VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 451,344 shares; 2024Q4: 483,192 shares; 2025Q1: 492,784 shares; 2025Q2: 506,010 shares; 2025Q3: 502,295 shares; 2025Q4: 500,682 shares; 2026Q1: 506,947 shares; 2026Q2: 508,379 shares 508,379 $349M 17.91% +1,432 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,218,118 shares; 2024Q4: 1,184,690 shares; 2025Q1: 1,360,707 shares; 2025Q2: 2,279,124 shares; 2025Q3: 2,432,153 shares; 2025Q4: 2,481,695 shares; 2026Q1: 2,592,872 shares; 2026Q2: 2,716,005 shares 2,716,005 $194M 9.92% +123,133 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 385,802 shares; 2024Q4: 394,233 shares; 2025Q1: 399,182 shares; 2025Q2: 400,378 shares; 2025Q3: 393,235 shares; 2025Q4: 359,171 shares; 2026Q1: 356,081 shares; 2026Q2: 2,136,784 shares 2,136,784 $184M 9.44% +1,780,703 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 552,019 shares; 2024Q4: 573,448 shares; 2025Q1: 576,248 shares; 2025Q2: 578,839 shares; 2025Q3: 583,256 shares; 2025Q4: 577,300 shares; 2026Q1: 577,790 shares; 2026Q2: 582,494 shares 582,494 $127M 6.51% +4,704 Timeline ICSH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 175,632 shares; 2024Q4: 100,453 shares; 2025Q1: 87,707 shares; 2025Q2: 86,076 shares; 2025Q3: 86,942 shares; 2025Q4: 79,341 shares; 2026Q1: 75,839 shares; 2026Q2: 2,097,755 shares 2,097,755 $106M 5.44% +2,021,916 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,463,820 shares; 2025Q4: 1,573,390 shares; 2026Q1: 1,685,046 shares; 2026Q2: 2,030,876 shares 2,030,876 $102M 5.23% +345,830 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,328,210 shares; 2024Q4: 1,337,829 shares; 2025Q1: 1,375,706 shares; 2025Q2: 1,305,320 shares; 2025Q3: 1,264,927 shares; 2025Q4: 1,238,582 shares; 2026Q1: 1,208,022 shares; 2026Q2: 1,197,424 shares 1,197,424 $92.3M 4.74% -10,598 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 121,141 shares; 2024Q4: 118,500 shares; 2025Q1: 116,582 shares; 2025Q2: 111,877 shares; 2025Q3: 110,594 shares; 2025Q4: 110,212 shares; 2026Q1: 106,908 shares; 2026Q2: 105,489 shares 105,489 $79M 4.05% -1,419 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 228,137 shares; 2024Q4: 224,477 shares; 2025Q1: 219,688 shares; 2025Q2: 208,336 shares; 2025Q3: 202,430 shares; 2025Q4: 200,186 shares; 2026Q1: 195,697 shares; 2026Q2: 192,855 shares 192,855 $79M 4.05% -2,842 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 583,060 shares; 2024Q4: 581,103 shares; 2025Q1: 594,352 shares; 2025Q2: 579,347 shares; 2025Q3: 566,670 shares; 2025Q4: 547,297 shares; 2026Q1: 546,166 shares; 2026Q2: 539,455 shares 539,455 $52.1M 2.67% -6,711 Timeline VCRB VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 610,668 shares; 2026Q2: 655,898 shares 655,898 $50.7M 2.6% +45,230 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 160,108 shares; 2024Q4: 154,619 shares; 2025Q1: 154,896 shares; 2025Q2: 149,905 shares; 2025Q3: 143,760 shares; 2025Q4: 145,859 shares; 2026Q1: 143,631 shares; 2026Q2: 583,370 shares 583,370 $47M 2.41% +439,739 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 356,945 shares; 2024Q4: 347,100 shares; 2025Q1: 335,382 shares; 2025Q2: 322,406 shares; 2025Q3: 309,677 shares; 2025Q4: 273,079 shares; 2026Q1: 265,827 shares; 2026Q2: 261,173 shares 261,173 $35.9M 1.84% -4,654 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 158,536 shares; 2024Q4: 156,611 shares; 2025Q1: 149,703 shares; 2025Q2: 148,664 shares; 2025Q3: 146,128 shares; 2025Q4: 143,952 shares; 2026Q1: 139,781 shares; 2026Q2: 137,745 shares 137,745 $30.2M 1.55% -2,036 Timeline IAUM ISHARES GOLD TRUST MICRO More: the full row for ISHARES GOLD TRUST MICRO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 708,723 shares; 2026Q1: 1,130,650 shares; 2026Q2: 747,968 shares 747,968 $29.9M 1.53% -382,682 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,002,281 shares; 2024Q4: 1,113,805 shares; 2025Q1: 1,061,035 shares; 2025Q2: 371,885 shares; 2025Q3: 351,262 shares; 2025Q4: 348,219 shares; 2026Q1: 342,338 shares; 2026Q2: 330,495 shares 330,495 $28.3M 1.45% -11,843 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 219,282 shares; 2024Q4: 201,416 shares; 2025Q1: 179,275 shares; 2025Q2: 175,962 shares; 2025Q3: 164,997 shares; 2025Q4: 156,348 shares; 2026Q1: 154,199 shares; 2026Q2: 147,821 shares 147,821 $21.9M 1.12% -6,378 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 106,621 shares; 2024Q4: 103,220 shares; 2025Q1: 100,320 shares; 2025Q2: 97,875 shares; 2025Q3: 94,188 shares; 2025Q4: 92,183 shares; 2026Q1: 89,693 shares; 2026Q2: 88,595 shares 88,595 $20.1M 1.03% -1,098 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 77,139 shares; 2024Q4: 71,920 shares; 2025Q1: 66,434 shares; 2025Q2: 66,425 shares; 2025Q3: 62,109 shares; 2025Q4: 63,239 shares; 2026Q1: 61,006 shares; 2026Q2: 56,621 shares 56,621 $16.4M 0.84% -4,385 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 40,181 shares; 2024Q4: 37,987 shares; 2025Q1: 38,031 shares; 2025Q2: 34,936 shares; 2025Q3: 34,454 shares; 2025Q4: 34,041 shares; 2026Q1: 33,194 shares; 2026Q2: 31,525 shares 31,525 $11.3M 0.58% -1,669 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 64,226 shares; 2024Q4: 55,175 shares; 2025Q1: 56,480 shares; 2025Q2: 49,084 shares; 2025Q3: 44,035 shares; 2025Q4: 40,556 shares; 2026Q1: 38,347 shares; 2026Q2: 36,657 shares 36,657 $11.1M 0.57% -1,690 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 165,535 shares; 2024Q4: 157,199 shares; 2025Q1: 153,968 shares; 2025Q2: 149,028 shares; 2025Q3: 143,896 shares; 2025Q4: 143,305 shares; 2026Q1: 143,712 shares; 2026Q2: 140,640 shares 140,640 $10.8M 0.55% -3,072 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 98,768 shares; 2024Q4: 98,664 shares; 2025Q1: 98,175 shares; 2025Q2: 97,396 shares; 2025Q3: 96,192 shares; 2025Q4: 96,134 shares; 2026Q1: 94,405 shares; 2026Q2: 94,196 shares 94,196 $9.79M 0.5% -209 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 39,487 shares; 2024Q4: 36,132 shares; 2025Q1: 32,689 shares; 2025Q2: 27,918 shares; 2025Q3: 27,370 shares; 2025Q4: 26,338 shares; 2026Q1: 26,097 shares; 2026Q2: 25,001 shares 25,001 $9.44M 0.48% -1,096 Timeline SPMD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 101,417 shares; 2025Q3: 148,143 shares; 2025Q4: 142,024 shares; 2026Q1: 142,538 shares; 2026Q2: 136,530 shares 136,530 $9.22M 0.47% -6,008 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; 2024Q3: 162,744 shares; 2024Q4: 327,575 shares; 2025Q1: 327,579 shares; 2025Q2: 330,088 shares; 2025Q3: 330,076 shares; 2025Q4: 330,094 shares; 2026Q1: 329,865 shares; 2026Q2: 329,496 shares 329,496 $9.13M 0.47% -369 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 41,815 shares; 2024Q4: 39,541 shares; 2025Q1: 39,632 shares; 2025Q2: 36,456 shares; 2025Q3: 36,066 shares; 2025Q4: 36,957 shares; 2026Q1: 35,597 shares; 2026Q2: 33,557 shares 33,557 $8M 0.41% -2,040 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 149,191 shares; 2024Q4: 119,038 shares; 2025Q1: 116,042 shares; 2025Q2: 92,159 shares; 2025Q3: 93,767 shares; 2025Q4: 98,419 shares; 2026Q1: 108,773 shares; 2026Q2: 133,526 shares 133,526 $7.97M 0.41% +24,753 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,111 shares; 2024Q4: 6,417 shares; 2025Q1: 7,590 shares; 2025Q2: 7,489 shares; 2025Q3: 7,415 shares; 2025Q4: 7,561 shares; 2026Q1: 7,170 shares; 2026Q2: 10,478 shares 10,478 $7.84M 0.4% +3,308 Timeline DFUV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 137,777 shares; 2024Q4: 133,646 shares; 2025Q1: 132,594 shares; 2025Q2: 132,564 shares; 2025Q3: 124,354 shares; 2025Q4: 124,354 shares; 2026Q1: 124,098 shares; 2026Q2: 125,952 shares 125,952 $6.93M 0.36% +1,854 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 59,073 shares; 2024Q4: 54,274 shares; 2025Q1: 52,898 shares; 2025Q2: 47,064 shares; 2025Q3: 46,605 shares; 2025Q4: 40,472 shares; 2026Q1: 39,204 shares; 2026Q2: 35,744 shares 35,744 $6.31M 0.32% -3,460 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 16,328 shares; 2025Q1: 16,328 shares; 2025Q2: 16,328 shares; 2025Q3: 16,328 shares; 2025Q4: 16,328 shares; 2026Q1: 16,328 shares; 2026Q2: 16,328 shares 16,328 $5.62M 0.29% 0 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,774 shares; 2024Q4: 18,763 shares; 2025Q1: 18,763 shares; 2025Q2: 18,644 shares; 2025Q3: 16,465 shares; 2025Q4: 15,294 shares; 2026Q1: 14,894 shares; 2026Q2: 14,651 shares 14,651 $5.42M 0.28% -243 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,675 shares; 2024Q4: 23,388 shares; 2025Q1: 22,255 shares; 2025Q2: 20,033 shares; 2025Q3: 19,888 shares; 2025Q4: 20,403 shares; 2026Q1: 19,408 shares; 2026Q2: 15,734 shares 15,734 $5.37M 0.28% -3,674 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 66,107 shares; 2024Q4: 60,231 shares; 2025Q1: 57,432 shares; 2025Q2: 48,096 shares; 2025Q3: 46,082 shares; 2025Q4: 44,882 shares; 2026Q1: 43,495 shares; 2026Q2: 41,080 shares 41,080 $5.11M 0.26% -2,415 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,297 shares; 2024Q4: 12,276 shares; 2025Q1: 13,244 shares; 2025Q2: 13,244 shares; 2025Q3: 13,244 shares; 2025Q4: 13,475 shares; 2026Q1: 13,563 shares; 2026Q2: 13,563 shares 13,563 $5M 0.26% 0 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,603 shares; 2024Q4: 22,122 shares; 2025Q1: 21,100 shares; 2025Q2: 18,788 shares; 2025Q3: 18,183 shares; 2025Q4: 17,091 shares; 2026Q1: 16,058 shares; 2026Q2: 14,993 shares 14,993 $4.91M 0.25% -1,065 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,919 shares; 2024Q4: 17,775 shares; 2025Q1: 15,353 shares; 2025Q2: 14,629 shares; 2025Q3: 14,230 shares; 2025Q4: 14,018 shares; 2026Q1: 13,222 shares; 2026Q2: 12,458 shares 12,458 $4.65M 0.24% -764 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,119 shares; 2024Q4: 17,189 shares; 2025Q1: 17,119 shares; 2025Q2: 40,031 shares; 2025Q3: 60,999 shares; 2025Q4: 60,999 shares; 2026Q1: 61,199 shares; 2026Q2: 61,199 shares 61,199 $4.62M 0.24% 0 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,650 shares; 2024Q4: 8,779 shares; 2025Q1: 9,845 shares; 2025Q2: 9,851 shares; 2025Q3: 9,634 shares; 2025Q4: 8,926 shares; 2026Q1: 9,013 shares; 2026Q2: 8,990 shares 8,990 $4.5M 0.23% -23 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,562 shares; 2024Q4: 15,849 shares; 2025Q1: 15,163 shares; 2025Q2: 14,558 shares; 2025Q3: 13,921 shares; 2025Q4: 13,877 shares; 2026Q1: 12,889 shares; 2026Q2: 13,700 shares 13,700 $4.12M 0.21% +811 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,688 shares; 2024Q4: 5,211 shares; 2025Q1: 5,199 shares; 2025Q2: 4,590 shares; 2025Q3: 4,590 shares; 2025Q4: 4,572 shares; 2026Q1: 4,351 shares; 2026Q2: 4,176 shares 4,176 $3.91M 0.2% -175 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,823 shares; 2024Q4: 10,214 shares; 2025Q1: 9,105 shares; 2025Q2: 8,068 shares; 2025Q3: 8,049 shares; 2025Q4: 8,010 shares; 2026Q1: 7,830 shares; 2026Q2: 7,357 shares 7,357 $3.78M 0.19% -473 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,779 shares; 2024Q4: 8,754 shares; 2025Q1: 8,754 shares; 2025Q2: 8,754 shares; 2025Q3: 8,752 shares; 2025Q4: 8,374 shares; 2026Q1: 8,103 shares; 2026Q2: 8,103 shares 8,103 $3.46M 0.18% 0 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,181 shares; 2024Q4: 16,905 shares; 2025Q1: 16,697 shares; 2025Q2: 16,238 shares; 2025Q3: 15,909 shares; 2025Q4: 21,394 shares; 2026Q1: 20,952 shares; 2026Q2: 20,952 shares 20,952 $3.31M 0.17% 0 Timeline DBEF DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 64,236 shares; 2024Q4: 64,236 shares; 2025Q1: 61,149 shares; 2025Q2: 59,573 shares; 2025Q3: 59,749 shares; 2025Q4: 59,749 shares; 2026Q1: 56,863 shares; 2026Q2: 56,863 shares 56,863 $3.11M 0.16% 0 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,921 shares; 2024Q4: 18,851 shares; 2025Q1: 18,507 shares; 2025Q2: 17,379 shares; 2025Q3: 17,252 shares; 2025Q4: 17,204 shares; 2026Q1: 15,791 shares; 2026Q2: 14,460 shares 14,460 $3.02M 0.16% -1,331 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 33,498 shares; 2024Q4: 103,662 shares; 2025Q1: 103,099 shares; 2025Q2: 102,045 shares; 2025Q3: 101,233 shares; 2025Q4: 100,943 shares; 2026Q1: 94,907 shares; 2026Q2: 94,854 shares 94,854 $2.79M 0.14% -53 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; 2024Q3: 80,588 shares; 2024Q4: 96,777 shares; 2025Q1: 96,777 shares; 2025Q2: 96,777 shares; 2025Q3: 96,572 shares; 2025Q4: 96,572 shares; 2026Q1: 93,707 shares; 2026Q2: 92,997 shares 92,997 $2.69M 0.14% -710 Timeline LII LENNOX INTL INC More: the full row for LENNOX INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,739 shares; 2025Q3: 4,189 shares; 2025Q4: 4,189 shares; 2026Q1: 4,266 shares; 2026Q2: 4,222 shares 4,222 $2.42M 0.12% -44 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,418 shares; 2024Q4: 4,418 shares; 2025Q1: 4,418 shares; 2025Q2: 4,494 shares; 2025Q3: 4,020 shares; 2025Q4: 3,850 shares; 2026Q1: 4,190 shares; 2026Q2: 19,277 shares 19,277 $2.39M 0.12% +15,087 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 909 shares; 2024Q4: 909 shares; 2025Q1: 1,950 shares; 2025Q2: 2,028 shares; 2025Q3: 2,317 shares; 2025Q4: 2,449 shares; 2026Q1: 3,903 shares; 2026Q2: 3,229 shares 3,229 $2.38M 0.12% -674 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,932 shares; 2024Q4: 23,391 shares; 2025Q1: 23,571 shares; 2025Q2: 20,637 shares; 2025Q3: 20,203 shares; 2025Q4: 19,986 shares; 2026Q1: 19,866 shares; 2026Q2: 20,212 shares 20,212 $2.37M 0.12% +346 Timeline