shares; 2025Q4: 45,018 shares; 2026Q1: 45,299 shares; 2026Q2: 44,627 shares 44,627 $23.2M 1.42% -672 Timeline VMI VALMONT INDS INC More: the full row for VALMONT INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 40,540 shares; 2024Q4: 40,755 shares; 2025Q1: 41,475 shares; 2025Q2: 40,053 shares; 2025Q3: 39,710 shares; 2025Q4: 39,587 shares; 2026Q1: 39,939 shares; 2026Q2: 39,748 shares 39,748 $23M 1.41% -191 Timeline CMS CMS ENERGY CORP More: the full row for CMS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 289,950 shares; 2024Q4: 289,540 shares; 2025Q1: 288,021 shares; 2025Q2: 290,371 shares; 2025Q3: 291,346 shares; 2025Q4: 292,171 shares; 2026Q1: 293,359 shares; 2026Q2: 292,774 shares 292,774 $22.4M 1.38% -585 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5 shares; 2024Q4: 5 shares; 2025Q1: 175 shares; 2025Q2: 5 shares; 2025Q3: 21,048 shares; 2025Q4: 21,255 shares; 2026Q1: 21,241 shares; 2026Q2: 21,114 shares 21,114 $22M 1.35% -127 Timeline AWK AMERICAN WTR WKS CO INC NEW More: the full row for AMERICAN WTR WKS CO INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 149,925 shares; 2025Q1: 151,369 shares; 2025Q2: 145,594 shares; 2025Q3: 148,269 shares; 2025Q4: 152,739 shares; 2026Q1: 152,159 shares; 2026Q2: 151,254 shares 151,254 $19.9M 1.22% -905 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 100 shares; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 307 shares; 2025Q4: 300 shares; 2026Q1: 60,540 shares; 2026Q2: 60,840 shares 60,840 $19.2M 1.18% +300 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 46,611 shares; 2024Q4: 46,073 shares; 2025Q1: 44,291 shares; 2025Q2: 39,781 shares; 2025Q3: 39,585 shares; 2025Q4: 56,886 shares; 2026Q1: 57,236 shares; 2026Q2: 57,146 shares 57,146 $19M 1.17% -90 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 35 shares; 2024Q4: 105 shares; 2025Q1: 115 shares; 2025Q2: 115 shares; 2025Q3: 187 shares; 2025Q4: 1,800 shares; 2026Q1: 269,433 shares; 2026Q2: 264,958 shares 264,958 $18.9M 1.16% -4,475 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,982 shares; 2025Q3: 5,967 shares; 2025Q4: 6,012 shares; 2026Q1: 6,037 shares; 2026Q2: 5,739 shares 5,739 $18.3M 1.13% -298 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 34,622 shares; 2024Q4: 36,784 shares; 2025Q1: 37,206 shares; 2025Q2: 35,700 shares; 2025Q3: 35,193 shares; 2025Q4: 35,056 shares; 2026Q1: 35,923 shares; 2026Q2: 35,466 shares 35,466 $17.8M 1.09% -457 Timeline RMD RESMED INC More: the full row for RESMED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 94,565 shares; 2024Q4: 94,100 shares; 2025Q1: 95,785 shares; 2025Q2: 92,208 shares; 2025Q3: 91,630 shares; 2025Q4: 92,464 shares; 2026Q1: 95,017 shares; 2026Q2: 87,722 shares 87,722 $17.1M 1.05% -7,295 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 50 shares; 2024Q4: 1,107 shares; 2025Q1: 1,065 shares; 2025Q2: 1,065 shares; 2025Q3: 1,083 shares; 2025Q4: 1,083 shares; 2026Q1: 1,065 shares; 2026Q2: 28,786 shares 28,786 $16.7M 1.03% +27,721 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,848 shares; 2024Q4: 25,848 shares; 2025Q1: 25,278 shares; 2025Q2: 26,711 shares; 2025Q3: 39,251 shares; 2025Q4: 38,896 shares; 2026Q1: 40,585 shares; 2026Q2: 39,839 shares 39,839 $15.8M 0.97% -746 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 102,280 shares; 2025Q1: 104,326 shares; 2025Q2: 92,086 shares; 2025Q3: 91,570 shares; 2025Q4: 92,355 shares; 2026Q1: 93,375 shares; 2026Q2: 92,765 shares 92,765 $15.8M 0.97% -610 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 67,670 shares; 2024Q4: 67,626 shares; 2025Q1: 67,406 shares; 2025Q2: 74,960 shares; 2025Q3: 78,807 shares; 2025Q4: 78,545 shares; 2026Q1: 80,758 shares; 2026Q2: 79,712 shares 79,712 $15.2M 0.93% -1,046 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; 2024Q3: 21,110 shares; 2024Q4: 21,045 shares; 2025Q1: 20,670 shares; 2025Q2: 19,664 shares; 2025Q3: 19,605 shares; 2025Q4: 23,139 shares; 2026Q1: 22,955 shares; 2026Q2: 51,328 shares 51,328 $15M 0.92% +28,373 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 211,557 shares; 2024Q4: 209,467 shares; 2025Q1: 107,312 shares; 2025Q2: 101,705 shares; 2025Q3: 102,143 shares; 2025Q4: 101,345 shares; 2026Q1: 100,305 shares; 2026Q2: 98,730 shares 98,730 $15M 0.92% -1,575 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 92,764 shares; 2024Q4: 89,938 shares; 2025Q1: 96,878 shares; 2025Q2: 93,128 shares; 2025Q3: 94,230 shares; 2025Q4: 93,664 shares; 2026Q1: 60,570 shares; 2026Q2: 20,475 shares 20,475 $14.7M 0.91% -40,095 Timeline EYE NATIONAL VISION HLDGS INC More: the full row for NATIONAL VISION HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 761,750 shares 761,750 $14.5M 0.89% new Timeline NVT NVENT ELEC PLC More: the full row for NVENT ELEC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 133,865 shares; 2025Q1: 138,399 shares; 2025Q2: 84,949 shares; 2025Q3: 84,849 shares; 2025Q4: 84,765 shares; 2026Q1: 85,111 shares; 2026Q2: 85,348 shares 85,348 $14.5M 0.89% +237 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 74,158 shares; 2024Q4: 74,262 shares; 2025Q1: 73,373 shares; 2025Q2: 47,722 shares; 2025Q3: 54,252 shares; 2025Q4: 53,532 shares; 2026Q1: 37,666 shares; 2026Q2: 36,691 shares 36,691 $13.1M 0.81% -975 Timeline VLTO VERALTO CORP More: the full row for VERALTO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 131,464 shares; 2024Q4: 131,332 shares; 2025Q1: 131,843 shares; 2025Q2: 136,876 shares; 2025Q3: 136,712 shares; 2025Q4: 140,264 shares; 2026Q1: 143,098 shares; 2026Q2: 143,338 shares 143,338 $12.7M 0.78% +240 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 53,314 shares; 2024Q4: 50,647 shares; 2025Q1: 47,904 shares; 2025Q2: 40,742 shares; 2025Q3: 40,878 shares; 2025Q4: 40,597 shares; 2026Q1: 41,035 shares; 2026Q2: 41,254 shares 41,254 $10.5M 0.64% +219 Timeline BIPC BROOKFIELD INFRASTRUCTURE CO More: the full row for BROOKFIELD INFRASTRUCTURE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 192,372 shares; 2025Q1: 195,835 shares; 2025Q2: 194,594 shares; 2025Q3: 193,169 shares; 2025Q4: 192,004 shares; 2026Q1: 190,781 shares; 2026Q2: 207,592 shares 207,592 $7.99M 0.49% +16,811 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 66,557 shares; 2026Q1: 67,135 shares; 2026Q2: 68,670 shares 68,670 $7.89M 0.49% +1,535 Timeline HASI HA SUSTAINABLE INFRA CAP INC More: the full row for HA SUSTAINABLE INFRA CAP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 182,675 shares; 2024Q4: 181,825 shares; 2025Q1: 181,235 shares; 2025Q2: 181,295 shares; 2025Q3: 181,275 shares; 2025Q4: 183,140 shares; 2026Q1: 179,397 shares; 2026Q2: 177,782 shares 177,782 $6.94M 0.43% -1,615 Timeline BIP BROOKFIELD INFRASTRUCTURE PA More: the full row for BROOKFIELD INFRASTRUCTURE PA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 218,891 shares; 2024Q4: 211,127 shares; 2025Q1: 205,992 shares; 2025Q2: 187,080 shares; 2025Q3: 186,980 shares; 2025Q4: 186,980 shares; 2026Q1: 184,055 shares; 2026Q2: 182,083 shares 182,083 $6.64M 0.41% -1,972 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 158 shares; 2025Q2: 1,000 shares; 2025Q3: 7,441 shares; 2025Q4: 7,429 shares; 2026Q1: 7,115 shares; 2026Q2: 7,115 shares 7,115 $5.14M 0.32% 0 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,680 shares; 2024Q4: 7,550 shares; 2025Q1: 6,870 shares; 2025Q2: 7,687 shares; 2025Q3: 7,263 shares; 2025Q4: 6,696 shares; 2026Q1: 6,680 shares; 2026Q2: 6,530 shares 6,530 $4.88M 0.3% -150 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; 2024Q3: 137,905 shares; 2024Q4: 140,035 shares; 2025Q1: 140,168 shares; 2025Q2: 133,405 shares; 2025Q3: 132,158 shares; 2025Q4: 130,920 shares; 2026Q1: 20,420 shares; 2026Q2: 20,170 shares 20,170 $4.76M 0.29% -250 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,282 shares; 2024Q4: 9,282 shares; 2025Q1: 10,967 shares; 2025Q2: 10,967 shares; 2025Q3: 11,093 shares; 2025Q4: 11,234 shares; 2026Q1: 11,419 shares; 2026Q2: 11,419 shares 11,419 $4.21M 0.26% 0 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,106 shares; 2024Q4: 8,806 shares; 2025Q1: 8,706 shares; 2025Q2: 7,906 shares; 2025Q3: 7,811 shares; 2025Q4: 7,409 shares; 2026Q1: 7,159 shares; 2026Q2: 7,159 shares 7,159 $3.65M 0.22% 0 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,870 shares; 2024Q4: 8,820 shares; 2025Q1: 8,340 shares; 2025Q2: 6,390 shares; 2025Q3: 6,391 shares; 2025Q4: 6,020 shares; 2026Q1: 5,974 shares; 2026Q2: 5,974 shares 5,974 $2.93M 0.18% 0 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,324 shares; 2024Q4: 6,700 shares; 2025Q1: 5,900 shares; 2025Q2: 12,326 shares; 2025Q3: 11,322 shares; 2025Q4: 9,972 shares; 2026Q1: 9,647 shares; 2026Q2: 7,872 shares 7,872 $2.91M 0.18% -1,775 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,616 shares; 2024Q4: 5,459 shares; 2025Q1: 5,162 shares; 2025Q2: 5,359 shares; 2025Q3: 5,853 shares; 2025Q4: 5,838 shares; 2026Q1: 5,885 shares; 2026Q2: 5,635 shares 5,635 $2.89M 0.18% -250 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,450 shares; 2024Q4: 6,487 shares; 2025Q1: 6,112 shares; 2025Q2: 7,541 shares; 2025Q3: 8,528 shares; 2025Q4: 8,749 shares; 2026Q1: 8,784 shares; 2026Q2: 8,734 shares 8,734 $2.88M 0.18% -50 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,166 shares; 2024Q4: 2,166 shares; 2025Q1: 2,096 shares; 2025Q2: 2,096 shares; 2025Q3: 2,673 shares; 2025Q4: 2,706 shares; 2026Q1: 3,077 shares; 2026Q2: 3,077 shares 3,077 $2.88M 0.18% 0 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 126,958 shares; 2024Q4: 127,893 shares; 2025Q1: 127,045 shares; 2025Q2: 122,015 shares; 2025Q3: 119,247 shares; 2025Q4: 16,225 shares; 2026Q1: 15,025 shares; 2026Q2: 14,805 shares 14,805 $2.82M 0.17% -220 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,693 shares; 2024Q4: 16,661 shares; 2025Q1: 16,695 shares; 2025Q2: 16,000 shares; 2025Q3: 17,073 shares; 2025Q4: 17,073 shares; 2026Q1: 17,383 shares; 2026Q2: 17,383 shares 17,383 $2.76M 0.17% 0 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 62,100 shares; 2024Q4: 30,000 shares; 2025Q1: 25,000 shares; 2025Q2: 41,577 shares; 2025Q3: 41,000 shares; 2025Q4: 33,000 shares; 2026Q1: 32,000 shares; 2026Q2: 29,629 shares 29,629 $2.53M 0.16% -2,371 Timeline AMAL AMALGAMATED FINANCIAL CORP More: the full row for AMALGAMATED FINANCIAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 51,830 shares; 2024Q4: 50,760 shares; 2025Q1: 50,645 shares; 2025Q2: 49,545 shares; 2025Q3: 49,435 shares; 2025Q4: 49,435 shares; 2026Q1: 48,685 shares; 2026Q2: 47,995 shares 47,995 $2.2M 0.14% -690 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,000 shares; 2024Q4: 11,000 shares; 2025Q1: 10,000 shares; 2025Q2: 8,000 shares; 2025Q3: 8,089 shares; 2025Q4: 8,071 shares; 2026Q1: 9,296 shares; 2026Q2: 9,296 shares 9,296 $1.94M 0.12% 0 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,700 shares; 2024Q4: 1,700 shares; 2025Q1: 1,450 shares; 2025Q2: 1,450 shares; 2025Q3: 1,466 shares; 2025Q4: 1,459 shares; 2026Q1: 1,859 shares; 2026Q2: 1,859 shares 1,859 $1.88M 0.12% 0 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,173 shares; 2024Q4: 4,486 shares; 2025Q1: 4,382 shares; 2025Q2: 3,963 shares; 2025Q3: 4,571 shares; 2025Q4: 4,571 shares; 2026Q1: 5,720 shares; 2026Q2: 5,510 shares 5,510 $1.8M 0.11% -210 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 192,151 shares; 2024Q4: 191,088 shares; 2025Q1: 35,292 shares; 2025Q2: 18,801 shares; 2025Q3: 18,300 shares; 2025Q4: 12,550 shares; 2026Q1: 13,259 shares; 2026Q2: 13,249 shares 13,249 $1.7M 0.1% -10 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,738 shares; 2024Q4: 1,738 shares; 2025Q1: 1,738 shares; 2025Q2: 2,085 shares; 2025Q3: 2,038 shares; 2025Q4: 1,961 shares; 2026Q1: 1,961 shares; 2026Q2: 1,961 shares 1,961 $1.47M 0.09% 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; 2024Q3: 36,330 shares; 2024Q4: 8,120 shares; 2025Q1: 3,895 shares; 2025Q2: 2,775 shares; 2025Q3: 2,761 shares; 2025Q4: 2,781 shares; 2026Q1: 2,833 shares; 2026Q2: 2,743 shares 2,743 $1.24M 0.08% -90 Timeline CNI CANADIAN NATL RY CO More: the full row for CANADIAN NATL RY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,000 shares; 2024Q4: 11,029 shares; 2025Q1: 10,600 shares; 2025Q2: 10,600 shares; 2025Q3: 10,200 shares; 2025Q4: 10,200 shares; 2026Q1: 10,200 shares; 2026Q2: 10,200 shares 10,200 $1.22M 0.07% 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; 2024Q3: not reported; 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 