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: 24,308 shares; 2024Q4: 24,348 shares; 2025Q1: 24,927 shares; 2025Q2: 26,144 shares; 2025Q3: 25,860 shares; 2025Q4: 25,700 shares; 2026Q1: 25,002 shares; 2026Q2: 25,267 shares 25,267 $18.9M 4.23% +265 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: 48,480 shares; 2024Q4: 49,510 shares; 2025Q1: 51,006 shares; 2025Q2: 52,406 shares; 2025Q3: 52,201 shares; 2025Q4: 53,233 shares; 2026Q1: 52,670 shares; 2026Q2: 52,545 shares 52,545 $18.8M 4.21% -125 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: 48,944 shares; 2024Q4: 49,601 shares; 2025Q1: 50,901 shares; 2025Q2: 50,826 shares; 2025Q3: 50,276 shares; 2025Q4: 49,651 shares; 2026Q1: 50,016 shares; 2026Q2: 49,905 shares 49,905 $14.4M 3.24% -111 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: 42,695 shares; 2024Q4: 46,810 shares; 2025Q1: 48,411 shares; 2025Q2: 49,707 shares; 2025Q3: 50,832 shares; 2025Q4: 53,977 shares; 2026Q1: 55,063 shares; 2026Q2: 55,895 shares 55,895 $13.3M 2.99% +832 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: 29,868 shares; 2024Q4: 29,828 shares; 2025Q1: 29,904 shares; 2025Q2: 29,705 shares; 2025Q3: 29,420 shares; 2025Q4: 29,775 shares; 2026Q1: 30,211 shares; 2026Q2: 30,974 shares 30,974 $11.6M 2.59% +763 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: 26,642 shares; 2024Q4: 27,572 shares; 2025Q1: 31,634 shares; 2025Q2: 31,534 shares; 2025Q3: 31,294 shares; 2025Q4: 30,569 shares; 2026Q1: 31,267 shares; 2026Q2: 30,713 shares 30,713 $10.9M 2.43% -554 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: 22,692 shares; 2024Q4: 22,236 shares; 2025Q1: 23,039 shares; 2025Q2: 23,083 shares; 2025Q3: 22,714 shares; 2025Q4: 23,934 shares; 2026Q1: 24,041 shares; 2026Q2: 24,121 shares 24,121 $8.73M 1.96% +80 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 59,900 shares; 2024Q4: 59,488 shares; 2025Q1: 63,463 shares; 2025Q2: 63,553 shares; 2025Q3: 63,268 shares; 2025Q4: 67,093 shares; 2026Q1: 67,744 shares; 2026Q2: 68,536 shares 68,536 $8.44M 1.89% +792 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,350 shares; 2024Q4: 20,575 shares; 2025Q1: 23,837 shares; 2025Q2: 23,512 shares; 2025Q3: 23,512 shares; 2025Q4: 24,187 shares; 2026Q1: 24,449 shares; 2026Q2: 24,954 shares 24,954 $8.36M 1.87% +505 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: 20,414 shares; 2024Q4: 21,043 shares; 2025Q1: 21,488 shares; 2025Q2: 21,788 shares; 2025Q3: 22,084 shares; 2025Q4: 24,781 shares; 2026Q1: 24,766 shares; 2026Q2: 24,747 shares 24,747 $8.1M 1.82% -19 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 27,423 shares; 2025Q2: 76,068 shares; 2025Q3: 70,826 shares; 2025Q4: 49,096 shares; 2026Q1: 73,276 shares; 2026Q2: 83,931 shares 83,931 $7.69M 1.73% +10,655 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: 28,091 shares; 2024Q4: 28,038 shares; 2025Q1: 28,219 shares; 2025Q2: 28,045 shares; 2025Q3: 28,045 shares; 2025Q4: 28,579 shares; 2026Q1: 28,857 shares; 2026Q2: 28,996 shares 28,996 $7.3M 1.64% +139 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: 7,160 shares; 2024Q4: 7,160 shares; 2025Q1: 8,560 shares; 2025Q2: 8,512 shares; 2025Q3: 8,512 shares; 2025Q4: 10,274 shares; 2026Q1: 10,317 shares; 2026Q2: 9,832 shares 9,832 $7.01M 1.57% -485 Timeline CNI CANADIAN NATL RY CO More: the full row for CANADIAN NATL RY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 43,970 shares; 2024Q4: 44,998 shares; 2025Q1: 49,248 shares; 2025Q2: 49,248 shares; 2025Q3: 48,978 shares; 2025Q4: 54,778 shares; 2026Q1: 54,928 shares; 2026Q2: 54,928 shares 54,928 $6.55M 1.47% 0 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: 17,975 shares; 2024Q4: 19,395 shares; 2025Q1: 22,480 shares; 2025Q2: 28,836 shares; 2025Q3: 28,521 shares; 2025Q4: 28,251 shares; 2026Q1: 30,082 shares; 2026Q2: 31,140 shares 31,140 $6.23M 1.4% +1,058 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,545 shares; 2024Q4: 9,313 shares; 2025Q1: 10,319 shares; 2025Q2: 10,355 shares; 2025Q3: 10,320 shares; 2025Q4: 10,395 shares; 2026Q1: 10,539 shares; 2026Q2: 12,192 shares 12,192 $6.1M 1.37% +1,653 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: 7,960 shares; 2024Q4: 7,816 shares; 2025Q1: 8,451 shares; 2025Q2: 8,701 shares; 2025Q3: 8,681 shares; 2025Q4: 9,506 shares; 2026Q1: 9,843 shares; 2026Q2: 10,080 shares 10,080 $5.68M 1.27% +237 Timeline ARCC ARES CAPITAL CORP More: the full row for ARES CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 101,425 shares; 2024Q4: 116,200 shares; 2025Q1: 132,550 shares; 2025Q2: 146,116 shares; 2025Q3: 145,366 shares; 2025Q4: 196,275 shares; 2026Q1: 219,475 shares; 2026Q2: 265,633 shares 265,633 $4.92M 1.1% +46,158 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: 16,006 shares; 2024Q4: 16,239 shares; 2025Q1: 16,243 shares; 2025Q2: 16,244 shares; 2025Q3: 16,244 shares; 2025Q4: 16,244 shares; 2026Q1: 16,260 shares; 2026Q2: 16,271 shares 16,271 $4.85M 1.09% +11 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: 6,727 shares; 2024Q4: 6,668 shares; 2025Q1: 6,666 shares; 2025Q2: 7,006 shares; 2025Q3: 6,806 shares; 2025Q4: 8,581 shares; 2026Q1: 8,953 shares; 2026Q2: 9,120 shares 9,120 $4.57M 1.03% +167 Timeline WPC WP CAREY INC More: the full row for WP CAREY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 47,106 shares; 2024Q4: 48,641 shares; 2025Q1: 47,994 shares; 2025Q2: 48,147 shares; 2025Q3: 53,601 shares; 2025Q4: 55,794 shares; 2026Q1: 56,314 shares; 2026Q2: 61,807 shares 61,807 $4.42M 0.99% +5,493 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: 14,585 shares; 2024Q4: 14,435 shares; 2025Q1: 15,294 shares; 2025Q2: 15,294 shares; 2025Q3: 15,294 shares; 2025Q4: 15,294 shares; 2026Q1: 15,101 shares; 2026Q2: 15,105 shares 15,105 $4.39M 0.98% +4 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,889 shares; 2024Q4: 12,648 shares; 2025Q1: 12,562 shares; 2025Q2: 12,362 shares; 2025Q3: 12,362 shares; 2025Q4: 12,212 shares; 2026Q1: 12,637 shares; 2026Q2: 12,507 shares 12,507 $4.27M 0.96% -130 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: 32,187 shares; 2024Q4: 34,182 shares; 2025Q1: 35,415 shares; 2025Q2: 33,085 shares; 2025Q3: 32,660 shares; 2025Q4: 32,887 shares; 2026Q1: 33,073 shares; 2026Q2: 33,055 shares 33,055 $4.25M 0.95% -18 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: 4,286 shares; 2024Q4: 4,288 shares; 2025Q1: 4,578 shares; 2025Q2: 4,593 shares; 2025Q3: 4,588 shares; 2025Q4: 6,588 shares; 2026Q1: 6,680 shares; 2026Q2: 6,372 shares 6,372 $4.04M 0.91% -308 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,960 shares; 2024Q4: 11,499 shares; 2025Q1: 13,224 shares; 2025Q2: 13,149 shares; 2025Q3: 12,799 shares; 2025Q4: 14,574 shares; 2026Q1: 14,482 shares; 2026Q2: 14,475 shares 14,475 $4.03M 0.9% -7 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: 26,825 shares; 2024Q4: 28,357 shares; 2025Q1: 29,640 shares; 2025Q2: 30,743 shares; 2025Q3: 30,503 shares; 2025Q4: 31,295 shares; 2026Q1: 29,665 shares; 2026Q2: 29,086 shares 29,086 $3.98M 0.89% -579 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: 2,044 shares; 2024Q4: 3,278 shares; 2025Q1: 3,424 shares; 2025Q2: 3,385 shares; 2025Q3: 3,320 shares; 2025Q4: 3,320 shares; 2026Q1: 3,353 shares; 2026Q2: 3,308 shares 3,308 $3.97M 0.89% -45 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,285 shares; 2024Q4: 25,686 shares; 2025Q1: 26,165 shares; 2025Q2: 26,365 shares; 2025Q3: 27,645 shares; 2025Q4: 30,130 shares; 2026Q1: 30,386 shares; 2026Q2: 30,537 shares 30,537 $3.59M 0.81% +151 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: 13,555 shares; 2024Q4: 12,584 shares; 2025Q1: 13,869 shares; 2025Q2: 13,276 shares; 2025Q3: 13,098 shares; 2025Q4: 13,582 shares; 2026Q1: 13,752 shares; 2026Q2: 14,036 shares 14,036 $3.56M 0.8% +284 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: 17,050 shares; 2024Q4: 18,125 shares; 2025Q1: 17,075 shares; 2025Q2: 17,100 shares; 2025Q3: 15,310 shares; 2025Q4: 15,500 shares; 2026Q1: 12,669 shares; 2026Q2: 13,455 shares 13,455 $3.44M 0.77% +786 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: 12,784 shares; 2024Q4: 12,784 shares; 2025Q1: 12,807 shares; 2025Q2: 18,445 shares; 2025Q3: 20,347 shares; 2025Q4: 20,348 shares; 2026Q1: 20,394 shares; 2026Q2: 20,401 shares 20,401 $3.4M 0.76% +7 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 73,692 shares; 2024Q4: 74,525 shares; 2025Q1: 74,393 shares; 2025Q2: 75,568 shares; 2025Q3: 75,343 shares; 2025Q4: 74,443 shares; 2026Q1: 75,763 shares; 2026Q2: 77,778 shares 77,778 $3.32M 0.74% +2,015 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: 3,323 shares; 2024Q4: 3,293 shares; 2025Q1: 3,391 shares; 2025Q2: 3,396 shares; 2025Q3: 3,426 shares; 2025Q4: 3,326 shares; 2026Q1: 3,378 shares; 2026Q2: 3,382 shares 3,382 $3.16M 0.71% +4 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: 3,997 shares; 2024Q4: 4,017 shares; 2025Q1: 4,168 shares; 2025Q2: 4,298 shares; 2025Q3: 4,323 shares; 2025Q4: 41,984 shares; 2026Q1: 43,669 shares; 2026Q2: 43,963 shares 43,963 $3.14M 0.7% +294 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: 8,362 shares; 2024Q4: 8,705 shares; 2025Q1: 8,805 shares; 2025Q2: 8,806 shares; 2025Q3: 8,776 shares; 2025Q4: 8,776 shares; 2026Q1: 9,097 shares; 2026Q2: 9,024 shares 9,024 $3.1M 0.69% -73 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: 37,237 shares; 2024Q4: 37,237 shares; 2025Q1: 37,237 shares; 2025Q2: 37,237 shares; 2025Q3: 37,237 shares; 2025Q4: 27,927 shares; 2026Q1: 27,927 shares; 2026Q2: 27,927 shares 27,927 $2.97M 0.67% 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: 13,488 shares; 2024Q4: 14,800 shares; 2025Q1: 15,318 shares; 2025Q2: 15,648 shares; 2025Q3: 15,495 shares; 2025Q4: 15,890 shares; 2026Q1: 15,283 shares; 2026Q2: 15,520 shares 15,520 $2.94M 0.66% +237 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 50,195 shares; 2024Q4: 48,858 shares; 2025Q1: 55,929 shares; 2025Q2: 56,054 shares; 2025Q3: 54,883 shares; 2025Q4: 59,095 shares; 2026Q1: 59,204 shares; 2026Q2: 59,224 shares 59,224 $2.84M 0.64% +20 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,192 shares; 2024Q4: 15,192 shares; 2025Q1: 15,192 shares; 2025Q2: 15,578 shares; 2025Q3: 15,448 shares; 2025Q4: 15,448 shares; 2026Q1: 15,264 shares; 2026Q2: 15,271 shares 15,271 $2.83M 0.63% +7 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: 4,300 shares; 2024Q4: 4,065 shares; 2025Q1: 3,885 shares; 2025Q2: 5,505 shares; 2025Q3: 5,205 shares; 2025Q4: 5,965 shares; 2026Q1: 6,342 shares; 2026Q2: 6,487 shares 6,487 $2.73M 0.61% +145 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: 2,490 shares; 2024Q4: 2,615 shares; 2025Q1: 2,618 shares; 2025Q2: 2,618 shares; 2025Q3: 2,573 shares; 2025Q4: 2,633 shares; 2026Q1: 2,587 shares; 2026Q2: 2,541 shares 2,541 $2.71M 0.61% -46 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,006 shares; 2024Q4: 23,010 shares; 2025Q1: 24,116 shares; 2025Q2: 24,199 shares; 2025Q3: 24,101 shares; 2025Q4: 24,221 shares; 2026Q1: 23,636 shares; 2026Q2: 21,059 shares 21,059 $2.62M 0.59% -2,577 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: 13,625 shares; 2024Q4: 14,014 shares; 2025Q1: 15,633 shares; 2025Q2: 16,100 shares; 2025Q3: 15,872 shares; 2025Q4: 16,327 shares; 2026Q1: 15,070 shares; 2026Q2: 15,398 shares 15,398 $2.55M 0.57% +328 Timeline SPYI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,500 shares; 2024Q4: 27,950 shares; 2025Q1: 28,475 shares; 2025Q2: 29,175 shares; 2025Q3: 28,200 shares; 2025Q4: 32,000 shares; 2026Q1: 40,450 shares; 2026Q2: 46,455 shares 46,455 $2.47M 0.55% +6,005 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: 21,554 shares; 2024Q4: 24,222 shares; 2025Q1: 24,108 shares; 2025Q2: 24,240 shares; 2025Q3: 23,060 shares; 2025Q4: 22,723 shares; 2026Q1: 22,582 shares; 2026Q2: 20,598 shares 20,598 $2.42M 0.54% -1,984 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,100 shares; 2024Q4: 1,100 shares; 2025Q1: 1,106 shares; 2025Q2: 1,106 shares; 2025Q3: 1,106 shares; 2025Q4: 1,106 shares; 2026Q1: 1,156 shares; 2026Q2: 1,152 shares 1,152 $2.29M 0.51% -4 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,386 shares; 2024Q4: 6,568 shares; 2025Q1: 6,876 shares; 2025Q2: 6,876 shares; 2025Q3: 6,876 shares; 2025Q4: 6,876 shares; 2026Q1: 7,110 shares; 2026Q2: 7,195 shares 7,195 $2.27M 0.51% +85 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: 36,822 shares; 2024Q4: 38,626 shares; 2025Q1: 38,882 shares; 2025Q2: 38,885 shares; 2025Q3: 38,127 shares; 2025Q4: 38,897 shares; 2026Q1: 39,179 shares; 2026Q2: 39,243 shares 39,243 $2.24M 0.5% +64 Timeline EFAA INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,585 shares; 2025Q1: 17,527 shares; 2025Q2: 20,607 shares; 2025Q3: 27,393 shares; 2025Q4: 30,839 shares; 2026Q1: 33,004 shares; 2026Q2: 38,760 shares 38,760 $2.16M 0.48% +5,756 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: 20,909 shares; 2024Q4: 20,559 shares; 2025Q1: 22,334 shares; 2025Q2: 22,334 shares; 2025Q3: 22,184 shares; 2025Q4: 23,414 shares; 2026Q1: 23,440 shares; 2026Q2: 23,315 shares 23,315 $2.14M 0.48% -125 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: 26,623 shares; 2024Q4: 25,768 shares; 2025Q1: 25,193 shares; 2025Q2: 25,608 shares; 2025Q3: 25,608 shares; 2025Q4: 25,533 shares; 2026Q1: 25,433 shares; 2026Q2: 25,459 shares 25,459 $2.13M 0.48% +26 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: 4,805 shares; 2024Q4: 4,875 shares; 2025Q1: 4,950 shares; 2025Q2: 4,975 shares; 2025Q3: 4,530 shares; 2025Q4: 5,885 shares; 2026Q1: 6,515 shares; 2026Q2: 7,025 shares 7,025 $2.1M 0.47% +510 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: 11,900 shares; 2024Q4: 12,329 shares; 2025Q1: 12,430 shares; 2025Q2: 21,416 shares; 2025Q3: 21,417 shares; 2025Q4: 21,555 shares; 2026Q1: 22,755 shares; 2026Q2: 24,356 shares 24,356 $2.04M 0.46% +1,601 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,475 shares; 2024Q4: 4,475 shares; 2025Q1: 4,475 shares; 2025Q2: 5,497 shares; 2025Q3: 5,497 shares; 2025Q4: 5,497 shares; 2026Q1: 4,081 shares; 2026Q2: 16,324 shares 16,324 $2.03M 0.45% +12,243 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,755 shares; 2024Q4: 5,755 shares; 2025Q1: 5,755 shares; 2025Q2: 5,755 shares; 2025Q3: 5,755 shares; 2025Q4: 5,755 shares; 2026Q1: 5,755 shares; 2026Q2: 5,755 shares 5,755 $1.98M 0.44% 0 Timeline WASH WASHINGTON TR BANCORP INC More: the full row for WASHINGTON TR BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,381 shares; 2024Q4: 28,637 shares; 2025Q1: 30,599 shares; 2025Q2: 33,438 shares; 2025Q3: 40,907 shares; 2025Q4: 46,478 shares; 2026Q1: 47,098 shares; 2026Q2: 52,765 shares 52,765 $1.92M 0.43% +5,667 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: 3,247 shares; 2024Q4: 3,427 shares; 2025Q1: 3,488 shares; 2025Q2: 3,509 shares; 2025Q3: 