AVEM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,086 shares; 2025Q4: 16,338 shares; 2026Q1: 20,456 shares; 2026Q2: 23,931 shares 23,931 $2.31M 0.12% +3,475 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; 2024Q3: 13,948 shares; 2024Q4: 14,305 shares; 2025Q1: 12,199 shares; 2025Q2: 12,199 shares; 2025Q3: 11,994 shares; 2025Q4: 11,862 shares; 2026Q1: 11,743 shares; 2026Q2: 10,799 shares 10,799 $2.3M 0.12% -944 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,919 shares; 2024Q4: 22,876 shares; 2025Q1: 28,703 shares; 2025Q2: 26,874 shares; 2025Q3: 36,418 shares; 2025Q4: 37,456 shares; 2026Q1: 37,657 shares; 2026Q2: 37,884 shares 37,884 $2.14M 0.11% +227 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,940 shares; 2024Q4: 25,251 shares; 2025Q1: 23,706 shares; 2025Q2: 20,014 shares; 2025Q3: 21,631 shares; 2025Q4: 21,491 shares; 2026Q1: 20,137 shares; 2026Q2: 18,511 shares 18,511 $2.1M 0.11% -1,626 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,801 shares; 2024Q4: 3,655 shares; 2025Q1: 12,500 shares; 2025Q2: 11,422 shares; 2025Q3: 14,068 shares; 2025Q4: 12,501 shares; 2026Q1: 10,804 shares; 2026Q2: 10,450 shares 10,450 $2.09M 0.11% -354 Timeline HEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 66,446 shares; 2024Q4: 64,736 shares; 2025Q1: 60,909 shares; 2025Q2: 53,423 shares; 2025Q3: 53,423 shares; 2025Q4: 53,423 shares; 2026Q1: 44,138 shares; 2026Q2: 43,943 shares 43,943 $2.06M 0.11% -195 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 915 shares; 2024Q4: 1,047 shares; 2025Q1: 1,047 shares; 2025Q2: 1,039 shares; 2025Q3: 1,039 shares; 2025Q4: 1,806 shares; 2026Q1: 2,162 shares; 2026Q2: 17,153 shares 17,153 $2.05M 0.11% +14,991 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 31,442 shares; 2024Q4: 22,058 shares; 2025Q1: 22,058 shares; 2025Q2: 21,236 shares; 2025Q3: 21,236 shares; 2025Q4: 21,236 shares; 2026Q1: 21,236 shares; 2026Q2: 22,415 shares 22,415 $1.88M 0.1% +1,179 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,165 shares; 2026Q1: 1,197 shares; 2026Q2: 1,618 shares 1,618 $1.87M 0.1% +421 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,741 shares; 2024Q4: 61,436 shares; 2025Q1: 78,690 shares; 2025Q2: 73,585 shares; 2025Q3: 69,319 shares; 2025Q4: 69,303 shares; 2026Q1: 61,194 shares; 2026Q2: 57,698 shares 57,698 $1.83M 0.09% -3,496 Timeline ITT ITT INC More: the full row for ITT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,616 shares; 2024Q4: 19,616 shares; 2025Q1: 11,878 shares; 2025Q2: 14,999 shares; 2025Q3: 9,182 shares; 2025Q4: 9,182 shares; 2026Q1: 9,182 shares; 2026Q2: 9,182 shares 9,182 $1.82M 0.09% 0 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,693 shares; 2024Q4: 11,713 shares; 2025Q1: 8,708 shares; 2025Q2: 13,165 shares; 2025Q3: 8,466 shares; 2025Q4: 7,691 shares; 2026Q1: 7,355 shares; 2026Q2: 7,150 shares 7,150 $1.82M 0.09% -205 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,062 shares; 2024Q4: 8,518 shares; 2025Q1: 8,955 shares; 2025Q2: 7,827 shares; 2025Q3: 7,739 shares; 2025Q4: 7,600 shares; 2026Q1: 6,762 shares; 2026Q2: 6,410 shares 6,410 $1.74M 0.09% -352 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,605 shares; 2024Q4: 5,189 shares; 2025Q1: 4,816 shares; 2025Q2: 4,320 shares; 2025Q3: 4,265 shares; 2025Q4: 4,075 shares; 2026Q1: 3,740 shares; 2026Q2: 3,366 shares 3,366 $1.69M 0.09% -374 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,102 shares; 2024Q4: 18,797 shares; 2025Q1: 16,192 shares; 2025Q2: 14,123 shares; 2025Q3: 13,862 shares; 2025Q4: 13,933 shares; 2026Q1: 13,541 shares; 2026Q2: 12,452 shares 12,452 $1.69M 0.09% -1,089 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,230 shares; 2024Q4: 10,909 shares; 2025Q1: 10,827 shares; 2025Q2: 10,827 shares; 2025Q3: 10,760 shares; 2025Q4: 10,674 shares; 2026Q1: 11,329 shares; 2026Q2: 10,785 shares 10,785 $1.69M 0.09% -544 Timeline KEYS KEYSIGHT TECHNOLOGIES INC More: the full row for KEYSIGHT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,527 shares; 2024Q4: 9,099 shares; 2025Q1: 9,452 shares; 2025Q2: 7,245 shares; 2025Q3: 6,947 shares; 2025Q4: 6,786 shares; 2026Q1: 5,843 shares; 2026Q2: 4,812 shares 4,812 $1.68M 0.09% -1,031 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,348 shares; 2024Q4: 8,678 shares; 2025Q1: 8,512 shares; 2025Q2: 7,670 shares; 2025Q3: 7,580 shares; 2025Q4: 7,453 shares; 2026Q1: 7,039 shares; 2026Q2: 6,002 shares 6,002 $1.68M 0.09% -1,037 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; 2024Q3: 62,349 shares; 2024Q4: 41,159 shares; 2025Q1: 28,091 shares; 2025Q2: 24,557 shares; 2025Q3: 24,887 shares; 2025Q4: 22,138 shares; 2026Q1: 21,805 shares; 2026Q2: 22,500 shares 22,500 $1.65M 0.08% +695 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,697 shares; 2024Q4: 19,935 shares; 2025Q1: 18,282 shares; 2025Q2: 15,577 shares; 2025Q3: 15,619 shares; 2025Q4: 15,499 shares; 2026Q1: 14,526 shares; 2026Q2: 13,347 shares 13,347 $1.64M 0.08% -1,179 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,055 shares; 2024Q4: 9,491 shares; 2025Q1: 8,912 shares; 2025Q2: 8,264 shares; 2025Q3: 8,158 shares; 2025Q4: 8,137 shares; 2026Q1: 7,876 shares; 2026Q2: 7,299 shares 7,299 $1.61M 0.08% -577 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,380 shares; 2024Q4: 6,964 shares; 2025Q1: 6,614 shares; 2025Q2: 6,031 shares; 2025Q3: 6,014 shares; 2025Q4: 5,994 shares; 2026Q1: 5,770 shares; 2026Q2: 5,262 shares 5,262 $1.37M 0.07% -508 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 49,646 shares; 2024Q4: 41,360 shares; 2025Q1: 33,123 shares; 2025Q2: 22,260 shares; 2025Q3: 20,610 shares; 2025Q4: 21,121 shares; 2026Q1: 18,712 shares; 2026Q2: 13,711 shares 13,711 $1.36M 0.07% -5,001 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,707 shares; 2024Q4: 6,871 shares; 2025Q1: 4,453 shares; 2025Q2: 4,338 shares; 2025Q3: 4,338 shares; 2025Q4: 4,338 shares; 2026Q1: 5,328 shares; 2026Q2: 5,288 shares 5,288 $1.25M 0.06% -40 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,054 shares; 2024Q4: 16,988 shares; 2025Q1: 16,980 shares; 2025Q2: 10,942 shares; 2025Q3: 10,463 shares; 2025Q4: 9,146 shares; 2026Q1: 8,798 shares; 2026Q2: 8,755 shares 8,755 $1.2M 0.06% -43 Timeline XYL XYLEM INC More: the full row for XYLEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,695 shares; 2024Q4: 25,889 shares; 2025Q1: 14,484 shares; 2025Q2: 18,532 shares; 2025Q3: 10,509 shares; 2025Q4: 10,253 shares; 2026Q1: 10,253 shares; 2026Q2: 9,846 shares 9,846 $1.16M 0.06% -407 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,222 shares; 2024Q4: 482 shares; 2025Q1: 477 shares; 2025Q2: 477 shares; 2025Q3: 504 shares; 2025Q4: 477 shares; 2026Q1: 1,004 shares; 2026Q2: 1,081 shares 1,081 $1.15M 0.06% +77 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,960 shares; 2024Q4: 8,423 shares; 2025Q1: 8,403 shares; 2025Q2: 7,649 shares; 2025Q3: 7,600 shares; 2025Q4: 7,435 shares; 2026Q1: 4,191 shares; 2026Q2: 13,719 shares 13,719 $1.14M 0.06% +9,528 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 51 shares; 2024Q4: 218 shares; 2025Q1: 1,854 shares; 2025Q2: 1,790 shares; 2025Q3: 1,802 shares; 2025Q4: 1,794 shares; 2026Q1: 971 shares; 2026Q2: 941 shares 941 $1.11M 0.06% -30 Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,320 shares; 2024Q4: 12,098 shares; 2025Q1: 12,158 shares; 2025Q2: 12,085 shares; 2025Q3: 12,085 shares; 2025Q4: 12,085 shares; 2026Q1: 12,085 shares; 2026Q2: 12,115 shares 12,115 $1.1M 0.06% +30 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; 2024Q3: 6,389 shares; 2024Q4: 6,395 shares; 2025Q1: 4,642 shares; 2025Q2: 4,235 shares; 2025Q3: 3,707 shares; 2025Q4: 3,707 shares; 2026Q1: 3,707 shares; 2026Q2: 3,717 shares 3,717 $1.08M 0.06% +10 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,203 shares; 2024Q4: 13,060 shares; 2025Q1: 12,583 shares; 2025Q2: 9,186 shares; 2025Q3: 8,985 shares; 2025Q4: 8,920 shares; 2026Q1: 7,981 shares; 2026Q2: 6,734 shares 6,734 $964K 0.05% -1,247 Timeline DES WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,742 shares; 2024Q4: 20,641 shares; 2025Q1: 20,641 shares; 2025Q2: 20,797 shares; 2025Q3: 20,641 shares; 2025Q4: 23,659 shares; 2026Q1: 23,659 shares; 2026Q2: 23,018 shares 23,018 $936K 0.05% -641 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 455 shares; 2024Q4: 496 shares; 2025Q1: 1,603 shares; 2025Q2: 2,081 shares; 2025Q3: 2,160 shares; 2025Q4: 3,487 shares; 2026Q1: 2,184 shares; 2026Q2: 1,621 shares 1,621 $913K 0.05% -563 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 110 shares; 2024Q4: 124 shares; 2025Q1: 560 shares; 2025Q2: 966 shares; 2025Q3: 925 shares; 2025Q4: 897 shares; 2026Q1: 760 shares; 2026Q2: 743 shares 743 $891K 0.05% -17 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,550 shares; 2026Q2: 13,550 shares 13,550 $889K 0.05% 0 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 13,300 shares; 2025Q1: 9,470 shares; 2025Q2: 7,306 shares; 2025Q3: 7,100 shares; 2025Q4: 7,383 shares; 2026Q1: 6,275 shares; 2026Q2: 5,128 shares 5,128 $871K 0.04% -1,147 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,899 shares; 2024Q4: 6,486 shares; 2025Q1: 6,119 shares; 2025Q2: 5,616 shares; 2025Q3: 2,861 shares; 2025Q4: 2,775 shares; 2026Q1: 2,414 shares; 2026Q2: 2,062 shares 2,062 $857K 0.04% -352 Timeline VOOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,332 shares; 2024Q4: 1,321 shares; 2025Q1: 1,271 shares; 2025Q2: 1,271 shares; 2025Q3: 1,271 shares; 2025Q4: 1,200 shares; 2026Q1: 1,748 shares; 2026Q2: 10,351 shares 10,351 $855K 0.04% +8,603 Timeline SBIO ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,000 shares; 2026Q2: 13,000 shares 13,000 $840K 0.04% 0 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 866 shares; 2025Q1: 873 shares; 2025Q2: 847 shares; 2025Q3: 861 shares; 2025Q4: 851 shares; 2026Q1: 843 shares; 2026Q2: 819 shares 819 $788K 0.04% -24 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,538 shares; 2024Q4: 6,984 shares; 2025Q1: 4,846 shares; 2025Q2: 7,114 shares; 2025Q3: 3,709 shares; 2025Q4: 3,572 shares; 2026Q1: 3,278 shares; 2026Q2: 2,901 shares 2,901 $784K 0.04% -377 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,499 shares 3,499 $783K 0.04% new Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,563 shares; 2024Q4: 7,057 shares; 2025Q1: 7,057 shares; 2025Q2: 7,051 shares; 2025Q3: 7,051 shares; 2025Q4: 7,051 shares; 2026Q1: 7,051 shares; 2026Q2: 7,012 shares 7,012 $774K 0.04% -39 Timeline HONA HONEYWELL AEROSPACE INC More: the full row for HONEYWELL AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,491 shares 3,491 $772K 0.04% new 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; 2024Q3: 9,767 shares; 2024Q4: 8,192 shares; 2025Q1: 8,261 shares; 2025Q2: 6,763 shares; 2025Q3: 4,426 shares; 2025Q4: 4,303 shares; 2026Q1: 3,701 shares; 2026Q2: 3,246 shares 3,246 $771K 0.04% -455 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,180 shares; 2024Q4: 5,778 shares; 2025Q1: 4,512 shares; 2025Q2: 4,455 shares; 2025Q3: 3,952 shares; 2025Q4: 3,915 shares; 2026Q1: 3,415 shares; 2026Q2: 3,417 shares 3,417 $762K 0.04% +2 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; 2024Q3: 8,960 shares; 2024Q4: 7,738 shares; 2025Q1: 7,564 shares; 2025Q2: 7,080 shares; 2025Q3: 6,946 shares; 2025Q4: 6,623 shares; 2026Q1: 5,961 shares; 2026Q2: 4,987 shares 4,987 $759K 0.04% -974 Timeline CHD CHURCH & DWIGHT CO INC More: the full row for CHURCH & DWIGHT CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,766 shares; 2024Q4: 24,311 shares; 2025Q1: 23,928 shares; 2025Q2: 9,789 shares; 2025Q3: 9,454 shares; 2025Q4: 8,831 shares; 2026Q1: 8,611 shares; 2026Q2: 7,664 shares 7,664 $742K 0.04% -947 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,329 shares; 2024Q4: 3,329 shares; 2025Q1: 3,329 shares; 2025Q2: 1,929 shares; 2025Q3: 2,727 shares; 2025Q4: 2,727 shares; 2026Q1: 2,675 shares; 2026Q2: 3,007 shares 3,007 $729K 0.04% +332 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,208 shares; 2024Q4: 3,625 shares; 2025Q1: 4,065 shares; 2025Q2: 3,137 shares; 2025Q3: 3,162 shares; 2025Q4: 3,533 shares; 2026Q1: 6,237 shares; 2026Q2: 6,844 shares 6,844 $712K 0.04% +607 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 681 shares; 2024Q4: 682 shares; 2025Q1: 679 shares; 2025Q2: 7,845 shares; 2025Q3: 7,845 shares; 2025Q4: 7,845 shares; 2026Q1: 7,572 shares; 2026Q2: 7,602 shares 7,602 $700K 0.04% +30 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,633 shares; 2024Q4: 5,622 shares; 2025Q1: 4,763 shares; 2025Q2: 4,368 shares; 2025Q3: 4,095 shares; 2025Q4: 3,976 shares; 2026Q1: 3,714 shares; 2026Q2: 2,766 shares 2,766 $696K 0.04% -948 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,471 shares; 2024Q4: 15,429 shares; 2025Q1: 8,461 shares; 2025Q2: 7,939 shares; 2025Q3: 7,510 shares; 2025Q4: 7,477 shares; 2026Q1: 7,480 shares; 2026Q2: 7,136 shares 7,136 $688K 0.04% -344 Timeline EVR EVERCORE INC More: the full row for EVERCORE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,854 shares; 2025Q2: 2,725 shares; 2025Q3: 2,643 shares; 2025Q4: 2,602 shares; 2026Q1: 2,235 shares; 2026Q2: 1,965 shares 1,965 $671K 0.03% -270 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,073 shares; 2024Q4: 5,053 shares; 2025Q1: 4,603 shares; 2025Q2: 4,217 shares; 2025Q3: 4,290 shares; 2025Q4: 4,391 shares; 2026Q1: 4,022 shares; 2026Q2: 3,943 shares 3,943 $654K 0.03% -79 Timeline CGNX COGNEX CORP More: the full row for COGNEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,348 shares; 2026Q2: 8,923 shares 8,923 $646K 0.03% -1,425 Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,085 shares; 2024Q4: 6,091 shares; 2025Q1: 6,183 shares; 2025Q2: 6,085 shares; 2025Q3: 6,085 shares; 2025Q4: 4,550 shares; 2026Q1: 4,550 shares; 2026Q2: 4,556 shares 4,556 $606K 0.03% +6 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,393 shares; 2024Q4: 2,887 shares; 2025Q1: 2,556 shares; 2025Q2: 2,062 shares; 2025Q3: 1,990 shares; 2025Q4: 1,980 shares; 2026Q1: 1,769 shares; 2026Q2: 1,455 shares 1,455 $606K 0.03% -314 Timeline VONG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,660 shares; 2025Q2: 4,660 shares; 2025Q3: 4,660 shares; 2025Q4: 4,660 shares; 2026Q1: 4,660 shares; 2026Q2: 4,660 shares 4,660 $596K 0.03% 0 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,197 shares; 2024Q4: 1,247 shares; 2025Q1: 1,284 shares; 2025Q2: 675 shares; 2025Q3: 675 shares; 2025Q4: 446 shares; 2026Q1: 1,319 shares; 2026Q2: 1,390 shares 1,390 $585K 0.03% +71 Timeline TDTT FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 24,190 shares 24,190 $578K 0.03% new Timeline P EVERPURE INC More: the full row for EVERPURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,707 shares; 2024Q4: 15,548 shares; 2025Q1: 17,671 shares; 2025Q2: 12,998 shares; 2025Q3: 12,301 shares; 2025Q4: 12,225 shares; 2026Q1: 10,817 shares; 2026Q2: 7,048 shares 7,048 $555K 0.03% -3,769 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,200 shares; 2024Q4: 2,200 shares; 2025Q1: 2,200 shares; 2025Q2: 2,200 shares; 2025Q3: 2,200 shares; 2025Q4: 2,200 shares; 2026Q1: 2,200 shares; 2026Q2: 2,200 shares 2,200 $555K 0.03% 0 Timeline SPMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,382 shares; 2026Q1: 3,412 shares; 2026Q2: 3,417 shares 3,417 $552K 0.03% +5 Timeline RYN RAYONIER INC More: the full row for RAYONIER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 37,272 shares; 2024Q4: 37,272 shares; 2025Q1: 29,303 shares; 2025Q2: 28,157 shares; 2025Q3: 24,080 shares; 2025Q4: 25,184 shares; 2026Q1: 25,184 shares; 2026Q2: 25,538 shares 25,538 $543K 0.03% +354 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,921 shares; 2024Q4: 8,257 shares; 2025Q1: 8,134 shares; 2025Q2: 7,407 shares; 2025Q3: 4,637 shares; 2025Q4: 4,608 shares; 2026Q1: 4,394 shares; 2026Q2: 4,319 shares 4,319 $537K 0.03% -75 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,203 shares; 2024Q4: 7,773 shares; 2025Q1: 6,102 shares; 2025Q2: 5,804 shares; 2025Q3: 4,468 shares; 2025Q4: 4,465 shares; 2026Q1: 3,963 shares; 2026Q2: 4,043 shares 4,043 $523K 0.03% +80 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 380 shares; 2025Q2: 7,940 shares; 2025Q3: 7,747 shares; 2025Q4: 7,723 shares; 2026Q1: 6,782 shares; 2026Q2: 7,018 shares 7,018 $522K 0.03% +236 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,771 shares; 2024Q4: 3,195 shares; 2025Q1: 3,372 shares; 2025Q2: 3,000 shares; 2025Q3: 3,000 shares; 2025Q4: 3,620 shares; 2026Q1: 3,358 shares; 2026Q2: 1,474 shares 1,474 $521K 0.03% -1,884 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,133 shares; 2024Q4: 1,349 shares; 2025Q1: 1,333 shares; 2025Q2: 1,488 shares; 2025Q3: 1,297 shares; 2025Q4: 1,783 shares; 2026Q1: 1,783 shares; 2026Q2: 1,799 shares 1,799 $506K 0.03% +16 Timeline Q QNITY ELECTRONICS INC More: the full row for QNITY ELECTRONICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,242 shares; 2026Q1: 4,109 shares; 2026Q2: 3,090 shares 3,090 $505K 0.03% -1,019 Timeline DFAS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,781 shares; 2024Q4: 4,781 shares; 2025Q1: 4,779 shares; 2025Q2: 4,779 shares; 2025Q3: 4,779 shares; 2025Q4: 4,434 shares; 2026Q1: 4,434 shares; 2026Q2: 5,959 shares 5,959 $491K 0.03% +1,525 Timeline TILT FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,718 shares 1,718 $474K 0.02% new Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,357 shares; 2024Q4: 1,983 shares; 2025Q1: 1,789 shares; 2025Q2: 1,258 shares; 2025Q3: 1,279 shares; 2025Q4: 1,262 shares; 2026Q1: 1,103 shares; 2026Q2: 948 shares 948 $471K 0.02% -155 Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 59,635 shares; 2024Q4: 92,443 shares; 2025Q1: 167,561 shares; 2025Q2: 1,128,270 shares; 2025Q3: 20,711 shares; 2025Q4: 22,753 shares; 2026Q1: 8,141 shares; 2026Q2: 8,088 shares 8,088 $471K 0.02% -53 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,228 shares; 2024Q4: 3,723 shares; 2025Q1: 2,918 shares; 2025Q2: 2,918 shares; 2025Q3: 2,918 shares; 2025Q4: 2,918 shares; 2026Q1: 2,918 shares; 2026Q2: 2,936 shares 2,936 $469K 0.02% +18 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,167 shares; 2024Q4: 4,466 shares; 2025Q1: 3,979 shares; 2025Q2: 3,004 shares; 2025Q3: 2,151 shares; 2025Q4: 2,131 shares; 2026Q1: 1,896 shares; 2026Q2: 1,435 shares 1,435 $453K 0.02% -461 Timeline DFIV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,476 shares; 2024Q4: 8,545 shares; 2025Q1: 8,457 shares; 2025Q2: 8,358 shares; 2025Q3: 8,358 shares; 2025Q4: 8,358 shares; 2026Q1: 8,358 shares; 2026Q2: 8,358 shares 8,358 $452K 0.02% 0 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,072 shares; 2024Q4: 7,450 shares; 2025Q1: 6,511 shares; 2025Q2: 6,367 shares; 2025Q3: 6,478 shares; 2025Q4: 5,160 shares; 2026Q1: 5,110 shares; 2026Q2: 5,323 shares 5,323 $436K 0.02% +213 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; 2024Q3: 1,592 shares; 2024Q4: 121 shares; 2025Q1: 122 shares; 2025Q2: 26 shares; 2025Q3: 26 shares; 2025Q4: 71 shares; 2026Q1: 71 shares; 2026Q2: 5,291 shares 5,291 $412K 0.02% +5,220 Timeline JPIE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,135 shares; 2025Q4: 1,743 shares; 2026Q1: 1,914 shares; 2026Q2: 8,794 shares 8,794 $405K 0.02% +6,880 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,189 shares; 2024Q4: 2,438 shares; 2025Q1: 2,072 shares; 2025Q2: 1,293 shares; 2025Q3: 1,636 shares; 2025Q4: 1,487 shares; 2026Q1: 8,092 shares; 2026Q2: 6,753 shares 6,753 $385K 0.02% -1,339 Timeline UDR UDR INC More: the full row for UDR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 20 shares; 2025Q1: not reported; 2025Q2: 16,553 shares; 2025Q3: 11,462 shares; 2025Q4: 10,610 shares; 2026Q1: 9,891 shares; 2026Q2: 9,448 shares 9,448 $377K 0.02% -443 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 631 shares; 2024Q4: 667 shares; 2025Q1: 604 shares; 2025Q2: 604 shares; 2025Q3: 6,612 shares; 2025Q4: 7,267 shares; 2026Q1: 6,554 shares; 2026Q2: 5,127 shares 5,127 $370K 0.02% -1,427 Timeline VTHR VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,807 shares; 2024Q4: 1,807 shares; 2025Q1: 1,807 shares; 2025Q2: 1,807 shares; 2025Q3: 1,807 shares; 2025Q4: 1,638 shares; 2026Q1: 1,280 shares; 2026Q2: 1,101 shares 1,101 $365K 0.02% -179 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,628 shares; 2024Q4: 1,793 shares; 2025Q1: 1,208 shares; 2025Q2: 1,074 shares; 2025Q3: 1,024 shares; 2025Q4: 998 shares; 2026Q1: 979 shares; 2026Q2: 1,030 shares 1,030 $363K 0.02% +51 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 207 shares; 2024Q4: 877 shares; 2025Q1: 972 shares; 2025Q2: 857 shares; 2025Q3: 851 shares; 2025Q4: 832 shares; 2026Q1: 930 shares; 2026Q2: 960 shares 960 $359K 0.02% +30 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,619 shares 2,619 $355K 0.02% new Timeline J JACOBS SOLUTIONS INC More: the full row for JACOBS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,858 shares; 2024Q4: 11,426 shares; 2025Q1: 10,376 shares; 2025Q2: 8,669 shares; 2025Q3: 8,528 shares; 2025Q4: 8,396 shares; 2026Q1: 5,860 shares; 2026Q2: 2,743 shares 2,743 $346K 0.02% -3,117 Timeline VONV VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,426 shares; 2024Q4: 5,895 shares; 2025Q1: 5,883 shares; 2025Q2: 5,617 shares; 2025Q3: 4,581 shares; 2025Q4: 4,581 shares; 2026Q1: 3,321 shares; 2026Q2: 3,218 shares 3,218 $342K 0.02% -103 Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,500 shares; 2024Q4: 1,504 shares; 2025Q1: 1,500 shares; 2025Q2: 1,500 shares; 2025Q3: 1,500 shares; 2025Q4: 1,884 shares; 2026Q1: 1,500 shares; 2026Q2: 1,504 shares 1,504 $337K 0.02% +4 Timeline SCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,510 shares; 2024Q4: 5,510 shares; 2025Q1: 5,510 shares; 2025Q2: 5,510 shares; 2025Q3: 5,602 shares; 2025Q4: 4,762 shares; 2026Q1: 4,762 shares; 2026Q2: 4,100 shares 4,100 $337K 0.02% -662 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 955 shares; 2024Q4: 955 shares; 2025Q1: 955 shares; 2025Q2: 955 shares; 2025Q3: 955 shares; 2025Q4: 1,074 shares; 2026Q1: 1,074 shares; 2026Q2: 1,074 shares 1,074 $329K 0.02% 0 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,419 shares; 2024Q4: 1,419 shares; 2025Q1: 1,419 shares; 2025Q2: 1,419 shares; 2025Q3: 1,419 shares; 2025Q4: 1,714 shares; 2026Q1: 1,714 shares; 2026Q2: 1,610 shares 1,610 $318K 0.02% -104 Timeline BRO BROWN & BROWN INC More: the full row for BROWN & BROWN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,762 shares; 2024Q4: 18,720 shares; 2025Q1: 15,045 shares; 2025Q2: 12,070 shares; 2025Q3: 6,169 shares; 2025Q4: 5,383 shares; 2026Q1: 5,148 shares; 2026Q2: 4,926 shares 4,926 $316K 0.02% -222 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,842 shares; 2024Q4: 3,404 shares; 2025Q1: 3,164 shares; 2025Q2: 3,033 shares; 2025Q3: 3,101 shares; 2025Q4: 3,034 shares; 2026Q1: 2,201 shares; 2026Q2: 2,117 shares 2,117 $310K 0.02% -84 Timeline LRGF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,257 shares; 2024Q4: 4,257 shares; 2025Q1: 4,257 shares; 2025Q2: 4,257 shares; 2025Q3: 4,257 shares; 2025Q4: 4,257 shares; 2026Q1: 4,257 shares; 2026Q2: 4,056 shares 4,056 $307K 0.02% -201 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 417 shares; 2025Q1: 417 shares; 2025Q2: 417 shares; 2025Q3: 417 shares; 2025Q4: 2,834 shares; 2026Q1: 2,830 shares; 2026Q2: 2,591 shares 2,591 $304K 0.02% -239 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,448 shares; 2024Q4: 4,921 shares; 2025Q1: 4,790 shares; 2025Q2: 1,928 shares; 2025Q3: 1,874 shares; 2025Q4: 1,867 shares; 2026Q1: 1,867 shares; 2026Q2: 1,918 shares 1,918 $301K 0.02% +51 Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,770 shares; 2026Q1: 2,770 shares; 2026Q2: 2,770 shares 2,770 $297K 0.02% 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; 2024Q3: 2,000 shares; 2024Q4: 2,002 shares; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 1,176 shares; 2026Q1: 1,000 shares; 2026Q2: 1,002 shares 1,002 $296K 0.02% +2 Timeline FDL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,055 shares; 2024Q4: 6,055 shares; 2025Q1: 6,055 shares; 2025Q2: 6,055 shares; 2025Q3: 6,055 shares; 2025Q4: 6,055 shares; 2026Q1: 6,055 shares; 2026Q2: 6,055 shares 6,055 $295K 0.02% 0 Timeline HLT HILTON WORLDWIDE HLDGS INC More: the full row for HILTON WORLDWIDE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 4 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,250 shares; 2026Q2: 885 shares 885 $292K 0.01% -365 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,950 shares; 2024Q4: 1,540 shares; 2025Q1: 1,500 shares; 2025Q2: 1,500 shares; 2025Q3: 1,500 shares; 2025Q4: 2,700 shares; 2026Q1: 2,700 shares; 2026Q2: 1,557 shares 1,557 $284K 0.01% -1,143 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 672 shares; 2024Q4: 559 shares; 2025Q1: 701 shares; 2025Q2: 635 shares; 2025Q3: 531 shares; 2025Q4: 531 shares; 2026Q1: 531 shares; 2026Q2: 1,828 shares 1,828 $277K 0.01% +1,297 Timeline BKLC BNY MELLON ETF TRUST More: the full row for BNY MELLON ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,905 shares; 2025Q2: 1,905 shares; 2025Q3: 1,905 shares; 2025Q4: 1,905 shares; 2026Q1: 1,905 shares; 2026Q2: 1,905 shares 1,905 $273K 0.01% 0 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,182 shares; 2024Q4: 10,274 shares; 2025Q1: 9,970 shares; 2025Q2: 5,080 shares; 2025Q3: 4,720 shares; 2025Q4: 4,011 shares; 2026Q1: 3,966 shares; 2026Q2: 3,793 shares 3,793 $273K 0.01% -173 Timeline VOOV VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 238 shares; 2024Q4: 1,293 shares; 2025Q1: 1,227 shares; 2025Q2: 1,224 shares; 2025Q3: 1,224 shares; 2025Q4: 1,224 shares; 2026Q1: 1,224 shares; 2026Q2: 1,224 shares 1,224 $268K 0.01% 0 Timeline CFR CULLEN FROST BANKERS INC More: the full row for CULLEN FROST BANKERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,734 shares; 2024Q4: 1,734 shares; 2025Q1: 1,734 shares; 2025Q2: 1,712 shares; 2025Q3: 1,712 shares; 2025Q4: 1,712 shares; 2026Q1: 1,712 shares; 2026Q2: 1,712 shares 1,712 $265K 0.01% 0 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,118 shares; 2024Q4: 2,841 shares; 2025Q1: 2,693 shares; 2025Q2: 2,473 shares; 2025Q3: 2,473 shares; 2025Q4: 4,946 shares; 2026Q1: 4,946 shares; 2026Q2: 4,946 shares 4,946 $263K 0.01% 0 Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 456 shares; 2024Q4: 450 shares; 2025Q1: 443 shares; 2025Q2: 46 shares; 2025Q3: 2,393 shares; 2025Q4: 2,222 shares; 2026Q1: 1,991 shares; 2026Q2: 1,452 shares 1,452 $261K 0.01% -539 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; 2024Q3: 16,152 shares; 2024Q4: 15,293 shares; 2025Q1: 13,942 shares; 2025Q2: 15,387 shares; 2025Q3: 16,445 shares; 2025Q4: 18,232 shares; 2026Q1: 15,865 shares; 2026Q2: 4,945 shares 4,945 $239K 0.01% -10,920 Timeline NFRA FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,717 shares 3,717 $238K 0.01% new Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 69 shares; 