10,000 $1.21M 0.07% 0 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,483 shares; 2024Q4: 2,483 shares; 2025Q1: 1,000 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,807 shares; 2026Q2: 7,146 shares 7,146 $1.17M 0.07% -661 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 802 shares; 2024Q4: 802 shares; 2025Q1: 662 shares; 2025Q2: 662 shares; 2025Q3: 2,864 shares; 2025Q4: 2,759 shares; 2026Q1: 2,759 shares; 2026Q2: 2,759 shares 2,759 $1.16M 0.07% 0 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,350 shares; 2024Q4: 2,350 shares; 2025Q1: 2,800 shares; 2025Q2: 1,750 shares; 2025Q3: 1,750 shares; 2025Q4: 1,750 shares; 2026Q1: 1,750 shares; 2026Q2: 1,750 shares 1,750 $1.12M 0.07% 0 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,005 shares; 2024Q4: 7,005 shares; 2025Q1: 7,360 shares; 2025Q2: 7,147 shares; 2025Q3: 7,471 shares; 2025Q4: 5,857 shares; 2026Q1: 6,887 shares; 2026Q2: 7,288 shares 7,288 $1.07M 0.07% +401 Timeline ONT ONTERRIS INC More: the full row for ONTERRIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 210,765 shares; 2024Q4: 209,865 shares; 2025Q1: 194,797 shares; 2025Q2: 164,402 shares; 2025Q3: 166,062 shares; 2025Q4: 427,549 shares; 2026Q1: 436,494 shares; 2026Q2: 51,172 shares 51,172 $1.03M 0.06% -385,322 Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,284 shares; 2024Q4: 14,310 shares; 2025Q1: 12,810 shares; 2025Q2: 11,810 shares; 2025Q3: 11,909 shares; 2025Q4: 12,301 shares; 2026Q1: 10,801 shares; 2026Q2: 10,801 shares 10,801 $991K 0.06% 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; 2024Q3: 870 shares; 2024Q4: 881 shares; 2025Q1: 881 shares; 2025Q2: 881 shares; 2025Q3: 966 shares; 2025Q4: 891 shares; 2026Q1: 849 shares; 2026Q2: 799 shares 799 $958K 0.06% -50 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,136 shares; 2024Q4: 6,732 shares; 2025Q1: 6,912 shares; 2025Q2: 6,892 shares; 2025Q3: 6,806 shares; 2025Q4: 6,806 shares; 2026Q1: 6,972 shares; 2026Q2: 6,336 shares 6,336 $929K 0.06% -636 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,772 shares; 2024Q4: 2,772 shares; 2025Q1: 2,712 shares; 2025Q2: 3,272 shares; 2025Q3: 3,456 shares; 2025Q4: 3,278 shares; 2026Q1: 4,066 shares; 2026Q2: 3,666 shares 3,666 $923K 0.06% -400 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 901 shares; 2024Q4: 901 shares; 2025Q1: 1,441 shares; 2025Q2: 2,441 shares; 2025Q3: 3,588 shares; 2025Q4: 7,176 shares; 2026Q1: 4,552 shares; 2026Q2: 4,552 shares 4,552 $867K 0.05% 0 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,486 shares; 2025Q4: 2,060 shares; 2026Q1: 3,396 shares; 2026Q2: 3,396 shares 3,396 $857K 0.05% 0 Timeline MKL MARKEL GROUP INC More: the full row for MARKEL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 500 shares; 2024Q4: 500 shares; 2025Q1: 400 shares; 2025Q2: 400 shares; 2025Q3: 425 shares; 2025Q4: 425 shares; 2026Q1: 429 shares; 2026Q2: 429 shares 429 $838K 0.05% 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; 2024Q3: 2,450 shares; 2024Q4: 2,450 shares; 2025Q1: 2,450 shares; 2025Q2: 2,450 shares; 2025Q3: 2,450 shares; 2025Q4: 2,450 shares; 2026Q1: 2,216 shares; 2026Q2: 9,500 shares 9,500 $835K 0.05% +7,284 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,231 shares; 2024Q4: 1,266 shares; 2025Q1: 1,266 shares; 2025Q2: 1,266 shares; 2025Q3: 1,231 shares; 2025Q4: 1,231 shares; 2026Q1: 1,895 shares; 2026Q2: 1,745 shares 1,745 $833K 0.05% -150 Timeline AVB AVALONBAY CMNTYS INC More: the full row for AVALONBAY CMNTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 70,845 shares; 2024Q4: 70,330 shares; 2025Q1: 69,655 shares; 2025Q2: 68,652 shares; 2025Q3: 6,010 shares; 2025Q4: 5,320 shares; 2026Q1: 4,470 shares; 2026Q2: 4,205 shares 4,205 $793K 0.05% -265 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,950 shares; 2024Q4: 1,950 shares; 2025Q1: 4,744 shares; 2025Q2: 4,606 shares; 2025Q3: 4,681 shares; 2025Q4: 4,625 shares; 2026Q1: 6,793 shares; 2026Q2: 6,793 shares 6,793 $769K 0.05% 0 Timeline BN BROOKFIELD CORP More: the full row for BROOKFIELD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,248 shares; 2024Q4: 25,249 shares; 2025Q1: 20,000 shares; 2025Q2: 18,000 shares; 2025Q3: 16,000 shares; 2025Q4: 21,000 shares; 2026Q1: 18,000 shares; 2026Q2: 18,000 shares 18,000 $767K 0.05% 0 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,554 shares; 2024Q4: 26,554 shares; 2025Q1: 24,663 shares; 2025Q2: 7,954 shares; 2025Q3: 8,808 shares; 2025Q4: 7,187 shares; 2026Q1: 8,107 shares; 2026Q2: 8,107 shares 8,107 $712K 0.04% 0 Timeline HLIO HELIOS TECHNOLOGIES INC More: the full row for HELIOS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 400 shares; 2024Q4: 400 shares; 2025Q1: 400 shares; 2025Q2: 400 shares; 2025Q3: 8,146 shares; 2025Q4: 7,901 shares; 2026Q1: 7,901 shares; 2026Q2: 7,901 shares 7,901 $705K 0.04% 0 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,254 shares; 2024Q4: 1,254 shares; 2025Q1: 1,254 shares; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares; 2026Q1: 1,250 shares; 2026Q2: 950 shares 950 $668K 0.04% -300 Timeline CF CF INDUSTRIES HOLD More: the full row for CF INDUSTRIES HOLD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,000 shares; 2024Q4: 9,000 shares; 2025Q1: 8,000 shares; 2025Q2: 7,000 shares; 2025Q3: 6,000 shares; 2025Q4: 6,000 shares; 2026Q1: 6,000 shares; 2026Q2: 6,000 shares 6,000 $650K 0.04% 0 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,256 shares; 2024Q4: 3,256 shares; 2025Q1: 3,433 shares; 2025Q2: 4,687 shares; 2025Q3: 8,175 shares; 2025Q4: 5,275 shares; 2026Q1: 5,415 shares; 2026Q2: 5,415 shares 5,415 $636K 0.04% 0 Timeline OC OWENS CORNING NEW More: the full row for OWENS CORNING NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,500 shares; 2024Q4: 5,500 shares; 2025Q1: 4,500 shares; 2025Q2: 4,000 shares; 2025Q3: 4,000 shares; 2025Q4: 4,000 shares; 2026Q1: 4,000 shares; 2026Q2: 4,000 shares 4,000 $636K 0.04% 0 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,459 shares; 2024Q4: 1,464 shares; 2025Q1: 1,376 shares; 2025Q2: 1,307 shares; 2025Q3: 1,473 shares; 2025Q4: 1,464 shares; 2026Q1: 1,772 shares; 2026Q2: 1,744 shares 1,744 $615K 0.04% -28 Timeline DHI D R HORTON INC More: the full row for D R HORTON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,000 shares; 2024Q4: 11,000 shares; 2025Q1: 8,750 shares; 2025Q2: 6,750 shares; 2025Q3: 6,750 shares; 2025Q4: 3,750 shares; 2026Q1: 3,750 shares; 2026Q2: 3,750 shares 3,750 $611K 0.04% 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 504 shares; 2025Q4: 800 shares; 2026Q1: 800 shares; 2026Q2: 800 shares 800 $611K 0.04% 0 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,500 shares; 2024Q4: 1,719 shares; 2025Q1: 6,624 shares; 2025Q2: 6,098 shares; 2025Q3: 10,305 shares; 2025Q4: 10,148 shares; 2026Q1: 11,203 shares; 2026Q2: 10,603 shares 10,603 $604K 0.04% -600 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,200 shares; 2024Q4: 3,200 shares; 2025Q1: 3,217 shares; 2025Q2: 3,200 shares; 2025Q3: 3,208 shares; 2025Q4: 3,200 shares; 2026Q1: 3,200 shares; 2026Q2: 3,400 shares 3,400 $550K 0.03% +200 Timeline MGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,234 shares; 2024Q4: 3,234 shares; 2025Q1: 3,234 shares; 2025Q2: 3,234 shares; 2025Q3: 3,234 shares; 2025Q4: 3,234 shares; 2026Q1: 3,234 shares; 2026Q2: 3,234 shares 3,234 $529K 0.03% 0 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,069 shares; 2024Q4: 1,457 shares; 2025Q1: 1,069 shares; 2025Q2: 1,069 shares; 2025Q3: 1,169 shares; 2025Q4: 2,834 shares; 2026Q1: 4,680 shares; 2026Q2: 4,847 shares 4,847 $504K 0.03% +167 Timeline AKR ACADIA RLTY TR More: the full row for ACADIA RLTY TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 34,000 shares; 2025Q2: 31,000 shares; 2025Q3: 24,000 shares; 2025Q4: 24,000 shares; 2026Q1: 24,000 shares; 2026Q2: 24,000 shares 24,000 $502K 0.03% 0 Timeline WAT WATERS CORP More: the full row for WATERS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,335 shares; 2024Q4: 1,335 shares; 2025Q1: 1,245 shares; 2025Q2: 1,245 shares; 2025Q3: 1,445 shares; 2025Q4: 1,300 shares; 2026Q1: 1,330 shares; 2026Q2: 1,330 shares 1,330 $499K 0.03% 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; 2024Q3: 273 shares; 2024Q4: 173 shares; 2025Q1: 787 shares; 2025Q2: 725 shares; 2025Q3: 795 shares; 2025Q4: 642 shares; 2026Q1: 727 shares; 2026Q2: 647 shares 647 $476K 0.03% -80 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 349 shares; 2024Q4: 349 shares; 2025Q1: 349 shares; 2025Q2: 349 shares; 2025Q3: 511 shares; 2025Q4: 449 shares; 2026Q1: 419 shares; 2026Q2: 419 shares 419 $475K 0.03% 0 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 348,391 shares; 2024Q4: 354,126 shares; 2025Q1: 212,075 shares; 2025Q2: 205,250 shares; 2025Q3: 212,823 shares; 2025Q4: 219,262 shares; 2026Q1: 8,142 shares; 2026Q2: 8,142 shares 8,142 $471K 0.03% 0 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,523 shares; 2024Q4: 5,573 shares; 2025Q1: 6,741 shares; 2025Q2: 6,273 shares; 2025Q3: 7,475 shares; 2025Q4: 5,739 shares; 2026Q1: 5,763 shares; 2026Q2: 5,181 shares 5,181 $470K 0.03% -582 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 75,863 shares; 2024Q4: 76,261 shares; 2025Q1: 7,516 shares; 2025Q2: 4,675 shares; 2025Q3: 2,914 shares; 2025Q4: 2,865 shares; 2026Q1: 2,695 shares; 2026Q2: 2,855 shares 2,855 $467K 0.03% +160 Timeline VRSK VERISK ANALYTICS INC More: the full row for VERISK ANALYTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,991 shares; 2024Q4: 1,991 shares; 2025Q1: 1,991 shares; 2025Q2: 1,991 shares; 2025Q3: 2,593 shares; 2025Q4: 2,591 shares; 2026Q1: 2,600 shares; 2026Q2: 2,600 shares 2,600 $467K 0.03% 0 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 955 shares; 2024Q4: 955 shares; 2025Q1: 1,004 shares; 2025Q2: 1,781 shares; 2025Q3: 1,879 shares; 2025Q4: 1,870 shares; 2026Q1: 2,050 shares; 2026Q2: 1,700 shares 1,700 $462K 0.03% -350 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; 2024Q3: 13,000 shares; 2024Q4: 13,000 shares; 2025Q1: 8,775 shares; 2025Q2: 8,775 shares; 2025Q3: 8,807 shares; 2025Q4: 8,775 shares; 2026Q1: 10,070 shares; 2026Q2: 8,775 shares 8,775 $437K 0.03% -1,295 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,110 shares; 2024Q4: 14,324 shares; 2025Q1: 14,062 shares; 2025Q2: 4,577 shares; 2025Q3: 128 shares; 2025Q4: 176 shares; 2026Q1: 214 shares; 2026Q2: 214 shares 214 $426K 0.03% 0 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,683 shares; 2024Q4: 1,683 shares; 2025Q1: 1,932 shares; 2025Q2: 1,483 shares; 2025Q3: 1,952 shares; 2025Q4: 1,941 shares; 2026Q1: 1,862 shares; 2026Q2: 1,852 shares 1,852 $415K 0.03% -10 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,655 shares; 2024Q4: 1,655 shares; 2025Q1: 1,655 shares; 2025Q2: 5,414 shares; 2025Q3: 5,414 shares; 2025Q4: 5,562 shares; 2026Q1: 5,562 shares; 2026Q2: 5,362 shares 5,362 $413K 0.03% -200 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,247 shares; 2024Q4: 1,247 shares; 2025Q1: 2,820 shares; 2025Q2: 3,147 shares; 2025Q3: 2,027 shares; 2025Q4: 1,512 shares; 2026Q1: 2,480 shares; 2026Q2: 2,824 shares 2,824 $386K 0.02% +344 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 500 shares; 2025Q4: 685 shares; 2026Q1: 685 shares; 2026Q2: 685 shares 685 $384K 0.02% 0 Timeline VFH VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,900 shares; 2026Q2: 2,900 shares 2,900 $382K 0.02% 0 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 137 shares; 2024Q4: 137 shares; 2025Q1: not reported; 2025Q2: 1,451 shares; 2025Q3: 1,456 shares; 2025Q4: 1,451 shares; 2026Q1: 1,451 shares; 2026Q2: 1,451 shares 1,451 $378K 0.02% 0 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 78 shares; 2024Q4: 2,714 shares; 2025Q1: 2,714 shares; 2025Q2: 2,714 shares; 2025Q3: 2,936 shares; 2025Q4: 2,318 shares; 2026Q1: 2,244 shares; 2026Q2: 2,244 shares 2,244 $374K 0.02% 0 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 47,845 shares; 2024Q4: 48,208 shares; 2025Q1: 37,843 shares; 2025Q2: 19,209 shares; 2025Q3: 18,991 shares; 2025Q4: 13,403 shares; 2026Q1: 1,820 shares; 2026Q2: 1,800 shares 1,800 $369K 0.02% -20 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,044 shares; 2024Q4: 3,077 shares; 2025Q1: 2,974 shares; 2025Q2: 3,277 shares; 2025Q3: 3,191 shares; 2025Q4: 2,387 shares; 2026Q1: 2,368 shares; 2026Q2: 2,593 shares 2,593 $351K 0.02% +225 Timeline SJM SMUCKER J M CO More: the full row for SMUCKER J