3,504 shares; 2025Q4: 3,565 shares; 2026Q1: 3,146 shares; 2026Q2: 3,777 shares 3,777 $1.92M 0.43% +631 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: 8,229 shares 8,229 $1.84M 0.41% new Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,209 shares; 2024Q4: 7,434 shares; 2025Q1: 34,802 shares; 2025Q2: 35,403 shares; 2025Q3: 37,203 shares; 2025Q4: 36,853 shares; 2026Q1: 36,853 shares; 2026Q2: 38,378 shares 38,378 $1.82M 0.41% +1,525 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: 8,229 shares 8,229 $1.82M 0.41% new Timeline CFG CITIZENS FINL GROUP INC More: the full row for CITIZENS FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,508 shares; 2024Q4: 28,958 shares; 2025Q1: 27,913 shares; 2025Q2: 28,413 shares; 2025Q3: 26,163 shares; 2025Q4: 26,063 shares; 2026Q1: 23,925 shares; 2026Q2: 25,925 shares 25,925 $1.82M 0.41% +2,000 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: 16,575 shares; 2024Q4: 16,575 shares; 2025Q1: 19,543 shares; 2025Q2: 19,119 shares; 2025Q3: 19,119 shares; 2025Q4: 19,344 shares; 2026Q1: 19,629 shares; 2026Q2: 19,642 shares 19,642 $1.81M 0.41% +13 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: 57,484 shares; 2024Q4: 61,308 shares; 2025Q1: 62,505 shares; 2025Q2: 69,606 shares; 2025Q3: 64,536 shares; 2025Q4: 66,837 shares; 2026Q1: 66,985 shares; 2026Q2: 74,737 shares 74,737 $1.8M 0.4% +7,752 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: 20,061 shares; 2024Q4: 21,023 shares; 2025Q1: 36,823 shares; 2025Q2: 37,633 shares; 2025Q3: 29,004 shares; 2025Q4: 18,474 shares; 2026Q1: 17,519 shares; 2026Q2: 17,419 shares 17,419 $1.76M 0.39% -100 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,260 shares; 2024Q4: 3,125 shares; 2025Q1: 3,125 shares; 2025Q2: 4,800 shares; 2025Q3: 4,758 shares; 2025Q4: 4,759 shares; 2026Q1: 4,759 shares; 2026Q2: 4,651 shares 4,651 $1.72M 0.39% -108 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: 7,687 shares; 2024Q4: 8,847 shares; 2025Q1: 9,723 shares; 2025Q2: 9,958 shares; 2025Q3: 10,663 shares; 2025Q4: 12,436 shares; 2026Q1: 12,465 shares; 2026Q2: 12,518 shares 12,518 $1.7M 0.38% +53 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 915 shares; 2024Q4: 940 shares; 2025Q1: 890 shares; 2025Q2: 1,415 shares; 2025Q3: 1,425 shares; 2025Q4: 1,445 shares; 2026Q1: 1,500 shares; 2026Q2: 13,990 shares 13,990 $1.67M 0.38% +12,490 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: 18,601 shares; 2024Q4: 19,505 shares; 2025Q1: 19,581 shares; 2025Q2: 19,215 shares; 2025Q3: 19,021 shares; 2025Q4: 19,783 shares; 2026Q1: 19,968 shares; 2026Q2: 20,265 shares 20,265 $1.65M 0.37% +297 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: 7,698 shares; 2024Q4: 8,050 shares; 2025Q1: 8,763 shares; 2025Q2: 8,981 shares; 2025Q3: 8,875 shares; 2025Q4: 9,076 shares; 2026Q1: 9,077 shares; 2026Q2: 9,829 shares 9,829 $1.59M 0.36% +752 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,255 shares; 2024Q4: 9,273 shares; 2025Q1: 10,986 shares; 2025Q2: 11,069 shares; 2025Q3: 11,035 shares; 2025Q4: 10,561 shares; 2026Q1: 10,649 shares; 2026Q2: 10,646 shares 10,646 $1.56M 0.35% -3 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: 21,864 shares; 2024Q4: 15,305 shares; 2025Q1: 13,873 shares; 2025Q2: 13,078 shares; 2025Q3: 12,873 shares; 2025Q4: 13,604 shares; 2026Q1: 13,708 shares; 2026Q2: 14,858 shares 14,858 $1.54M 0.34% +1,150 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: 23,315 shares; 2024Q4: 16,884 shares; 2025Q1: 16,738 shares; 2025Q2: 19,000 shares; 2025Q3: 20,898 shares; 2025Q4: 23,011 shares; 2026Q1: 22,891 shares; 2026Q2: 25,387 shares 25,387 $1.46M 0.33% +2,496 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,215 shares; 2024Q4: 3,215 shares; 2025Q1: 3,120 shares; 2025Q2: 3,006 shares; 2025Q3: 2,905 shares; 2025Q4: 2,905 shares; 2026Q1: 2,905 shares; 2026Q2: 2,865 shares 2,865 $1.46M 0.33% -40 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: 28,979 shares; 2024Q4: 30,383 shares; 2025Q1: 31,206 shares; 2025Q2: 30,471 shares; 2025Q3: 30,500 shares; 2025Q4: 32,158 shares; 2026Q1: 29,228 shares; 2026Q2: 34,031 shares 34,031 $1.44M 0.32% +4,803 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,336 shares; 2024Q4: 17,565 shares; 2025Q1: 17,724 shares; 2025Q2: 17,727 shares; 2025Q3: 17,905 shares; 2025Q4: 18,718 shares; 2026Q1: 18,370 shares; 2026Q2: 18,058 shares 18,058 $1.43M 0.32% -312 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: 2,230 shares; 2024Q4: 2,130 shares; 2025Q1: 2,380 shares; 2025Q2: 2,706 shares; 2025Q3: 2,706 shares; 2025Q4: 2,706 shares; 2026Q1: 2,885 shares; 2026Q2: 2,928 shares 2,928 $1.4M 0.31% +43 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: 15,299 shares; 2024Q4: 16,050 shares; 2025Q1: 16,081 shares; 2025Q2: 15,907 shares; 2025Q3: 15,907 shares; 2025Q4: 15,682 shares; 2026Q1: 15,882 shares; 2026Q2: 15,898 shares 15,898 $1.4M 0.31% +16 Timeline MSA MSA SAFETY INC More: the full row for MSA SAFETY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,106 shares; 2024Q4: 3,106 shares; 2025Q1: 4,881 shares; 2025Q2: 3,875 shares; 2025Q3: 3,875 shares; 2025Q4: 7,775 shares; 2026Q1: 7,775 shares; 2026Q2: 7,775 shares 7,775 $1.36M 0.3% 0 Timeline TROW PRICE T ROWE GROUP INC More: the full row for PRICE T ROWE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 36,345 shares; 2024Q4: 32,015 shares; 2025Q1: 29,365 shares; 2025Q2: 22,555 shares; 2025Q3: 15,395 shares; 2025Q4: 12,920 shares; 2026Q1: 11,845 shares; 2026Q2: 11,720 shares 11,720 $1.33M 0.3% -125 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,469 shares; 2024Q4: 1,469 shares; 2025Q1: 1,469 shares; 2025Q2: 1,649 shares; 2025Q3: 1,649 shares; 2025Q4: 1,649 shares; 2026Q1: 1,649 shares; 2026Q2: 1,801 shares 1,801 $1.33M 0.3% +152 Timeline WAT WATERS CORP More: the full row for WATERS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,360 shares; 2024Q4: 1,510 shares; 2025Q1: 1,510 shares; 2025Q2: 1,445 shares; 2025Q3: 1,445 shares; 2025Q4: 3,445 shares; 2026Q1: 3,523 shares; 2026Q2: 3,495 shares 3,495 $1.31M 0.29% -28 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,226 shares; 2024Q4: 5,242 shares; 2025Q1: 5,283 shares; 2025Q2: 5,283 shares; 2025Q3: 5,283 shares; 2025Q4: 5,283 shares; 2026Q1: 5,283 shares; 2026Q2: 5,294 shares 5,294 $1.3M 0.29% +11 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,017 shares; 2024Q4: 15,208 shares; 2025Q1: 15,208 shares; 2025Q2: 15,708 shares; 2025Q3: 15,708 shares; 2025Q4: 15,708 shares; 2026Q1: 15,636 shares; 2026Q2: 15,657 shares 15,657 $1.3M 0.29% +21 Timeline VEEV VEEVA SYS INC More: the full row for VEEVA SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,523 shares; 2024Q4: 18,463 shares; 2025Q1: 18,238 shares; 2025Q2: 18,238 shares; 2025Q3: 18,238 shares; 2025Q4: 18,763 shares; 2026Q1: 17,413 shares; 2026Q2: 7,293 shares 7,293 $1.29M 0.29% -10,120 Timeline TOL TOLL BROTHERS INC More: the full row for TOLL BROTHERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,825 shares; 2024Q4: 6,825 shares; 2025Q1: 7,600 shares; 2025Q2: 7,600 shares; 2025Q3: 7,600 shares; 2025Q4: 7,600 shares; 2026Q1: 7,600 shares; 2026Q2: 7,825 shares 7,825 $1.29M 0.29% +225 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,662 shares; 2024Q4: 4,187 shares; 2025Q1: 4,737 shares; 2025Q2: 4,987 shares; 2025Q3: 5,307 shares; 2025Q4: 5,307 shares; 2026Q1: 5,247 shares; 2026Q2: 5,726 shares 5,726 $1.25M 0.28% +479 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: 9,216 shares; 2024Q4: 11,034 shares; 2025Q1: 12,062 shares; 2025Q2: 13,541 shares; 2025Q3: 13,400 shares; 2025Q4: 11,858 shares; 2026Q1: 11,862 shares; 2026Q2: 13,215 shares 13,215 $1.24M 0.28% +1,353 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,400 shares; 2024Q4: 3,050 shares; 2025Q1: 3,050 shares; 2025Q2: 3,700 shares; 2025Q3: 4,150 shares; 2025Q4: 4,150 shares; 2026Q1: 4,150 shares; 2026Q2: 4,070 shares 4,070 $1.21M 0.27% -80 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: 4,396 shares; 2024Q4: 5,615 shares; 2025Q1: 4,490 shares; 2025Q2: 3,518 shares; 2025Q3: 3,594 shares; 2025Q4: 5,821 shares; 2026Q1: 8,885 shares; 2026Q2: 10,941 shares 10,941 $1.2M 0.27% +2,056 Timeline WRB BERKLEY W R CORP More: the full row for BERKLEY W R CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 16,780 shares; 2025Q1: 16,780 shares; 2025Q2: 16,780 shares; 2025Q3: 16,780 shares; 2025Q4: 16,780 shares; 2026Q1: 16,780 shares; 2026Q2: 16,780 shares 16,780 $1.18M 0.27% 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: 3,300 shares; 2024Q4: 3,665 shares; 2025Q1: 3,672 shares; 2025Q2: 3,871 shares; 2025Q3: 3,871 shares; 2025Q4: 3,804 shares; 2026Q1: 3,534 shares; 2026Q2: 3,725 shares 3,725 $1.17M 0.26% +191 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,905 shares; 2024Q4: 4,430 shares; 2025Q1: 4,770 shares; 2025Q2: 3,820 shares; 2025Q3: 3,795 shares; 2025Q4: 3,795 shares; 2026Q1: 3,824 shares; 2026Q2: 3,824 shares 3,824 $1.15M 0.26% 0 Timeline SPCX SPACE EXPLORATION TECHN CORP More: the full row for SPACE EXPLORATION TECHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,670 shares 6,670 $1.14M 0.26% new Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,596 shares; 2024Q4: 1,862 shares; 2025Q1: 2,424 shares; 2025Q2: 2,564 shares; 2025Q3: 2,624 shares; 2025Q4: 2,734 shares; 2026Q1: 2,863 shares; 2026Q2: 2,862 shares 2,862 $1.14M 0.26% -1 Timeline XLB SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,826 shares; 2024Q4: 10,826 shares; 2025Q1: 10,826 shares; 2025Q2: 11,326 shares; 2025Q3: 11,151 shares; 2025Q4: 22,302 shares; 2026Q1: 22,302 shares; 2026Q2: 22,302 shares 22,302 $1.13M 0.25% 0 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,146 shares; 2024Q4: 20,311 shares; 2025Q1: 20,342 shares; 2025Q2: 19,711 shares; 2025Q3: 14,523 shares; 2025Q4: 11,673 shares; 2026Q1: 10,343 shares; 2026Q2: 7,963 shares 7,963 $1.11M 0.25% -2,380 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: 3,125 shares; 2024Q4: 3,125 shares; 2025Q1: 3,125 shares; 2025Q2: 3,025 shares; 2025Q3: 2,975 shares; 2025Q4: 2,975 shares; 2026Q1: 2,955 shares; 2026Q2: 3,050 shares 3,050 $1.1M 0.25% +95 Timeline TR TOOTSIE ROLL INDS INC More: the full row for TOOTSIE ROLL INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 31,521 shares; 2024Q4: 35,299 shares; 2025Q1: 36,464 shares; 2025Q2: 37,548 shares; 2025Q3: 36,428 shares; 2025Q4: 36,281 shares; 2026Q1: 35,506 shares; 2026Q2: 27,775 shares 27,775 $1.1M 0.25% -7,731 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: 44,658 shares; 2024Q4: 49,479 shares; 2025Q1: 48,534 shares; 2025Q2: 45,822 shares; 2025Q3: 45,461 shares; 2025Q4: 49,868 shares; 2026Q1: 46,790 shares; 2026Q2: 52,960 shares 52,960 $1.1M 0.25% +6,170 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: 5,470 shares; 2024Q4: 5,209 shares; 2025Q1: 5,124 shares; 2025Q2: 5,124 shares; 2025Q3: 4,949 shares; 2025Q4: 6,949 shares; 2026Q1: 6,923 shares; 2026Q2: 7,616 shares 7,616 $1.09M 0.24% +693 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: 19,790 shares; 2024Q4: 19,790 shares; 2025Q1: 21,637 shares; 2025Q2: 23,055 shares; 2025Q3: 20,708 shares; 2025Q4: 20,708 shares; 2026Q1: 13,953 shares; 2026Q2: 13,953 shares 13,953 $1.08M 0.24% 0 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: 2,550 shares; 2024Q4: 2,755 shares; 2025Q1: 2,852 shares; 2025Q2: 2,762 shares; 2025Q3: 2,512 shares; 2025Q4: 2,416 shares; 2026Q1: 2,968 shares; 2026Q2: 2,829 shares 2,829 $1.07M 0.24% -139 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: 7,237 shares; 2024Q4: 7,153 shares; 2025Q1: 7,718 shares; 2025Q2: 6,343 shares; 2025Q3: 6,288 shares; 2025Q4: 6,025 shares; 2026Q1: 5,936 shares; 2026Q2: 5,577 shares 5,577 $1.03M 0.23% -359 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: 7,270 shares; 2024Q4: 8,220 shares; 2025Q1: 8,240 shares; 2025Q2: 8,240 shares; 2025Q3: 8,125 shares; 2025Q4: 9,100 shares; 2026Q1: 9,292 shares; 2026Q2: 8,949 shares 8,949 $1.02M 0.23% -343 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: 29,985 shares; 2024Q4: 33,309 shares; 2025Q1: 22,626 shares; 2025Q2: 18,523 shares; 2025Q3: 18,392 shares; 2025Q4: 19,711 shares; 2026Q1: 16,647 shares; 2026Q2: 18,812 shares 18,812 $1.02M 0.23% +2,165 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,631 shares; 2024Q4: 3,910 shares; 2025Q1: 3,933 shares; 2025Q2: 2,973 shares; 2025Q3: 2,918 shares; 2025Q4: 2,885 shares; 2026Q1: 2,572 shares; 2026Q2: 2,872 shares 2,872 $1.02M 0.23% +300 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,666 shares; 2024Q4: 4,666 shares; 2025Q1: 5,722 shares; 2025Q2: 5,566 shares; 2025Q3: 7,900 shares; 2025Q4: 7,000 shares; 2026Q1: 7,000 shares; 2026Q2: 7,000 shares 7,000 $1.01M 0.23% 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: 4,478 shares; 2024Q4: 4,835 shares; 2025Q1: 6,115 shares; 2025Q2: 6,490 shares; 2025Q3: 8,133 shares; 2025Q4: 8,490 shares; 2026Q1: 8,296 shares; 2026Q2: 9,383 shares 9,383 $1.01M 0.23% +1,087 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: 2,846 shares; 2024Q4: 2,989 shares; 2025Q1: 3,014 shares; 2025Q2: 2,928 shares; 2025Q3: 2,799 shares; 2025Q4: 2,749 shares; 2026Q1: 2,899 shares; 2026Q2: 3,481 shares 3,481 $979K 0.22% +582 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,700 shares; 2024Q4: 8,700 shares; 2025Q1: 8,700 shares; 2025Q2: 8,700 shares; 2025Q3: 8,700 shares; 2025Q4: 8,700 shares; 2026Q1: 8,700 shares; 2026Q2: 8,700 shares 8,700 $960K 0.22% 0 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,970 shares; 2024Q4: 7,183 shares; 2025Q1: 7,204 shares; 2025Q2: 7,354 shares; 2025Q3: 7,386 shares; 2025Q4: 6,686 shares; 2026Q1: 6,776 shares; 2026Q2: 6,828 shares 6,828 $956K 0.21% +52 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,445 shares; 2024Q4: 6,250 shares; 2025Q1: 4,422 shares; 2025Q2: 7,257 shares; 2025Q3: 6,817 shares; 2025Q4: 7,492 shares; 2026Q1: 7,706 shares; 2026Q2: 7,979 shares 7,979 $931K 0.21% +273 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: 2,352 shares; 2024Q4: 2,369 shares; 2025Q1: 2,393 shares; 2025Q2: 2,393 shares; 2025Q3: 3,157 shares; 2025Q4: 3,280 shares; 2026Q1: 3,256 shares; 2026Q2: 3,261 shares 3,261 $899K 0.2% +5 Timeline BMEZ BLACKROCK HEALTH SCIENCES TE More: the full row for BLACKROCK HEALTH SCIENCES TE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 36,513 shares; 2024Q4: 42,711 shares; 2025Q1: 44,260 shares; 2025Q2: 45,112 shares; 2025Q3: 46,666 shares; 2025Q4: 50,764 shares; 2026Q1: 52,918 shares; 2026Q2: 57,026 shares 57,026 $875K 0.2% +4,108 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 283 shares; 2024Q4: 338 shares; 2025Q1: 447 shares; 2025Q2: 447 shares; 2025Q3: 447 shares; 2025Q4: 447 shares; 2026Q1: 2,321 shares; 2026Q2: 20,889 shares 20,889 $858K 0.19% +18,568 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: 