IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 313,899 shares; 2025Q1: 299,347 shares; 2025Q2: 265,936 shares; 2025Q3: 265,802 shares; 2025Q4: 277,807 shares; 2026Q1: 278,151 shares; 2026Q2: 250,986 shares; 2026Q3: 222,871 shares 222,871 $171M 13% -28,115 Timeline VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,515,181 shares; 2025Q1: 1,751,162 shares; 2025Q2: 1,805,531 shares; 2025Q3: 1,884,587 shares; 2025Q4: 2,050,810 shares; 2026Q1: 2,125,722 shares; 2026Q2: 2,296,384 shares; 2026Q3: 2,322,605 shares 2,322,605 $132M 10.02% +26,221 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 818,296 shares; 2025Q1: 943,280 shares; 2025Q2: 961,584 shares; 2025Q3: 1,018,391 shares; 2025Q4: 1,076,871 shares; 2026Q1: 1,121,853 shares; 2026Q2: 1,136,555 shares; 2026Q3: 1,031,869 shares 1,031,869 $100M 7.61% -104,686 Timeline SCHO SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,666,108 shares; 2025Q1: 1,807,628 shares; 2025Q2: 2,125,226 shares; 2025Q3: 2,234,276 shares; 2025Q4: 2,443,542 shares; 2026Q1: 2,576,647 shares; 2026Q2: 2,758,500 shares; 2026Q3: 2,768,028 shares 2,768,028 $66M 5.03% +9,528 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 953,172 shares; 2025Q1: 973,741 shares; 2025Q2: 976,846 shares; 2025Q3: 988,094 shares; 2025Q4: 965,131 shares; 2026Q1: 927,706 shares; 2026Q2: 908,557 shares; 2026Q3: 866,844 shares 866,844 $62.4M 4.75% -41,713 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 10,245 shares; 2025Q1: 11,144 shares; 2025Q2: 170,989 shares; 2025Q3: 176,216 shares; 2025Q4: 190,142 shares; 2026Q1: 260,202 shares; 2026Q2: 279,871 shares; 2026Q3: 280,264 shares 280,264 $58.3M 4.44% +393 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 489,831 shares; 2025Q1: 490,271 shares; 2025Q2: 489,981 shares; 2025Q3: 493,744 shares; 2025Q4: 482,912 shares; 2026Q1: 462,245 shares; 2026Q2: 448,700 shares; 2026Q3: 427,451 shares 427,451 $58.2M 4.43% -21,249 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,508,454 shares; 2025Q1: 3,214,370 shares; 2025Q2: 2,581,836 shares; 2025Q3: 2,537,597 shares; 2025Q4: 2,472,943 shares; 2026Q1: 2,426,254 shares; 2026Q2: 2,083,081 shares; 2026Q3: 1,840,777 shares 1,840,777 $55.2M 4.21% -242,304 Timeline ELMT ELMET GROUP CO (THE) More: the full row for ELMET GROUP CO (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 2,441,934 shares 2,441,934 $48.7M 3.71% new Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 741,557 shares; 2025Q1: 760,780 shares; 2025Q2: 773,440 shares; 2025Q3: 787,763 shares; 2025Q4: 841,625 shares; 2026Q1: 871,116 shares; 2026Q2: 908,714 shares; 2026Q3: 911,775 shares 911,775 $46.7M 3.56% +3,061 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 316,189 shares; 2025Q1: 327,152 shares; 2025Q2: 330,790 shares; 2025Q3: 344,037 shares; 2025Q4: 378,823 shares; 2026Q1: 393,454 shares; 2026Q2: 422,012 shares; 2026Q3: 429,111 shares 429,111 $38.5M 2.93% +7,099 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 369,359 shares; 2025Q1: 415,196 shares; 2025Q2: 424,871 shares; 2025Q3: 436,528 shares; 2025Q4: 439,063 shares; 2026Q1: 468,008 shares; 2026Q2: 468,405 shares; 2026Q3: 459,007 shares 459,007 $37.7M 2.87% -9,398 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 176,767 shares; 2025Q1: 199,235 shares; 2025Q2: 205,536 shares; 2025Q3: 264,404 shares; 2025Q4: 259,127 shares; 2026Q1: 195,079 shares; 2026Q2: 366,588 shares; 2026Q3: 333,848 shares 333,848 $33.6M 2.56% -32,740 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,051,358 shares; 2025Q1: 1,285,947 shares; 2025Q2: 1,270,080 shares; 2025Q3: 1,253,779 shares; 2025Q4: 1,246,901 shares; 2026Q1: 1,247,016 shares; 2026Q2: 1,236,006 shares; 2026Q3: 1,110,690 shares 1,110,690 $30.5M 2.32% -125,316 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 311,160 shares; 2025Q1: 311,078 shares; 2025Q2: 308,121 shares; 2025Q3: 336,435 shares; 2025Q4: 329,412 shares; 2026Q1: 394,721 shares; 2026Q2: 410,543 shares; 2026Q3: 378,252 shares 378,252 $22.4M 1.71% -32,291 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 68,915 shares; 2025Q1: 66,879 shares; 2025Q2: 65,113 shares; 2025Q3: 64,871 shares; 2025Q4: 62,297 shares; 2026Q1: 61,636 shares; 2026Q2: 61,767 shares; 2026Q3: 59,816 shares 59,816 $19.9M 1.52% -1,951 Timeline SCHM SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 623,035 shares; 2025Q1: 630,649 shares; 2025Q2: 625,653 shares; 2025Q3: 619,752 shares; 2025Q4: 626,905 shares; 2026Q1: 559,777 shares; 2026Q2: 537,014 shares; 2026Q3: 472,836 shares 472,836 $16.1M 1.23% -64,178 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 635,493 shares; 2025Q1: 629,681 shares; 2025Q2: 627,780 shares; 2025Q3: 622,143 shares; 2025Q4: 619,041 shares; 2026Q1: 541,218 shares; 2026Q2: 517,818 shares; 2026Q3: 455,687 shares 455,687 $14.9M 1.13% -62,131 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 25,505 shares; 2025Q1: 25,380 shares; 2025Q2: 23,861 shares; 2025Q3: 20,783 shares; 2025Q4: 20,507 shares; 2026Q1: 20,540 shares; 2026Q2: 20,781 shares; 2026Q3: 19,989 shares 19,989 $14M 1.07% -792 Timeline BCI ABRDN ETFS More: the full row for ABRDN ETFS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,280 shares; 2025Q1: 2,280 shares; 2025Q2: 2,280 shares; 2025Q3: 2,280 shares; 2025Q4: 2,280 shares; 2026Q1: 433,830 shares; 2026Q2: 500,930 shares; 2026Q3: 479,577 shares 479,577 $12.4M 0.94% -21,353 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 45,603 shares; 2025Q1: 44,134 shares; 2025Q2: 43,717 shares; 2025Q3: 43,125 shares; 2025Q4: 39,116 shares; 2026Q1: 38,873 shares; 2026Q2: 38,072 shares; 2026Q3: 37,094 shares 37,094 $12.3M 0.93% -978 Timeline IDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 354,291 shares; 2025Q1: 336,950 shares; 2025Q2: 329,412 shares; 2025Q3: 323,738 shares; 2025Q4: 326,329 shares; 2026Q1: 299,629 shares; 2026Q2: 283,010 shares; 2026Q3: 284,103 shares 284,103 $12M 0.91% +1,093 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 21,077 shares; 2025Q1: 20,190 shares; 2025Q2: 19,701 shares; 2025Q3: 20,228 shares; 2025Q4: 19,432 shares; 2026Q1: 19,133 shares; 2026Q2: 19,876 shares; 2026Q3: 19,125 shares 19,125 $9.81M 0.75% -751 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 31,627 shares; 2025Q1: 30,833 shares; 2025Q2: 29,661 shares; 2025Q3: 27,581 shares; 2025Q4: 26,205 shares; 2026Q1: 25,751 shares; 2026Q2: 25,469 shares; 2026Q3: 20,362 shares 20,362 $7.01M 0.53% -5,107 Timeline SCHE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 159,062 shares; 2025Q1: 159,662 shares; 2025Q2: 156,127 shares; 2025Q3: 152,635 shares; 2025Q4: 151,201 shares; 2026Q1: 188,681 shares; 2026Q2: 196,346 shares; 2026Q3: 175,406 shares 175,406 $6.39M 0.49% -20,940 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 27,807 shares; 2025Q1: 26,457 shares; 2025Q2: 26,391 shares; 2025Q3: 25,968 shares; 2025Q4: 24,418 shares; 2026Q1: 23,641 shares; 2026Q2: 23,282 shares; 2026Q3: 22,705 shares 22,705 $6.01M 0.46% -577 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 39,575 shares; 2025Q1: 36,116 shares; 2025Q2: 34,956 shares; 2025Q3: 35,151 shares; 2025Q4: 35,285 shares; 2026Q1: 31,959 shares; 2026Q2: 29,722 shares; 2026Q3: 28,925 shares 28,925 $5.66M 0.43% -797 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 21,909 shares; 2025Q1: 21,893 shares; 2025Q2: 21,161 shares; 2025Q3: 21,308 shares; 2025Q4: 19,978 shares; 2026Q1: 19,883 shares; 2026Q2: 20,064 shares; 2026Q3: 18,882 shares 18,882 $4.7M 0.36% -1,182 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 25,238 shares; 2025Q1: 23,228 shares; 2025Q2: 23,247 shares; 2025Q3: 23,462 shares; 2025Q4: 23,037 shares; 2026Q1: 20,754 shares; 2026Q2: 18,620 shares; 2026Q3: 18,071 shares 18,071 $4.17M 0.32% -549 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 16,699 shares; 2025Q1: 16,740 shares; 2025Q2: 16,177 shares; 2025Q3: 15,977 shares; 2025Q4: 15,299 shares; 2026Q1: 11,164 shares; 2026Q2: 10,061 shares; 2026Q3: 7,759 shares 7,759 $3.97M 0.3% -2,302 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 25,632 shares; 2025Q1: 24,860 shares; 2025Q2: 23,312 shares; 2025Q3: 23,185 shares; 2025Q4: 21,529 shares; 2026Q1: 21,926 shares; 2026Q2: 21,748 shares; 2026Q3: 20,811 shares 20,811 $3.86M 0.29% -937 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 14,006 shares; 2025Q1: 19,168 shares; 2025Q2: 18,663 shares; 2025Q3: 18,196 shares; 2025Q4: 17,899 shares; 2026Q1: 17,191 shares; 2026Q2: 17,217 shares; 2026Q3: 16,392 shares 16,392 $3.74M 0.29% -825 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 26,043 shares; 2025Q1: 26,043 shares; 2025Q2: 23,070 shares; 2025Q3: 23,220 shares; 2025Q4: 23,220 shares; 2026Q1: 23,120 shares; 2026Q2: 21,337 shares; 2026Q3: 23,103 shares 23,103 $3.59M 0.27% +1,766 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 9,318 shares; 2025Q1: 9,282 shares; 2025Q2: 9,282 shares; 2025Q3: 9,337 shares; 2025Q4: 8,437 shares; 2026Q1: 9,077 shares; 2026Q2: 8,938 shares; 2026Q3: 8,853 shares 8,853 $3.52M 0.27% -85 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,790 shares; 2025Q1: 4,848 shares; 2025Q2: 5,295 shares; 2025Q3: 5,273 shares; 2025Q4: 5,257 shares; 2026Q1: 5,229 shares; 2026Q2: 5,095 shares; 2026Q3: 4,490 shares 4,490 $3.42M 0.26% -605 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 21,500 shares; 2025Q1: 21,500 shares; 2025Q2: 21,500 shares; 2025Q3: 21,500 shares; 2025Q4: 21,500 shares; 2026Q1: 21,500 shares; 2026Q2: 21,500 shares; 2026Q3: 21,500 shares 21,500 $3.39M 0.26% 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; 2024Q4: 22,980 shares; 2025Q1: 22,620 shares; 2025Q2: 21,945 shares; 2025Q3: 21,334 shares; 2025Q4: 20,517 shares; 2026Q1: 20,569 shares; 2026Q2: 20,196 shares; 2026Q3: 18,058 shares 18,058 $3.23M 0.25% -2,138 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 16,686 shares; 2025Q1: 15,886 shares; 2025Q2: 15,818 shares; 2025Q3: 15,460 shares; 2025Q4: 14,456 shares; 2026Q1: 14,003 shares; 2026Q2: 13,908 shares; 2026Q3: 13,820 shares 13,820 $3.04M 0.23% -88 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 14,074 shares; 2025Q1: 12,429 shares; 2025Q2: 12,715 shares; 2025Q3: 11,937 shares; 2025Q4: 11,721 shares; 2026Q1: 11,166 shares; 2026Q2: 12,051 shares; 2026Q3: 11,580 shares 11,580 $3.03M 0.23% -471 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,253 shares; 2025Q1: 3,203 shares; 2025Q2: 3,199 shares; 2025Q3: 3,158 shares; 2025Q4: 2,596 shares; 2026Q1: 2,590 shares; 2026Q2: 2,515 shares; 2026Q3: 2,514 shares 2,514 $2.91M 0.22% -1 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 38,652 shares; 2025Q1: 35,380 shares; 2025Q2: 36,211 shares; 2025Q3: 33,730 shares; 2025Q4: 33,347 shares; 2026Q1: 31,439 shares; 2026Q2: 28,999 shares; 2026Q3: 26,814 shares 26,814 $2.89M 0.22% -2,185 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,248 shares; 2025Q1: 1,212 shares; 2025Q2: 1,314 shares; 2025Q3: 5,902 shares; 2025Q4: 5,641 shares; 2026Q1: 5,625 shares; 2026Q2: 5,336 shares; 2026Q3: 4,598 shares 4,598 $2.81M 0.21% -738 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 28,249 shares; 2025Q1: 27,501 shares; 2025Q2: 25,617 shares; 2025Q3: 25,273 shares; 2025Q4: 23,093 shares; 2026Q1: 22,608 shares; 2026Q2: 22,097 shares; 2026Q3: 20,771 shares 20,771 $2.69M 0.2% -1,326 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 24,976 shares; 2025Q1: 23,733 shares; 2025Q2: 23,375 shares; 2025Q3: 23,650 shares; 2025Q4: 21,359 shares; 2026Q1: 20,472 shares; 2026Q2: 20,678 shares; 2026Q3: 19,742 shares 19,742 $2.5M 0.19% -936 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 86,964 shares; 2025Q1: 78,673 shares; 2025Q2: 81,444 shares; 2025Q3: 81,298 shares; 2025Q4: 80,720 shares; 2026Q1: 77,476 shares; 2026Q2: 76,656 shares; 2026Q3: 76,233 shares 76,233 $2.48M 0.19% -423 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 11,959 shares; 2025Q1: 11,559 shares; 2025Q2: 11,280 shares; 2025Q3: 11,265 shares; 2025Q4: 10,465 shares; 2026Q1: 10,379 shares; 2026Q2: 10,100 shares; 2026Q3: 9,362 shares 9,362 $2.39M 0.18% -738 Timeline DSI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 27,390 shares; 2025Q1: 26,086 shares; 2025Q2: 25,694 shares; 2025Q3: 25,334 shares; 2025Q4: 24,729 shares; 2026Q1: 17,200 shares; 2026Q2: 16,243 shares; 2026Q3: 16,243 shares 16,243 $2.37M 0.18% 0 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,553 shares; 2025Q1: 5,335 shares; 2025Q2: 4,929 shares; 2025Q3: 4,899 shares; 2025Q4: 4,576 shares; 2026Q1: 4,450 shares; 2026Q2: 4,470 shares; 2026Q3: 4,317 shares 4,317 $2.26M 0.17% -153 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 29,279 shares; 2025Q1: 30,799 shares; 2025Q2: 29,565 shares; 2025Q3: 28,312 shares; 2025Q4: 26,160 shares; 2026Q1: 25,599 shares; 2026Q2: 25,087 shares; 2026Q3: 21,682 shares 21,682 $2.25M 0.17% -3,405 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,278 shares; 2025Q1: 5,709 shares; 2025Q2: 5,753 shares; 2025Q3: 5,823 shares; 2025Q4: 5,688 shares; 2026Q1: 5,481 shares; 2026Q2: 5,297 shares; 2026Q3: 5,293 shares 5,293 $2.23M 0.17% -4 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 52,519 shares; 2025Q1: 41,359 shares; 2025Q2: 41,678 shares; 2025Q3: 41,085 shares; 2025Q4: 39,496 shares; 2026Q1: 40,105 shares; 2026Q2: 40,082 shares; 2026Q3: 31,508 shares 31,508 $2.22M 0.17% -8,574 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 7,862 shares; 2025Q1: 7,707 shares; 2025Q2: 7,220 shares; 2025Q3: 7,483 shares; 2025Q4: 7,138 shares; 2026Q1: 10,243 shares; 2026Q2: 9,795 shares; 2026Q3: 9,292 shares 9,292 $2.13M 0.16% -503 Timeline FBND FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 45,535 shares; 2025Q1: 45,535 shares; 2025Q2: 44,198 shares; 2025Q3: 44,198 shares; 2025Q4: 44,198 shares; 2026Q1: 44,198 shares; 2026Q2: 48,039 shares; 2026Q3: 48,039 shares 48,039 $2.08M 0.16% 0 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 79,189 shares; 2025Q1: 74,284 shares; 2025Q2: 69,753 shares; 2025Q3: 65,090 shares; 2025Q4: 59,898 shares; 2026Q1: 44,363 shares; 2026Q2: 44,591 shares; 2026Q3: 43,554 shares 43,554 $2M 0.15% -1,037 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,826 shares; 2025Q1: 6,676 shares; 2025Q2: 6,445 shares; 2025Q3: 6,495 shares; 2025Q4: 6,156 shares; 2026Q1: 5,996 shares; 2026Q2: 5,694 shares; 2026Q3: 5,517 shares 5,517 $1.98M 0.15% -177 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,431 shares; 2025Q1: 2,453 shares; 2025Q2: 2,294 shares; 2025Q3: 3,134 shares; 2025Q4: 2,842 shares; 2026Q1: 2,813 shares; 2026Q2: 2,858 shares; 2026Q3: 2,733 shares 2,733 $1.98M 0.15% -125 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,768 shares; 2025Q1: 4,370 shares; 2025Q2: 4,096 shares; 2025Q3: 4,044 shares; 2025Q4: 3,797 shares; 2026Q1: 3,797 shares; 2026Q2: 4,106 shares; 2026Q3: 3,896 shares 3,896 $1.94M 0.15% -210 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 10,361 shares; 2025Q1: 10,083 shares; 2025Q2: 10,529 shares; 2025Q3: 10,310 