STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,410 shares; 2025Q1: 1,041 shares; 2025Q2: 33,027 shares; 2025Q3: 25,036 shares; 2025Q4: 13,144 shares; 2026Q1: 12,625 shares; 2026Q2: 11,595 shares; 2026Q3: 8,140 shares 8,140 $7.51M 6.46% -3,455 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 7,734 shares; 2025Q1: 7,249 shares; 2025Q2: 7,207 shares; 2025Q3: 7,147 shares; 2025Q4: 7,132 shares; 2026Q1: 7,019 shares; 2026Q2: 20,780 shares; 2026Q3: 10,631 shares 10,631 $5.45M 4.69% -10,149 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 49,866 shares; 2025Q1: 47,411 shares; 2025Q2: 52,118 shares; 2025Q3: 48,955 shares; 2025Q4: 49,325 shares; 2026Q1: 63,718 shares; 2026Q2: 54,620 shares; 2026Q3: 27,299 shares 27,299 $3.53M 3.04% -27,321 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 62,587 shares; 2025Q1: 59,976 shares; 2025Q2: 61,138 shares; 2025Q3: 68,115 shares; 2025Q4: 68,576 shares; 2026Q1: 90,716 shares; 2026Q2: 67,834 shares; 2026Q3: 32,678 shares 32,678 $3.52M 3.03% -35,156 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 89,307 shares; 2025Q3: 88,088 shares; 2025Q4: 106,208 shares; 2026Q1: 114,221 shares; 2026Q2: 104,522 shares; 2026Q3: 49,389 shares 49,389 $3.46M 2.98% -55,133 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 20,966 shares; 2025Q1: 15,406 shares; 2025Q2: 16,620 shares; 2025Q3: 15,667 shares; 2025Q4: 15,580 shares; 2026Q1: 20,383 shares; 2026Q2: 17,835 shares; 2026Q3: 9,661 shares 9,661 $3.39M 2.92% -8,174 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 14,576 shares; 2025Q1: 15,517 shares; 2025Q2: 14,829 shares; 2025Q3: 16,608 shares; 2025Q4: 16,399 shares; 2026Q1: 22,283 shares; 2026Q2: 22,241 shares; 2026Q3: 10,233 shares 10,233 $3.39M 2.91% -12,008 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 12,017 shares; 2025Q1: 22,497 shares; 2025Q2: 24,913 shares; 2025Q3: 30,014 shares; 2025Q4: 30,997 shares; 2026Q1: 35,128 shares; 2026Q2: 34,079 shares; 2026Q3: 16,443 shares 16,443 $3.36M 2.89% -17,636 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 46,267 shares; 2025Q1: 53,079 shares; 2025Q2: 52,923 shares; 2025Q3: 66,842 shares; 2025Q4: 67,301 shares; 2026Q1: 86,378 shares; 2026Q2: 80,871 shares; 2026Q3: 37,819 shares 37,819 $3.26M 2.8% -43,052 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 260 shares; 2025Q1: 62,078 shares; 2025Q2: 204 shares; 2025Q3: 518 shares; 2025Q4: 1,759 shares; 2026Q1: not reported; 2026Q2: 3,944 shares; 2026Q3: 35,221 shares 35,221 $3.23M 2.78% +31,277 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 18,936 shares; 2025Q1: 17,815 shares; 2025Q2: 16,125 shares; 2025Q3: 19,552 shares; 2025Q4: 18,322 shares; 2026Q1: 28,509 shares; 2026Q2: 25,644 shares; 2026Q3: 14,296 shares 14,296 $3.14M 2.71% -11,348 Timeline HPE HEWLETT PACKARD ENTERPRISE C More: the full row for HEWLETT PACKARD ENTERPRISE C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 147,793 shares; 2025Q1: 103,303 shares; 2025Q2: 152,761 shares; 2025Q3: 171,108 shares; 2025Q4: 172,697 shares; 2026Q1: 256,671 shares; 2026Q2: 120,344 shares; 2026Q3: 48,718 shares 48,718 $3.11M 2.68% -71,626 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 29,234 shares; 2025Q1: 35,847 shares; 2025Q2: 42,166 shares; 2025Q3: 49,562 shares; 2025Q4: 45,132 shares; 2026Q1: 53,682 shares; 2026Q2: 53,596 shares; 2026Q3: 21,231 shares 21,231 $3.09M 2.66% -32,365 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 61,280 shares; 2025Q1: 66,268 shares; 2025Q2: 74,981 shares; 2025Q3: 92,656 shares; 2025Q4: 92,839 shares; 2026Q1: 104,863 shares; 2026Q2: 119,907 shares; 2026Q3: 47,019 shares 47,019 $2.93M 2.53% -72,888 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 66,966 shares; 2025Q1: 73,492 shares; 2025Q2: 77,064 shares; 2025Q3: 99,234 shares; 2025Q4: 108,357 shares; 2026Q1: 135,143 shares; 2026Q2: 61,801 shares; 2026Q3: 62,688 shares 62,688 $2.88M 2.47% +887 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 29 shares; 2025Q1: 29 shares; 2025Q2: 31,394 shares; 2025Q3: 45,628 shares; 2025Q4: 46,182 shares; 2026Q1: 53,413 shares; 2026Q2: 50,194 shares; 2026Q3: 17,855 shares 17,855 $2.8M 2.41% -32,339 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 13,855 shares; 2025Q1: 8,436 shares; 2025Q2: 7,889 shares; 2025Q3: 7,847 shares; 2025Q4: 7,786 shares; 2026Q1: 7,497 shares; 