M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,000 shares; 2024Q4: 3,000 shares; 2025Q1: 3,000 shares; 2025Q2: 3,000 shares; 2025Q3: 3,000 shares; 2025Q4: 3,000 shares; 2026Q1: 3,000 shares; 2026Q2: 3,000 shares 3,000 $338K 0.02% 0 Timeline VDC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,545 shares; 2024Q4: 1,475 shares; 2025Q1: 1,775 shares; 2025Q2: 1,775 shares; 2025Q3: 1,775 shares; 2025Q4: 1,775 shares; 2026Q1: 1,425 shares; 2026Q2: 1,425 shares 1,425 $321K 0.02% 0 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 467 shares; 2024Q4: 467 shares; 2025Q1: 521 shares; 2025Q2: 421 shares; 2025Q3: 379 shares; 2025Q4: 375 shares; 2026Q1: 300 shares; 2026Q2: 300 shares 300 $319K 0.02% 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,614 shares; 2025Q4: 1,874 shares; 2026Q1: 3,212 shares; 2026Q2: 3,212 shares 3,212 $310K 0.02% 0 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 555 shares; 2024Q4: 721 shares; 2025Q1: 721 shares; 2025Q2: 721 shares; 2025Q3: 809 shares; 2025Q4: 809 shares; 2026Q1: 773 shares; 2026Q2: 773 shares 773 $307K 0.02% 0 Timeline HII HUNTINGTON INGALLS INDS INC More: the full row for HUNTINGTON INGALLS INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,096 shares; 2024Q4: 1,096 shares; 2025Q1: 1,096 shares; 2025Q2: 1,096 shares; 2025Q3: 1,096 shares; 2025Q4: 1,096 shares; 2026Q1: 1,096 shares; 2026Q2: 1,096 shares 1,096 $307K 0.02% 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,750 shares; 2025Q4: 3,750 shares; 2026Q1: 4,000 shares; 2026Q2: 4,000 shares 4,000 $302K 0.02% 0 Timeline LEN LENNAR CORP More: the full row for LENNAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,000 shares; 2024Q4: 9,315 shares; 2025Q1: 8,000 shares; 2025Q2: 6,500 shares; 2025Q3: 6,633 shares; 2025Q4: 3,300 shares; 2026Q1: 3,300 shares; 2026Q2: 3,300 shares 3,300 $299K 0.02% 0 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 159 shares; 2025Q1: 459 shares; 2025Q2: 459 shares; 2025Q3: 504 shares; 2025Q4: 406 shares; 2026Q1: 497 shares; 2026Q2: 530 shares 530 $299K 0.02% +33 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,500 shares; 2024Q4: 1,538 shares; 2025Q1: 1,500 shares; 2025Q2: 1,233 shares; 2025Q3: 1,590 shares; 2025Q4: 1,367 shares; 2026Q1: 1,500 shares; 2026Q2: 1,900 shares 1,900 $298K 0.02% +400 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,700 shares; 2024Q4: 1,700 shares; 2025Q1: 1,300 shares; 2025Q2: 1,050 shares; 2025Q3: 800 shares; 2025Q4: 800 shares; 2026Q1: 956 shares; 2026Q2: 956 shares 956 $287K 0.02% 0 Timeline NI NISOURCE INC More: the full row for NISOURCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,000 shares; 2024Q4: 4,000 shares; 2025Q1: 4,000 shares; 2025Q2: 4,000 shares; 2025Q3: 4,000 shares; 2025Q4: 4,000 shares; 2026Q1: 6,000 shares; 2026Q2: 6,000 shares 6,000 $285K 0.02% 0 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,366 shares; 2024Q4: 5,285 shares; 2025Q1: 4,526 shares; 2025Q2: 3,950 shares; 2025Q3: 3,850 shares; 2025Q4: 3,850 shares; 2026Q1: 3,850 shares; 2026Q2: 2,950 shares 2,950 $284K 0.02% -900 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 656 shares; 2024Q4: 656 shares; 2025Q1: 656 shares; 2025Q2: 656 shares; 2025Q3: 656 shares; 2025Q4: 656 shares; 2026Q1: 1,056 shares; 2026Q2: 856 shares 856 $269K 0.02% -200 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 300 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,508 shares; 2025Q4: 1,500 shares; 2026Q1: 1,500 shares; 2026Q2: 1,200 shares 1,200 $267K 0.02% -300 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 633 shares; 2024Q4: 633 shares; 2025Q1: 633 shares; 2025Q2: 633 shares; 2025Q3: 3,306 shares; 2025Q4: 2,698 shares; 2026Q1: 2,999 shares; 2026Q2: 2,264 shares 2,264 $266K 0.02% -735 Timeline KRNT KORNIT DIGITAL LTD More: the full row for KORNIT DIGITAL LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 37,635 shares; 2024Q4: 36,085 shares; 2025Q1: 30,085 shares; 2025Q2: 29,827 shares; 2025Q3: 26,485 shares; 2025Q4: 19,819 shares; 2026Q1: 17,525 shares; 2026Q2: 16,305 shares 16,305 $265K 0.02% -1,220 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,766 shares; 2025Q4: 2,490 shares; 2026Q1: 2,490 shares; 2026Q2: 2,490 shares 2,490 $258K 0.02% 0 Timeline NVCT NUVECTIS PHARMA INC More: the full row for NUVECTIS PHARMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,000 shares; 2025Q4: 14,000 shares; 2026Q1: 14,000 shares; 2026Q2: 14,000 shares 14,000 $257K 0.02% 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; 2024Q3: 426 shares; 2024Q4: 426 shares; 2025Q1: 478 shares; 2025Q2: 426 shares; 2025Q3: 436 shares; 2025Q4: 432 shares; 2026Q1: 753 shares; 2026Q2: 753 shares 753 $257K 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; 2024Q3: 900 shares; 2024Q4: 905 shares; 2025Q1: 905 shares; 2025Q2: 900 shares; 2025Q3: 977 shares; 2025Q4: 974 shares; 2026Q1: 900 shares; 2026Q2: 900 shares 900 $251K 0.02% 0 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 400 shares; 2024Q4: 400 shares; 2025Q1: 200 shares; 2025Q2: 200 shares; 2025Q3: 202 shares; 2025Q4: 200 shares; 2026Q1: 550 shares; 2026Q2: 350 shares 350 $250K 0.02% -200 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 770 shares; 2025Q2: 770 shares; 2025Q3: 3,045 shares; 2025Q4: 3,000 shares; 2026Q1: 3,000 shares; 2026Q2: 3,000 shares 3,000 $248K 0.02% 0 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,550 shares; 2024Q4: 4,050 shares; 2025Q1: 4,050 shares; 2025Q2: 6,350 shares; 2025Q3: 6,350 shares; 2025Q4: 2,550 shares; 2026Q1: 2,550 shares; 2026Q2: 2,550 shares 2,550 $246K 0.02% 0 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 726 shares; 2024Q4: 726 shares; 2025Q1: 3,424 shares; 2025Q2: 2,490 shares; 2025Q3: 3,337 shares; 2025Q4: 3,373 shares; 2026Q1: 1,609 shares; 2026Q2: 1,812 shares 1,812 $245K 0.02% +203 Timeline MTD METTLER TOLEDO INTERNATIONAL More: the full row for METTLER TOLEDO INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 144 shares; 2025Q4: 144 shares; 2026Q1: 192 shares; 2026Q2: 192 shares 192 $245K 0.02% 0 Timeline KEYS KEYSIGHT TECHNOLOGIES INC More: the full row for KEYSIGHT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 700 shares; 2024Q4: 700 shares; 2025Q1: 700 shares; 2025Q2: 700 shares; 2025Q3: 709 shares; 2025Q4: 700 shares; 2026Q1: 700 shares; 2026Q2: 700 shares 700 $245K 0.02% 0 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,192 shares; 2025Q3: 2,192 shares; 2025Q4: 1,500 shares; 2026Q1: 1,500 shares; 2026Q2: 1,000 shares 1,000 $242K 0.01% -500 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 275 shares; 2025Q2: 1,724 shares; 2025Q3: 2,547 shares; 2025Q4: 1,622 shares; 2026Q1: 2,022 shares; 2026Q2: 2,022 shares 2,022 $221K 0.01% 0 Timeline REG REGENCY CTRS CORP More: the full row for REGENCY CTRS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,000 shares; 2025Q4: 3,071 shares; 2026Q1: 2,706 shares; 2026Q2: 2,706 shares 2,706 $216K 0.01% 0 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,759 shares; 2024Q4: 2,926 shares; 2025Q1: 2,599 shares; 2025Q2: 2,781 shares; 2025Q3: 1,841 shares; 2025Q4: 1,781 shares; 2026Q1: 2,561 shares; 2026Q2: 2,561 shares 2,561 $208K 0.01% 0 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 750 shares; 2025Q2: 750 shares; 2025Q3: 1,070 shares; 2025Q4: 531 shares; 2026Q1: 1,094 shares; 2026Q2: 1,094 shares 1,094 $208K 0.01% 0 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 383 shares; 2024Q4: 748 shares; 2025Q1: 943 shares; 2025Q2: 858 shares; 2025Q3: 1,202 shares; 2025Q4: 485 shares; 2026Q1: 1,285 shares; 2026Q2: 1,218 shares 1,218 $202K 0.01% -67 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 422 shares; 2024Q4: 339 shares; 2025Q1: 252 shares; 2025Q2: 252 shares; 2025Q3: 878 shares; 2025Q4: 846 shares; 2026Q1: 788 shares; 2026Q2: 485 shares 485 $198K 0.01% -303 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 722 shares; 2024Q4: 722 shares; 2025Q1: 1,722 shares; 2025Q2: 1,722 shares; 2025Q3: 1,731 shares; 2025Q4: 1,432 shares; 2026Q1: 1,432 shares; 2026Q2: 1,432 shares 1,432 $196K 0.01% 0 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,856 shares; 2024Q4: 1,884 shares; 2025Q1: 1,769 shares; 2025Q2: 2,637 shares; 2025Q3: 2,690 shares; 2025Q4: 2,595 shares; 2026Q1: 2,043 shares; 2026Q2: 1,243 shares 1,243 $195K 0.01% -800 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,600 shares; 2024Q4: 1,300 shares; 2025Q1: 1,300 shares; 2025Q2: 1,300 shares; 2025Q3: 1,305 shares; 2025Q4: 1,300 shares; 2026Q1: 1,300 shares; 2026Q2: 1,300 shares 1,300 $186K 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; 2024Q3: 2,717 shares; 2024Q4: 2,637 shares; 2025Q1: 2,457 shares; 2025Q2: 1,790 shares; 2025Q3: 1,100 shares; 2025Q4: 1,100 shares; 2026Q1: 1,010 shares; 2026Q2: 610 shares 610 $185K 0.01% -400 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 829 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,103 shares; 2025Q3: 1,103 shares; 2025Q4: 65 shares; 2026Q1: 1,030 shares; 2026Q2: 1,241 shares 1,241 $184K 0.01% +211 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,040 shares; 2024Q4: 1,040 shares; 2025Q1: 640 shares; 2025Q2: 640 shares; 2025Q3: 642 shares; 2025Q4: 640 shares; 2026Q1: 640 shares; 2026Q2: 640 shares 640 $181K 0.01% 0 Timeline IREN IREN LIMITED More: the full row for IREN LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,450 shares; 2025Q4: 3,950 shares; 2026Q1: 3,950 shares; 2026Q2: 3,950 shares 3,950 $181K 0.01% 0 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 100 shares; 2024Q4: 141 shares; 2025Q1: 128 shares; 2025Q2: 1,920 shares; 2025Q3: 1,932 shares; 2025Q4: 1,920 shares; 2026Q1: 1,920 shares; 2026Q2: 1,920 shares 1,920 $177K 0.01% 0 Timeline VTR VENTAS INC More: the full row for VENTAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,800 shares; 2025Q2: not reported; 2025Q3: 1,809 shares; 2025Q4: 1,800 shares; 2026Q1: 1,800 shares; 2026Q2: 1,970 shares 1,970 $175K 0.01% +170 Timeline GNR 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,575 shares; 2026Q2: 2,575 shares 2,575 $173K 0.01% 0 Timeline MPWR MONOLITHIC PWR SYS INC More: the full row for MONOLITHIC PWR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 127 shares; 2025Q4: 125 shares; 2026Q1: 125 shares; 2026Q2: 125 shares 125 $173K 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; 2024Q3: 1,973 shares; 2024Q4: 1,973 shares; 2025Q1: 1,348 shares; 2025Q2: 1,315 shares; 2025Q3: 849 shares; 2025Q4: 825 shares; 2026Q1: 1,245 shares; 2026Q2: 1,316 shares 1,316 $172K 0.01% +71 Timeline ICSH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 927 shares; 2024Q4: 927 shares; 2025Q1: 2,927 shares; 2025Q2: 4,097 shares; 2025Q3: 4,097 shares; 2025Q4: 3,397 shares; 2026Q1: 3,397 shares; 2026Q2: 3,397 shares 3,397 $172K 0.01% 0 Timeline AMJB JPMORGAN CHASE FINL CO LLC More: the full row for JPMORGAN CHASE FINL CO LLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,945 shares; 2025Q4: 4,945 shares; 2026Q1: 4,945 shares; 2026Q2: 4,945 shares 4,945 $171K 0.01% 0 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,160 shares; 2024Q4: 2,160 shares; 2025Q1: 4,160 shares; 2025Q2: 4,160 shares; 2025Q3: 4,160 shares; 2025Q4: 3,580 shares; 2026Q1: 3,580 shares; 2026Q2: 3,580 shares 3,580 $170K 0.01% 0 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,550 shares; 2025Q2: 2,550 shares; 2025Q3: 2,909 shares; 2025Q4: 3,179 shares; 2026Q1: 3,179 shares; 2026Q2: 3,179 shares 3,179 $170K 0.01% 0 Timeline JBL JABIL INC More: the full row for JABIL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 636 shares; 2024Q4: 586 shares; 2025Q1: 586 shares; 2025Q2: 586 shares; 2025Q3: 586 shares; 2025Q4: 436 shares; 2026Q1: 436 shares; 2026Q2: 436 shares 436 $168K 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,400 shares 1,400 $164K 0.01% new Timeline ZS ZSCALER INC More: the full row for ZSCALER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,200 shares; 2025Q4: 1,340 shares; 2026Q1: 1,340 shares; 2026Q2: 1,130 shares 1,130 $160K 0.01% -210 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 50 shares; 2024Q4: 82 shares; 2025Q1: 82 shares; 2025Q2: 1,332 shares; 2025Q3: 1,288 shares; 2025Q4: 1,275 shares; 2026Q1: 1,275 shares; 2026Q2: 1,275 shares 1,275 $157K 0.01% 0 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,115 shares; 2024Q4: 985 shares; 2025Q1: 985 shares; 2025Q2: 985 shares; 2025Q3: 985 shares; 2025Q4: 985 shares; 2026Q1: 985 shares; 2026Q2: 985 shares 985 $151K 