shares; 2025Q4: 11,566 shares; 2026Q1: 10,828 shares; 2026Q2: 10,431 shares; 2026Q3: 10,461 shares 10,461 $1.93M 0.15% +30 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 9,642 shares; 2025Q1: 9,356 shares; 2025Q2: 9,363 shares; 2025Q3: 9,078 shares; 2025Q4: 8,950 shares; 2026Q1: 8,820 shares; 2026Q2: 8,544 shares; 2026Q3: 8,045 shares 8,045 $1.86M 0.14% -499 Timeline SCHZ SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 97,261 shares; 2025Q1: 97,412 shares; 2025Q2: 97,520 shares; 2025Q3: 101,347 shares; 2025Q4: 96,397 shares; 2026Q1: 85,993 shares; 2026Q2: 83,589 shares; 2026Q3: 83,589 shares 83,589 $1.85M 0.14% 0 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 20,980 shares; 2025Q1: 20,687 shares; 2025Q2: 20,538 shares; 2025Q3: 20,222 shares; 2025Q4: 20,075 shares; 2026Q1: 20,196 shares; 2026Q2: 20,059 shares; 2026Q3: 5,375 shares 5,375 $1.83M 0.14% -14,684 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,478 shares; 2025Q1: 5,483 shares; 2025Q2: 10,028 shares; 2025Q3: 9,978 shares; 2025Q4: 9,381 shares; 2026Q1: 9,899 shares; 2026Q2: 9,824 shares; 2026Q3: 9,507 shares 9,507 $1.77M 0.13% -317 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 16,469 shares; 2025Q1: 16,512 shares; 2025Q2: 16,555 shares; 2025Q3: 16,614 shares; 2025Q4: 16,848 shares; 2026Q1: 16,848 shares; 2026Q2: 16,848 shares; 2026Q3: 16,789 shares 16,789 $1.76M 0.13% -59 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 11,943 shares; 2025Q1: 11,010 shares; 2025Q2: 10,974 shares; 2025Q3: 11,005 shares; 2025Q4: 10,777 shares; 2026Q1: 9,745 shares; 2026Q2: 10,940 shares; 2026Q3: 11,067 shares 11,067 $1.72M 0.13% +127 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 11,793 shares; 2025Q1: 11,793 shares; 2025Q2: 11,793 shares; 2025Q3: 12,142 shares; 2025Q4: 12,083 shares; 2026Q1: 12,083 shares; 2026Q2: 12,083 shares; 2026Q3: 12,083 shares 12,083 $1.66M 0.13% 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; 2024Q4: 15 shares; 2025Q1: 15 shares; 2025Q2: 15 shares; 2025Q3: 15 shares; 2025Q4: 1,977 shares; 2026Q1: 1,992 shares; 2026Q2: 1,933 shares; 2026Q3: 1,843 shares 1,843 $1.66M 0.13% -90 Timeline ZS ZSCALER INC More: the full row for ZSCALER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 8,108 shares; 2026Q3: 8,273 shares 8,273 $1.65M 0.13% +165 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 8,535 shares; 2025Q1: 6,352 shares; 2025Q2: 6,102 shares; 2025Q3: 6,067 shares; 2025Q4: 5,949 shares; 2026Q1: 5,911 shares; 2026Q2: 23,571 shares; 2026Q3: 19,876 shares 19,876 $1.56M 0.12% -3,695 Timeline NTAP NETAPP INC More: the full row for NETAPP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 13,508 shares; 2025Q1: 12,795 shares; 2025Q2: 13,422 shares; 2025Q3: 13,112 shares; 2025Q4: 12,751 shares; 2026Q1: 11,227 shares; 2026Q2: 10,963 shares; 2026Q3: 7,365 shares 7,365 $1.55M 0.12% -3,598 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 9,130 shares; 2025Q1: 7,585 shares; 2025Q2: 7,492 shares; 2025Q3: 7,360 shares; 2025Q4: 7,400 shares; 2026Q1: 6,796 shares; 2026Q2: 20,829 shares; 2026Q3: 19,984 shares 19,984 $1.51M 0.12% -845 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; 2024Q4: 12,804 shares; 2025Q1: 12,374 shares; 2025Q2: 11,560 shares; 2025Q3: 11,565 shares; 2025Q4: 10,260 shares; 2026Q1: 10,027 shares; 2026Q2: 10,129 shares; 2026Q3: 9,911 shares 9,911 $1.51M 0.11% -218 Timeline XYLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 42,562 shares; 2025Q1: 42,562 shares; 2025Q2: 33,046 shares; 2025Q3: 33,046 shares; 2025Q4: 33,046 shares; 2026Q1: 33,046 shares; 2026Q2: 35,511 shares; 2026Q3: 35,511 shares 35,511 $1.47M 0.11% 0 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,371 shares; 2025Q1: 6,116 shares; 2025Q2: 5,655 shares; 2025Q3: 5,580 shares; 2025Q4: 5,294 shares; 2026Q1: 5,213 shares; 2026Q2: 5,458 shares; 2026Q3: 5,338 shares 5,338 $1.47M 0.11% -120 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 1,566 shares; 2025Q2: 1,633 shares; 2025Q3: 1,581 shares; 2025Q4: 1,539 shares; 2026Q1: 1,452 shares; 2026Q2: 1,418 shares; 2026Q3: 1,374 shares 1,374 $1.45M 0.11% -44 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 9,664 shares; 2025Q1: 9,137 shares; 2025Q2: 8,946 shares; 2025Q3: 9,088 shares; 2025Q4: 8,566 shares; 2026Q1: 8,346 shares; 2026Q2: 7,963 shares; 2026Q3: 7,767 shares 7,767 $1.43M 0.11% -196 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,060 shares; 2025Q1: 4,785 shares; 2025Q2: 4,822 shares; 2025Q3: 4,999 shares; 2025Q4: 4,793 shares; 2026Q1: 3,833 shares; 2026Q2: 3,651 shares; 2026Q3: 3,664 shares 3,664 $1.42M 0.11% +13 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; 2024Q4: 13,156 shares; 2025Q1: 13,014 shares; 2025Q2: 11,945 shares; 2025Q3: 11,808 shares; 2025Q4: 11,004 shares; 2026Q1: 10,794 shares; 2026Q2: 10,961 shares; 2026Q3: 10,765 shares 10,765 $1.39M 0.11% -196 Timeline VIRT VIRTU FINL INC More: the full row for VIRTU FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 30,777 shares; 2025Q1: 28,113 shares; 2025Q2: 29,197 shares; 2025Q3: 28,959 shares; 2025Q4: 28,604 shares; 2026Q1: 28,039 shares; 2026Q2: 26,428 shares; 2026Q3: 25,111 shares 25,111 $1.39M 0.11% -1,317 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,688 shares; 2025Q1: 4,602 shares; 2025Q2: 4,410 shares; 2025Q3: 4,385 shares; 2025Q4: 3,788 shares; 2026Q1: 3,694 shares; 2026Q2: 3,708 shares; 2026Q3: 3,549 shares 3,549 $1.38M 0.11% -159 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,411 shares; 2025Q1: 5,331 shares; 2025Q2: 4,953 shares; 2025Q3: 4,817 shares; 2025Q4: 4,341 shares; 2026Q1: 4,536 shares; 2026Q2: 4,462 shares; 2026Q3: 4,157 shares 4,157 $1.38M 0.11% -305 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,303 shares; 2025Q1: 2,843 shares; 2025Q2: 2,685 shares; 2025Q3: 2,705 shares; 2025Q4: 2,530 shares; 2026Q1: 3,504 shares; 2026Q2: 3,327 shares; 2026Q3: 3,131 shares 3,131 $1.36M 0.1% -196 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 8,723 shares; 2025Q1: 8,539 shares; 2025Q2: 8,000 shares; 2025Q3: 7,659 shares; 2025Q4: 12,867 shares; 2026Q1: 12,141 shares; 2026Q2: 11,693 shares; 2026Q3: 12,396 shares 12,396 $1.35M 0.1% +703 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 42,045 shares; 2025Q1: 26,854 shares; 2025Q2: 26,474 shares; 2025Q3: 25,990 shares; 2025Q4: 24,576 shares; 2026Q1: 23,789 shares; 2026Q2: 23,737 shares; 2026Q3: 21,567 shares 21,567 $1.35M 0.1% -2,170 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,609 shares; 2025Q1: 3,283 shares; 2025Q2: 3,297 shares; 2025Q3: 3,255 shares; 2025Q4: 3,272 shares; 2026Q1: 3,258 shares; 2026Q2: 4,755 shares; 2026Q3: 4,668 shares 4,668 $1.33M 0.1% -87 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 18,204 shares; 2025Q1: 17,865 shares; 2025Q2: 17,574 shares; 2025Q3: 20,436 shares; 2025Q4: 21,150 shares; 2026Q1: 21,385 shares; 2026Q2: 21,994 shares; 2026Q3: 16,226 shares 16,226 $1.32M 0.1% -5,768 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 21,522 shares; 2025Q1: 20,428 shares; 2025Q2: 21,133 shares; 2025Q3: 20,000 shares; 2025Q4: 18,464 shares; 2026Q1: 16,572 shares; 2026Q2: 16,008 shares; 2026Q3: 15,873 shares 15,873 $1.32M 0.1% -135 Timeline VEEV VEEVA SYS INC More: the full row for VEEVA SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,051 shares; 2026Q3: 4,589 shares 4,589 $1.31M 0.1% -462 Timeline HPQ HP INC More: the full row for HP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 42,710 shares; 2026Q2: 41,277 shares; 2026Q3: 41,172 shares 41,172 $1.29M 0.1% -105 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,919 shares; 2025Q1: 6,180 shares; 2025Q2: 5,474 shares; 2025Q3: 10,235 shares; 2025Q4: 28,122 shares; 2026Q1: 30,191 shares; 2026Q2: 6,361 shares; 2026Q3: 6,483 shares 6,483 $1.27M 0.1% +122 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 9,845 shares; 2025Q1: 9,845 shares; 2025Q2: 9,845 shares; 2025Q3: 9,845 shares; 2025Q4: 9,799 shares; 2026Q1: 9,799 shares; 2026Q2: 9,799 shares; 2026Q3: 9,799 shares 9,799 $1.26M 0.1% 0 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 9,985 shares; 2025Q1: 9,985 shares; 2025Q2: 9,985 shares; 2025Q3: 11,168 shares; 2025Q4: 11,168 shares; 2026Q1: 11,168 shares; 2026Q2: 11,168 shares; 2026Q3: 11,168 shares 11,168 $1.22M 0.09% 0 Timeline FNDE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 17,533 shares; 2025Q1: 10,669 shares; 2025Q2: 11,904 shares; 2025Q3: 14,851 shares; 2025Q4: 14,054 shares; 2026Q1: 12,733 shares; 2026Q2: 28,272 shares; 2026Q3: 28,772 shares 28,772 $1.2M 0.09% +500 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,240 shares; 2025Q1: 6,180 shares; 2025Q2: 6,093 shares; 2025Q3: 5,811 shares; 2025Q4: 5,714 shares; 2026Q1: 6,272 shares; 2026Q2: 6,931 shares; 2026Q3: 7,185 shares 7,185 $1.2M 0.09% +254 Timeline EUSA ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 24,159 shares; 2025Q1: 39,060 shares; 2025Q2: 41,844 shares; 2025Q3: 45,638 shares; 2025Q4: 25,170 shares; 2026Q1: 14,421 shares; 2026Q2: 10,953 shares; 2026Q3: 10,262 shares 10,262 $1.14M 0.09% -691 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 185 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 18,476 shares; 2026Q3: 16,787 shares 16,787 $1.14M 0.09% -1,689 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,227 shares; 2025Q1: 4,873 shares; 2025Q2: 4,907 shares; 2025Q3: 4,682 shares; 2025Q4: 4,227 shares; 2026Q1: 4,227 shares; 2026Q2: 4,407 shares; 2026Q3: 4,407 shares 4,407 $1.14M 0.09% 0 Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,998 shares; 2025Q1: 4,791 shares; 2025Q2: 4,487 shares; 2025Q3: 4,421 shares; 2025Q4: 4,111 shares; 2026Q1: 4,104 shares; 2026Q2: 4,083 shares; 2026Q3: 3,845 shares 3,845 $1.09M 0.08% -238 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,589 shares; 2025Q1: 4,666 shares; 2025Q2: 4,577 shares; 2025Q3: 4,823 shares; 2025Q4: 4,703 shares; 2026Q1: 4,514 shares; 2026Q2: 4,449 shares; 2026Q3: 3,071 shares 3,071 $1.08M 0.08% -1,378 Timeline GVI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 12,202 shares; 2025Q1: 11,042 shares; 2025Q2: 9,343 shares; 2025Q3: 9,650 shares; 2025Q4: 9,651 shares; 2026Q1: 9,471 shares; 2026Q2: 9,377 shares; 2026Q3: 10,463 shares 10,463 $1.08M 0.08% +1,086 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 29,090 shares; 2025Q1: 27,220 shares; 2025Q2: 27,347 shares; 2025Q3: 26,748 shares; 2025Q4: 25,769 shares; 2026Q1: 23,406 shares; 2026Q2: 22,978 shares; 2026Q3: 23,003 shares 23,003 $1.07M 0.08% +25 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 36,695 shares; 2025Q1: 32,816 shares; 2025Q2: 33,415 shares; 2025Q3: 30,165 shares; 2025Q4: 27,587 shares; 2026Q1: 7,289 shares; 2026Q2: 6,551 shares; 2026Q3: 6,519 shares 6,519 $1M 0.08% -32 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,101 shares; 2025Q1: 1,101 shares; 2025Q2: 1,101 shares; 2025Q3: 4,360 shares; 2025Q4: 3,946 shares; 2026Q1: 5,951 shares; 2026Q2: 5,601 shares; 2026Q3: 5,398 shares 5,398 $990K 0.08% -203 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,895 shares; 2025Q1: 5,463 shares; 2025Q2: 5,607 shares; 2025Q3: 5,065 shares; 2025Q4: 4,892 shares; 2026Q1: 4,519 shares; 2026Q2: 4,384 shares; 2026Q3: 4,436 shares 4,436 $986K 0.08% +52 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 10,653 shares; 2025Q1: 9,996 shares; 2025Q2: 10,521 shares; 2025Q3: 9,808 shares; 2025Q4: 9,535 shares; 2026Q1: 8,603 shares; 2026Q2: 8,604 shares; 2026Q3: 8,594 shares 8,594 $976K 0.07% -10 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 75,123 shares; 2025Q1: 69,470 shares; 2025Q2: 73,022 shares; 2025Q3: 58,208 shares; 2025Q4: 58,884 shares; 2026Q1: 53,386 shares; 2026Q2: 51,747 shares; 2026Q3: 39,818 shares 39,818 $972K 0.07% -11,929 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 11,175 shares; 2025Q1: 11,175 shares; 2025Q2: 10,611 shares; 2025Q3: 11,144 shares; 2025Q4: 10,467 shares; 2026Q1: 10,415 shares; 2026Q2: 11,140 shares; 2026Q3: 11,145 shares 11,145 $959K 0.07% +5 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,226 shares; 2025Q1: 1,247 shares; 2025Q2: 1,282 shares; 2025Q3: 1,282 shares; 2025Q4: 1,281 shares; 2026Q1: 1,231 shares; 2026Q2: 1,231 shares; 2026Q3: 1,179 shares 1,179 $956K 0.07% -52 Timeline FPE FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 55,973 shares; 2025Q1: 55,973 shares; 2025Q2: 55,973 shares; 2025Q3: 55,973 shares; 2025Q4: 55,973 shares; 2026Q1: 55,973 shares; 2026Q2: 55,973 shares; 2026Q3: 55,973 shares 55,973 $954K 0.07% 0 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 16,737 shares; 2025Q1: 16,980 shares; 2025Q2: 17,002 shares; 2025Q3: 27,971 shares; 2025Q4: 25,516 shares; 2026Q1: 24,917 shares; 2026Q2: 24,846 shares; 2026Q3: 24,842 shares 24,842 $942K 0.07% -4 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,388 shares; 2025Q1: 3,383 shares; 2025Q2: 3,238 shares; 2025Q3: 3,201 shares; 2025Q4: 3,146 shares; 2026Q1: 3,136 shares; 2026Q2: 3,129 shares; 2026Q3: 3,279 shares 3,279 $933K 0.07% +150 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 9,374 shares; 2025Q1: 9,374 shares; 2025Q2: 9,374 shares; 2025Q3: 9,830 shares; 2025Q4: 9,970 shares; 2026Q1: 9,970 shares; 2026Q2: 9,970 shares; 2026Q3: 9,219 shares 9,219 $932K 0.07% -751 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; 2024Q4: 5,513 shares; 2025Q1: 5,042 shares; 2025Q2: 5,161 shares; 2025Q3: 4,671 shares; 2025Q4: 4,498 shares; 2026Q1: 4,178 shares; 2026Q2: 4,032 shares; 2026Q3: 4,034 shares 4,034 $925K 0.07% +2 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,063 shares; 2025Q1: 2,063 shares; 2025Q2: 2,063 shares; 2025Q3: 2,013 shares; 2025Q4: 1,363 shares; 2026Q1: 1,363 shares; 2026Q2: 1,363 shares; 2026Q3: 1,363 shares 1,363 $915K 0.07% 0 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 15,629 shares; 2025Q1: 15,368 shares; 2025Q2: 14,963 shares; 2025Q3: 14,607 shares; 2025Q4: 13,657 shares; 2026Q1: 8,866 shares; 2026Q2: 8,893 shares; 2026Q3: 8,489 shares 8,489 $891K 0.07% -404 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,499 shares; 2025Q1: 4,483 shares; 2025Q2: 4,102 shares; 2025Q3: 4,342 shares; 2025Q4: 3,327 shares; 2026Q1: 3,163 shares; 2026Q2: 3,388 shares; 2026Q3: 6,123 shares 6,123 $890K 0.07% +2,735 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,103 shares; 2025Q1: 994 shares; 2025Q2: 994 shares; 2025Q3: 1,037 shares; 2025Q4: 1,046 shares; 2026Q1: 1,039 shares; 2026Q2: 1,006 shares; 2026Q3: 957 shares 957 $871K 0.07% -49 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,273 shares; 2025Q1: 6,036 shares; 2025Q2: 6,007 shares; 2025Q3: 5,788 shares; 2025Q4: 5,709 shares; 2026Q1: 5,597 shares; 2026Q2: 6,267 shares; 2026Q3: 5,935 shares 5,935 $862K 0.07% -332 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 8,478 shares; 2025Q1: 7,381 shares; 2025Q2: 7,578 shares; 2025Q3: 6,901 shares; 2025Q4: 6,645 shares; 2026Q1: 6,171 shares; 2026Q2: 5,752 shares; 2026Q3: 5,896 shares 5,896 $841K 0.06% +144 