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: 38,927 shares; 2024Q4: 38,592 shares; 2025Q1: 38,592 shares; 2025Q2: 38,695 shares; 2025Q3: 36,352 shares; 2025Q4: 36,352 shares; 2026Q1: 35,997 shares; 2026Q2: 35,240 shares 35,240 $26.3M 7.09% -757 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: 61,656 shares; 2024Q4: 61,516 shares; 2025Q1: 63,558 shares; 2025Q2: 63,252 shares; 2025Q3: 63,170 shares; 2025Q4: 62,789 shares; 2026Q1: 55,948 shares; 2026Q2: 55,659 shares 55,659 $19.9M 5.36% -289 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: 51,863 shares; 2024Q4: 51,829 shares; 2025Q1: 51,878 shares; 2025Q2: 51,488 shares; 2025Q3: 50,418 shares; 2025Q4: 50,156 shares; 2026Q1: 49,287 shares; 2026Q2: 49,544 shares 49,544 $18.5M 4.98% +257 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: 62,085 shares; 2024Q4: 59,914 shares; 2025Q1: 53,829 shares; 2025Q2: 53,593 shares; 2025Q3: 49,888 shares; 2025Q4: 48,394 shares; 2026Q1: 45,271 shares; 2026Q2: 44,995 shares 44,995 $17M 4.58% -276 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: 39,023 shares; 2024Q4: 38,991 shares; 2025Q1: 37,293 shares; 2025Q2: 37,977 shares; 2025Q3: 37,215 shares; 2025Q4: 37,262 shares; 2026Q1: 37,014 shares; 2026Q2: 36,309 shares 36,309 $11.9M 3.2% -705 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: 11,746 shares; 2024Q4: 11,488 shares; 2025Q1: 10,730 shares; 2025Q2: 10,723 shares; 2025Q3: 10,722 shares; 2025Q4: 10,809 shares; 2026Q1: 9,536 shares; 2026Q2: 9,380 shares 9,380 $11.3M 3.03% -156 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: 10,732 shares; 2024Q4: 10,729 shares; 2025Q1: 10,729 shares; 2025Q2: 10,762 shares; 2025Q3: 10,742 shares; 2025Q4: 10,766 shares; 2026Q1: 10,305 shares; 2026Q2: 10,281 shares 10,281 $10.9M 2.95% -24 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: 23,466 shares; 2024Q4: 23,779 shares; 2025Q1: 25,453 shares; 2025Q2: 26,675 shares; 2025Q3: 26,536 shares; 2025Q4: 26,125 shares; 2026Q1: 24,880 shares; 2026Q2: 25,202 shares 25,202 $10.7M 2.89% +322 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,680 shares; 2024Q4: 13,936 shares; 2025Q1: 13,936 shares; 2025Q2: 13,936 shares; 2025Q3: 13,936 shares; 2025Q4: 13,936 shares; 2026Q1: 13,936 shares; 2026Q2: 13,936 shares 13,936 $9.8M 2.64% 0 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,350 shares; 2024Q4: 28,188 shares; 2025Q1: 26,942 shares; 2025Q2: 27,877 shares; 2025Q3: 27,615 shares; 2025Q4: 27,762 shares; 2026Q1: 26,234 shares; 2026Q2: 26,176 shares 26,176 $8.85M 2.39% -58 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: 27,710 shares; 2024Q4: 29,903 shares; 2025Q1: 30,349 shares; 2025Q2: 31,886 shares; 2025Q3: 32,113 shares; 2025Q4: 32,951 shares; 2026Q1: 34,655 shares; 2026Q2: 35,608 shares 35,608 $8.49M 2.29% +953 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: 43,067 shares; 2024Q4: 42,730 shares; 2025Q1: 37,327 shares; 2025Q2: 33,375 shares; 2025Q3: 29,453 shares; 2025Q4: 28,789 shares; 2026Q1: 25,529 shares; 2026Q2: 25,491 shares 25,491 $7.38M 1.99% -38 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: 10,272 shares; 2024Q4: 10,458 shares; 2025Q1: 9,834 shares; 2025Q2: 8,899 shares; 2025Q3: 8,506 shares; 2025Q4: 8,533 shares; 2026Q1: 8,778 shares; 2026Q2: 8,807 shares 8,807 $6.72M 1.81% +29 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: 49,786 shares; 2024Q4: 49,776 shares; 2025Q1: 51,769 shares; 2025Q2: 47,105 shares; 2025Q3: 47,178 shares; 2025Q4: 47,396 shares; 2026Q1: 46,596 shares; 2026Q2: 46,198 shares 46,198 $6.32M 1.7% -398 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: 27,571 shares; 2024Q4: 30,992 shares; 2025Q1: 38,210 shares; 2025Q2: 37,884 shares; 2025Q3: 38,292 shares; 2025Q4: 38,722 shares; 2026Q1: 42,384 shares; 2026Q2: 44,384 shares 44,384 $6.21M 1.67% +2,000 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: 3,071 shares; 2024Q4: 2,770 shares; 2025Q1: 2,742 shares; 2025Q2: 9,696 shares; 2025Q3: 9,886 shares; 2025Q4: 10,084 shares; 2026Q1: 10,555 shares; 2026Q2: 10,570 shares 10,570 $6.14M 1.65% +15 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: 25,298 shares; 2024Q4: 25,884 shares; 2025Q1: 26,309 shares; 2025Q2: 24,162 shares; 2025Q3: 24,234 shares; 2025Q4: 24,149 shares; 2026Q1: 23,612 shares; 2026Q2: 23,588 shares 23,588 $5.94M 1.6% -24 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: 16,880 shares; 2024Q4: 16,880 shares; 2025Q1: 16,880 shares; 2025Q2: 16,820 shares; 2025Q3: 16,790 shares; 2025Q4: 16,768 shares; 2026Q1: 16,380 shares; 2026Q2: 16,380 shares 16,380 $5.79M 1.56% 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: 25,047 shares; 2024Q4: 17,077 shares; 2025Q1: 21,304 shares; 2025Q2: 21,293 shares; 2025Q3: 21,141 shares; 2025Q4: 22,086 shares; 2026Q1: 21,440 shares; 2026Q2: 21,610 shares 21,610 $5.49M 1.48% +170 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,097 shares; 2024Q4: 8,097 shares; 2025Q1: 8,085 shares; 2025Q2: 8,085 shares; 2025Q3: 8,085 shares; 2025Q4: 8,085 shares; 2026Q1: 7,945 shares; 2026Q2: 7,945 shares 7,945 $5.46M 1.47% 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: 13,658 shares; 2024Q4: 14,750 shares; 2025Q1: 14,787 shares; 2025Q2: 14,762 shares; 2025Q3: 14,578 shares; 2025Q4: 15,014 shares; 2026Q1: 15,077 shares; 2026Q2: 15,177 shares 15,177 $5.21M 1.4% +100 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: 5,621 shares; 2024Q4: 5,551 shares; 2025Q1: 5,549 shares; 2025Q2: 5,527 shares; 2025Q3: 5,584 shares; 2025Q4: 5,676 shares; 2026Q1: 5,197 shares; 2026Q2: 5,197 shares 5,197 $5.08M 1.37% 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: 72,704 shares; 2024Q4: 72,639 shares; 2025Q1: 72,639 shares; 2025Q2: 72,639 shares; 2025Q3: 72,639 shares; 2025Q4: 72,639 shares; 2026Q1: 72,639 shares; 2026Q2: 70,575 shares 70,575 $4.83M 1.3% -2,064 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: 30,080 shares; 2024Q4: 30,080 shares; 2025Q1: 30,080 shares; 2025Q2: 27,180 shares; 2025Q3: 24,180 shares; 2025Q4: 24,180 shares; 2026Q1: 24,180 shares; 2026Q2: 24,000 shares 24,000 $4.8M 1.29% -180 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: 29,360 shares; 2024Q4: 30,881 shares; 2025Q1: 30,859 shares; 2025Q2: 30,799 shares; 2025Q3: 34,235 shares; 2025Q4: 35,207 shares; 2026Q1: 35,559 shares; 2026Q2: 35,559 shares 35,559 $4.57M 1.23% 0 Timeline IOO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 39,360 shares; 2024Q4: 34,698 shares; 2025Q1: 34,698 shares; 2025Q2: 34,698 shares; 2025Q3: 34,698 shares; 2025Q4: 34,698 shares; 2026Q1: 34,698 shares; 2026Q2: 31,630 shares 31,630 $4.32M 1.16% -3,068 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: 18,679 shares 18,679 $4.18M 1.13% new Timeline HONA HONEYWELL AEROSPACE INC More: the full row for HONEYWELL AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 18,679 shares 18,679 $4.13M 1.11% new 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: 17,802 shares; 2024Q4: 16,248 shares; 2025Q1: 16,508 shares; 2025Q2: 16,105 shares; 2025Q3: 16,367 shares; 2025Q4: 16,681 shares; 2026Q1: 16,517 shares; 2026Q2: 20,712 shares 20,712 $3.83M 1.03% +4,195 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: 3,969 shares; 2024Q4: 3,969 shares; 2025Q1: 3,969 shares; 2025Q2: 3,969 shares; 2025Q3: 3,985 shares; 2025Q4: 3,985 shares; 2026Q1: 3,970 shares; 2026Q2: 3,770 shares 3,770 $3.81M 1.03% -200 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: 23,850 shares; 2024Q4: 23,850 shares; 2025Q1: 23,850 shares; 2025Q2: 23,850 shares; 2025Q3: 23,850 shares; 2025Q4: 23,850 shares; 2026Q1: 23,850 shares; 2026Q2: 23,850 shares 23,850 $3.54M 0.95% 0 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,526 shares; 2024Q4: 6,511 shares; 2025Q1: 6,369 shares; 2025Q2: 6,310 shares; 2025Q3: 6,022 shares; 2025Q4: 6,172 shares; 2026Q1: 6,160 shares; 2026Q2: 6,235 shares 6,235 $3.24M 0.87% +75 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: 26,764 shares; 2024Q4: 26,664 shares; 2025Q1: 26,661 shares; 2025Q2: 26,595 shares; 2025Q3: 26,491 shares; 2025Q4: 26,686 shares; 2026Q1: 27,842 shares; 2026Q2: 27,753 shares 27,753 $3.17M 0.85% -89 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: 14,604 shares; 2024Q4: 11,258 shares; 2025Q1: 16,645 shares; 2025Q2: 17,733 shares; 2025Q3: 19,719 shares; 2025Q4: 21,417 shares; 2026Q1: 22,542 shares; 2026Q2: 23,075 shares 23,075 $3.12M 0.84% +533 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: 9,183 shares; 2024Q4: 11,022 shares; 2025Q1: 11,196 shares; 2025Q2: 11,176 shares; 2025Q3: 11,236 shares; 2025Q4: 11,345 shares; 2026Q1: 11,444 shares; 2026Q2: 11,444 shares 11,444 $2.93M 0.79% 0 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,973 shares; 2024Q4: 18,910 shares; 2025Q1: 18,903 shares; 2025Q2: 18,342 shares; 2025Q3: 18,649 shares; 2025Q4: 18,665 shares; 2026Q1: 17,528 shares; 2026Q2: 17,349 shares 17,349 $2.88M 0.77% -179 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: 3,918 shares; 2024Q4: 4,918 shares; 2025Q1: 4,918 shares; 2025Q2: 5,918 shares; 2025Q3: 6,465 shares; 2025Q4: 6,465 shares; 2026Q1: 9,465 shares; 2026Q2: 9,600 shares 9,600 $2.86M 0.77% +135 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: 25,097 shares; 2024Q4: 25,097 shares; 2025Q1: 25,097 shares; 2025Q2: 25,097 shares; 2025Q3: 25,097 shares; 2025Q4: 25,045 shares; 2026Q1: 25,045 shares; 2026Q2: 25,045 shares 25,045 $2.6M 0.7% 0 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,111 shares; 2024Q4: 15,046 shares; 2025Q1: 17,117 shares; 2025Q2: 17,953 shares; 2025Q3: 17,990 shares; 2025Q4: 18,334 shares; 2026Q1: 18,101 shares; 2026Q2: 18,097 shares 18,097 $2.59M 0.7% -4 Timeline ZBRA ZEBRA TECHNOLOGIES CORPORATI More: the full row for ZEBRA TECHNOLOGIES CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,136 shares; 2024Q4: 4,127 shares; 2025Q1: 4,125 shares; 2025Q2: 3,685 shares; 2025Q3: 4,786 shares; 2025Q4: 2,678 shares; 2026Q1: 8,574 shares; 2026Q2: 9,709 shares 9,709 $2.56M 0.69% +1,135 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: 2,512 shares; 2024Q4: 2,507 shares; 2025Q1: 2,382 shares; 2025Q2: 4,775 shares; 2025Q3: 6,106 shares; 2025Q4: 6,709 shares; 2026Q1: 7,391 shares; 2026Q2: 8,980 shares 8,980 $2.53M 0.68% +1,589 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: 42,420 shares; 2024Q4: 42,420 shares; 2025Q1: 43,920 shares; 2025Q2: 42,865 shares; 2025Q3: 42,865 shares; 2025Q4: 42,766 shares; 2026Q1: 42,665 shares; 2026Q2: 42,665 shares 42,665 $2.46M 0.66% 0 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: 26,914 shares; 2024Q4: 89,993 shares; 2025Q1: 89,993 shares; 2025Q2: 89,993 shares; 2025Q3: 90,178 shares; 2025Q4: 90,178 shares; 2026Q1: 72,963 shares; 2026Q2: 72,963 shares 72,963 $2.31M 0.62% 0 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,757 shares; 2024Q4: 1,732 shares; 2025Q1: 1,719 shares; 2025Q2: 23,880 shares; 2025Q3: 20,791 shares; 2025Q4: 20,941 shares; 2026Q1: 21,143 shares; 2026Q2: 21,093 shares 21,093 $1.94M 0.52% -50 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: 4,262 shares; 2024Q4: 4,256 shares; 2025Q1: 4,236 shares; 2025Q2: 4,226 shares; 2025Q3: 3,743 shares; 2025Q4: 3,771 shares; 2026Q1: 3,790 shares; 2026Q2: 3,790 shares 3,790 $1.9M 0.51% 0 Timeline USHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,781 shares; 2024Q4: 4,486 shares; 2025Q1: 4,471 shares; 2025Q2: 11,785 shares; 2025Q3: 11,922 shares; 2025Q4: 11,234 shares; 2026Q1: 11,627 shares; 2026Q2: 51,012 shares 51,012 $1.89M 0.51% +39,385 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: 11,109 shares; 2024Q4: 11,359 shares; 2025Q1: 11,307 shares; 2025Q2: 11,307 shares; 2025Q3: 11,340 shares; 2025Q4: 11,237 shares; 2026Q1: 11,237 shares; 2026Q2: 11,152 shares 11,152 $1.89M 0.51% -85 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: 24,522 shares; 2024Q4: 24,522 shares; 2025Q1: 24,357 shares; 2025Q2: 24,180 shares; 2025Q3: 23,351 shares; 2025Q4: 23,336 shares; 2026Q1: 21,856 shares; 2026Q2: 21,856 shares 21,856 $1.78M 0.48% 0 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,461 shares; 2024Q4: 20,461 shares; 2025Q1: 20,113 shares; 2025Q2: 19,573 shares; 2025Q3: 19,294 shares; 2025Q4: 19,130 shares; 2026Q1: 19,114 shares; 2026Q2: 19,114 shares 19,114 $1.73M 0.47% 0 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 318 shares; 2024Q4: 318 shares; 2025Q1: 267 shares; 2025Q2: 214 shares; 2025Q3: 3,145 shares; 2025Q4: 3,187 shares; 2026Q1: 3,466 shares; 2026Q2: 4,112 shares 4,112 $1.71M 0.46% +646 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: 2,493 shares; 2024Q4: 2,474 shares; 2025Q1: 2,471 shares; 2025Q2: 2,509 shares; 2025Q3: 2,503 shares; 2025Q4: 2,599 shares; 2026Q1: 2,346 shares; 2026Q2: 2,305 shares 2,305 $1.64M 0.44% -41 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: 3,938 shares; 2024Q4: 3,938 shares; 2025Q1: 3,893 shares; 2025Q2: 3,864 shares; 2025Q3: 3,535 shares; 2025Q4: 3,515 shares; 2026Q1: 3,175 shares; 2026Q2: 3,160 shares 3,160 $1.55M 0.42% -15 Timeline PPG PPG INDS INC More: the full row for PPG INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 965 shares; 2024Q4: 965 shares; 2025Q1: 3,177 shares; 2025Q2: 3,401 shares; 2025Q3: 3,423 shares; 2025Q4: 6,024 shares; 2026Q1: 10,328 shares; 2026Q2: 12,628 shares 12,628 $1.53M 0.41% +2,300 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: 5,039 shares; 2024Q4: 5,036 shares; 2025Q1: 5,036 shares; 2025Q2: 5,054 shares; 2025Q3: 4,536 shares; 2025Q4: 4,440 shares; 2026Q1: 4,342 shares; 2026Q2: 4,331 shares 4,331 $1.53M 0.41% -11 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: 18,639 shares; 2024Q4: 18,639 shares; 2025Q1: 23,328 shares; 2025Q2: 24,506 shares; 2025Q3: 25,776 shares; 2025Q4: 21,953 shares; 2026Q1: 21,866 shares; 2026Q2: 10,108 shares 10,108 $1.48M 0.4% -11,758 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,098 shares; 2024Q4: 17,048 shares; 2025Q1: 17,048 shares; 2025Q2: 16,848 shares; 2025Q3: 16,752 shares; 2025Q4: 16,752 shares; 2026Q1: 16,752 shares; 2026Q2: 16,752 shares 16,752 $1.47M 0.4% 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: 106 shares; 2024Q4: 106 shares; 2025Q1: 106 shares; 2025Q2: 106 shares; 2025Q3: 5,646 shares; 2025Q4: 6,677 shares; 2026Q1: 9,369 shares; 2026Q2: 9,519 shares 9,519 $1.44M 0.39% +150 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 485 shares; 2024Q4: 455 shares; 2025Q1: 428 shares; 2025Q2: 372 shares; 2025Q3: 318 shares; 2025Q4: 318 shares; 2026Q1: 318 shares; 2026Q2: 7,950 shares 7,950 $1.42M 0.38% +7,632 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 594 shares; 2024Q4: 594 shares; 2025Q1: 533 shares; 2025Q2: 468 shares; 2025Q3: 444 shares; 2025Q4: 7,718 shares; 2026Q1: 12,784 shares; 2026Q2: 12,899 shares 12,899 $1.42M 0.38% +115 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: 18,462 shares; 2024Q4: 11,390 shares; 2025Q1: 11,734 shares; 2025Q2: 12,409 shares; 2025Q3: 12,623 shares; 2025Q4: 12,970 shares; 2026Q1: 15,028 shares; 2026Q2: 15,028 shares 15,028 $1.39M 0.37% 0 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 55,679 shares; 2024Q4: 53,170 shares; 2025Q1: 57,629 shares; 2025Q2: 57,057 shares; 2025Q3: 54,685 shares; 2025Q4: 10,956 shares; 2026Q1: 11,616 shares; 2026Q2: 14,110 shares 14,110 $1.33M 0.36% +2,494 Timeline MAS MASCO CORP More: the full row for MASCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,167 shares; 2025Q3: 11,587 shares; 2025Q4: 12,101 shares; 2026Q1: 15,043 shares; 2026Q2: 16,196 shares 16,196 $1.32M 0.36% +1,153 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: 8,429 shares; 2024Q4: 8,422 shares; 2025Q1: 6,880 shares; 2025Q2: 13,064 shares; 2025Q3: 8,341 shares; 2025Q4: 8,332 shares; 2026Q1: 9,731 shares; 2026Q2: 10,088 shares 10,088 $1.32M 0.35% +357 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: 30 shares; 2024Q4: 30 shares; 2025Q1: 30 shares; 2025Q2: 30 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,000 shares 2,000 $1.27M 0.34% new 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: 160 shares; 2024Q4: 160 shares; 2025Q1: 160 shares; 2025Q2: 160 shares; 2025Q3: 160 shares; 2025Q4: 160 shares; 2026Q1: 2,371 shares; 2026Q2: 3,181 shares 3,181 $1.19M 0.32% +810 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: 3,538 shares; 2024Q4: 3,538 shares; 2025Q1: 3,538 shares; 2025Q2: 3,538 shares; 2025Q3: 3,538 shares; 2025Q4: 3,538 shares; 2026Q1: 3,538 shares; 2026Q2: 3,538 shares 3,538 $1.17M 0.31% 0 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,985 shares; 2024Q4: 6,781 shares; 2025Q1: 6,771 shares; 2025Q2: 7,166 shares; 2025Q3: 9,284 shares; 2025Q4: 10,133 shares; 2026Q1: 12,163 shares; 2026Q2: 7,274 shares 7,274 $1.14M 0.31% -4,889 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: 48 shares; 2024Q4: 48 shares; 2025Q1: 635 shares; 2025Q2: 617 shares; 2025Q3: 1,363 shares; 2025Q4: 1,410 shares; 2026Q1: 2,195 shares; 2026Q2: 2,695 shares 2,695 $1.13M 0.31% +500 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,308 shares; 2024Q4: 3,887 shares; 2025Q1: 9,387 shares; 2025Q2: 4,655 shares; 2025Q3: 4,869 shares; 2025Q4: 4,961 shares; 2026Q1: 2,914 shares; 2026Q2: 2,585 shares 2,585 $1.12M 0.3% -329 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: 4,453 shares; 2024Q4: 4,453 shares; 2025Q1: 4,453 shares; 2025Q2: 4,003 shares; 2025Q3: 4,003 shares; 2025Q4: 4,003 shares; 2026Q1: 4,003 shares; 2026Q2: 4,003 shares 4,003 $1.1M 0.3% 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: 125 shares; 2024Q4: 2,125 shares; 2025Q1: 2,125 shares; 2025Q2: 2,125 shares; 2025Q3: 2,125 shares; 2025Q4: 2,125 shares; 2026Q1: 2,125 shares; 2026Q2: 2,125 shares 2,125 $1.06M 0.29% 0 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: 5,121 shares; 2024Q4: 4,821 shares; 2025Q1: 11,471 shares; 2025Q2: 11,471 shares; 2025Q3: 10,971 shares; 2025Q4: 10,521 shares; 2026Q1: 9,401 shares; 2026Q2: 9,251 shares 9,251 $1.05M 0.28% -150 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: 10,767 shares; 2024Q4: 10,750 shares; 2025Q1: 10,293 shares; 2025Q2: 10,445 shares; 2025Q3: 10,178 shares; 2025Q4: 10,347 shares; 2026Q1: 8,918 shares; 2026Q2: 8,834 shares 8,834 $1.04M 0.28% -84 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,100 shares 1,100 $1.03M 0.28% new 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: 787 shares; 2024Q4: 1,259 shares; 2025Q1: 1,352 shares; 2025Q2: 1,431 shares; 2025Q3: 1,013 shares; 2025Q4: 1,061 shares; 2026Q1: 898 shares; 2026Q2: 863 shares 863 $1.01M 0.27% -35 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,029 shares; 2024Q4: 4,281 shares; 2025Q1: 4,554 shares; 2025Q2: 5,277 shares; 2025Q3: 5,317 shares; 2025Q4: 7,168 shares; 2026Q1: 9,309 shares; 2026Q2: 9,882 shares 9,882 $935K 0.25% +573 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: 240 shares; 2024Q4: 240 shares; 2025Q1: 240 shares; 2025Q2: 240 shares; 2025Q3: 1,299 shares; 2025Q4: 12,990 shares; 2026Q1: 12,990 shares; 2026Q2: 13,020 shares 13,020 $930K 0.25% +30 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: 2,089 shares; 2024Q4: 2,089 shares; 2025Q1: 2,089 shares; 2025Q2: 1,769 shares; 2025Q3: 1,769 shares; 2025Q4: 1,769 shares; 2026Q1: 1,769 shares; 2026Q2: 10,614 shares 10,614 $914K 0.25% +8,845 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: 4,266 shares; 2024Q4: 4,266 shares; 2025Q1: 4,157 shares; 2025Q2: 4,155 shares; 2025Q3: 4,155 shares; 2025Q4: 4,152 shares; 2026Q1: 4,152 shares; 2026Q2: 4,152 shares 4,152 $899K 0.24% 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: 6,702 shares; 2024Q4: 5,913 shares; 2025Q1: 5,533 shares; 2025Q2: 5,007 shares; 2025Q3: 4,958 shares; 2025Q4: 5,039 shares; 2026Q1: 4,515 shares; 2026Q2: 4,410 shares 4,410 $837K 0.23% -105 Timeline DNP DNP SELECT INCOME FD INC More: the full row for DNP SELECT INCOME FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 62,285 shares; 2024Q4: 72,654 shares; 2025Q1: 73,408 shares; 2025Q2: 73,662 shares; 2025Q3: 73,914 shares; 2025Q4: 74,166 shares; 2026Q1: 74,420 shares; 2026Q2: 74,666 shares 74,666 $806K 0.22% +246 Timeline SYF SYNCHRONY FINANCIAL More: the full row for SYNCHRONY FINANCIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,568 shares; 2024Q4: 10,568 shares; 2025Q1: 10,568 shares; 2025Q2: 10,568 shares; 2025Q3: 10,568 shares; 2025Q4: 10,568 shares; 2026Q1: 10,400 shares; 2026Q2: 10,400 shares 10,400 $791K 0.21% 0 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,419 shares; 2024Q4: 1,405 shares; 2025Q1: 1,286 shares; 2025Q2: 1,253 shares; 2025Q3: 1,279 shares; 2025Q4: 1,331 shares; 2026Q1: 1,353 shares; 2026Q2: 1,353 shares 1,353 $762K 0.21% 0 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,696 shares; 2024Q4: 22,656 shares; 2025Q1: 24,961 shares; 2025Q2: 24,961 shares; 2025Q3: 24,961 shares; 2025Q4: 24,961 shares; 2026Q1: 24,846 shares; 2026Q2: 24,846 shares 24,846 $758K 0.2% 0 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: not reported; 2024Q4: 5,000 shares; 2025Q1: 5,000 shares; 2025Q2: 5,000 shares; 2025Q3: 5,000 shares; 2025Q4: 5,000 shares; 2026Q1: 5,000 shares; 2026Q2: 5,000 shares 5,000 $758K 0.2% 0 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,172 shares; 2024Q4: 13,172 shares; 2025Q1: 13,172 shares; 2025Q2: 12,862 shares; 2025Q3: 12,862 shares; 2025Q4: 10,697 shares; 2026Q1: 9,797 shares; 2026Q2: 9,797 shares 9,797 $755K 0.2% 0 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,703 shares; 2024Q4: 2,698 shares; 2025Q1: 2,698 shares; 2025Q2: 2,727 shares; 2025Q3: 2,710 shares; 2025Q4: 2,630 shares; 2026Q1: 2,561 shares; 2026Q2: 2,542 shares 2,542 $745K 0.2% -19 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: 11,973 shares; 2024Q4: 11,973 shares; 2025Q1: 11,973 shares; 2025Q2: 11,973 shares; 2025Q3: 12,085 shares; 2025Q4: 12,085 shares; 2026Q1: 12,085 shares; 2026Q2: 12,085 shares 12,085 $730K 0.2% 0 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,126 shares; 2024Q4: 9,110 shares; 2025Q1: 9,110 shares; 2025Q2: 9,041 shares; 2025Q3: 8,705 shares; 2025Q4: 11,114 shares; 2026Q1: 9,909 shares; 2026Q2: 9,764 shares 9,764 $716K 0.19% -145 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,191 shares; 2024Q4: 905 shares; 2025Q1: 890 shares; 2025Q2: 967 shares; 2025Q3: 1,052 shares; 2025Q4: 1,072 shares; 2026Q1: 1,087 shares; 2026Q2: 1,078 shares 1,078 $672K 0.18% -9 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: 7,542 shares; 2026Q1: 7,504 shares; 2026Q2: 7,544 shares 7,544 $668K 0.18% +40 Timeline IGIB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 493,062 shares; 2024Q4: 414,062 shares; 2025Q1: 169,015 shares; 2025Q2: 11,949 shares; 2025Q3: 12,725 shares; 2025Q4: 11,722 shares; 2026Q1: 11,607 shares; 2026Q2: 12,313 shares 12,313 $655K 0.18% +706 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: 2,504 shares; 2024Q4: 2,500 shares; 2025Q1: 2,473 shares; 2025Q2: 2,524 shares; 2025Q3: 2,492 shares; 2025Q4: 3,545 shares; 2026Q1: 3,214 shares; 2026Q2: 3,175 shares 3,175 $605K 0.16% -39 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: 1,134 shares; 2024Q4: 1,070 shares; 2025Q1: 1,070 shares; 2025Q2: 1,096 shares; 2025Q3: 1,096 shares; 2025Q4: 1,096 shares; 2026Q1: 1,176 shares; 2026Q2: 1,176 shares 1,176 $604K 0.16% 0 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 533 shares; 2024Q4: 533 shares; 2025Q1: 533 shares; 2025Q2: 533 shares; 2025Q3: 1,073 shares; 2025Q4: 1,073 shares; 2026Q1: 1,073 shares; 2026Q2: 1,073 shares 1,073 $561K 0.15% 0 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,730 shares; 2024Q4: 6,574 shares; 2025Q1: 7,064 shares; 2025Q2: 6,645 shares; 2025Q3: 6,711 shares; 2025Q4: 6,791 shares; 2026Q1: 7,736 shares; 2026Q2: 3,323 shares 3,323 $554K 0.15% -4,413 Timeline PCTY PAYLOCITY HLDG CORP More: the full row for PAYLOCITY HLDG 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: 5,150 shares; 2026Q2: 5,150 shares 5,150 $538K 0.15% 0 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,605 shares; 2024Q4: 8,605 shares; 2025Q1: 8,605 shares; 2025Q2: 8,605 shares; 2025Q3: 8,526 shares; 2025Q4: 8,526 shares; 2026Q1: 6,526 shares; 2026Q2: 6,526 shares 6,526 $506K 0.14% 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: 27 shares; 2024Q4: 10,027 shares; 2025Q1: 10,027 shares; 2025Q2: 10,027 shares; 2025Q3: 10,000 shares; 2025Q4: 10,000 shares; 2026Q1: 10,000 shares; 2026Q2: 10,000 shares 10,000 $486K 0.13% 0 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,523 shares; 2024Q4: 10,500 shares; 2025Q1: 10,266 shares; 2025Q2: 10,620 shares; 2025Q3: 10,368 shares; 2025Q4: 10,599 shares; 2026Q1: 8,566 shares; 2026Q2: 8,307 shares 8,307 $473K 0.13% -259 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: 3,462 shares; 2024Q4: 1,523 shares; 2025Q1: 1,473 shares; 2025Q2: 1,473 shares; 2025Q3: 1,416 shares; 2025Q4: 1,414 shares; 2026Q1: 1,224 shares; 2026Q2: 1,224 shares 1,224 $457K 0.12% 0 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,100 shares; 2024Q4: 2,100 shares; 