0.01% 0 Timeline MCB METROPOLITAN BK HLDG CORP More: the full row for METROPOLITAN BK HLDG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,500 shares; 2025Q2: 1,500 shares; 2025Q3: 1,500 shares; 2025Q4: 1,500 shares; 2026Q1: 1,500 shares; 2026Q2: 1,500 shares 1,500 $148K 0.01% 0 Timeline AZN ASTRAZENECA PLC More: the full row for ASTRAZENECA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 774 shares; 2026Q2: 774 shares 774 $147K 0.01% 0 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,000 shares; 2025Q3: 6,980 shares; 2025Q4: 2,480 shares; 2026Q1: 1,956 shares; 2026Q2: 2,706 shares 2,706 $145K 0.01% +750 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares; 2025Q3: 2,000 shares; 2025Q4: 1,710 shares; 2026Q1: 1,710 shares; 2026Q2: 1,710 shares 1,710 $145K 0.01% 0 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,140 shares; 2025Q3: 1,258 shares; 2025Q4: 1,158 shares; 2026Q1: 1,140 shares; 2026Q2: 1,140 shares 1,140 $144K 0.01% 0 Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 417 shares; 2024Q4: 417 shares; 2025Q1: 885 shares; 2025Q2: 417 shares; 2025Q3: 885 shares; 2025Q4: 800 shares; 2026Q1: 800 shares; 2026Q2: 800 shares 800 $144K 0.01% 0 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,827 shares; 2024Q4: 4,827 shares; 2025Q1: 3,800 shares; 2025Q2: 9,800 shares; 2025Q3: 9,800 shares; 2025Q4: 8,800 shares; 2026Q1: 4,100 shares; 2026Q2: 3,900 shares 3,900 $143K 0.01% -200 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 340 shares; 2024Q4: 340 shares; 2025Q1: 1,887 shares; 2025Q2: 1,840 shares; 2025Q3: 1,846 shares; 2025Q4: 1,630 shares; 2026Q1: 2,080 shares; 2026Q2: 2,080 shares 2,080 $142K 0.01% 0 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 76 shares; 2024Q4: 133 shares; 2025Q1: 9,879 shares; 2025Q2: 9,814 shares; 2025Q3: 22,393 shares; 2025Q4: 109,935 shares; 2026Q1: 1,426 shares; 2026Q2: 1,426 shares 1,426 $142K 0.01% 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; 2024Q3: not reported; 2024Q4: 410 shares; 2025Q1: 816 shares; 2025Q2: not reported; 2025Q3: 90 shares; 2025Q4: 90 shares; 2026Q1: not reported; 2026Q2: 1,000 shares 1,000 $140K 0.01% new Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,860 shares; 2024Q4: 2,260 shares; 2025Q1: 2,384 shares; 2025Q2: 1,560 shares; 2025Q3: 1,369 shares; 2025Q4: 1,360 shares; 2026Q1: 1,300 shares; 2026Q2: 1,350 shares 1,350 $138K 0.01% +50 Timeline VPU VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,457 shares; 2025Q2: 1,457 shares; 2025Q3: 1,457 shares; 2025Q4: 1,457 shares; 2026Q1: 700 shares; 2026Q2: 700 shares 700 $137K 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; 2024Q3: 213 shares; 2024Q4: 213 shares; 2025Q1: 213 shares; 2025Q2: 213 shares; 2025Q3: 213 shares; 2025Q4: 156 shares; 2026Q1: 145 shares; 2026Q2: 1,120 shares 1,120 $134K 0.01% +975 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 900 shares; 2024Q4: 835 shares; 2025Q1: 500 shares; 2025Q2: 500 shares; 2025Q3: 506 shares; 2025Q4: 500 shares; 2026Q1: 711 shares; 2026Q2: 600 shares 600 $134K 0.01% -111 Timeline OSCR OSCAR HEALTH INC More: the full row for OSCAR HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,633 shares; 2024Q4: 4,633 shares; 2025Q1: 4,633 shares; 2025Q2: 4,633 shares; 2025Q3: 4,633 shares; 2025Q4: 4,633 shares; 2026Q1: 4,633 shares; 2026Q2: 4,633 shares 4,633 $132K 0.01% 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; 2024Q3: 952 shares; 2024Q4: 937 shares; 2025Q1: 924 shares; 2025Q2: 815 shares; 2025Q3: 819 shares; 2025Q4: 707 shares; 2026Q1: 1,172 shares; 2026Q2: 488 shares 488 $132K 0.01% -684 Timeline LKQ LKQ CORP More: the full row for LKQ CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,500 shares; 2024Q4: 30,500 shares; 2025Q1: 26,500 shares; 2025Q2: 6,500 shares; 2025Q3: 6,500 shares; 2025Q4: 5,000 shares; 2026Q1: 5,000 shares; 2026Q2: 5,000 shares 5,000 $132K 0.01% 0 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 200 shares; 2025Q2: not reported; 2025Q3: 830 shares; 2025Q4: 630 shares; 2026Q1: 400 shares; 2026Q2: 200 shares 200 $131K 0.01% -200 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,398 shares; 2024Q4: 8,398 shares; 2025Q1: 8,398 shares; 2025Q2: 7,898 shares; 2025Q3: 7,914 shares; 2025Q4: 6,073 shares; 2026Q1: 6,275 shares; 2026Q2: 3,675 shares 3,675 $128K 0.01% -2,600 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,054 shares; 2024Q4: 1,054 shares; 2025Q1: 1,220 shares; 2025Q2: 954 shares; 2025Q3: 974 shares; 2025Q4: 974 shares; 2026Q1: 854 shares; 2026Q2: 454 shares 454 $128K 0.01% -400 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,000 shares; 2024Q4: 2,000 shares; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares; 2026Q1: 1,596 shares; 2026Q2: 1,150 shares 1,150 $127K 0.01% -446 Timeline SPCX SPACE EXPLORATION TECHN CORP More: the full row for SPACE EXPLORATION TECHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 725 shares 725 $124K 0.01% new 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,310 shares; 2025Q4: 3,310 shares; 2026Q1: 2,670 shares; 2026Q2: 2,670 shares 2,670 $122K 0.01% 0 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 800 shares; 2024Q4: 800 shares; 2025Q1: 1,800 shares; 2025Q2: 1,800 shares; 2025Q3: 1,808 shares; 2025Q4: 1,509 shares; 2026Q1: 1,509 shares; 2026Q2: 1,509 shares 1,509 $121K 0.01% 0 Timeline TRMB TRIMBLE INC More: the full row for TRIMBLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,540 shares; 2024Q4: 2,540 shares; 2025Q1: 2,494 shares; 2025Q2: 2,364 shares; 2025Q3: 2,317 shares; 2025Q4: 2,317 shares; 2026Q1: 2,317 shares; 2026Q2: 2,317 shares 2,317 $119K 0.01% 0 Timeline KNSL KINSALE CAP GROUP INC More: the full row for KINSALE CAP GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 7 shares; 2025Q1: 7 shares; 2025Q2: 7 shares; 2025Q3: 200 shares; 2025Q4: 350 shares; 2026Q1: 350 shares; 2026Q2: 350 shares 350 $115K 0.01% 0 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 831 shares; 2024Q4: 831 shares; 2025Q1: 531 shares; 2025Q2: 517 shares; 2025Q3: 521 shares; 2025Q4: 192 shares; 2026Q1: 417 shares; 2026Q2: 417 shares 417 $115K 0.01% 0 Timeline MOAT VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,200 shares; 2026Q2: 1,100 shares 1,100 $114K 0.01% -100 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,000 shares; 2026Q1: 1,000 shares; 2026Q2: 1,000 shares 1,000 $114K 0.01% 0 Timeline HUBS HUBSPOT INC More: the full row for HUBSPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 600 shares; 2025Q4: 640 shares; 2026Q1: 640 shares; 2026Q2: 600 shares 600 $110K 0.01% -40 Timeline PIPR PIPER SANDLER COMPANIES More: the full row for PIPER SANDLER COMPANIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,500 shares; 2026Q2: 1,500 shares 1,500 $109K 0.01% 0 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 65 shares; 2024Q4: 458 shares; 2025Q1: 496 shares; 2025Q2: 458 shares; 2025Q3: 673 shares; 2025Q4: 574 shares; 2026Q1: 165 shares; 2026Q2: 278 shares 278 $104K 0.01% +113 Timeline XSOE WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,107 shares; 2026Q2: 2,107 shares 2,107 $104K 0.01% 0 Timeline RY ROYAL BK CDA More: the full row for ROYAL BK CDA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 500 shares; 2025Q3: 500 shares; 2025Q4: 500 shares; 2026Q1: 500 shares; 2026Q2: 500 shares 500 $103K 0.01% 0 Timeline CRWV COREWEAVE INC More: the full row for COREWEAVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,534 shares; 2025Q3: 1,534 shares; 2025Q4: 1,534 shares; 2026Q1: 1,534 shares; 2026Q2: 1,034 shares 1,034 $103K 0.01% -500 Timeline LRGC AB ACTIVE ETFS INC More: the full row for AB ACTIVE ETFS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,474 shares; 2026Q2: 1,229 shares 1,229 $103K 0.01% -245 Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 82 shares; 2025Q2: not reported; 2025Q3: 426 shares; 2025Q4: 426 shares; 2026Q1: 426 shares; 2026Q2: 426 shares 426 $102K 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 14 shares; 2025Q4: not reported; 2026Q1: 800 shares; 2026Q2: 800 shares 800 $101K 0.01% 0 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 510 shares; 2025Q1: 416 shares; 2025Q2: 381 shares; 2025Q3: 650 shares; 2025Q4: 650 shares; 2026Q1: 339 shares; 2026Q2: 339 shares 339 $101K 0.01% 0 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,221 shares; 2025Q3: 600 shares; 2025Q4: 600 shares; 2026Q1: 600 shares; 2026Q2: 600 shares 600 $98.8K 0.01% 0 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 664 shares; 2025Q4: 530 shares; 2026Q1: 530 shares; 2026Q2: 530 shares 530 $98.2K 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; 2024Q3: not reported; 2024Q4: 400 shares; 2025Q1: 350 shares; 2025Q2: 350 shares; 2025Q3: 354 shares; 2025Q4: 350 shares; 2026Q1: 458 shares; 2026Q2: 458 shares 458 $97.6K 0.01% 0 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 20 shares; 2025Q4: not reported; 2026Q1: 539 shares; 2026Q2: 539 shares 539 $97.5K 0.01% 0 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 410 shares; 2025Q1: 410 shares; 2025Q2: 410 shares; 2025Q3: 410 shares; 2025Q4: 110 shares; 2026Q1: 116 shares; 2026Q2: 224 shares 224 $97.1K 0.01% +108 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 581 shares; 2024Q4: 640 shares; 2025Q1: 540 shares; 2025Q2: 390 shares; 2025Q3: 390 shares; 2025Q4: 331 shares; 2026Q1: 331 shares; 2026Q2: 331 shares 331 $97K 0.01% 0 Timeline FMCX NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,600 shares; 2024Q4: 2,600 shares; 2025Q1: 2,600 shares; 2025Q2: 2,600 shares; 2025Q3: 2,600 shares; 2025Q4: 2,600 shares; 2026Q1: 2,600 shares; 2026Q2: 2,600 shares 2,600 $96.9K 0.01% 0 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 285 shares; 2025Q3: 285 shares; 2025Q4: 285 shares; 2026Q1: 285 shares; 2026Q2: 235 shares 235 $96.2K 0.01% -50 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,372 shares; 2024Q4: 3,061 shares; 2025Q1: 3,075 shares; 2025Q2: 3,011 shares; 2025Q3: 2,372 shares; 2025Q4: 2,000 shares; 2026Q1: 2,000 shares; 2026Q2: 2,000 shares 2,000 $95.9K 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; 2024Q3: 1,799 shares; 2024Q4: 1,699 shares; 2025Q1: 1,699 shares; 2025Q2: 1,699 shares; 2025Q3: 1,713 shares; 2025Q4: 1,799 shares; 2026Q1: 1,500 shares; 2026Q2: 1,500 shares 1,500 $94.3K 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; 2024Q3: 800 shares; 2024Q4: 800 shares; 2025Q1: 842 shares; 2025Q2: 800 shares; 2025Q3: 4 shares; 2025Q4: not reported; 2026Q1: 300 shares; 2026Q2: 300 shares 300 $93.9K 0.01% 0 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 517 shares; 2025Q2: not reported; 2025Q3: 420 shares; 2025Q4: 412 shares; 2026Q1: 412 shares; 2026Q2: 412 shares 412 $93.5K 0.01% 0 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 681 shares; 2025Q4: 1,190 shares; 2026Q1: 1,960 shares; 2026Q2: 770 shares 770 $90.3K 0.01% -1,190 Timeline VUSB VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares; 2026Q1: 1,800 shares; 2026Q2: 1,800 shares 1,800 $89.6K 0.01% 0 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 200 shares; 2024Q4: 246 shares; 2025Q1: 296 shares; 2025Q2: 246 shares; 2025Q3: 263 shares; 2025Q4: 253 shares; 2026Q1: 207 shares; 2026Q2: 207 shares 207 $88.2K 0.01% 0 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,700 shares; 2024Q4: 1,500 shares; 2025Q1: 3,964 shares; 2025Q2: 6,960 shares; 2025Q3: 6,764 shares; 2025Q4: 2,170 shares; 2026Q1: 2,670 shares; 2026Q2: 2,060 shares 2,060 $87.2K 0.01% -610 Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 807 shares; 2025Q4: 807 shares; 2026Q1: 807 shares; 2026Q2: 807 shares 807 $86.5K 0.01% 0 Timeline BXP BXP INC More: the full row for BXP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 484 shares; 2025Q2: not reported; 2025Q3: 490 shares; 2025Q4: 508 shares; 2026Q1: 1,299 shares; 2026Q2: 1,299 shares 1,299 $86.1K 0.01% 0 Timeline WDAY WORKDAY INC More: the full row for WORKDAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,051 shares; 2025Q4: 700 shares; 2026Q1: 700 shares; 2026Q2: 700 shares 700 $85.7K 0.01% 0 Timeline IVT INVENTRUST PPTYS CORP More: the full row for INVENTRUST PPTYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,230 shares; 2025Q2: not reported; 2025Q3: 1,500 shares; 2025Q4: 2,195 shares; 2026Q1: 2,195 shares; 2026Q2: 2,400 shares 2,400 $85K 0.01% +205 Timeline CPT CAMDEN PPTY TR More: the full row for CAMDEN PPTY TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 