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 14,125 shares; 2025Q1: 12,063 shares; 2025Q2: 12,351 shares; 2025Q3: 11,301 shares; 2025Q4: 10,231 shares; 2026Q1: 8,444 shares; 2026Q2: 7,867 shares; 2026Q3: 7,194 shares 7,194 $830K 0.06% -673 Timeline RBLX ROBLOX CORP More: the full row for ROBLOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 19,306 shares 19,306 $818K 0.06% new Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 11,670 shares; 2025Q1: 10,963 shares; 2025Q2: 11,105 shares; 2025Q3: 10,186 shares; 2025Q4: 9,690 shares; 2026Q1: 9,464 shares; 2026Q2: 9,254 shares; 2026Q3: 9,438 shares 9,438 $814K 0.06% +184 Timeline MTB M & T BK CORP More: the full row for M & T BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,246 shares; 2025Q1: 4,134 shares; 2025Q2: 3,961 shares; 2025Q3: 3,961 shares; 2025Q4: 3,961 shares; 2026Q1: 3,859 shares; 2026Q2: 3,757 shares; 2026Q3: 3,702 shares 3,702 $806K 0.06% -55 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 9,650 shares; 2025Q1: 9,101 shares; 2025Q2: 9,386 shares; 2025Q3: 8,973 shares; 2025Q4: 8,857 shares; 2026Q1: 7,791 shares; 2026Q2: 8,358 shares; 2026Q3: 8,174 shares 8,174 $805K 0.06% -184 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 7,241 shares; 2025Q1: 6,681 shares; 2025Q2: 6,771 shares; 2025Q3: 6,614 shares; 2025Q4: 6,005 shares; 2026Q1: 5,491 shares; 2026Q2: 5,133 shares; 2026Q3: 5,127 shares 5,127 $803K 0.06% -6 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,706 shares; 2025Q1: 2,847 shares; 2025Q2: 2,905 shares; 2025Q3: 2,828 shares; 2025Q4: 2,828 shares; 2026Q1: 2,703 shares; 2026Q2: 2,795 shares; 2026Q3: 2,568 shares 2,568 $802K 0.06% -227 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; 2024Q4: 3,745 shares; 2025Q1: 3,560 shares; 2025Q2: 3,620 shares; 2025Q3: 3,390 shares; 2025Q4: 3,161 shares; 2026Q1: 2,945 shares; 2026Q2: 2,842 shares; 2026Q3: 2,902 shares 2,902 $775K 0.06% +60 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,764 shares; 2025Q1: 4,288 shares; 2025Q2: 4,284 shares; 2025Q3: 4,327 shares; 2025Q4: 4,085 shares; 2026Q1: 4,070 shares; 2026Q2: 3,916 shares; 2026Q3: 3,780 shares 3,780 $772K 0.06% -136 Timeline FSLR FIRST SOLAR INC More: the full row for FIRST SOLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,867 shares; 2025Q1: 5,124 shares; 2025Q2: 5,137 shares; 2025Q3: 5,126 shares; 2025Q4: 4,834 shares; 2026Q1: 4,672 shares; 2026Q2: 4,627 shares; 2026Q3: 4,389 shares 4,389 $769K 0.06% -238 Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,596 shares; 2025Q1: 1,573 shares; 2025Q2: 1,576 shares; 2025Q3: 1,533 shares; 2025Q4: 1,532 shares; 2026Q1: 1,502 shares; 2026Q2: 1,410 shares; 2026Q3: 1,400 shares 1,400 $731K 0.06% -10 Timeline EAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 7,843 shares; 2025Q1: 8,080 shares; 2025Q2: 7,920 shares; 2025Q3: 7,920 shares; 2025Q4: 8,211 shares; 2026Q1: 11,497 shares; 2026Q2: 15,353 shares; 2026Q3: 16,035 shares 16,035 $726K 0.06% +682 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,856 shares; 2025Q1: 2,451 shares; 2025Q2: 2,443 shares; 2025Q3: 2,443 shares; 2025Q4: 2,459 shares; 2026Q1: 2,457 shares; 2026Q2: 2,657 shares; 2026Q3: 2,593 shares 2,593 $721K 0.05% -64 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 15 shares; 2025Q1: 15 shares; 2025Q2: 15 shares; 2025Q3: 15 shares; 2025Q4: 50 shares; 2026Q1: 11,218 shares; 2026Q2: 11,009 shares; 2026Q3: 10,237 shares 10,237 $712K 0.05% -772 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,818 shares; 2025Q1: 3,653 shares; 2025Q2: 3,650 shares; 2025Q3: 3,597 shares; 2025Q4: 3,619 shares; 2026Q1: 3,595 shares; 2026Q2: 3,592 shares; 2026Q3: 3,592 shares 3,592 $685K 0.05% 0 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 9,482 shares; 2025Q1: 9,758 shares; 2025Q2: 9,004 shares; 2025Q3: 8,913 shares; 2025Q4: 8,231 shares; 2026Q1: 8,452 shares; 2026Q2: 9,189 shares; 2026Q3: 9,823 shares 9,823 $673K 0.05% +634 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,369 shares; 2025Q1: 6,316 shares; 2025Q2: 6,270 shares; 2025Q3: 6,270 shares; 2025Q4: 6,270 shares; 2026Q1: 6,270 shares; 2026Q2: 6,270 shares; 2026Q3: 6,270 shares 6,270 $669K 0.05% 0 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 952 shares; 2025Q1: 887 shares; 2025Q2: 887 shares; 2025Q3: 857 shares; 2025Q4: 857 shares; 2026Q1: 857 shares; 2026Q2: 857 shares; 2026Q3: 857 shares 857 $650K 0.05% 0 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,164 shares; 2025Q1: 2,165 shares; 2025Q2: 2,165 shares; 2025Q3: 2,165 shares; 2025Q4: 2,128 shares; 2026Q1: 2,128 shares; 2026Q2: 2,128 shares; 2026Q3: 2,128 shares 2,128 $647K 0.05% 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; 2024Q4: 6,375 shares; 2025Q1: 5,968 shares; 2025Q2: 6,077 shares; 2025Q3: 8,719 shares; 2025Q4: 5,968 shares; 2026Q1: 5,982 shares; 2026Q2: 6,214 shares; 2026Q3: 6,214 shares 6,214 $646K 0.05% 0 Timeline MTZ MASTEC INC More: the full row for MASTEC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,157 shares; 2025Q1: 3,137 shares; 2025Q2: 3,137 shares; 2025Q3: 3,137 shares; 2025Q4: 3,116 shares; 2026Q1: 3,116 shares; 2026Q2: 3,035 shares; 2026Q3: 3,013 shares 3,013 $644K 0.05% -22 Timeline VCLT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 9,190 shares; 2025Q1: 9,190 shares; 2025Q2: 9,190 shares; 2025Q3: 9,190 shares; 2025Q4: 9,190 shares; 2026Q1: 9,190 shares; 2026Q2: 9,190 shares; 2026Q3: 9,190 shares 9,190 $630K 0.05% 0 Timeline TSN TYSON FOODS INC More: the full row for TYSON FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 16,848 shares; 2025Q1: 15,854 shares; 2025Q2: 16,274 shares; 2025Q3: 14,295 shares; 2025Q4: 13,784 shares; 2026Q1: 13,342 shares; 2026Q2: 12,891 shares; 2026Q3: 12,257 shares 12,257 $619K 0.05% -634 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 12,674 shares; 2025Q1: 12,389 shares; 2025Q2: 12,389 shares; 2025Q3: 12,336 shares; 2025Q4: 12,490 shares; 2026Q1: 12,310 shares; 2026Q2: 13,277 shares; 2026Q3: 13,245 shares 13,245 $616K 0.05% -32 Timeline IGIB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 16,351 shares; 2025Q1: 11,022 shares; 2025Q2: 11,934 shares; 2025Q3: 9,810 shares; 2025Q4: 15,227 shares; 2026Q1: 15,737 shares; 2026Q2: 13,492 shares; 2026Q3: 12,047 shares 12,047 $607K 0.05% -1,445 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 8,766 shares; 2025Q1: 7,955 shares; 2025Q2: 8,198 shares; 2025Q3: 6,905 shares; 2025Q4: 5,579 shares; 2026Q1: 5,544 shares; 2026Q2: 5,019 shares; 2026Q3: 4,967 shares 4,967 $597K 0.05% -52 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 11,825 shares; 2025Q1: 10,617 shares; 2025Q2: 10,373 shares; 2025Q3: 9,206 shares; 2025Q4: 7,736 shares; 2026Q1: 5,866 shares; 2026Q2: 5,227 shares; 2026Q3: 5,225 shares 5,225 $593K 0.05% -2 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,835 shares; 2025Q1: 5,437 shares; 2025Q2: 5,527 shares; 2025Q3: 5,264 shares; 2025Q4: 5,068 shares; 2026Q1: 4,903 shares; 2026Q2: 6,138 shares; 2026Q3: 5,972 shares 5,972 $590K 0.04% -166 Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,835 shares; 2025Q1: 4,000 shares; 2025Q2: 3,974 shares; 2025Q3: 6,591 shares; 2025Q4: 6,582 shares; 2026Q1: 5,253 shares; 2026Q2: 5,532 shares; 2026Q3: 5,640 shares 5,640 $581K 0.04% +108 Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,250 shares; 2025Q1: 3,250 shares; 2025Q2: 3,250 shares; 2025Q3: 3,613 shares; 2025Q4: 3,613 shares; 2026Q1: 3,613 shares; 2026Q2: 3,613 shares; 2026Q3: 3,613 shares 3,613 $579K 0.04% 0 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 643 shares; 2025Q1: 643 shares; 2025Q2: 657 shares; 2025Q3: 633 shares; 2025Q4: 602 shares; 2026Q1: 602 shares; 2026Q2: 625 shares; 2026Q3: 605 shares 605 $575K 0.04% -20 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 881 shares; 2025Q1: 840 shares; 2025Q2: 840 shares; 2025Q3: 815 shares; 2025Q4: 761 shares; 2026Q1: 728 shares; 2026Q2: 762 shares; 2026Q3: 762 shares 762 $564K 0.04% 0 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,718 shares; 2025Q1: 1,487 shares; 2025Q2: 1,471 shares; 2025Q3: 1,448 shares; 2025Q4: 1,492 shares; 2026Q1: 1,426 shares; 2026Q2: 1,366 shares; 2026Q3: 1,306 shares 1,306 $561K 0.04% -60 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,334 shares; 2025Q1: 2,514 shares; 2025Q2: 2,514 shares; 2025Q3: 11,926 shares; 2025Q4: 10,487 shares; 2026Q1: 10,313 shares; 2026Q2: 9,643 shares; 2026Q3: 6,938 shares 6,938 $559K 0.04% -2,705 Timeline RPM RPM INTL INC More: the full row for RPM INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 7,368 shares; 2025Q1: 6,690 shares; 2025Q2: 6,990 shares; 2025Q3: 6,345 shares; 2025Q4: 5,995 shares; 2026Q1: 5,356 shares; 2026Q2: 5,276 shares; 2026Q3: 5,559 shares 5,559 $549K 0.04% +283 Timeline ESML ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 11,658 shares; 2025Q1: 11,630 shares; 2025Q2: 11,605 shares; 2025Q3: 12,905 shares; 2025Q4: 12,855 shares; 2026Q1: 11,908 shares; 2026Q2: 12,087 shares; 2026Q3: 10,518 shares 10,518 $547K 0.04% -1,569 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 21,930 shares; 2025Q1: 10,974 shares; 2025Q2: 9,931 shares; 2025Q3: 9,809 shares; 2025Q4: 9,582 shares; 2026Q1: 6,628 shares; 2026Q2: 6,478 shares; 2026Q3: 6,067 shares 6,067 $544K 0.04% -411 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,889 shares; 2025Q1: 1,889 shares; 2025Q2: 1,891 shares; 2025Q3: 1,891 shares; 2025Q4: 2,107 shares; 2026Q1: 2,023 shares; 2026Q2: 2,443 shares; 2026Q3: 2,443 shares 2,443 $528K 0.04% 0 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,605 shares; 2025Q1: 3,601 shares; 2025Q2: 3,507 shares; 2025Q3: 3,506 shares; 2025Q4: 3,388 shares; 2026Q1: 3,359 shares; 2026Q2: 3,356 shares; 2026Q3: 3,356 shares 3,356 $510K 0.04% 0 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 7 shares; 2025Q1: 7 shares; 2025Q2: 7 shares; 2025Q3: 268 shares; 2025Q4: 268 shares; 2026Q1: 261 shares; 2026Q2: 281 shares; 2026Q3: 281 shares 281 $509K 0.04% 0 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 32,997 shares; 2025Q1: 29,959 shares; 2025Q2: 29,479 shares; 2025Q3: 26,184 shares; 2025Q4: 20,893 shares; 2026Q1: 18,683 shares; 2026Q2: 17,268 shares; 2026Q3: 17,006 shares 17,006 $485K 0.04% -262 Timeline COHR COHERENT CORP More: the full row for COHERENT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,494 shares; 2025Q1: 2,448 shares; 2025Q2: 2,434 shares; 2025Q3: 2,086 shares; 2025Q4: 1,934 shares; 2026Q1: 1,728 shares; 2026Q2: 1,666 shares; 2026Q3: 1,666 shares 1,666 $479K 0.04% 0 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,111 shares; 2025Q1: 1,100 shares; 2025Q2: 1,100 shares; 2025Q3: 1,084 shares; 2025Q4: 1,107 shares; 2026Q1: 1,084 shares; 2026Q2: 1,084 shares; 2026Q3: 1,071 shares 1,071 $425K 0.03% -13 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,278 shares; 2025Q1: 2,972 shares; 2025Q2: 2,743 shares; 2025Q3: 2,698 shares; 2025Q4: 2,624 shares; 2026Q1: 2,624 shares; 2026Q2: 2,574 shares; 2026Q3: 2,574 shares 2,574 $423K 0.03% 0 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,627 shares; 2025Q1: 5,312 shares; 2025Q2: 5,413 shares; 2025Q3: 5,444 shares; 2025Q4: 5,205 shares; 2026Q1: 4,454 shares; 2026Q2: 4,376 shares; 2026Q3: 4,492 shares 4,492 $420K 0.03% +116 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,013 shares; 2025Q1: 1,006 shares; 2025Q2: 913 shares; 2025Q3: 892 shares; 2025Q4: 800 shares; 2026Q1: 792 shares; 2026Q2: 779 shares; 2026Q3: 779 shares 779 $397K 0.03% 0 Timeline BAB INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 509,366 shares; 2025Q1: 34,320 shares; 2025Q2: 27,533 shares; 2025Q3: 24,907 shares; 2025Q4: 22,952 shares; 2026Q1: 19,384 shares; 2026Q2: 16,706 shares; 2026Q3: 15,556 shares 15,556 $394K 0.03% -1,150 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,592 shares; 2025Q1: 2,165 shares; 2025Q2: 2,167 shares; 2025Q3: 2,167 shares; 2025Q4: 2,094 shares; 2026Q1: 2,066 shares; 2026Q2: 2,066 shares; 2026Q3: 2,066 shares 2,066 $389K 0.03% 0 Timeline TW TRADEWEB MKTS INC More: the full row for TRADEWEB MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,251 shares; 2025Q1: 5,727 shares; 2025Q2: 5,083 shares; 2025Q3: 5,050 shares; 2025Q4: 4,246 shares; 2026Q1: 4,246 shares; 2026Q2: 4,009 shares; 2026Q3: 3,790 shares 3,790 $382K 0.03% -219 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,700 shares; 2025Q1: 1,635 shares; 2025Q2: 1,661 shares; 2025Q3: 1,624 shares; 2025Q4: 1,624 shares; 2026Q1: 1,615 shares; 2026Q2: 1,825 shares; 2026Q3: 1,724 shares 1,724 $382K 0.03% -101 Timeline DJP BARCLAYS BANK PLC More: the full row for BARCLAYS BANK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 12,531 shares; 2025Q1: 4,571 shares; 2025Q2: 6,050 shares; 2025Q3: 8,200 shares; 2025Q4: 9,600 shares; 2026Q1: 8,250 shares; 2026Q2: 8,250 shares; 2026Q3: 7,160 shares 7,160 $369K 0.03% -1,090 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,552 shares; 2025Q1: 1,552 shares; 2025Q2: 1,552 shares; 2025Q3: 1,552 shares; 2025Q4: 1,552 shares; 2026Q1: 1,312 shares; 2026Q2: 1,010 shares; 2026Q3: 1,010 shares 1,010 $360K 0.03% 0 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 10,228 shares; 2025Q1: 10,113 shares; 2025Q2: 10,108 shares; 2025Q3: 10,105 shares; 2025Q4: 10,103 shares; 2026Q1: 10,103 shares; 2026Q2: 6,944 shares; 2026Q3: 5,275 shares 5,275 $355K 0.03% -1,669 Timeline SCHH SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 25,834 shares; 2025Q1: 20,442 shares; 2025Q2: 19,819 shares; 2025Q3: 19,634 shares; 2025Q4: 18,381 shares; 2026Q1: 16,724 shares; 2026Q2: 16,104 shares; 2026Q3: 15,671 shares 15,671 $345K 0.03% -433 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 20,690 shares; 2025Q1: 20,216 shares; 2025Q2: 20,734 shares; 2025Q3: 19,818 shares; 2025Q4: 18,405 shares; 2026Q1: 16,336 shares; 2026Q2: 15,343 shares; 2026Q3: 15,709 shares 15,709 $342K 0.03% +366 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,509 shares; 2025Q1: 1,473 shares; 2025Q2: 1,448 shares; 2025Q3: 2,169 shares; 2025Q4: 2,169 shares; 2026Q1: 2,167 shares; 2026Q2: 2,367 shares; 2026Q3: 2,367 shares 2,367 $337K 0.03% 0 Timeline DEO DIAGEO PLC More: the full row for DIAGEO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,059 shares; 2025Q1: 5,544 shares; 2025Q2: 5,834 shares; 2025Q3: 5,685 shares; 2025Q4: 5,201 shares; 2026Q1: 4,084 shares; 2026Q2: 3,985 shares; 2026Q3: 3,894 shares 3,894 $333K 0.03% -91 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,319 shares; 2025Q1: 4,729 shares; 2025Q2: 4,647 shares; 2025Q3: 4,047 shares; 2025Q4: 7,473 shares; 2026Q1: 7,427 shares; 2026Q2: 8,145 shares; 2026Q3: 8,208 shares 8,208 $324K 0.02% +63 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 360 shares; 2025Q1: 360 shares; 2025Q2: 360 shares; 2025Q3: 360 shares; 2025Q4: 360 shares; 2026Q1: 360 shares; 2026Q2: 2,160 shares; 2026Q3: 3,540 shares 3,540 $319K 0.02% +1,380 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,926 