2024Q4: 8 shares; 2025Q1: 14 shares; 2025Q2: 387 shares; 2025Q3: 529 shares; 2025Q4: 5,077 shares; 2026Q1: 4,446 shares; 2026Q2: 3,328 shares 3,328 $238K 0.01% -1,118 Timeline VIS VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 659 shares; 2026Q1: 659 shares; 2026Q2: 659 shares 659 $237K 0.01% 0 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,844 shares; 2024Q4: 1,844 shares; 2025Q1: 1,844 shares; 2025Q2: 1,756 shares; 2025Q3: 1,756 shares; 2025Q4: 1,756 shares; 2026Q1: 1,241 shares; 2026Q2: 1,241 shares 1,241 $233K 0.01% 0 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 13 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,278 shares; 2026Q1: 1,483 shares; 2026Q2: 1,518 shares 1,518 $233K 0.01% +35 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,000 shares; 2024Q4: 2,008 shares; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares; 2025Q3: 1,006 shares; 2025Q4: 1,006 shares; 2026Q1: 1,006 shares; 2026Q2: 1,015 shares 1,015 $229K 0.01% +9 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,261 shares; 2024Q4: 941 shares; 2025Q1: 922 shares; 2025Q2: 882 shares; 2025Q3: 810 shares; 2025Q4: 810 shares; 2026Q1: 811 shares; 2026Q2: 360 shares 360 $229K 0.01% -451 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 433 shares; 2025Q1: 400 shares; 2025Q2: 400 shares; 2025Q3: 400 shares; 2025Q4: 400 shares; 2026Q1: 432 shares; 2026Q2: 526 shares 526 $228K 0.01% +94 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,245 shares; 2024Q4: 1,530 shares; 2025Q1: 1,519 shares; 2025Q2: 1,473 shares; 2025Q3: 1,515 shares; 2025Q4: 1,332 shares; 2026Q1: 1,151 shares; 2026Q2: 1,204 shares 1,204 $222K 0.01% +53 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,310 shares; 2024Q4: 13,155 shares; 2025Q1: 11,639 shares; 2025Q2: 10,859 shares; 2025Q3: 10,056 shares; 2025Q4: 9,611 shares; 2026Q1: 6,500 shares; 2026Q2: 2,444 shares 2,444 $222K 0.01% -4,056 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; 2024Q3: 10,818 shares; 2024Q4: 9,875 shares; 2025Q1: 9,849 shares; 2025Q2: 9,849 shares; 2025Q3: 9,849 shares; 2025Q4: 9,849 shares; 2026Q1: 9,849 shares; 2026Q2: 8,013 shares 8,013 $219K 0.01% -1,836 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8 shares; 2024Q4: 8 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 649 shares; 2026Q1: 649 shares; 2026Q2: 650 shares 650 $218K 0.01% +1 Timeline FTEC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 861 shares; 2024Q4: 861 shares; 2025Q1: 861 shares; 2025Q2: 760 shares; 2025Q3: 760 shares; 2025Q4: 760 shares; 2026Q1: 760 shares; 2026Q2: 760 shares 760 $217K 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; 2024Q3: 390 shares; 2024Q4: 479 shares; 2025Q1: 195 shares; 2025Q2: 195 shares; 2025Q3: 270 shares; 2025Q4: 218 shares; 2026Q1: 75 shares; 2026Q2: 444 shares 444 $212K 0.01% +369 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; 2024Q3: 3,215 shares; 2024Q4: 8,453 shares; 2025Q1: 7,829 shares; 2025Q2: 6,402 shares; 2025Q3: 6,402 shares; 2025Q4: 6,402 shares; 2026Q1: 6,402 shares; 2026Q2: 5,839 shares 5,839 $211K 0.01% -563 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; 2024Q3: 386 shares; 2024Q4: 386 shares; 2025Q1: 386 shares; 2025Q2: 402 shares; 2025Q3: 402 shares; 2025Q4: 402 shares; 2026Q1: 402 shares; 2026Q2: 402 shares 402 $211K 0.01% 0 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,453 shares; 2024Q4: 1,281 shares; 2025Q1: 1,375 shares; 2025Q2: 1,253 shares; 2025Q3: 1,050 shares; 2025Q4: 1,175 shares; 2026Q1: 811 shares; 2026Q2: 597 shares 597 $205K 0.01% -214 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,572 shares; 2024Q4: 13,866 shares; 2025Q1: 8,795 shares; 2025Q2: 8,795 shares; 2025Q3: 8,795 shares; 2025Q4: 8,345 shares; 2026Q1: 8,275 shares; 2026Q2: 8,084 shares 8,084 $195K 0.01% -191 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,730 shares; 2026Q1: 10,765 shares; 2026Q2: 10,765 shares 10,765 $193K 0.01% 0 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 181 shares; 2024Q4: 181 shares; 2025Q1: 181 shares; 2025Q2: 181 shares; 2025Q3: 181 shares; 2025Q4: 181 shares; 2026Q1: 181 shares; 2026Q2: 1,169 shares 1,169 $192K 0.01% +988 Timeline VVX V2X INC More: the full row for V2X INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,942 shares; 2024Q4: 7,942 shares; 2025Q1: 5,043 shares; 2025Q2: 5,399 shares; 2025Q3: 4,463 shares; 2025Q4: 4,463 shares; 2026Q1: 2,562 shares; 2026Q2: 2,562 shares 2,562 $191K 0.01% 0 Timeline RPG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,985 shares; 2024Q4: 2,985 shares; 2025Q1: 2,985 shares; 2025Q2: 2,985 shares; 2025Q3: 2,985 shares; 2025Q4: 2,985 shares; 2026Q1: 2,985 shares; 2026Q2: 2,985 shares 2,985 $191K 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; 2024Q3: 18 shares; 2024Q4: 338 shares; 2025Q1: 320 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,175 shares; 2026Q1: 1,175 shares; 2026Q2: 1,175 shares 1,175 $186K 0.01% 0 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 495 shares; 2024Q4: 133 shares; 2025Q1: 245 shares; 2025Q2: 133 shares; 2025Q3: not reported; 2025Q4: 1,827 shares; 2026Q1: 1,930 shares; 2026Q2: 1,982 shares 1,982 $185K 0.01% +52 Timeline ODFL OLD DOMINION FREIGHT LINE IN More: the full row for OLD DOMINION FREIGHT LINE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 4 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 847 shares 847 $183K 0.01% new Timeline MKL MARKEL GROUP INC More: the full row for MARKEL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 91 shares; 2024Q4: 91 shares; 2025Q1: 91 shares; 2025Q2: 91 shares; 2025Q3: 91 shares; 2025Q4: 91 shares; 2026Q1: 91 shares; 2026Q2: 91 shares 91 $178K 0.01% 0 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,696 shares; 2024Q4: 2,156 shares; 2025Q1: 1,606 shares; 2025Q2: 1,146 shares; 2025Q3: 1,146 shares; 2025Q4: 1,146 shares; 2026Q1: 1,146 shares; 2026Q2: 1,146 shares 1,146 $168K 0.01% 0 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,284 shares 3,284 $166K 0.01% new Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 82 shares; 2024Q4: 387 shares; 2025Q1: 387 shares; 2025Q2: 373 shares; 2025Q3: 421 shares; 2025Q4: 416 shares; 2026Q1: 416 shares; 2026Q2: 416 shares 416 $164K 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; 2024Q3: 2,814 shares; 2024Q4: 2,106 shares; 2025Q1: 1,125 shares; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares; 2026Q1: 1,000 shares; 2026Q2: 1,073 shares 1,073 $162K 0.01% +73 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 241 shares; 2024Q4: 244 shares; 2025Q1: 236 shares; 2025Q2: 208 shares; 2025Q3: 208 shares; 2025Q4: 208 shares; 2026Q1: 208 shares; 2026Q2: 213 shares 213 $161K 0.01% +5 Timeline SPHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,743 shares; 2024Q4: 1,743 shares; 2025Q1: 1,743 shares; 2025Q2: 1,743 shares; 2025Q3: 1,743 shares; 2025Q4: 1,743 shares; 2026Q1: 1,743 shares; 2026Q2: 1,743 shares 1,743 $157K 0.01% 0 Timeline FNDX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 4,860 shares; 2025Q1: 4,860 shares; 2025Q2: 4,860 shares; 2025Q3: 4,860 shares; 2025Q4: 4,860 shares; 2026Q1: 4,860 shares; 2026Q2: 4,860 shares 4,860 $151K 0.01% 0 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 866 shares; 2024Q4: 960 shares; 2025Q1: 960 shares; 2025Q2: 960 shares; 2025Q3: 1,034 shares; 2025Q4: 1,034 shares; 2026Q1: 1,322 shares; 2026Q2: 1,282 shares 1,282 $151K 0.01% -40 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,249 shares; 2024Q4: 1,172 shares; 2025Q1: 912 shares; 2025Q2: 1,206 shares; 2025Q3: 855 shares; 2025Q4: 751 shares; 2026Q1: 751 shares; 2026Q2: 541 shares 541 $149K 0.01% -210 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; 2024Q3: 8 shares; 2024Q4: 8 shares; 2025Q1: 8 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 920 shares 920 $144K 0.01% new Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,181 shares; 2024Q4: 3,267 shares; 2025Q1: 3,083 shares; 2025Q2: 3,083 shares; 2025Q3: 2,729 shares; 2025Q4: 2,729 shares; 2026Q1: 2,780 shares; 2026Q2: 2,482 shares 2,482 $143K 0.01% -298 Timeline ROL ROLLINS INC More: the full row for ROLLINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 537 shares; 2025Q2: 6,817 shares; 2025Q3: 6,101 shares; 2025Q4: 6,088 shares; 2026Q1: 5,157 shares; 2026Q2: 3,418 shares 3,418 $143K 0.01% -1,739 Timeline RJF RAYMOND JAMES FINL INC More: the full row for RAYMOND JAMES FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 70 shares; 2024Q4: 84 shares; 2025Q1: 3,165 shares; 2025Q2: 4,097 shares; 2025Q3: 3,949 shares; 2025Q4: 3,917 shares; 2026Q1: 3,356 shares; 2026Q2: 931 shares 931 $142K 0.01% -2,425 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 849 shares; 2024Q4: 849 shares; 2025Q1: 849 shares; 2025Q2: 849 shares; 2025Q3: 849 shares; 2025Q4: 849 shares; 2026Q1: 849 shares; 2026Q2: 849 shares 849 $139K 0.01% 0 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,786 shares; 2024Q4: 4,104 shares; 2025Q1: 3,486 shares; 2025Q2: 3,131 shares; 2025Q3: 3,347 shares; 2025Q4: 3,057 shares; 2026Q1: 3,159 shares; 2026Q2: 3,261 shares 3,261 $138K 0.01% +102 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,015 shares; 2024Q4: 12,047 shares; 2025Q1: 7,500 shares; 2025Q2: 4,690 shares; 2025Q3: 2,500 shares; 2025Q4: 2,500 shares; 2026Q1: 2,616 shares; 2026Q2: 2,829 shares 2,829 $136K 0.01% +213 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,249 shares; 2024Q4: 449 shares; 2025Q1: 425 shares; 2025Q2: 458 shares; 2025Q3: 377 shares; 2025Q4: 3,317 shares; 2026Q1: 377 shares; 2026Q2: 444 shares 444 $132K 0.01% +67 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,294 shares; 2024Q4: 5,759 shares; 2025Q1: 3,433 shares; 2025Q2: 1,594 shares; 2025Q3: 1,594 shares; 2025Q4: 1,594 shares; 2026Q1: 1,594 shares; 2026Q2: 1,507 shares 1,507 $128K 0.01% -87 Timeline DFAX DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,378 shares; 2026Q2: 3,378 shares 3,378 $124K 0.01% 0 Timeline PRF INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,000 shares; 2024Q4: 3,000 shares; 2025Q1: 3,000 shares; 2025Q2: 3,000 shares; 2025Q3: 3,000 shares; 2025Q4: 3,000 shares; 2026Q1: 2,959 shares; 2026Q2: 2,302 shares 2,302 $124K 0.01% -657 Timeline WAT WATERS CORP More: the full row for WATERS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 321 shares; 2026Q2: 330 shares 330 $124K 0.01% +9 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 714 shares; 2024Q4: 2,855 shares; 2025Q1: 2,855 shares; 2025Q2: 4,710 shares; 2025Q3: 3,954 shares; 2025Q4: 3,818 shares; 2026Q1: 3,762 shares; 2026Q2: 3,656 shares 3,656 $124K 0.01% -106 Timeline SYLD CAMBRIA ETF TR More: the full row for CAMBRIA ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,435 shares; 2024Q4: 4,435 shares; 2025Q1: 2,952 shares; 2025Q2: 2,952 shares; 2025Q3: 2,921 shares; 2025Q4: 2,921 shares; 2026Q1: 1,562 shares; 2026Q2: 1,562 shares 1,562 $124K 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; 2024Q3: not reported; 2024Q4: 6 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 533 shares; 2026Q1: 533 shares; 2026Q2: 543 shares 543 $121K 0.01% +10 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; 2024Q3: 7,473 shares; 2024Q4: 7,473 shares; 2025Q1: 7,473 shares; 2025Q2: 7,473 shares; 2025Q3: 4,970 shares; 2025Q4: 4,970 shares; 2026Q1: 4,970 shares; 2026Q2: 4,970 shares 4,970 $118K 0.01% 0 Timeline NICE NICE LTD More: the full row for NICE LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,295 shares; 2026Q1: 1,295 shares; 2026Q2: 1,295 shares 1,295 $118K 0.01% 0 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 813 shares; 2024Q4: 813 shares; 2025Q1: 610 shares; 2025Q2: 610 shares; 2025Q3: 610 shares; 2025Q4: 533 shares; 2026Q1: 795 shares; 2026Q2: 795 shares 795 $117K 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; 2024Q3: 2,805 shares; 2024Q4: 2,805 shares; 2025Q1: 2,738 shares; 2025Q2: 2,738 shares; 2025Q3: 2,738 shares; 2025Q4: 2,738 shares; 2026Q1: 2,892 shares; 2026Q2: 3,094 shares 3,094 $114K 0.01% +202 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 50 shares; 2024Q4: 50 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,725 shares; 2026Q1: 1,725 shares; 2026Q2: 1,785 shares 1,785 $112K 0.01% +60 Timeline DFUS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,623 shares; 2024Q4: 1,623 shares; 2025Q1: 1,623 shares; 2025Q2: 1,623 shares; 2025Q3: 1,623 shares; 2025Q4: 1,623 shares; 2026Q1: 1,363 shares; 2026Q2: 1,363 shares 1,363 $112K 0.01% 0 Timeline AMTM AMENTUM HOLDINGS INC More: the full row for AMENTUM HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,215 shares; 2024Q4: 10,807 shares; 2025Q1: 11,712 shares; 2025Q2: 9,367 shares; 2025Q3: 7,088 shares; 2025Q4: 6,910 shares; 2026Q1: 6,124 shares; 2026Q2: 5,268 shares 5,268 $109K 0.01% -856 Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 309 shares; 2024Q4: 309 shares; 2025Q1: 278 shares; 2025Q2: 281 shares; 2025Q3: 425 shares; 2025Q4: 353 shares; 2026Q1: 648 shares; 2026Q2: 609 shares 609 $109K 0.01% -39 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 158 shares; 2024Q4: 168 shares; 2025Q1: 158 shares; 2025Q2: 158 shares; 2025Q3: 158 shares; 2025Q4: 158 shares; 2026Q1: 204 shares; 2026Q2: 268 shares 268 $106K 0.01% +64 Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,943 shares; 2024Q4: 8,586 shares; 2025Q1: 4,485 shares; 2025Q2: 4,515 shares; 2025Q3: 4,287 shares; 2025Q4: 2,316 shares; 2026Q1: 2,380 shares; 