2025Q1: 2,100 shares; 2025Q2: 2,100 shares; 2025Q3: 2,170 shares; 2025Q4: 2,170 shares; 2026Q1: 2,070 shares; 2026Q2: 2,070 shares 2,070 $456K 0.12% 0 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,291 shares; 2024Q4: 4,291 shares; 2025Q1: 6,250 shares; 2025Q2: 6,218 shares; 2025Q3: 6,084 shares; 2025Q4: 6,193 shares; 2026Q1: 5,502 shares; 2026Q2: 5,411 shares 5,411 $447K 0.12% -91 Timeline PAYC PAYCOM SOFTWARE INC More: the full row for PAYCOM SOFTWARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,815 shares; 2024Q4: 10,816 shares; 2025Q1: 10,511 shares; 2025Q2: 10,492 shares; 2025Q3: 10,576 shares; 2025Q4: 10,662 shares; 2026Q1: 3,275 shares; 2026Q2: 3,530 shares 3,530 $444K 0.12% +255 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,000 shares; 2024Q4: 5,000 shares; 2025Q1: 5,000 shares; 2025Q2: 5,000 shares; 2025Q3: 5,000 shares; 2025Q4: 5,000 shares; 2026Q1: 5,000 shares; 2026Q2: 5,000 shares 5,000 $411K 0.11% 0 Timeline CLOB VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 8,000 shares 8,000 $404K 0.11% new Timeline JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,000 shares; 2024Q4: 18,000 shares; 2025Q1: 18,000 shares; 2025Q2: 18,000 shares; 2025Q3: 18,000 shares; 2025Q4: 18,000 shares; 2026Q1: 18,000 shares; 2026Q2: 8,000 shares 8,000 $404K 0.11% -10,000 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 596,664 shares; 2024Q4: 504,683 shares; 2025Q1: 205,399 shares; 2025Q2: 8,874 shares; 2025Q3: 8,204 shares; 2025Q4: 8,074 shares; 2026Q1: 7,247 shares; 2026Q2: 7,649 shares 7,649 $401K 0.11% +402 Timeline VMBS VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,030 shares; 2024Q4: 6,594 shares; 2025Q1: 7,413 shares; 2025Q2: 7,686 shares; 2025Q3: 7,741 shares; 2025Q4: 7,652 shares; 2026Q1: 7,563 shares; 2026Q2: 8,053 shares 8,053 $377K 0.1% +490 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: 1,084 shares; 2024Q4: 1,076 shares; 2025Q1: 1,054 shares; 2025Q2: 1,030 shares; 2025Q3: 1,037 shares; 2025Q4: 1,071 shares; 2026Q1: 1,055 shares; 2026Q2: 1,040 shares 1,040 $352K 0.09% -15 Timeline SPTL 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: 8,443 shares; 2024Q4: 8,776 shares; 2025Q1: 6,889 shares; 2025Q2: 5,815 shares; 2025Q3: 5,896 shares; 2025Q4: 9,284 shares; 2026Q1: 6,049 shares; 2026Q2: 13,152 shares 13,152 $345K 0.09% +7,103 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: 2,090 shares; 2024Q4: 2,083 shares; 2025Q1: 2,080 shares; 2025Q2: 2,168 shares; 2025Q3: 2,114 shares; 2025Q4: 2,203 shares; 2026Q1: 1,633 shares; 2026Q2: 1,566 shares 1,566 $327K 0.09% -67 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: 622 shares; 2024Q4: 620 shares; 2025Q1: 620 shares; 2025Q2: 652 shares; 2025Q3: 633 shares; 2025Q4: 663 shares; 2026Q1: 453 shares; 2026Q2: 431 shares 431 $326K 0.09% -22 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: 8,041 shares; 2024Q4: 8,024 shares; 2025Q1: 7,871 shares; 2025Q2: 7,943 shares; 2025Q3: 7,212 shares; 2025Q4: 11,047 shares; 2026Q1: 7,666 shares; 2026Q2: 7,358 shares 7,358 $312K 0.08% -308 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: 19,597 shares; 2024Q4: 19,549 shares; 2025Q1: 18,934 shares; 2025Q2: 9,463 shares; 2025Q3: 9,162 shares; 2025Q4: 9,656 shares; 2026Q1: 6,651 shares; 2026Q2: 6,278 shares 6,278 $298K 0.08% -373 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: 448 shares; 2025Q1: 448 shares; 2025Q2: 468 shares; 2025Q3: 446 shares; 2025Q4: 464 shares; 2026Q1: 325 shares; 2026Q2: 309 shares 309 $297K 0.08% -16 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: 29,816 shares; 2024Q4: 29,794 shares; 2025Q1: 28,159 shares; 2025Q2: 8,224 shares; 2025Q3: 7,635 shares; 2025Q4: 7,634 shares; 2026Q1: 2,111 shares; 2026Q2: 2,111 shares 2,111 $295K 0.08% 0 Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,683 shares; 2024Q4: 28,619 shares; 2025Q1: 29,961 shares; 2025Q2: 30,690 shares; 2025Q3: 16,798 shares; 2025Q4: 8,098 shares; 2026Q1: 8,373 shares; 2026Q2: 8,473 shares 8,473 $288K 0.08% +100 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,010 shares; 2024Q4: 4,003 shares; 2025Q1: 3,920 shares; 2025Q2: 4,010 shares; 2025Q3: 3,510 shares; 2025Q4: 3,399 shares; 2026Q1: 2,802 shares; 2026Q2: 2,726 shares 2,726 $283K 0.08% -76 Timeline VCLT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 181,529 shares; 2024Q4: 151,842 shares; 2025Q1: 60,861 shares; 2025Q2: 3,235 shares; 2025Q3: 3,425 shares; 2025Q4: 3,090 shares; 2026Q1: 3,193 shares; 2026Q2: 3,699 shares 3,699 $278K 0.07% +506 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: 4,385 shares; 2024Q4: 14,147 shares; 2025Q1: 20,066 shares; 2025Q2: 19,548 shares; 2025Q3: 16,018 shares; 2025Q4: 5,075 shares; 2026Q1: 4,802 shares; 2026Q2: 4,642 shares 4,642 $269K 0.07% -160 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: 983 shares; 2024Q4: 976 shares; 2025Q1: 976 shares; 2025Q2: 1,019 shares; 2025Q3: 996 shares; 2025Q4: 1,029 shares; 2026Q1: 750 shares; 2026Q2: 719 shares 719 $260K 0.07% -31 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,696 shares; 2024Q4: 3,696 shares; 2025Q1: 3,080 shares; 2025Q2: 5,396 shares; 2025Q3: 5,356 shares; 2025Q4: 5,292 shares; 2026Q1: 5,292 shares; 2026Q2: 5,132 shares 5,132 $246K 0.07% -160 Timeline BKLN INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,573 shares; 2024Q4: 12,073 shares; 2025Q1: 12,073 shares; 2025Q2: 12,073 shares; 2025Q3: 12,073 shares; 2025Q4: 14,948 shares; 2026Q1: 12,073 shares; 2026Q2: 12,073 shares 12,073 $246K 0.07% 0 Timeline OTIS OTIS WORLDWIDE CORP More: the full row for OTIS WORLDWIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,228 shares; 2024Q4: 3,208 shares; 2025Q1: 3,101 shares; 2025Q2: 3,050 shares; 2025Q3: 3,093 shares; 2025Q4: 3,217 shares; 2026Q1: 3,282 shares; 2026Q2: 3,282 shares 3,282 $235K 0.06% 0 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 286 shares; 2024Q4: 286 shares; 2025Q1: 169 shares; 2025Q2: 85 shares; 2025Q3: 84 shares; 2025Q4: 84 shares; 2026Q1: 76 shares; 2026Q2: 760 shares 760 $229K 0.06% +684 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: 21,545 shares; 2024Q4: 21,514 shares; 2025Q1: 21,502 shares; 2025Q2: 13,878 shares; 2025Q3: 13,208 shares; 2025Q4: 13,575 shares; 2026Q1: 9,670 shares; 2026Q2: 9,360 shares 9,360 $225K 0.06% -310 Timeline NRUC NATIONAL RURAL UTILS COOP FIN More: the full row for NATIONAL RURAL UTILS COOP FIN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,612 shares; 2024Q4: 9,612 shares; 2025Q1: 9,612 shares; 2025Q2: 9,612 shares; 2025Q3: 9,612 shares; 2025Q4: 9,612 shares; 2026Q1: 9,487 shares; 2026Q2: 9,487 shares 9,487 $215K 0.06% 0 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,648 shares; 2024Q4: 3,611 shares; 2025Q1: 3,543 shares; 2025Q2: 3,598 shares; 2025Q3: 3,448 shares; 2025Q4: 3,428 shares; 2026Q1: 2,664 shares; 2026Q2: 2,592 shares 2,592 $203K 0.05% -72 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,486 shares; 2024Q4: 1,905 shares; 2025Q1: 2,158 shares; 2025Q2: 2,876 shares; 2025Q3: 2,158 shares; 2025Q4: 2,158 shares; 2026Q1: 2,158 shares; 2026Q2: 2,529 shares 2,529 $202K 0.05% +371 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: 21,121 shares; 2024Q4: 21,026 shares; 2025Q1: 15,169 shares; 2025Q2: 14,243 shares; 2025Q3: 12,143 shares; 2025Q4: 12,616 shares; 2026Q1: 10,595 shares; 2026Q2: 10,417 shares 10,417 $199K 0.05% -178 Timeline NEXTERA ENERGY CAP HLDGS IN… NEXTERA ENERGY CAP HLDGS INC G More: the full row for NEXTERA ENERGY CAP HLDGS INC G Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,948 shares; 2024Q4: 8,948 shares; 2025Q1: 8,948 shares; 2025Q2: 8,948 shares; 2025Q3: 8,948 shares; 2025Q4: 8,948 shares; 2026Q1: 8,948 shares; 2026Q2: 8,948 shares 8,948 $197K 0.05% 0 HPQ HP INC More: the full row for HP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,829 shares; 2024Q4: 13,813 shares; 2025Q1: 13,338 shares; 2025Q2: 5,359 shares; 2025Q3: 5,232 shares; 2025Q4: 4,116 shares; 2026Q1: 7,865 shares; 2026Q2: 7,820 shares 7,820 $172K 0.05% -45 Timeline SOJE SOUTHERN CO JR SUB NT SER 2020 More: the full row for SOUTHERN CO JR SUB NT SER 2020 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,100 shares; 2024Q4: 10,100 shares; 2025Q1: 10,100 shares; 2025Q2: 10,100 shares; 2025Q3: 10,100 shares; 2025Q4: 10,100 shares; 2026Q1: 10,100 shares; 2026Q2: 10,100 shares 10,100 $171K 0.05% 0 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,848 shares; 2024Q4: 4,808 shares; 2025Q1: 4,801 shares; 2025Q2: 5,030 shares; 2025Q3: 4,840 shares; 2025Q4: 5,066 shares; 2026Q1: 3,688 shares; 2026Q2: 3,528 shares 3,528 $164K 0.04% -160 Timeline SPTI 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: 28,501 shares; 2024Q4: 26,742 shares; 2025Q1: 26,646 shares; 2025Q2: 30,826 shares; 2025Q3: 31,193 shares; 2025Q4: 18,727 shares; 2026Q1: 14,729 shares; 2026Q2: 5,644 shares 5,644 $160K 0.04% -9,085 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 454 shares; 2024Q4: 450 shares; 2025Q1: 450 shares; 2025Q2: 474 shares; 2025Q3: 460 shares; 2025Q4: 484 shares; 2026Q1: 346 shares; 2026Q2: 331 shares 331 $152K 0.04% -15 Timeline JNK 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: 41 shares; 2024Q4: 1,541 shares; 2025Q1: 1,541 shares; 2025Q2: 1,541 shares; 2025Q3: 1,541 shares; 2025Q4: 1,541 shares; 2026Q1: 1,541 shares; 2026Q2: 1,541 shares 1,541 $149K 0.04% 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: 6,566 shares; 2024Q4: 6,506 shares; 2025Q1: 6,493 shares; 2025Q2: 6,804 shares; 2025Q3: 6,595 shares; 2025Q4: 6,924 shares; 2026Q1: 4,857 shares; 2026Q2: 4,610 shares 4,610 $147K 0.04% -247 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: 1,659 shares; 2024Q4: 1,659 shares; 2025Q1: 1,659 shares; 2025Q2: 1,659 shares; 2025Q3: 1,659 shares; 2025Q4: 1,659 shares; 2026Q1: 1,659 shares; 2026Q2: 1,659 shares 1,659 $144K 0.04% 0 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,538 shares; 2024Q4: 4,538 shares; 2025Q1: 5,413 shares; 2025Q2: 4,963 shares; 2025Q3: 1,103 shares; 2025Q4: 1,103 shares; 2026Q1: 1,103 shares; 2026Q2: 1,103 shares 1,103 $143K 0.04% 0 Timeline MPLX MPLX LP More: the full row for MPLX LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,465 shares; 2024Q4: 2,465 shares; 2025Q1: 2,465 shares; 2025Q2: 2,465 shares; 2025Q3: 2,465 shares; 2025Q4: 2,465 shares; 2026Q1: 2,465 shares; 2026Q2: 2,465 shares 2,465 $139K 0.04% 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: 354 shares; 2024Q4: 354 shares; 2025Q1: 354 shares; 2025Q2: 354 shares; 2025Q3: 287 shares; 2025Q4: 287 shares; 2026Q1: 287 shares; 2026Q2: 287 shares 287 $137K 0.04% 0 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: 1,525 shares; 2024Q4: 1,525 shares; 2025Q1: 3,147 shares; 2025Q2: 3,244 shares; 2025Q3: 3,185 shares; 2025Q4: 3,275 shares; 2026Q1: 1,671 shares; 2026Q2: 1,608 shares 1,608 $134K 0.04% -63 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: 500 shares; 2024Q4: 2,506 shares; 2025Q1: 2,506 shares; 2025Q2: 2,506 shares; 2025Q3: 2,506 shares; 2025Q4: 2,506 shares; 2026Q1: 2,506 shares; 2026Q2: 2,506 shares 2,506 $134K 0.04% 0 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: 1,167 shares; 2024Q4: 1,167 shares; 2025Q1: 1,167 shares; 2025Q2: 1,167 shares; 2025Q3: 847 shares; 2025Q4: 847 shares; 2026Q1: 797 shares; 2026Q2: 797 shares 797 $129K 0.03% 0 Timeline IR INGERSOLL RAND INC More: the full row for INGERSOLL RAND INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,314 shares; 2024Q4: 1,314 shares; 2025Q1: 1,314 shares; 2025Q2: 1,472 shares; 2025Q3: 1,472 shares; 2025Q4: 1,472 shares; 2026Q1: 1,472 shares; 2026Q2: 1,472 shares 1,472 $121K 0.03% 0 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,260 shares; 2024Q4: 1,260 shares; 2025Q1: 1,260 shares; 2025Q2: 1,260 shares; 2025Q3: 820 shares; 2025Q4: 820 shares; 2026Q1: 430 shares; 2026Q2: 430 shares 430 $116K 0.03% 0 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 97 shares; 2024Q4: 97 shares; 2025Q1: 97 shares; 2025Q2: 97 shares; 2025Q3: 97 shares; 2025Q4: 97 shares; 2026Q1: 97 shares; 2026Q2: 97 shares 97 $112K 0.03% 0 Timeline VPU VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 635 shares; 2024Q4: 635 shares; 2025Q1: 635 shares; 2025Q2: 550 shares; 2025Q3: 550 shares; 2025Q4: 550 shares; 2026Q1: 550 shares; 2026Q2: 550 shares 550 $108K 0.03% 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: 719 shares; 2024Q4: 719 shares; 2025Q1: 719 shares; 2025Q2: 719 shares; 2025Q3: 719 shares; 