shares; 2025Q1: 6,889 shares; 2025Q2: 6,548 shares; 2025Q3: 6,301 shares; 2025Q4: 6,300 shares; 2026Q1: 6,300 shares; 2026Q2: 5,426 shares; 2026Q3: 5,736 shares 5,736 $312K 0.02% +310 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,077 shares; 2025Q1: 1,085 shares; 2025Q2: 1,085 shares; 2025Q3: 1,439 shares; 2025Q4: 1,427 shares; 2026Q1: 1,420 shares; 2026Q2: 1,406 shares; 2026Q3: 1,406 shares 1,406 $287K 0.02% 0 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,394 shares; 2025Q1: 1,368 shares; 2025Q2: 1,350 shares; 2025Q3: 1,350 shares; 2025Q4: 1,305 shares; 2026Q1: 1,303 shares; 2026Q2: 1,252 shares; 2026Q3: 1,252 shares 1,252 $286K 0.02% 0 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,121 shares; 2025Q1: 1,999 shares; 2025Q2: 2,000 shares; 2025Q3: 2,000 shares; 2025Q4: 2,509 shares; 2026Q1: 2,239 shares; 2026Q2: 2,212 shares; 2026Q3: 2,021 shares 2,021 $277K 0.02% -191 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,202 shares; 2025Q1: 1,202 shares; 2025Q2: 1,202 shares; 2025Q3: 1,489 shares; 2025Q4: 1,489 shares; 2026Q1: 1,489 shares; 2026Q2: 1,451 shares; 2026Q3: 1,164 shares 1,164 $259K 0.02% -287 Timeline SCHR SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 19,848 shares; 2025Q1: 19,989 shares; 2025Q2: 19,949 shares; 2025Q3: 19,375 shares; 2025Q4: 16,593 shares; 2026Q1: 11,723 shares; 2026Q2: 9,958 shares; 2026Q3: 9,958 shares 9,958 $236K 0.02% 0 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 594 shares; 2025Q1: 594 shares; 2025Q2: 594 shares; 2025Q3: 594 shares; 2025Q4: 594 shares; 2026Q1: 594 shares; 2026Q2: 594 shares; 2026Q3: 594 shares 594 $235K 0.02% 0 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,278 shares; 2025Q1: 1,565 shares; 2025Q2: 1,565 shares; 2025Q3: 1,099 shares; 2025Q4: 1,099 shares; 2026Q1: 1,099 shares; 2026Q2: 1,099 shares; 2026Q3: 1,099 shares 1,099 $231K 0.02% 0 Timeline FNLC FIRST BANCORP INC ME More: the full row for FIRST BANCORP INC ME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 7,799 shares; 2025Q1: 7,769 shares; 2025Q2: 7,448 shares; 2025Q3: 7,448 shares; 2025Q4: 7,448 shares; 2026Q1: 7,148 shares; 2026Q2: 6,948 shares; 2026Q3: 6,873 shares 6,873 $229K 0.02% -75 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 474 shares; 2025Q1: 474 shares; 2025Q2: 474 shares; 2025Q3: 872 shares; 2025Q4: 872 shares; 2026Q1: 872 shares; 2026Q2: 872 shares; 2026Q3: 872 shares 872 $224K 0.02% 0 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,322 shares; 2025Q1: 3,318 shares; 2025Q2: 3,285 shares; 2025Q3: 2,935 shares; 2025Q4: 3,220 shares; 2026Q1: 2,898 shares; 2026Q2: 2,805 shares; 2026Q3: 2,800 shares 2,800 $224K 0.02% -5 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,482 shares; 2025Q1: 2,476 shares; 2025Q2: 2,194 shares; 2025Q3: 2,145 shares; 2025Q4: 1,989 shares; 2026Q1: 1,964 shares; 2026Q2: 1,964 shares; 2026Q3: 1,757 shares 1,757 $220K 0.02% -207 Timeline BHB BAR HBR BANKSHARES More: the full row for BAR HBR BANKSHARES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 8,175 shares; 2025Q1: 8,175 shares; 2025Q2: 8,175 shares; 2025Q3: 8,175 shares; 2025Q4: 5,841 shares; 2026Q1: 5,841 shares; 2026Q2: 5,839 shares; 2026Q3: 5,671 shares 5,671 $219K 0.02% -168 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,603 shares; 2025Q1: 6,103 shares; 2025Q2: 5,993 shares; 2025Q3: 6,021 shares; 2025Q4: 5,650 shares; 2026Q1: 802 shares; 2026Q2: 770 shares; 2026Q3: 769 shares 769 $219K 0.02% -1 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,559 shares; 2025Q1: 1,559 shares; 2025Q2: 1,551 shares; 2025Q3: 1,531 shares; 2025Q4: 1,423 shares; 2026Q1: 1,402 shares; 2026Q2: 1,481 shares; 2026Q3: 1,481 shares 1,481 $217K 0.02% 0 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 435 shares; 2025Q1: 435 shares; 2025Q2: 385 shares; 2025Q3: 385 shares; 2025Q4: 385 shares; 2026Q1: 372 shares; 2026Q2: 457 shares; 2026Q3: 457 shares 457 $217K 0.02% 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; 2024Q4: 3,575 shares; 2025Q1: 3,506 shares; 2025Q2: 3,469 shares; 2025Q3: 3,375 shares; 2025Q4: 5,412 shares; 2026Q1: 5,555 shares; 2026Q2: 5,105 shares; 2026Q3: 4,426 shares 4,426 $216K 0.02% -679 Timeline ESGE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,770 shares; 2025Q1: 3,851 shares; 2025Q2: 3,851 shares; 2025Q3: 4,034 shares; 2025Q4: 4,074 shares; 2026Q1: 4,612 shares; 2026Q2: 4,703 shares; 2026Q3: 3,931 shares 3,931 $213K 0.02% -772 Timeline BILZ PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 2,100 shares 2,100 $212K 0.02% new Timeline PL PLANET LABS PBC More: the full row for PLANET LABS PBC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,400 shares; 2026Q1: 12,843 shares; 2026Q2: 12,568 shares; 2026Q3: 12,568 shares 12,568 $206K 0.02% 0 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 812 shares; 2025Q1: 813 shares; 2025Q2: 813 shares; 2025Q3: 813 shares; 2025Q4: 734 shares; 2026Q1: 714 shares; 2026Q2: 714 shares; 2026Q3: 714 shares 714 $200K 0.02% 0 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,518 shares; 2025Q1: 4,185 shares; 2025Q2: 4,181 shares; 2025Q3: 4,079 shares; 2025Q4: 3,877 shares; 2026Q1: 3,507 shares; 2026Q2: 3,401 shares; 2026Q3: 3,401 shares 3,401 $197K 0.01% 0 Timeline USRT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 1,480 shares; 2025Q2: 2,220 shares; 2025Q3: 2,220 shares; 2025Q4: 2,220 shares; 2026Q1: 2,220 shares; 2026Q2: 3,170 shares; 2026Q3: 3,170 shares 3,170 $195K 0.01% 0 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 910 shares 910 $192K 0.01% new Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 810 shares; 2025Q1: 930 shares; 2025Q2: 985 shares; 2025Q3: 840 shares; 2025Q4: 940 shares; 2026Q1: 847 shares; 2026Q2: 867 shares; 2026Q3: 511 shares 511 $181K 0.01% -356 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 783 shares; 2025Q1: 400 shares; 2025Q2: 400 shares; 2025Q3: 400 shares; 2025Q4: 400 shares; 2026Q1: 400 shares; 2026Q2: 400 shares; 2026Q3: 400 shares 400 $181K 0.01% 0 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 11,833 shares; 2025Q1: 3,645 shares; 2025Q2: 3,130 shares; 2025Q3: 2,800 shares; 2025Q4: 2,023 shares; 2026Q1: 1,911 shares; 2026Q2: 1,788 shares; 2026Q3: 1,741 shares 1,741 $178K 0.01% -47 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 500 shares; 2025Q1: 450 shares; 2025Q2: 450 shares; 2025Q3: 450 shares; 2025Q4: 511 shares; 2026Q1: 451 shares; 2026Q2: 451 shares; 2026Q3: 451 shares 451 $172K 0.01% 0 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 300 shares; 2025Q1: 301 shares; 2025Q2: 301 shares; 2025Q3: 301 shares; 2025Q4: 356 shares; 2026Q1: 356 shares; 2026Q2: 466 shares; 2026Q3: 466 shares 466 $166K 0.01% 0 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,153 shares; 2025Q1: 1,147 shares; 2025Q2: 940 shares; 2025Q3: 939 shares; 2025Q4: 764 shares; 2026Q1: 713 shares; 2026Q2: 710 shares; 2026Q3: 709 shares 709 $166K 0.01% -1 Timeline NTSK NETSKOPE INC More: the full row for NETSKOPE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 9,490 shares; 2026Q3: 9,490 shares 9,490 $166K 0.01% 0 Timeline GL GLOBE LIFE INC More: the full row for GLOBE LIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 982 shares; 2025Q1: 982 shares; 2025Q2: 982 shares; 2025Q3: 982 shares; 2025Q4: 982 shares; 2026Q1: 982 shares; 2026Q2: 982 shares; 2026Q3: 982 shares 982 $163K 0.01% 0 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 847 shares; 2025Q2: 753 shares; 2025Q3: 753 shares; 2025Q4: 560 shares; 2026Q1: 510 shares; 2026Q2: 435 shares; 2026Q3: 485 shares 485 $159K 0.01% +50 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,188 shares; 2025Q1: 1,212 shares; 2025Q2: 1,207 shares; 2025Q3: 1,232 shares; 2025Q4: 1,882 shares; 2026Q1: 1,914 shares; 2026Q2: 2,606 shares; 2026Q3: 2,583 shares 2,583 $159K 0.01% -23 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 523 shares; 2025Q1: 524 shares; 2025Q2: 524 shares; 2025Q3: 524 shares; 2025Q4: 523 shares; 2026Q1: 523 shares; 2026Q2: 522 shares; 2026Q3: 232 shares 232 $152K 0.01% -290 Timeline BKLN INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,217 shares; 2025Q1: 262,093 shares; 2025Q2: 23,139 shares; 2025Q3: 21,737 shares; 2025Q4: 19,708 shares; 2026Q1: 13,242 shares; 2026Q2: 11,268 shares; 2026Q3: 7,182 shares 7,182 $147K 0.01% -4,086 Timeline HONA HONEYWELL AEROSPACE INC More: the full row for HONEYWELL AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 945 shares 945 $146K 0.01% new Timeline PHO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,128 shares; 2025Q1: 2,128 shares; 2025Q2: 2,128 shares; 2025Q3: 2,128 shares; 2025Q4: 2,128 shares; 2026Q1: 2,128 shares; 2026Q2: 2,128 shares; 2026Q3: 2,128 shares 2,128 $144K 0.01% 0 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,017 shares; 2025Q1: 5,017 shares; 2025Q2: 5,016 shares; 2025Q3: 4,965 shares; 2025Q4: 4,960 shares; 2026Q1: 4,973 shares; 2026Q2: 4,868 shares; 2026Q3: 4,880 shares 4,880 $143K 0.01% +12 Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 917 shares; 2025Q1: 931 shares; 2025Q2: 931 shares; 2025Q3: 931 shares; 2025Q4: 931 shares; 2026Q1: 931 shares; 2026Q2: 1,267 shares; 2026Q3: 1,267 shares 1,267 $141K 0.01% 0 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 631 shares; 2025Q1: 623 shares; 2025Q2: 616 shares; 2025Q3: 613 shares; 2025Q4: 612 shares; 2026Q1: 612 shares; 2026Q2: 581 shares; 2026Q3: 580 shares 580 $137K 0.01% -1 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,332 shares; 2025Q1: 1,327 shares; 2025Q2: 1,453 shares; 2025Q3: 1,413 shares; 2025Q4: 1,445 shares; 2026Q1: 1,312 shares; 2026Q2: 998 shares; 2026Q3: 1,028 shares 1,028 $136K 0.01% +30 Timeline GNRC GENERAC HLDGS INC More: the full row for GENERAC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 17,170 shares; 2025Q1: 16,280 shares; 2025Q2: 896 shares; 2025Q3: 846 shares; 2025Q4: 800 shares; 2026Q1: 671 shares; 2026Q2: 671 shares; 2026Q3: 647 shares 647 $134K 0.01% -24 Timeline DCI DONALDSON INC More: the full row for DONALDSON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,654 shares; 2025Q1: 1,654 shares; 2025Q2: 1,654 shares; 2025Q3: 1,654 shares; 2025Q4: 1,654 shares; 2026Q1: 1,524 shares; 2026Q2: 1,524 shares; 2026Q3: 1,524 shares 1,524 $133K 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; 2024Q4: 923 shares; 2025Q1: 908 shares; 2025Q2: 908 shares; 2025Q3: 1,210 shares; 2025Q4: 1,210 shares; 2026Q1: 1,210 shares; 2026Q2: 1,456 shares; 2026Q3: 781 shares 781 $130K 0.01% -675 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 46 shares; 2025Q1: 46 shares; 2025Q2: 46 shares; 2025Q3: 46 shares; 2025Q4: 46 shares; 2026Q1: 46 shares; 2026Q2: 46 shares; 2026Q3: 46 shares 46 $130K 0.01% 0 Timeline GPC GENUINE PARTS CO More: the full row for GENUINE PARTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 7,369 shares; 2025Q1: 6,490 shares; 2025Q2: 6,643 shares; 2025Q3: 6,211 shares; 2025Q4: 5,976 shares; 2026Q1: 5,321 shares; 2026Q2: 1,009 shares; 2026Q3: 1,007 shares 1,007 $127K 0.01% -2 Timeline STT STATE STR CORP More: the full row for STATE STR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,058 shares; 2025Q1: 716 shares; 2025Q2: 716 shares; 2025Q3: 716 shares; 2025Q4: 716 shares; 2026Q1: 716 shares; 2026Q2: 716 shares; 2026Q3: 716 shares 716 $125K 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; 2024Q4: 595 shares; 2025Q1: 595 shares; 2025Q2: 595 shares; 2025Q3: 435 shares; 2025Q4: 456 shares; 2026Q1: 435 shares; 2026Q2: 1,329 shares; 2026Q3: 1,251 shares 1,251 $122K 0.01% -78 Timeline SGVT SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 1,200 shares 1,200 $121K 0.01% new Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 1,400 shares 1,400 $119K 0.01% new Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 334 shares; 2025Q1: 276 shares; 2025Q2: 221 shares; 2025Q3: 216 shares; 2025Q4: 216 shares; 2026Q1: 216 shares; 2026Q2: 216 shares; 2026Q3: 176 shares 176 $119K 0.01% -40 Timeline TD TORONTO DOMINION BK ONT More: the full row for TORONTO DOMINION BK ONT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,364 shares; 2025Q1: 3,026 shares; 2025Q2: 3,026 shares; 2025Q3: 3,026 shares; 2025Q4: 1,713 shares; 2026Q1: 1,608 shares; 2026Q2: 1,654 shares; 2026Q3: 992 shares 992 $117K 0.01% -662 Timeline CIBR FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,100 shares; 2025Q1: 1,100 shares; 2025Q2: 1,100 shares; 2025Q3: 1,100 shares; 2025Q4: 1,100 shares; 2026Q1: 1,100 shares; 2026Q2: 1,100 shares; 2026Q3: 1,100 shares 1,100 $113K 0.01% 0 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 453 shares; 2025Q1: 443 shares; 2025Q2: 443 shares; 2025Q3: 443 shares; 2025Q4: 443 shares; 2026Q1: 443 shares; 2026Q2: 623 shares; 2026Q3: 623 shares 623 $112K 0.01% 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; 2024Q4: 797 shares; 2025Q1: 797 shares; 2025Q2: 797 shares; 2025Q3: 1,397 shares; 2025Q4: 1,397 shares; 2026Q1: 1,397 shares; 2026Q2: 1,164 shares; 2026Q3: 1,129 shares 1,129 $110K 0.01% -35 Timeline PKW INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 765 shares; 2025Q3: 765 shares; 2025Q4: 765 shares; 2026Q1: 765 shares; 2026Q2: 765 shares; 2026Q3: 765 shares 765 $109K 0.01% 0 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,383 shares; 2025Q1: 4,313 shares; 2025Q2: 4,171 shares; 2025Q3: 579 shares; 2025Q4: 550 shares; 2026Q1: 453 shares; 2026Q2: 453 shares; 2026Q3: 446 shares 446 $107K 0.01% -7 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 345 shares; 2025Q1: 345 shares; 2025Q2: 345 shares; 2025Q3: 345 shares; 2025Q4: 345 shares; 2026Q1: 345 shares; 2026Q2: 345 shares; 2026Q3: 210 shares 210 $107K 0.01% -135 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,126 shares; 2025Q1: 941 shares; 2025Q2: 937 shares; 2025Q3: 935 shares; 2025Q4: 969 shares; 2026Q1: 933 shares; 2026Q2: 930 shares; 2026Q3: 929 shares 929 $106K 0.01% -1 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,167 shares; 2025Q1: 1,167 shares; 2025Q2: 1,177 shares; 2025Q3: 1,177 shares; 2025Q4: 1,190 shares; 2026Q1: 1,190 shares; 2026Q2: 1,165 shares; 2026Q3: 1,115 shares 1,115 $105K 0.01% -50 Timeline EZU ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,560 shares; 2025Q1: 1,560 shares; 2025Q2: 1,560 shares; 2025Q3: 1,560 shares; 2025Q4: 1,559 shares; 2026Q1: 1,559 shares; 2026Q2: 1,559 shares; 2026Q3: 1,559 shares 1,559 $105K 0.01% 0 Timeline STOT SSGA ACTIVE TR More: the full row for SSGA ACTIVE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 2,255 shares 2,255 $104K 0.01% new Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 590 shares; 2026Q1: 604 shares; 2026Q2: 620 shares; 2026Q3: 1,911 shares 1,911 $104K 0.01% +1,291 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,225 shares; 2025Q1: 2,225 shares; 2025Q2: 2,225 shares; 2025Q3: 2,300 shares; 2025Q4: 1,966 shares; 2026Q1: 1,891 shares; 2026Q2: 1,891 shares; 2026Q3: 1,891 shares 1,891 $104K 0.01% 0 