2026Q2: 7,196 shares; 2026Q3: 7,105 shares 7,105 $2.75M 2.37% -91 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,050 shares; 2025Q3: 13,600 shares; 2025Q4: 12,539 shares; 2026Q1: 15,875 shares; 2026Q2: 17,530 shares; 2026Q3: 6,409 shares 6,409 $2.7M 2.32% -11,121 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 40,724 shares; 2025Q1: 54,486 shares; 2025Q2: 51,521 shares; 2025Q3: 58,179 shares; 2025Q4: 57,859 shares; 2026Q1: 71,507 shares; 2026Q2: 69,471 shares; 2026Q3: 35,307 shares 35,307 $2.67M 2.3% -34,164 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 21 shares; 2025Q1: 17,869 shares; 2025Q2: 22,171 shares; 2025Q3: 22,863 shares; 2025Q4: 23,216 shares; 2026Q1: 30,991 shares; 2026Q2: 31,061 shares; 2026Q3: 9,924 shares 9,924 $2.53M 2.18% -21,137 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 21,951 shares; 2025Q1: 21,681 shares; 2025Q2: 25,058 shares; 2025Q3: 42,371 shares; 2025Q4: 42,741 shares; 2026Q1: 56,869 shares; 2026Q2: 53,469 shares; 2026Q3: 27,039 shares 27,039 $2.53M 2.17% -26,430 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 122,478 shares; 2025Q1: 114,920 shares; 2025Q2: 117,795 shares; 2025Q3: 147,234 shares; 2025Q4: 152,477 shares; 2026Q1: 205,820 shares; 2026Q2: 227,951 shares; 2026Q3: 88,181 shares 88,181 $2.51M 2.16% -139,770 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 29,290 shares 29,290 $2.5M 2.15% new Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 10,867 shares; 2025Q1: 11,561 shares; 2025Q2: 11,091 shares; 2025Q3: 14,164 shares; 2025Q4: 14,314 shares; 2026Q1: 19,196 shares; 2026Q2: 21,006 shares; 2026Q3: 10,397 shares 10,397 $2.4M 2.07% -10,609 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 9,531 shares; 2025Q1: 8,407 shares; 2025Q2: 69,363 shares; 2025Q3: 84,480 shares; 2025Q4: 78,101 shares; 2026Q1: 114,498 shares; 2026Q2: 111,573 shares; 2026Q3: 43,383 shares 43,383 $2.36M 2.03% -68,190 Timeline LEN LENNAR CORP More: the full row for LENNAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 27,843 shares; 2025Q4: 31,545 shares; 2026Q1: 58,503 shares; 2026Q2: 61,453 shares; 2026Q3: 28,580 shares 28,580 $2.33M 2.01% -32,873 Timeline OMC OMNICOM GROUP INC More: the full row for OMNICOM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 31,668 shares; 2025Q1: 34,251 shares; 2025Q2: 403 shares; 2025Q3: 403 shares; 2025Q4: 403 shares; 2026Q1: 82,023 shares; 2026Q2: 76,208 shares; 2026Q3: 29,761 shares 29,761 $2.19M 1.89% -46,447 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 12,863 shares; 2025Q1: 14,476 shares; 2025Q2: 14,755 shares; 2025Q3: 15,931 shares; 2025Q4: 15,891 shares; 2026Q1: 18,363 shares; 2026Q2: 33,098 shares; 2026Q3: 9,194 shares 9,194 $2.18M 1.87% -23,904 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 90 shares; 2025Q1: 90 shares; 2025Q2: 90 shares; 2025Q3: 90 shares; 2025Q4: 9,702 shares; 2026Q1: 16,760 shares; 2026Q2: 16,897 shares; 2026Q3: 7,420 shares 7,420 $2.11M 1.82% -9,477 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 115 shares; 2025Q1: 115 shares; 2025Q2: 115 shares; 2025Q3: 115 shares; 2025Q4: 115 shares; 2026Q1: 115 shares; 2026Q2: 115 shares; 2026Q3: 96,953 shares 96,953 $2.11M 1.82% +96,838 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 250 shares; 2025Q1: 250 shares; 2025Q2: 250 shares; 2025Q3: 260 shares; 2025Q4: 12 shares; 2026Q1: 12 shares; 2026Q2: not reported; 2026Q3: 21,314 shares 21,314 $2.08M 1.79% new Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 10 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 34,593 shares; 2026Q3: 8,988 shares 8,988 $2.06M 1.78% -25,605 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 21,020 shares 21,020 $1.68M 1.45% new Timeline IP INTERNATIONAL PAPER CO More: the full row for INTERNATIONAL PAPER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 46,731 shares; 2026Q3: 50,367 shares 50,367 $1.67M 1.44% +3,636 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 29,318 shares; 2025Q1: 30,892 shares; 2025Q2: 31,322 shares; 2025Q3: 30,269 shares; 2025Q4: 29,576 shares; 2026Q1: 8,821 shares; 2026Q2: 8,567 shares; 2026Q3: 8,540 shares 8,540 $1.59M 1.36% -27 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 17,012 shares; 2025Q1: 17,012 shares; 2025Q2: 17,012 shares; 2025Q3: 17,012 shares; 2025Q4: 17,012 shares; 2026Q1: 17,012 shares; 2026Q2: 