2026Q2: 2,261 shares 2,261 $104K 0.01% -119 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 802 shares; 2026Q1: 724 shares; 2026Q2: 774 shares 774 $100K 0.01% +50 Timeline GUNR FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,989 shares 1,989 $98K 0.01% new Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,270 shares; 2024Q4: 11,586 shares; 2025Q1: 11,031 shares; 2025Q2: 8,125 shares; 2025Q3: 7,821 shares; 2025Q4: 7,288 shares; 2026Q1: 1,225 shares; 2026Q2: 992 shares 992 $96.2K <0.01% -233 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 150 shares; 2024Q4: 150 shares; 2025Q1: 150 shares; 2025Q2: 150 shares; 2025Q3: 150 shares; 2025Q4: 150 shares; 2026Q1: 150 shares; 2026Q2: 150 shares 150 $96.1K <0.01% 0 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,371 shares; 2024Q4: 624 shares; 2025Q1: 601 shares; 2025Q2: 405 shares; 2025Q3: 405 shares; 2025Q4: 405 shares; 2026Q1: 427 shares; 2026Q2: 373 shares 373 $95.2K <0.01% -54 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,311 shares; 2024Q4: 3,312 shares; 2025Q1: 1,712 shares; 2025Q2: 1,600 shares; 2025Q3: 1,600 shares; 2025Q4: 1,600 shares; 2026Q1: 1,600 shares; 2026Q2: 1,786 shares 1,786 $94.4K <0.01% +186 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,000 shares; 2024Q4: 2,400 shares; 2025Q1: 2,400 shares; 2025Q2: 2,400 shares; 2025Q3: 2,400 shares; 2025Q4: 2,379 shares; 2026Q1: 2,359 shares; 2026Q2: 1,290 shares 1,290 $94.2K <0.01% -1,069 Timeline DHS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,067 shares; 2024Q4: 1,067 shares; 2025Q1: 1,067 shares; 2025Q2: 1,182 shares; 2025Q3: 1,067 shares; 2025Q4: 827 shares; 2026Q1: 827 shares; 2026Q2: 827 shares 827 $94K <0.01% 0 Timeline FNDA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,436 shares; 2025Q1: 2,436 shares; 2025Q2: 2,436 shares; 2025Q3: 2,436 shares; 2025Q4: 2,436 shares; 2026Q1: 2,436 shares; 2026Q2: 2,436 shares 2,436 $92.7K <0.01% 0 Timeline FNDF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 139 shares; 2024Q4: 1,719 shares; 2025Q1: 1,719 shares; 2025Q2: 1,719 shares; 2025Q3: 1,719 shares; 2025Q4: 1,719 shares; 2026Q1: 1,719 shares; 2026Q2: 1,719 shares 1,719 $90.7K <0.01% 0 Timeline BKMI BNY MELLON ETF TRUST II More: the full row for BNY MELLON ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,462 shares; 2026Q2: 3,422 shares 3,422 $90.5K <0.01% -2,040 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,352 shares; 2024Q4: 8,863 shares; 2025Q1: 6,291 shares; 2025Q2: 3,860 shares; 2025Q3: 3,866 shares; 2025Q4: 3,772 shares; 2026Q1: 684 shares; 2026Q2: 538 shares 538 $90.2K <0.01% -146 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,454 shares; 2024Q4: 2,144 shares; 2025Q1: 1,603 shares; 2025Q2: 1,186 shares; 2025Q3: 1,186 shares; 2025Q4: 1,186 shares; 2026Q1: 686 shares; 2026Q2: 1,162 shares 1,162 $90.1K <0.01% +476 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,825 shares; 2024Q4: 956 shares; 2025Q1: 266 shares; 2025Q2: 266 shares; 2025Q3: 266 shares; 2025Q4: 266 shares; 2026Q1: 266 shares; 2026Q2: 643 shares 643 $89.8K <0.01% +377 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 211 shares; 2024Q4: 217 shares; 2025Q1: 238 shares; 2025Q2: 211 shares; 2025Q3: 211 shares; 2025Q4: 211 shares; 2026Q1: 211 shares; 2026Q2: 219 shares 219 $89.2K <0.01% +8 Timeline HDEF DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,718 shares; 2024Q4: 7,718 shares; 2025Q1: 7,718 shares; 2025Q2: 3,859 shares; 2025Q3: 2,756 shares; 2025Q4: 2,756 shares; 2026Q1: 2,756 shares; 2026Q2: 2,756 shares 2,756 $88.6K <0.01% 0 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 4 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 41 shares 41 $81.6K <0.01% new Timeline MTN VAIL RESORTS INC More: the full row for VAIL RESORTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 41 shares; 2024Q4: not reported; 2025Q1: 584 shares; 2025Q2: 584 shares; 2025Q3: 584 shares; 2025Q4: 584 shares; 2026Q1: 584 shares; 2026Q2: 584 shares 584 $80.8K <0.01% 0 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 180 shares; 2024Q4: 186 shares; 2025Q1: 235 shares; 2025Q2: 180 shares; 2025Q3: 180 shares; 2025Q4: 180 shares; 2026Q1: 180 shares; 2026Q2: 200 shares 200 $79.5K <0.01% +20 Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,525 shares; 2026Q1: 1,525 shares; 2026Q2: 1,900 shares 1,900 $78.5K <0.01% +375 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 615 shares; 2024Q4: 548 shares; 2025Q1: 479 shares; 2025Q2: 375 shares; 2025Q3: 422 shares; 2025Q4: 423 shares; 2026Q1: 350 shares; 2026Q2: 351 shares 351 $77.6K <0.01% +1 Timeline CIBR FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 830 shares; 2024Q4: 1,711 shares; 2025Q1: 830 shares; 2025Q2: 830 shares; 2025Q3: 830 shares; 2025Q4: 830 shares; 2026Q1: 830 shares; 2026Q2: 830 shares 830 $74.6K <0.01% 0 Timeline PAAS PAN AMERN SILVER CORP More: the full row for PAN AMERN SILVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,658 shares; 2026Q1: 1,658 shares; 2026Q2: 1,658 shares 1,658 $74.3K <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; 2024Q3: 4,964 shares; 2024Q4: 21,355 shares; 2025Q1: 20,962 shares; 2025Q2: 14,857 shares; 2025Q3: 14,251 shares; 2025Q4: 14,224 shares; 2026Q1: 12,084 shares; 2026Q2: 2,342 shares 2,342 $74K <0.01% -9,742 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; 2024Q3: 300 shares; 2024Q4: 300 shares; 2025Q1: 300 shares; 2025Q2: 300 shares; 2025Q3: 300 shares; 2025Q4: 300 shares; 2026Q1: 300 shares; 2026Q2: 300 shares 300 $73.9K <0.01% 0 Timeline DOCU DOCUSIGN INC More: the full row for DOCUSIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,615 shares; 2026Q1: 1,615 shares; 2026Q2: 1,615 shares 1,615 $71.7K <0.01% 0 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,659 shares; 2024Q4: 3,330 shares; 2025Q1: 3,182 shares; 2025Q2: 3,182 shares; 2025Q3: 3,182 shares; 2025Q4: 3,182 shares; 2026Q1: 3,029 shares; 2026Q2: 3,412 shares 3,412 $70.6K <0.01% +383 Timeline AKAM AKAMAI TECHNOLOGIES INC More: the full row for AKAMAI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18 shares; 2024Q4: 18 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 581 shares; 2026Q1: 581 shares; 2026Q2: 586 shares 586 $69.3K <0.01% +5 Timeline IWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,611 shares; 2024Q4: 745 shares; 2025Q1: 745 shares; 2025Q2: 745 shares; 2025Q3: 745 shares; 2025Q4: 745 shares; 2026Q1: 745 shares; 2026Q2: 647 shares 647 $68K <0.01% -98 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 300 shares; 2024Q4: 310 shares; 2025Q1: 410 shares; 2025Q2: 300 shares; 2025Q3: 300 shares; 2025Q4: 300 shares; 2026Q1: 305 shares; 2026Q2: 310 shares 310 $67.7K <0.01% +5 Timeline DSL DOUBLELINE INCOME SOLUTIONS More: the full row for DOUBLELINE INCOME SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,056 shares; 2024Q4: 6,056 shares; 2025Q1: 6,056 shares; 2025Q2: 6,056 shares; 2025Q3: 6,056 shares; 2025Q4: 6,056 shares; 2026Q1: 6,056 shares; 2026Q2: 6,056 shares 6,056 $67K <0.01% 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; 2024Q3: 1,230 shares; 2024Q4: 1,259 shares; 2025Q1: 1,448 shares; 2025Q2: 1,230 shares; 2025Q3: 1,299 shares; 2025Q4: 2,778 shares; 2026Q1: 375 shares; 2026Q2: 456 shares 456 $66.8K <0.01% +81 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 360 shares; 2025Q1: 360 shares; 2025Q2: 360 shares; 2025Q3: 360 shares; 2025Q4: 360 shares; 2026Q1: 360 shares; 2026Q2: 360 shares 360 $66.7K <0.01% 0 Timeline CHKP CHECK POINT SOFTWARE TECH LT More: the full row for CHECK POINT SOFTWARE TECH LT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 497 shares; 2026Q1: 497 shares; 2026Q2: 497 shares 497 $65.3K <0.01% 0 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,053 shares; 2024Q4: 1,053 shares; 2025Q1: 1,053 shares; 2025Q2: 1,053 shares; 2025Q3: 1,053 shares; 2025Q4: 1,053 shares; 2026Q1: 950 shares; 2026Q2: 950 shares 950 $65K <0.01% 0 Timeline KBR KBR INC More: the full row for KBR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,862 shares; 2024Q4: 1,862 shares; 2025Q1: 1,862 shares; 2025Q2: 1,862 shares; 2025Q3: 1,862 shares; 2025Q4: 1,862 shares; 2026Q1: 1,862 shares; 2026Q2: 1,862 shares 1,862 $64.6K <0.01% 0 Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 354 shares; 2025Q2: 212 shares; 2025Q3: 212 shares; 2025Q4: 212 shares; 2026Q1: 212 shares; 2026Q2: 212 shares 212 $64.2K <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; 2024Q3: 330 shares; 2024Q4: 330 shares; 2025Q1: 371 shares; 2025Q2: 330 shares; 2025Q3: 330 shares; 2025Q4: 330 shares; 2026Q1: 330 shares; 2026Q2: 364 shares 364 $63.8K <0.01% +34 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; 2024Q3: 4,142 shares; 2024Q4: 3,312 shares; 2025Q1: 2,012 shares; 2025Q2: 2,012 shares; 2025Q3: 2,012 shares; 2025Q4: 2,012 shares; 2026Q1: 1,512 shares; 2026Q2: 1,512 shares 1,512 $61.8K <0.01% 0 Timeline FHLC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 798 shares; 2024Q4: 798 shares; 2025Q1: 798 shares; 2025Q2: 798 shares; 2025Q3: 798 shares; 2025Q4: 798 shares; 2026Q1: 798 shares; 2026Q2: 798 shares 798 $61.6K <0.01% 0 Timeline EQL ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 400 shares; 2024Q4: 400 shares; 2025Q1: 400 shares; 2025Q2: 1,200 shares; 2025Q3: 1,200 shares; 2025Q4: 1,200 shares; 2026Q1: 1,200 shares; 2026Q2: 1,200 shares 1,200 $60.5K <0.01% 0 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 793 shares; 2024Q4: 809 shares; 2025Q1: 937 shares; 2025Q2: 793 shares; 2025Q3: 618 shares; 2025Q4: 618 shares; 2026Q1: 618 shares; 2026Q2: 648 shares 648 $59.4K <0.01% +30 Timeline IWY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,373 shares; 2024Q4: 567 shares; 2025Q1: 567 shares; 2025Q2: 567 shares; 2025Q3: 508 shares; 2025Q4: 195 shares; 2026Q1: 195 shares; 2026Q2: 195 shares 195 $56.7K <0.01% 0 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,960 shares 2,960 $56.6K <0.01% new Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 425 shares; 2024Q4: 207 shares; 2025Q1: 200 shares; 2025Q2: 200 shares; 2025Q3: 200 shares; 2025Q4: 200 shares; 2026Q1: 200 shares; 2026Q2: 218 shares 218 $55.7K <0.01% +18 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 193 shares; 2024Q4: 144 shares; 2025Q1: 277 shares; 2025Q2: 200 shares; 2025Q3: not reported; 2025Q4: 284 shares; 2026Q1: 284 shares; 2026Q2: 328 shares 328 $55.4K <0.01% +44 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 78 shares; 2024Q4: 16 shares; 2025Q1: not reported; 2025Q2: 240 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 635 shares 635 $55.2K <0.01% new Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 235 shares; 2024Q4: 236 shares; 2025Q1: 268 shares; 2025Q2: 227 shares; 2025Q3: 227 shares; 2025Q4: 227 shares; 2026Q1: 227 shares; 2026Q2: 245 shares 245 $54.8K <0.01% +18 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 82 shares; 2024Q4: 119 shares; 2025Q1: 52 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 365 shares; 2026Q1: not reported; 2026Q2: 92 shares 92 $53.4K <0.01% new Timeline ACWI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 340 shares; 2024Q4: 340 shares; 2025Q1: 340 shares; 2025Q2: 340 shares; 2025Q3: 340 shares; 2025Q4: 340 shares; 2026Q1: 340 shares; 2026Q2: 340 shares 340 $53.4K <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; 2024Q3: 362 shares; 2024Q4: 377 shares; 2025Q1: 362 shares; 2025Q2: 150 shares; 2025Q3: not reported; 2025Q4: 400 shares; 2026Q1: 400 shares; 2026Q2: 443 shares 443 $52.1K <0.01% +43 Timeline SPHY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,038 shares; 2024Q4: 3,523 shares; 2025Q1: 3,377 shares; 2025Q2: 3,403 shares; 2025Q3: 2,171 shares; 2025Q4: 2,241 shares; 2026Q1: 2,228 shares; 2026Q2: 2,209 shares 2,209 $51.8K <0.01% -19 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 850 shares; 2024Q4: 305 shares; 2025Q1: 202 shares; 2025Q2: 150 shares; 2025Q3: 150 shares; 2025Q4: 150 shares; 2026Q1: 150 shares; 2026Q2: 164 shares 164 $51.6K <0.01% +14 Timeline NTR NUTRIEN LTD More: the full row for NUTRIEN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,140 shares; 2024Q4: 1,115 shares; 2025Q1: 940 shares; 2025Q2: 765 shares; 2025Q3: 765 shares; 2025Q4: 765 shares; 2026Q1: 765 shares; 2026Q2: 801 shares 801 $50.9K <0.01% +36 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,737 shares; 2024Q4: 1,910 shares; 2025Q1: 2,227 shares; 2025Q2: 1,907 shares; 2025Q3: 2,060 shares; 2025Q4: 1,947 shares; 2026Q1: 1,700 shares; 2026Q2: 870 shares 870 $50.8K <0.01% -830 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 184 shares; 2024Q4: 189 shares; 2025Q1: 227 shares; 2025Q2: 184 shares; 2025Q3: 184 shares; 2025Q4: 184 shares; 2026Q1: 184 shares; 2026Q2: 210 shares 210 $50.4K <0.01% +26 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,278 shares; 2024Q4: 896 shares; 2025Q1: 896 shares; 2025Q2: 896 shares; 2025Q3: 896 shares; 2025Q4: 272 shares; 2026Q1: 272 shares; 2026Q2: 347 shares 347 $50.2K <0.01% +75 Timeline MCI BARINGS CORPORATE INVS More: the full row for BARINGS CORPORATE INVS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,000 shares; 2024Q4: 3,000 shares; 2025Q1: 3,000 shares; 2025Q2: 3,000 shares; 2025Q3: 2,825 shares; 2025Q4: 2,825 shares; 2026Q1: 2,825 shares; 2026Q2: 2,825 shares 2,825 $49.6K <0.01% 0 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 100 shares; 2024Q4: 100 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,542 