Timeline OTIS OTIS WORLDWIDE CORP More: the full row for OTIS WORLDWIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,172 shares; 2025Q1: 1,172 shares; 2025Q2: 1,272 shares; 2025Q3: 1,272 shares; 2025Q4: 1,101 shares; 2026Q1: 1,101 shares; 2026Q2: 1,589 shares; 2026Q3: 1,589 shares 1,589 $102K 0.01% 0 Timeline VFH VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 782 shares; 2026Q3: 782 shares 782 $102K 0.01% 0 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 259 shares; 2025Q1: 265 shares; 2025Q2: 259 shares; 2025Q3: 249 shares; 2025Q4: 263 shares; 2026Q1: 249 shares; 2026Q2: 249 shares; 2026Q3: 205 shares 205 $99.1K 0.01% -44 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,190 shares; 2025Q1: 2,538 shares; 2025Q2: 2,375 shares; 2025Q3: 2,500 shares; 2025Q4: 2,412 shares; 2026Q1: 2,170 shares; 2026Q2: 2,079 shares; 2026Q3: 1,855 shares 1,855 $99.1K 0.01% -224 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 414 shares; 2025Q1: 414 shares; 2025Q2: 414 shares; 2025Q3: 414 shares; 2025Q4: 414 shares; 2026Q1: 414 shares; 2026Q2: 414 shares; 2026Q3: 414 shares 414 $94.4K 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; 2024Q4: 229 shares; 2025Q1: 419 shares; 2025Q2: 327 shares; 2025Q3: 577 shares; 2025Q4: 577 shares; 2026Q1: 577 shares; 2026Q2: 430 shares; 2026Q3: 350 shares 350 $92.5K 0.01% -80 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,026 shares; 2025Q1: 900 shares; 2025Q2: 895 shares; 2025Q3: 892 shares; 2025Q4: 889 shares; 2026Q1: 889 shares; 2026Q2: 1,084 shares; 2026Q3: 1,082 shares 1,082 $92.3K 0.01% -2 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 200 shares; 2025Q1: 200 shares; 2025Q2: 228 shares; 2025Q3: 200 shares; 2025Q4: 206 shares; 2026Q1: 200 shares; 2026Q2: 167 shares; 2026Q3: 167 shares 167 $92.1K 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; 2024Q4: 1,493 shares; 2025Q1: 1,493 shares; 2025Q2: 1,493 shares; 2025Q3: 1,493 shares; 2025Q4: 960 shares; 2026Q1: 960 shares; 2026Q2: 960 shares; 2026Q3: 960 shares 960 $90.8K 0.01% 0 Timeline ICLR ICON PUB LTD CO More: the full row for ICON PUB LTD CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,560 shares; 2025Q1: 5,274 shares; 2025Q2: 5,229 shares; 2025Q3: 5,218 shares; 2025Q4: 4,925 shares; 2026Q1: 598 shares; 2026Q2: 598 shares; 2026Q3: 530 shares 530 $90.1K 0.01% -68 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 440 shares; 2025Q1: 440 shares; 2025Q2: 440 shares; 2025Q3: 440 shares; 2025Q4: 440 shares; 2026Q1: 440 shares; 2026Q2: 440 shares; 2026Q3: 300 shares 300 $87.6K 0.01% -140 Timeline IYY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 472 shares; 2025Q1: 472 shares; 2025Q2: 472 shares; 2025Q3: 472 shares; 2025Q4: 472 shares; 2026Q1: 472 shares; 2026Q2: 472 shares; 2026Q3: 472 shares 472 $87.5K 0.01% 0 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 404 shares; 2025Q1: 404 shares; 2025Q2: 404 shares; 2025Q3: 404 shares; 2025Q4: 404 shares; 2026Q1: 395 shares; 2026Q2: 391 shares; 2026Q3: 390 shares 390 $86.8K 0.01% -1 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,045 shares; 2025Q1: 1,045 shares; 2025Q2: 1,045 shares; 2025Q3: 1,045 shares; 2025Q4: 1,045 shares; 2026Q1: 1,045 shares; 2026Q2: 1,045 shares; 2026Q3: 1,045 shares 1,045 $86.7K 0.01% 0 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 99 shares; 2025Q1: 86 shares; 2025Q2: 86 shares; 2025Q3: 86 shares; 2025Q4: 86 shares; 2026Q1: 86 shares; 2026Q2: 86 shares; 2026Q3: 86 shares 86 $86.1K 0.01% 0 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 177 shares; 2025Q1: 177 shares; 2025Q2: 177 shares; 2025Q3: 177 shares; 2025Q4: 176 shares; 2026Q1: 176 shares; 2026Q2: 176 shares; 2026Q3: 166 shares 166 $85.8K 0.01% -10 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,075 shares; 2025Q1: 1,064 shares; 2025Q2: 1,061 shares; 2025Q3: 1,058 shares; 2025Q4: 1,056 shares; 2026Q1: 1,056 shares; 2026Q2: 1,053 shares; 2026Q3: 761 shares 761 $85.1K 0.01% -292 Timeline WPC WP CAREY INC More: the full row for WP CAREY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 850 shares; 2025Q1: 850 shares; 2025Q2: 1,305 shares; 2025Q3: 1,305 shares; 2025Q4: 1,305 shares; 2026Q1: 1,305 shares; 2026Q2: 1,305 shares; 2026Q3: 1,305 shares 1,305 $84.3K 0.01% 0 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,537 shares; 2025Q1: 1,537 shares; 2025Q2: 1,537 shares; 2025Q3: 1,537 shares; 2025Q4: 1,537 shares; 2026Q1: 1,537 shares; 2026Q2: 1,537 shares; 2026Q3: 1,537 shares 1,537 $83.5K 0.01% 0 Timeline ADM ARCHER DANIELS MIDLAND CO More: the full row for ARCHER DANIELS MIDLAND CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,056 shares; 2025Q1: 1,156 shares; 2025Q2: 1,100 shares; 2025Q3: 1,100 shares; 2025Q4: 1,100 shares; 2026Q1: 1,100 shares; 2026Q2: 1,000 shares; 2026Q3: 1,000 shares 1,000 $79.4K 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; 2024Q4: 876 shares; 2025Q1: 754 shares; 2025Q2: 751 shares; 2025Q3: 629 shares; 2025Q4: 777 shares; 2026Q1: 757 shares; 2026Q2: 747 shares; 2026Q3: 747 shares 747 $79K 0.01% 0 Timeline MAA MID-AMER APT CMNTYS INC More: the full row for MID-AMER APT CMNTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 659 shares; 2025Q3: 659 shares; 2025Q4: 659 shares; 2026Q1: 659 shares; 2026Q2: 659 shares; 2026Q3: 659 shares 659 $77.6K 0.01% 0 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 905 shares; 2025Q1: 905 shares; 2025Q2: 905 shares; 2025Q3: 905 shares; 2025Q4: 905 shares; 2026Q1: 905 shares; 2026Q2: 905 shares; 2026Q3: 905 shares 905 $77.5K 0.01% 0 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 250 shares; 2025Q1: 250 shares; 2025Q2: 250 shares; 2025Q3: 250 shares; 2025Q4: 250 shares; 2026Q1: 250 shares; 2026Q2: 250 shares; 2026Q3: 250 shares 250 $77.2K 0.01% 0 Timeline CAC CAMDEN NATL CORP More: the full row for CAMDEN NATL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,179 shares; 2025Q1: 1,398 shares; 2025Q2: 1,392 shares; 2025Q3: 1,388 shares; 2025Q4: 8,285 shares; 2026Q1: 1,385 shares; 2026Q2: 1,379 shares; 2026Q3: 1,377 shares 1,377 $76.2K 0.01% -2 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 466 shares; 2025Q1: 466 shares; 2025Q2: 466 shares; 2025Q3: 466 shares; 2025Q4: 466 shares; 2026Q1: 466 shares; 2026Q2: 466 shares; 2026Q3: 466 shares 466 $74.9K 0.01% 0 Timeline NWFL NORWOOD FINANCIAL CORP More: the full row for NORWOOD FINANCIAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,709 shares; 2025Q1: 1,728 shares; 2025Q2: 1,850 shares; 2025Q3: 2,174 shares; 2025Q4: 2,199 shares; 2026Q1: 2,221 shares; 2026Q2: 2,245 shares; 2026Q3: 2,265 shares 2,265 $74.8K 0.01% +20 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 625 shares; 2025Q1: 626 shares; 2025Q2: 614 shares; 2025Q3: 614 shares; 2025Q4: 650 shares; 2026Q1: 612 shares; 2026Q2: 612 shares; 2026Q3: 612 shares 612 $72.6K 0.01% 0 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 409 shares; 2025Q1: 409 shares; 2025Q2: 409 shares; 2025Q3: 409 shares; 2025Q4: 432 shares; 2026Q1: 409 shares; 2026Q2: 371 shares; 2026Q3: 371 shares 371 $71.6K 0.01% 0 Timeline BOND PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 812 shares 812 $70.6K 0.01% new Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 337 shares; 2025Q1: 337 shares; 2025Q2: 337 shares; 2025Q3: 337 shares; 2025Q4: 337 shares; 2026Q1: 337 shares; 2026Q2: 337 shares; 2026Q3: 337 shares 337 $70.6K 0.01% 0 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 16 shares; 2025Q1: 16 shares; 2025Q2: 16 shares; 2025Q3: 791 shares; 2025Q4: 891 shares; 2026Q1: 891 shares; 2026Q2: 891 shares; 2026Q3: 891 shares 891 $70.5K 0.01% 0 Timeline JXI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,350 shares; 2025Q1: 1,150 shares; 2025Q2: 1,000 shares; 2025Q3: 965 shares; 2025Q4: 965 shares; 2026Q1: 900 shares; 2026Q2: 900 shares; 2026Q3: 900 shares 900 $69.2K 0.01% 0 Timeline WDFC WD 40 CO More: the full row for WD 40 CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 351 shares; 2025Q1: 351 shares; 2025Q2: 351 shares; 2025Q3: 351 shares; 2025Q4: 351 shares; 2026Q1: 338 shares; 2026Q2: 338 shares; 2026Q3: 338 shares 338 $68.3K 0.01% 0 Timeline B BARRICK MNG CORP More: the full row for BARRICK MNG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,567 shares; 2025Q4: 1,567 shares; 2026Q1: 1,662 shares; 2026Q2: 1,662 shares; 2026Q3: 1,662 shares 1,662 $67.6K 0.01% 0 Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 180 shares; 2025Q1: 180 shares; 2025Q2: 180 shares; 2025Q3: 180 shares; 2025Q4: 180 shares; 2026Q1: 1,770 shares; 2026Q2: 683 shares; 2026Q3: 683 shares 683 $66.4K 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; 2024Q4: 859 shares; 2025Q1: 859 shares; 2025Q2: 859 shares; 2025Q3: 759 shares; 2025Q4: 759 shares; 2026Q1: 730 shares; 2026Q2: 691 shares; 2026Q3: 701 shares 701 $66K 0.01% +10 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 310 shares; 2025Q1: 310 shares; 2025Q2: 306 shares; 2025Q3: 1,065 shares; 2025Q4: 1,548 shares; 2026Q1: 1,064 shares; 2026Q2: 1,061 shares; 2026Q3: 1,061 shares 1,061 $64.2K <0.01% 0 Timeline WEX WEX INC More: the full row for WEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 380 shares; 2025Q1: 380 shares; 2025Q2: 380 shares; 2025Q3: 380 shares; 2025Q4: 380 shares; 2026Q1: 380 shares; 2026Q2: 380 shares; 2026Q3: 380 shares 380 $64.1K <0.01% 0 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 818 shares; 2025Q1: 818 shares; 2025Q2: 818 shares; 2025Q3: 818 shares; 2025Q4: 818 shares; 2026Q1: 818 shares; 2026Q2: 818 shares; 2026Q3: 818 shares 818 $63.5K <0.01% 0 Timeline XLRE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,507 shares; 2025Q1: 1,039 shares; 2025Q2: 908 shares; 2025Q3: 889 shares; 2025Q4: 889 shares; 2026Q1: 1,081 shares; 2026Q2: 1,448 shares; 2026Q3: 1,493 shares 1,493 $61.1K <0.01% +45 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,610 shares; 2025Q1: 11,138 shares; 2025Q2: 10,723 shares; 2025Q3: 10,639 shares; 2025Q4: 10,716 shares; 2026Q1: 11,146 shares; 2026Q2: 10,464 shares; 2026Q3: 1,681 shares 1,681 $59.5K <0.01% -8,783 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 676 shares; 2025Q1: 676 shares; 2025Q2: 1,352 shares; 2025Q3: 1,352 shares; 2025Q4: 1,339 shares; 2026Q1: 1,339 shares; 2026Q2: 1,198 shares; 2026Q3: 1,198 shares 1,198 $59.3K <0.01% 0 Timeline DRI DARDEN RESTAURANTS INC More: the full row for DARDEN RESTAURANTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 297 shares; 2025Q1: 297 shares; 2025Q2: 297 shares; 2025Q3: 297 shares; 2025Q4: 297 shares; 2026Q1: 297 shares; 2026Q2: 297 shares; 2026Q3: 297 shares 297 $57.4K <0.01% 0 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 200 shares; 2025Q1: 195 shares; 2025Q2: 195 shares; 2025Q3: 182 shares; 2025Q4: 182 shares; 2026Q1: 182 shares; 2026Q2: 177 shares; 2026Q3: 169 shares 169 $57.1K <0.01% -8 Timeline WAT WATERS CORP More: the full row for WATERS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 70 shares; 2025Q1: 70 shares; 2025Q2: 70 shares; 2025Q3: 70 shares; 2025Q4: 70 shares; 2026Q1: 128 shares; 2026Q2: 128 shares; 2026Q3: 128 shares 128 $56.2K <0.01% 0 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 153 shares; 2025Q1: 153 shares; 2025Q2: 153 shares; 2025Q3: 153 shares; 2025Q4: 246 shares; 2026Q1: 182 shares; 2026Q2: 182 shares; 2026Q3: 122 shares 122 $55.7K <0.01% -60 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; 2024Q4: 2,389 shares; 2025Q1: 2,360 shares; 2025Q2: 660 shares; 2025Q3: 660 shares; 2025Q4: 660 shares; 2026Q1: 660 shares; 2026Q2: 708 shares; 2026Q3: 660 shares 660 $53.5K <0.01% -48 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,071 shares; 2025Q1: 959 shares; 2025Q2: 959 shares; 2025Q3: 972 shares; 2025Q4: 972 shares; 2026Q1: 875 shares; 2026Q2: 689 shares; 2026Q3: 689 shares 689 $53.2K <0.01% 0 Timeline ECG EVERUS CONSTR GROUP More: the full row for EVERUS CONSTR GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 975 shares; 2025Q2: 999 shares; 2025Q3: 479 shares; 2025Q4: 458 shares; 2026Q1: 453 shares; 2026Q2: 451 shares; 2026Q3: 449 shares 449 $52.8K <0.01% -2 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,103 shares; 2025Q4: 1,103 shares; 2026Q1: 1,203 shares; 2026Q2: 1,203 shares; 2026Q3: 1,103 shares 1,103 $52.2K <0.01% -100 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 174 shares; 2025Q1: 174 shares; 2025Q2: 174 shares; 2025Q3: 174 shares; 2025Q4: 174 shares; 2026Q1: 222 shares; 2026Q2: 222 shares; 2026Q3: 222 shares 222 $51.4K <0.01% 0 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 804 shares; 2025Q1: 694 shares; 2025Q2: 304 shares; 2025Q3: 286 shares; 2025Q4: 299 shares; 2026Q1: 268 shares; 2026Q2: 138 shares; 2026Q3: 138 shares 138 $50.7K <0.01% 0 Timeline VCR VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 169 shares; 2025Q1: 199 shares; 2025Q2: 199 shares; 2025Q3: 199 shares; 2025Q4: 199 shares; 2026Q1: 199 shares; 2026Q2: 199 shares; 2026Q3: 138 shares 138 $50.3K <0.01% -61 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,231 shares; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 500 shares 500 $50.3K <0.01% new Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 546 shares; 2025Q3: 546 shares; 2025Q4: 546 shares; 2026Q1: 546 shares; 2026Q2: 546 shares; 2026Q3: 546 shares 546 $50K <0.01% 0 Timeline TM TOYOTA MOTOR CORP More: the full row for TOYOTA MOTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 209 shares; 2025Q1: 209 shares; 2025Q2: 209 shares; 2025Q3: 267 shares; 2025Q4: 292 shares; 2026Q1: 267 shares; 2026Q2: 267 shares; 2026Q3: 267 shares 267 $48.9K <0.01% 0 Timeline CINF CINCINNATI FINL CORP More: the full row for CINCINNATI FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 300 shares; 2025Q1: 300 shares; 2025Q2: 300 shares; 2025Q3: 300 shares; 2025Q4: 300 shares; 2026Q1: 300 shares; 2026Q2: 300 shares; 2026Q3: 300 shares 300 $47.8K <0.01% 0 Timeline ETG EATON VANCE TX ADV GLBL DIV More: the full row for EATON VANCE TX ADV GLBL DIV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,000 shares; 2025Q3: 2,000 shares; 2025Q4: 2,000 shares; 2026Q1: 2,000 shares; 2026Q2: 2,000 shares; 2026Q3: 2,000 shares 2,000 $46.2K <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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,225 shares; 2025Q4: 2,225 shares; 2026Q1: 2,225 shares; 2026Q2: 2,225 shares; 2026Q3: 2,225 shares 2,225 $44.8K <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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 413 shares; 2026Q2: 346 shares; 2026Q3: 346 shares 346 $43.5K <0.01% 0 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 22 shares; 2025Q1: 22 shares; 2025Q2: 22 shares; 2025Q3: 22 shares; 2025Q4: 22 shares; 2026Q1: 22 shares; 2026Q2: 220 shares; 2026Q3: 220 shares 220 $42.9K <0.01% 0 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 135 shares; 2026Q3: 135 shares 135 $42.7K <0.01% 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 