17,012 shares; 2026Q3: 17,012 shares 17,012 $1.45M 1.25% 0 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 42,815 shares; 2025Q1: 30,460 shares; 2025Q2: 11,175 shares; 2025Q3: 11,095 shares; 2025Q4: 10,620 shares; 2026Q1: 8,872 shares; 2026Q2: 8,343 shares; 2026Q3: 8,008 shares 8,008 $1.19M 1.02% -335 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 9,270 shares; 2025Q1: 3,048 shares; 2025Q2: 2,790 shares; 2025Q3: 2,540 shares; 2025Q4: 2,476 shares; 2026Q1: 2,307 shares; 2026Q2: 2,287 shares; 2026Q3: 2,287 shares 2,287 $1.18M 1.02% 0 Timeline BBY BEST BUY INC More: the full row for BEST BUY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 32,063 shares; 2025Q1: 29,219 shares; 2025Q2: 41,348 shares; 2025Q3: 53,572 shares; 2025Q4: 55,170 shares; 2026Q1: 95,181 shares; 2026Q2: 92,755 shares; 2026Q3: 12,355 shares 12,355 $1.09M 0.94% -80,400 Timeline EVRG EVERGY INC More: the full row for EVERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 51,324 shares; 2025Q1: 55,108 shares; 2025Q2: 50,476 shares; 2025Q3: 16,258 shares; 2025Q4: 15,283 shares; 2026Q1: 14,148 shares; 2026Q2: 13,834 shares; 2026Q3: 13,766 shares 13,766 $1.08M 0.93% -68 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 26,725 shares; 2025Q1: 4,437 shares; 2025Q2: 4,232 shares; 2025Q3: 4,232 shares; 2025Q4: 4,189 shares; 2026Q1: 3,880 shares; 2026Q2: 3,880 shares; 2026Q3: 3,851 shares 3,851 $724K 0.62% -29 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; 2024Q4: 77,256 shares; 2025Q1: 81,749 shares; 2025Q2: 93,393 shares; 2025Q3: 91,561 shares; 2025Q4: 98,398 shares; 2026Q1: 13,161 shares; 2026Q2: 10,571 shares; 2026Q3: 10,163 shares 10,163 $558K 0.48% -408 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 46,212 shares; 2025Q4: 59,579 shares; 2026Q1: 78,248 shares; 2026Q2: 5,414 shares; 2026Q3: 5,292 shares 5,292 $469K 0.4% -122 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 9,947 shares; 2025Q1: 7,672 shares; 2025Q2: 2,223 shares; 2025Q3: 2,193 shares; 2025Q4: 1,246 shares; 2026Q1: 1,686 shares; 2026Q2: 1,559 shares; 2026Q3: 1,502 shares 1,502 $418K 0.36% -57 Timeline SUSA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,500 shares; 2025Q1: 2,493 shares; 2025Q2: 2,493 shares; 2025Q3: 2,493 shares; 2025Q4: 2,493 shares; 2026Q1: 2,493 shares; 2026Q2: 2,493 shares; 2026Q3: 2,493 shares 2,493 $388K 0.33% 0 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,533 shares; 2025Q1: 1,323 shares; 2025Q2: 1,278 shares; 2025Q3: 1,278 shares; 2025Q4: 1,508 shares; 2026Q1: 1,100 shares; 2026Q2: 1,082 shares; 2026Q3: 1,082 shares 1,082 $360K 0.31% 0 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 19,095 shares; 2025Q1: 18,533 shares; 2025Q2: 19,577 shares; 2025Q3: 18,239 shares; 2025Q4: 22,378 shares; 2026Q1: 42,568 shares; 2026Q2: 28,378 shares; 2026Q3: 2,504 shares 2,504 $344K 0.3% -25,874 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 45,091 shares; 2025Q1: 49,230 shares; 2025Q2: 66,294 shares; 2025Q3: 77,943 shares; 2025Q4: 83,006 shares; 2026Q1: 119,423 shares; 2026Q2: 114,289 shares; 2026Q3: 7,378 shares 7,378 $342K 0.29% -106,911 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,954 shares; 2025Q1: 1,861 shares; 2025Q2: 1,770 shares; 2025Q3: 1,547 shares; 2025Q4: 1,547 shares; 2026Q1: 1,434 shares; 2026Q2: 1,257 shares; 2026Q3: 1,257 shares 1,257 $333K 0.29% 0 Timeline PKG PACKAGING CORP AMER More: the full row for PACKAGING CORP AMER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15,577 shares; 2025Q4: 16,019 shares; 2026Q1: 25,223 shares; 2026Q2: 1,755 shares; 2026Q3: 1,415 shares 1,415 $324K 0.28% -340 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 834 shares; 2025Q1: 834 shares; 2025Q2: 20,993 shares; 2025Q3: 25,440 shares; 2025Q4: 25,025 shares; 2026Q1: 41,372 shares; 2026Q2: 1,934 shares; 2026Q3: 1,666 shares 1,666 $307K 0.26% -268 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; 2024Q4: 280 shares; 2025Q1: 281 shares; 2025Q2: 281 shares; 2025Q3: 282 shares; 2025Q4: 282 shares; 2026Q1: 282 shares; 2026Q2: 282 shares; 2026Q3: 282 shares 282 $300K 0.26% 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; 2024Q4: 2,770 shares; 2025Q1: 2,637 shares; 2025Q2: 2,637 shares; 2025Q3: 1,412 shares; 2025Q4: 1,412 shares; 2026Q1: 1,235 shares; 2026Q2: 1,235 shares; 2026Q3: 1,250 shares 1,250 $285K 