1,777 shares; 2024Q4: 1,902 shares; 2025Q1: 1,972 shares; 2025Q2: 1,973 shares; 2025Q3: 1,898 shares; 2025Q4: 1,898 shares; 2026Q1: 1,898 shares; 2026Q2: 2,723 shares 2,723 $857K 0.19% +825 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 150 shares; 2024Q4: 150 shares; 2025Q1: 163 shares; 2025Q2: 1,153 shares; 2025Q3: 1,153 shares; 2025Q4: 1,153 shares; 2026Q1: 1,191 shares; 2026Q2: 1,182 shares 1,182 $855K 0.19% -9 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: 3,049 shares; 2024Q4: 4,106 shares; 2025Q1: 4,077 shares; 2025Q2: 3,677 shares; 2025Q3: 3,677 shares; 2025Q4: 3,677 shares; 2026Q1: 3,696 shares; 2026Q2: 3,677 shares 3,677 $823K 0.18% -19 Timeline DXJ WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,663 shares; 2024Q4: 4,851 shares; 2025Q1: 4,851 shares; 2025Q2: 4,851 shares; 2025Q3: 4,643 shares; 2025Q4: 4,643 shares; 2026Q1: 4,722 shares; 2026Q2: 4,722 shares 4,722 $819K 0.18% 0 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,152 shares; 2024Q4: 8,152 shares; 2025Q1: 8,176 shares; 2025Q2: 8,293 shares; 2025Q3: 7,969 shares; 2025Q4: 7,969 shares; 2026Q1: 8,006 shares; 2026Q2: 8,004 shares 8,004 $818K 0.18% -2 Timeline CPB THE CAMPBELLS COMPANY More: the full row for THE CAMPBELLS COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,147 shares; 2024Q4: 22,817 shares; 2025Q1: 24,423 shares; 2025Q2: 27,289 shares; 2025Q3: 31,511 shares; 2025Q4: 32,379 shares; 2026Q1: 39,248 shares; 2026Q2: 35,695 shares 35,695 $795K 0.18% -3,553 Timeline MTD METTLER TOLEDO INTERNATIONAL More: the full row for METTLER TOLEDO INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 760 shares; 2024Q4: 695 shares; 2025Q1: 658 shares; 2025Q2: 658 shares; 2025Q3: 658 shares; 2025Q4: 658 shares; 2026Q1: 618 shares; 2026Q2: 618 shares 618 $790K 0.18% 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: 2,201 shares; 2024Q4: 2,406 shares; 2025Q1: 2,407 shares; 2025Q2: 2,606 shares; 2025Q3: 2,606 shares; 2025Q4: 2,656 shares; 2026Q1: 2,656 shares; 2026Q2: 2,668 shares 2,668 $782K 0.18% +12 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: 1,536 shares; 2024Q4: 2,086 shares; 2025Q1: 2,173 shares; 2025Q2: 2,173 shares; 2025Q3: 2,105 shares; 2025Q4: 2,055 shares; 2026Q1: 2,064 shares; 2026Q2: 2,044 shares 2,044 $764K 0.17% -20 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,154 shares; 2024Q4: 5,328 shares; 2025Q1: 5,287 shares; 2025Q2: 5,287 shares; 2025Q3: 5,417 shares; 2025Q4: 4,902 shares; 2026Q1: 4,926 shares; 2026Q2: 4,795 shares 4,795 $751K 0.17% -131 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,207 shares; 2024Q4: 8,735 shares; 2025Q1: 8,455 shares; 2025Q2: 8,464 shares; 2025Q3: 8,471 shares; 2025Q4: 8,595 shares; 2026Q1: 8,596 shares; 2026Q2: 8,602 shares 8,602 $735K 0.16% +6 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: 1,876 shares; 2024Q4: 2,075 shares; 2025Q1: 2,080 shares; 2025Q2: 2,080 shares; 2025Q3: 2,030 shares; 2025Q4: 2,630 shares; 2026Q1: 2,670 shares; 2026Q2: 2,666 shares 2,666 $721K 0.16% -4 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 32,310 shares; 2024Q4: 31,758 shares; 2025Q1: 31,092 shares; 2025Q2: 31,326 shares; 2025Q3: 31,574 shares; 2025Q4: 28,574 shares; 2026Q1: 28,699 shares; 2026Q2: 29,156 shares 29,156 $716K 0.16% +457 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: 6,310 shares; 2024Q4: 7,037 shares; 2025Q1: 7,070 shares; 2025Q2: 6,070 shares; 2025Q3: 6,070 shares; 2025Q4: 6,070 shares; 2026Q1: 6,248 shares; 2026Q2: 6,228 shares 6,228 $705K 0.16% -20 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,304 shares; 2024Q4: 2,305 shares; 2025Q1: 2,306 shares; 2025Q2: 2,306 shares; 2025Q3: 2,307 shares; 2025Q4: 2,308 shares; 2026Q1: 2,309 shares; 2026Q2: 2,309 shares 2,309 $700K 0.16% 0 Timeline NDAQ NASDAQ INC More: the full row for NASDAQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,450 shares; 2024Q4: 9,080 shares; 2025Q1: 8,925 shares; 2025Q2: 8,850 shares; 2025Q3: 8,150 shares; 2025Q4: 8,675 shares; 2026Q1: 8,664 shares; 2026Q2: 8,815 shares 8,815 $695K 0.16% +151 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,262 shares; 2024Q4: 2,262 shares; 2025Q1: 2,262 shares; 2025Q2: 2,935 shares; 2025Q3: 2,935 shares; 2025Q4: 2,935 shares; 2026Q1: 2,819 shares; 2026Q2: 2,819 shares 2,819 $683K 0.15% 0 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,450 shares; 2025Q1: 1,521 shares; 2025Q2: 1,521 shares; 2025Q3: 1,521 shares; 2025Q4: 1,521 shares; 2026Q1: 1,552 shares; 2026Q2: 1,562 shares 1,562 $677K 0.15% +10 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: 1,202 shares; 2024Q4: 1,205 shares; 2025Q1: 1,221 shares; 2025Q2: 1,276 shares; 2025Q3: 1,276 shares; 2025Q4: 1,276 shares; 2026Q1: 1,296 shares; 2026Q2: 1,295 shares 1,295 $672K 0.15% -1 Timeline FDRR FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,700 shares; 2024Q4: 10,400 shares; 2025Q1: 11,075 shares; 2025Q2: 10,975 shares; 2025Q3: 10,975 shares; 2025Q4: 10,975 shares; 2026Q1: 10,750 shares; 2026Q2: 10,350 shares 10,350 $672K 0.15% -400 Timeline KHC KRAFT HEINZ CO More: the full row for KRAFT HEINZ CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,058 shares; 2024Q4: 25,235 shares; 2025Q1: 27,236 shares; 2025Q2: 29,489 shares; 2025Q3: 21,316 shares; 2025Q4: 19,068 shares; 2026Q1: 20,408 shares; 2026Q2: 28,164 shares 28,164 $665K 0.15% +7,756 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: 2,410 shares; 2024Q4: 2,660 shares; 2025Q1: 2,715 shares; 2025Q2: 2,715 shares; 2025Q3: 2,715 shares; 2025Q4: 4,365 shares; 2026Q1: 4,347 shares; 2026Q2: 4,464 shares 4,464 $654K 0.15% +117 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: 3,201 shares; 2024Q4: 3,101 shares; 2025Q1: 2,412 shares; 2025Q2: 2,412 shares; 2025Q3: 2,412 shares; 2025Q4: 2,412 shares; 2026Q1: 2,419 shares; 2026Q2: 2,414 shares 2,414 $653K 0.15% -5 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,035 shares; 2024Q4: 4,110 shares; 2025Q1: 4,110 shares; 2025Q2: 4,110 shares; 2025Q3: 4,110 shares; 2025Q4: 4,110 shares; 2026Q1: 4,110 shares; 2026Q2: 4,110 shares 4,110 $650K 0.15% 0 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 854 shares; 2024Q4: 854 shares; 2025Q1: 904 shares; 2025Q2: 979 shares; 2025Q3: 979 shares; 2025Q4: 943 shares; 2026Q1: 943 shares; 2026Q2: 943 shares 943 $648K 0.15% 0 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,409 shares; 2024Q4: 1,564 shares; 2025Q1: 1,571 shares; 2025Q2: 1,572 shares; 2025Q3: 1,572 shares; 2025Q4: 1,572 shares; 2026Q1: 1,596 shares; 2026Q2: 1,822 shares 1,822 $642K 0.14% +226 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: 2,047 shares; 2024Q4: 2,047 shares; 2025Q1: 2,049 shares; 2025Q2: 2,049 shares; 2025Q3: 1,924 shares; 2025Q4: 1,849 shares; 2026Q1: 1,893 shares; 2026Q2: 1,876 shares 1,876 $635K 0.14% -17 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: 3,900 shares; 2024Q4: 3,900 shares; 2025Q1: 3,917 shares; 2025Q2: 3,900 shares; 2025Q3: 3,900 shares; 2025Q4: 3,900 shares; 2026Q1: 3,926 shares; 2026Q2: 3,924 shares 3,924 $627K 0.14% -2 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: 6,438 shares; 2024Q4: 6,440 shares; 2025Q1: 6,440 shares; 2025Q2: 7,018 shares; 2025Q3: 7,080 shares; 2025Q4: 6,756 shares; 2026Q1: 4,408 shares; 2026Q2: 4,214 shares 4,214 $625K 0.14% -194 Timeline ONEY 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: 6,805 shares; 2024Q4: 6,805 shares; 2025Q1: 6,805 shares; 2025Q2: 6,805 shares; 2025Q3: 6,805 shares; 2025Q4: 4,925 shares; 2026Q1: 4,925 shares; 2026Q2: 4,865 shares 4,865 $623K 0.14% -60 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: 7,143 shares; 2024Q4: 7,143 shares; 2025Q1: 7,422 shares; 2025Q2: 7,423 shares; 2025Q3: 7,423 shares; 2025Q4: 7,423 shares; 2026Q1: 7,535 shares; 2026Q2: 7,486 shares 7,486 $619K 0.14% -49 Timeline BINC BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,764 shares; 2025Q4: 5,647 shares; 2026Q1: 11,317 shares; 2026Q2: 11,317 shares 11,317 $592K 0.13% 0 Timeline FDVV FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,650 shares; 2024Q4: 10,150 shares; 2025Q1: 10,025 shares; 2025Q2: 10,025 shares; 2025Q3: 9,875 shares; 2025Q4: 9,975 shares; 2026Q1: 9,775 shares; 2026Q2: 9,805 shares 9,805 $591K 0.13% +30 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: 381 shares; 2024Q4: 456 shares; 2025Q1: 468 shares; 2025Q2: 468 shares; 2025Q3: 468 shares; 2025Q4: 468 shares; 2026Q1: 495 shares; 2026Q2: 498 shares 498 $585K 0.13% +3 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: 2,246 shares; 2024Q4: 2,406 shares; 2025Q1: 2,323 shares; 2025Q2: 2,550 shares; 2025Q3: 2,455 shares; 2025Q4: 2,647 shares; 2026Q1: 2,678 shares; 2026Q2: 2,697 shares 2,697 $584K 0.13% +19 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,553 shares; 2024Q4: 7,553 shares; 2025Q1: 7,553 shares; 2025Q2: 7,553 shares; 2025Q3: 7,553 shares; 2025Q4: 7,369 shares; 2026Q1: 7,369 shares; 2026Q2: 7,369 shares 7,369 $574K 0.13% 0 Timeline CHD CHURCH & DWIGHT CO INC More: the full row for CHURCH & DWIGHT CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,425 shares; 2024Q4: 7,425 shares; 2025Q1: 7,425 shares; 2025Q2: 5,925 shares; 2025Q3: 5,925 shares; 2025Q4: 5,925 shares; 2026Q1: 5,925 shares; 2026Q2: 5,925 shares 5,925 $574K 0.13% 0 Timeline EXPD EXPEDITORS INTL WASH INC More: the full row for EXPEDITORS INTL WASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,250 shares; 2024Q4: 3,250 shares; 2025Q1: 3,479 shares; 2025Q2: 3,479 shares; 2025Q3: 3,429 shares; 2025Q4: 3,429 shares; 2026Q1: 3,450 shares; 2026Q2: 3,448 shares 3,448 $562K 0.13% -2 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: 2,328 shares; 2024Q4: 2,628 shares; 2025Q1: 2,628 shares; 2025Q2: 2,628 shares; 2025Q3: 2,533 shares; 2025Q4: 2,663 shares; 2026Q1: 2,701 shares; 2026Q2: 2,494 shares 2,494 $558K 0.13% -207 Timeline IDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,369 shares; 2024Q4: 13,433 shares; 2025Q1: 13,439 shares; 2025Q2: 13,463 shares; 2025Q3: 13,473 shares; 2025Q4: 13,489 shares; 2026Q1: 13,494 shares; 2026Q2: 13,271 shares 13,271 $550K 0.12% -223 Timeline MFC MANULIFE FINL CORP More: the full row for MANULIFE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,650 shares; 2024Q4: 13,199 shares; 2025Q1: 13,199 shares; 2025Q2: 13,749 shares; 2025Q3: 13,749 shares; 2025Q4: 12,775 shares; 2026Q1: 11,925 shares; 2026Q2: 13,500 shares 13,500 $547K 0.12% +1,575 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: 1,335 shares; 2024Q4: 1,352 shares; 2025Q1: 1,372 shares; 2025Q2: 1,385 shares; 2025Q3: 1,344 shares; 2025Q4: 1,299 shares; 2026Q1: 1,316 shares; 2026Q2: 1,310 shares 1,310 $544K 0.12% -6 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: 27,707 shares; 2024Q4: 30,207 shares; 2025Q1: 25,207 shares; 2025Q2: 25,457 shares; 2025Q3: 25,957 shares; 2025Q4: 25,457 shares; 2026Q1: 25,609 shares; 2026Q2: 37,957 shares 37,957 $528K 0.12% +12,348 Timeline NTR NUTRIEN LTD More: the full row for NUTRIEN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,378 shares; 2024Q4: 16,618 shares; 2025Q1: 16,636 shares; 2025Q2: 14,779 shares; 2025Q3: 14,785 shares; 2025Q4: 15,832 shares; 2026Q1: 6,638 shares; 2026Q2: 8,142 shares 8,142 $513K 0.11% +1,504 Timeline NGG NATIONAL GRID PLC More: the full row for NATIONAL GRID PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,540 shares; 2024Q4: 5,040 shares; 2025Q1: 5,061 shares; 2025Q2: 4,936 shares; 2025Q3: 4,951 shares; 2025Q4: 4,951 shares; 2026Q1: 4,655 shares; 2026Q2: 6,114 shares 6,114 $507K 0.11% +1,459 Timeline YOU CLEAR SECURE INC More: the full row for CLEAR SECURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,800 shares; 2024Q4: 8,800 shares; 2025Q1: 8,800 shares; 2025Q2: 8,800 shares; 2025Q3: 8,800 shares; 2025Q4: 8,800 shares; 2026Q1: 8,830 shares; 2026Q2: 8,863 shares 8,863 $494K 0.11% +33 Timeline CRWV COREWEAVE INC More: the full row for COREWEAVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,285 shares; 2025Q4: 4,885 shares; 2026Q1: 4,885 shares; 2026Q2: 4,885 shares 4,885 $486K 0.11% 0 Timeline HAS HASBRO INC More: the full row for HASBRO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,163 shares; 2024Q4: 3,742 shares; 2025Q1: 4,388 shares; 2025Q2: 4,968 shares; 2025Q3: 4,866 shares; 2025Q4: 6,104 shares; 2026Q1: 4,737 shares; 2026Q2: 5,741 shares 5,741 $474K 0.11% +1,004 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 94 shares; 2024Q4: 94 shares; 2025Q1: 94 shares; 2025Q2: 567 shares; 2025Q3: 567 shares; 2025Q4: 567 shares; 2026Q1: 700 shares; 2026Q2: 631 shares 631 $473K 0.11% -69 Timeline A AGILENT TECHNOLOGIES INC More: the full row for AGILENT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,500 shares; 2024Q4: 3,500 shares; 2025Q1: 3,507 shares; 2025Q2: 3,507 shares; 2025Q3: 3,507 shares; 2025Q4: 3,507 shares; 2026Q1: 3,507 shares; 2026Q2: 3,507 shares 3,507 $466K 0.1% 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: 4,079 shares; 2024Q4: 4,114 shares; 2025Q1: 4,144 shares; 2025Q2: 4,201 shares; 2025Q3: 4,106 shares; 2025Q4: 4,706 shares; 2026Q1: 4,706 shares; 2026Q2: 5,100 shares 5,100 $463K 0.1% +394 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: 2,545 shares; 2024Q4: 7,935 shares; 2025Q1: 7,935 shares; 2025Q2: 8,960 shares; 2025Q3: 8,735 shares; 2025Q4: 8,735 shares; 2026Q1: 9,135 shares; 2026Q2: 14,555 shares 14,555 $462K 0.1% +5,420 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,569 shares; 2024Q4: 4,569 shares; 2025Q1: 4,735 shares; 2025Q2: 4,735 shares; 2025Q3: 4,735 shares; 2025Q4: 4,569 shares; 2026Q1: 4,714 shares; 2026Q2: 4,714 shares 4,714 $455K 0.1% 0 Timeline SPHD 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: 7,350 shares; 2024Q4: 7,970 shares; 2025Q1: 8,300 shares; 2025Q2: 8,300 shares; 2025Q3: 8,300 shares; 2025Q4: 8,950 shares; 2026Q1: 8,950 shares; 2026Q2: 8,950 shares 8,950 $455K 0.1% 0 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,145 shares; 2024Q4: 1,158 shares; 2025Q1: 1,177 shares; 2025Q2: 1,177 shares; 2025Q3: 1,177 shares; 2025Q4: 1,177 shares; 2026Q1: 1,126 shares; 2026Q2: 1,135 shares 1,135 $451K 0.1% +9 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: 454 shares; 2025Q1: 462 shares; 2025Q2: 462 shares; 2025Q3: 462 shares; 2025Q4: 462 shares; 2026Q1: 470 shares; 2026Q2: 466 shares 466 $448K 0.1% -4 Timeline GGG GRACO INC More: the full row for GRACO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,079 shares; 2024Q4: 5,870 shares; 2025Q1: 5,870 shares; 2025Q2: 5,870 shares; 2025Q3: 5,870 shares; 2025Q4: 5,870 shares; 2026Q1: 5,870 shares; 2026Q2: 5,870 shares 5,870 $444K 0.1% 0 Timeline VRP INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 51,610 shares; 2024Q4: 51,417 shares; 2025Q1: 49,799 shares; 2025Q2: 49,218 shares; 2025Q3: 19,827 shares; 2025Q4: 17,718 