826 shares; 2025Q2: not reported; 2025Q3: 826 shares; 2025Q4: 738 shares; 2026Q1: 738 shares; 2026Q2: 738 shares 738 $84.5K 0.01% 0 Timeline PLPC PREFORMED LINE PRODS CO More: the full row for PREFORMED LINE PRODS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 400 shares; 2024Q4: 400 shares; 2025Q1: 400 shares; 2025Q2: 400 shares; 2025Q3: 400 shares; 2025Q4: 400 shares; 2026Q1: 400 shares; 2026Q2: 200 shares 200 $82.1K 0.01% -200 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,200 shares; 2026Q2: 1,200 shares 1,200 $82.1K 0.01% 0 Timeline FUTY FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,600 shares; 2025Q3: 1,400 shares; 2025Q4: 1,400 shares; 2026Q1: 1,400 shares; 2026Q2: 1,400 shares 1,400 $81.8K 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 533 shares; 2026Q1: 1,333 shares; 2026Q2: 1,333 shares 1,333 $80.1K <0.01% 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; 2024Q3: 1,387 shares; 2024Q4: 1,387 shares; 2025Q1: 1,387 shares; 2025Q2: 1,387 shares; 2025Q3: 1,387 shares; 2025Q4: 1,387 shares; 2026Q1: 1,387 shares; 2026Q2: 1,387 shares 1,387 $78.1K <0.01% 0 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 700 shares; 2024Q4: 766 shares; 2025Q1: 666 shares; 2025Q2: 666 shares; 2025Q3: 999 shares; 2025Q4: 991 shares; 2026Q1: 816 shares; 2026Q2: 666 shares 666 $77.8K <0.01% -150 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 249 shares; 2024Q4: 193 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 936 shares; 2025Q4: 936 shares; 2026Q1: 936 shares; 2026Q2: 936 shares 936 $77.8K <0.01% 0 Timeline CHD CHURCH & DWIGHT CO INC More: the full row for CHURCH & DWIGHT CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 600 shares; 2024Q4: 800 shares; 2025Q1: 800 shares; 2025Q2: 800 shares; 2025Q3: 816 shares; 2025Q4: 800 shares; 2026Q1: 800 shares; 2026Q2: 800 shares 800 $77.5K <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; 2024Q3: 1,000 shares; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares; 2026Q1: 1,000 shares; 2026Q2: 1,000 shares 1,000 $76K <0.01% 0 Timeline IDA IDACORP INC More: the full row for IDACORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 500 shares; 2024Q4: 530 shares; 2025Q1: 500 shares; 2025Q2: 500 shares; 2025Q3: 500 shares; 2025Q4: 500 shares; 2026Q1: 500 shares; 2026Q2: 500 shares 500 $75.7K <0.01% 0 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 200 shares; 2024Q4: 200 shares; 2025Q1: 200 shares; 2025Q2: 200 shares; 2025Q3: 216 shares; 2025Q4: 208 shares; 2026Q1: 208 shares; 2026Q2: 208 shares 208 $75.3K <0.01% 0 Timeline HR HEALTHCARE RLTY TR More: the full row for HEALTHCARE RLTY TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,139 shares; 2025Q2: not reported; 2025Q3: 3,650 shares; 2025Q4: 3,650 shares; 2026Q1: 3,650 shares; 2026Q2: 3,650 shares 3,650 $73.6K <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; 2024Q3: 1,500 shares; 2024Q4: 1,500 shares; 2025Q1: 800 shares; 2025Q2: 800 shares; 2025Q3: 805 shares; 2025Q4: 800 shares; 2026Q1: 800 shares; 2026Q2: 800 shares 800 $72.4K <0.01% 0 Timeline PKG PACKAGING CORP AMER More: the full row for PACKAGING CORP AMER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 300 shares; 2024Q4: 300 shares; 2025Q1: 300 shares; 2025Q2: 300 shares; 2025Q3: 302 shares; 2025Q4: 300 shares; 2026Q1: 300 shares; 2026Q2: 300 shares 300 $71.5K <0.01% 0 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5 shares; 2024Q4: 5 shares; 2025Q1: 5 shares; 2025Q2: 5 shares; 2025Q3: 5 shares; 2025Q4: 40 shares; 2026Q1: 42 shares; 2026Q2: 42 shares 42 $71.3K <0.01% 0 Timeline BRX BRIXMOR PPTY GROUP INC More: the full row for BRIXMOR PPTY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,222 shares; 2025Q2: not reported; 2025Q3: 2,250 shares; 2025Q4: 2,250 shares; 2026Q1: 2,250 shares; 2026Q2: 2,250 shares 2,250 $70.9K <0.01% 0 Timeline ARM ARM HOLDINGS PLC More: the full row for ARM HOLDINGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 200 shares; 2025Q2: 200 shares; 2025Q3: 200 shares; 2025Q4: 200 shares; 2026Q1: 200 shares; 2026Q2: 200 shares 200 $70.9K <0.01% 0 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 31 shares; 2024Q4: 128 shares; 2025Q1: 138 shares; 2025Q2: 128 shares; 2025Q3: 132 shares; 2025Q4: 132 shares; 2026Q1: 132 shares; 2026Q2: 60 shares 60 $70.5K <0.01% -72 Timeline BEP BROOKFIELD RENEWABLE ENERGY More: the full row for BROOKFIELD RENEWABLE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,000 shares; 2026Q1: 2,000 shares; 2026Q2: 2,000 shares 2,000 $69.5K <0.01% 0 Timeline AEE AMEREN CORP More: the full row for AMEREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 614 shares; 2024Q4: 614 shares; 2025Q1: 614 shares; 2025Q2: 614 shares; 2025Q3: 614 shares; 2025Q4: 614 shares; 2026Q1: 614 shares; 2026Q2: 614 shares 614 $69.4K <0.01% 0 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 700 shares; 2026Q2: 700 shares 700 $69.3K <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; 2024Q3: 874 shares; 2024Q4: 874 shares; 2025Q1: 874 shares; 2025Q2: 874 shares; 2025Q3: 915 shares; 2025Q4: 335 shares; 2026Q1: 380 shares; 2026Q2: 230 shares 230 $68.6K <0.01% -150 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 500 shares; 2024Q4: 500 shares; 2025Q1: 500 shares; 2025Q2: 1,500 shares; 2025Q3: 1,874 shares; 2025Q4: 1,000 shares; 2026Q1: 1,000 shares; 2026Q2: 1,500 shares 1,500 $68K <0.01% +500 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12 shares; 2025Q4: not reported; 2026Q1: 700 shares; 2026Q2: 700 shares 700 $67K <0.01% 0 Timeline NRIX NURIX THERAPEUTICS INC More: the full row for NURIX THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,150 shares; 2024Q4: 2,650 shares; 2025Q1: 2,650 shares; 2025Q2: 2,650 shares; 2025Q3: 2,650 shares; 2025Q4: 2,650 shares; 2026Q1: 2,650 shares; 2026Q2: 2,650 shares 2,650 $64.3K <0.01% 0 Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 370 shares; 2025Q2: not reported; 2025Q3: 201 shares; 2025Q4: 199 shares; 2026Q1: 199 shares; 2026Q2: 199 shares 199 $63.3K <0.01% 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; 2024Q3: 445 shares; 2024Q4: 350 shares; 2025Q1: 245 shares; 2025Q2: 245 shares; 2025Q3: 295 shares; 2025Q4: 92 shares; 2026Q1: 92 shares; 2026Q2: 92 shares 92 $63.2K <0.01% 0 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,025 shares; 2024Q4: 1,138 shares; 2025Q1: 1,252 shares; 2025Q2: 1,025 shares; 2025Q3: 1,047 shares; 2025Q4: 1,025 shares; 2026Q1: 1,025 shares; 2026Q2: 1,025 shares 1,025 $61.9K <0.01% 0 Timeline STLD STEEL DYNAMICS INC More: the full row for STEEL DYNAMICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 365 shares; 2025Q1: 365 shares; 2025Q2: 365 shares; 2025Q3: 368 shares; 2025Q4: 290 shares; 2026Q1: 265 shares; 2026Q2: 265 shares 265 $60.8K <0.01% 0 Timeline SUI SUN CMNTYS INC More: the full row for SUN CMNTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 507 shares; 2025Q2: not reported; 2025Q3: 507 shares; 2025Q4: 507 shares; 2026Q1: 507 shares; 2026Q2: 507 shares 507 $60.8K <0.01% 0 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 500 shares; 2024Q4: 300 shares; 2025Q1: 1,200 shares; 2025Q2: 2,485 shares; 2025Q3: 1,535 shares; 2025Q4: 250 shares; 2026Q1: 250 shares; 2026Q2: 250 shares 250 $59.2K <0.01% 0 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 230 shares 230 $58.5K <0.01% new Timeline BWXT BWX TECHNOLOGIES INC More: the full row for BWX TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 300 shares; 2026Q1: 300 shares; 2026Q2: 300 shares 300 $58.4K <0.01% 0 Timeline SOLV SOLVENTUM CORP More: the full row for SOLVENTUM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 750 shares; 2024Q4: 750 shares; 2025Q1: 754 shares; 2025Q2: 750 shares; 2025Q3: 750 shares; 2025Q4: 750 shares; 2026Q1: 750 shares; 2026Q2: 750 shares 750 $57.9K <0.01% 0 Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 301 shares; 2024Q4: 301 shares; 2025Q1: 301 shares; 2025Q2: 1,669 shares; 2025Q3: 985 shares; 2025Q4: 985 shares; 2026Q1: 985 shares; 2026Q2: 985 shares 985 $57.3K <0.01% 0 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 652 shares; 2024Q4: 700 shares; 2025Q1: 880 shares; 2025Q2: 592 shares; 2025Q3: 618 shares; 2025Q4: 613 shares; 2026Q1: 613 shares; 2026Q2: 613 shares 613 $56.2K <0.01% 0 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 400 shares; 2024Q4: 400 shares; 2025Q1: 400 shares; 2025Q2: 400 shares; 2025Q3: 410 shares; 2025Q4: 400 shares; 2026Q1: 1,400 shares; 2026Q2: 400 shares 400 $56K <0.01% -1,000 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 172 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 30 shares; 2025Q4: 430 shares; 2026Q1: 766 shares; 2026Q2: 766 shares 766 $55.3K <0.01% 0 Timeline FRT FEDERAL RLTY INVT TR NEW More: the full row for FEDERAL RLTY INVT TR NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 500 shares; 2024Q4: 500 shares; 2025Q1: 500 shares; 2025Q2: 500 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 440 shares 440 $54.3K <0.01% new Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 400 shares; 2024Q4: 1,600 shares; 2025Q1: 1,600 shares; 2025Q2: 1,600 shares; 2025Q3: 1,600 shares; 2025Q4: 1,600 shares; 2026Q1: 1,600 shares; 2026Q2: 1,600 shares 1,600 $54.1K <0.01% 0 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 174 shares; 2025Q1: 406 shares; 2025Q2: 174 shares; 2025Q3: 191 shares; 2025Q4: 191 shares; 2026Q1: 299 shares; 2026Q2: 299 shares 299 $52.7K <0.01% 0 Timeline CUZ COUSINS PPTYS INC More: the full row for COUSINS PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,732 shares; 2026Q2: 1,732 shares 1,732 $51.9K <0.01% 0 Timeline ITM VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,100 shares; 2024Q4: 1,100 shares; 2025Q1: 1,100 shares; 2025Q2: 1,100 shares; 2025Q3: 1,100 shares; 2025Q4: 1,100 shares; 2026Q1: 1,100 shares; 2026Q2: 1,100 shares 1,100 $51.7K <0.01% 0 Timeline AHR AMERICAN HEALTHCARE REIT INC More: the full row for AMERICAN HEALTHCARE REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,194 shares; 2025Q2: not reported; 2025Q3: 1,715 shares; 2025Q4: 989 shares; 2026Q1: 989 shares; 2026Q2: 989 shares 989 $51.6K <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; 2024Q3: 2,603 shares; 2024Q4: 2,755 shares; 2025Q1: 2,224 shares; 2025Q2: 113 shares; 2025Q3: 276 shares; 2025Q4: 176 shares; 2026Q1: 113 shares; 2026Q2: 124 shares 124 $51.5K <0.01% +11 Timeline CWEN CLEARWAY ENERGY INC More: the full row for CLEARWAY ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,715 shares; 2024Q4: 1,500 shares; 2025Q1: 1,500 shares; 2025Q2: 1,500 shares; 2025Q3: 1,500 shares; 2025Q4: 1,500 shares; 2026Q1: 1,500 shares; 2026Q2: 1,500 shares 1,500 $51.3K <0.01% 0 Timeline CCJ CAMECO CORP More: the full row for CAMECO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 500 shares; 2026Q1: 500 shares; 2026Q2: 500 shares 500 $50.9K <0.01% 0 Timeline EGP EASTGROUP PPTYS INC More: the full row for EASTGROUP PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 15 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 249 shares; 2026Q2: 249 shares 249 $50.4K <0.01% 0 Timeline ESGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 250 shares; 2026Q1: 375 shares; 2026Q2: 375 shares 375 $49.6K <0.01% 0 Timeline MGEE MGE ENERGY INC More: the full row for MGE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 600 shares; 2024Q4: 600 shares; 2025Q1: 600 shares; 2025Q2: 600 shares; 2025Q3: 600 shares; 2025Q4: 600 shares; 2026Q1: 600 shares; 2026Q2: 600 shares 600 $48.9K <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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11 shares; 2025Q4: not reported; 2026Q1: 148 shares; 2026Q2: 148 shares 148 $48.9K <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; 2024Q3: 2,000 shares; 2024Q4: 2,000 shares; 2025Q1: 2,000 shares; 2025Q2: 2,000 shares; 2025Q3: 2,000 shares; 2025Q4: 2,000 shares; 2026Q1: 1,800 shares; 2026Q2: 1,000 shares 1,000 $48.6K <0.01% -800 Timeline MGNR AMERICAN BEACON SELECT FUNDS More: the full row for AMERICAN BEACON SELECT FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,000 shares; 2026Q2: 1,000 shares 1,000 $48.5K <0.01% 0 Timeline FVR FRONTVIEW REIT INC More: the full row for FRONTVIEW REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,377 shares; 2026Q1: 2,377 shares; 2026Q2: 2,377 shares 2,377 $48.1K <0.01% 0 Timeline GRMN GARMIN LTD More: the full row for GARMIN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 