0.25% +15 Timeline KEY KEYCORP More: the full row for KEYCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 191,059 shares; 2026Q1: 268,094 shares; 2026Q2: 249,306 shares; 2026Q3: 12,188 shares 12,188 $245K 0.21% -237,118 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 36,902 shares; 2025Q1: 39,580 shares; 2025Q2: 40,196 shares; 2025Q3: 3,069 shares; 2025Q4: 3,060 shares; 2026Q1: 2,925 shares; 2026Q2: 2,729 shares; 2026Q3: 2,729 shares 2,729 $235K 0.2% 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; 2024Q4: 3,400 shares; 2025Q1: 3,400 shares; 2025Q2: 3,400 shares; 2025Q3: 3,400 shares; 2025Q4: 3,400 shares; 2026Q1: 3,400 shares; 2026Q2: 3,400 shares; 2026Q3: 3,400 shares 3,400 $231K 0.2% 0 Timeline RDVI FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 13,404 shares; 2025Q2: 9,324 shares; 2025Q3: 9,324 shares; 2025Q4: 9,324 shares; 2026Q1: not reported; 2026Q2: 6,443 shares; 2026Q3: 6,443 shares 6,443 $180K 0.15% 0 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 700 shares; 2025Q1: 700 shares; 2025Q2: 700 shares; 2025Q3: 550 shares; 2025Q4: 550 shares; 2026Q1: 500 shares; 2026Q2: 500 shares; 2026Q3: 500 shares 500 $152K 0.13% 0 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 575 shares; 2025Q1: 810 shares; 2025Q2: 824 shares; 2025Q3: 824 shares; 2025Q4: 824 shares; 2026Q1: 770 shares; 2026Q2: 770 shares; 2026Q3: 770 shares 770 $144K 0.12% 0 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 750 shares; 2025Q1: 750 shares; 2025Q2: 750 shares; 2025Q3: 700 shares; 2025Q4: 700 shares; 2026Q1: 700 shares; 2026Q2: 700 shares; 2026Q3: 700 shares 700 $143K 0.12% 0 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 371 shares; 2025Q1: 372 shares; 2025Q2: 371 shares; 2025Q3: 371 shares; 2025Q4: 651 shares; 2026Q1: 334 shares; 2026Q2: 334 shares; 2026Q3: 339 shares 339 $117K 0.1% +5 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,646 shares; 2025Q1: 828 shares; 2025Q2: 739 shares; 2025Q3: 769 shares; 2025Q4: 769 shares; 2026Q1: 755 shares; 2026Q2: 750 shares; 2026Q3: 750 shares 750 $116K 0.1% 0 Timeline BEN FRANKLIN TEMPLETON INC More: the full row for FRANKLIN TEMPLETON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 109,069 shares; 2025Q1: 117,083 shares; 2025Q2: 121,895 shares; 2025Q3: 8,695 shares; 2025Q4: 4,428 shares; 2026Q1: 3,844 shares; 2026Q2: 3,614 shares; 2026Q3: 3,380 shares 3,380 $109K 0.09% -234 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,000 shares; 2026Q3: 3,000 shares 3,000 $107K 0.09% 0 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 995 shares 995 $100K 0.09% new Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,000 shares; 2026Q3: 5,000 shares 5,000 $98.8K 0.09% 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; 2024Q4: 1,120 shares; 2025Q1: 1,120 shares; 2025Q2: 1,120 shares; 2025Q3: 1,120 shares; 2025Q4: 1,120 shares; 2026Q1: 1,120 shares; 2026Q2: 1,000 shares; 2026Q3: 1,000 shares 1,000 $98.8K 0.09% 0 Timeline AWK AMERICAN WTR WKS CO INC NEW More: the full row for AMERICAN WTR WKS CO INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 660 shares; 2025Q1: 660 shares; 2025Q2: 660 shares; 2025Q3: 660 shares; 2025Q4: 660 shares; 2026Q1: 660 shares; 2026Q2: 675 shares; 2026Q3: 675 shares 675 $87.4K 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; 2024Q4: 300 shares; 2025Q1: 300 shares; 2025Q2: 300 shares; 2025Q3: 300 shares; 2025Q4: 300 shares; 2026Q1: 300 shares; 2026Q2: 300 shares; 2026Q3: 300 shares 300 $82.7K 0.07% 0 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 592 shares; 2025Q1: 592 shares; 2025Q2: 592 shares; 2025Q3: 592 shares; 2025Q4: 592 shares; 2026Q1: 370 shares; 2026Q2: 370 shares; 2026Q3: 320 shares 320 $79.3K 0.07% -50 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 95 shares; 2025Q1: 185 shares; 2025Q2: 157 shares; 2025Q3: 157 shares; 2025Q4: 164 shares; 2026Q1: 155 shares; 2026Q2: 155 shares; 2026Q3: 155 shares 155 $79K 0.07% 0 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 8,328 shares; 2025Q1: 360 shares; 2025Q2: 288 shares; 2025Q3: 283 shares; 2025Q4: 152 shares; 2026Q1: 98 shares; 2026Q2: 96 shares; 2026Q3: 96 shares 96 $77.8K 0.07% 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; 2024Q4: 369 shares; 2025Q1: 373 shares; 2025Q2: 376 shares; 2025Q3: 379 shares; 2025Q4: 382 shares; 2026Q1: 385 shares; 