shares; 2026Q1: 17,195 shares; 2026Q2: 17,497 shares 17,497 $425K 0.1% +302 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: 4,072 shares; 2024Q4: 4,613 shares; 2025Q1: 4,695 shares; 2025Q2: 4,883 shares; 2025Q3: 4,803 shares; 2025Q4: 4,803 shares; 2026Q1: 4,688 shares; 2026Q2: 4,418 shares 4,418 $425K 0.1% -270 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: not reported; 2024Q4: not reported; 2025Q1: 24 shares; 2025Q2: 24 shares; 2025Q3: 24 shares; 2025Q4: 24 shares; 2026Q1: 57 shares; 2026Q2: 4,278 shares 4,278 $421K 0.09% +4,221 Timeline RSPA INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 175 shares; 2025Q2: 175 shares; 2025Q3: 1,175 shares; 2025Q4: 1,825 shares; 2026Q1: 3,325 shares; 2026Q2: 7,869 shares 7,869 $420K 0.09% +4,544 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: 4,925 shares; 2024Q4: 4,425 shares; 2025Q1: 4,975 shares; 2025Q2: 4,975 shares; 2025Q3: 5,075 shares; 2025Q4: 5,475 shares; 2026Q1: 5,975 shares; 2026Q2: 6,625 shares 6,625 $410K 0.09% +650 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,808 shares; 2026Q2: 7,556 shares 7,556 $381K 0.09% +5,748 Timeline PKG PACKAGING CORP AMER More: the full row for PACKAGING CORP AMER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,175 shares; 2024Q4: 2,175 shares; 2025Q1: 2,175 shares; 2025Q2: 2,175 shares; 2025Q3: 675 shares; 2025Q4: 1,575 shares; 2026Q1: 1,583 shares; 2026Q2: 1,579 shares 1,579 $376K 0.08% -4 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: 589 shares; 2024Q4: 639 shares; 2025Q1: 639 shares; 2025Q2: 714 shares; 2025Q3: 714 shares; 2025Q4: 714 shares; 2026Q1: 714 shares; 2026Q2: 4,284 shares 4,284 $369K 0.08% +3,570 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,125 shares; 2024Q4: 1,125 shares; 2025Q1: 1,143 shares; 2025Q2: 1,144 shares; 2025Q3: 1,144 shares; 2025Q4: 1,144 shares; 2026Q1: 994 shares; 2026Q2: 994 shares 994 $368K 0.08% 0 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 410 shares; 2024Q4: 410 shares; 2025Q1: 417 shares; 2025Q2: 418 shares; 2025Q3: 418 shares; 2025Q4: 1,418 shares; 2026Q1: 1,430 shares; 2026Q2: 1,407 shares 1,407 $367K 0.08% -23 Timeline SPAB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,795 shares; 2026Q2: 13,984 shares 13,984 $357K 0.08% +12,189 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: 3,657 shares; 2024Q4: 4,313 shares; 2025Q1: 4,166 shares; 2025Q2: 3,670 shares; 2025Q3: 3,675 shares; 2025Q4: 3,679 shares; 2026Q1: 3,716 shares; 2026Q2: 3,662 shares 3,662 $350K 0.08% -54 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: 4,600 shares; 2024Q4: 4,600 shares; 2025Q1: 4,600 shares; 2025Q2: 4,600 shares; 2025Q3: 4,600 shares; 2025Q4: 4,600 shares; 2026Q1: 4,776 shares; 2026Q2: 4,699 shares 4,699 $342K 0.08% -77 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: 1,401 shares; 2024Q4: 1,401 shares; 2025Q1: 1,400 shares; 2025Q2: 1,401 shares; 2025Q3: 1,401 shares; 2025Q4: 1,401 shares; 2026Q1: 1,412 shares; 2026Q2: 1,528 shares 1,528 $337K 0.08% +116 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: 1,458 shares; 2024Q4: 1,458 shares; 2025Q1: 1,458 shares; 2025Q2: 1,458 shares; 2025Q3: 1,458 shares; 2025Q4: 1,958 shares; 2026Q1: 1,965 shares; 2026Q2: 2,977 shares 2,977 $335K 0.08% +1,012 Timeline ARKX ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,350 shares; 2024Q4: 8,350 shares; 2025Q1: 8,350 shares; 2025Q2: 8,900 shares; 2025Q3: 8,900 shares; 2025Q4: 8,900 shares; 2026Q1: 8,850 shares; 2026Q2: 9,750 shares 9,750 $333K 0.07% +900 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: 11,525 shares; 2024Q4: 11,071 shares; 2025Q1: 8,274 shares; 2025Q2: 6,550 shares; 2025Q3: 6,550 shares; 2025Q4: 5,750 shares; 2026Q1: 5,750 shares; 2026Q2: 3,500 shares 3,500 $332K 0.07% -2,250 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: 975 shares; 2024Q4: 1,503 shares; 2025Q1: 1,533 shares; 2025Q2: 1,533 shares; 2025Q3: 1,533 shares; 2025Q4: 1,533 shares; 2026Q1: 1,636 shares; 2026Q2: 1,587 shares 1,587 $332K 0.07% -49 Timeline CLX CLOROX CO DEL More: the full row for CLOROX CO DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,038 shares; 2024Q4: 2,038 shares; 2025Q1: 2,047 shares; 2025Q2: 2,136 shares; 2025Q3: 1,811 shares; 2025Q4: 1,811 shares; 2026Q1: 2,098 shares; 2026Q2: 3,463 shares 3,463 $331K 0.07% +1,365 Timeline ARM ARM HOLDINGS PLC More: the full row for ARM HOLDINGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 750 shares; 2024Q4: 750 shares; 2025Q1: 941 shares; 2025Q2: 941 shares; 2025Q3: 941 shares; 2025Q4: 941 shares; 2026Q1: 916 shares; 2026Q2: 921 shares 921 $327K 0.07% +5 Timeline CF CF INDUSTRIES HOLD More: the full row for CF INDUSTRIES HOLD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,266 shares; 2024Q4: 4,016 shares; 2025Q1: 4,034 shares; 2025Q2: 3,959 shares; 2025Q3: 3,959 shares; 2025Q4: 4,309 shares; 2026Q1: 3,164 shares; 2026Q2: 2,964 shares 2,964 $321K 0.07% -200 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,528 shares; 2024Q4: 3,828 shares; 2025Q1: 3,828 shares; 2025Q2: 3,828 shares; 2025Q3: 1,919 shares; 2025Q4: 1,919 shares; 2026Q1: 1,919 shares; 2026Q2: 1,947 shares 1,947 $309K 0.07% +28 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: 1,750 shares; 2024Q4: 1,750 shares; 2025Q1: 1,756 shares; 2025Q2: 1,356 shares; 2025Q3: 1,356 shares; 2025Q4: 1,356 shares; 2026Q1: 1,427 shares; 2026Q2: 1,384 shares 1,384 $308K 0.07% -43 Timeline STZ CONSTELLATION BRANDS INC More: the full row for CONSTELLATION BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,145 shares; 2024Q4: 2,145 shares; 2025Q1: 2,146 shares; 2025Q2: 2,146 shares; 2025Q3: 2,145 shares; 2025Q4: 2,145 shares; 2026Q1: 2,162 shares; 2026Q2: 2,167 shares 2,167 $301K 0.07% +5 Timeline FLS FLOWSERVE CORP More: the full row for FLOWSERVE 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: 150 shares; 2025Q4: 3,700 shares; 2026Q1: 3,700 shares; 2026Q2: 4,030 shares 4,030 $299K 0.07% +330 Timeline MATX MATSON INC More: the full row for MATSON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,532 shares; 2024Q4: 1,532 shares; 2025Q1: 1,532 shares; 2025Q2: 1,532 shares; 2025Q3: 1,532 shares; 2025Q4: 1,532 shares; 2026Q1: 1,532 shares; 2026Q2: 1,532 shares 1,532 $294K 0.07% 0 Timeline SRLN SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,317 shares; 2024Q4: 4,317 shares; 2025Q1: 4,317 shares; 2025Q2: 4,317 shares; 2025Q3: 4,317 shares; 2025Q4: 4,317 shares; 2026Q1: 4,929 shares; 2026Q2: 7,107 shares 7,107 $286K 0.06% +2,178 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,255 shares 3,255 $286K 0.06% new 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: 178 shares; 2024Q4: 178 shares; 2025Q1: 183 shares; 2025Q2: 183 shares; 2025Q3: 183 shares; 2025Q4: 183 shares; 2026Q1: 257 shares; 2026Q2: 276 shares 276 $280K 0.06% +19 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: 1,851 shares 1,851 $280K 0.06% new Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,642 shares; 2024Q4: 3,842 shares; 2025Q1: 3,842 shares; 2025Q2: 3,842 shares; 2025Q3: 3,842 shares; 2025Q4: 3,842 shares; 2026Q1: 3,842 shares; 2026Q2: 3,842 shares 3,842 $274K 0.06% 0 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23 shares; 2024Q4: 23 shares; 2025Q1: 23 shares; 2025Q2: 23 shares; 2025Q3: 15 shares; 2025Q4: not reported; 2026Q1: 140 shares; 2026Q2: 414 shares 414 $272K 0.06% +274 Timeline WCBR WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,450 shares; 2024Q4: 7,450 shares; 2025Q1: 7,450 shares; 2025Q2: 7,450 shares; 2025Q3: 7,450 shares; 2025Q4: 7,450 shares; 2026Q1: 7,450 shares; 2026Q2: 7,450 shares 7,450 $270K 0.06% 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: 1,973 shares; 2024Q4: 1,573 shares; 2025Q1: 1,578 shares; 2025Q2: 1,578 shares; 2025Q3: 1,578 shares; 2025Q4: 1,578 shares; 2026Q1: 1,687 shares; 2026Q2: 1,674 shares 1,674 $262K 0.06% -13 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: 2,474 shares; 2024Q4: 2,474 shares; 2025Q1: 2,474 shares; 2025Q2: 2,474 shares; 2025Q3: 2,474 shares; 2025Q4: 2,474 shares; 2026Q1: 2,504 shares; 2026Q2: 2,504 shares 2,504 $260K 0.06% 0 Timeline OLN OLIN CORP More: the full row for OLIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,480 shares; 2024Q4: 2,480 shares; 2025Q1: 4,350 shares; 2025Q2: 4,747 shares; 2025Q3: 6,297 shares; 2025Q4: 14,357 shares; 2026Q1: 12,707 shares; 2026Q2: 13,107 shares 13,107 $260K 0.06% +400 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,765 shares; 2024Q4: 1,795 shares; 2025Q1: 1,823 shares; 2025Q2: 1,849 shares; 2025Q3: 2,831 shares; 2025Q4: 2,858 shares; 2026Q1: 2,878 shares; 2026Q2: 6,904 shares 6,904 $255K 0.06% +4,026 Timeline MTRN MATERION CORP More: the full row for MATERION CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 854 shares; 2024Q4: 854 shares; 2025Q1: 854 shares; 2025Q2: 854 shares; 2025Q3: 854 shares; 2025Q4: 854 shares; 2026Q1: 854 shares; 2026Q2: 854 shares 854 $254K 0.06% 0 Timeline MGM MGM RESORTS INTERNATIONAL More: the full row for MGM RESORTS INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,950 shares; 2024Q4: 8,725 shares; 2025Q1: 8,350 shares; 2025Q2: 7,850 shares; 2025Q3: 6,950 shares; 2025Q4: 6,950 shares; 2026Q1: 5,825 shares; 2026Q2: 5,225 shares 5,225 $250K 0.06% -600 Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,645 shares; 2024Q4: 10,420 shares; 2025Q1: 10,598 shares; 2025Q2: 10,699 shares; 2025Q3: 10,699 shares; 2025Q4: 10,899 shares; 2026Q1: 6,474 shares; 2026Q2: 6,029 shares 6,029 $249K 0.06% -445 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: 590 shares; 2024Q4: 590 shares; 2025Q1: 605 shares; 2025Q2: 606 shares; 2025Q3: 481 shares; 2025Q4: 481 shares; 2026Q1: 565 shares; 2026Q2: 576 shares 576 $245K 0.06% +11 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: 60 shares; 2024Q4: 60 shares; 2025Q1: 121 shares; 2025Q2: 121 shares; 2025Q3: 121 shares; 2025Q4: 121 shares; 2026Q1: 181 shares; 2026Q2: 211 shares 211 $244K 0.05% +30 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: 2,801 shares; 2024Q4: 2,462 shares; 2025Q1: 2,537 shares; 2025Q2: 2,372 shares; 2025Q3: 2,322 shares; 2025Q4: 2,022 shares; 2026Q1: 1,389 shares; 2026Q2: 1,272 shares 1,272 $242K 0.05% -117 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: 751 shares; 2024Q4: 751 shares; 2025Q1: 751 shares; 2025Q2: 751 shares; 2025Q3: 751 shares; 2025Q4: 751 shares; 2026Q1: 751 shares; 2026Q2: 3,004 shares 3,004 $242K 0.05% +2,253 Timeline PNRG PRIMEENERGY RESOURCES CORP More: the full row for PRIMEENERGY RESOURCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,933 shares; 2024Q4: 1,708 shares; 2025Q1: 1,708 shares; 2025Q2: 1,708 shares; 2025Q3: 1,708 shares; 2025Q4: 1,583 shares; 2026Q1: 1,583 shares; 2026Q2: 1,433 shares 1,433 $239K 0.05% -150 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: 12,369 shares; 2024Q4: 15,140 shares; 2025Q1: 18,023 shares; 2025Q2: 19,181 shares; 2025Q3: 21,768 shares; 2025Q4: 16,319 shares; 2026Q1: 10,466 shares; 2026Q2: 8,514 shares 8,514 $233K 0.05% -1,952 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20 shares; 2024Q4: 30 shares; 2025Q1: 1,185 shares; 2025Q2: 1,200 shares; 2025Q3: 1,215 shares; 2025Q4: 1,215 shares; 2026Q1: 1,170 shares; 2026Q2: 1,170 shares 1,170 $231K 0.05% 0 Timeline SPYV 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: 3,450 shares; 2024Q4: 3,450 shares; 2025Q1: 3,450 shares; 2025Q2: 3,450 shares; 2025Q3: 3,450 shares; 2025Q4: 3,450 shares; 2026Q1: 3,450 shares; 2026Q2: 3,685 shares 3,685 $224K 0.05% +235 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: 1,647 shares 1,647 $223K 0.05% new 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: 1,396 shares; 2024Q4: 2,896 shares; 2025Q1: 2,959 shares; 2025Q2: 3,083 shares; 2025Q3: 6,883 shares; 2025Q4: 6,883 shares; 2026Q1: 6,931 shares; 2026Q2: 6,982 shares 6,982 $223K 0.05% +51 Timeline TMC TMC THE METALS COMPANY INC More: the full row for TMC THE METALS COMPANY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 50,000 shares; 2024Q4: 50,000 shares; 2025Q1: 50,000 shares; 2025Q2: 50,000 shares; 2025Q3: 50,000 shares; 2025Q4: 50,000 shares; 2026Q1: 50,000 shares; 2026Q2: 50,000 shares 50,000 $222K 0.05% 0 Timeline ICLN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,843 shares; 2024Q4: 4,843 shares; 2025Q1: 4,743 shares; 2025Q2: 4,743 shares; 2025Q3: 4,743 shares; 2025Q4: 10,643 shares; 2026Q1: 10,697 shares; 2026Q2: 10,668 shares 10,668 $219K 0.05% -29 Timeline IHE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,247 shares; 2024Q4: 2,247 shares; 2025Q1: 2,247 shares; 2025Q2: 2,376 shares; 2025Q3: 2,376 shares; 2025Q4: 2,376 shares; 2026Q1: 2,196 shares; 2026Q2: 2,196 shares 2,196 $217K 0.05% 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: 2,684 shares; 2024Q4: 3,934 shares; 2025Q1: 3,899 shares; 2025Q2: 3,899 shares; 2025Q3: 3,899 shares; 2025Q4: 3,674 shares; 2026Q1: 3,485 shares; 2026Q2: 3,438 shares 3,438 $216K 0.05% -47 Timeline VGK 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: 2,325 shares; 2024Q4: 2,325 shares; 2025Q1: 2,325 shares; 2025Q2: 2,628 shares; 2025Q3: 2,628 shares; 2025Q4: 2,415 shares; 2026Q1: 2,415 shares; 2026Q2: 2,415 shares 2,415 $214K 0.05% 0 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: 1,518 shares; 2024Q4: 1,999 shares; 2025Q1: 1,999 shares; 2025Q2: 2,232 shares; 2025Q3: 2,232 shares; 2025Q4: 1,732 shares; 2026Q1: 1,770 shares; 2026Q2: 1,750 shares 1,750 $212K 0.05% -20 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,780 shares; 2024Q4: 1,780 shares; 2025Q1: 1,780 shares; 2025Q2: 1,780 shares; 2025Q3: 1,780 shares; 2025Q4: 1,780 shares; 2026Q1: 1,780 shares; 2026Q2: 1,780 shares 1,780 $212K 0.05% 0 Timeline SOLS SOLSTICE ADVANCED MATLS INC More: the full row for SOLSTICE ADVANCED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,342 shares; 2026Q1: 2,616 shares; 2026Q2: 2,388 shares 2,388 $212K 0.05% -228 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: 800 shares; 2024Q4: 800 shares; 2025Q1: 804 shares; 2025Q2: 804 shares; 2025Q3: 804 shares; 2025Q4: 804 shares; 2026Q1: 816 shares; 2026Q2: 812 shares 812 $208K 0.05% -4 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 913 shares; 2024Q4: 913 shares; 2025Q1: 913 shares; 2025Q2: 913 shares; 2025Q3: 913 shares; 2025Q4: 913 shares; 2026Q1: 913 shares; 2026Q2: 913 shares 913 $207K 0.05% 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: 192 shares; 2024Q4: 460 shares; 2025Q1: 586 shares; 2025Q2: 733 shares; 2025Q3: 733 shares; 2025Q4: 733 shares; 2026Q1: 756 shares; 2026Q2: 761 shares 761 $207K 0.05% +5 Timeline STT STATE STR CORP More: the full row for STATE STR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,260 shares; 2024Q4: 1,260 shares; 2025Q1: 1,708 shares; 2025Q2: 1,708 shares; 2025Q3: 1,708 shares; 