2025Q4: 719 shares; 2026Q1: 719 shares; 2026Q2: 719 shares 719 $105K 0.03% 0 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,000 shares; 2024Q4: 1,032 shares; 2025Q1: 965 shares; 2025Q2: 1,143 shares; 2025Q3: 965 shares; 2025Q4: 965 shares; 2026Q1: 965 shares; 2026Q2: 965 shares 965 $105K 0.03% 0 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,887 shares; 2024Q4: 2,858 shares; 2025Q1: 2,853 shares; 2025Q2: 2,999 shares; 2025Q3: 2,907 shares; 2025Q4: 3,063 shares; 2026Q1: 2,090 shares; 2026Q2: 1,986 shares 1,986 $99K 0.03% -104 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: 406 shares; 2024Q4: 406 shares; 2025Q1: 406 shares; 2025Q2: 406 shares; 2025Q3: 356 shares; 2025Q4: 356 shares; 2026Q1: 356 shares; 2026Q2: 356 shares 356 $91K 0.02% 0 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 292 shares; 2024Q4: 292 shares; 2025Q1: 292 shares; 2025Q2: 292 shares; 2025Q3: 232 shares; 2025Q4: 232 shares; 2026Q1: 232 shares; 2026Q2: 232 shares 232 $90.5K 0.02% 0 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,465 shares; 2024Q4: 1,465 shares; 2025Q1: 1,358 shares; 2025Q2: 1,244 shares; 2025Q3: 1,244 shares; 2025Q4: 1,234 shares; 2026Q1: 1,234 shares; 2026Q2: 1,234 shares 1,234 $88.8K 0.02% 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: 4,173 shares; 2024Q4: 4,173 shares; 2025Q1: 4,173 shares; 2025Q2: 4,173 shares; 2025Q3: 4,025 shares; 2025Q4: 4,025 shares; 2026Q1: 4,025 shares; 2026Q2: 4,025 shares 4,025 $83.3K 0.02% 0 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 610 shares; 2024Q4: 610 shares; 2025Q1: 610 shares; 2025Q2: 510 shares; 2025Q3: 510 shares; 2025Q4: 510 shares; 2026Q1: 510 shares; 2026Q2: 510 shares 510 $81.5K 0.02% 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: 1,350 shares; 2024Q4: 1,350 shares; 2025Q1: 1,350 shares; 2025Q2: 1,350 shares; 2025Q3: 1,350 shares; 2025Q4: 1,350 shares; 2026Q1: 875 shares; 2026Q2: 875 shares 875 $80.2K 0.02% 0 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 692 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 719 shares 719 $78.7K 0.02% 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: 21,035 shares; 2024Q4: 28,465 shares; 2025Q1: 31,367 shares; 2025Q2: 17,906 shares; 2025Q3: 17,002 shares; 2025Q4: 10,965 shares; 2026Q1: 1,809 shares; 2026Q2: 1,809 shares 1,809 $78.1K 0.02% 0 Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 240 shares; 2024Q4: 240 shares; 2025Q1: 240 shares; 2025Q2: 240 shares; 2025Q3: 240 shares; 2025Q4: 240 shares; 2026Q1: 240 shares; 2026Q2: 240 shares 240 $76.4K 0.02% 0 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 56 shares; 2024Q4: 56 shares; 2025Q1: 56 shares; 2025Q2: 56 shares; 2025Q3: 56 shares; 2025Q4: 56 shares; 2026Q1: 56 shares; 2026Q2: 56 shares 56 $76.2K 0.02% 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: 1,980 shares; 2024Q4: 1,980 shares; 2025Q1: 1,980 shares; 2025Q2: 1,980 shares; 2025Q3: 1,980 shares; 2025Q4: 1,980 shares; 2026Q1: 1,980 shares; 2026Q2: 1,980 shares 1,980 $72.8K 0.02% 0 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,036 shares; 2024Q4: 1,036 shares; 2025Q1: 898 shares; 2025Q2: 751 shares; 2025Q3: 746 shares; 2025Q4: 734 shares; 2026Q1: 734 shares; 2026Q2: 734 shares 734 $70.3K 0.02% 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: 169 shares; 2024Q4: 169 shares; 2025Q1: 169 shares; 2025Q2: 344 shares; 2025Q3: 344 shares; 2025Q4: 344 shares; 2026Q1: 344 shares; 2026Q2: 344 shares 344 $69K 0.02% 0 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 226 shares; 2024Q4: 226 shares; 2025Q1: 226 shares; 2025Q2: 226 shares; 2025Q3: 200 shares; 2025Q4: 200 shares; 2026Q1: 200 shares; 2026Q2: 200 shares 200 $68.1K 0.02% 0 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 72 shares; 2024Q4: 71 shares; 2025Q1: 71 shares; 2025Q2: 71 shares; 2025Q3: 71 shares; 2025Q4: 71 shares; 2026Q1: 71 shares; 2026Q2: 568 shares 568 $67.9K 0.02% +497 Timeline ABBNY ABB LTD-SPON ADR More: the full row for ABB LTD-SPON ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 755 shares; 2024Q4: 755 shares; 2025Q1: 755 shares; 2025Q2: 755 shares; 2025Q3: 622 shares; 2025Q4: 622 shares; 2026Q1: 622 shares; 2026Q2: 622 shares 622 $67.5K 0.02% 0 Timeline NSRGY NESTLE SA-SPONS ADR More: the full row for NESTLE SA-SPONS ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 233 shares; 2024Q4: 233 shares; 2025Q1: 233 shares; 2025Q2: 233 shares; 2025Q3: 641 shares; 2025Q4: 641 shares; 2026Q1: 641 shares; 2026Q2: 641 shares 641 $66K 0.02% 0 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 460 shares; 2024Q4: 460 shares; 2025Q1: 460 shares; 2025Q2: 460 shares; 2025Q3: 460 shares; 2025Q4: 460 shares; 2026Q1: 460 shares; 2026Q2: 460 shares 460 $62.9K 0.02% 0 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 909 shares; 2024Q4: 909 shares; 2025Q1: 780 shares; 2025Q2: 643 shares; 2025Q3: 638 shares; 2025Q4: 626 shares; 2026Q1: 626 shares; 2026Q2: 626 shares 626 $61.6K 0.02% 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: 675 shares; 2024Q4: 675 shares; 2025Q1: 586 shares; 2025Q2: 491 shares; 2025Q3: 487 shares; 2025Q4: 479 shares; 2026Q1: 479 shares; 2026Q2: 479 shares 479 $60.6K 0.02% 0 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 412 shares; 2024Q4: 412 shares; 2025Q1: 350 shares; 2025Q2: 284 shares; 2025Q3: 257 shares; 2025Q4: 216 shares; 2026Q1: 216 shares; 2026Q2: 216 shares 216 $58.4K 0.02% 0 Timeline ZBH ZIMMER BIOMET HOLDINGS INC More: the full row for ZIMMER BIOMET HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 675 shares; 2024Q4: 675 shares; 2025Q1: 675 shares; 2025Q2: 675 shares; 2025Q3: 675 shares; 2025Q4: 675 shares; 2026Q1: 675 shares; 2026Q2: 675 shares 675 $58.1K 0.02% 0 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 425 shares; 2024Q4: 425 shares; 2025Q1: 425 shares; 2025Q2: 425 shares; 2025Q3: 425 shares; 2025Q4: 240 shares; 2026Q1: 240 shares; 2026Q2: 240 shares 240 $57K 0.02% 0 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 493 shares; 2024Q4: 493 shares; 2025Q1: 384 shares; 2025Q2: 268 shares; 2025Q3: 264 shares; 2025Q4: 264 shares; 2026Q1: 254 shares; 2026Q2: 254 shares 254 $56.6K 0.02% 0 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 322 shares; 2024Q4: 322 shares; 2025Q1: 322 shares; 2025Q2: 322 shares; 2025Q3: 318 shares; 2025Q4: 312 shares; 2026Q1: 312 shares; 2026Q2: 312 shares 312 $56.4K 0.02% 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: 552 shares; 2024Q4: 552 shares; 2025Q1: 414 shares; 2025Q2: 266 shares; 2025Q3: 261 shares; 2025Q4: 249 shares; 2026Q1: 249 shares; 2026Q2: 249 shares 249 $55.5K 0.01% 0 Timeline MKL MARKEL GROUP INC More: the full row for MARKEL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 28 shares; 2025Q4: 28 shares; 2026Q1: 28 shares; 2026Q2: 28 shares 28 $54.7K 0.01% 0 Timeline BAESY BAE SYS PLC SPONS ADR More: the full row for BAE SYS PLC SPONS ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 670 shares; 2024Q4: 670 shares; 2025Q1: 670 shares; 2025Q2: 670 shares; 2025Q3: 556 shares; 2025Q4: 556 shares; 2026Q1: 556 shares; 2026Q2: 556 shares 556 $54.4K 0.01% 0 Timeline MITSY MITSUI & CO LTD ADR (US) More: the full row for MITSUI & CO LTD ADR (US) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 115 shares; 2024Q4: 115 shares; 2025Q1: 115 shares; 2025Q2: 115 shares; 2025Q3: 93 shares; 2025Q4: 93 shares; 2026Q1: 93 shares; 2026Q2: 93 shares 93 $51.5K 0.01% 0 Timeline NI NISOURCE INC More: the full row for NISOURCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,076 shares; 2024Q4: 1,076 shares; 2025Q1: 1,076 shares; 2025Q2: 1,076 shares; 2025Q3: 1,076 shares; 2025Q4: 1,076 shares; 2026Q1: 1,076 shares; 2026Q2: 1,076 shares 1,076 $51.2K 0.01% 0 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 334 shares; 2024Q4: 299 shares; 2025Q1: 299 shares; 2025Q2: 234 shares; 2025Q3: 234 shares; 2025Q4: 234 shares; 2026Q1: 234 shares; 2026Q2: 234 shares 234 $51.1K 0.01% 0 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 607 shares; 2024Q4: 607 shares; 2025Q1: 607 shares; 2025Q2: 607 shares; 2025Q3: 607 shares; 2025Q4: 607 shares; 2026Q1: 607 shares; 2026Q2: 607 shares 607 $50.8K 0.01% 0 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 177 shares; 2024Q4: 177 shares; 2025Q1: 177 shares; 2025Q2: 177 shares; 2025Q3: 177 shares; 2025Q4: 177 shares; 2026Q1: 177 shares; 2026Q2: 177 shares 177 $50.1K 0.01% 0 Timeline CNP CENTERPOINT ENERGY INC More: the full row for CENTERPOINT ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,132 shares; 2024Q4: 1,132 shares; 2025Q1: 1,132 shares; 2025Q2: 1,132 shares; 2025Q3: 1,132 shares; 2025Q4: 1,132 shares; 2026Q1: 1,132 shares; 2026Q2: 1,132 shares 1,132 $49.9K 0.01% 0 Timeline DBSDY DBS GROUP HOLDINGS-SPON ADR More: the full row for DBS GROUP HOLDINGS-SPON ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 304 shares; 2024Q4: 304 shares; 2025Q1: 304 shares; 2025Q2: 304 shares; 2025Q3: 246 shares; 2025Q4: 246 shares; 2026Q1: 246 shares; 2026Q2: 246 shares 246 $49.8K 0.01% 0 Timeline ALIZY ALLIANZ SE More: the full row for ALLIANZ SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,260 shares; 2024Q4: 1,260 shares; 2025Q1: 1,260 shares; 2025Q2: 1,260 shares; 2025Q3: 1,025 shares; 2025Q4: 1,025 shares; 2026Q1: 1,025 shares; 2026Q2: 1,025 shares 1,025 $48.5K 0.01% 0 Timeline SJNK 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: 12,156 shares; 2024Q4: 13,646 shares; 2025Q1: 11,274 shares; 2025Q2: 1,379 shares; 2025Q3: 3,162 shares; 2025Q4: 1,379 shares; 2026Q1: 1,379 shares; 2026Q2: 1,925 shares 1,925 $48.2K 0.01% +546 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: 114 shares; 2024Q4: 114 shares; 2025Q1: 114 shares; 2025Q2: 114 shares; 2025Q3: 114 shares; 2025Q4: 114 shares; 2026Q1: 114 shares; 2026Q2: 114 shares 114 $47.3K 0.01% 0 Timeline KEYS KEYSIGHT TECHNOLOGIES INC More: the full row for KEYSIGHT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 132 shares; 2024Q4: 132 shares; 2025Q1: 132 shares; 2025Q2: 132 shares; 2025Q3: 132 shares; 2025Q4: 132 shares; 2026Q1: 132 shares; 2026Q2: 132 shares 132 $46.2K 0.01% 0 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 138 shares; 2024Q4: 138 shares; 2025Q1: 138 shares; 2025Q2: 138 shares; 2025Q3: 138 shares; 2025Q4: 138 shares; 2026Q1: 138 shares; 2026Q2: 138 shares 138 $45.8K 0.01% 0 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 435 shares; 2024Q4: 435 shares; 2025Q1: 435 shares; 2025Q2: 435 shares; 2025Q3: 435 shares; 2025Q4: 435 shares; 2026Q1: 435 shares; 2026Q2: 435 shares 435 $45K 0.01% 0 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 634 shares; 2024Q4: 634 shares; 2025Q1: 634 shares; 2025Q2: 462 shares; 2025Q3: 462 shares; 2025Q4: 462 shares; 2026Q1: 462 shares; 2026Q2: 462 shares 462 $44.6K 0.01% 0 Timeline MUFG MITSUBISHI UFJ FINANCIAL GRO More: the full row for MITSUBISHI UFJ FINANCIAL GRO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,777 shares; 2024Q4: 2,777 shares; 2025Q1: 2,777 shares; 2025Q2: 2,777 shares; 2025Q3: 2,238 shares; 2025Q4: 2,238 shares; 2026Q1: 2,238 shares; 2026Q2: 2,238 shares 2,238 $44.5K 0.01% 0 Timeline UL UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 726 shares; 2026Q1: 726 shares; 2026Q2: 726 shares 726 $43.6K 0.01% 0 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 700 shares; 2024Q4: 700 shares; 2025Q1: 700 shares; 2025Q2: 700 shares; 2025Q3: 700 shares; 2025Q4: 700 shares; 2026Q1: 700 shares; 2026Q2: 700 shares 700 $41.8K 0.01% 0 Timeline IHG INTERCONTINENTAL HOTELS GROU More: the full row for INTERCONTINENTAL HOTELS GROU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 297 shares; 2024Q4: 297 shares; 2025Q1: 297 shares; 2025Q2: 297 shares; 2025Q3: 239 shares; 2025Q4: 239 shares; 2026Q1: 239 shares; 2026Q2: 239 shares 239 $41.4K 0.01% 0 Timeline VMRK VIVMARK RESIDENTIAL More: the full row for VIVMARK RESIDENTIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 600 shares; 2024Q4: 600 shares; 2025Q1: 600 shares; 2025Q2: 600 shares; 2025Q3: 600 shares; 2025Q4: 600 shares; 2026Q1: 600 shares; 2026Q2: 600 shares 600 $40.8K 0.01% 0 Timeline HSBC HSBC HLDGS PLC More: the full row for HSBC HLDGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 512 shares; 2024Q4: 512 shares; 2025Q1: 512 shares; 2025Q2: 512 shares; 2025Q3: 416 shares; 2025Q4: 416 shares; 2026Q1: 416 shares; 2026Q2: 416 shares 416 $39.6K 0.01% 0 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,060 shares; 2024Q4: 