2026Q2: 388 shares; 2026Q3: 391 shares 391 $74.7K 0.06% +3 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 204 shares; 2025Q1: 204 shares; 2025Q2: 204 shares; 2025Q3: 204 shares; 2025Q4: 204 shares; 2026Q1: 197 shares; 2026Q2: 197 shares; 2026Q3: 197 shares 197 $70.8K 0.06% 0 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 190 shares; 2025Q1: 190 shares; 2025Q2: 190 shares; 2025Q3: 170 shares; 2025Q4: 170 shares; 2026Q1: 1,000 shares; 2026Q2: 1,000 shares; 2026Q3: 1,000 shares 1,000 $67.3K 0.06% 0 Timeline CINF CINCINNATI FINL CORP More: the full row for CINCINNATI FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 500 shares; 2025Q1: 500 shares; 2025Q2: 500 shares; 2025Q3: 500 shares; 2025Q4: 500 shares; 2026Q1: 500 shares; 2026Q2: 395 shares; 2026Q3: 395 shares 395 $63K 0.05% 0 Timeline AGI ALAMOS GOLD INC More: the full row for ALAMOS GOLD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,402 shares; 2025Q1: 2,402 shares; 2025Q2: 1,902 shares; 2025Q3: 1,902 shares; 2025Q4: 1,902 shares; 2026Q1: 1,902 shares; 2026Q2: 1,902 shares; 2026Q3: 1,902 shares 1,902 $61.6K 0.05% 0 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 444 shares; 2025Q1: 3,447 shares; 2025Q2: 1,806 shares; 2025Q3: 1,806 shares; 2025Q4: 1,806 shares; 2026Q1: not reported; 2026Q2: 1,806 shares; 2026Q3: 1,806 shares 1,806 $58.7K 0.05% 0 Timeline IHI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,112 shares; 2025Q1: 1,112 shares; 2025Q2: 1,112 shares; 2025Q3: 1,112 shares; 2025Q4: 1,112 shares; 2026Q1: 1,112 shares; 2026Q2: 1,112 shares; 2026Q3: 1,112 shares 1,112 $56.9K 0.05% 0 Timeline VONG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 435 shares; 2026Q3: 435 shares 435 $56.1K 0.05% 0 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 254 shares; 2026Q3: 254 shares 254 $49.7K 0.04% 0 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 165 shares; 2026Q3: 165 shares 165 $48.2K 0.04% 0 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 8 shares; 2025Q1: 8 shares; 2025Q2: 8 shares; 2025Q3: 8 shares; 2025Q4: 8 shares; 2026Q1: not reported; 2026Q2: 8 shares; 2026Q3: 499 shares 499 $40.5K 0.03% +491 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 8 shares; 2025Q1: 17 shares; 2025Q2: 11 shares; 2025Q3: 11 shares; 2025Q4: 11 shares; 2026Q1: 49 shares; 2026Q2: 46 shares; 2026Q3: 46 shares 46 $35.1K 0.03% 0 Timeline XYL XYLEM INC More: the full row for XYLEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 116 shares; 2026Q3: 328 shares 328 $33.2K 0.03% +212 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; 2024Q4: 229,385 shares; 2025Q1: 4,033 shares; 2025Q2: 3,393 shares; 2025Q3: 3,393 shares; 2025Q4: 3,343 shares; 2026Q1: 2,691 shares; 2026Q2: 2,691 shares; 2026Q3: 2,691 shares 2,691 $32.5K 0.03% 0 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 269 shares; 2025Q1: 271 shares; 2025Q2: 272 shares; 2025Q3: 273 shares; 2025Q4: 273 shares; 2026Q1: 274 shares; 2026Q2: 275 shares; 2026Q3: 275 shares 275 $31.8K 0.03% 0 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 260 shares; 2025Q1: 261 shares; 2025Q2: 261 shares; 2025Q3: 262 shares; 2025Q4: 156 shares; 2026Q1: 116 shares; 2026Q2: 117 shares; 2026Q3: 118 shares 118 $30.8K 0.03% +1 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 42 shares; 2025Q1: 42 shares; 2025Q2: 42 shares; 2025Q3: 42 shares; 2025Q4: 42 shares; 2026Q1: 43 shares; 2026Q2: 42 shares; 2026Q3: 42 shares 42 $30.5K 0.03% 0 Timeline DFIV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 436 shares; 2026Q3: 436 shares 436 $24.4K 0.02% 0 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 149 shares; 2025Q1: 149 shares; 2025Q2: 149 shares; 2025Q3: 149 shares; 2025Q4: 149 shares; 2026Q1: 149 shares; 2026Q2: 149 shares; 2026Q3: 149 shares 149 $22.7K 0.02% 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; 2024Q4: 385 shares; 2025Q1: 410 shares; 2025Q2: 241 shares; 2025Q3: 181 shares; 2025Q4: 181 shares; 2026Q1: 181 shares; 2026Q2: 181 shares; 2026Q3: 181 shares 181 $21.8K 0.02% 0 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 32 shares; 2025Q1: 167 shares; 2025Q2: 112 shares; 2025Q3: 112 shares; 2025Q4: 112 shares; 2026Q1: 112 shares; 2026Q2: 112 shares; 2026Q3: 112 shares 112 $20.6K 0.02% 0 Timeline NEAR ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 410 shares; 2026Q3: 