2025Q4: 1,178 shares; 2026Q1: 1,207 shares; 2026Q2: 1,215 shares 1,215 $206K 0.05% +8 Timeline BOND PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,771 shares; 2024Q4: 4,734 shares; 2025Q1: 3,926 shares; 2025Q2: 3,729 shares; 2025Q3: 2,786 shares; 2025Q4: 2,743 shares; 2026Q1: 2,574 shares; 2026Q2: 2,227 shares 2,227 $205K 0.05% -347 Timeline QQQI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,300 shares; 2024Q4: 3,300 shares; 2025Q1: 3,525 shares; 2025Q2: 3,525 shares; 2025Q3: 3,525 shares; 2025Q4: 3,525 shares; 2026Q1: 3,525 shares; 2026Q2: 3,525 shares 3,525 $200K 0.04% 0 Timeline MP MP MATERIALS CORP More: the full row for MP MATERIALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,600 shares; 2024Q4: 6,000 shares; 2025Q1: 6,000 shares; 2025Q2: 6,000 shares; 2025Q3: 3,550 shares; 2025Q4: 3,550 shares; 2026Q1: 3,550 shares; 2026Q2: 3,550 shares 3,550 $199K 0.04% 0 Timeline XMLV 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: 2,892 shares; 2024Q4: 2,898 shares; 2025Q1: 2,905 shares; 2025Q2: 2,911 shares; 2025Q3: 2,917 shares; 2025Q4: 2,923 shares; 2026Q1: 2,931 shares; 2026Q2: 2,937 shares 2,937 $195K 0.04% +6 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,463 shares; 2024Q4: 1,463 shares; 2025Q1: 1,487 shares; 2025Q2: 1,488 shares; 2025Q3: 1,463 shares; 2025Q4: 1,463 shares; 2026Q1: 1,468 shares; 2026Q2: 1,479 shares 1,479 $193K 0.04% +11 Timeline VTWV 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: 950 shares; 2024Q4: 950 shares; 2025Q1: 950 shares; 2025Q2: 950 shares; 2025Q3: 950 shares; 2025Q4: 950 shares; 2026Q1: 950 shares; 2026Q2: 950 shares 950 $186K 0.04% 0 Timeline GPC GENUINE PARTS CO More: the full row for GENUINE PARTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,458 shares; 2024Q4: 1,458 shares; 2025Q1: 1,458 shares; 2025Q2: 1,541 shares; 2025Q3: 1,541 shares; 2025Q4: 1,541 shares; 2026Q1: 1,558 shares; 2026Q2: 1,551 shares 1,551 $183K 0.04% -7 Timeline HLT HILTON WORLDWIDE HLDGS INC More: the full row for HILTON WORLDWIDE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 125 shares; 2024Q4: 470 shares; 2025Q1: 499 shares; 2025Q2: 499 shares; 2025Q3: 499 shares; 2025Q4: 499 shares; 2026Q1: 543 shares; 2026Q2: 539 shares 539 $178K 0.04% -4 Timeline TY TRI CONTL CORP More: the full row for TRI CONTL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,800 shares; 2024Q4: 6,000 shares; 2025Q1: 5,000 shares; 2025Q2: 4,600 shares; 2025Q3: 4,200 shares; 2025Q4: 4,200 shares; 2026Q1: 4,200 shares; 2026Q2: 5,150 shares 5,150 $177K 0.04% +950 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: 1,247 shares; 2024Q4: 1,247 shares; 2025Q1: 1,261 shares; 2025Q2: 1,261 shares; 2025Q3: 1,261 shares; 2025Q4: 1,261 shares; 2026Q1: 1,265 shares; 2026Q2: 1,265 shares 1,265 $173K 0.04% 0 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,075 shares; 2024Q4: 1,575 shares; 2025Q1: 1,624 shares; 2025Q2: 1,499 shares; 2025Q3: 1,499 shares; 2025Q4: 1,349 shares; 2026Q1: 1,349 shares; 2026Q2: 1,365 shares 1,365 $172K 0.04% +16 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: 470 shares; 2024Q4: 470 shares; 2025Q1: 470 shares; 2025Q2: 470 shares; 2025Q3: 470 shares; 2025Q4: 470 shares; 2026Q1: 528 shares; 2026Q2: 505 shares 505 $172K 0.04% -23 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: 1,094 shares; 2024Q4: 1,094 shares; 2025Q1: 1,094 shares; 2025Q2: 1,094 shares; 2025Q3: 1,094 shares; 2025Q4: 1,094 shares; 2026Q1: 1,094 shares; 2026Q2: 1,094 shares 1,094 $171K 0.04% 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: 635 shares; 2024Q4: 860 shares; 2025Q1: 888 shares; 2025Q2: 888 shares; 2025Q3: 888 shares; 2025Q4: 888 shares; 2026Q1: 935 shares; 2026Q2: 941 shares 941 $170K 0.04% +6 Timeline FISR SSGA ACTIVE TR More: the full row for SSGA ACTIVE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,920 shares; 2026Q2: 6,591 shares 6,591 $169K 0.04% +3,671 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 846 shares; 2024Q4: 860 shares; 2025Q1: 860 shares; 2025Q2: 867 shares; 2025Q3: 867 shares; 2025Q4: 879 shares; 2026Q1: 879 shares; 2026Q2: 2,027 shares 2,027 $168K 0.04% +1,148 Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,316 shares; 2024Q4: 2,316 shares; 2025Q1: 2,666 shares; 2025Q2: 2,666 shares; 2025Q3: 2,666 shares; 2025Q4: 2,316 shares; 2026Q1: 2,316 shares; 2026Q2: 2,316 shares 2,316 $167K 0.04% 0 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 495 shares; 2024Q4: 695 shares; 2025Q1: 695 shares; 2025Q2: 695 shares; 2025Q3: 695 shares; 2025Q4: 695 shares; 2026Q1: 695 shares; 2026Q2: 695 shares 695 $164K 0.04% 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: 926 shares; 2024Q4: 956 shares; 2025Q1: 986 shares; 2025Q2: 986 shares; 2025Q3: 986 shares; 2025Q4: 886 shares; 2026Q1: 1,052 shares; 2026Q2: 1,074 shares 1,074 $163K 0.04% +22 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7 shares; 2025Q2: 8 shares; 2025Q3: 8 shares; 2025Q4: 8 shares; 2026Q1: 26 shares; 2026Q2: 520 shares 520 $157K 0.04% +494 Timeline AVY AVERY DENNISON CORP More: the full row for AVERY DENNISON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 910 shares; 2024Q4: 810 shares; 2025Q1: 810 shares; 2025Q2: 810 shares; 2025Q3: 810 shares; 2025Q4: 960 shares; 2026Q1: 960 shares; 2026Q2: 960 shares 960 $156K 0.03% 0 Timeline SPMD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 689 shares; 2026Q2: 2,297 shares 2,297 $155K 0.03% +1,608 Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,393 shares; 2024Q4: 1,393 shares; 2025Q1: 1,393 shares; 2025Q2: 1,393 shares; 2025Q3: 1,193 shares; 2025Q4: 1,193 shares; 2026Q1: 1,171 shares; 2026Q2: 1,171 shares 1,171 $155K 0.03% 0 Timeline BKR BAKER HUGHES COMPANY More: the full row for BAKER HUGHES COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 16 shares; 2025Q2: 16 shares; 2025Q3: 16 shares; 2025Q4: 16 shares; 2026Q1: 2,241 shares; 2026Q2: 2,745 shares 2,745 $152K 0.03% +504 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 850 shares; 2024Q4: 850 shares; 2025Q1: 862 shares; 2025Q2: 862 shares; 2025Q3: 862 shares; 2025Q4: 862 shares; 2026Q1: 783 shares; 2026Q2: 774 shares 774 $150K 0.03% -9 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: 200 shares; 2024Q4: 200 shares; 2025Q1: 200 shares; 2025Q2: 200 shares; 2025Q3: 200 shares; 2025Q4: 200 shares; 2026Q1: 200 shares; 2026Q2: 2,200 shares 2,200 $149K 0.03% +2,000 Timeline FTBD FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,990 shares 2,990 $147K 0.03% new Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,975 shares; 2024Q4: 1,975 shares; 2025Q1: 1,975 shares; 2025Q2: 1,975 shares; 2025Q3: 1,726 shares; 2025Q4: 1,726 shares; 2026Q1: 1,726 shares; 2026Q2: 1,726 shares 1,726 $146K 0.03% 0 Timeline XLSR SSGA ACTIVE TR More: the full row for SSGA ACTIVE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,536 shares; 2026Q2: 2,239 shares 2,239 $145K 0.03% +703 Timeline WSM WILLIAMS SONOMA INC More: the full row for WILLIAMS SONOMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 560 shares; 2025Q1: 560 shares; 2025Q2: 560 shares; 2025Q3: 560 shares; 2025Q4: 560 shares; 2026Q1: 622 shares; 2026Q2: 615 shares 615 $143K 0.03% -7 Timeline AZZ AZZ INC More: the full row for AZZ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 902 shares; 2024Q4: 902 shares; 2025Q1: 902 shares; 2025Q2: 902 shares; 2025Q3: 902 shares; 2025Q4: 902 shares; 2026Q1: 902 shares; 2026Q2: 902 shares 902 $140K 0.03% 0 Timeline VOOV VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 610 shares; 2024Q4: 610 shares; 2025Q1: 600 shares; 2025Q2: 600 shares; 2025Q3: 600 shares; 2025Q4: 635 shares; 2026Q1: 635 shares; 2026Q2: 635 shares 635 $139K 0.03% 0 Timeline TXT TEXTRON INC More: the full row for TEXTRON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,500 shares; 2024Q4: 1,500 shares; 2025Q1: 1,504 shares; 2025Q2: 1,505 shares; 2025Q3: 1,505 shares; 2025Q4: 1,505 shares; 2026Q1: 1,505 shares; 2026Q2: 1,505 shares 1,505 $138K 0.03% 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: 5,914 shares; 2024Q4: 5,536 shares; 2025Q1: 5,536 shares; 2025Q2: 5,436 shares; 2025Q3: 5,436 shares; 2025Q4: 4,674 shares; 2026Q1: 4,674 shares; 2026Q2: 4,497 shares 4,497 $137K 0.03% -177 Timeline SPSM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 563 shares; 2026Q2: 2,374 shares 2,374 $137K 0.03% +1,811 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 410 shares; 2025Q1: 410 shares; 2025Q2: 410 shares; 2025Q3: 410 shares; 2025Q4: 410 shares; 2026Q1: 560 shares; 2026Q2: 560 shares 560 $136K 0.03% 0 Timeline FSLR FIRST SOLAR INC More: the full row for FIRST SOLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20 shares; 2024Q4: 20 shares; 2025Q1: 20 shares; 2025Q2: 20 shares; 2025Q3: 20 shares; 2025Q4: 670 shares; 2026Q1: 670 shares; 2026Q2: 570 shares 570 $134K 0.03% -100 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 605 shares; 2024Q4: 605 shares; 2025Q1: 605 shares; 2025Q2: 605 shares; 2025Q3: 605 shares; 2025Q4: 605 shares; 2026Q1: 605 shares; 2026Q2: 605 shares 605 $134K 0.03% 0 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 310 shares; 2024Q4: 500 shares; 2025Q1: 329 shares; 2025Q2: 329 shares; 2025Q3: 329 shares; 2025Q4: 174 shares; 2026Q1: 265 shares; 2026Q2: 230 shares 230 $134K 0.03% -35 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: 275 shares; 2024Q4: 720 shares; 2025Q1: 724 shares; 2025Q2: 725 shares; 2025Q3: 725 shares; 2025Q4: 725 shares; 2026Q1: 773 shares; 2026Q2: 780 shares 780 $132K 0.03% +7 Timeline ABM ABM INDS INC More: the full row for ABM INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,916 shares; 2024Q4: 2,916 shares; 2025Q1: 2,916 shares; 2025Q2: 2,916 shares; 2025Q3: 2,916 shares; 2025Q4: 2,916 shares; 2026Q1: 2,916 shares; 2026Q2: 2,916 shares 2,916 $129K 0.03% 0 Timeline FBTC FIDELITY WISE ORIGIN BITCOIN More: the full row for FIDELITY WISE ORIGIN BITCOIN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,460 shares; 2024Q4: 2,435 shares; 2025Q1: 2,435 shares; 2025Q2: 2,390 shares; 2025Q3: 2,390 shares; 2025Q4: 2,415 shares; 2026Q1: 2,390 shares; 2026Q2: 2,515 shares 2,515 $128K 0.03% +125 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: 125 shares; 2024Q4: 425 shares; 2025Q1: 425 shares; 2025Q2: 1,725 shares; 2025Q3: 1,926 shares; 2025Q4: 2,076 shares; 2026Q1: 1,875 shares; 2026Q2: 1,875 shares 1,875 $128K 0.03% 0 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,395 shares; 2024Q4: 2,175 shares; 2025Q1: 2,135 shares; 2025Q2: 2,135 shares; 2025Q3: 2,135 shares; 2025Q4: 3,010 shares; 2026Q1: 2,959 shares; 2026Q2: 2,960 shares 2,960 $128K 0.03% +1 Timeline VICI VICI PPTYS INC More: the full row for VICI PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,700 shares; 2024Q4: 3,159 shares; 2025Q1: 3,300 shares; 2025Q2: 2,100 shares; 2025Q3: 2,100 shares; 2025Q4: 3,900 shares; 2026Q1: 4,600 shares; 2026Q2: 4,800 shares 4,800 $127K 0.03% +200 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: 205 shares; 2024Q4: 205 shares; 2025Q1: 223 shares; 2025Q2: 223 shares; 2025Q3: 223 shares; 2025Q4: 223 shares; 2026Q1: 269 shares; 2026Q2: 246 shares 246 $127K 0.03% -23 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,033 shares; 2024Q4: 1,261 shares; 2025Q1: 1,263 shares; 2025Q2: 1,263 shares; 2025Q3: 1,263 shares; 2025Q4: 1,263 shares; 2026Q1: 1,180 shares; 2026Q2: 1,215 shares 1,215 $126K 0.03% +35 Timeline FVD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,600 shares; 2024Q4: 2,600 shares; 2025Q1: 2,600 shares; 2025Q2: 2,600 shares; 2025Q3: 2,600 shares; 2025Q4: 2,600 shares; 2026Q1: 2,600 shares; 2026Q2: 2,600 shares 2,600 $125K 0.03% 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: 23,150 shares; 2024Q4: 22,151 shares; 2025Q1: 22,249 shares; 2025Q2: 21,944 shares; 2025Q3: 21,794 shares; 2025Q4: 7,221 shares; 2026Q1: 4,302 shares; 2026Q2: 2,504 shares 2,504 $123K 0.03% -1,798 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: 4,628 shares; 2024Q4: 5,577 shares; 2025Q1: 5,577 shares; 2025Q2: 5,439 shares; 2025Q3: 5,398 shares; 2025Q4: 5,034 shares; 2026Q1: 5,096 shares; 2026Q2: 4,904 shares 4,904 $123K 0.03% -192 Timeline HRL HORMEL FOODS CORP More: the full row for HORMEL FOODS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,598 shares; 2024Q4: 9,598 shares; 2025Q1: 9,598 shares; 2025Q2: 4,931 shares; 2025Q3: 4,931 shares; 2025Q4: 4,931 shares; 2026Q1: 4,931 shares; 2026Q2: 4,931 shares 4,931 $122K 0.03% 0 Timeline AVEM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,266 shares; 2024Q4: 1,266 shares; 2025Q1: 1,266 shares; 2025Q2: 1,266 shares; 2025Q3: 1,266 shares; 2025Q4: 1,266 shares; 2026Q1: 1,266 shares; 2026Q2: 1,266 shares 1,266 $122K 0.03% 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: 1,533 shares; 2024Q4: 1,533 shares; 2025Q1: 1,533 shares; 2025Q2: 1,533 shares; 2025Q3: 1,533 shares; 2025Q4: 1,533 shares; 2026Q1: 1,533 shares; 2026Q2: 1,533 shares 1,533 $121K 0.03% 0 Timeline IQQQ PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,360 shares; 2025Q4: 2,360 shares; 2026Q1: 2,360 shares; 2026Q2: 2,360 shares 2,360 $120K 0.03% 0 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,800 shares; 2024Q4: 2,735 shares; 2025Q1: 2,438 shares; 2025Q2: 2,428 shares; 2025Q3: 1,825 shares; 2025Q4: 1,525 shares; 2026Q1: 1,621 shares; 2026Q2: 1,635 shares 1,635 $117K 0.03% +14 Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,000 shares; 2024Q4: 3,000 shares; 2025Q1: 3,000 shares; 2025Q2: 3,000 shares; 2025Q3: 3,000 shares; 2025Q4: 3,000 shares; 2026Q1: 3,000 shares; 2026Q2: 2,000 shares 2,000 $116K 0.03% -1,000 Timeline BOTZ 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: 400 shares; 2024Q4: 1,300 shares; 2025Q1: 2,700 shares; 2025Q2: 2,750 shares; 2025Q3: 2,750 shares; 2025Q4: 2,750 shares; 2026Q1: 2,750 shares; 2026Q2: 3,050 shares 3,050 $116K 0.03% +300 Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,128 shares; 2026Q2: 2,205 shares 2,205 $114K 0.03% +1,077 Timeline COWZ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 306 shares; 2024Q4: 306 shares; 2025Q1: 306 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 110 shares; 2026Q2: 1,812 shares 1,812 $113K 0.03% +1,702 Timeline ISPY PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,290 shares; 2025Q4: 2,290 shares; 2026Q1: 2,290 shares; 2026Q2: 2,290 shares 2,290 $110K 0.02% 0 Timeline KIM KIMCO REALTY CORP More: the full row for KIMCO REALTY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 660 shares; 2025Q2: 660 shares; 2025Q3: 660 shares; 2025Q4: 1,500 shares; 2026Q1: 3,000 shares; 2026Q2: 4,350 shares 4,350 $110K 0.02% +1,350 Timeline AZN ASTRAZENECA PLC More: the full row for ASTRAZENECA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 617 shares; 2026Q2: 581 shares 