1,760 shares; 2025Q1: 1,760 shares; 2025Q2: 1,760 shares; 2025Q3: 1,300 shares; 2025Q4: 1,300 shares; 2026Q1: 850 shares; 2026Q2: 850 shares 850 $39.5K 0.01% 0 Timeline IBDRY IBERDROLA SA DPON ADR (SPAIN) More: the full row for IBERDROLA SA DPON ADR (SPAIN) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 430 shares; 2024Q4: 430 shares; 2025Q1: 430 shares; 2025Q2: 430 shares; 2025Q3: 387 shares; 2025Q4: 387 shares; 2026Q1: 387 shares; 2026Q2: 387 shares 387 $38.7K 0.01% 0 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 557 shares; 2024Q4: 557 shares; 2025Q1: 557 shares; 2025Q2: 557 shares; 2025Q3: 557 shares; 2025Q4: 557 shares; 2026Q1: 557 shares; 2026Q2: 557 shares 557 $38K 0.01% 0 Timeline SIEGY SIEMENS AG-SPONS ADR More: the full row for SIEMENS AG-SPONS ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 286 shares; 2024Q4: 286 shares; 2025Q1: 286 shares; 2025Q2: 286 shares; 2025Q3: 234 shares; 2025Q4: 234 shares; 2026Q1: 234 shares; 2026Q2: 234 shares 234 $37.6K 0.01% 0 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 339 shares; 2024Q4: 339 shares; 2025Q1: 339 shares; 2025Q2: 339 shares; 2025Q3: 339 shares; 2025Q4: 339 shares; 2026Q1: 339 shares; 2026Q2: 339 shares 339 $37.5K 0.01% 0 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 167 shares; 2024Q4: 167 shares; 2025Q1: 167 shares; 2025Q2: 167 shares; 2025Q3: 150 shares; 2025Q4: 150 shares; 2026Q1: 150 shares; 2026Q2: 150 shares 150 $37.3K 0.01% 0 Timeline AXAHY AXA -SPONS ADR More: the full row for AXA -SPONS ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 897 shares; 2024Q4: 897 shares; 2025Q1: 897 shares; 2025Q2: 897 shares; 2025Q3: 740 shares; 2025Q4: 740 shares; 2026Q1: 740 shares; 2026Q2: 740 shares 740 $37.1K 0.01% 0 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: 600 shares; 2024Q4: 600 shares; 2025Q1: 600 shares; 2025Q2: 600 shares; 2025Q3: 600 shares; 2025Q4: 600 shares; 2026Q1: 600 shares; 2026Q2: 600 shares 600 $37.1K 0.01% 0 Timeline IX ORIX CORP More: the full row for ORIX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 234 shares; 2024Q4: 234 shares; 2025Q1: 1,170 shares; 2025Q2: 1,170 shares; 2025Q3: 965 shares; 2025Q4: 965 shares; 2026Q1: 965 shares; 2026Q2: 965 shares 965 $36.7K 0.01% 0 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 448 shares; 2024Q4: 448 shares; 2025Q1: 448 shares; 2025Q2: 448 shares; 2025Q3: 448 shares; 2025Q4: 448 shares; 2026Q1: 448 shares; 2026Q2: 448 shares 448 $36.4K 0.01% 0 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 329 shares; 2024Q4: 329 shares; 2025Q1: 329 shares; 2025Q2: 329 shares; 2025Q3: 329 shares; 2025Q4: 329 shares; 2026Q1: 329 shares; 2026Q2: 329 shares 329 $35K 0.01% 0 Timeline STIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 329 shares; 2024Q4: 329 shares; 2025Q1: 329 shares; 2025Q2: 329 shares; 2025Q3: 329 shares; 2025Q4: 329 shares; 2026Q1: 329 shares; 2026Q2: 329 shares 329 $33.6K 0.01% 0 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 153 shares; 2024Q4: 153 shares; 2025Q1: 153 shares; 2025Q2: 153 shares; 2025Q3: 153 shares; 2025Q4: 150 shares; 2026Q1: 150 shares; 2026Q2: 150 shares 150 $33.5K 0.01% 0 Timeline LVMUY LVMH MOET HENNESSY-UNSP ADR More: the full row for LVMH MOET HENNESSY-UNSP ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 361 shares; 2024Q4: 361 shares; 2025Q1: 361 shares; 2025Q2: 361 shares; 2025Q3: 298 shares; 2025Q4: 298 shares; 2026Q1: 298 shares; 2026Q2: 298 shares 298 $33K 0.01% 0 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 104 shares; 2024Q4: 104 shares; 2025Q1: 104 shares; 2025Q2: 104 shares; 2025Q3: 104 shares; 2025Q4: 104 shares; 2026Q1: 104 shares; 2026Q2: 104 shares 104 $32.7K 0.01% 0 Timeline AMJB JPMORGAN CHASE FINL CO LLC More: the full row for JPMORGAN CHASE FINL CO LLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 943 shares; 2024Q4: 943 shares; 2025Q1: 943 shares; 2025Q2: 943 shares; 2025Q3: 943 shares; 2025Q4: 943 shares; 2026Q1: 943 shares; 2026Q2: 943 shares 943 $32.5K 0.01% 0 Timeline TD TORONTO DOMINION BK ONT More: the full row for TORONTO DOMINION BK ONT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 324 shares; 2024Q4: 324 shares; 2025Q1: 324 shares; 2025Q2: 324 shares; 2025Q3: 264 shares; 2025Q4: 264 shares; 2026Q1: 264 shares; 2026Q2: 264 shares 264 $32.1K 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: 125 shares; 2024Q4: 125 shares; 2025Q1: 125 shares; 2025Q2: 125 shares; 2025Q3: 125 shares; 2025Q4: 125 shares; 2026Q1: 125 shares; 2026Q2: 125 shares 125 $31.9K 0.01% 0 Timeline PAA PLAINS ALL AMERN PIPELINE L More: the full row for PLAINS ALL AMERN PIPELINE L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,423 shares; 2024Q4: 1,423 shares; 2025Q1: 1,423 shares; 2025Q2: 1,423 shares; 2025Q3: 1,423 shares; 2025Q4: 1,423 shares; 2026Q1: 1,423 shares; 2026Q2: 1,423 shares 1,423 $31.7K 0.01% 0 Timeline VCR VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 80 shares; 2024Q4: 79 shares; 2025Q1: 79 shares; 2025Q2: 79 shares; 2025Q3: 79 shares; 2025Q4: 79 shares; 2026Q1: 79 shares; 2026Q2: 79 shares 79 $31.3K 0.01% 0 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: 564 shares; 2024Q4: 564 shares; 2025Q1: 564 shares; 2025Q2: 564 shares; 2025Q3: 564 shares; 2025Q4: 564 shares; 2026Q1: 564 shares; 2026Q2: 564 shares 564 $30.6K 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: 237 shares; 2024Q4: 237 shares; 2025Q1: 237 shares; 2025Q2: 237 shares; 2025Q3: 193 shares; 2025Q4: 193 shares; 2026Q1: 193 shares; 2026Q2: 193 shares 193 $30.2K 0.01% 0 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: not reported; 2025Q4: not reported; 2026Q1: 347 shares; 2026Q2: 587 shares 587 $29.5K 0.01% +240 Timeline CCL CARNIVAL CORP LTD More: the full row for CARNIVAL CORP 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: 966 shares 966 $27.6K 0.01% new Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 228 shares; 2024Q4: 228 shares; 2025Q1: 228 shares; 2025Q2: 228 shares; 2025Q3: 228 shares; 2025Q4: 228 shares; 2026Q1: 228 shares; 2026Q2: 228 shares 228 $26.6K 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: 1,385 shares; 2024Q4: 1,385 shares; 2025Q1: 1,385 shares; 2025Q2: 1,385 shares; 2025Q3: 1,385 shares; 2025Q4: 1,385 shares; 2026Q1: 1,385 shares; 2026Q2: 1,385 shares 1,385 $26.5K 0.01% 0 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 233 shares; 2024Q4: 233 shares; 2025Q1: 223 shares; 2025Q2: 223 shares; 2025Q3: 64 shares; 2025Q4: 64 shares; 2026Q1: 64 shares; 2026Q2: 64 shares 64 $26.1K 0.01% 0 Timeline RIO RIO TINTO PLC More: the full row for RIO TINTO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 324 shares; 2024Q4: 324 shares; 2025Q1: 324 shares; 2025Q2: 324 shares; 2025Q3: 267 shares; 2025Q4: 267 shares; 2026Q1: 267 shares; 2026Q2: 267 shares 267 $25.3K 0.01% 0 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 86 shares; 2024Q4: 86 shares; 2025Q1: 86 shares; 2025Q2: 86 shares; 2025Q3: 86 shares; 2025Q4: 86 shares; 2026Q1: 86 shares; 2026Q2: 86 shares 86 $25K 0.01% 0 Timeline BHP BHP BILLITON LIMITED More: the full row for BHP BILLITON LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 360 shares; 2024Q4: 360 shares; 2025Q1: 360 shares; 2025Q2: 360 shares; 2025Q3: 297 shares; 2025Q4: 297 shares; 2026Q1: 297 shares; 2026Q2: 297 shares 297 $24.7K 0.01% 0 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 352 shares; 2024Q4: 352 shares; 2025Q1: 233 shares; 2025Q2: 106 shares; 2025Q3: 106 shares; 2025Q4: 95 shares; 2026Q1: 95 shares; 2026Q2: 95 shares 95 $24.7K 0.01% 0 Timeline KMTUY KOMATSU LTD ADR-NEW More: the full row for KOMATSU LTD ADR-NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 761 shares; 2024Q4: 761 shares; 2025Q1: 761 shares; 2025Q2: 761 shares; 2025Q3: 629 shares; 2025Q4: 629 shares; 2026Q1: 629 shares; 2026Q2: 629 shares 629 $24.3K 0.01% 0 Timeline OMC OMNICOM GROUP INC More: the full row for OMNICOM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 242 shares; 2024Q4: 242 shares; 2025Q1: 242 shares; 2025Q2: 242 shares; 2025Q3: 242 shares; 2025Q4: 331 shares; 2026Q1: 331 shares; 2026Q2: 331 shares 331 $24.1K 0.01% 0 Timeline TM TOYOTA MOTOR CORP More: the full row for TOYOTA MOTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 170 shares; 2024Q4: 170 shares; 2025Q1: 170 shares; 2025Q2: 170 shares; 2025Q3: 141 shares; 2025Q4: 141 shares; 2026Q1: 141 shares; 2026Q2: 141 shares 141 $23.7K 0.01% 0 Timeline COIN COINBASE GLOBAL INC More: the full row for COINBASE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,158 shares; 2025Q2: 4,512 shares; 2025Q3: 4,952 shares; 2025Q4: 4,948 shares; 2026Q1: 431 shares; 2026Q2: 161 shares 161 $23.5K 0.01% -270 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 350 shares; 2024Q4: 350 shares; 2025Q1: 350 shares; 2025Q2: 350 shares; 2025Q3: 260 shares; 2025Q4: 260 shares; 2026Q1: 110 shares; 2026Q2: 110 shares 110 $22.2K 0.01% 0 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: 245 shares; 2024Q4: 245 shares; 2025Q1: 245 shares; 2025Q2: 467 shares; 2025Q3: 419 shares; 2025Q4: 419 shares; 2026Q1: 419 shares; 2026Q2: 419 shares 419 $22K 0.01% 0 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 74 shares; 2024Q4: 73 shares; 2025Q1: 73 shares; 2025Q2: 73 shares; 2025Q3: 73 shares; 2025Q4: 73 shares; 2026Q1: 73 shares; 2026Q2: 73 shares 73 $21.8K 0.01% 0 Timeline FLOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 425 shares; 2024Q4: 1,392 shares; 2025Q1: 425 shares; 2025Q2: 425 shares; 2025Q3: 425 shares; 2025Q4: 1,640 shares; 2026Q1: 1,361 shares; 2026Q2: 425 shares 425 $21.7K 0.01% -936 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 56 shares; 2024Q4: 56 shares; 2025Q1: 56 shares; 2025Q2: 56 shares; 2025Q3: 56 shares; 2025Q4: 56 shares; 2026Q1: 56 shares; 2026Q2: 56 shares 56 $21.7K 0.01% 0 Timeline TAP MOLSON COORS BEVERAGE CO More: the full row for MOLSON COORS BEVERAGE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,750 shares; 2024Q4: 1,750 shares; 2025Q1: 1,750 shares; 2025Q2: 1,750 shares; 2025Q3: 1,250 shares; 2025Q4: 1,250 shares; 2026Q1: 550 shares; 2026Q2: 550 shares 550 $21.4K 0.01% 0 Timeline NTTYY NTT, INC. AMERICAN DEPOSITARY More: the full row for NTT, INC. AMERICAN DEPOSITARY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,140 shares; 2024Q4: 1,140 shares; 2025Q1: 1,140 shares; 2025Q2: 1,140 shares; 2025Q3: 928 shares; 2025Q4: 928 shares; 2026Q1: 928 shares; 2026Q2: 928 shares 928 $20.7K 0.01% 0 Timeline TTE TOTALENERGIES SE More: the full row for TOTALENERGIES SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 266 shares; 2026Q1: 266 shares; 2026Q2: 266 shares 266 $20.7K 0.01% 0 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 66 shares; 2024Q4: 66 shares; 2025Q1: 66 shares; 2025Q2: 66 shares; 2025Q3: 66 shares; 2025Q4: 66 shares; 2026Q1: 66 shares; 2026Q2: 66 shares 66 $20.7K 0.01% 0 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 365 shares; 2024Q4: 365 shares; 2025Q1: 365 shares; 2025Q2: 365 shares; 2025Q3: 280 shares; 2025Q4: 280 shares; 2026Q1: 137 shares; 2026Q2: 137 shares 137 $20K 0.01% 0 Timeline DRI DARDEN RESTAURANTS INC More: the full row for DARDEN RESTAURANTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 362 shares; 2024Q4: 362 shares; 2025Q1: 254 shares; 2025Q2: 139 shares; 2025Q3: 107 shares; 2025Q4: 97 shares; 2026Q1: 97 shares; 2026Q2: 97 shares 97 $20K 0.01% 0 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: 56 shares; 2024Q4: 55 shares; 2025Q1: 55 shares; 2025Q2: 55 shares; 2025Q3: 55 shares; 2025Q4: 55 shares; 2026Q1: 55 shares; 2026Q2: 55 shares 55 $19.8K 0.01% 0 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: 500 shares; 2024Q4: 500 shares; 2025Q1: 500 shares; 2025Q2: 500 shares; 2025Q3: 500 shares; 2025Q4: 500 shares; 2026Q1: 500 shares; 2026Q2: 500 shares 500 $19.4K 0.01% 0 Timeline BNPQY BNP PARIBAS SPONS ADR More: the full row for BNP PARIBAS SPONS ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 391 shares; 2024Q4: 391 shares; 2025Q1: 391 shares; 2025Q2: 391 shares; 2025Q3: 315 shares; 2025Q4: 315 shares; 2026Q1: 315 shares; 2026Q2: 315 shares 315 $18.4K <0.01% 0 Timeline VTRS VIATRIS INC More: the full row for VIATRIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,610 shares; 2024Q4: 7,455 shares; 2025Q1: 7,455 shares; 2025Q2: 1,252 shares; 2025Q3: 1,198 shares; 2025Q4: 1,149 shares; 2026Q1: 1,149 shares; 2026Q2: 1,149 shares 1,149 $18.2K <0.01% 0 Timeline