410 shares 410 $20.4K 0.02% 0 Timeline EMBD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 868 shares; 2026Q3: 868 shares 868 $19.6K 0.02% 0 Timeline SPMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 126 shares; 2026Q3: 126 shares 126 $19.1K 0.02% 0 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 28 shares; 2025Q1: 28 shares; 2025Q2: 28 shares; 2025Q3: 23 shares; 2025Q4: 20 shares; 2026Q1: 20 shares; 2026Q2: 20 shares; 2026Q3: 20 shares 20 $18.2K 0.02% 0 Timeline JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 355 shares; 2026Q3: 355 shares 355 $17.9K 0.02% 0 Timeline FRDM EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 251 shares; 2026Q3: 251 shares 251 $17.6K 0.02% 0 Timeline FRTY THE ALGER ETF TRUST More: the full row for THE ALGER ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 721 shares; 2026Q3: 721 shares 721 $17.1K 0.01% 0 Timeline FYC FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 148 shares; 2026Q3: 148 shares 148 $17.1K 0.01% 0 Timeline AVLV 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 180 shares; 2026Q3: 180 shares 180 $16.3K 0.01% 0 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 209 shares; 2025Q1: 109 shares; 2025Q2: 109 shares; 2025Q3: 109 shares; 2025Q4: 109 shares; 2026Q1: 109 shares; 2026Q2: 109 shares; 2026Q3: 109 shares 109 $15.8K 0.01% 0 Timeline IGE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 254 shares; 2026Q3: 254 shares 254 $15.7K 0.01% 0 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 527 shares; 2025Q1: 300 shares; 2025Q2: 300 shares; 2025Q3: 250 shares; 2025Q4: 250 shares; 2026Q1: 200 shares; 2026Q2: 200 shares; 2026Q3: 200 shares 200 $15.4K 0.01% 0 Timeline DFAS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 198 shares; 2026Q3: 198 shares 198 $15.3K 0.01% 0 Timeline XMVM INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 217 shares; 2026Q3: 217 shares 217 $15.1K 0.01% 0 Timeline AVES 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 232 shares; 2026Q3: 232 shares 232 $15.1K 0.01% 0 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 89 shares; 2025Q1: 89 shares; 2025Q2: 89 shares; 2025Q3: 89 shares; 2025Q4: 89 shares; 2026Q1: 65 shares; 2026Q2: 60 shares; 2026Q3: 60 shares 60 $14.9K 0.01% 0 Timeline USRT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 239 shares; 2026Q3: 239 shares 239 $14.7K 0.01% 0 Timeline XLRE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 342 shares; 2026Q3: 342 shares 342 $14K 0.01% 0 Timeline HPQ HP INC More: the full row for HP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 191 shares; 2025Q1: 191 shares; 2025Q2: 191 shares; 2025Q3: 191 shares; 2025Q4: 191 shares; 2026Q1: not reported; 2026Q2: 447 shares; 2026Q3: 447 shares 447 $14K 0.01% 0 Timeline ZAP GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 458 shares; 2026Q3: 458 shares 458 $13.9K 0.01% 0 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3 shares; 2025Q1: 23 shares; 2025Q2: 23 shares; 2025Q3: 23 shares; 2025Q4: 230 shares; 2026Q1: 200 shares; 2026Q2: 200 shares; 2026Q3: 200 shares 200 $13.9K 0.01% 0 Timeline XME SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 130 shares; 2026Q3: 130 shares 130 $13.5K 0.01% 0 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 35 shares; 2026Q3: 35 shares 35 $13.1K 0.01% 0 Timeline GLTR ABRDN PRECIOUS METALS BASKET More: the full row for ABRDN PRECIOUS METALS BASKET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 67 shares; 2026Q3: 67 shares 67 $12.5K 0.01% 0 Timeline RS RELIANCE INC More: the full row for RELIANCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 30 shares; 2025Q1: 30 shares; 2025Q2: 30 shares; 2025Q3: 30 shares; 2025Q4: 30 shares; 2026Q1: not reported; 2026Q2: 30 shares; 2026Q3: 30 shares 30 $11.5K 0.01% 0 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 22 shares; 2025Q1: 22 shares; 2025Q2: 22 shares; 2025Q3: 30 shares; 2025Q4: 31 shares; 2026Q1: not reported; 2026Q2: 22 shares; 2026Q3: 22 shares 22 $11K 0.01% 0 Timeline COMT ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 190 shares; 2026Q3: 291 shares 291 $10.7K 0.01% +101 Timeline SGU STAR GROUP LP More: the full row for STAR GROUP LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 808 shares; 2026Q3: 808 shares 808 $10.4K 0.01% 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; 