581 $110K 0.02% -36 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: 200 shares; 2024Q4: 200 shares; 2025Q1: 200 shares; 2025Q2: 200 shares; 2025Q3: 200 shares; 2025Q4: 200 shares; 2026Q1: 241 shares; 2026Q2: 222 shares 222 $110K 0.02% -19 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 320 shares; 2025Q1: 369 shares; 2025Q2: 320 shares; 2025Q3: 320 shares; 2025Q4: 150 shares; 2026Q1: 724 shares; 2026Q2: 637 shares 637 $108K 0.02% -87 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: not reported; 2024Q4: 289 shares; 2025Q1: 320 shares; 2025Q2: 321 shares; 2025Q3: 321 shares; 2025Q4: 321 shares; 2026Q1: 321 shares; 2026Q2: 326 shares 326 $108K 0.02% +5 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,202 shares; 2024Q4: 1,202 shares; 2025Q1: 1,202 shares; 2025Q2: 1,202 shares; 2025Q3: 1,124 shares; 2025Q4: 1,124 shares; 2026Q1: 1,124 shares; 2026Q2: 1,124 shares 1,124 $107K 0.02% 0 Timeline GGN GAMCO GLOBAL GOLD NAT RES & More: the full row for GAMCO GLOBAL GOLD NAT RES & Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,667 shares; 2024Q4: 24,897 shares; 2025Q1: 25,130 shares; 2025Q2: 23,193 shares; 2025Q3: 23,370 shares; 2025Q4: 23,540 shares; 2026Q1: 21,986 shares; 2026Q2: 22,130 shares 22,130 $107K 0.02% +144 Timeline TSN TYSON FOODS INC More: the full row for TYSON FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,975 shares; 2024Q4: 1,345 shares; 2025Q1: 1,367 shares; 2025Q2: 1,867 shares; 2025Q3: 1,867 shares; 2025Q4: 1,867 shares; 2026Q1: 1,867 shares; 2026Q2: 1,867 shares 1,867 $107K 0.02% 0 Timeline RPV INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 925 shares; 2024Q4: 925 shares; 2025Q1: 925 shares; 2025Q2: 925 shares; 2025Q3: 925 shares; 2025Q4: 925 shares; 2026Q1: 925 shares; 2026Q2: 925 shares 925 $105K 0.02% 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: 3,766 shares; 2024Q4: 1,490 shares; 2025Q1: 1,533 shares; 2025Q2: 1,533 shares; 2025Q3: 1,533 shares; 2025Q4: 1,533 shares; 2026Q1: 1,533 shares; 2026Q2: 1,533 shares 1,533 $105K 0.02% 0 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 279 shares; 2024Q4: 279 shares; 2025Q1: 252 shares; 2025Q2: 252 shares; 2025Q3: 252 shares; 2025Q4: 252 shares; 2026Q1: 252 shares; 2026Q2: 252 shares 252 $103K 0.02% 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: 2,014 shares; 2024Q4: 2,014 shares; 2025Q1: 2,014 shares; 2025Q2: 2,014 shares; 2025Q3: 2,014 shares; 2025Q4: 2,300 shares; 2026Q1: 1,600 shares; 2026Q2: 2,965 shares 2,965 $103K 0.02% +1,365 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 349 shares; 2024Q4: 349 shares; 2025Q1: 349 shares; 2025Q2: 366 shares; 2025Q3: 366 shares; 2025Q4: 291 shares; 2026Q1: 331 shares; 2026Q2: 279 shares 279 $103K 0.02% -52 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 29 shares; 2026Q2: 533 shares 533 $100K 0.02% +504 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: 300 shares; 2024Q4: 270 shares; 2025Q1: 270 shares; 2025Q2: 270 shares; 2025Q3: 270 shares; 2025Q4: 2,195 shares; 2026Q1: 2,195 shares; 2026Q2: 2,195 shares 2,195 $99.9K 0.02% 0 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 688 shares; 2024Q4: 789 shares; 2025Q1: 791 shares; 2025Q2: 792 shares; 2025Q3: 543 shares; 2025Q4: 543 shares; 2026Q1: 572 shares; 2026Q2: 557 shares 557 $97.7K 0.02% -15 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: 798 shares; 2024Q4: 738 shares; 2025Q1: 702 shares; 2025Q2: 917 shares; 2025Q3: 833 shares; 2025Q4: 615 shares; 2026Q1: 590 shares; 2026Q2: 644 shares 644 $97.5K 0.02% +54 Timeline WDFC WD 40 CO More: the full row for WD 40 CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 400 shares 400 $97.5K 0.02% new 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: 215 shares; 2024Q4: 215 shares; 2025Q1: 232 shares; 2025Q2: 232 shares; 2025Q3: 232 shares; 2025Q4: 232 shares; 2026Q1: 232 shares; 2026Q2: 234 shares 234 $97.2K 0.02% +2 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: 1,285 shares; 2024Q4: 1,487 shares; 2025Q1: 1,626 shares; 2025Q2: 1,376 shares; 2025Q3: 1,370 shares; 2025Q4: 1,237 shares; 2026Q1: 1,329 shares; 2026Q2: 1,165 shares 1,165 $91.1K 0.02% -164 Timeline ESS ESSEX PPTY TR INC More: the full row for ESSEX PPTY TR INC 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: 304 shares; 2025Q4: 304 shares; 2026Q1: 304 shares; 2026Q2: 304 shares 304 $88.6K 0.02% 0 Timeline LH LABCORP HOLDINGS INC More: the full row for LABCORP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 300 shares; 2024Q4: 300 shares; 2025Q1: 300 shares; 2025Q2: 300 shares; 2025Q3: 300 shares; 2025Q4: 300 shares; 2026Q1: 311 shares; 2026Q2: 315 shares 315 $88.2K 0.02% +4 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 925 shares; 2026Q2: 3,301 shares 3,301 $86.6K 0.02% +2,376 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 516 shares; 2024Q4: 516 shares; 2025Q1: 516 shares; 2025Q2: 516 shares; 2025Q3: 516 shares; 2025Q4: 525 shares; 2026Q1: 525 shares; 2026Q2: 525 shares 525 $86.4K 0.02% 0 Timeline YUMC YUM CHINA HLDGS INC More: the full row for YUM CHINA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,050 shares; 2024Q4: 2,050 shares; 2025Q1: 2,050 shares; 2025Q2: 2,050 shares; 2025Q3: 2,050 shares; 2025Q4: 2,050 shares; 2026Q1: 2,095 shares; 2026Q2: 2,091 shares 2,091 $85.5K 0.02% -4 Timeline TIPX SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 964 shares; 2026Q2: 4,433 shares 4,433 $83.9K 0.02% +3,469 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 399 shares; 2024Q4: 399 shares; 2025Q1: 399 shares; 2025Q2: 356 shares; 2025Q3: 356 shares; 2025Q4: 712 shares; 2026Q1: 712 shares; 2026Q2: 712 shares 712 $83.5K 0.02% 0 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,014 shares; 2024Q4: 1,014 shares; 2025Q1: 1,014 shares; 2025Q2: 1,014 shares; 2025Q3: 1,014 shares; 2025Q4: 839 shares; 2026Q1: 839 shares; 2026Q2: 839 shares 839 $80.9K 0.02% 0 Timeline NMT NUVEEN MASS QUALITY MUN INC More: the full row for NUVEEN MASS QUALITY MUN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,207 shares; 2024Q4: 6,207 shares; 2025Q1: 6,207 shares; 2025Q2: 6,207 shares; 2025Q3: 6,207 shares; 2025Q4: 6,207 shares; 2026Q1: 6,207 shares; 2026Q2: 6,207 shares 6,207 $80.6K 0.02% 0 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,253 shares; 2026Q2: 3,532 shares 3,532 $80.5K 0.02% +279 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: 282 shares; 2024Q4: 732 shares; 2025Q1: 732 shares; 2025Q2: 972 shares; 2025Q3: 972 shares; 2025Q4: 828 shares; 2026Q1: 938 shares; 2026Q2: 940 shares 940 $79.6K 0.02% +2 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 100 shares; 2024Q4: 352 shares; 2025Q1: 354 shares; 2025Q2: 355 shares; 2025Q3: 355 shares; 2025Q4: 355 shares; 2026Q1: 355 shares; 2026Q2: 355 shares 355 $78.4K 0.02% 0 Timeline CCI CROWN CASTLE INC More: the full row for CROWN CASTLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,544 shares; 2024Q4: 1,693 shares; 2025Q1: 1,498 shares; 2025Q2: 1,401 shares; 2025Q3: 1,403 shares; 2025Q4: 1,081 shares; 2026Q1: 1,084 shares; 2026Q2: 1,035 shares 1,035 $78.4K 0.02% -49 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: 1,023 shares; 2024Q4: 1,023 shares; 2025Q1: 1,050 shares; 2025Q2: 1,050 shares; 2025Q3: 1,050 shares; 2025Q4: 1,050 shares; 2026Q1: 1,050 shares; 2026Q2: 1,088 shares 1,088 $78.3K 0.02% +38 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: 2,000 shares; 2024Q4: 1,700 shares; 2025Q1: 1,700 shares; 2025Q2: 1,700 shares; 2025Q3: 1,700 shares; 2025Q4: 1,700 shares; 2026Q1: 1,759 shares; 2026Q2: 905 shares 905 $77.9K 0.02% -854 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: not reported; 2024Q4: 266 shares; 2025Q1: 299 shares; 2025Q2: 299 shares; 2025Q3: 299 shares; 2025Q4: 299 shares; 2026Q1: 322 shares; 2026Q2: 310 shares 310 $77K 0.02% -12 Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 609 shares; 2024Q4: 609 shares; 2025Q1: 609 shares; 2025Q2: 609 shares; 2025Q3: 609 shares; 2025Q4: 609 shares; 2026Q1: 609 shares; 2026Q2: 609 shares 609 $76K 0.02% 0 Timeline JMUB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,487 shares 1,487 $75.3K 0.02% new 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: 1,415 shares; 2026Q1: 469 shares; 2026Q2: 457 shares 457 $74.6K 0.02% -12 Timeline GOLF ACUSHNET HLDGS CORP More: the full row for ACUSHNET HLDGS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 625 shares; 2024Q4: 625 shares; 2025Q1: 625 shares; 2025Q2: 625 shares; 2025Q3: 625 shares; 2025Q4: 625 shares; 2026Q1: 625 shares; 2026Q2: 625 shares 625 $74.1K 0.02% 0 Timeline ARKQ ARK ETF TR More: the full row for ARK 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: 555 shares 555 $73.4K 0.02% new Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 902 shares; 2024Q4: 902 shares; 2025Q1: 902 shares; 2025Q2: 902 shares; 2025Q3: 902 shares; 2025Q4: 902 shares; 2026Q1: 902 shares; 2026Q2: 902 shares 902 $72.4K 0.02% 0 Timeline PRM PERIMETER SOLUTIONS INC More: the full row for PERIMETER SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,000 shares; 2025Q4: 2,000 shares; 2026Q1: 2,000 shares; 2026Q2: 2,000 shares 2,000 $71.3K 0.02% 0 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: not reported; 2024Q4: 10 shares; 2025Q1: 14 shares; 2025Q2: 89 shares; 2025Q3: 89 shares; 2025Q4: 89 shares; 2026Q1: 96 shares; 2026Q2: 94 shares 94 $71K 0.02% -2 Timeline JLL JONES LANG LASALLE INC More: the full row for JONES LANG LASALLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 125 shares; 2024Q4: 225 shares; 2025Q1: 225 shares; 2025Q2: 225 shares; 2025Q3: 225 shares; 2025Q4: 225 shares; 2026Q1: 225 shares; 2026Q2: 228 shares 228 $70.7K 0.02% +3 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 50 shares; 2024Q4: 363 shares; 2025Q1: 376 shares; 2025Q2: 376 shares; 2025Q3: 376 shares; 2025Q4: 376 shares; 2026Q1: 411 shares; 2026Q2: 418 shares 418 $70.1K 0.02% +7 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: 1,950 shares; 2024Q4: 1,752 shares; 2025Q1: 1,752 shares; 2025Q2: 1,752 shares; 2025Q3: 1,752 shares; 2025Q4: 1,752 shares; 2026Q1: 1,768 shares; 2026Q2: 1,791 shares 1,791 $69.6K 0.02% +23 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 90 shares; 2025Q2: 90 shares; 2025Q3: 90 shares; 2025Q4: 90 shares; 2026Q1: 464 shares; 2026Q2: 391 shares 391 $68.9K 0.02% -73 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: 175 shares; 2024Q4: 175 shares; 2025Q1: 183 shares; 2025Q2: 183 shares; 2025Q3: 183 shares; 2025Q4: 183 shares; 2026Q1: 310 shares; 2026Q2: 301 shares 301 $68.3K 0.02% -9 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: 234 shares; 2024Q4: 649 shares; 2025Q1: 649 shares; 2025Q2: 649 shares; 2025Q3: 480 shares; 2025Q4: 480 shares; 2026Q1: 480 shares; 2026Q2: 705 shares 705 $68K 0.02% +225 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 786 shares; 2024Q4: 786 shares; 2025Q1: 786 shares; 2025Q2: 786 shares; 2025Q3: 786 shares; 2025Q4: 786 shares; 2026Q1: 786 shares; 2026Q2: 1,184 shares 1,184 $66.9K 0.02% +398 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: not reported; 2024Q4: 1,276 shares; 2025Q1: 1,340 shares; 2025Q2: 1,340 shares; 2025Q3: 1,340 shares; 2025Q4: 1,340 shares; 2026Q1: 1,340 shares; 2026Q2: 1,340 shares 1,340 $66.8K 0.01% 0 Timeline CBU COMMUNITY FINANCIAL SYSTEM I More: the full row for COMMUNITY FINANCIAL SYSTEM I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 922 shares; 2024Q4: 929 shares; 2025Q1: 937 shares; 2025Q2: 945 shares; 2025Q3: 952 shares; 2025Q4: 960 shares; 2026Q1: 968 shares; 2026Q2: 975 shares 975 $65.4K 0.01% +7 Timeline VLY VALLEY NATL BANCORP More: the full row for VALLEY NATL BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,400 shares; 2025Q2: 4,400 shares; 2025Q3: 4,400 shares; 2025Q4: 4,400 shares; 2026Q1: 4,400 shares; 2026Q2: 4,400 shares 4,400 $64.5K 0.01% 0 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 850 shares; 2024Q4: 850 shares; 2025Q1: 850 shares; 2025Q2: 850 shares; 2025Q3: 850 shares; 2025Q4: 850 shares; 2026Q1: 850 shares; 2026Q2: 850 shares 850 $64.4K 0.01% 0 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 800 shares; 2024Q4: 750 shares; 2025Q1: 750 shares; 2025Q2: 700 shares; 2025Q3: 650 shares; 2025Q4: 650 shares; 2026Q1: 650 shares; 2026Q2: 650 shares 650 $64.3K 0.01% 0 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 600 shares; 2025Q1: 600 shares; 2025Q2: 600 shares; 2025Q3: 600 shares; 2025Q4: 1,200 shares; 2026Q1: 1,200 shares; 2026Q2: 1,414 shares 1,414 $64.1K 0.01% +214 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: 3,582 shares; 2024Q4: 2,665 shares; 2025Q1: 2,443 shares; 2025Q2: 2,443 shares; 2025Q3: 2,443 shares; 2025Q4: 2,443 shares; 2026Q1: 2,473 shares; 2026Q2: 2,400 shares 2,400 $64K 0.01% -73 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 460 shares; 2024Q4: 460 shares; 2025Q1: 460 shares; 2025Q2: 460 shares; 2025Q3: 460 shares; 2025Q4: 460 shares; 2026Q1: 460 shares; 2026Q2: 460 shares 460 $63.3K 0.01% 0 Timeline HACK AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 600 shares; 2024Q4: 600 shares; 2025Q1: 600 shares; 2025Q2: 600 shares; 2025Q3: 600 shares; 2025Q4: 600 shares; 2026Q1: 600 shares; 2026Q2: 600 shares 600 $63K 0.01% 0 Timeline MTH MERITAGE HOMES CORP More: the full row for MERITAGE HOMES 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: 600 shares; 2026Q1: 1,500 shares; 2026Q2: 750 shares 750 $62.9K 0.01% -750 Timeline BROS DUTCH BROS INC More: the full row for DUTCH BROS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 500 shares; 2026Q1: 819 shares; 2026Q2: 862 shares 862 $61.9K 0.01% +43 Timeline HTGC HERCULES CAPITAL INC More: the full row for HERCULES CAPITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,811 shares; 2024Q4: 3,811 shares; 2025Q1: 3,811 shares; 2025Q2: 3,811 shares; 2025Q3: 3,811 shares; 2025Q4: 3,811 shares; 2026Q1: 3,811 shares; 2026Q2: 3,811 shares 3,811 $60.1K 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: 351 shares; 2024Q4: 316 shares; 2025Q1: 297 shares; 2025Q2: 363 shares; 2025Q3: 363 shares; 2025Q4: 363 shares; 2026Q1: 363 shares; 2026Q2: 366 shares 366 $59.9K 0.01% +3 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: not reported; 2024Q4: 776 shares; 2025Q1: 776 shares; 2025Q2: 776 shares; 2025Q3: 776 shares; 2025Q4: 820 shares; 2026Q1: 820 shares; 2026Q2: 833 shares 833 $59.6K 0.01% +13 Timeline BNDW VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 350 shares; 2025Q1: 350 shares; 2025Q2: 350 shares; 2025Q3: 350 shares; 2025Q4: 850 shares; 2026Q1: 850 shares; 2026Q2: 850 shares 850 $58.3K 0.01% 0 Timeline OFLX OMEGA FLEX INC More: the full row for OMEGA FLEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,850 shares; 2024Q4: 1,850 shares; 2025Q1: 1,850 shares; 2025Q2: 1,850 shares; 2025Q3: 1,850 shares; 2025Q4: 1,850 shares; 2026Q1: 1,850 shares; 2026Q2: 1,850 shares 1,850 $58.1K 0.01% 0 Timeline AOS SMITH A O CORP More: the full row for SMITH A O CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 920 shares; 2024Q4: 920 shares; 2025Q1: 920 shares; 2025Q2: 920 shares; 2025Q3: 920 shares; 2025Q4: 920 shares; 2026Q1: 920 shares; 2026Q2: 920 shares 920 $57.7K 0.01% 0 Timeline BBT BEACON FINANCIAL CORP. More: the full row for BEACON FINANCIAL CORP. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,893 shares; 2025Q4: 1,893 shares; 2026Q1: 1,893 shares; 2026Q2: 1,893 shares 1,893 $57.6K 0.01% 0 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 75 shares; 2025Q1: 82 shares; 2025Q2: 82 shares; 2025Q3: 82 shares; 2025Q4: 82 shares; 2026Q1: 115 shares; 2026Q2: 115 shares 115 $57.1K 0.01% 0 Timeline SPIB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 688 shares; 2026Q2: 1,698 shares 1,698 $56.8K 0.01% +1,010 Timeline ON ON SEMICONDUCTOR CORP More: the full row for ON SEMICONDUCTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,000 shares; 2024Q4: 1,000 shares; 2025Q1: 600 shares; 2025Q2: 600 shares; 2025Q3: 600 shares; 2025Q4: 600 shares; 2026Q1: 600 shares; 2026Q2: 600 shares 600 $56.7K 0.01% 0 Timeline VAC MARRIOTT VACATIONS WORLDWIDE More: the full row for MARRIOTT VACATIONS WORLDWIDE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 554 shares; 2025Q1: 554 shares; 2025Q2: 554 shares; 2025Q3: 554 shares; 2025Q4: 554 shares; 2026Q1: 554 shares; 2026Q2: 554 shares 554 $56.4K 0.01% 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: 108 shares; 2024Q4: 108 shares; 2025Q1: 108 shares; 2025Q2: 108 shares; 2025Q3: 108 shares; 2025Q4: 108 shares; 2026Q1: 108 shares; 2026Q2: 108 shares 108 $56.4K 0.01% 0 Timeline ARKK ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 970 shares; 2024Q4: 970 shares; 2025Q1: 420 shares; 2025Q2: 420 shares; 2025Q3: 420 shares; 2025Q4: 620 shares; 2026Q1: 620 shares; 2026Q2: 690 shares 690 $55.8K 0.01% +70 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 17 shares; 2025Q2: 239 shares; 2025Q3: 239 shares; 2025Q4: 239 shares; 2026Q1: 265 shares; 2026Q2: 277 shares 277 $55.6K 0.01% +12 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 400 shares; 2024Q4: 400 shares; 2025Q1: 437 shares; 2025Q2: 437 shares; 2025Q3: 437 shares; 2025Q4: 437 shares; 2026Q1: 797 shares; 2026Q2: 769 shares 769 $55.5K 0.01% -28 Timeline VWOB VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 400 shares; 2025Q1: 525 shares; 2025Q2: 525 shares; 2025Q3: 525 shares; 2025Q4: 825 shares; 2026Q1: 825 shares; 2026Q2: 825 shares 825 $55.5K 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: not reported; 2024Q4: 674 shares; 2025Q1: 683 shares; 2025Q2: 683 shares; 2025Q3: 683 shares; 2025Q4: 683 shares; 2026Q1: 683 shares; 2026Q2: 683 shares 683 $55.4K 0.01% 0 Timeline SPLB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,004 shares; 2026Q2: 2,472 shares 2,472 $55.4K 0.01% +1,468 Timeline AROW ARROW FINL CORP More: the full row for ARROW FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,246 shares; 2024Q4: 1,258 shares; 2025Q1: 1,271 shares; 2025Q2: 1,285 shares; 2025Q3: 1,298 shares; 2025Q4: 1,310 shares; 2026Q1: 1,322 shares; 2026Q2: 1,332 shares 1,332 $54.6K 0.01% +10 Timeline CERY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 885 shares; 2026Q2: 1,623 shares 1,623 $54.3K 0.01% +738 Timeline NRK NUVEEN NY AMT FREE More: the full row for NUVEEN NY AMT FREE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,036 shares; 2024Q4: 5,036 shares; 2025Q1: 5,036 shares; 2025Q2: 5,036 shares; 2025Q3: 5,036 shares; 2025Q4: 5,036 shares; 2026Q1: 5,036 shares; 2026Q2: 5,036 shares 5,036 $54K 0.01% 0 Timeline URNM SPROTT FDS TR More: the full row for SPROTT FDS 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: 1,025 shares; 2026Q1: 1,025 shares; 2026Q2: 1,025 shares 1,025 $53.9K 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: not reported; 2024Q4: 1,248 shares; 2025Q1: 1,248 shares; 2025Q2: 1,248 shares; 2025Q3: 1,248 shares; 2025Q4: 1,248 shares; 2026Q1: 1,248 shares; 2026Q2: 1,248 shares 1,248 $53.9K 0.01% 0 Timeline MUSA MURPHY USA INC More: the full row for MURPHY USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 100 shares; 2025Q1: 102 shares; 2025Q2: 102 shares; 2025Q3: 102 shares; 2025Q4: 100 shares; 2026Q1: 100 shares; 2026Q2: 100 shares 100 $53.9K 0.01% 0 Timeline RMD RESMED INC More: the full row for RESMED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 270 shares; 2024Q4: 270 shares; 2025Q1: 270 shares; 2025Q2: 270 shares; 2025Q3: 270 shares; 2025Q4: 270 shares; 2026Q1: 276 shares; 2026Q2: 276 shares 276 $53.8K 0.01% 0 Timeline RVT ROYCE SMALL CAP TRUST INC More: the full row for ROYCE SMALL CAP TRUST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,900 shares; 2024Q4: 2,900 shares; 2025Q1: 2,900 shares; 2025Q2: 2,900 shares; 2025Q3: 2,900 shares; 2025Q4: 2,900 shares; 2026Q1: 2,900 shares; 2026Q2: 2,900 shares 2,900 $53.6K 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: 851 shares; 2024Q4: 851 shares; 2025Q1: 1,038 shares; 2025Q2: 798 shares; 2025Q3: 798 shares; 2025Q4: 687 shares; 2026Q1: 687 shares; 2026Q2: 687 shares 687 $53K 0.01% 0 Timeline EMLC 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: 99 shares; 2026Q2: 2,063 shares 2,063 $52.7K 0.01% +1,964 Timeline NYT NEW YORK TIMES CO MTN BE More: the full row for NEW YORK TIMES CO MTN BE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 750 shares; 2024Q4: 750 shares; 2025Q1: 750 shares; 2025Q2: 750 shares; 2025Q3: 750 shares; 2025Q4: 750 shares; 2026Q1: 750 shares; 2026Q2: 750 shares 750 $52.5K 0.01% 0 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 65 shares; 2024Q4: 75 shares; 2025Q1: 75 shares; 2025Q2: 75 shares; 2025Q3: 75 shares; 2025Q4: 75 shares; 2026Q1: 82 shares; 2026Q2: 84 shares 84 $52.4K 0.01% +2 Timeline VIK VIKING HOLDINGS LTD More: the full row for VIKING HOLDINGS LTD 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 $52.3K 0.01% 0 Timeline SWKS SKYWORKS SOLUTIONS INC More: the full row for SKYWORKS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 140 shares; 2025Q1: 771 shares; 2025Q2: 771 shares; 2025Q3: 771 shares; 2025Q4: 771 shares; 2026Q1: 771 shares; 2026Q2: 771 shares 771 $52.3K 0.01% 0 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 365 shares; 2024Q4: 365 shares; 2025Q1: 390 shares; 2025Q2: 390 shares; 2025Q3: 390 shares; 2025Q4: 390 shares; 2026Q1: 724 shares; 2026Q2: 701 shares 701 $52.1K 0.01% -23 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: 216 shares; 2024Q4: 216 shares; 2025Q1: 216 shares; 2025Q2: 216 shares; 2025Q3: 216 shares; 2025Q4: 216 shares; 2026Q1: 407 shares; 2026Q2: 424 shares 424 $51.5K 0.01% +17 Timeline DTE DTE ENERGY CO More: the full row for DTE ENERGY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 333 shares; 2024Q4: 333 shares; 2025Q1: 333 shares; 2025Q2: 333 shares; 2025Q3: 333 shares; 2025Q4: 333 shares; 2026Q1: 333 shares; 2026Q2: 333 shares 333 $50.7K 0.01% 0 Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 60 shares; 2025Q1: 60 shares; 2025Q2: 60 shares; 2025Q3: 60 shares; 2025Q4: 60 shares; 2026Q1: 517 shares; 2026Q2: 527 shares 527 $50.7K 0.01% +10 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 94 shares; 2024Q4: 116 shares; 2025Q1: 123 shares; 2025Q2: 179 shares; 2025Q3: 228 shares; 2025Q4: 228 shares; 2026Q1: 254 shares; 2026Q2: 246 shares 246 $50.4K 0.01% -8 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 687 shares 687 $50.4K 0.01% new Timeline ALNY ALNYLAM PHARMACEUTICALS INC More: the full row for ALNYLAM PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 125 shares; 2024Q4: 125 shares; 2025Q1: 132 shares; 2025Q2: 132 shares; 2025Q3: 132 shares; 2025Q4: 132 shares; 2026Q1: 162 shares; 2026Q2: 164 shares 164 $49.4K 0.01% +2 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: 8,693 shares; 2024Q4: 6,925 shares; 2025Q1: 6,525 shares; 2025Q2: 4,981 shares; 2025Q3: 4,861 shares; 2025Q4: 4,143 shares; 2026Q1: 4,143 shares; 2026Q2: 3,643 shares 3,643 $49.3K 0.01% -500 Timeline RONB BARON ETF TR More: the full row for BARON 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: 2,000 shares 2,000 $48.8K 0.01% new Timeline TM TOYOTA MOTOR CORP More: the full row for TOYOTA MOTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5 shares; 2025Q2: 5 shares; 2025Q3: 5 shares; 2025Q4: 5 shares; 2026Q1: 78 shares; 2026Q2: 288 shares 288 $48.5K 0.01% +210 Timeline SPHY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 155 shares; 2026Q2: 2,065 shares 2,065 $48.4K 0.01% +1,910 Timeline PNW PINNACLE WEST CAP CORP More: the full row for PINNACLE WEST CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 450 shares; 2025Q1: 450 shares; 2025Q2: 450 shares; 2025Q3: 450 shares; 2025Q4: 450 shares; 2026Q1: 450 shares; 2026Q2: 450 shares 450 $48.1K 0.01% 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: 687 shares; 2024Q4: 562 shares; 2025Q1: 567 shares; 2025Q2: 567 shares; 2025Q3: 567 shares; 2025Q4: 654 shares; 2026Q1: 654 shares; 2026Q2: 654 shares 654 $48K 0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 285 shares; 2026Q2: 497 shares 497 $47.9K 0.01% +212 Timeline FIX COMFORT SYS USA INC More: the full row for COMFORT SYS USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 34 shares; 2026Q2: 24 shares 24 $47.6K 0.01% -10 Timeline MLM MARTIN MARIETTA MATLS INC More: the full row for MARTIN MARIETTA MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 6 shares; 2025Q1: 14 shares; 2025Q2: 14 shares; 2025Q3: 14 shares; 2025Q4: 14 shares; 2026Q1: 77 shares; 2026Q2: 82 shares 82 $47.5K 0.01% +5 Timeline SCHC 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: 38 shares; 2024Q4: 38 shares; 2025Q1: 38 shares; 2025Q2: 38 shares; 2025Q3: 38 shares; 2025Q4: 38 shares; 2026Q1: 38 shares; 2026Q2: 986 shares 986 $47.4K 0.01% +948 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: 416 shares; 2024Q4: 416 shares; 2025Q1: 423 shares; 2025Q2: 423 shares; 2025Q3: 423 shares; 2025Q4: 423 shares; 2026Q1: 423 shares; 2026Q2: 423 shares 423 $45.6K 0.01% 0 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 273 shares; 2024Q4: 305 shares; 2025Q1: 305 shares; 2025Q2: 305 shares; 2025Q3: 305 shares; 2025Q4: 132 shares; 2026Q1: 272 shares; 2026Q2: 225 shares 225 $45.4K 0.01% -47 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: not reported; 2024Q4: not reported; 2025Q1: 6 shares; 2025Q2: 25 shares; 2025Q3: 25 shares; 2025Q4: 25 shares; 2026Q1: 33 shares; 2026Q2: 33 shares 33 $44.9K 0.01% 0 Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 58 shares; 2024Q4: 58 shares; 2025Q1: 69 shares; 2025Q2: 153 shares; 2025Q3: 153 shares; 2025Q4: 153 shares; 2026Q1: 176 shares; 2026Q2: 159 shares 159 $44.6K 0.01% -17 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: 200 shares; 2024Q4: 200 shares; 2025Q1: 200 shares; 2025Q2: 200 shares; 2025Q3: 200 shares; 2025Q4: 200 shares; 2026Q1: 200 shares; 2026Q2: 200 shares 200 $44.5K 0.01% 0 Timeline CNX CNX RES CORP More: the full row for CNX RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 8,150 shares; 2025Q1: 10,150 shares; 2025Q2: 10,150 shares; 2025Q3: 4,750 shares; 2025Q4: 3,250 shares; 2026Q1: 1,273 shares; 2026Q2: 1,304 shares 1,304 $44.2K 0.01% +31 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 585 shares 585 $44.2K 0.01% new Timeline NJR NEW JERSEY RES CORP More: the full row for NEW JERSEY RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 786 shares; 2024Q4: 786 shares; 2025Q1: 786 shares; 2025Q2: 786 shares; 2025Q3: 786 shares; 2025Q4: 786 shares; 2026Q1: 786 shares; 2026Q2: 786 shares 786 $44K 0.01% 0 Timeline HYS PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 570 shares; 2024Q4: 570 shares; 2025Q1: 570 shares; 2025Q2: 570 shares; 2025Q3: 570 shares; 2025Q4: 470 shares; 2026Q1: 470 shares; 2026Q2: 470 shares 470 $44K 0.01% 0 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8 shares; 2025Q2: 8 shares; 2025Q3: 8 shares; 2025Q4: 8 shares; 2026Q1: 74 shares; 2026Q2: 61 shares 61 $43.9K 0.01% -13 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 108 shares; 2024Q4: 108 shares; 2025Q1: 108 shares; 2025Q2: 108 shares; 2025Q3: 108 shares; 2025Q4: 216 shares; 2026Q1: 216 shares; 2026Q2: 230 shares 230 $43.8K 0.01% +14 Timeline IJS ISHARES TR More: the full row for ISHARES TR 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: 320 shares; 2026Q1: 320 shares; 2026Q2: 320 shares 320 $43.7K 0.01% 0 Timeline ARKW ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 300 shares; 2024Q4: 300 shares; 2025Q1: 300 shares; 2025Q2: 300 shares; 2025Q3: 300 shares; 2025Q4: 300 shares; 2026Q1: 300 shares; 2026Q2: 300 shares 300 $43.5K 0.01% 0 Timeline SPSB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 349 shares; 2026Q2: 1,397 shares 1,397 $41.9K 0.01% +1,048 Timeline ACM AECOM More: the full row for AECOM 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 $41.9K 0.01% 0 Timeline BF-B BROWN FORMAN CORP More: the full row for BROWN FORMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,142 shares; 2024Q4: 3,142 shares; 2025Q1: 3,142 shares; 2025Q2: 1,571 shares; 2025Q3: 1,571 shares; 2025Q4: 1,571 shares; 2026Q1: 1,571 shares; 2026Q2: 1,571 shares 1,571 $41.9K 0.01% 0 Timeline GEHC GE HEALTHCARE TECHNOLOGIES I More: the full row for GE HEALTHCARE TECHNOLOGIES I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 455 shares; 2024Q4: 605 shares; 2025Q1: 546 shares; 2025Q2: 546 shares; 2025Q3: 546 shares; 2025Q4: 546 shares; 2026Q1: 706 shares; 2026Q2: 641 shares 641 $41K 0.01% -65 Timeline QQA INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 711 shares 711 $41K 0.01% new Timeline TWLO TWILIO INC More: the full row for TWILIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 175 shares; 2024Q4: 175 shares; 2025Q1: 191 shares; 2025Q2: 191 shares; 2025Q3: 191 shares; 2025Q4: 191 shares; 2026Q1: 191 shares; 2026Q2: 191 shares 191 $39.4K 0.01% 0 Timeline BEDY BNY MELLON ETF TRUST II More: the full row for BNY MELLON ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,348 shares 1,348 $39.1K 0.01% new Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 25 shares; 2025Q3: 25 shares; 2025Q4: 25 shares; 2026Q1: 44 shares; 2026Q2: 39 shares 39 $38.1K 0.01% -5 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: not reported; 2024Q4: 800 shares; 2025Q1: 800 shares; 2025Q2: 800 shares; 2025Q3: 800 shares; 2025Q4: 800 shares; 2026Q1: 800 shares; 2026Q2: 817 shares 817 $38.1K 0.01% +17 Timeline FBND FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 834 shares; 2025Q3: 834 shares; 2025Q4: 834 shares; 2026Q1: 834 shares; 2026Q2: 834 shares 834 $37.9K 0.01% 0 Timeline AME AMETEK INC More: the