204 shares; 2026Q3: 204 shares 204 $42.3K <0.01% 0 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 693 shares; 2026Q2: 780 shares; 2026Q3: 780 shares 780 $42.2K <0.01% 0 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 367 shares; 2025Q1: 350 shares; 2025Q2: 351 shares; 2025Q3: 348 shares; 2025Q4: 337 shares; 2026Q1: 330 shares; 2026Q2: 325 shares; 2026Q3: 324 shares 324 $42.1K <0.01% -1 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 158 shares; 2025Q4: 158 shares; 2026Q1: 158 shares; 2026Q2: 158 shares; 2026Q3: 158 shares 158 $41.9K <0.01% 0 Timeline GEHC GE HEALTHCARE TECHNOLOGIES I More: the full row for GE HEALTHCARE TECHNOLOGIES I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 795 shares; 2025Q1: 783 shares; 2025Q2: 783 shares; 2025Q3: 783 shares; 2025Q4: 783 shares; 2026Q1: 626 shares; 2026Q2: 626 shares; 2026Q3: 626 shares 626 $40.9K <0.01% 0 Timeline BR BROADRIDGE FINL SOLUTIONS IN More: the full row for BROADRIDGE FINL SOLUTIONS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 452 shares; 2025Q1: 364 shares; 2025Q2: 364 shares; 2025Q3: 364 shares; 2025Q4: 250 shares; 2026Q1: 250 shares; 2026Q2: 250 shares; 2026Q3: 250 shares 250 $40.3K <0.01% 0 Timeline WPM WHEATON PRECIOUS METALS CORP More: the full row for WHEATON PRECIOUS METALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 300 shares 300 $40.1K <0.01% new Timeline SUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,680 shares; 2025Q1: 1,680 shares; 2025Q2: 1,680 shares; 2025Q3: 1,680 shares; 2025Q4: 1,680 shares; 2026Q1: 1,580 shares; 2026Q2: 1,580 shares; 2026Q3: 1,620 shares 1,620 $39.6K <0.01% +40 Timeline CGTX COGNITION THERAPEUTICS INC More: the full row for COGNITION THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 34,019 shares; 2025Q1: 34,019 shares; 2025Q2: 34,019 shares; 2025Q3: 34,019 shares; 2025Q4: 34,019 shares; 2026Q1: 34,019 shares; 2026Q2: 40,519 shares; 2026Q3: 40,519 shares 40,519 $38.9K <0.01% 0 Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 853 shares; 2025Q1: 604 shares; 2025Q2: 604 shares; 2025Q3: 604 shares; 2025Q4: 604 shares; 2026Q1: 604 shares; 2026Q2: 604 shares; 2026Q3: 604 shares 604 $38.8K <0.01% 0 Timeline XHB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 400 shares; 2025Q4: 400 shares; 2026Q1: 400 shares; 2026Q2: 400 shares; 2026Q3: 400 shares 400 $38.4K <0.01% 0 Timeline ILF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,100 shares; 2025Q1: 1,100 shares; 2025Q2: 1,100 shares; 2025Q3: 1,100 shares; 2025Q4: 1,100 shares; 2026Q1: 1,100 shares; 2026Q2: 1,100 shares; 2026Q3: 1,100 shares 1,100 $38K <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; 2024Q4: 823 shares; 2025Q1: 823 shares; 2025Q2: 823 shares; 2025Q3: 447 shares; 2025Q4: 447 shares; 2026Q1: 447 shares; 2026Q2: 447 shares; 2026Q3: 447 shares 447 $37.9K <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; 2024Q4: 564 shares; 2025Q1: 511 shares; 2025Q2: 430 shares; 2025Q3: 430 shares; 2025Q4: 430 shares; 2026Q1: 430 shares; 2026Q2: 430 shares; 2026Q3: 430 shares 430 $37.9K <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; 2024Q4: 435 shares; 2025Q1: 435 shares; 2025Q2: 435 shares; 2025Q3: 435 shares; 2025Q4: 497 shares; 2026Q1: 435 shares; 2026Q2: 435 shares; 2026Q3: 435 shares 435 $37.7K <0.01% 0 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 225 shares; 2025Q1: 225 shares; 2025Q2: 225 shares; 2025Q3: 225 shares; 2025Q4: 225 shares; 2026Q1: 85 shares; 2026Q2: 85 shares; 2026Q3: 85 shares 85 $36.7K <0.01% 0 Timeline PPL PPL CORP More: the full row for PPL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,585 shares; 2025Q1: 1,265 shares; 2025Q2: 1,167 shares; 2025Q3: 1,167 shares; 2025Q4: 1,111 shares; 2026Q1: 1,111 shares; 2026Q2: 1,111 shares; 2026Q3: 1,111 shares 1,111 $36.5K <0.01% 0 Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 281 shares 281 $36.5K <0.01% new Timeline TROW PRICE T ROWE GROUP INC More: the full row for PRICE T ROWE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 350 shares; 2025Q1: 350 shares; 2025Q2: 350 shares; 2025Q3: 350 shares; 2025Q4: 350 shares; 2026Q1: 350 shares; 2026Q2: 350 shares; 2026Q3: 350 shares 350 $36.4K <0.01% 0 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 85 shares; 2025Q1: 85 shares; 2025Q2: 85 shares; 2025Q3: 85 shares; 2025Q4: 84 shares; 2026Q1: 84 shares; 2026Q2: 84 shares; 2026Q3: 84 shares 84 $35.8K <0.01% 0 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 242 shares; 2025Q1: 242 shares; 2025Q2: 242 shares; 2025Q3: 242 shares; 2025Q4: 242 shares; 2026Q1: 208 shares; 2026Q2: 208 shares; 2026Q3: 208 shares 208 $35K <0.01% 0 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 247 shares; 2025Q4: 247 shares; 2026Q1: 247 shares; 2026Q2: 247 shares; 2026Q3: 447 shares 447 $34.9K <0.01% +200 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 883 shares; 2025Q1: 604 shares; 2025Q2: 604 shares; 2025Q3: 604 shares; 2025Q4: 706 shares; 2026Q1: 604 shares; 2026Q2: 604 shares; 2026Q3: 604 shares 604 $34.9K <0.01% 0 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 306 shares; 2025Q1: 174 shares; 2025Q2: 9 shares; 2025Q3: 9 shares; 2025Q4: 47 shares; 2026Q1: 47 shares; 2026Q2: 47 shares; 2026Q3: 64 shares 64 $34.6K <0.01% +17 Timeline CNI CANADIAN NATL RY CO More: the full row for CANADIAN NATL RY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 624 shares; 2025Q1: 290 shares; 2025Q2: 290 shares; 2025Q3: 290 shares; 2025Q4: 290 shares; 2026Q1: 290 shares; 2026Q2: 290 shares; 2026Q3: 290 shares 290 $34.5K <0.01% 0 Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 387 shares; 2025Q1: 387 shares; 2025Q2: 387 shares; 2025Q3: 391 shares; 2025Q4: 391 shares; 2026Q1: 465 shares; 2026Q2: 465 shares; 2026Q3: 465 shares 465 $33.9K <0.01% 0 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 7,584 shares; 2025Q1: 7,407 shares; 2025Q2: 7,578 shares; 2025Q3: 125 shares; 2025Q4: 100 shares; 2026Q1: 115 shares; 2026Q2: 41 shares; 2026Q3: 36 shares 36 $33.2K <0.01% -5 Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 650 shares; 2025Q1: 650 shares; 2025Q2: 650 shares; 2025Q3: 650 shares; 2025Q4: 650 shares; 2026Q1: 650 shares; 2026Q2: 650 shares; 2026Q3: 650 shares 650 $32.9K <0.01% 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; 2024Q4: 298 shares; 2025Q1: 311 shares; 2025Q2: 248 shares; 2025Q3: 193 shares; 2025Q4: 162 shares; 2026Q1: 148 shares; 2026Q2: 148 shares; 2026Q3: 118 shares 118 $32.1K <0.01% -30 Timeline MDU MDU RES GROUP INC More: the full row for MDU RES GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,986 shares; 2025Q1: 4,136 shares; 2025Q2: 4,243 shares; 2025Q3: 2,155 shares; 2025Q4: 2,046 shares; 2026Q1: 2,016 shares; 2026Q2: 1,810 shares; 2026Q3: 1,687 shares 1,687 $31.3K <0.01% -123 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 118 shares; 2025Q1: 118 shares; 2025Q2: 118 shares; 2025Q3: 118 shares; 2025Q4: 118 shares; 2026Q1: 118 shares; 2026Q2: 118 shares; 2026Q3: 118 shares 118 $30.9K <0.01% 0 Timeline SLVP ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 460 shares; 2026Q1: 460 shares; 2026Q2: 460 shares; 2026Q3: 880 shares 880 $30.8K <0.01% +420 Timeline PGX INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,500 shares; 2025Q1: 6,500 shares; 2025Q2: 6,500 shares; 2025Q3: 6,500 shares; 2025Q4: 6,500 shares; 2026Q1: 6,500 shares; 2026Q2: 6,500 shares; 2026Q3: 3,000 shares 3,000 $30.2K <0.01% -3,500 Timeline IYK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 408 shares; 2025Q1: 408 shares; 2025Q2: 408 shares; 2025Q3: 408 shares; 2025Q4: 408 shares; 2026Q1: 408 shares; 2026Q2: 408 shares; 2026Q3: 408 shares 408 $28.9K <0.01% 0 Timeline RF REGIONS FINANCIAL CORP NEW More: the full row for REGIONS FINANCIAL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,433 shares; 2025Q1: 1,830 shares; 2025Q2: 1,830 shares; 2025Q3: 1,414 shares; 2025Q4: 1,393 shares; 2026Q1: 1,393 shares; 2026Q2: 1,073 shares; 2026Q3: 1,073 shares 1,073 $28.8K <0.01% 0 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 273 shares; 2025Q1: 286 shares; 2025Q2: 311 shares; 2025Q3: 273 shares; 2025Q4: 233 shares; 2026Q1: 233 shares; 2026Q2: 209 shares; 2026Q3: 105 shares 105 $28.8K <0.01% -104 Timeline SPLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 58 shares; 2025Q1: 58 shares; 2025Q2: 58 shares; 2025Q3: 453 shares; 2025Q4: 418 shares; 2026Q1: 404 shares; 2026Q2: 404 shares; 2026Q3: 404 shares 404 $28.5K <0.01% 0 Timeline JTEK J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 220 shares; 2025Q4: 220 shares; 2026Q1: 261 shares; 2026Q2: 261 shares; 2026Q3: 261 shares 261 $27.5K <0.01% 0 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 189 shares; 2025Q1: 189 shares; 2025Q2: 189 shares; 2025Q3: 189 shares; 2025Q4: 189 shares; 2026Q1: 583 shares; 2026Q2: 583 shares; 2026Q3: 583 shares 583 $27.3K <0.01% 0 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 107 shares; 2025Q1: 103 shares; 2025Q2: 101 shares; 2025Q3: 99 shares; 2025Q4: 99 shares; 2026Q1: 99 shares; 2026Q2: 98 shares; 2026Q3: 69 shares 69 $27.2K <0.01% -29 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 227 shares; 2025Q4: 227 shares; 2026Q1: 227 shares; 2026Q2: 227 shares; 2026Q3: 227 shares 227 $27.2K <0.01% 0 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 158 shares; 2025Q1: 158 shares; 2025Q2: 158 shares; 2025Q3: 158 shares; 2025Q4: 185 shares; 2026Q1: 106 shares; 2026Q2: 326 shares; 2026Q3: 285 shares 285 $26.8K <0.01% -41 Timeline HAS HASBRO INC More: the full row for HASBRO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 490 shares; 2025Q1: 490 shares; 2025Q2: 490 shares; 2025Q3: 400 shares; 2025Q4: 300 shares; 2026Q1: 300 shares; 2026Q2: 300 shares; 2026Q3: 300 shares 300 $26.3K <0.01% 0 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 112 shares; 2025Q1: 112 shares; 2025Q2: 112 shares; 2025Q3: 112 shares; 2025Q4: 112 shares; 2026Q1: 333 shares; 2026Q2: 333 shares; 2026Q3: 333 shares 333 $25.4K <0.01% 0 Timeline UL UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 416 shares; 2026Q2: 416 shares; 2026Q3: 416 shares 416 $25.3K <0.01% 0 Timeline VLTO VERALTO CORP More: the full row for VERALTO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 315 shares; 2025Q1: 315 shares; 2025Q2: 315 shares; 2025Q3: 315 shares; 2025Q4: 315 shares; 2026Q1: 315 shares; 2026Q2: 267 shares; 2026Q3: 267 shares 267 $25.2K <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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 500 shares; 2025Q4: 500 shares; 2026Q1: 500 shares; 2026Q2: 500 shares; 2026Q3: 437 shares 437 $25.2K <0.01% -63 Timeline AMCR AMCOR PLC More: the full row for AMCOR PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 600 shares; 2026Q3: 600 shares 600 $25.1K <0.01% 0 Timeline SOLS SOLSTICE ADVANCED MATLS INC More: the full row for SOLSTICE ADVANCED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 484 shares; 2026Q2: 458 shares; 2026Q3: 438 shares 438 $24.7K <0.01% -20 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 225 shares; 2025Q1: 217 shares; 2025Q2: 217 shares; 2025Q3: 217 shares; 2025Q4: 248 shares; 2026Q1: 239 shares; 2026Q2: 239 shares; 2026Q3: 239 shares 239 $24.4K <0.01% 0 Timeline TOTL SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 650 shares 650 $24.3K <0.01% new Timeline FDXF FEDEX FGHT HLDG CO INC More: the full row for FEDEX FGHT HLDG CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 221 shares 221 $24.2K <0.01% new Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 44 shares; 2025Q1: 28 shares; 2025Q2: 28 shares; 2025Q3: 15 shares; 2025Q4: 15 shares; 2026Q1: 25 shares; 2026Q2: 25 shares; 2026Q3: 25 shares 25 $23.9K <0.01% 0 Timeline WTRG ESSENTIAL UTILS INC More: the full row for ESSENTIAL UTILS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 573 shares; 2025Q1: 578 shares; 2025Q2: 583 shares; 2025Q3: 588 shares; 2025Q4: 593 shares; 2026Q1: 598 shares; 2026Q2: 604 shares; 2026Q3: 609 shares 609 $23.9K <0.01% +5 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,767 shares; 2025Q1: 1,071 shares; 2025Q2: 1,071 shares; 2025Q3: 1,071 shares; 2025Q4: 300 shares; 2026Q1: 300 shares; 2026Q2: 300 shares; 2026Q3: 300 shares 300 $23.4K <0.01% 0 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 398 shares; 2025Q1: 398 shares; 2025Q2: 398 shares; 2025Q3: 298 shares; 2025Q4: 332 shares; 2026Q1: 298 shares; 2026Q2: 298 shares; 2026Q3: 298 shares 298 $23.2K <0.01% 0 Timeline DOW DOW HLDGS INC More: the full row for DOW HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 829 shares; 2025Q1: 891 shares; 2025Q2: 844 shares; 2025Q3: 844 shares; 2025Q4: 844 shares; 2026Q1: 844 shares; 2026Q2: 844 shares; 2026Q3: 829 shares 829 $22.8K <0.01% -15 Timeline COKE COCA COLA CONS INC More: the full row for COCA COLA CONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 120 shares; 2026Q1: 120 shares; 2026Q2: 120 shares; 2026Q3: 120 shares 120 $22.7K <0.01% 0 Timeline FLG-PU FLAGSTAR BANK NATIONAL ASSOC More: the full row for FLAGSTAR BANK NATIONAL ASSOC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 600 shares; 2025Q1: 600 shares; 2025Q2: 600 shares; 2025Q3: 600 shares; 2025Q4: 600 shares; 2026Q1: 600 shares; 2026Q2: 600 shares; 2026Q3: 600 shares 600 $22.7K <0.01% 0 Timeline VMBS VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 520 shares; 2025Q1: 520 shares; 2025Q2: 520 shares; 2025Q3: 328 shares; 2025Q4: 328 shares; 2026Q1: 507 shares; 2026Q2: 507 shares; 2026Q3: 507 shares 507 $22.5K <0.01% 0 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,284 shares; 2025Q1: 320 shares; 2025Q2: 320 shares; 2025Q3: 320 shares; 2025Q4: 320 shares; 2026Q1: 320 shares; 2026Q2: 320 shares; 2026Q3: 320 shares 320 $22.4K <0.01% 0 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 188 shares; 2025Q1: 189 shares; 2025Q2: 189 shares; 2025Q3: 189 shares; 2025Q4: 138 shares; 2026Q1: 138 shares; 2026Q2: 138 shares; 2026Q3: 138 shares 138 $21.8K <0.01% 0 Timeline OHI OMEGA HEALTHCARE INVS INC More: the full row for OMEGA HEALTHCARE INVS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 465 shares; 2025Q1: 465 shares; 2025Q2: 465 shares; 2025Q3: 465 shares; 2025Q4: 465 shares; 2026Q1: 465 shares; 2026Q2: 465 shares; 2026Q3: 465 shares 465 $21.5K <0.01% 0 Timeline PPTA PERPETUA RESOURCES CORP More: the full row for PERPETUA RESOURCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 989 shares; 2025Q4: 989 shares; 2026Q1: 989 shares; 2026Q2: 989 shares; 2026Q3: 989 shares 989 $21.3K <0.01% 0 Timeline GME GAMESTOP CORP More: the full row for GAMESTOP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 250 shares; 2025Q1: 250 shares; 2025Q2: 385 shares; 2025Q3: 470 shares; 2025Q4: 700 shares; 2026Q1: 780 shares; 2026Q2: 795 shares; 2026Q3: 865 shares 865 $21.3K <0.01% +70 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,868 shares; 2025Q1: 1,868 shares; 2025Q2: 