shares 1,542 $49.3K <0.01% new Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 256 shares; 2024Q4: 268 shares; 2025Q1: 330 shares; 2025Q2: 256 shares; 2025Q3: 256 shares; 2025Q4: 256 shares; 2026Q1: 256 shares; 2026Q2: 256 shares 256 $48.9K <0.01% 0 Timeline FREL FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,664 shares; 2024Q4: 1,664 shares; 2025Q1: 1,664 shares; 2025Q2: 1,664 shares; 2025Q3: 1,664 shares; 2025Q4: 1,664 shares; 2026Q1: 1,664 shares; 2026Q2: 1,664 shares 1,664 $48.8K <0.01% 0 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,310 shares 1,310 $48.2K <0.01% new Timeline XEVTX EATON VANCE TAX ADVT DIV INC More: the full row for EATON VANCE TAX ADVT DIV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,719 shares; 2024Q4: 1,719 shares; 2025Q1: 1,719 shares; 2025Q2: 1,719 shares; 2025Q3: 1,719 shares; 2025Q4: 1,719 shares; 2026Q1: 1,719 shares; 2026Q2: 1,719 shares 1,719 $47.6K <0.01% 0 Timeline ARW ARROW ELECTRS INC More: the full row for ARROW ELECTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 220 shares; 2025Q1: 220 shares; 2025Q2: 220 shares; 2025Q3: 220 shares; 2025Q4: 220 shares; 2026Q1: 220 shares; 2026Q2: 220 shares 220 $47K <0.01% 0 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 250 shares; 2024Q4: 91 shares; 2025Q1: 50 shares; 2025Q2: 50 shares; 2025Q3: 50 shares; 2025Q4: 50 shares; 2026Q1: 122 shares; 2026Q2: 334 shares 334 $46.7K <0.01% +212 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 120 shares; 2024Q4: 120 shares; 2025Q1: 120 shares; 2025Q2: 120 shares; 2025Q3: 120 shares; 2025Q4: 120 shares; 2026Q1: 127 shares; 2026Q2: 127 shares 127 $46.4K <0.01% 0 Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 800 shares; 2024Q4: 820 shares; 2025Q1: 800 shares; 2025Q2: 800 shares; 2025Q3: 800 shares; 2025Q4: 800 shares; 2026Q1: 900 shares; 2026Q2: 937 shares 937 $45.8K <0.01% +37 Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 206 shares; 2025Q1: 200 shares; 2025Q2: 200 shares; 2025Q3: 200 shares; 2025Q4: 200 shares; 2026Q1: 200 shares; 2026Q2: 207 shares 207 $44.1K <0.01% +7 Timeline VTWO VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 369 shares; 2024Q4: 360 shares; 2025Q1: 360 shares; 2025Q2: 360 shares; 2025Q3: 360 shares; 2025Q4: 360 shares; 2026Q1: 360 shares; 2026Q2: 360 shares 360 $43.7K <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; 2024Q3: 450 shares; 2024Q4: 450 shares; 2025Q1: 450 shares; 2025Q2: 450 shares; 2025Q3: 450 shares; 2025Q4: 450 shares; 2026Q1: 450 shares; 2026Q2: 450 shares 450 $43.4K <0.01% 0 Timeline DFAI DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,006 shares 1,006 $41.5K <0.01% new 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; 2024Q3: 297 shares; 2024Q4: 251 shares; 2025Q1: 203 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 72 shares; 2026Q2: 152 shares 152 $41.4K <0.01% +80 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 550 shares; 2024Q4: 115 shares; 2025Q1: 263 shares; 2025Q2: 100 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 57 shares 57 $41.2K <0.01% new Timeline PCN PIMCO CORPORATE & INCM STRG More: the full row for PIMCO CORPORATE & INCM STRG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,412 shares; 2024Q4: 3,412 shares; 2025Q1: 3,412 shares; 2025Q2: 3,412 shares; 2025Q3: 3,412 shares; 2025Q4: 3,412 shares; 2026Q1: 3,412 shares; 2026Q2: 3,412 shares 3,412 $41.2K <0.01% 0 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 350 shares; 2024Q4: 350 shares; 2025Q1: 350 shares; 2025Q2: 350 shares; 2025Q3: 487 shares; 2025Q4: 350 shares; 2026Q1: 350 shares; 2026Q2: 427 shares 427 $40.9K <0.01% +77 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,467 shares; 2024Q4: 6,085 shares; 2025Q1: 5,943 shares; 2025Q2: 5,906 shares; 2025Q3: 826 shares; 2025Q4: 817 shares; 2026Q1: 746 shares; 2026Q2: 962 shares 962 $39.8K <0.01% +216 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 137 shares; 2024Q4: 137 shares; 2025Q1: 137 shares; 2025Q2: 32 shares; 2025Q3: 32 shares; 2025Q4: 133 shares; 2026Q1: 97 shares; 2026Q2: 125 shares 125 $39.3K <0.01% +28 Timeline ESGE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 658 shares; 2024Q4: 658 shares; 2025Q1: 658 shares; 2025Q2: 658 shares; 2025Q3: 658 shares; 2025Q4: 701 shares; 2026Q1: 701 shares; 2026Q2: 701 shares 701 $38.3K <0.01% 0 Timeline NULG NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,841 shares; 2024Q4: 1,841 shares; 2025Q1: 374 shares; 2025Q2: 374 shares; 2025Q3: 374 shares; 2025Q4: 326 shares; 2026Q1: 326 shares; 2026Q2: 326 shares 326 $38.2K <0.01% 0 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 369 shares; 2024Q4: 397 shares; 2025Q1: 369 shares; 2025Q2: 369 shares; 2025Q3: 3,968 shares; 2025Q4: 4,214 shares; 2026Q1: 3,820 shares; 2026Q2: 888 shares 888 $37.9K <0.01% -2,932 Timeline RYAM RAYONIER ADVANCED MATLS INC More: the full row for RAYONIER ADVANCED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,218 shares; 2024Q4: 8,218 shares; 2025Q1: 5,764 shares; 2025Q2: 5,764 shares; 2025Q3: 4,734 shares; 2025Q4: 4,734 shares; 2026Q1: 4,734 shares; 2026Q2: 4,734 shares 4,734 $37.2K <0.01% 0 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 289 shares; 2024Q4: 414 shares; 2025Q1: 172 shares; 2025Q2: 250 shares; 2025Q3: 368 shares; 2025Q4: 274 shares; 2026Q1: 274 shares; 2026Q2: 191 shares 191 $36.2K <0.01% -83 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4 shares; 2024Q4: 6 shares; 2025Q1: 16 shares; 2025Q2: 4 shares; 2025Q3: 4 shares; 2025Q4: 186 shares; 2026Q1: 4 shares; 2026Q2: 120 shares 120 $36.2K <0.01% +116 Timeline ROP ROPER TECHNOLOGIES INC More: the full row for ROPER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 31 shares; 2024Q4: 34 shares; 2025Q1: 16 shares; 2025Q2: 14 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 192 shares; 2026Q2: 106 shares 106 $35.7K <0.01% -86 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 368 shares; 2024Q4: 391 shares; 2025Q1: 1,541 shares; 2025Q2: 1,541 shares; 2025Q3: 1,438 shares; 2025Q4: 1,438 shares; 2026Q1: 1,438 shares; 2026Q2: 336 shares 336 $34.3K <0.01% -1,102 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,600 shares; 2024Q4: 2,008 shares; 2025Q1: 1,937 shares; 2025Q2: 1,937 shares; 2025Q3: 1,937 shares; 2025Q4: 428 shares; 2026Q1: 328 shares; 2026Q2: 412 shares 412 $34K <0.01% +84 Timeline IQV IQVIA HLDGS INC More: the full row for IQVIA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,622 shares; 2024Q4: 6,618 shares; 2025Q1: 3,099 shares; 2025Q2: 1,503 shares; 2025Q3: 877 shares; 2025Q4: 462 shares; 2026Q1: 462 shares; 2026Q2: 174 shares 174 $33.6K <0.01% -288 Timeline VAW VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 146 shares; 2026Q1: 146 shares; 2026Q2: 146 shares 146 $33.4K <0.01% 0 Timeline FNDC SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 671 shares; 2025Q1: 671 shares; 2025Q2: 671 shares; 2025Q3: 671 shares; 2025Q4: 671 shares; 2026Q1: 671 shares; 2026Q2: 671 shares 671 $32.6K <0.01% 0 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25 shares; 2024Q4: 28 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 34 shares; 2025Q4: 9 shares; 2026Q1: 9 shares; 2026Q2: 76 shares 76 $32.4K <0.01% +67 Timeline NULV NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,522 shares; 2024Q4: 3,522 shares; 2025Q1: 635 shares; 2025Q2: 635 shares; 2025Q3: 635 shares; 2025Q4: 635 shares; 2026Q1: 635 shares; 2026Q2: 635 shares 635 $31.7K <0.01% 0 Timeline SBR SABINE RTY TR More: the full row for SABINE RTY TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 425 shares 425 $31.1K <0.01% new Timeline AZN ASTRAZENECA PLC More: the full row for ASTRAZENECA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 84 shares; 2026Q2: 164 shares 164 $31.1K <0.01% +80 Timeline HSBC HSBC HLDGS PLC More: the full row for HSBC HLDGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 324 shares 324 $30.8K <0.01% new Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,116 shares; 2024Q4: 166 shares; 2025Q1: 166 shares; 2025Q2: 166 shares; 2025Q3: 166 shares; 2025Q4: 166 shares; 2026Q1: 166 shares; 2026Q2: 190 shares 190 $30.8K <0.01% +24 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 143 shares; 2024Q4: 143 shares; 2025Q1: 123 shares; 2025Q2: 123 shares; 2025Q3: 123 shares; 2025Q4: 123 shares; 2026Q1: 123 shares; 2026Q2: 123 shares 123 $29.9K <0.01% 0 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 201 shares; 2024Q4: 20 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4 shares; 2026Q2: 183 shares 183 $28.7K <0.01% +179 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 535 shares; 2026Q1: 535 shares; 2026Q2: 535 shares 535 $28.6K <0.01% 0 Timeline RY ROYAL BK CDA More: the full row for ROYAL BK CDA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 137 shares 137 $28.4K <0.01% new Timeline EL LAUDER ESTEE COS INC More: the full row for LAUDER ESTEE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,587 shares; 2024Q4: 1,548 shares; 2025Q1: 1,540 shares; 2025Q2: 364 shares; 2025Q3: 364 shares; 2025Q4: 326 shares; 2026Q1: 326 shares; 2026Q2: 344 shares 344 $27.2K <0.01% +18 Timeline SKYY FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 200 shares; 2025Q3: 200 shares; 2025Q4: 1,773 shares; 2026Q1: 200 shares; 2026Q2: 200 shares 200 $26.9K <0.01% 0 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 70 shares; 2024Q4: 57 shares; 2025Q1: 103 shares; 2025Q2: 31 shares; 2025Q3: 9 shares; 2025Q4: 9 shares; 2026Q1: 9 shares; 2026Q2: 26 shares 26 $26.3K <0.01% +17 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 150 shares; 2024Q4: not reported; 2025Q1: 67 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 524 shares; 2026Q1: 117 shares; 2026Q2: 222 shares 222 $25.9K <0.01% +105 Timeline INV INNVENTURE INC More: the full row for INNVENTURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,901 shares 4,901 $24.8K <0.01% new Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 418 shares; 2024Q4: 431 shares; 2025Q1: 418 shares; 2025Q2: 418 shares; 2025Q3: 418 shares; 2025Q4: 418 shares; 2026Q1: 418 shares; 2026Q2: 438 shares 438 $24.3K <0.01% +20 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15 shares; 2024Q4: 23 shares; 2025Q1: 15 shares; 2025Q2: 15 shares; 2025Q3: 41 shares; 2025Q4: 19 shares; 2026Q1: 19 shares; 2026Q2: 45 shares 45 $23.4K <0.01% +26 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 137 shares; 2024Q4: 144 shares; 2025Q1: 132 shares; 2025Q2: 132 shares; 2025Q3: 201 shares; 2025Q4: 54 shares; 2026Q1: 53 shares; 2026Q2: 68 shares 68 $23.2K <0.01% +15 Timeline CG CARLYLE GROUP INC More: the full row for CARLYLE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,300 shares; 2024Q4: 1,300 shares; 2025Q1: 1,300 shares; 2025Q2: 882 shares; 2025Q3: 882 shares; 2025Q4: 882 shares; 2026Q1: 882 shares; 2026Q2: 550 shares 550 $23.2K <0.01% -332 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 240 shares 240 $22.5K <0.01% new Timeline TD TORONTO DOMINION BK ONT More: the full row for TORONTO DOMINION BK ONT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 185 shares 185 $22.5K <0.01% new 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,107 shares 1,107 $22K <0.01% new Timeline BHP BHP BILLITON LIMITED More: the full row for BHP BILLITON LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 432 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 263 shares 263 $21.9K <0.01% new Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 7 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 50 shares; 2026Q1: 50 shares; 2026Q2: 83 shares 83 $21.6K <0.01% +33 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 400 shares; 2024Q4: 432 shares; 2025Q1: 400 shares; 2025Q2: 400 shares; 2025Q3: 400 shares; 2025Q4: 882 shares; 2026Q1: 400 shares; 2026Q2: 400 shares 400 $21.4K <0.01% 0 Timeline CC CHEMOURS CO More: the full row for CHEMOURS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,265 shares; 2024Q4: 4,925 shares; 2025Q1: 4,925 shares; 2025Q2: 1,788 shares; 2025Q3: 1,788 shares; 2025Q4: 1,788 shares; 2026Q1: 1,788 shares; 2026Q2: 1,022 shares 1,022 $21K <0.01% -766 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 214 shares; 2024Q4: 217 shares; 2025Q1: 214 shares; 2025Q2: 507 shares; 2025Q3: 114 shares; 2025Q4: 114 shares; 2026Q1: 114 shares; 2026Q2: 226 shares 226 $20.9K <0.01% +112 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,465 shares 1,465 $20.2K <0.01% new Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,021 shares; 2024Q4: 21,109 shares; 2025Q1: 5,627 shares; 2025Q2: 960 shares; 2025Q3: 400 shares; 2025Q4: 358 shares; 2026Q1: 181 shares; 2026Q2: 210 shares 210 $20.2K <0.01% +29 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 325 shares; 2025Q1: 325 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 55 shares; 2026Q2: 55 shares 55 $20.1K <0.01% 0 Timeline FDN FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 200 shares; 2025Q3: 200 shares; 2025Q4: 855 shares; 2026Q1: 75 shares; 2026Q2: 75 shares 75 $19.9K <0.01% 0 Timeline SNX TD SYNNEX CORPORATION More: the full row for TD SYNNEX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 72 shares 72 $19.2K <0.01% new 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 114 shares 114 $19.2K <0.01% new Timeline KBWP INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 150 shares; 2024Q4: 150 shares; 2025Q1: 150 shares; 2025Q2: 150 shares; 