IMCB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 184 shares; 2024Q4: 184 shares; 2025Q1: 184 shares; 2025Q2: 184 shares; 2025Q3: 184 shares; 2025Q4: 184 shares; 2026Q1: 184 shares; 2026Q2: 184 shares 184 $17.8K <0.01% 0 Timeline PAGP PLAINS GP HLDGS L P More: the full row for PLAINS GP HLDGS L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 700 shares; 2024Q4: 700 shares; 2025Q1: 700 shares; 2025Q2: 700 shares; 2025Q3: 700 shares; 2025Q4: 700 shares; 2026Q1: 700 shares; 2026Q2: 700 shares 700 $17K <0.01% 0 Timeline FE FIRSTENERGY CORP More: the full row for FIRSTENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 357 shares; 2024Q4: 357 shares; 2025Q1: 357 shares; 2025Q2: 357 shares; 2025Q3: 357 shares; 2025Q4: 357 shares; 2026Q1: 357 shares; 2026Q2: 357 shares 357 $17K <0.01% 0 Timeline CINF CINCINNATI FINL CORP More: the full row for CINCINNATI FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 313 shares; 2024Q4: 313 shares; 2025Q1: 212 shares; 2025Q2: 104 shares; 2025Q3: 100 shares; 2025Q4: 91 shares; 2026Q1: 91 shares; 2026Q2: 91 shares 91 $16.8K <0.01% 0 Timeline BNDD KRANESHARES TRUST More: the full row for KRANESHARES 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: 266 shares; 2026Q2: 166 shares 166 $16.8K <0.01% -100 Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,019 shares; 2024Q4: 1,019 shares; 2025Q1: 690 shares; 2025Q2: 337 shares; 2025Q3: 326 shares; 2025Q4: 296 shares; 2026Q1: 296 shares; 2026Q2: 296 shares 296 $16.7K <0.01% 0 Timeline NTRS NORTHERN TR CORP More: the full row for NORTHERN TR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 95 shares; 2024Q4: 95 shares; 2025Q1: 95 shares; 2025Q2: 95 shares; 2025Q3: 95 shares; 2025Q4: 95 shares; 2026Q1: 95 shares; 2026Q2: 95 shares 95 $16.5K <0.01% 0 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 320 shares; 2024Q4: 320 shares; 2025Q1: 170 shares; 2025Q2: 170 shares; 2025Q3: 170 shares; 2025Q4: 170 shares; 2026Q1: 170 shares; 2026Q2: 170 shares 170 $16.4K <0.01% 0 Timeline ERIC TELEFONAKTIEBOLAGET LM ERICS More: the full row for TELEFONAKTIEBOLAGET LM ERICS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,767 shares; 2024Q4: 1,767 shares; 2025Q1: 1,767 shares; 2025Q2: 1,767 shares; 2025Q3: 1,456 shares; 2025Q4: 1,456 shares; 2026Q1: 1,456 shares; 2026Q2: 1,456 shares 1,456 $16.2K <0.01% 0 Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30 shares; 2024Q4: 30 shares; 2025Q1: 30 shares; 2025Q2: 30 shares; 2025Q3: 30 shares; 2025Q4: 30 shares; 2026Q1: 30 shares; 2026Q2: 30 shares 30 $15.8K <0.01% 0 Timeline CWB 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: 346 shares; 2025Q1: not reported; 2025Q2: 309 shares; 2025Q3: 334 shares; 2025Q4: 128 shares; 2026Q1: not reported; 2026Q2: 145 shares 145 $15.6K <0.01% new Timeline AFGB AMERICAN FINL GROUP INC OHIO S More: the full row for AMERICAN FINL GROUP INC OHIO S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 876 shares; 2024Q4: 876 shares; 2025Q1: 876 shares; 2025Q2: 876 shares; 2025Q3: 876 shares; 2025Q4: 876 shares; 2026Q1: 751 shares; 2026Q2: 751 shares 751 $15.1K <0.01% 0 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: 2,505 shares; 2024Q4: 2,505 shares; 2025Q1: 1,800 shares; 2025Q2: 1,139 shares; 2025Q3: 1,139 shares; 2025Q4: 1,083 shares; 2026Q1: 1,083 shares; 2026Q2: 1,083 shares 1,083 $15.1K <0.01% 0 Timeline WBD WARNER BROS DISCOVERY INC More: the full row for WARNER BROS DISCOVERY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 597 shares; 2024Q4: 597 shares; 2025Q1: 597 shares; 2025Q2: 597 shares; 2025Q3: 562 shares; 2025Q4: 562 shares; 2026Q1: 562 shares; 2026Q2: 562 shares 562 $15K <0.01% 0 Timeline ETSY ETSY INC More: the full row for ETSY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 20,716 shares; 2025Q1: 750 shares; 2025Q2: 5,750 shares; 2025Q3: 5,197 shares; 2025Q4: 5,197 shares; 2026Q1: 5,197 shares; 2026Q2: 197 shares 197 $14.8K <0.01% -5,000 Timeline EIX EDISON INTL More: the full row for EDISON INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 195 shares; 2024Q4: 195 shares; 2025Q1: 195 shares; 2025Q2: 195 shares; 2025Q3: 195 shares; 2025Q4: 195 shares; 2026Q1: 195 shares; 2026Q2: 195 shares 195 $14.5K <0.01% 0 Timeline SNY SANOFI SA More: the full row for SANOFI SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 387 shares; 2024Q4: 387 shares; 2025Q1: 387 shares; 2025Q2: 387 shares; 2025Q3: 320 shares; 2025Q4: 320 shares; 2026Q1: 320 shares; 2026Q2: 320 shares 320 $13.7K <0.01% 0 Timeline SOLV SOLVENTUM CORP More: the full row for SOLVENTUM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 290 shares; 2024Q4: 253 shares; 2025Q1: 253 shares; 2025Q2: 253 shares; 2025Q3: 173 shares; 2025Q4: 173 shares; 2026Q1: 173 shares; 2026Q2: 173 shares 173 $13.3K <0.01% 0 Timeline LAZ LAZARD INC More: the full row for LAZARD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 317 shares; 2024Q4: 317 shares; 2025Q1: 317 shares; 2025Q2: 317 shares; 2025Q3: 317 shares; 2025Q4: 317 shares; 2026Q1: 317 shares; 2026Q2: 317 shares 317 $13.3K <0.01% 0 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 91 shares; 2024Q4: 91 shares; 2025Q1: 62 shares; 2025Q2: 31 shares; 2025Q3: 29 shares; 2025Q4: 26 shares; 2026Q1: 26 shares; 2026Q2: 26 shares 26 $13.2K <0.01% 0 Timeline MINT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 131 shares 131 $13.2K <0.01% new Timeline CGDV CAPITAL GROUP DIVIDEND VALUE More: the full row for CAPITAL GROUP DIVIDEND VALUE 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: 263 shares 263 $13K <0.01% new Timeline KIMCO RLTY CORP DEP SHS REP… KIMCO RLTY CORP DEP SHS REPSTG More: the full row for KIMCO RLTY CORP DEP SHS REPSTG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 655 shares; 2024Q4: 655 shares; 2025Q1: 655 shares; 2025Q2: 655 shares; 2025Q3: 655 shares; 2025Q4: 655 shares; 2026Q1: 655 shares; 2026Q2: 655 shares 655 $12.9K <0.01% 0 VDC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 58 shares; 2024Q4: 57 shares; 2025Q1: 57 shares; 2025Q2: 57 shares; 2025Q3: 57 shares; 2025Q4: 57 shares; 2026Q1: 57 shares; 2026Q2: 57 shares 57 $12.9K <0.01% 0 Timeline CGUS CAPITAL GROUP CORE EQUITY ET More: the full row for CAPITAL GROUP CORE EQUITY ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 285 shares 285 $12.7K <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: 258 shares; 2024Q4: 258 shares; 2025Q1: 258 shares; 2025Q2: 258 shares; 2025Q3: 258 shares; 2025Q4: 258 shares; 2026Q1: 258 shares; 2026Q2: 258 shares 258 $12.1K <0.01% 0 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 652 shares; 2024Q4: 652 shares; 2025Q1: 538 shares; 2025Q2: 417 shares; 2025Q3: 355 shares; 2025Q4: 345 shares; 2026Q1: 345 shares; 2026Q2: 345 shares 345 $12K <0.01% 0 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 148 shares 148 $11.9K <0.01% new Timeline VFH VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 88 shares; 2024Q4: 87 shares; 2025Q1: 87 shares; 2025Q2: 87 shares; 2025Q3: 87 shares; 2025Q4: 87 shares; 2026Q1: 87 shares; 2026Q2: 87 shares 87 $11.4K <0.01% 0 Timeline PFG PRINCIPAL FINANCIAL GROUP IN More: the full row for PRINCIPAL FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 383 shares; 2024Q4: 383 shares; 2025Q1: 253 shares; 2025Q2: 115 shares; 2025Q3: 115 shares; 2025Q4: 103 shares; 2026Q1: 103 shares; 2026Q2: 103 shares 103 $11.1K <0.01% 0 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 149 shares; 2024Q4: 149 shares; 2025Q1: 149 shares; 2025Q2: 149 shares; 2025Q3: 149 shares; 2025Q4: 149 shares; 2026Q1: 220 shares; 2026Q2: 220 shares 220 $10.8K <0.01% 0 Timeline BASFY BASF SE COMMON STOCK More: the full row for BASF SE COMMON STOCK Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 970 shares; 2024Q4: 970 shares; 2025Q1: 970 shares; 2025Q2: 970 shares; 2025Q3: 806 shares; 2025Q4: 806 shares; 2026Q1: 806 shares; 2026Q2: 806 shares 806 $10.8K <0.01% 0 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20 shares; 2024Q4: 20 shares; 2025Q1: 20 shares; 2025Q2: 20 shares; 2025Q3: 20 shares; 2025Q4: 20 shares; 2026Q1: 20 shares; 2026Q2: 20 shares 20 $9.9K <0.01% 0 Timeline SUN SUNOCO LP/SUNOCO FIN CORP More: the full row for SUNOCO LP/SUNOCO FIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 146 shares; 2024Q4: 146 shares; 2025Q1: 146 shares; 2025Q2: 146 shares; 2025Q3: 146 shares; 2025Q4: 146 shares; 2026Q1: 146 shares; 2026Q2: 146 shares 146 $9.86K <0.01% 0 Timeline CAJPY CANON INC ADS (1 SH COM) More: the full row for CANON INC ADS (1 SH COM) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 382 shares; 2024Q4: 382 shares; 2025Q1: 382 shares; 2025Q2: 382 shares; 2025Q3: 382 shares; 2025Q4: 382 shares; 2026Q1: 382 shares; 2026Q2: 382 shares 382 $9.75K <0.01% 0 Timeline VAW VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 43 shares; 2024Q4: 42 shares; 2025Q1: 42 shares; 2025Q2: 42 shares; 2025Q3: 42 shares; 2025Q4: 42 shares; 2026Q1: 42 shares; 2026Q2: 42 shares 42 $9.61K <0.01% 0 Timeline GSPRD GOLDMAN SACHS GROUP, INC (THE) More: the full row for GOLDMAN SACHS GROUP, INC (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 500 shares; 2024Q4: 500 shares; 2025Q1: 500 shares; 2025Q2: 500 shares; 2025Q3: 500 shares; 2025Q4: 500 shares; 2026Q1: 500 shares; 2026Q2: 500 shares 500 $9.44K <0.01% 0 Timeline DEO DIAGEO PLC More: the full row for DIAGEO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 141 shares; 2024Q4: 141 shares; 2025Q1: 141 shares; 2025Q2: 141 shares; 2025Q3: 114 shares; 2025Q4: 114 shares; 2026Q1: 114 shares; 2026Q2: 114 shares 114 $9.16K <0.01% 0 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 144 shares; 2024Q4: 144 shares; 2025Q1: 144 shares; 2025Q2: 144 shares; 2025Q3: 144 shares; 2025Q4: 144 shares; 2026Q1: 144 shares; 2026Q2: 144 shares 144 $9.06K <0.01% 0 Timeline IDU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 80 shares; 2024Q4: 79 shares; 2025Q1: 79 shares; 2025Q2: 79 shares; 2025Q3: 79 shares; 2025Q4: 79 shares; 2026Q1: 79 shares; 2026Q2: 79 shares 79 $9.05K <0.01% 0 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 237 shares; 2024Q4: 237 shares; 2025Q1: 160 shares; 2025Q2: 78 shares; 2025Q3: 75 shares; 2025Q4: 68 shares; 2026Q1: 68 shares; 2026Q2: 33 shares 33 $8.98K <0.01% -35 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: 242 shares; 2024Q4: 242 shares; 2025Q1: 163 shares; 2025Q2: 80 shares; 2025Q3: 77 shares; 2025Q4: 70 shares; 2026Q1: 70 shares; 2026Q2: 70 shares 70 $8.26K <0.01% 0 Timeline INFY INFOSYS LTD More: the full row for INFOSYS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 928 shares; 2024Q4: 928 shares; 2025Q1: 928 shares; 2025Q2: 928 shares; 2025Q3: 754 shares; 2025Q4: 754 shares; 2026Q1: 754 shares; 2026Q2: 754 shares 754 $7.91K <0.01% 0 Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 80 shares; 2024Q4: 80 shares; 2025Q1: 385 shares; 2025Q2: 80 shares; 2025Q3: 80 shares; 2025Q4: 80 shares; 2026Q1: 80 shares; 2026Q2: 80 shares 80 $7.71K <0.01% 0 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 202 shares; 2024Q4: 202 shares; 2025Q1: 159 shares; 2025Q2: 113 shares; 2025Q3: 91 shares; 2025Q4: 87 shares; 2026Q1: 87 shares; 2026Q2: 87 shares 87 $7.37K <0.01% 0 Timeline Q QNITY ELECTRONICS INC More: the full row for QNITY ELECTRONICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 43 shares; 2026Q1: 43 shares; 2026Q2: 43 shares 43 $7.02K <0.01% 0 Timeline AA ALCOA CORP More: the full row for ALCOA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 496 shares; 2024Q4: 496 shares; 2025Q1: 328 shares; 2025Q2: 149 shares; 2025Q3: 149 shares; 2025Q4: 134 shares; 2026Q1: 134 shares; 2026Q2: 134 shares 134 $6.99K <0.01% 0 Timeline HMC HONDA MOTOR CO LTD More: the full row for HONDA MOTOR CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 250 shares; 2024Q4: 250 shares; 2025Q1: 250 shares; 2025Q2: 250 shares; 2025Q3: 250 shares; 2025Q4: 250 shares; 2026Q1: 250 shares; 2026Q2: 250 shares 250 $6.78K <0.01% 0 Timeline FBIN FORTUNE BRANDS INNOVATIONS I More: the full row for FORTUNE BRANDS INNOVATIONS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 123 shares; 2024Q4: 123 shares; 2025Q1: 123 shares; 2025Q2: 123 shares; 2025Q3: 123 shares; 2025Q4: 123 shares; 2026Q1: 123 shares; 2026Q2: 123 shares 123 $6.75K <0.01% 0 Timeline VLTO VERALTO CORP More: the full row for VERALTO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 75 shares; 2024Q4: 75 shares; 2025Q1: 75 shares; 