201 shares; 2026Q2: 201 shares 201 $47.7K <0.01% 0 Timeline GNRC GENERAC HLDGS INC More: the full row for GENERAC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 163 shares; 2026Q2: 163 shares 163 $47.7K <0.01% 0 Timeline SFM SPROUTS FMRS MKT INC More: the full row for SPROUTS FMRS MKT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 556 shares; 2025Q4: 556 shares; 2026Q1: 556 shares; 2026Q2: 556 shares 556 $47K <0.01% 0 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 827 shares; 2024Q4: 2,627 shares; 2025Q1: 2,066 shares; 2025Q2: 2,027 shares; 2025Q3: 1,526 shares; 2025Q4: 1,219 shares; 2026Q1: 1,034 shares; 2026Q2: 641 shares 641 $46.1K <0.01% -393 Timeline APTV APTIV PLC More: the full row for APTIV PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 750 shares; 2025Q1: 850 shares; 2025Q2: 750 shares; 2025Q3: 756 shares; 2025Q4: 750 shares; 2026Q1: 750 shares; 2026Q2: 750 shares 750 $46K <0.01% 0 Timeline DOC HEALTHPEAK PROPERTIES INC More: the full row for HEALTHPEAK PROPERTIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 114 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,093 shares; 2026Q2: 2,093 shares 2,093 $44.8K <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; 2024Q3: 90 shares; 2024Q4: 90 shares; 2025Q1: 90 shares; 2025Q2: 222 shares; 2025Q3: 238 shares; 2025Q4: 238 shares; 2026Q1: 222 shares; 2026Q2: 222 shares 222 $44.7K <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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 200 shares 200 $44.7K <0.01% new Timeline MINT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,040 shares; 2025Q3: 1,641 shares; 2025Q4: 1,641 shares; 2026Q1: 1,641 shares; 2026Q2: 441 shares 441 $44.5K <0.01% -1,200 Timeline FERG FERGUSON ENTERPRISES INC More: the full row for FERGUSON ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 257 shares; 2024Q4: 223 shares; 2025Q1: 223 shares; 2025Q2: 223 shares; 2025Q3: 223 shares; 2025Q4: 185 shares; 2026Q1: 185 shares; 2026Q2: 185 shares 185 $43.9K <0.01% 0 Timeline TBN TAMBORAN RES CORP More: the full row for TAMBORAN RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,350 shares 1,350 $43.9K <0.01% new Timeline BAFE ADVISORS INNER CIRCLE FD III More: the full row for ADVISORS INNER CIRCLE FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,505 shares; 2026Q2: 1,505 shares 1,505 $43.9K <0.01% 0 Timeline LRGF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 580 shares; 2024Q4: 580 shares; 2025Q1: 580 shares; 2025Q2: 580 shares; 2025Q3: 580 shares; 2025Q4: 580 shares; 2026Q1: 580 shares; 2026Q2: 580 shares 580 $43.9K <0.01% 0 Timeline BBJP J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,154 shares; 2025Q3: 1,154 shares; 2025Q4: 577 shares; 2026Q1: 577 shares; 2026Q2: 577 shares 577 $43.5K <0.01% 0 Timeline CIBR FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 475 shares; 2025Q3: 2,191 shares; 2025Q4: 3,191 shares; 2026Q1: 475 shares; 2026Q2: 475 shares 475 $42.7K <0.01% 0 Timeline BXDC BLACKSTONE DIGITAL INFRASTRU More: the full row for BLACKSTONE DIGITAL INFRASTRU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,973 shares 1,973 $42.7K <0.01% new Timeline DDOG DATADOG INC More: the full row for DATADOG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 7 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3 shares; 2025Q4: not reported; 2026Q1: 163 shares; 2026Q2: 163 shares 163 $42.4K <0.01% 0 Timeline WMS ADVANCED DRAIN SYS INC DEL More: the full row for ADVANCED DRAIN SYS INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 270 shares; 2024Q4: 270 shares; 2025Q1: 270 shares; 2025Q2: 270 shares; 2025Q3: 270 shares; 2025Q4: 270 shares; 2026Q1: 270 shares; 2026Q2: 270 shares 270 $42.4K <0.01% 0 Timeline TECH BIO-TECHNE CORP More: the full row for BIO-TECHNE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 596 shares; 2024Q4: 596 shares; 2025Q1: 596 shares; 2025Q2: 596 shares; 2025Q3: 604 shares; 2025Q4: 596 shares; 2026Q1: 596 shares; 2026Q2: 596 shares 596 $42.1K <0.01% 0 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 300 shares; 2024Q4: 300 shares; 2025Q1: 300 shares; 2025Q2: 300 shares; 2025Q3: 300 shares; 2025Q4: 300 shares; 2026Q1: 300 shares; 2026Q2: 1,500 shares 1,500 $41.1K <0.01% +1,200 Timeline CBOE CBOE GLOBAL MKTS INC More: the full row for CBOE GLOBAL MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 235 shares; 2025Q1: 235 shares; 2025Q2: 235 shares; 2025Q3: 237 shares; 2025Q4: 235 shares; 2026Q1: 235 shares; 2026Q2: 165 shares 165 $40K <0.01% -70 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,200 shares; 2026Q2: 1,200 shares 1,200 $40K <0.01% 0 Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 710 shares; 2026Q1: 710 shares; 2026Q2: 710 shares 710 $40K <0.01% 0 Timeline IHI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,000 shares; 2024Q4: 1,000 shares; 2025Q1: 900 shares; 2025Q2: 900 shares; 2025Q3: 1,680 shares; 2025Q4: 1,580 shares; 2026Q1: 800 shares; 2026Q2: 800 shares 800 $39.5K <0.01% 0 Timeline DEUS DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 600 shares; 2024Q4: 600 shares; 2025Q1: 600 shares; 2025Q2: 600 shares; 2025Q3: 600 shares; 2025Q4: 600 shares; 2026Q1: 600 shares; 2026Q2: 600 shares 600 $39.2K <0.01% 0 Timeline TTE TOTALENERGIES SE More: the full row for TOTALENERGIES SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 500 shares 500 $38.9K <0.01% new Timeline NNN NNN REIT INC More: the full row for NNN REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 818 shares; 2025Q2: not reported; 2025Q3: 818 shares; 2025Q4: 818 shares; 2026Q1: 818 shares; 2026Q2: 818 shares 818 $38.1K <0.01% 0 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 608 shares; 2024Q4: 50 shares; 2025Q1: 450 shares; 2025Q2: 450 shares; 2025Q3: 455 shares; 2025Q4: 334 shares; 2026Q1: 734 shares; 2026Q2: 334 shares 334 $36.7K <0.01% -400 Timeline SBRA SABRA HEALTH CARE REIT INC More: the full row for SABRA HEALTH CARE REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,847 shares 1,847 $36K <0.01% new Timeline QQEW FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 225 shares; 2025Q4: 225 shares; 2026Q1: 225 shares; 2026Q2: 225 shares 225 $35.9K <0.01% 0 Timeline WPC WP CAREY INC More: the full row for WP CAREY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 500 shares 500 $35.8K <0.01% new Timeline SMA SMARTSTOP SELF STORAG REIT I More: the full row for SMARTSTOP SELF STORAG REIT I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,057 shares; 2025Q4: 1,100 shares; 2026Q1: 1,100 shares; 2026Q2: 1,100 shares 1,100 $35.8K <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; 2024Q3: not reported; 2024Q4: 60 shares; 2025Q1: 66 shares; 2025Q2: 30 shares; 2025Q3: 31 shares; 2025Q4: 30 shares; 2026Q1: 30 shares; 2026Q2: 37 shares 37 $35.6K <0.01% +7 Timeline XYL XYLEM INC More: the full row for XYLEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 300 shares; 2024Q4: 300 shares; 2025Q1: 300 shares; 2025Q2: 300 shares; 2025Q3: 300 shares; 2025Q4: 300 shares; 2026Q1: 300 shares; 2026Q2: 300 shares 300 $35.5K <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; 2024Q3: 155 shares; 2024Q4: 155 shares; 2025Q1: 155 shares; 2025Q2: 155 shares; 2025Q3: 91 shares; 2025Q4: 91 shares; 2026Q1: 180 shares; 2026Q2: 180 shares 180 $35K <0.01% 0 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 285 shares; 2026Q1: 213 shares; 2026Q2: 213 shares 213 $34.8K <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; 2024Q3: 595 shares; 2024Q4: 634 shares; 2025Q1: 369 shares; 2025Q2: 239 shares; 2025Q3: 253 shares; 2025Q4: 239 shares; 2026Q1: 100 shares; 2026Q2: 100 shares 100 $33.8K <0.01% 0 Timeline SUN SUNOCO LP/SUNOCO FIN CORP More: the full row for SUNOCO LP/SUNOCO FIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 500 shares; 2024Q4: 500 shares; 2025Q1: 500 shares; 2025Q2: 500 shares; 2025Q3: 500 shares; 2025Q4: 500 shares; 2026Q1: 500 shares; 2026Q2: 500 shares 500 $33.8K <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; 2024Q3: not reported; 2024Q4: 299 shares; 2025Q1: 299 shares; 2025Q2: 299 shares; 2025Q3: 588 shares; 2025Q4: 499 shares; 2026Q1: 300 shares; 2026Q2: 300 shares 300 $33.4K <0.01% 0 Timeline BHP BHP BILLITON LIMITED More: the full row for BHP BILLITON LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 400 shares; 2026Q1: 400 shares; 2026Q2: 400 shares 400 $33.3K <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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 768 shares; 2026Q2: 400 shares 400 $33.1K <0.01% -368 Timeline FIX COMFORT SYS USA INC More: the full row for COMFORT SYS USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 16 shares; 2025Q1: 16 shares; 2025Q2: 16 shares; 2025Q3: 16 shares; 2025Q4: 16 shares; 2026Q1: 16 shares; 2026Q2: 16 shares 16 $31.7K <0.01% 0 Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 50 shares; 2024Q4: 50 shares; 2025Q1: 50 shares; 2025Q2: 50 shares; 2025Q3: 150 shares; 2025Q4: 150 shares; 2026Q1: 60 shares; 2026Q2: 60 shares 60 $31.6K <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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,296 shares; 2025Q3: 1,296 shares; 2025Q4: not reported; 2026Q1: 228 shares; 2026Q2: 528 shares 528 $31.5K <0.01% +300 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 404 shares; 2025Q4: not reported; 2026Q1: 300 shares; 2026Q2: 300 shares 300 $31.2K <0.01% 0 Timeline AKRE PROFESIONALLY MANAGED PORTFO More: the full row for PROFESIONALLY MANAGED PORTFO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 578 shares; 2026Q1: 578 shares; 2026Q2: 578 shares 578 $30.7K <0.01% 0 Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 125 shares; 2026Q1: 125 shares; 2026Q2: 125 shares 125 $30.7K <0.01% 0 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 130 shares; 2025Q1: 130 shares; 2025Q2: 130 shares; 2025Q3: 134 shares; 2025Q4: 102 shares; 2026Q1: 172 shares; 2026Q2: 80 shares 80 $30K <0.01% -92 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 521 shares; 2024Q4: 521 shares; 2025Q1: 2,497 shares; 2025Q2: 1,846 shares; 2025Q3: 1,865 shares; 2025Q4: 521 shares; 2026Q1: 521 shares; 2026Q2: 521 shares 521 $30K <0.01% 0 Timeline SNY SANOFI SA More: the full row for SANOFI SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 700 shares 700 $29.9K <0.01% new 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; 2024Q3: not reported; 2024Q4: 8 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4 shares; 2025Q4: not reported; 2026Q1: 185 shares; 2026Q2: 130 shares 130 $29.8K <0.01% -55 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 250 shares 250 $29.4K <0.01% new Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 725 shares; 2025Q1: 425 shares; 2025Q2: not reported; 2025Q3: 25 shares; 2025Q4: 25 shares; 2026Q1: 25 shares; 2026Q2: 25 shares 25 $28.9K <0.01% 0 Timeline CLX CLOROX CO DEL More: the full row for CLOROX CO DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 300 shares 300 $28.6K <0.01% new Timeline WST WEST PHARMACEUTICAL SVSC INC More: the full row for WEST PHARMACEUTICAL SVSC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 79 shares; 2026Q2: 79 shares 79 $28.4K <0.01% 0 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 200 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 181 shares 181 $28.3K <0.01% new Timeline HYS PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 300 shares; 2025Q4: 300 shares; 2026Q1: 300 shares; 2026Q2: 300 shares 300 $28.1K <0.01% 0 Timeline TOST TOAST INC More: the full row for TOAST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,000 shares; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares; 2026Q1: 1,000 shares; 2026Q2: 1,000 shares 1,000 $27.8K <0.01% 0 Timeline FTAI FTAI AVIATION LTD More: the full row for FTAI AVIATION LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 150 shares; 2024Q4: 150 shares; 2025Q1: 150 shares; 2025Q2: 150 shares; 2025Q3: 150 shares; 2025Q4: 100 shares; 2026Q1: 100 shares; 2026Q2: 100 shares 100 $27.1K <0.01% 0 Timeline IDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,000 shares; 2025Q3: 1,500 shares; 2025Q4: 1,500 shares; 2026Q1: 1,500 shares; 2026Q2: 650 shares 650 $26.9K <0.01% -850 Timeline URA GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 600 shares; 2026Q1: 600 shares; 2026Q2: 600 shares 600 $26.2K <0.01% 0 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 675 