full row for AMETEK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13 shares; 2025Q2: 14 shares; 2025Q3: 14 shares; 2025Q4: 14 shares; 2026Q1: 137 shares; 2026Q2: 155 shares 155 $37.5K 0.01% +18 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: 95 shares; 2024Q4: 95 shares; 2025Q1: 96 shares; 2025Q2: 96 shares; 2025Q3: 96 shares; 2025Q4: 96 shares; 2026Q1: 96 shares; 2026Q2: 96 shares 96 $37.5K 0.01% 0 Timeline BNDS SERIES PORTFOLIOS TR More: the full row for SERIES PORTFOLIOS 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: 730 shares 730 $36.8K 0.01% new Timeline CWT CALIFORNIA WTR SVC GROUP More: the full row for CALIFORNIA WTR SVC GROUP 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: 750 shares 750 $36.5K 0.01% new Timeline HQH ABRDN HEALTHCARE INVESTORS More: the full row for ABRDN HEALTHCARE INVESTORS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,600 shares; 2024Q4: 1,600 shares; 2025Q1: 1,600 shares; 2025Q2: 1,656 shares; 2025Q3: 1,656 shares; 2025Q4: 1,656 shares; 2026Q1: 1,656 shares; 2026Q2: 1,656 shares 1,656 $36.4K 0.01% 0 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: 464 shares; 2024Q4: 464 shares; 2025Q1: 464 shares; 2025Q2: 464 shares; 2025Q3: 464 shares; 2025Q4: 464 shares; 2026Q1: 464 shares; 2026Q2: 474 shares 474 $36K 0.01% +10 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 678 shares 678 $36K 0.01% new Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 44 shares; 2024Q4: 44 shares; 2025Q1: 47 shares; 2025Q2: 47 shares; 2025Q3: 47 shares; 2025Q4: 236 shares; 2026Q1: 353 shares; 2026Q2: 362 shares 362 $35.9K 0.01% +9 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,827 shares; 2024Q4: 1,027 shares; 2025Q1: 816 shares; 2025Q2: 816 shares; 2025Q3: 816 shares; 2025Q4: 816 shares; 2026Q1: 450 shares; 2026Q2: 465 shares 465 $35.8K 0.01% +15 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21 shares; 2024Q4: 21 shares; 2025Q1: 35 shares; 2025Q2: 35 shares; 2025Q3: 35 shares; 2025Q4: 35 shares; 2026Q1: 108 shares; 2026Q2: 104 shares 104 $35.8K 0.01% -4 Timeline UTF COHEN & STEERS INFRASTRUCTUR More: the full row for COHEN & STEERS INFRASTRUCTUR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,276 shares; 2024Q4: 1,276 shares; 2025Q1: 1,276 shares; 2025Q2: 1,276 shares; 2025Q3: 1,276 shares; 2025Q4: 1,276 shares; 2026Q1: 1,276 shares; 2026Q2: 1,276 shares 1,276 $35.2K 0.01% 0 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6 shares; 2024Q4: 3 shares; 2025Q1: 3 shares; 2025Q2: 3 shares; 2025Q3: 3 shares; 2025Q4: 3 shares; 2026Q1: 9 shares; 2026Q2: 195 shares 195 $34.8K 0.01% +186 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 209 shares; 2024Q4: 209 shares; 2025Q1: 209 shares; 2025Q2: 209 shares; 2025Q3: 209 shares; 2025Q4: 209 shares; 2026Q1: 209 shares; 2026Q2: 209 shares 209 $34.2K 0.01% 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 312 shares 312 $34K 0.01% new Timeline RWO SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 61 shares; 2026Q2: 676 shares 676 $33.6K 0.01% +615 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: 500 shares; 2024Q4: 386 shares; 2025Q1: 386 shares; 2025Q2: 599 shares; 2025Q3: 599 shares; 2025Q4: 599 shares; 2026Q1: 614 shares; 2026Q2: 614 shares 614 $32.3K 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: 90 shares; 2024Q4: 90 shares; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 100 shares; 2025Q4: 100 shares; 2026Q1: 125 shares; 2026Q2: 114 shares 114 $32.3K 0.01% -11 Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 100 shares; 2025Q1: 102 shares; 2025Q2: 102 shares; 2025Q3: 102 shares; 2025Q4: 102 shares; 2026Q1: 246 shares; 2026Q2: 203 shares 203 $32.2K 0.01% -43 Timeline ICF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 454 shares; 2024Q4: 458 shares; 2025Q1: 460 shares; 2025Q2: 463 shares; 2025Q3: 466 shares; 2025Q4: 471 shares; 2026Q1: 472 shares; 2026Q2: 475 shares 475 $32.1K 0.01% +3 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: not reported; 2024Q4: 1 shares; 2025Q1: 4 shares; 2025Q2: 65 shares; 2025Q3: 65 shares; 2025Q4: 65 shares; 2026Q1: 425 shares; 2026Q2: 342 shares 342 $31.5K 0.01% -83 Timeline RS RELIANCE INC More: the full row for RELIANCE INC 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: 84 shares; 2026Q2: 83 shares 83 $31K 0.01% -1 Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 400 shares 400 $30.7K 0.01% new Timeline DT DYNATRACE INC More: the full row for DYNATRACE 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: 250 shares; 2026Q1: 797 shares; 2026Q2: 698 shares 698 $30.6K 0.01% -99 Timeline HEI HEICO CORP NEW More: the full row for HEICO CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 112 shares; 2026Q2: 85 shares 85 $30.3K 0.01% -27 Timeline AMCR AMCOR PLC More: the full row for AMCOR PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 690 shares; 2026Q2: 690 shares 690 $29.9K 0.01% 0 Timeline IBHK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,160 shares 1,160 $29.9K 0.01% new Timeline WH WYNDHAM HOTELS & RESORTS INC More: the full row for WYNDHAM HOTELS & RESORTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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 $29.5K 0.01% 0 Timeline EMHC SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 534 shares; 2026Q2: 1,148 shares 1,148 $29.2K 0.01% +614 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: 430 shares; 2026Q1: 492 shares; 2026Q2: 483 shares 483 $29K 0.01% -9 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 126 shares; 2024Q4: 252 shares; 2025Q1: 252 shares; 2025Q2: 518 shares; 2025Q3: 252 shares; 2025Q4: 252 shares; 2026Q1: 252 shares; 2026Q2: 252 shares 252 $28.9K 0.01% 0 Timeline DINT DAVIS FUNDAMENTAL ETF TR More: the full row for DAVIS FUNDAMENTAL ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 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 $28.5K 0.01% 0 Timeline EMN EASTMAN CHEM CO More: the full row for EASTMAN CHEM CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 250 shares; 2024Q4: 250 shares; 2025Q1: 250 shares; 2025Q2: 250 shares; 2025Q3: 250 shares; 2025Q4: 425 shares; 2026Q1: 425 shares; 2026Q2: 425 shares 425 $28.5K 0.01% 0 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25 shares; 2024Q4: 25 shares; 2025Q1: 26 shares; 2025Q2: 26 shares; 2025Q3: 26 shares; 2025Q4: 26 shares; 2026Q1: 27 shares; 2026Q2: 27 shares 27 $28.1K 0.01% 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 294 shares; 2026Q2: 294 shares 294 $27.8K 0.01% 0 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 363 shares; 2024Q4: 363 shares; 2025Q1: 363 shares; 2025Q2: 363 shares; 2025Q3: 363 shares; 2025Q4: 363 shares; 2026Q1: 363 shares; 2026Q2: 363 shares 363 $27.8K 0.01% 0 Timeline KOP KOPPERS HOLDINGS INC More: the full row for KOPPERS HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 140 shares; 2025Q1: 140 shares; 2025Q2: 617 shares; 2025Q3: 617 shares; 2025Q4: 617 shares; 2026Q1: 617 shares; 2026Q2: 617 shares 617 $27.7K 0.01% 0 Timeline GSUS GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 263 shares; 2026Q2: 263 shares 263 $27.1K 0.01% 0 Timeline JHX JAMES HARDIE INDS PLC More: the full row for JAMES HARDIE INDS 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: 8,426 shares; 2025Q4: 5,170 shares; 2026Q1: 1,034 shares; 2026Q2: 1,034 shares 1,034 $27.1K 0.01% 0 Timeline MRNA MODERNA INC More: the full row for MODERNA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,635 shares; 2024Q4: 475 shares; 2025Q1: 475 shares; 2025Q2: 475 shares; 2025Q3: 475 shares; 2025Q4: 375 shares; 2026Q1: 375 shares; 2026Q2: 375 shares 375 $26.3K 0.01% 0 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 171 shares; 2024Q4: 171 shares; 2025Q1: 171 shares; 2025Q2: 171 shares; 2025Q3: 171 shares; 2025Q4: 171 shares; 2026Q1: 171 shares; 2026Q2: 171 shares 171 $26K 0.01% 0 Timeline TPR TAPESTRY INC More: the full row for TAPESTRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 200 shares; 2024Q4: 200 shares; 2025Q1: 221 shares; 2025Q2: 221 shares; 2025Q3: 221 shares; 2025Q4: 221 shares; 2026Q1: 221 shares; 2026Q2: 175 shares 175 $25.6K 0.01% -46 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 86 shares; 2026Q2: 94 shares 94 $25.3K 0.01% +8 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: 2,188 shares; 2024Q4: 4,061 shares; 2025Q1: 4,061 shares; 2025Q2: 4,697 shares; 2025Q3: 4,697 shares; 2025Q4: 2,967 shares; 2026Q1: 1,873 shares; 2026Q2: 1,873 shares 1,873 $25.2K 0.01% 0 Timeline GWX SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 388 shares; 2026Q2: 571 shares 571 $25K 0.01% +183 Timeline HII HUNTINGTON INGALLS INDS INC More: the full row for HUNTINGTON INGALLS INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 89 shares; 2024Q4: 89 shares; 2025Q1: 89 shares; 2025Q2: 89 shares; 2025Q3: 89 shares; 2025Q4: 89 shares; 2026Q1: 91 shares; 2026Q2: 89 shares 89 $24.9K 0.01% -2 Timeline ALSN ALLISON TRANSMISSION HLDGS I More: the full row for ALLISON TRANSMISSION HLDGS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 220 shares; 2024Q4: 220 shares; 2025Q1: 220 shares; 2025Q2: 220 shares; 2025Q3: 220 shares; 2025Q4: 220 shares; 2026Q1: 220 shares; 2026Q2: 220 shares 220 $24.8K 0.01% 0 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,718 shares; 2024Q4: 2,760 shares; 2025Q1: 2,771 shares; 2025Q2: 1,606 shares; 2025Q3: 1,594 shares; 2025Q4: 428 shares; 2026Q1: 470 shares; 2026Q2: 428 shares 428 $24.8K 0.01% -42 Timeline GSLC GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 114 shares; 2024Q4: 114 shares; 2025Q1: 114 shares; 2025Q2: 114 shares; 2025Q3: 114 shares; 2025Q4: 114 shares; 2026Q1: 174 shares; 2026Q2: 174 shares 174 $24.7K 0.01% 0 Timeline PDBC INVESCO ACTVELY MNGD ETC FD More: the full row for INVESCO ACTVELY MNGD ETC FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 166 shares; 2026Q2: 1,549 shares 1,549 $24.6K 0.01% +1,383 Timeline CIEN CIENA CORP More: the full row for CIENA CORP 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: 150 shares; 2025Q4: 100 shares; 2026Q1: 100 shares; 2026Q2: 50 shares 50 $24.5K 0.01% -50 Timeline GEN GEN DIGITAL INC More: the full row for GEN DIGITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,150 shares; 2024Q4: 2,150 shares; 2025Q1: 2,176 shares; 2025Q2: 976 shares; 2025Q3: 976 shares; 2025Q4: 976 shares; 2026Q1: 976 shares; 2026Q2: 976 shares 976 $24.3K 0.01% 0 Timeline RYN RAYONIER INC More: the full row for RAYONIER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,372 shares; 2024Q4: 9,824 shares; 2025Q1: 10,084 shares; 2025Q2: 9,893 shares; 2025Q3: 2,539 shares; 2025Q4: 1,634 shares; 2026Q1: 1,344 shares; 2026Q2: 1,137 shares 1,137 $24.2K 0.01% -207 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: 450 shares; 2024Q4: 450 shares; 2025Q1: 450 shares; 2025Q2: 450 shares; 2025Q3: 450 shares; 2025Q4: 450 shares; 2026Q1: 450 shares; 2026Q2: 450 shares 450 $23.6K 0.01% 0 Timeline GRMN GARMIN LTD More: the full row for GARMIN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 95 shares; 2026Q2: 99 shares 99 $23.5K 0.01% +4 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: 400 shares; 2024Q4: 400 shares; 2025Q1: 414 shares; 2025Q2: 415 shares; 2025Q3: 400 shares; 2025Q4: 400 shares; 2026Q1: 546 shares; 2026Q2: 503 shares 503 $23.4K 0.01% -43 Timeline XTN 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: 200 shares; 2024Q4: 200 shares; 2025Q1: 200 shares; 2025Q2: 200 shares; 2025Q3: 200 shares; 2025Q4: 200 shares; 2026Q1: 200 shares; 2026Q2: 200 shares 200 $23.1K 0.01% 0 Timeline VCIT 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: 88 shares; 2024Q4: 88 shares; 2025Q1: 88 shares; 2025Q2: 88 shares; 2025Q3: 88 shares; 2025Q4: not reported; 2026Q1: 278 shares; 2026Q2: 278 shares 278 $23K 0.01% 0 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 100 shares; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 100 shares; 2025Q4: 100 shares; 2026Q1: 183 shares; 2026Q2: 138 shares 138 $22.7K 0.01% -45 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 28 shares; 2025Q2: 28 shares; 2025Q3: 28 shares; 2025Q4: 28 shares; 2026Q1: 127 shares; 2026Q2: 133 shares 133 $22.6K 0.01% +6 Timeline VDC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 100 shares; 2026Q1: 100 shares; 2026Q2: 100 shares 100 $22.5K 0.01% 0 Timeline HALO HALOZYME THERAPEUTICS INC More: the full row for HALOZYME THERAPEUTICS 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: 377 shares; 2026Q2: 285 shares 285 $22.3K 0.01% -92 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10 shares; 2025Q2: 10 shares; 2025Q3: 10 shares; 2025Q4: 10 shares; 2026Q1: 96 shares; 2026Q2: 59 shares 59 $22.1K <0.01% -37 Timeline ARKG ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 379 shares; 2024Q4: 400 shares; 2025Q1: 325 shares; 2025Q2: 325 shares; 2025Q3: 325 shares; 2025Q4: 325 shares; 2026Q1: 325 shares; 2026Q2: 526 shares 526 $22.1K <0.01% +201 Timeline CCJ CAMECO CORP More: the full row for CAMECO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9 shares; 2025Q2: 9 shares; 2025Q3: 9 shares; 2025Q4: 9 shares; 2026Q1: 297 shares; 2026Q2: 217 shares 217 $22.1K <0.01% -80 Timeline IAF ABRDN AUSTRALIA EQUITY FD IN More: the full row for ABRDN AUSTRALIA EQUITY FD IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,768 shares; 2026Q1: 1,768 shares; 2026Q2: 1,768 shares 1,768 $21.9K <0.01% 0 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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 $21.9K <0.01% 0 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 393 shares; 2024Q4: 786 shares; 2025Q1: 786 shares; 2025Q2: 786 shares; 2025Q3: 786 shares; 2025Q4: 786 shares; 2026Q1: 786 shares; 2026Q2: 786 shares 786 $21.8K <0.01% 0 Timeline SPHR SPHERE ENTERTAINMENT CO More: the full row for SPHERE ENTERTAINMENT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 125 shares; 2025Q1: 125 shares; 2025Q2: 125 shares; 2025Q3: 125 shares; 2025Q4: 125 shares; 2026Q1: 125 shares; 2026Q2: 125 shares 125 $21.6K <0.01% 0 Timeline GWRE GUIDEWIRE SOFTWARE INC More: the full row for GUIDEWIRE SOFTWARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 175 shares; 2024Q4: 175 shares; 2025Q1: 175 shares; 2025Q2: 175 shares; 2025Q3: 175 shares; 2025Q4: 175 shares; 2026Q1: 175 shares; 2026Q2: 175 shares 175 $21.5K <0.01% 0 Timeline CRDO CREDO TECHNOLOGY GROUP HOLDI More: the full row for CREDO TECHNOLOGY GROUP HOLDI 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: 109 shares; 2026Q2: 78 shares 78 $21.2K <0.01% -31 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: 175 shares; 2024Q4: 175 shares; 2025Q1: 356 shares; 2025Q2: 356 shares; 2025Q3: 250 shares; 2025Q4: 675 shares; 2026Q1: 508 shares; 2026Q2: 270 shares 270 $20.9K <0.01% -238 Timeline