2025Q2: 75 shares; 2025Q3: 75 shares; 2025Q4: 75 shares; 2026Q1: 75 shares; 2026Q2: 75 shares 75 $6.65K <0.01% 0 Timeline GBTC GRAYSCALE BITCOIN TRUST ETF More: the full row for GRAYSCALE BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 182 shares; 2024Q4: 326 shares; 2025Q1: 326 shares; 2025Q2: 326 shares; 2025Q3: 326 shares; 2025Q4: 326 shares; 2026Q1: 144 shares; 2026Q2: 144 shares 144 $6.55K <0.01% 0 Timeline MAT MATTEL INC More: the full row for MATTEL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 584 shares; 2024Q4: 584 shares; 2025Q1: 584 shares; 2025Q2: 584 shares; 2025Q3: 511 shares; 2025Q4: 464 shares; 2026Q1: 464 shares; 2026Q2: 464 shares 464 $6.44K <0.01% 0 Timeline IVZ INVESCO LTD More: the full row for INVESCO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 267 shares; 2024Q4: 267 shares; 2025Q1: 267 shares; 2025Q2: 267 shares; 2025Q3: 267 shares; 2025Q4: 244 shares; 2026Q1: 244 shares; 2026Q2: 244 shares 244 $6.44K <0.01% 0 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 103 shares; 2024Q4: 103 shares; 2025Q1: 103 shares; 2025Q2: 103 shares; 2025Q3: 103 shares; 2025Q4: 103 shares; 2026Q1: 103 shares; 2026Q2: 103 shares 103 $6.38K <0.01% 0 Timeline IYZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 152 shares; 2024Q4: 150 shares; 2025Q1: 150 shares; 2025Q2: 150 shares; 2025Q3: 150 shares; 2025Q4: 150 shares; 2026Q1: 150 shares; 2026Q2: 150 shares 150 $6.35K <0.01% 0 Timeline PINS PINTEREST INC More: the full row for PINTEREST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,300 shares; 2024Q4: 1,300 shares; 2025Q1: 1,050 shares; 2025Q2: 1,050 shares; 2025Q3: 300 shares; 2025Q4: 300 shares; 2026Q1: 300 shares; 2026Q2: 300 shares 300 $6.31K <0.01% 0 Timeline VOD VODAFONE GROUP PLC More: the full row for VODAFONE GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 475 shares; 2024Q4: 475 shares; 2025Q1: 475 shares; 2025Q2: 475 shares; 2025Q3: 475 shares; 2025Q4: 475 shares; 2026Q1: 475 shares; 2026Q2: 475 shares 475 $6.28K <0.01% 0 Timeline LW LAMB WESTON HLDGS INC More: the full row for LAMB WESTON HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 143 shares; 2024Q4: 143 shares; 2025Q1: 143 shares; 2025Q2: 143 shares; 2025Q3: 143 shares; 2025Q4: 143 shares; 2026Q1: 143 shares; 2026Q2: 143 shares 143 $6.17K <0.01% 0 Timeline LYB LYONDELLBASELL INDUSTRIES NV More: the full row for LYONDELLBASELL INDUSTRIES NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 144 shares; 2024Q4: 144 shares; 2025Q1: 144 shares; 2025Q2: 144 shares; 2025Q3: 117 shares; 2025Q4: 117 shares; 2026Q1: 117 shares; 2026Q2: 117 shares 117 $6.16K <0.01% 0 Timeline FLR FLUOR CORP More: the full row for FLUOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 116 shares; 2024Q4: 116 shares; 2025Q1: 116 shares; 2025Q2: 116 shares; 2025Q3: 116 shares; 2025Q4: 116 shares; 2026Q1: 116 shares; 2026Q2: 116 shares 116 $6.08K <0.01% 0 Timeline PTY PIMCO CORPORATE & INCOME OPP More: the full row for PIMCO CORPORATE & INCOME OPP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 500 shares; 2024Q4: 500 shares; 2025Q1: 500 shares; 2025Q2: 500 shares; 2025Q3: 500 shares; 2025Q4: 500 shares; 2026Q1: 500 shares; 2026Q2: 500 shares 500 $6.01K <0.01% 0 Timeline CAG CONAGRA BRANDS INC More: the full row for CONAGRA BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 431 shares; 2024Q4: 431 shares; 2025Q1: 431 shares; 2025Q2: 431 shares; 2025Q3: 431 shares; 2025Q4: 431 shares; 2026Q1: 431 shares; 2026Q2: 431 shares 431 $5.8K <0.01% 0 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 35 shares; 2025Q4: 35 shares; 2026Q1: 35 shares; 2026Q2: 35 shares 35 $5.47K <0.01% 0 Timeline IP INTERNATIONAL PAPER CO More: the full row for INTERNATIONAL PAPER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 487 shares; 2024Q4: 487 shares; 2025Q1: 330 shares; 2025Q2: 162 shares; 2025Q3: 156 shares; 2025Q4: 142 shares; 2026Q1: 142 shares; 2026Q2: 142 shares 142 $5.41K <0.01% 0 Timeline EPSN EPSILON ENERGY LTD More: the full row for EPSILON ENERGY LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,000 shares; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares; 2026Q1: 1,000 shares; 2026Q2: 1,000 shares 1,000 $5.41K <0.01% 0 Timeline USAC USA COMPRESSION PARTNERS LP More: the full row for USA COMPRESSION PARTNERS LP 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: 200 shares; 2026Q2: 200 shares 200 $5.28K <0.01% 0 Timeline FTV FORTIVE CORP More: the full row for FORTIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 80 shares; 2024Q4: 80 shares; 2025Q1: 80 shares; 2025Q2: 80 shares; 2025Q3: 80 shares; 2025Q4: 80 shares; 2026Q1: 80 shares; 2026Q2: 80 shares 80 $4.89K <0.01% 0 Timeline BST BLACKROCK SCIENCE & TECHNOLO More: the full row for BLACKROCK SCIENCE & TECHNOLO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 96 shares; 2024Q4: 96 shares; 2025Q1: 96 shares; 2025Q2: 96 shares; 2025Q3: 96 shares; 2025Q4: 96 shares; 2026Q1: 96 shares; 2026Q2: 96 shares 96 $4.87K <0.01% 0 Timeline FDXF FEDEX FGHT HLDG CO INC More: the full row for FEDEX FGHT HLDG CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 32 shares 32 $4.83K <0.01% new Timeline NGL NGL ENERGY PARTNERS LP More: the full row for NGL ENERGY PARTNERS LP 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 $4.78K <0.01% 0 Timeline VDE VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 32 shares; 2024Q4: 31 shares; 2025Q1: 31 shares; 2025Q2: 31 shares; 2025Q3: 31 shares; 2025Q4: 31 shares; 2026Q1: 31 shares; 2026Q2: 31 shares 31 $4.65K <0.01% 0 Timeline QYLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 250 shares; 2024Q4: 250 shares; 2025Q1: 250 shares; 2025Q2: 250 shares; 2025Q3: 250 shares; 2025Q4: 250 shares; 2026Q1: 250 shares; 2026Q2: 250 shares 250 $4.61K <0.01% 0 Timeline WU WESTERN UN CO More: the full row for WESTERN UN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,357 shares; 2024Q4: 1,357 shares; 2025Q1: 1,357 shares; 2025Q2: 1,357 shares; 2025Q3: 1,217 shares; 2025Q4: 597 shares; 2026Q1: 597 shares; 2026Q2: 597 shares 597 $4.6K <0.01% 0 Timeline VSXY VICTORIAS SECRET AND CO More: the full row for VICTORIAS SECRET AND CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 188 shares; 2024Q4: 188 shares; 2025Q1: 55 shares; 2025Q2: 55 shares; 2025Q3: 55 shares; 2025Q4: 50 shares; 2026Q1: 50 shares; 2026Q2: 50 shares 50 $4.17K <0.01% 0 Timeline GEHC GE HEALTHCARE TECHNOLOGIES I More: the full row for GE HEALTHCARE TECHNOLOGIES I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 134 shares; 2024Q4: 134 shares; 2025Q1: 84 shares; 2025Q2: 84 shares; 2025Q3: 65 shares; 2025Q4: 65 shares; 2026Q1: 65 shares; 2026Q2: 65 shares 65 $4.16K <0.01% 0 Timeline BBWI BATH & BODY WORKS INC More: the full row for BATH & BODY WORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 602 shares; 2024Q4: 602 shares; 2025Q1: 409 shares; 2025Q2: 203 shares; 2025Q3: 195 shares; 2025Q4: 178 shares; 2026Q1: 178 shares; 2026Q2: 178 shares 178 $4.12K <0.01% 0 Timeline UTG REAVES UTIL INCOME FD More: the full row for REAVES UTIL INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 100 shares; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 100 shares; 2025Q4: 100 shares; 2026Q1: 100 shares; 2026Q2: 100 shares 100 $4.07K <0.01% 0 Timeline DVA DAVITA INC More: the full row for DAVITA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18 shares; 2024Q4: 18 shares; 2025Q1: 18 shares; 2025Q2: 18 shares; 2025Q3: 18 shares; 2025Q4: 18 shares; 2026Q1: 18 shares; 2026Q2: 18 shares 18 $4K <0.01% 0 Timeline GTX GARRETT MOTION INC More: the full row for GARRETT MOTION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 116 shares; 2024Q4: 116 shares; 2025Q1: 116 shares; 2025Q2: 116 shares; 2025Q3: 116 shares; 2025Q4: 107 shares; 2026Q1: 107 shares; 2026Q2: 107 shares 107 $3.88K <0.01% 0 Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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 $3.66K <0.01% new Timeline XAWFX ALLIANCEBERNSTEIN GLOBAL HIG More: the full row for ALLIANCEBERNSTEIN GLOBAL HIG 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: 350 shares; 2025Q4: 350 shares; 2026Q1: 350 shares; 2026Q2: 350 shares 350 $3.6K <0.01% 0 Timeline ARDC ARES DYNAMIC CR ALLOCATION F More: the full row for ARES DYNAMIC CR ALLOCATION F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 275 shares; 2024Q4: 275 shares; 2025Q1: 275 shares; 2025Q2: 275 shares; 2025Q3: 275 shares; 2025Q4: 275 shares; 2026Q1: 275 shares; 2026Q2: 275 shares 275 $3.47K <0.01% 0 Timeline CDP COPT DEFENSE PROPERTIES More: the full row for COPT DEFENSE PROPERTIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 95 shares; 2024Q4: 95 shares; 2025Q1: 95 shares; 2025Q2: 95 shares; 2025Q3: 95 shares; 2025Q4: 95 shares; 2026Q1: 95 shares; 2026Q2: 95 shares 95 $3.46K <0.01% 0 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 228 shares; 2024Q4: 228 shares; 2025Q1: 228 shares; 2025Q2: 228 shares; 2025Q3: 228 shares; 2025Q4: 15 shares; 2026Q1: 15 shares; 2026Q2: 15 shares 15 $3.4K <0.01% 0 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15 shares; 2024Q4: 15 shares; 2025Q1: 15 shares; 2025Q2: 15 shares; 2025Q3: 15 shares; 2025Q4: 15 shares; 2026Q1: 15 shares; 2026Q2: 15 shares 15 $3.36K <0.01% 0 Timeline DFIN DONNELLEY FINL SOLUTIONS INC More: the full row for DONNELLEY FINL SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 76 shares; 2024Q4: 76 shares; 2025Q1: 76 shares; 2025Q2: 76 shares; 2025Q3: 76 shares; 2025Q4: 76 shares; 2026Q1: 76 shares; 2026Q2: 76 shares 76 $3.19K <0.01% 0 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27 shares; 2024Q4: 27 shares; 2025Q1: 27 shares; 2025Q2: 27 shares; 2025Q3: 27 shares; 2025Q4: 27 shares; 2026Q1: 27 shares; 2026Q2: 27 shares 27 $3.17K <0.01% 0 Timeline CMS CMS ENERGY CORP More: the full row for CMS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 39 shares; 2024Q4: 39 shares; 2025Q1: 39 shares; 2025Q2: 39 shares; 2025Q3: 39 shares; 2025Q4: 39 shares; 2026Q1: 39 shares; 2026Q2: 39 shares 39 $2.98K <0.01% 0 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30 shares; 2024Q4: 30 shares; 2025Q1: 30 shares; 2025Q2: 30 shares; 2025Q3: 30 shares; 2025Q4: 5,845 shares; 2026Q1: 30 shares; 2026Q2: 30 shares 30 $2.97K <0.01% 0 Timeline SDZNY SANDOZ GROUP AG SPONSORED ADS More: the full row for SANDOZ GROUP AG SPONSORED ADS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 40 shares; 2024Q4: 40 shares; 2025Q1: 40 shares; 2025Q2: 40 shares; 2025Q3: 32 shares; 2025Q4: 32 shares; 2026Q1: 32 shares; 2026Q2: 32 shares 32 $2.9K <0.01% 0 Timeline MICC MAGNUM ICE CREAM CO NV More: the full row for MAGNUM ICE CREAM CO NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 163 shares; 2026Q1: 163 shares; 2026Q2: 163 shares 163 $2.84K <0.01% 0 Timeline RHI ROBERT HALF INC. More: the full row for ROBERT HALF INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 574 shares; 2024Q4: 574 shares; 2025Q1: 390 shares; 2025Q2: 192 shares; 2025Q3: 192 shares; 2025Q4: 175 shares; 2026Q1: 175 shares; 2026Q2: 91 shares 91 $2.79K <0.01% -84 Timeline DGX QUEST DIAGNOSTICS INC More: the full row for QUEST DIAGNOSTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13 shares; 2024Q4: 13 shares; 2025Q1: 13 shares; 2025Q2: 13 shares; 2025Q3: 13 shares; 2025Q4: 13 shares; 2026Q1: 13 shares; 2026Q2: 13 shares 13 $2.75K <0.01% 0 Timeline BXP BXP INC More: the full row for BXP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 41 shares; 2024Q4: 41 shares; 2025Q1: 41 shares; 2025Q2: 41 shares; 2025Q3: 41 shares; 2025Q4: 41 shares; 2026Q1: 41 shares; 2026Q2: 41 shares 41 $2.72K <0.01% 0 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: 12 shares; 2024Q4: 12 shares; 2025Q1: 12 shares; 2025Q2: 12 shares; 2025Q3: 12 shares; 2025Q4: 12 shares; 2026Q1: 12 shares; 2026Q2: 12 shares 12 $2.69K <0.01% 0 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: 22 shares; 2024Q4: 22 shares; 2025Q1: 22 shares; 2025Q2: 22 shares; 2025Q3: 22 shares; 2025Q4: 22 shares; 2026Q1: 22 shares; 2026Q2: 22 shares 22 $2.6K <0.01% 0 Timeline ACLLY ACCELLERON INDS LTD ADR(CHE) More: the full row for ACCELLERON INDS LTD ADR(CHE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30 shares; 2024Q4: 30 shares; 2025Q1: 30 shares; 2025Q2: 30 shares; 2025Q3: 24 shares; 2025Q4: 24 shares; 2026Q1: 24 shares; 2026Q2: 24 shares 24 $2.47K <0.01% 0 Timeline REZI RESIDEO TECHNOLOGIES INC More: the