327 shares; 2025Q3: 327 shares; 2025Q4: 327 shares; 2026Q1: 317 shares; 2026Q2: 317 shares; 2026Q3: 317 shares 317 $21.2K <0.01% 0 Timeline CEF SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 500 shares 500 $20.8K <0.01% new Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 104 shares; 2025Q1: 92 shares; 2025Q2: 93 shares; 2025Q3: 75 shares; 2025Q4: 73 shares; 2026Q1: 73 shares; 2026Q2: 73 shares; 2026Q3: 58 shares 58 $20.6K <0.01% -15 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 63 shares; 2025Q1: 58 shares; 2025Q2: 51 shares; 2025Q3: 51 shares; 2025Q4: 51 shares; 2026Q1: 51 shares; 2026Q2: 51 shares; 2026Q3: 41 shares 41 $20.2K <0.01% -10 Timeline SPIB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 689 shares; 2025Q1: 652 shares; 2025Q2: 652 shares; 2025Q3: 652 shares; 2025Q4: 652 shares; 2026Q1: 625 shares; 2026Q2: 625 shares; 2026Q3: 625 shares 625 $20.2K <0.01% 0 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 96 shares; 2025Q1: 96 shares; 2025Q2: 96 shares; 2025Q3: 96 shares; 2025Q4: 154 shares; 2026Q1: 96 shares; 2026Q2: 96 shares; 2026Q3: 96 shares 96 $19.9K <0.01% 0 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 792 shares; 2025Q1: 664 shares; 2025Q2: 666 shares; 2025Q3: 666 shares; 2025Q4: 400 shares; 2026Q1: 400 shares; 2026Q2: 400 shares; 2026Q3: 400 shares 400 $19.5K <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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 476 shares; 2026Q2: 476 shares; 2026Q3: 476 shares 476 $19.5K <0.01% 0 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,040 shares; 2025Q1: 2,040 shares; 2025Q2: 2,040 shares; 2025Q3: 2,040 shares; 2025Q4: 2,040 shares; 2026Q1: 1,840 shares; 2026Q2: 1,840 shares; 2026Q3: 540 shares 540 $19.4K <0.01% -1,300 Timeline GDXJ VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 7 shares; 2026Q3: 168 shares 168 $19.1K <0.01% +161 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 152 shares; 2025Q1: 152 shares; 2025Q2: 152 shares; 2025Q3: 152 shares; 2025Q4: 186 shares; 2026Q1: 152 shares; 2026Q2: 152 shares; 2026Q3: 128 shares 128 $19K <0.01% -24 Timeline CEFS EXCHANGE LISTED FDS TR More: the full row for EXCHANGE LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 772 shares; 2025Q4: 772 shares; 2026Q1: 772 shares; 2026Q2: 772 shares; 2026Q3: 772 shares 772 $18.9K <0.01% 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 33 shares 33 $18.8K <0.01% new Timeline SCHI SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,680 shares; 2025Q1: 1,671 shares; 2025Q2: 1,671 shares; 2025Q3: 1,671 shares; 2025Q4: 1,010 shares; 2026Q1: 870 shares; 2026Q2: 870 shares; 2026Q3: 870 shares 870 $18.7K <0.01% 0 Timeline TYL TYLER TECHNOLOGIES INC More: the full row for TYLER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 63 shares; 2025Q1: 58 shares; 2025Q2: 58 shares; 2025Q3: 58 shares; 2025Q4: 58 shares; 2026Q1: 58 shares; 2026Q2: 58 shares; 2026Q3: 58 shares 58 $18.5K <0.01% 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 50 shares; 2025Q3: 50 shares; 2025Q4: 50 shares; 2026Q1: 50 shares; 2026Q2: 50 shares; 2026Q3: 50 shares 50 $18.2K <0.01% 0 Timeline FTV FORTIVE CORP More: the full row for FORTIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 552 shares; 2025Q1: 572 shares; 2025Q2: 552 shares; 2025Q3: 552 shares; 2025Q4: 487 shares; 2026Q1: 487 shares; 2026Q2: 387 shares; 2026Q3: 327 shares 327 $17.9K <0.01% -60 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; 2024Q4: 320 shares; 2025Q1: 320 shares; 2025Q2: 320 shares; 2025Q3: 250 shares; 2025Q4: 250 shares; 2026Q1: 250 shares; 2026Q2: 250 shares; 2026Q3: 250 shares 250 $17.6K <0.01% 0 Timeline STZ CONSTELLATION BRANDS INC More: the full row for CONSTELLATION BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 8,509 shares; 2025Q1: 8,020 shares; 2025Q2: 7,655 shares; 2025Q3: 2,381 shares; 2025Q4: 1,518 shares; 2026Q1: 383 shares; 2026Q2: 212 shares; 2026Q3: 155 shares 155 $17.5K <0.01% -57 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 100 shares; 2025Q3: 100 shares; 2025Q4: 100 shares; 2026Q1: 100 shares; 2026Q2: 100 shares; 2026Q3: 100 shares 100 $17.2K <0.01% 0 Timeline EXE EXPAND ENERGY CORPORATION More: the full row for EXPAND ENERGY CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 200 shares; 2025Q1: 200 shares; 2025Q2: 200 shares; 2025Q3: 200 shares; 2025Q4: 200 shares; 2026Q1: 200 shares; 2026Q2: 200 shares; 2026Q3: 200 shares 200 $16.8K <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; 2024Q4: 4 shares; 2025Q1: 6 shares; 2025Q2: 4 shares; 2025Q3: 4 shares; 2025Q4: 4 shares; 2026Q1: 4 shares; 2026Q2: 100 shares; 2026Q3: 100 shares 100 $16.3K <0.01% 0 Timeline ADX ADAMS DIVERSIFIED EQUITY FD More: the full row for ADAMS DIVERSIFIED EQUITY FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 633 shares; 2025Q1: 633 shares; 2025Q2: 633 shares; 2025Q3: 633 shares; 2025Q4: 633 shares; 2026Q1: 633 shares; 2026Q2: 633 shares; 2026Q3: 633 shares 633 $16.2K <0.01% 0 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 237 shares; 2025Q1: 218 shares; 2025Q2: 199 shares; 2025Q3: 166 shares; 2025Q4: 154 shares; 2026Q1: 154 shares; 2026Q2: 154 shares; 2026Q3: 154 shares 154 $16K <0.01% 0 Timeline INGR INGREDION INC More: the full row for INGREDION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 100 shares; 2025Q1: 4,513 shares; 2025Q2: 4,763 shares; 2025Q3: 4,465 shares; 2025Q4: 4,340 shares; 2026Q1: 3,866 shares; 2026Q2: 3,567 shares; 2026Q3: 167 shares 167 $16K <0.01% -3,400 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 240 shares; 2025Q1: 330 shares; 2025Q2: 230 shares; 2025Q3: 155 shares; 2025Q4: 238 shares; 2026Q1: 125 shares; 2026Q2: 85 shares; 2026Q3: 85 shares 85 $15.9K <0.01% 0 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; 2024Q4: 75 shares; 2025Q1: 75 shares; 2025Q2: 75 shares; 2025Q3: 75 shares; 2025Q4: 88 shares; 2026Q1: 75 shares; 2026Q2: 57 shares; 2026Q3: 57 shares 57 $15.9K <0.01% 0 Timeline OSK OSHKOSH CORP More: the full row for OSHKOSH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 123 shares; 2025Q1: 123 shares; 2025Q2: 123 shares; 2025Q3: 123 shares; 2025Q4: 123 shares; 2026Q1: 123 shares; 2026Q2: 123 shares; 2026Q3: 123 shares 123 $15.8K <0.01% 0 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3 shares; 2025Q1: 3 shares; 2025Q2: 3 shares; 2025Q3: 116 shares; 2025Q4: 116 shares; 2026Q1: 116 shares; 2026Q2: 116 shares; 2026Q3: 116 shares 116 $15.8K <0.01% 0 Timeline PCAR PACCAR INC More: the full row for PACCAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 144 shares; 2025Q1: 145 shares; 2025Q2: 145 shares; 2025Q3: 145 shares; 2025Q4: 144 shares; 2026Q1: 144 shares; 2026Q2: 144 shares; 2026Q3: 144 shares 144 $15.8K <0.01% 0 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 619 shares; 2025Q1: 597 shares; 2025Q2: 589 shares; 2025Q3: 502 shares; 2025Q4: 188 shares; 2026Q1: 185 shares; 2026Q2: 172 shares; 2026Q3: 172 shares 172 $15.4K <0.01% 0 Timeline LIT GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 221 shares; 2025Q1: 222 shares; 2025Q2: 222 shares; 2025Q3: 223 shares; 2025Q4: 223 shares; 2026Q1: 223 shares; 2026Q2: 223 shares; 2026Q3: 224 shares 224 $15.3K <0.01% +1 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 61 shares; 2025Q1: 61 shares; 2025Q2: 61 shares; 2025Q3: 61 shares; 2025Q4: 60 shares; 2026Q1: 60 shares; 2026Q2: 60 shares; 2026Q3: 60 shares 60 $15.2K <0.01% 0 Timeline XYL XYLEM INC More: the full row for XYLEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 196 shares; 2025Q1: 196 shares; 2025Q2: 196 shares; 2025Q3: 196 shares; 2025Q4: 196 shares; 2026Q1: 196 shares; 2026Q2: 150 shares; 2026Q3: 150 shares 150 $15.2K <0.01% 0 Timeline ICLN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 885 shares; 2025Q1: 885 shares; 2025Q2: 885 shares; 2025Q3: 885 shares; 2025Q4: 885 shares; 2026Q1: 885 shares; 2026Q2: 885 shares; 2026Q3: 885 shares 885 $15K <0.01% 0 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 54 shares; 2025Q1: 54 shares; 2025Q2: 54 shares; 2025Q3: 54 shares; 2025Q4: 54 shares; 2026Q1: 54 shares; 2026Q2: 54 shares; 2026Q3: 54 shares 54 $14.9K <0.01% 0 Timeline VICR VICOR CORP More: the full row for VICOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 50 shares; 2025Q1: 50 shares; 2025Q2: 50 shares; 2025Q3: 50 shares; 2025Q4: 50 shares; 2026Q1: 50 shares; 2026Q2: 50 shares; 2026Q3: 50 shares 50 $14.4K <0.01% 0 Timeline EMA EMERA INC More: the full row for EMERA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 300 shares; 2026Q1: 300 shares; 2026Q2: 300 shares; 2026Q3: 300 shares 300 $14.3K <0.01% 0 Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 15 shares; 2026Q3: 161 shares 161 $14.1K <0.01% +146 Timeline EIX EDISON INTL More: the full row for EDISON INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 250 shares; 2026Q1: 250 shares; 2026Q2: 250 shares; 2026Q3: 250 shares 250 $13.4K <0.01% 0 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,802 shares; 2025Q1: 1,645 shares; 2025Q2: 460 shares; 2025Q3: 564 shares; 2025Q4: 471 shares; 2026Q1: 408 shares; 2026Q2: 240 shares; 2026Q3: 132 shares 132 $13.1K <0.01% -108 Timeline CGEM CULLINAN THERAPEUTICS INC More: the full row for CULLINAN THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 842 shares; 2026Q2: 842 shares; 2026Q3: 842 shares 842 $12.9K <0.01% 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; 2024Q4: 78 shares; 2025Q1: 78 shares; 2025Q2: 78 shares; 2025Q3: 78 shares; 2025Q4: 78 shares; 2026Q1: 78 shares; 2026Q2: 99 shares; 2026Q3: 34 shares 34 $12.7K <0.01% -65 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 151 shares; 2025Q1: 151 shares; 2025Q2: 151 shares; 2025Q3: 151 shares; 2025Q4: 150 shares; 2026Q1: 150 shares; 2026Q2: 150 shares; 2026Q3: 150 shares 150 $12.5K <0.01% 0 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,060 shares; 2025Q1: 1,071 shares; 2025Q2: 636 shares; 2025Q3: 636 shares; 2025Q4: 636 shares; 2026Q1: 636 shares; 2026Q2: 636 shares; 2026Q3: 386 shares 386 $12.4K <0.01% -250 Timeline BXP BXP INC More: the full row for BXP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 200 shares; 2025Q4: 200 shares; 2026Q1: 200 shares; 2026Q2: 200 shares; 2026Q3: 200 shares 200 $12.2K <0.01% 0 Timeline SNDK SANDISK CORP More: the full row for SANDISK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7 shares; 2025Q3: 7 shares; 2025Q4: 7 shares; 2026Q1: 7 shares; 2026Q2: 7 shares; 2026Q3: 7 shares 7 $12.2K <0.01% 0 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 113 shares; 2025Q1: 113 shares; 2025Q2: 113 shares; 2025Q3: 113 shares; 2025Q4: 113 shares; 2026Q1: 113 shares; 2026Q2: 113 shares; 2026Q3: 113 shares 113 $12K <0.01% 0 Timeline FBIN FORTUNE BRANDS INNOVATIONS I More: the full row for FORTUNE BRANDS INNOVATIONS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 300 shares; 2025Q1: 300 shares; 2025Q2: 300 shares; 2025Q3: 300 shares; 2025Q4: 300 shares; 2026Q1: 300 shares; 2026Q2: 300 shares; 2026Q3: 300 shares 300 $11.4K <0.01% 0 Timeline SAN BANCO SANTANDER SA More: the full row for BANCO SANTANDER SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 21,936 shares; 2025Q1: 21,936 shares; 2025Q2: 21,936 shares; 2025Q3: 18,536 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 821 shares 821 $11.4K <0.01% new Timeline BLV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 58 shares; 2025Q1: 58 shares; 2025Q2: 58 shares; 2025Q3: 58 shares; 2025Q4: 58 shares; 2026Q1: 174 shares; 2026Q2: 174 shares; 2026Q3: 174 shares 174 $10.9K <0.01% 0 Timeline MKC MCCORMICK & CO INC More: the full row for MCCORMICK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 230 shares; 2026Q3: 230 shares 230 $10.7K <0.01% 0 Timeline CMS CMS ENERGY CORP More: the full row for CMS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 167 shares; 2025Q1: 168 shares; 2025Q2: 168 shares; 2025Q3: 168 shares; 2025Q4: 168 shares; 2026Q1: 168 shares; 2026Q2: 168 shares; 2026Q3: 168 shares 168 $10.6K <0.01% 0 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 23 shares; 2025Q1: 23 shares; 2025Q2: 23 shares; 2025Q3: 23 shares; 2025Q4: 23 shares; 2026Q1: 23 shares; 2026Q2: 23 shares; 2026Q3: 23 shares 23 $10.5K <0.01% 0 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 66 shares; 2025Q1: 66 shares; 2025Q2: 66 shares; 2025Q3: 66 shares; 2025Q4: 77 shares; 2026Q1: 64 shares; 2026Q2: 64 shares; 2026Q3: 64 shares 64 $10.4K <0.01% 0 Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 182 shares; 2025Q1: 142 shares; 2025Q2: 108 shares; 2025Q3: 109 shares; 2025Q4: 111 shares; 2026Q1: 112 shares; 2026Q2: 113 shares; 2026Q3: 115 shares 115 $10.4K <0.01% +2 Timeline XME SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 100 shares; 2025Q4: 100 shares; 2026Q1: 100 shares; 2026Q2: 100 shares; 2026Q3: 100 shares 100 $10.4K <0.01% 0 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 103 shares; 2025Q1: not reported; 2025Q2: 50 shares; 2025Q3: 50 shares; 2025Q4: 50 shares; 2026Q1: 50 shares; 2026Q2: 50 shares; 2026Q3: 50 shares 50 $10K <0.01% 0 Timeline MUFG MITSUBISHI UFJ FINANCIAL GRO More: the full row for MITSUBISHI UFJ FINANCIAL GRO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 429 shares; 2025Q1: 429 shares; 2025Q2: 429 shares; 2025Q3: 429 shares; 2025Q4: 429 shares; 2026Q1: 429 shares; 2026Q2: 429 shares; 2026Q3: 429 shares 429 $9.9K <0.01% 0 Timeline VMC VULCAN MATLS CO More: the full row for VULCAN MATLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 24 shares; 2026Q2: 24 shares; 2026Q3: 40 shares 40 $9.79K <0.01% +16 Timeline BROS DUTCH BROS INC More: the full row for DUTCH BROS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 100 shares; 2026Q2: not reported; 2026Q3: 251 shares 251 $9.68K <0.01% new Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 252 shares; 2026Q3: 125 shares 125 $9.62K <0.01% -127 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 145 shares; 2026Q1: 145 shares; 2026Q2: 145 shares; 2026Q3: 70 shares 70 $9.38K <0.01% -75 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; 2024Q4: 135 shares; 2025Q1: 135 shares; 2025Q2: 135 shares; 2025Q3: 135 shares; 2025Q4: 135 shares; 2026Q1: 135 shares; 2026Q2: 135 shares; 2026Q3: 135 shares 135 $9.38K <0.01% 0 Timeline OWL BLUE OWL CAPITAL INC More: the full row for BLUE OWL CAPITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,030 shares; 2026Q3: 1,030 shares 1,030 $9.36K <0.01% 0 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 747 shares; 2025Q1: 603 shares; 2025Q2: 113 shares; 2025Q3: 77 shares; 2025Q4: 73 shares; 2026Q1: 108 shares; 2026Q2: 27 shares; 2026Q3: 27 shares 27 $9.17K <0.01% 0 Timeline SPCX SPACE EXPLORATION TECHN CORP More: the full row for SPACE EXPLORATION TECHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 60 shares 60 $9.05K <0.01% new Timeline WY WEYERHAEUSER CO More: the full row for