2024Q4: 112 shares; 2025Q1: 112 shares; 2025Q2: 112 shares; 2025Q3: 112 shares; 2025Q4: 112 shares; 2026Q1: 112 shares; 2026Q2: 112 shares; 2026Q3: 112 shares 112 $10.3K 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; 2024Q4: 164 shares; 2025Q1: 165 shares; 2025Q2: 166 shares; 2025Q3: 167 shares; 2025Q4: 169 shares; 2026Q1: 170 shares; 2026Q2: 172 shares; 2026Q3: 173 shares 173 $10K 0.01% +1 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 7 shares; 2025Q1: not reported; 2025Q2: 10 shares; 2025Q3: 10 shares; 2025Q4: 10 shares; 2026Q1: 10 shares; 2026Q2: 10 shares; 2026Q3: 10 shares 10 $9.53K 0.01% 0 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 80 shares; 2025Q2: 80 shares; 2025Q3: 80 shares; 2025Q4: 80 shares; 2026Q1: 80 shares; 2026Q2: 80 shares; 2026Q3: 80 shares 80 $9.09K 0.01% 0 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 82 shares; 2025Q1: 82 shares; 2025Q2: 82 shares; 2025Q3: 82 shares; 2025Q4: 82 shares; 2026Q1: 82 shares; 2026Q2: 82 shares; 2026Q3: 82 shares 82 $8.52K 0.01% 0 Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 45 shares; 2025Q1: 45 shares; 2025Q2: 45 shares; 2025Q3: 45 shares; 2025Q4: 45 shares; 2026Q1: 45 shares; 2026Q2: 45 shares; 2026Q3: 45 shares 45 $8.42K 0.01% 0 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 12 shares; 2025Q1: 12 shares; 2025Q2: 12 shares; 2025Q3: 12 shares; 2025Q4: 12 shares; 2026Q1: 12 shares; 2026Q2: 12 shares; 2026Q3: 12 shares 12 $8.1K 0.01% 0 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 119 shares; 2026Q3: 120 shares 120 $8.02K 0.01% +1 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 688 shares; 2025Q1: 684 shares; 2025Q2: 412 shares; 2025Q3: 262 shares; 2025Q4: 210 shares; 2026Q1: 72 shares; 2026Q2: 72 shares; 2026Q3: 73 shares 73 $7.61K 0.01% +1 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2 shares; 2025Q3: 2 shares; 2025Q4: 2 shares; 2026Q1: not reported; 2026Q2: 10 shares; 2026Q3: 10 shares 10 $7.4K 0.01% 0 Timeline KGC KINROSS GOLD CORP More: the full row for KINROSS GOLD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 300 shares; 2025Q1: 300 shares; 2025Q2: 300 shares; 2025Q3: 300 shares; 2025Q4: 300 shares; 2026Q1: 300 shares; 2026Q2: 300 shares; 2026Q3: 300 shares 300 $7.22K 0.01% 0 Timeline CALM CAL MAINE FOODS INC More: the full row for CAL MAINE FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 50 shares; 2025Q4: 157 shares; 2026Q1: not reported; 2026Q2: 101 shares; 2026Q3: 101 shares 101 $6.87K 0.01% 0 Timeline SBET SHARPLINK INC More: the full row for SHARPLINK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 333 shares; 2025Q4: 450 shares; 2026Q1: not reported; 2026Q2: 675 shares; 2026Q3: 675 shares 675 $6.26K 0.01% 0 Timeline SRVR PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 221 shares; 2026Q3: 221 shares 221 $6.26K 0.01% 0 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 22 shares; 2025Q1: 22 shares; 2025Q2: 22 shares; 2025Q3: 22 shares; 2025Q4: 22 shares; 2026Q1: 22 shares; 2026Q2: 22 shares; 2026Q3: 22 shares 22 $5.98K 0.01% 0 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 12 shares; 2025Q1: 12 shares; 2025Q2: 12 shares; 2025Q3: 12 shares; 2025Q4: 12 shares; 2026Q1: 12 shares; 2026Q2: 12 shares; 2026Q3: 12 shares 12 $5.8K <0.01% 0 Timeline BMNR BITMINE IMMERSION TECHS INC More: the full row for BITMINE IMMERSION TECHS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 20 shares; 2025Q4: 80 shares; 2026Q1: not reported; 2026Q2: 205 shares; 2026Q3: 205 shares 205 $5.42K <0.01% 0 Timeline WELLS FARGO & CO WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5 shares; 2025Q1: 5 shares; 2025Q2: 5 shares; 2025Q3: 5 shares; 2025Q4: 5 shares; 2026Q1: 5 shares; 2026Q2: 5 shares; 2026Q3: 5 shares 5 $5.39K <0.01% 0 DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 55 shares; 2025Q1: 55 shares; 2025Q2: 55 shares; 2025Q3: 55 shares; 2025Q4: 55 shares; 2026Q1: not reported; 2026Q2: 55 shares; 2026Q3: 55 shares 55 $5.35K <0.01% 0 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 258 shares; 2025Q2: 152 shares; 2025Q3: 152 shares; 2025Q4: 152 shares; 2026Q1: 35 shares; 2026Q2: 35 shares; 2026Q3: 35 shares 35 $5.32K <0.01% 0 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 13 shares; 2025Q1: 13 shares; 2025Q2: 13 shares; 2025Q3: 13 shares; 2025Q4: 