full row for RESIDEO TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 276 shares; 2024Q4: 276 shares; 2025Q1: 276 shares; 2025Q2: 276 shares; 2025Q3: 178 shares; 2025Q4: 78 shares; 2026Q1: 78 shares; 2026Q2: 78 shares 78 $2.43K <0.01% 0 Timeline CLF CLEVELAND-CLIFFS INC NEW More: the full row for CLEVELAND-CLIFFS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 254 shares; 2024Q4: 254 shares; 2025Q1: 254 shares; 2025Q2: 254 shares; 2025Q3: 254 shares; 2025Q4: 254 shares; 2026Q1: 254 shares; 2026Q2: 254 shares 254 $2.38K <0.01% 0 Timeline DOW DOW HLDGS INC More: the full row for DOW HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 212 shares; 2024Q4: 212 shares; 2025Q1: 159 shares; 2025Q2: 113 shares; 2025Q3: 91 shares; 2025Q4: 87 shares; 2026Q1: 87 shares; 2026Q2: 87 shares 87 $2.38K <0.01% 0 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,210 shares; 2024Q4: 5,210 shares; 2025Q1: 145 shares; 2025Q2: 77 shares; 2025Q3: 57 shares; 2025Q4: 51 shares; 2026Q1: 51 shares; 2026Q2: 22 shares 22 $2.37K <0.01% -29 Timeline WPP WPP PLC NEW More: the full row for WPP PLC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 185 shares; 2024Q4: 185 shares; 2025Q1: 185 shares; 2025Q2: 185 shares; 2025Q3: 150 shares; 2025Q4: 150 shares; 2026Q1: 150 shares; 2026Q2: 150 shares 150 $2.32K <0.01% 0 Timeline NTAP NETAPP INC More: the full row for NETAPP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15 shares; 2024Q4: 15 shares; 2025Q1: 15 shares; 2025Q2: 15 shares; 2025Q3: 15 shares; 2025Q4: 15 shares; 2026Q1: 15 shares; 2026Q2: 15 shares 15 $2.32K <0.01% 0 Timeline WAB WABTEC More: the full row for WABTEC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11 shares; 2024Q4: 11 shares; 2025Q1: 11 shares; 2025Q2: 11 shares; 2025Q3: 9 shares; 2025Q4: 9 shares; 2026Q1: 9 shares; 2026Q2: 8 shares 8 $2.16K <0.01% -1 Timeline ALC ALCON AG More: the full row for ALCON AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 40 shares; 2024Q4: 40 shares; 2025Q1: 40 shares; 2025Q2: 40 shares; 2025Q3: 32 shares; 2025Q4: 32 shares; 2026Q1: 32 shares; 2026Q2: 32 shares 32 $2.15K <0.01% 0 Timeline FUN SIX FLAGS ENTERTAINMENT CORP More: the full row for SIX FLAGS ENTERTAINMENT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 100 shares; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 100 shares; 2025Q4: 100 shares; 2026Q1: 100 shares; 2026Q2: 100 shares 100 $2.13K <0.01% 0 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13 shares; 2024Q4: 13 shares; 2025Q1: 13 shares; 2025Q2: 13 shares; 2025Q3: 13 shares; 2025Q4: 13 shares; 2026Q1: 13 shares; 2026Q2: 13 shares 13 $2.13K <0.01% 0 Timeline HLN HALEON PLC More: the full row for HALEON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 271 shares; 2024Q4: 271 shares; 2025Q1: 271 shares; 2025Q2: 271 shares; 2025Q3: 211 shares; 2025Q4: 211 shares; 2026Q1: 211 shares; 2026Q2: 211 shares 211 $1.97K <0.01% 0 Timeline RAL RALLIANT CORP More: the full row for RALLIANT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 26 shares; 2025Q3: 26 shares; 2025Q4: 26 shares; 2026Q1: 26 shares; 2026Q2: 26 shares 26 $1.91K <0.01% 0 Timeline FRO FRONTLINE PLC More: the full row for FRONTLINE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 55 shares; 2024Q4: 55 shares; 2025Q1: 55 shares; 2025Q2: 55 shares; 2025Q3: 55 shares; 2025Q4: 55 shares; 2026Q1: 55 shares; 2026Q2: 55 shares 55 $1.91K <0.01% 0 Timeline CHTR CHARTER COMMUNICATIONS INC More: the full row for CHARTER COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13 shares; 2024Q4: 13 shares; 2025Q1: 13 shares; 2025Q2: 13 shares; 2025Q3: 13 shares; 2025Q4: 13 shares; 2026Q1: 13 shares; 2026Q2: 13 shares 13 $1.85K <0.01% 0 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16 shares; 2024Q4: 16 shares; 2025Q1: 16 shares; 2025Q2: 16 shares; 2025Q3: 16 shares; 2025Q4: 16 shares; 2026Q1: 16 shares; 2026Q2: 16 shares 16 $1.73K <0.01% 0 Timeline WDS WOODSIDE ENERGY GROUP LTD More: the full row for WOODSIDE ENERGY GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 111 shares; 2024Q4: 111 shares; 2025Q1: 111 shares; 2025Q2: 111 shares; 2025Q3: 89 shares; 2025Q4: 89 shares; 2026Q1: 89 shares; 2026Q2: 89 shares 89 $1.72K <0.01% 0 Timeline NWL NEWELL BRANDS INC More: the full row for NEWELL BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 279 shares; 2024Q4: 279 shares; 2025Q1: 279 shares; 2025Q2: 279 shares; 2025Q3: 279 shares; 2025Q4: 279 shares; 2026Q1: 279 shares; 2026Q2: 279 shares 279 $1.71K <0.01% 0 Timeline CHRW C H ROBINSON WORLDWIDE IN More: the full row for C H ROBINSON WORLDWIDE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9 shares; 2024Q4: 9 shares; 2025Q1: 9 shares; 2025Q2: 9 shares; 2025Q3: 9 shares; 2025Q4: 9 shares; 2026Q1: 9 shares; 2026Q2: 9 shares 9 $1.7K <0.01% 0 Timeline DOC HEALTHPEAK PROPERTIES INC More: the full row for HEALTHPEAK PROPERTIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 78 shares; 2024Q4: 78 shares; 2025Q1: 78 shares; 2025Q2: 78 shares; 2025Q3: 78 shares; 2025Q4: 78 shares; 2026Q1: 78 shares; 2026Q2: 78 shares 78 $1.67K <0.01% 0 Timeline VNO VORNADO RLTY TR More: the full row for VORNADO RLTY TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 40 shares; 2024Q4: 40 shares; 2025Q1: 40 shares; 2025Q2: 40 shares; 2025Q3: 40 shares; 2025Q4: 40 shares; 2026Q1: 40 shares; 2026Q2: 40 shares 40 $1.57K <0.01% 0 Timeline SJM SMUCKER J M CO More: the full row for SMUCKER J M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12 shares; 2024Q4: 12 shares; 2025Q1: 12 shares; 2025Q2: 12 shares; 2025Q3: 12 shares; 2025Q4: 12 shares; 2026Q1: 12 shares; 2026Q2: 12 shares 12 $1.35K <0.01% 0 Timeline MBC MASTERBRAND INC More: the full row for MASTERBRAND INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 123 shares; 2024Q4: 123 shares; 2025Q1: 123 shares; 2025Q2: 123 shares; 2025Q3: 123 shares; 2025Q4: 123 shares; 2026Q1: 123 shares; 2026Q2: 123 shares 123 $1.27K <0.01% 0 Timeline IFF INTERNATIONAL FLAVORS&FRAGRA More: the full row for INTERNATIONAL FLAVORS&FRAGRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15 shares; 2024Q4: 15 shares; 2025Q1: 15 shares; 2025Q2: 15 shares; 2025Q3: 15 shares; 2025Q4: 15 shares; 2026Q1: 15 shares; 2026Q2: 15 shares 15 $1.19K <0.01% 0 Timeline SWK STANLEY BLACK & DECKER INC More: the full row for STANLEY BLACK & DECKER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12 shares; 2024Q4: 12 shares; 2025Q1: 12 shares; 2025Q2: 12 shares; 2025Q3: 12 shares; 2025Q4: 12 shares; 2026Q1: 12 shares; 2026Q2: 12 shares 12 $1.13K <0.01% 0 Timeline SW SMURFIT WESTROCK PLC More: the full row for SMURFIT WESTROCK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23 shares; 2024Q4: 23 shares; 2025Q1: 23 shares; 2025Q2: 23 shares; 2025Q3: 23 shares; 2025Q4: 23 shares; 2026Q1: 23 shares; 2026Q2: 23 shares 23 $1.06K <0.01% 0 Timeline HOG HARLEY DAVIDSON INC More: the full row for HARLEY DAVIDSON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 154 shares; 2024Q4: 154 shares; 2025Q1: 132 shares; 2025Q2: 132 shares; 2025Q3: 132 shares; 2025Q4: 121 shares; 2026Q1: 121 shares; 2026Q2: 42 shares 42 $1.03K <0.01% -79 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: 10 shares; 2024Q4: 50 shares; 2025Q1: 50 shares; 2025Q2: 50 shares; 2025Q3: 50 shares; 2025Q4: 50 shares; 2026Q1: 50 shares; 2026Q2: 50 shares 50 $1K <0.01% 0 Timeline OGN ORGANON & CO More: the full row for ORGANON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 98 shares; 2024Q4: 98 shares; 2025Q1: 98 shares; 2025Q2: 98 shares; 2025Q3: 93 shares; 2025Q4: 93 shares; 2026Q1: 65 shares; 2026Q2: 65 shares 65 $880 <0.01% 0 Timeline CTSH COGNIZANT TECHNOLOGY SOLUTIO More: the full row for COGNIZANT TECHNOLOGY SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21 shares; 2024Q4: 21 shares; 2025Q1: 21 shares; 2025Q2: 21 shares; 2025Q3: 21 shares; 2025Q4: 21 shares; 2026Q1: 21 shares; 2026Q2: 21 shares 21 $813 <0.01% 0 Timeline VNT VONTIER CORPORATION More: the full row for VONTIER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26 shares; 2024Q4: 26 shares; 2025Q1: 26 shares; 2025Q2: 26 shares; 2025Q3: 26 shares; 2025Q4: 26 shares; 2026Q1: 26 shares; 2026Q2: 26 shares 26 $754 <0.01% 0 Timeline GRAL GRAIL INC More: the full row for GRAIL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17 shares; 2024Q4: 17 shares; 2025Q1: 10 shares; 2025Q2: 10 shares; 2025Q3: 10 shares; 2025Q4: 10 shares; 2026Q1: 10 shares; 2026Q2: 10 shares 10 $683 <0.01% 0 Timeline MDXG MIMEDX GROUP INC More: the full row for MIMEDX GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,670 shares; 2024Q4: 3,670 shares; 2025Q1: 170 shares; 2025Q2: 170 shares; 2025Q3: 170 shares; 2025Q4: 170 shares; 2026Q1: 170 shares; 2026Q2: 170 shares 170 $654 <0.01% 0 Timeline KD KYNDRYL HLDGS INC More: the full row for KYNDRYL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 117 shares; 2024Q4: 117 shares; 2025Q1: 117 shares; 2025Q2: 117 shares; 2025Q3: 117 shares; 2025Q4: 57 shares; 2026Q1: 57 shares; 2026Q2: 57 shares 57 $645 <0.01% 0 Timeline NGVT INGEVITY CORP More: the full row for INGEVITY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7 shares; 2024Q4: 7 shares; 2025Q1: 7 shares; 2025Q2: 7 shares; 2025Q3: 7 shares; 2025Q4: 7 shares; 2026Q1: 7 shares; 2026Q2: 7 shares 7 $523 <0.01% 0 Timeline ASIX ADVANSIX INC More: the full row for ADVANSIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 49 shares; 2024Q4: 49 shares; 2025Q1: 49 shares; 2025Q2: 49 shares; 2025Q3: 49 shares; 2025Q4: 25 shares; 2026Q1: 25 shares; 2026Q2: 25 shares 25 $497 <0.01% 0 Timeline UE URBAN EDGE PPTYS More: the full row for URBAN EDGE PPTYS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20 shares; 2024Q4: 20 shares; 2025Q1: 20 shares; 2025Q2: 20 shares; 2025Q3: 20 shares; 2025Q4: 20 shares; 2026Q1: 20 shares; 2026Q2: 20 shares 20 $458 <0.01% 0 Timeline SAIC SCIENCE APPLICATIONS INTL CO More: the full row for SCIENCE APPLICATIONS INTL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4 shares; 2024Q4: 4 shares; 2025Q1: 4 shares; 2025Q2: 4 shares; 2025Q3: 4 shares; 2025Q4: 4 shares; 2026Q1: 4 shares; 2026Q2: 4 shares 4 $442 <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: 29 shares; 2024Q4: 29 shares; 2025Q1: 29 shares; 2025Q2: 29 shares; 2025Q3: 19 shares; 2025Q4: 19 shares; 2026Q1: 19 shares; 2026Q2: 19 shares 19 $390 <0.01% 0 Timeline TRIP TRIPADVISOR INC More: the full row for TRIPADVISOR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24 shares; 2024Q4: 24 shares; 2025Q1: 24 shares; 2025Q2: 24 shares; 2025Q3: 24 shares; 2025Q4: 24 shares; 2026Q1: 24 shares; 2026Q2: 24 shares 24 $329 <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: 4 shares; 2024Q4: 4 shares; 2025Q1: 4 shares; 2025Q2: 4 shares; 2025Q3: 4 shares; 2025Q4: 4 shares; 2026Q1: 4 shares; 2026Q2: 4 shares 4 $298 <0.01% 0 Timeline JBGS JBG SMITH PPTYS More: the full row for JBG SMITH PPTYS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20 shares; 2024Q4: 20 shares; 2025Q1: 20 shares; 2025Q2: 20 shares; 2025Q3: 20 shares; 2025Q4: 20 shares; 2026Q1: 20 shares; 2026Q2: 20 shares 20 $293 <0.01% 0 Timeline AVNS AVANOS MED INC More: the full row for AVANOS MED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11 shares; 2024Q4: 11 shares; 2025Q1: 11 shares; 2025Q2: 11 shares; 2025Q3: 8 shares; 2025Q4: 8 shares; 2026Q1: 8 shares; 2026Q2: 8 shares 8 $199 <0.01% 0 Timeline ADNT ADIENT PLC More: the full row for ADIENT PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18 shares; 2024Q4: 18 shares; 2025Q1: 18 shares; 2025Q2: 18 shares; 2025Q3: 10 shares; 2025Q4: 10 shares; 2026Q1: 10 shares; 2026Q2: 10 shares 10 $184 <0.01% 0 Timeline RMR RMR GROUP INC More: the full row for RMR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7 shares; 2024Q4: 7 shares; 2025Q1: 7 shares; 2025Q2: 7 shares; 2025Q3: 6 shares; 2025Q4: 6 shares; 2026Q1: 6 shares; 2026Q2: 6 shares 6 $123 <0.01% 0 Timeline SFGYY SONY FINL GROUP INC ADR (JPN) More: the full row for SONY FINL GROUP INC ADR (JPN) 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 shares; 2026Q1: 10 shares; 2026Q2: 10 shares 10 $43 <0.01% 0 Timeline ONL ORION PROPERTIES INC More: the full row for ORION PROPERTIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10 shares; 2024Q4: 10 shares; 2025Q1: 10 shares; 2025Q2: 10 shares; 2025Q3: 10 shares; 2025Q4: 10 shares; 2026Q1: 10 shares; 2026Q2: 10 shares 10 $29 <0.01% 0 Timeline