2025Q3: 150 shares; 2025Q4: 150 shares; 2026Q1: 150 shares; 2026Q2: 150 shares 150 $19K <0.01% 0 Timeline GRPM INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 146 shares; 2024Q4: 146 shares; 2025Q1: 146 shares; 2025Q2: 146 shares; 2025Q3: 146 shares; 2025Q4: 146 shares; 2026Q1: 146 shares; 2026Q2: 146 shares 146 $19K <0.01% 0 Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 195 shares 195 $18.9K <0.01% new Timeline LFUS LITTELFUSE INC More: the full row for LITTELFUSE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 41 shares 41 $18.7K <0.01% new Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 56,243 shares; 2024Q4: 49,878 shares; 2025Q1: 15,956 shares; 2025Q2: 3,529 shares; 2025Q3: 3,163 shares; 2025Q4: 939 shares; 2026Q1: 939 shares; 2026Q2: 387 shares 387 $18.3K <0.01% -552 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; 2024Q3: 360 shares; 2024Q4: 690 shares; 2025Q1: 360 shares; 2025Q2: 360 shares; 2025Q3: 360 shares; 2025Q4: 360 shares; 2026Q1: 360 shares; 2026Q2: 360 shares 360 $18.2K <0.01% 0 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 240 shares; 2024Q4: 140 shares; 2025Q1: 901 shares; 2025Q2: 140 shares; 2025Q3: 290 shares; 2025Q4: 355 shares; 2026Q1: 211 shares; 2026Q2: 295 shares 295 $18K <0.01% +84 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 200 shares; 2024Q4: 200 shares; 2025Q1: 200 shares; 2025Q2: 200 shares; 2025Q3: 200 shares; 2025Q4: 200 shares; 2026Q1: 188 shares; 2026Q2: 263 shares 263 $18K <0.01% +75 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 72 shares 72 $17.7K <0.01% new Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25 shares; 2024Q4: 35 shares; 2025Q1: 25 shares; 2025Q2: 25 shares; 2025Q3: 25 shares; 2025Q4: 25 shares; 2026Q1: 25 shares; 2026Q2: 135 shares 135 $17.6K <0.01% +110 Timeline EXPE EXPEDIA GROUP INC More: the full row for EXPEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 64 shares; 2024Q4: 67 shares; 2025Q1: 64 shares; 2025Q2: 64 shares; 2025Q3: 64 shares; 2025Q4: 64 shares; 2026Q1: 64 shares; 2026Q2: 68 shares 68 $17.4K <0.01% +4 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 100 shares; 2024Q4: 3 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 168 shares 168 $17.4K <0.01% new Timeline UBS UBS GROUP AG More: the full row for UBS GROUP AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 342 shares 342 $16.9K <0.01% new Timeline NUSC NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,312 shares; 2024Q4: 6,312 shares; 2025Q1: 322 shares; 2025Q2: 322 shares; 2025Q3: 322 shares; 2025Q4: 322 shares; 2026Q1: 322 shares; 2026Q2: 322 shares 322 $16.8K <0.01% 0 Timeline PPA INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 95 shares; 2025Q3: 175 shares; 2025Q4: 175 shares; 2026Q1: 95 shares; 2026Q2: 95 shares 95 $16.8K <0.01% 0 Timeline BWA BORGWARNER INC More: the full row for BORGWARNER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 250 shares 250 $16.6K <0.01% new Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 18 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 108 shares 108 $15.8K <0.01% new Timeline SGOL ETFS GOLD TR More: the full row for ETFS GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 400 shares; 2026Q1: 400 shares; 2026Q2: 400 shares 400 $15.3K <0.01% 0 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,331 shares; 2024Q4: 1,167 shares; 2025Q1: 1,114 shares; 2025Q2: 807 shares; 2025Q3: 797 shares; 2025Q4: 3,690 shares; 2026Q1: 115 shares; 2026Q2: 153 shares 153 $15.2K <0.01% +38 Timeline SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 11 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 96 shares 96 $14.8K <0.01% new Timeline ESI ELEMENT SOLUTIONS INC More: the full row for ELEMENT SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 305 shares 305 $14.6K <0.01% new Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 333 shares; 2024Q4: 333 shares; 2025Q1: 333 shares; 2025Q2: 237 shares; 2025Q3: 126 shares; 2025Q4: 73 shares; 2026Q1: 73 shares; 2026Q2: 86 shares 86 $14.2K <0.01% +13 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 123 shares 123 $14K <0.01% new Timeline MGRC MCGRATH RENTCORP More: the full row for MCGRATH RENTCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 115 shares 115 $13.9K <0.01% new Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 180 shares; 2025Q3: 180 shares; 2025Q4: 180 shares; 2026Q1: 180 shares; 2026Q2: 180 shares 180 $13.6K <0.01% 0 Timeline BBVA BANCO BILBAO VIZCAYA ARGENTA More: the full row for BANCO BILBAO VIZCAYA ARGENTA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 541 shares 541 $13.6K <0.01% new Timeline FANG DIAMONDBACK ENERGY INC More: the full row for DIAMONDBACK ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,570 shares; 2024Q4: 4,829 shares; 2025Q1: 4,027 shares; 2025Q2: 125 shares; 2025Q3: 61 shares; 2025Q4: 51 shares; 2026Q1: 51 shares; 2026Q2: 77 shares 77 $13.5K <0.01% +26 Timeline COLB COLUMBIA BKG SYS INC More: the full row for COLUMBIA BKG SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 415 shares 415 $13.3K <0.01% new Timeline BMO BANK OF MONTREAL More: the full row for BANK OF MONTREAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 75 shares 75 $13.3K <0.01% new Timeline BTI BRITISH AMERN TOB PLC More: the full row for BRITISH AMERN TOB PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 209 shares 209 $12.9K <0.01% new Timeline WBD WARNER BROS DISCOVERY INC More: the full row for WARNER BROS DISCOVERY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 277 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 331 shares; 2026Q1: 331 shares; 2026Q2: 477 shares 477 $12.7K <0.01% +146 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 5 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 13 shares 13 $12.6K <0.01% new Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 212 shares; 2024Q4: 91 shares; 2025Q1: 66 shares; 2025Q2: 66 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 37 shares 37 $12.5K <0.01% new Timeline PBT PERMIAN BASIN RTY TR More: the full row for PERMIAN BASIN RTY TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 490 shares 490 $12.3K <0.01% new Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 11 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 26 shares; 2026Q2: 45 shares 45 $12.1K <0.01% +19 Timeline PAVE GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 500 shares; 2024Q4: 2,478 shares; 2025Q1: 500 shares; 2025Q2: 200 shares; 2025Q3: 200 shares; 2025Q4: 200 shares; 2026Q1: 200 shares; 2026Q2: 200 shares 200 $11.8K <0.01% 0 Timeline BNS BANK NOVA SCOTIA B C More: the full row for BANK NOVA SCOTIA B C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 362 shares; 2024Q4: 368 shares; 2025Q1: 368 shares; 2025Q2: 368 shares; 2025Q3: 368 shares; 2025Q4: 368 shares; 2026Q1: not reported; 2026Q2: 133 shares 133 $11.6K <0.01% new Timeline WCN WASTE CONNECTIONS INC More: the full row for WASTE CONNECTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 69 shares 69 $11.5K <0.01% new 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; 2024Q3: not reported; 2024Q4: 6 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 18 shares 18 $11.5K <0.01% new Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 15 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 47 shares; 2026Q2: 102 shares 102 $11.4K <0.01% +55 Timeline SNDK SANDISK CORP More: the full row for SANDISK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5 shares 5 $11.4K <0.01% new Timeline PLOW DOUGLAS DYNAMICS INC More: the full row for DOUGLAS DYNAMICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 210 shares 210 $11.3K <0.01% new Timeline SMFG SUMITOMO MITSUI FIN GRP INC More: the full row for SUMITOMO MITSUI FIN GRP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 470 shares 470 $11.1K <0.01% new Timeline ACWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 144 shares; 2024Q4: 144 shares; 2025Q1: 144 shares; 2025Q2: 144 shares; 2025Q3: 144 shares; 2025Q4: 144 shares; 2026Q1: 144 shares; 2026Q2: 144 shares 144 $11K <0.01% 0 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 91 shares; 2026Q1: 91 shares; 2026Q2: 91 shares 91 $10.8K <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; 2024Q3: 3 shares; 2024Q4: 6 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 15 shares 15 $10.7K <0.01% new Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 34 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 14 shares 14 $10.7K <0.01% new Timeline AB ALLIANCEBERNSTEIN HLDG L P More: the full row for ALLIANCEBERNSTEIN HLDG L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 300 shares; 2024Q4: 300 shares; 2025Q1: 300 shares; 2025Q2: 300 shares; 2025Q3: 300 shares; 2025Q4: 300 shares; 2026Q1: 300 shares; 2026Q2: 300 shares 300 $10.6K <0.01% 0 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; 2024Q3: not reported; 2024Q4: 16 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 126 shares; 2026Q2: 142 shares 142 $10.5K <0.01% +16 Timeline RIO RIO TINTO PLC More: the full row for RIO TINTO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 111 shares 111 $10.5K <0.01% new Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 106 shares; 2024Q4: 17 shares; 2025Q1: 6 shares; 2025Q2: 806 shares; 2025Q3: 6 shares; 2025Q4: 6 shares; 2026Q1: 6 shares; 2026Q2: 29 shares 29 $10.5K <0.01% +23 Timeline BCS BARCLAYS PLC More: the full row for BARCLAYS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 383 shares 383 $10.3K <0.01% new Timeline SOLS SOLSTICE ADVANCED MATLS INC More: the full row for SOLSTICE ADVANCED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,610 shares; 2026Q1: 126 shares; 2026Q2: 115 shares 115 $10.2K <0.01% -11 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; 2024Q3: 146 shares; 2024Q4: 438 shares; 2025Q1: 273 shares; 2025Q2: 273 shares; 2025Q3: 273 shares; 2025Q4: 273 shares; 2026Q1: 273 shares; 2026Q2: 273 shares 273 $10.1K <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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 57 shares 57 $9.82K <0.01% new Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 177 shares; 2024Q4: 177 shares; 2025Q1: 177 shares; 2025Q2: 177 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 47 shares; 2026Q2: 227 shares 227 $9.8K <0.01% +180 Timeline GBCI GLACIER BANCORP INC NEW More: the full row for GLACIER BANCORP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 190 shares 190 $9.8K <0.01% new Timeline BCO BRINKS CO More: the full row for BRINKS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 102 shares 102 $9.64K <0.01% new Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 315 shares; 2024Q4: 318 shares; 2025Q1: 694 shares; 2025Q2: 619 shares; 2025Q3: 619 shares; 2025Q4: 619 shares; 2026Q1: 884 shares; 2026Q2: 13 shares 13 $9.36K <0.01% -871 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 22 shares; 2025Q1: not reported; 2025Q2: 120 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 69 shares 69 $9.35K <0.01% new Timeline LYG LLOYDS BANKING GROUP PLC More: the full row for LLOYDS BANKING GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,597 shares 1,597 $9.31K <0.01% new Timeline MFG MIZUHO FINANCIAL GROUP INC More: the full row for MIZUHO FINANCIAL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 969 shares 969 $9.28K <0.01% new Timeline UBSI UNITED BANKSHARES INC WEST V More: the full row for UNITED BANKSHARES INC WEST V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 200 shares 200 $9.24K <0.01% new Timeline SONY SONY GROUP CORP More: the full row for SONY GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 460 shares 460 $9.23K <0.01% new Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 6 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 26 shares 26 $9.21K <0.01% new 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; 2024Q3: not reported; 2024Q4: 5 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 66 shares 66 $9.17K <0.01% new Timeline ING ING GROEP N.V. More: the full row for ING GROEP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 290 shares 290 $9.1K <0.01% new Timeline MKC-V MCCORMICK & CO INC More: the full row for MCCORMICK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 180 shares; 2024Q4: 180 shares; 2025Q1: 180 shares; 2025Q2: 180 shares; 2025Q3: 180 shares; 2025Q4: 180 shares; 2026Q1: 180 shares; 2026Q2: 180 shares 180 $9.08K <0.01% 0 Timeline SON SONOCO PRODS CO More: the full row for SONOCO PRODS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 160 shares 160 $9.02K <0.01% new Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 281 shares; 2024Q4: 281 shares; 2025Q1: 281 shares; 2025Q2: 187 shares; 2025Q3: 187 shares; 2025Q4: 187 shares; 2026Q1: 187 shares; 2026Q2: 109 shares 109 $8.82K <0.01% -78 Timeline BUD ANHEUSER BUSCH INBEV SA NV More: the full row for ANHEUSER BUSCH INBEV SA NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 107 shares 107 $8.82K <0.01% new Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11 shares; 2026Q2: 17 shares 17 $8.76K <0.01% +6 Timeline SNY SANOFI SA More: the full row for SANOFI SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 205 shares 205 $8.75K <0.01% new Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 500 shares; 2024Q4: 2 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 526 shares; 2026Q1: not reported; 