shares; 2025Q4: 480 shares; 2026Q1: 930 shares; 2026Q2: 480 shares 480 $25.5K <0.01% -450 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 994 shares; 2025Q3: 994 shares; 2025Q4: 994 shares; 2026Q1: 497 shares; 2026Q2: 497 shares 497 $25.1K <0.01% 0 Timeline COO COOPER COS INC More: the full row for COOPER COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 100 shares; 2024Q4: 100 shares; 2025Q1: 203,960 shares; 2025Q2: 207,030 shares; 2025Q3: 4,960 shares; 2025Q4: 3,110 shares; 2026Q1: 1,710 shares; 2026Q2: 350 shares 350 $25.1K <0.01% -1,360 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,564 shares; 2024Q4: 1,564 shares; 2025Q1: 1,587 shares; 2025Q2: 7,516 shares; 2025Q3: 1,695 shares; 2025Q4: 1,383 shares; 2026Q1: 3,383 shares; 2026Q2: 1,190 shares 1,190 $24.6K <0.01% -2,193 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 49 shares; 2025Q3: 49 shares; 2025Q4: 49 shares; 2026Q1: 49 shares; 2026Q2: 196 shares 196 $24.3K <0.01% +147 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 164 shares 164 $24.2K <0.01% new Timeline FDVV FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 400 shares; 2025Q2: 400 shares; 2025Q3: 400 shares; 2025Q4: 400 shares; 2026Q1: 400 shares; 2026Q2: 400 shares 400 $24.1K <0.01% 0 Timeline PAVE GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 671 shares; 2025Q3: 1,671 shares; 2025Q4: 1,671 shares; 2026Q1: 671 shares; 2026Q2: 400 shares 400 $23.6K <0.01% -271 Timeline TTD THE TRADE DESK INC More: the full row for THE TRADE DESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,008 shares; 2025Q4: 2,500 shares; 2026Q1: 1,297 shares; 2026Q2: 1,297 shares 1,297 $23.4K <0.01% 0 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 430 shares; 2025Q4: 420 shares; 2026Q1: 1,420 shares; 2026Q2: 420 shares 420 $23.3K <0.01% -1,000 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,173 shares; 2024Q4: 1,173 shares; 2025Q1: 1,599 shares; 2025Q2: 1,173 shares; 2025Q3: 1,048 shares; 2025Q4: 967 shares; 2026Q1: 1,967 shares; 2026Q2: 967 shares 967 $23.3K <0.01% -1,000 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 150 shares 150 $22.6K <0.01% new Timeline CHDN CHURCHILL DOWNS INC More: the full row for CHURCHILL DOWNS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 80 shares; 2025Q4: 80 shares; 2026Q1: 240 shares; 2026Q2: 240 shares 240 $21.5K <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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,000 shares; 2025Q4: not reported; 2026Q1: 285 shares; 2026Q2: 285 shares 285 $21.5K <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; 2024Q3: 93 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1 shares; 2025Q4: not reported; 2026Q1: 16 shares; 2026Q2: 16 shares 16 $21.3K <0.01% 0 Timeline NGG NATIONAL GRID PLC More: the full row for NATIONAL GRID PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 255 shares; 2024Q4: 255 shares; 2025Q1: 255 shares; 2025Q2: 255 shares; 2025Q3: 255 shares; 2025Q4: 255 shares; 2026Q1: 255 shares; 2026Q2: 255 shares 255 $21.1K <0.01% 0 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 400 shares; 2024Q4: 400 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 124 shares; 2026Q2: 124 shares 124 $21.1K <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; 2024Q3: not reported; 2024Q4: 283 shares; 2025Q1: 283 shares; 2025Q2: 283 shares; 2025Q3: 298 shares; 2025Q4: 283 shares; 2026Q1: 283 shares; 2026Q2: 283 shares 283 $21K <0.01% 0 Timeline KYN KAYNE ANDERSON ENERGY INFRST More: the full row for KAYNE ANDERSON ENERGY INFRST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,521 shares 1,521 $21K <0.01% new Timeline BBAX J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 690 shares; 2025Q3: 690 shares; 2025Q4: 345 shares; 2026Q1: 345 shares; 2026Q2: 345 shares 345 $20.7K <0.01% 0 Timeline IOT SAMSARA INC More: the full row for SAMSARA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 632 shares; 2026Q2: 632 shares 632 $20.5K <0.01% 0 Timeline BLND BLEND LABS INC More: the full row for BLEND LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,939 shares; 2024Q4: 11,939 shares; 2025Q1: 11,939 shares; 2025Q2: 11,939 shares; 2025Q3: 11,939 shares; 2025Q4: 11,939 shares; 2026Q1: 11,939 shares; 2026Q2: 11,939 shares 11,939 $20.4K <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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 250 shares; 2025Q4: 390 shares; 2026Q1: 390 shares; 2026Q2: 390 shares 390 $19.9K <0.01% 0 Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 108 shares; 2024Q4: 108 shares; 2025Q1: 108 shares; 2025Q2: 108 shares; 2025Q3: 108 shares; 2025Q4: 108 shares; 2026Q1: 108 shares; 2026Q2: 108 shares 108 $19.3K <0.01% 0 Timeline METC RAMACO RES INC More: the full row for RAMACO RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,445 shares; 2025Q3: 1,445 shares; 2025Q4: 1,445 shares; 2026Q1: 1,445 shares; 2026Q2: 1,445 shares 1,445 $19.1K <0.01% 0 Timeline FICO FAIR ISAAC CORP More: the full row for FAIR ISAAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 20 shares; 2025Q1: 20 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 16 shares; 2026Q2: 16 shares 16 $19.1K <0.01% 0 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 43 shares; 2025Q1: 43 shares; 2025Q2: 43 shares; 2025Q3: 170 shares; 2025Q4: 170 shares; 2026Q1: 45 shares; 2026Q2: 45 shares 45 $18.7K <0.01% 0 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 164 shares; 2024Q4: 164 shares; 2025Q1: 164 shares; 2025Q2: 164 shares; 2025Q3: 172 shares; 2025Q4: 164 shares; 2026Q1: 164 shares; 2026Q2: 164 shares 164 $17.7K <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; 2024Q3: 1,932 shares; 2024Q4: 2,067 shares; 2025Q1: 1,965 shares; 2025Q2: 1,713 shares; 2025Q3: 1,505 shares; 2025Q4: 400 shares; 2026Q1: 400 shares; 2026Q2: 400 shares 400 $17.3K <0.01% 0 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 517 shares; 2024Q4: 517 shares; 2025Q1: 491 shares; 2025Q2: 445 shares; 2025Q3: 440 shares; 2025Q4: 440 shares; 2026Q1: 440 shares; 2026Q2: 138 shares 138 $17.2K <0.01% -302 Timeline LION LIONSGATE STUDIOS CORP More: the full row for LIONSGATE STUDIOS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,120 shares; 2025Q3: 1,120 shares; 2025Q4: 1,120 shares; 2026Q1: 1,120 shares; 2026Q2: 1,120 shares 1,120 $17.1K <0.01% 0 Timeline MP MP MATERIALS CORP More: the full row for MP MATERIALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 300 shares; 2026Q1: 300 shares; 2026Q2: 300 shares 300 $16.8K <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; 2024Q3: 259 shares; 2024Q4: 126 shares; 2025Q1: 126 shares; 2025Q2: 126 shares; 2025Q3: 240 shares; 2025Q4: 97 shares; 2026Q1: 68 shares; 2026Q2: 47 shares 47 $15.9K <0.01% -21 Timeline XAR SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,280 shares; 2025Q2: 1,280 shares; 2025Q3: 2,250 shares; 2025Q4: 2,035 shares; 2026Q1: 1,055 shares; 2026Q2: 55 shares 55 $15.6K <0.01% -1,000 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 985 shares; 2025Q4: 985 shares; 2026Q1: 985 shares; 2026Q2: 985 shares 985 $15.5K <0.01% 0 Timeline ETHA ISHARES ETHEREUM TR More: the full row for ISHARES ETHEREUM TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,300 shares; 2025Q4: 1,300 shares; 2026Q1: 1,300 shares; 2026Q2: 1,300 shares 1,300 $15.5K <0.01% 0 Timeline XLB SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 81 shares; 2025Q2: not reported; 2025Q3: 211 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 300 shares 300 $15.2K <0.01% new Timeline PCAR PACCAR INC More: the full row for PACCAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 875 shares; 2024Q4: 875 shares; 2025Q1: 875 shares; 2025Q2: 875 shares; 2025Q3: 1,550 shares; 2025Q4: 875 shares; 2026Q1: 995 shares; 2026Q2: 120 shares 120 $14.4K <0.01% -875 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 134 shares; 2024Q4: 134 shares; 2025Q1: 136 shares; 2025Q2: 134 shares; 2025Q3: 134 shares; 2025Q4: 134 shares; 2026Q1: 134 shares; 2026Q2: 134 shares 134 $14.4K <0.01% 0 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 157 shares; 2024Q4: 177 shares; 2025Q1: 177 shares; 2025Q2: 177 shares; 2025Q3: 183 shares; 2025Q4: 183 shares; 2026Q1: 217 shares; 2026Q2: 50 shares 50 $13.1K <0.01% -167 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 514 shares; 2026Q2: 514 shares 514 $13K <0.01% 0 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 295 shares; 2024Q4: 295 shares; 2025Q1: 295 shares; 2025Q2: 295 shares; 2025Q3: 319 shares; 2025Q4: 295 shares; 2026Q1: 295 shares; 2026Q2: 295 shares 295 $12.6K <0.01% 0 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 375 shares; 2025Q4: 375 shares; 2026Q1: 375 shares; 2026Q2: 375 shares 375 $12.5K <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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 150 shares; 2025Q2: 150 shares; 2025Q3: 150 shares; 2025Q4: 106 shares; 2026Q1: 106 shares; 2026Q2: 106 shares 106 $12.1K <0.01% 0 Timeline ALC ALCON AG More: the full row for ALCON AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 300 shares; 2024Q4: 300 shares; 2025Q1: 300 shares; 2025Q2: 100 shares; 2025Q3: 100 shares; 2025Q4: 73 shares; 2026Q1: 100 shares; 2026Q2: 180 shares 180 $12.1K <0.01% +80 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12 shares; 2025Q4: 12 shares; 2026Q1: 12 shares; 2026Q2: 12 shares 12 $11.6K <0.01% 0 Timeline OPRX OPTIMIZERX CORP More: the full row for OPTIMIZERX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,000 shares; 2024Q4: 2,000 shares; 2025Q1: 2,000 shares; 2025Q2: 2,000 shares; 2025Q3: 2,000 shares; 2025Q4: 2,000 shares; 2026Q1: 2,000 shares; 2026Q2: 2,000 shares 2,000 $11.4K <0.01% 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; 2024Q3: not reported; 2024Q4: 64 shares; 2025Q1: 37 shares; 2025Q2: 37 shares; 2025Q3: 37 shares; 2025Q4: 37 shares; 2026Q1: 37 shares; 2026Q2: 37 shares 37 $11.3K <0.01% 0 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25 shares; 2024Q4: 25 shares; 2025Q1: 25 shares; 2025Q2: 25 shares; 2025Q3: 31 shares; 2025Q4: 25 shares; 2026Q1: 25 shares; 2026Q2: 25 shares 25 $11.3K <0.01% 0 Timeline BBT BEACON FINANCIAL CORP. More: the full row for BEACON FINANCIAL CORP. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 371 shares; 2026Q2: 371 shares 371 $11.3K <0.01% 0 Timeline BEPC BROOKFIELD RENEWABLE CORP More: the full row for BROOKFIELD RENEWABLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 300 shares; 2025Q1: 300 shares; 2025Q2: 300 shares; 2025Q3: 300 shares; 2025Q4: 300 shares; 2026Q1: 300 shares; 2026Q2: 300 shares 300 $11.1K <0.01% 0 Timeline MEDP MEDPACE HLDGS INC More: the full row for MEDPACE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 21 shares; 2026Q2: 21 shares 21 $11.1K <0.01% 0 Timeline VEEV VEEVA SYS INC More: the full row for VEEVA SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 62 shares; 2026Q2: 62 shares 62 $11K <0.01% 0 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 75 shares; 2024Q4: 75 shares; 2025Q1: 75 shares; 2025Q2: 75 shares; 2025Q3: 190 shares; 2025Q4: 75 shares; 2026Q1: 75 shares; 2026Q2: 75 shares 75 $10.7K <0.01% 0 Timeline KHC KRAFT HEINZ CO More: the full row for KRAFT HEINZ CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 450 shares; 2024Q4: 450 shares; 2025Q1: 450 shares; 2025Q2: 450 shares; 2025Q3: 450 shares; 2025Q4: 450 shares; 2026Q1: 2,050 shares; 2026Q2: 450 shares 450 $10.6K <0.01% -1,600 Timeline VGNT VERSIGENT PLC More: the full row for VERSIGENT PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 250 shares 250 $10.5K <0.01% new 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 400 shares; 2025Q4: 400 shares; 2026Q1: 400 shares; 2026Q2: 400 shares 400 $10.4K <0.01% 0 Timeline ALB ALBEMARLE CORP More: the full row for ALBEMARLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 100 shares; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 115 shares; 2025Q4: 100 shares; 2026Q1: 100 shares; 2026Q2: 75 shares 75 $10.1K <0.01% -25 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5 shares; 2025Q4: not reported; 2026Q1: 120 shares; 2026Q2: 120 shares 120 $10K <0.01% 0 Timeline EXPD EXPEDITORS INTL WASH INC More: the full row for EXPEDITORS INTL WASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 800 shares; 2024Q4: 800 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4 shares; 2025Q4: not reported; 2026Q1: 60 shares; 2026Q2: 60 shares 