WEYERHAEUSER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,115 shares; 2025Q1: 1,115 shares; 2025Q2: 1,115 shares; 2025Q3: 1,115 shares; 2025Q4: 1,115 shares; 2026Q1: 464 shares; 2026Q2: 464 shares; 2026Q3: 464 shares 464 $8.84K <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; 2024Q4: 1,264 shares; 2025Q1: 192 shares; 2025Q2: 547 shares; 2025Q3: 192 shares; 2025Q4: 246 shares; 2026Q1: 246 shares; 2026Q2: 246 shares; 2026Q3: 246 shares 246 $8.76K <0.01% 0 Timeline NOV NOV INC More: the full row for NOV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 450 shares; 2025Q1: 450 shares; 2025Q2: 450 shares; 2025Q3: 450 shares; 2025Q4: 450 shares; 2026Q1: 450 shares; 2026Q2: 450 shares; 2026Q3: 450 shares 450 $8.43K <0.01% 0 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 161 shares; 2025Q1: 31 shares; 2025Q2: 31 shares; 2025Q3: 31 shares; 2025Q4: 56 shares; 2026Q1: 75 shares; 2026Q2: 75 shares; 2026Q3: 75 shares 75 $8.41K <0.01% 0 Timeline SUSC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 370 shares; 2025Q1: 370 shares; 2025Q2: 370 shares; 2025Q3: 370 shares; 2025Q4: 370 shares; 2026Q1: 370 shares; 2026Q2: 370 shares; 2026Q3: 383 shares 383 $8.4K <0.01% +13 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 13 shares; 2025Q1: 13 shares; 2025Q2: 13 shares; 2025Q3: 13 shares; 2025Q4: 13 shares; 2026Q1: 13 shares; 2026Q2: 13 shares; 2026Q3: 13 shares 13 $8.35K <0.01% 0 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 11,281 shares; 2025Q1: 11,396 shares; 2025Q2: 10,050 shares; 2025Q3: 9,108 shares; 2025Q4: 263 shares; 2026Q1: 158 shares; 2026Q2: 155 shares; 2026Q3: 155 shares 155 $8.14K <0.01% 0 Timeline DNOW DNOW INC More: the full row for DNOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 112 shares; 2025Q1: 112 shares; 2025Q2: 112 shares; 2025Q3: 112 shares; 2025Q4: 112 shares; 2026Q1: 524 shares; 2026Q2: 524 shares; 2026Q3: 524 shares 524 $8.12K <0.01% 0 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,136 shares; 2025Q1: 1,136 shares; 2025Q2: 1,136 shares; 2025Q3: 184 shares; 2025Q4: 184 shares; 2026Q1: 184 shares; 2026Q2: 184 shares; 2026Q3: 184 shares 184 $8.09K <0.01% 0 Timeline BAH BOOZ ALLEN HAMILTON HLDG COR More: the full row for BOOZ ALLEN HAMILTON HLDG COR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 115 shares 115 $7.98K <0.01% new Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,032 shares; 2025Q1: 3,032 shares; 2025Q2: 3,032 shares; 2025Q3: 3,032 shares; 2025Q4: 3,032 shares; 2026Q1: 3,032 shares; 2026Q2: not reported; 2026Q3: 55 shares 55 $7.96K <0.01% new Timeline NGG NATIONAL GRID PLC More: the full row for NATIONAL GRID PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 100 shares; 2025Q4: 276 shares; 2026Q1: 100 shares; 2026Q2: 100 shares; 2026Q3: 100 shares 100 $7.58K <0.01% 0 Timeline RAL RALLIANT CORP More: the full row for RALLIANT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 150 shares; 2025Q4: 129 shares; 2026Q1: 129 shares; 2026Q2: 109 shares; 2026Q3: 109 shares 109 $7.54K <0.01% 0 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 226 shares; 2025Q1: 95 shares; 2025Q2: 95 shares; 2025Q3: 95 shares; 2025Q4: 95 shares; 2026Q1: 95 shares; 2026Q2: 95 shares; 2026Q3: 95 shares 95 $7.33K <0.01% 0 Timeline SOFI SOFI TECHNOLOGIES INC More: the full row for SOFI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 400 shares; 2026Q2: 405 shares; 2026Q3: 455 shares 455 $7.15K <0.01% +50 Timeline RKLB ROCKET LAB CORP More: the full row for ROCKET LAB CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 100 shares; 2025Q4: 100 shares; 2026Q1: 100 shares; 2026Q2: 100 shares; 2026Q3: 100 shares 100 $6.97K <0.01% 0 Timeline DEM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 561 shares; 2025Q1: 561 shares; 2025Q2: 561 shares; 2025Q3: 561 shares; 2025Q4: 125 shares; 2026Q1: 125 shares; 2026Q2: 125 shares; 2026Q3: 125 shares 125 $6.91K <0.01% 0 Timeline ATO ATMOS ENERGY CORP More: the full row for ATMOS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 43 shares; 2025Q1: 43 shares; 2025Q2: 43 shares; 2025Q3: 43 shares; 2025Q4: 43 shares; 2026Q1: 43 shares; 2026Q2: 43 shares; 2026Q3: 43 shares 43 $6.73K <0.01% 0 Timeline CORP PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 259 shares; 2025Q1: 279 shares; 2025Q2: 279 shares; 2025Q3: 218 shares; 2025Q4: 96 shares; 2026Q1: 96 shares; 2026Q2: 73 shares; 2026Q3: 73 shares 73 $6.7K <0.01% 0 Timeline HAL HALLIBURTON CO More: the full row for HALLIBURTON CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 208 shares; 2025Q1: 208 shares; 2025Q2: 208 shares; 2025Q3: 208 shares; 2025Q4: 208 shares; 2026Q1: 208 shares; 2026Q2: 208 shares; 2026Q3: 208 shares 208 $6.61K <0.01% 0 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 162 shares; 2025Q1: 175 shares; 2025Q2: 162 shares; 2025Q3: 140 shares; 2025Q4: 77 shares; 2026Q1: 77 shares; 2026Q2: 58 shares; 2026Q3: 20 shares 20 $6.5K <0.01% -38 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 132 shares; 2026Q2: 132 shares; 2026Q3: 132 shares 132 $6.5K <0.01% 0 Timeline CSL CARLISLE COS INC More: the full row for CARLISLE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 20 shares; 2026Q1: 20 shares; 2026Q2: 20 shares; 2026Q3: 20 shares 20 $6.44K <0.01% 0 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 51 shares; 2025Q1: 74 shares; 2025Q2: 51 shares; 2025Q3: 51 shares; 2025Q4: 61 shares; 2026Q1: 51 shares; 2026Q2: 51 shares; 2026Q3: 30 shares 30 $6.33K <0.01% -21 Timeline BIIB BIOGEN INC More: the full row for BIOGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 28 shares; 2025Q1: 28 shares; 2025Q2: 28 shares; 2025Q3: 28 shares; 2025Q4: 28 shares; 2026Q1: 28 shares; 2026Q2: 28 shares; 2026Q3: 28 shares 28 $6.33K <0.01% 0 Timeline SHM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 406 shares; 2025Q1: 395 shares; 2025Q2: 395 shares; 2025Q3: 395 shares; 2025Q4: 134 shares; 2026Q1: 134 shares; 2026Q2: 134 shares; 2026Q3: 134 shares 134 $6.25K <0.01% 0 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 566 shares; 2025Q1: 275 shares; 2025Q2: 270 shares; 2025Q3: 267 shares; 2025Q4: 264 shares; 2026Q1: 264 shares; 2026Q2: 136 shares; 2026Q3: 134 shares 134 $6.2K <0.01% -2 Timeline BAX BAXTER INTL INC More: the full row for BAXTER INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 290 shares; 2025Q1: 290 shares; 2025Q2: 290 shares; 2025Q3: 290 shares; 2025Q4: 250 shares; 2026Q1: 250 shares; 2026Q2: 250 shares; 2026Q3: 250 shares 250 $6K <0.01% 0 Timeline IGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 150 shares; 2025Q1: 150 shares; 2025Q2: 150 shares; 2025Q3: 150 shares; 2025Q4: 150 shares; 2026Q1: 150 shares; 2026Q2: 150 shares; 2026Q3: 150 shares 150 $5.97K <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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 138 shares; 2025Q4: 138 shares; 2026Q1: 75 shares; 2026Q2: 75 shares; 2026Q3: 125 shares 125 $5.91K <0.01% +50 Timeline MOG-A MOOG INC More: the full row for MOOG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 15 shares; 2026Q3: 15 shares 15 $5.72K <0.01% 0 Timeline AES AES CORP More: the full row for AES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 39,216 shares; 2025Q2: 39,638 shares; 2025Q3: 95,156 shares; 2025Q4: 93,799 shares; 2026Q1: 93,003 shares; 2026Q2: 370 shares; 2026Q3: 370 shares 370 $5.51K <0.01% 0 Timeline IEP ICAHN ENTERPRISES LP More: the full row for ICAHN ENTERPRISES LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 500 shares; 2025Q1: 600 shares; 2025Q2: 600 shares; 2025Q3: 680 shares; 2025Q4: 730 shares; 2026Q1: 730 shares; 2026Q2: 730 shares; 2026Q3: 780 shares 780 $5.26K <0.01% +50 Timeline VTRS VIATRIS INC More: the full row for VIATRIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 604 shares; 2025Q1: 542 shares; 2025Q2: 542 shares; 2025Q3: 294 shares; 2025Q4: 294 shares; 2026Q1: 294 shares; 2026Q2: 294 shares; 2026Q3: 294 shares 294 $5.21K <0.01% 0 Timeline OMC OMNICOM GROUP INC More: the full row for OMNICOM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 70 shares; 2025Q1: 70 shares; 2025Q2: 70 shares; 2025Q3: 70 shares; 2025Q4: 70 shares; 2026Q1: 70 shares; 2026Q2: 70 shares; 2026Q3: 70 shares 70 $5.15K <0.01% 0 Timeline KNF KNIFE RIVER CORP More: the full row for KNIFE RIVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,252 shares; 2025Q1: 1,237 shares; 2025Q2: 1,237 shares; 2025Q3: 426 shares; 2025Q4: 247 shares; 2026Q1: 144 shares; 2026Q2: 96 shares; 2026Q3: 96 shares 96 $4.84K <0.01% 0 Timeline CFG CITIZENS FINL GROUP INC More: the full row for CITIZENS FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 75 shares; 2026Q1: 75 shares; 2026Q2: 75 shares; 2026Q3: 75 shares 75 $4.78K <0.01% 0 Timeline YUMC YUM CHINA HLDGS INC More: the full row for YUM CHINA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 108 shares; 2025Q4: 108 shares; 2026Q1: 108 shares; 2026Q2: 108 shares; 2026Q3: 108 shares 108 $4.44K <0.01% 0 Timeline PII POLARIS INC More: the full row for POLARIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 184 shares; 2025Q1: 175 shares; 2025Q2: 171 shares; 2025Q3: 169 shares; 2025Q4: 167 shares; 2026Q1: 167 shares; 2026Q2: 86 shares; 2026Q3: 85 shares 85 $4.43K <0.01% -1 Timeline VLY VALLEY NATL BANCORP More: the full row for VALLEY NATL BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 200 shares; 2025Q1: 200 shares; 2025Q2: 350 shares; 2025Q3: 350 shares; 2025Q4: 350 shares; 2026Q1: 350 shares; 2026Q2: 350 shares; 2026Q3: 350 shares 350 $4.42K <0.01% 0 Timeline SHAK SHAKE SHACK INC More: the full row for SHAKE SHACK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 75 shares 75 $4.4K <0.01% new Timeline NTRS NORTHERN TR CORP More: the full row for NORTHERN TR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 25 shares; 2026Q1: 25 shares; 2026Q2: 25 shares; 2026Q3: 25 shares 25 $4.23K <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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 20 shares; 2026Q1: 20 shares; 2026Q2: 20 shares; 2026Q3: 20 shares 20 $3.93K <0.01% 0 Timeline SFLO VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 103 shares; 2026Q2: 103 shares; 2026Q3: 103 shares 103 $3.83K <0.01% 0 Timeline KEY KEYCORP More: the full row for KEYCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 189 shares; 2025Q1: 189 shares; 2025Q2: 189 shares; 2025Q3: 189 shares; 2025Q4: 189 shares; 2026Q1: 189 shares; 2026Q2: 189 shares; 2026Q3: 189 shares 189 $3.79K <0.01% 0 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 169 shares; 2025Q1: 166 shares; 2025Q2: 100 shares; 2025Q3: 100 shares; 2025Q4: 100 shares; 2026Q1: 90 shares; 2026Q2: 90 shares; 2026Q3: 90 shares 90 $3.64K <0.01% 0 Timeline MKTX MARKETAXESS HLDGS INC More: the full row for MARKETAXESS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,264 shares; 2025Q1: 6,374 shares; 2025Q2: 6,303 shares; 2025Q3: 6,086 shares; 2025Q4: 139 shares; 2026Q1: 32 shares; 2026Q2: 27 shares; 2026Q3: 22 shares 22 $3.61K <0.01% -5 Timeline WDS WOODSIDE ENERGY GROUP LTD More: the full row for WOODSIDE ENERGY GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 161 shares; 2025Q1: 161 shares; 2025Q2: 161 shares; 2025Q3: 161 shares; 2025Q4: 161 shares; 2026Q1: 161 shares; 2026Q2: 161 shares; 2026Q3: 161 shares 161 $3.57K <0.01% 0 Timeline AIQ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 52 shares; 2026Q2: 52 shares; 2026Q3: 52 shares 52 $3.39K <0.01% 0 Timeline TAK TAKEDA PHARMACEUTICAL CO LTD More: the full row for TAKEDA PHARMACEUTICAL CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 186 shares; 2025Q1: 186 shares; 2025Q2: 186 shares; 2025Q3: 186 shares; 2025Q4: 186 shares; 2026Q1: 186 shares; 2026Q2: 186 shares; 2026Q3: 186 shares 186 $3.38K <0.01% 0 Timeline WBD WARNER BROS DISCOVERY INC More: the full row for WARNER BROS DISCOVERY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 896 shares; 2025Q1: 896 shares; 2025Q2: 718 shares; 2025Q3: 76 shares; 2025Q4: 109 shares; 2026Q1: 109 shares; 2026Q2: 109 shares; 2026Q3: 109 shares 109 $3.37K <0.01% 0 Timeline LYB LYONDELLBASELL INDUSTRIES NV More: the full row for LYONDELLBASELL INDUSTRIES NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 227 shares; 2025Q1: 327 shares; 2025Q2: 187 shares; 2025Q3: 226 shares; 2025Q4: 157 shares; 2026Q1: 57 shares; 2026Q2: 57 shares; 2026Q3: 57 shares 57 $3.28K <0.01% 0 Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 17,668 shares; 2025Q1: 17,227 shares; 2025Q2: 16,020 shares; 2025Q3: 15,834 shares; 2025Q4: 15,005 shares; 2026Q1: 14,545 shares; 2026Q2: 12,250 shares; 2026Q3: 96 shares 96 $3K <0.01% -12,154 Timeline CPB THE CAMPBELLS COMPANY More: the full row for THE CAMPBELLS COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 150 shares; 2025Q4: 150 shares; 2026Q1: 150 shares; 2026Q2: 150 shares; 2026Q3: 150 shares 150 $2.98K <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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 55 shares; 2026Q1: 55 shares; 2026Q2: 50 shares; 2026Q3: 50 shares 50 $2.93K <0.01% 0 Timeline WHR WHIRLPOOL CORP More: the full row for WHIRLPOOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 95 shares; 2025Q1: 95 shares; 2025Q2: 95 shares; 2025Q3: 95 shares; 2025Q4: 95 shares; 2026Q1: 95 shares; 2026Q2: 95 shares; 2026Q3: 95 shares 95 $2.92K <0.01% 0 Timeline VSS VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 20 shares; 2025Q1: 19 shares; 2025Q2: 19 shares; 2025Q3: 19 shares; 2025Q4: 19 shares; 2026Q1: 19 shares; 2026Q2: 19 shares; 2026Q3: 18 shares 18 $2.79K <0.01% -1 Timeline VSNT VERSANT MEDIA GROUP INC More: the full row for VERSANT MEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 93 shares; 2026Q2: 93 shares; 2026Q3: 87 shares 87 $2.76K <0.01% -6 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 741 shares; 2025Q1: 841 shares; 2025Q2: 841 shares; 2025Q3: 691 shares; 2025Q4: 691 shares; 2026Q1: 57 shares; 2026Q2: 57 shares; 2026Q3: 57 shares 57 $2.75K <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; 2024Q4: 4,132 shares; 2025Q1: 282 shares; 2025Q2: 279 shares; 2025Q3: 108 shares; 2025Q4: 79 shares; 2026Q1: 65 shares; 2026Q2: 15 shares; 2026Q3: 10 shares 10 $2.74K <0.01% -5 Timeline AIG AMERICAN INTL GROUP INC More: the full row for AMERICAN INTL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 64 shares; 2025Q1: 64 shares; 2025Q2: 64 shares; 2025Q3: not reported; 2025Q4: 36 shares; 2026Q1: 36 shares; 2026Q2: 36 shares; 2026Q3: 36 shares 36 $2.68K <0.01% 0 Timeline POET POET TECHNOLOGIES INC More: the full row for POET TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 290 shares; 2026Q2: 350 shares; 2026Q3: 350 shares 350 $2.62K <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; 2024Q4: 170 shares; 2025Q1: 170 shares; 2025Q2: 170 shares; 2025Q3: 170 shares; 2025Q4: 170 shares; 2026Q1: 170 shares; 2026Q2: 170 shares; 2026Q3: 170 shares 170 $2.54K <0.01% 0 Timeline