2026Q2: 40 shares 40 $8.66K <0.01% new Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 5 shares; 2025Q1: 70 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 23 shares 23 $8.63K <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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 104 shares 104 $8.62K <0.01% new Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 28 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 111 shares 111 $8.56K <0.01% new Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 139 shares; 2024Q4: 143 shares; 2025Q1: 139 shares; 2025Q2: 139 shares; 2025Q3: 139 shares; 2025Q4: 139 shares; 2026Q1: not reported; 2026Q2: 25 shares 25 $8.25K <0.01% new Timeline CM CANADIAN IMPERIAL BANK OF CO More: the full row for CANADIAN IMPERIAL BANK OF CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 71 shares 71 $8.22K <0.01% new Timeline ASX ASE TECHNOLOGY HLDG CO LTD More: the full row for ASE TECHNOLOGY HLDG CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 181 shares 181 $8.17K <0.01% new Timeline BN BROOKFIELD CORP More: the full row for BROOKFIELD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 250 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 186 shares 186 $7.92K <0.01% new Timeline CNQ CANADIAN NAT RES LTD MED TER More: the full row for CANADIAN NAT RES LTD MED TER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 197 shares 197 $7.87K <0.01% new Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 100 shares; 2024Q4: 104 shares; 2025Q1: 100 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 16 shares 16 $7.86K <0.01% new Timeline QXO QXO INC More: the full row for QXO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 454 shares; 2026Q2: 454 shares 454 $7.85K <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; 2024Q3: not reported; 2024Q4: 8 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 39 shares 39 $7.83K <0.01% new Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 36 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 163 shares 163 $7.75K <0.01% new Timeline MSM MSC INDL DIRECT INC More: the full row for MSC INDL DIRECT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 57 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 65 shares 65 $7.73K <0.01% new Timeline AEM AGNICO EAGLE MINES LTD More: the full row for AGNICO EAGLE MINES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 49 shares 49 $7.6K <0.01% new Timeline APA APA CORPORATION More: the full row for APA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 229 shares 229 $7.46K <0.01% new Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 700 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 137 shares 137 $7.43K <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; 2024Q3: 25 shares; 2024Q4: 29 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 20 shares 20 $7.41K <0.01% new Timeline AVY AVERY DENNISON CORP More: the full row for AVERY DENNISON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 45 shares 45 $7.31K <0.01% new 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 43 shares 43 $7.29K <0.01% new Timeline GVA GRANITE CONSTR INC More: the full row for GRANITE CONSTR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,421 shares; 2025Q3: 112 shares; 2025Q4: 112 shares; 2026Q1: 112 shares; 2026Q2: 46 shares 46 $7.28K <0.01% -66 Timeline WLY WILEY JOHN & SONS INC More: the full row for WILEY JOHN & SONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 150 shares 150 $7.28K <0.01% new Timeline CNI CANADIAN NATL RY CO More: the full row for CANADIAN NATL RY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 16 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 61 shares 61 $7.27K <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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 48 shares 48 $7.25K <0.01% new Timeline DB DEUTSCHE BK AG More: the full row for DEUTSCHE BK AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 211 shares 211 $7.12K <0.01% new Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6 shares; 2024Q4: 13 shares; 2025Q1: 159 shares; 2025Q2: 117 shares; 2025Q3: 6 shares; 2025Q4: 6 shares; 2026Q1: 6 shares; 2026Q2: 32 shares 32 $7.07K <0.01% +26 Timeline DDOG DATADOG INC More: the full row for DATADOG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 27 shares 27 $7.03K <0.01% new Timeline PNFP PINNACLE FINL PARTNERS INC More: the full row for PINNACLE FINL PARTNERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 69 shares 69 $6.96K <0.01% new Timeline TER TERADYNE INC More: the full row for TERADYNE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 14 shares 14 $6.77K <0.01% new Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 160 shares; 2024Q4: 243 shares; 2025Q1: 160 shares; 2025Q2: 160 shares; 2025Q3: 160 shares; 2025Q4: 12,010 shares; 2026Q1: 330 shares; 2026Q2: 481 shares 481 $6.69K <0.01% +151 Timeline EHC ENCOMPASS HEALTH CORP More: the full row for ENCOMPASS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 54 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 66 shares 66 $6.67K <0.01% new Timeline FNCL FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 87 shares; 2024Q4: 87 shares; 2025Q1: 87 shares; 2025Q2: 87 shares; 2025Q3: 87 shares; 2025Q4: 87 shares; 2026Q1: 87 shares; 2026Q2: 87 shares 87 $6.66K <0.01% 0 Timeline ARGX ARGENX SE More: the full row for ARGENX SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 7 shares 7 $6.5K <0.01% new Timeline SCI SERVICE CORP INTL More: the full row for SERVICE CORP INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 85 shares 85 $6.46K <0.01% new Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 61 shares; 2024Q4: 31 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 47 shares 47 $6.43K <0.01% new Timeline FIS FIDELITY NATL INFORMATION SV More: the full row for FIDELITY NATL INFORMATION SV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 18 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 164 shares 164 $6.38K <0.01% new Timeline IMCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 64 shares; 2026Q2: 64 shares 64 $6.26K <0.01% 0 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2 shares; 2025Q1: not reported; 2025Q2: 13 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6 shares 6 $6.25K <0.01% new Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 14 shares 14 $6.25K <0.01% new Timeline RELX RELX PLC More: the full row for RELX PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 196 shares 196 $6.21K <0.01% new Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 9 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 43 shares 43 $6.15K <0.01% new Timeline EGP EASTGROUP PPTYS INC More: the full row for EASTGROUP PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 30 shares 30 $6.12K <0.01% new Timeline SF STIFEL FINL CORP More: the full row for STIFEL FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 87 shares 87 $6.07K <0.01% new Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 200 shares; 2024Q4: 1 shares; 2025Q1: 138 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 48 shares 48 $6.07K <0.01% new Timeline NWG NATWEST GROUP PLC More: the full row for NATWEST GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 343 shares 343 $6.05K <0.01% new Timeline USHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 50 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 162 shares 162 $6K <0.01% new 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 158 shares 158 $5.8K <0.01% new Timeline IBP INSTALLED BLDG PRODS INC More: the full row for INSTALLED BLDG PRODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 25 shares 25 $5.75K <0.01% new Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 93 shares; 2024Q4: 250 shares; 2025Q1: 908 shares; 2025Q2: 81 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 115 shares 115 $5.73K <0.01% new Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 137 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 172 shares 172 $5.73K <0.01% new Timeline UMC UNITED MICROELECTRONICS CORP More: the full row for UNITED MICROELECTRONICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,104 shares; 2024Q4: 1,104 shares; 2025Q1: 1,104 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 210 shares 210 $5.71K <0.01% new Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10 shares; 2024Q4: 11 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10 shares; 2026Q2: 5 shares 5 $5.67K <0.01% -5 Timeline FENY FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 191 shares; 2024Q4: 191 shares; 2025Q1: 191 shares; 2025Q2: 191 shares; 2025Q3: 191 shares; 2025Q4: 191 shares; 2026Q1: 191 shares; 2026Q2: 191 shares 191 $5.65K <0.01% 0 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 61 shares; 2024Q4: not reported; 2025Q1: 376 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 44 shares 44 $5.57K <0.01% new Timeline MPWR MONOLITHIC PWR SYS INC More: the full row for MONOLITHIC PWR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4 shares 4 $5.54K <0.01% new Timeline EXR EXTRA SPACE STORAGE INC More: the full row for EXTRA SPACE STORAGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 41 shares; 2024Q4: 7 shares; 2025Q1: 7 shares; 2025Q2: 7 shares; 2025Q3: 7 shares; 2025Q4: 7 shares; 2026Q1: 7 shares; 2026Q2: 38 shares 38 $5.52K <0.01% +31 Timeline KVUE KENVUE INC More: the full row for KENVUE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 275 shares; 2025Q2: 931 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 284 shares 284 $5.43K <0.01% new Timeline OGS ONE GAS INC More: the full row for ONE GAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 70 shares 70 $5.39K <0.01% new Timeline CP CANADIAN PACIFIC KANSAS CITY More: the full row for CANADIAN PACIFIC KANSAS CITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 250 shares; 2026Q1: not reported; 2026Q2: 62 shares 62 $5.38K <0.01% 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; 2024Q3: 147 shares; 2024Q4: 6 shares; 2025Q1: 534 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 68 shares 68 $5.37K <0.01% new Timeline NOK NOKIA CORP More: the full row for NOKIA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 398 shares 398 $5.29K <0.01% new 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 329 shares 329 $5.27K <0.01% new 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; 2024Q3: not reported; 2024Q4: 6 shares; 2025Q1: 75 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 0 shares; 2026Q2: 43 shares 43 $5.24K <0.01% +43 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 13 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 23 shares 23 $5.22K <0.01% new Timeline E ENI SPA More: the full row for ENI SPA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 109 shares 109 $5.11K <0.01% new Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 142 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 16 shares 16 $5.09K <0.01% new Timeline AME AMETEK INC More: the full row for AMETEK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 6 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 264 shares; 2026Q1: not reported; 2026Q2: 21 shares 21 $5.08K <0.01% new 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 45 shares 45 $5.05K <0.01% new Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 116 shares; 2024Q4: 116 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 55 shares 55 $5.05K <0.01% new Timeline MSCI MSCI INC More: the full row for MSCI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 9 shares 9 $5.04K <0.01% new Timeline VTR VENTAS INC More: the full row for VENTAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 314 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 0 shares; 2026Q2: 56 shares 56 $5.03K <0.01% +56 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; 2024Q3: 200 shares; 2024Q4: 360 shares; 2025Q1: 160 shares; 2025Q2: 160 shares; 2025Q3: 160 shares; 2025Q4: 160 shares; 2026Q1: 160 shares; 2026Q2: 68 shares 68 $4.99K <0.01% -92 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 0 shares; 2026Q2: 11 shares 11 $4.98K <0.01% +11 Timeline DLTR DOLLAR TREE INC More: the full row for DOLLAR TREE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22 shares; 2024Q4: 27 shares; 2025Q1: 22 shares; 2025Q2: 22 shares; 2025Q3: 22 shares; 2025Q4: 22 shares; 2026Q1: 22 shares; 2026Q2: 41 shares 41 $4.96K <0.01% +19 Timeline FTV FORTIVE CORP More: the full row for FORTIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,470 shares; 2024Q4: 9,156 shares; 2025Q1: 2,769 shares; 2025Q2: 359 shares; 2025Q3: 85 shares; 2025Q4: 84 shares; 2026Q1: 84 shares; 2026Q2: 81 shares 81 $4.95K <0.01% -3 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 10 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 59 shares 59 $4.93K <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; 2024Q3: not reported; 2024Q4: 2 shares; 2025Q1: not reported; 2025Q2: 34 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5 shares 5 $4.89K <0.01% new Timeline UL UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 444 shares; 2026Q1: not reported; 2026Q2: 81 shares 81 $4.87K <0.01% new Timeline NTES NETEASE COM INC More: the full row for NETEASE COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 38 shares 38 $4.87K <0.01% new Timeline