60 $9.78K <0.01% 0 Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21 shares; 2024Q4: 21 shares; 2025Q1: 21 shares; 2025Q2: 21 shares; 2025Q3: 21 shares; 2025Q4: 21 shares; 2026Q1: 21 shares; 2026Q2: 21 shares 21 $9.64K <0.01% 0 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 142 shares; 2024Q4: 142 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 25 shares; 2026Q2: 25 shares 25 $9.27K <0.01% 0 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,000 shares; 2024Q4: 10,120 shares; 2025Q1: 8,320 shares; 2025Q2: 7,000 shares; 2025Q3: 7,040 shares; 2025Q4: not reported; 2026Q1: 100 shares; 2026Q2: 100 shares 100 $9.23K <0.01% 0 Timeline QS QUANTUMSCAPE CORP More: the full row for QUANTUMSCAPE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,200 shares; 2026Q1: 1,200 shares; 2026Q2: 1,200 shares 1,200 $9.07K <0.01% 0 Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 31 shares; 2025Q4: not reported; 2026Q1: 93 shares; 2026Q2: 93 shares 93 $8.94K <0.01% 0 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 50 shares 50 $8.91K <0.01% new Timeline WBD WARNER BROS DISCOVERY INC More: the full row for WARNER BROS DISCOVERY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 412 shares; 2024Q4: 412 shares; 2025Q1: 417 shares; 2025Q2: 417 shares; 2025Q3: 720 shares; 2025Q4: 334 shares; 2026Q1: 334 shares; 2026Q2: 334 shares 334 $8.9K <0.01% 0 Timeline USAR USA RARE EARTH INC More: the full row for USA RARE EARTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 400 shares; 2026Q1: 400 shares; 2026Q2: 400 shares 400 $8.63K <0.01% 0 Timeline CSGP COSTAR GROUP INC More: the full row for COSTAR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 153 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 18 shares; 2025Q4: not reported; 2026Q1: 297 shares; 2026Q2: 297 shares 297 $8.41K <0.01% 0 Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 65 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 200 shares 200 $8.26K <0.01% new Timeline SCWO 374WATER INC More: the full row for 374WATER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,300 shares; 2026Q1: 4,300 shares; 2026Q2: 4,300 shares 4,300 $8.17K <0.01% 0 Timeline UEC URANIUM ENERGY CORP More: the full row for URANIUM ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 750 shares; 2026Q1: 750 shares; 2026Q2: 750 shares 750 $8K <0.01% 0 Timeline CLM CORNERSTONE STRATEGIC INVEST More: the full row for CORNERSTONE STRATEGIC INVEST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,000 shares; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares; 2026Q1: 1,000 shares; 2026Q2: 1,000 shares 1,000 $7.56K <0.01% 0 Timeline MSTR STRATEGY INC More: the full row for STRATEGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 50 shares; 2025Q2: 50 shares; 2025Q3: 85 shares; 2025Q4: 85 shares; 2026Q1: 85 shares; 2026Q2: 85 shares 85 $7.39K <0.01% 0 Timeline COIN COINBASE GLOBAL INC More: the full row for COINBASE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 52 shares; 2025Q4: 50 shares; 2026Q1: 50 shares; 2026Q2: 50 shares 50 $7.31K <0.01% 0 Timeline PFGC PERFORMANCE FOOD GROUP CO More: the full row for PERFORMANCE FOOD GROUP CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 65 shares; 2025Q1: 65 shares; 2025Q2: 65 shares; 2025Q3: 65 shares; 2025Q4: 65 shares; 2026Q1: 65 shares; 2026Q2: 65 shares 65 $7.27K <0.01% 0 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30 shares; 2024Q4: 30 shares; 2025Q1: 30 shares; 2025Q2: 30 shares; 2025Q3: 32 shares; 2025Q4: 30 shares; 2026Q1: 30 shares; 2026Q2: 30 shares 30 $7.14K <0.01% 0 Timeline BJ BJS WHSL CLUB HLDGS INC More: the full row for BJS WHSL CLUB HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 74 shares; 2025Q1: 74 shares; 2025Q2: 74 shares; 2025Q3: 74 shares; 2025Q4: 74 shares; 2026Q1: 74 shares; 2026Q2: 74 shares 74 $6.46K <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; 2024Q3: 510 shares; 2024Q4: 510 shares; 2025Q1: 537 shares; 2025Q2: 1,000 shares; 2025Q3: 413 shares; 2025Q4: 150 shares; 2026Q1: 150 shares; 2026Q2: 150 shares 150 $6.16K <0.01% 0 Timeline RSKD RISKIFIED LTD More: the full row for RISKIFIED LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,213 shares; 2024Q4: 1,213 shares; 2025Q1: 1,213 shares; 2025Q2: 1,213 shares; 2025Q3: 1,213 shares; 2025Q4: 1,213 shares; 2026Q1: 1,213 shares; 2026Q2: 1,213 shares 1,213 $6.11K <0.01% 0 Timeline CDW CDW CORP More: the full row for CDW CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 25 shares; 2025Q1: 53 shares; 2025Q2: not reported; 2025Q3: 456 shares; 2025Q4: 450 shares; 2026Q1: 490 shares; 2026Q2: 40 shares 40 $5.63K <0.01% -450 Timeline MSCI MSCI INC More: the full row for MSCI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10 shares; 2026Q2: 10 shares 10 $5.6K <0.01% 0 Timeline MICC MAGNUM ICE CREAM CO NV More: the full row for MAGNUM ICE CREAM CO NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 120 shares; 2026Q1: 300 shares; 2026Q2: 300 shares 300 $5.22K <0.01% 0 Timeline ILMN ILLUMINA INC More: the full row for ILLUMINA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 25 shares; 2025Q1: 70 shares; 2025Q2: 25 shares; 2025Q3: 25 shares; 2025Q4: 25 shares; 2026Q1: 25 shares; 2026Q2: 25 shares 25 $4.4K <0.01% 0 Timeline ALAB ASTERA LABS INC More: the full row for ASTERA LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9 shares; 2026Q2: 9 shares 9 $4.35K <0.01% 0 Timeline VTRS VIATRIS INC More: the full row for VIATRIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 94 shares; 2025Q4: not reported; 2026Q1: 248 shares; 2026Q2: 248 shares 248 $3.94K <0.01% 0 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 33 shares; 2025Q4: 33 shares; 2026Q1: 33 shares; 2026Q2: 33 shares 33 $3.85K <0.01% 0 Timeline ENPH ENPHASE ENERGY INC More: the full row for ENPHASE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 75 shares; 2025Q1: 75 shares; 2025Q2: 75 shares; 2025Q3: 75 shares; 2025Q4: 75 shares; 2026Q1: 75 shares; 2026Q2: 75 shares 75 $3.69K <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; 2024Q3: 400 shares; 2024Q4: 400 shares; 2025Q1: 133 shares; 2025Q2: 11 shares; 2025Q3: 11 shares; 2025Q4: 11 shares; 2026Q1: 11 shares; 2026Q2: 44 shares 44 $3.55K <0.01% +33 Timeline METCB RAMACO RES INC More: the full row for RAMACO RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 358 shares; 2025Q3: 362 shares; 2025Q4: 368 shares; 2026Q1: 373 shares; 2026Q2: 377 shares 377 $3.23K <0.01% +4 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 15 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7 shares; 2025Q4: 3 shares; 2026Q1: 3 shares; 2026Q2: 3 shares 3 $2.94K <0.01% 0 Timeline RIVN RIVIAN AUTOMOTIVE INC More: the full row for RIVIAN AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 160 shares; 2024Q4: 160 shares; 2025Q1: 160 shares; 2025Q2: 160 shares; 2025Q3: 160 shares; 2025Q4: 160 shares; 2026Q1: 160 shares; 2026Q2: 160 shares 160 $2.78K <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; 2024Q3: 41 shares; 2024Q4: 43 shares; 2025Q1: 44 shares; 2025Q2: 43 shares; 2025Q3: 43 shares; 2025Q4: 43 shares; 2026Q1: 43 shares; 2026Q2: 43 shares 43 $2.75K <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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 12 shares 12 $2.69K <0.01% new Timeline HONA HONEYWELL AEROSPACE INC More: the full row for HONEYWELL AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 12 shares 12 $2.65K <0.01% new Timeline SEDG SOLAREDGE TECHNOLOGIES INC More: the full row for SOLAREDGE TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 45 shares; 2025Q1: 45 shares; 2025Q2: 45 shares; 2025Q3: 45 shares; 2025Q4: 45 shares; 2026Q1: 45 shares; 2026Q2: 45 shares 45 $2.63K <0.01% 0 Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 333 shares; 2024Q4: 482 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 70 shares; 2025Q4: 27 shares; 2026Q1: 27 shares; 2026Q2: 27 shares 27 $2.46K <0.01% 0 Timeline RJF RAYMOND JAMES FINL INC More: the full row for RAYMOND JAMES FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 16 shares; 2025Q4: 16 shares; 2026Q1: 16 shares; 2026Q2: 16 shares 16 $2.43K <0.01% 0 Timeline A AGILENT TECHNOLOGIES INC More: the full row for AGILENT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 22 shares; 2025Q4: 18 shares; 2026Q1: 18 shares; 2026Q2: 18 shares 18 $2.39K <0.01% 0 Timeline STRZ STARZ ENTERTAINMENT CORP. More: the full row for STARZ ENTERTAINMENT CORP. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 74 shares; 2025Q3: 74 shares; 2025Q4: 74 shares; 2026Q1: 74 shares; 2026Q2: 74 shares 74 $2.14K <0.01% 0 Timeline SDGR SCHRODINGER INC More: the full row for SCHRODINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 105 shares; 2026Q2: 105 shares 105 $1.71K <0.01% 0 Timeline KD KYNDRYL HLDGS INC More: the full row for KYNDRYL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 125 shares; 2024Q4: 125 shares; 2025Q1: 127 shares; 2025Q2: 125 shares; 2025Q3: 125 shares; 2025Q4: 125 shares; 2026Q1: 125 shares; 2026Q2: 125 shares 125 $1.41K <0.01% 0 Timeline HELP CYBIN INC More: the full row for CYBIN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 197 shares; 2024Q4: 197 shares; 2025Q1: 197 shares; 2025Q2: 197 shares; 2025Q3: 197 shares; 2025Q4: 197 shares; 2026Q1: 197 shares; 2026Q2: 197 shares 197 $1.3K <0.01% 0 Timeline CLNE CLEAN ENERGY FUELS CORP More: the full row for CLEAN ENERGY FUELS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 360 shares; 2024Q4: 360 shares; 2025Q1: 360 shares; 2025Q2: 360 shares; 2025Q3: 360 shares; 2025Q4: 360 shares; 2026Q1: 360 shares; 2026Q2: 360 shares 360 $738 <0.01% 0 Timeline BRO BROWN & BROWN INC More: the full row for BROWN & BROWN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9 shares; 2025Q4: 9 shares; 2026Q1: 9 shares; 2026Q2: 9 shares 9 $578 <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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5 shares; 2026Q1: 5 shares; 2026Q2: 5 shares 5 $443 <0.01% 0 Timeline NLOP NET LEASE OFFICE PROPERTIES More: the full row for NET LEASE OFFICE PROPERTIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 33 shares 33 $368 <0.01% new Timeline GRAL GRAIL INC More: the full row for GRAIL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 4 shares; 2025Q1: 12 shares; 2025Q2: 4 shares; 2025Q3: 4 shares; 2025Q4: 4 shares; 2026Q1: 4 shares; 2026Q2: 4 shares 4 $274 <0.01% 0 Timeline OLED UNIVERSAL DISPLAY CORP More: the full row for UNIVERSAL DISPLAY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 39 shares; 2024Q4: 39 shares; 2025Q1: 1 shares; 2025Q2: 1 shares; 2025Q3: 1 shares; 2025Q4: 1 shares; 2026Q1: 1 shares; 2026Q2: 1 shares 1 $87 <0.01% 0 Timeline OPENW OPENDOOR TECHNOLOGIES INC More: the full row for OPENDOOR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 76 shares; 2026Q1: 76 shares; 2026Q2: 76 shares 76 $38 <0.01% 0 Timeline SPWR SUNPOWER INC More: the full row for SUNPOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 52 shares; 2024Q4: 52 shares; 2025Q1: 52 shares; 2025Q2: 52 shares; 2025Q3: 52 shares; 2025Q4: 52 shares; 2026Q1: 52 shares; 2026Q2: 52 shares 52 $36 <0.01% 0 Timeline WPRT WESTPORT FUEL SYSTEMS INC More: the full row for WESTPORT FUEL SYSTEMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13 shares; 2024Q4: 13 shares; 2025Q1: 13 shares; 2025Q2: 13 shares; 2025Q3: 13 shares; 2025Q4: 13 shares; 2026Q1: 13 shares; 2026Q2: 13 shares 13 $30 <0.01% 0 Timeline OPENL OPENDOOR TECHNOLOGIES INC More: the full row for OPENDOOR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 76 shares; 2026Q1: 76 shares; 2026Q2: 76 shares 76 $22 <0.01% 0 Timeline OPENZ OPENDOOR TECHNOLOGIES INC More: the full row for OPENDOOR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 76 shares; 2026Q1: 76 shares; 2026Q2: 76 shares 76 $19 <0.01% 0 Timeline PIO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,881 shares; 2025Q2: 2,881 shares; 2025Q3: 2,881 shares; 2025Q4: 2,881 shares; 2026Q1: 0 shares; 2026Q2: 0 shares 0 $11 <0.01% 0 Amount filed as zero, left out of ratios. Timeline OLB OLB GROUP INC More: the full row for OLB GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 36,050 shares; 2024Q4: 36,050 shares; 2025Q1: 36,050 shares; 2025Q2: 36,050 shares; 2025Q3: 72,100 shares; 2025Q4: 36,050 shares; 2026Q1: 36,050 shares; 2026Q2: 36,050 shares 36,050 $0 0% 0 Value filed as zero, left out of ratios. Timeline