13 shares; 2026Q1: not reported; 2026Q2: 13 shares; 2026Q3: 13 shares 13 $5.05K <0.01% 0 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 13 shares; 2025Q1: 13 shares; 2025Q2: 13 shares; 2025Q3: 13 shares; 2025Q4: 13 shares; 2026Q1: 13 shares; 2026Q2: 13 shares; 2026Q3: 13 shares 13 $4.77K <0.01% 0 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 17 shares; 2025Q1: 17 shares; 2025Q2: 17 shares; 2025Q3: 17 shares; 2025Q4: 17 shares; 2026Q1: not reported; 2026Q2: 18 shares; 2026Q3: 18 shares 18 $4.2K <0.01% 0 Timeline MARA MARA HOLDINGS INC More: the full row for MARA HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 40 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 65 shares; 2026Q1: not reported; 2026Q2: 350 shares; 2026Q3: 350 shares 350 $3.97K <0.01% 0 Timeline SOUN SOUNDHOUND AI INC More: the full row for SOUNDHOUND AI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 629 shares; 2025Q1: 629 shares; 2025Q2: 629 shares; 2025Q3: 629 shares; 2025Q4: 629 shares; 2026Q1: not reported; 2026Q2: 629 shares; 2026Q3: 629 shares 629 $3.79K <0.01% 0 Timeline UHS UNIVERSAL HLTH SVCS INC More: the full row for UNIVERSAL HLTH SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 21 shares; 2025Q1: 21 shares; 2025Q2: 21 shares; 2025Q3: 21 shares; 2025Q4: 21 shares; 2026Q1: not reported; 2026Q2: 21 shares; 2026Q3: 21 shares 21 $3.66K <0.01% 0 Timeline DHS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 32 shares; 2025Q1: 32 shares; 2025Q2: 32 shares; 2025Q3: 32 shares; 2025Q4: 32 shares; 2026Q1: not reported; 2026Q2: 32 shares; 2026Q3: 32 shares 32 $3.58K <0.01% 0 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 14 shares 14 $2.95K <0.01% new Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 129 shares; 2026Q1: not reported; 2026Q2: 55 shares; 2026Q3: 55 shares 55 $2.89K <0.01% 0 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 8 shares 8 $2.84K <0.01% new Timeline AMLX AMYLYX PHARMACEUTICALS INC More: the full row for AMYLYX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 87 shares; 2025Q1: 87 shares; 2025Q2: 87 shares; 2025Q3: 87 shares; 2025Q4: 87 shares; 2026Q1: not reported; 2026Q2: 87 shares; 2026Q3: 87 shares 87 $2.53K <0.01% 0 Timeline HONA HONEYWELL AEROSPACE INC More: the full row for HONEYWELL AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 14 shares; 2026Q3: 14 shares 14 $2.17K <0.01% 0 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 13 shares 13 $2.05K <0.01% new Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 17 shares; 2025Q1: 17 shares; 2025Q2: 17 shares; 2025Q3: 17 shares; 2025Q4: 17 shares; 2026Q1: not reported; 2026Q2: 17 shares; 2026Q3: 17 shares 17 $1.74K <0.01% 0 Timeline TTD THE TRADE DESK INC More: the full row for THE TRADE DESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 136 shares; 2025Q4: 136 shares; 2026Q1: not reported; 2026Q2: 136 shares; 2026Q3: 136 shares 136 $1.66K <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; 2024Q4: 3 shares; 2025Q1: 3 shares; 2025Q2: 3 shares; 2025Q3: 3 shares; 2025Q4: 3 shares; 2026Q1: 3 shares; 2026Q2: 3 shares; 2026Q3: 3 shares 3 $1.53K <0.01% 0 Timeline COIN COINBASE GLOBAL INC More: the full row for COINBASE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 7 shares; 2026Q3: 7 shares 7 $1.3K <0.01% 0 Timeline RXRX RECURSION PHARMACEUTICALS IN More: the full row for RECURSION PHARMACEUTICALS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 70 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 250 shares; 2026Q3: 250 shares 250 $1.03K <0.01% 0 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 12 shares; 2025Q1: 12 shares; 2025Q2: 12 shares; 2025Q3: 12 shares; 2025Q4: 12 shares; 2026Q1: not reported; 2026Q2: 12 shares; 2026Q3: 12 shares 12 $933 <0.01% 0 Timeline SPCX SPACE EXPLORATION TECHN CORP More: the full row for SPACE EXPLORATION TECHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 5 shares 5 $754 <0.01% new Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 13 shares; 2025Q1: 13 shares; 2025Q2: 13 shares; 2025Q3: 13 shares; 2025Q4: 13 shares; 2026Q1: 13 shares; 2026Q2: 13 shares; 2026Q3: 13 shares 13 $713 <0.01% 0 Timeline SWAG STRAN & COMPANY INC More: the full row for STRAN & COMPANY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 8,500 shares; 2025Q1: 10,500 shares; 2025Q2: 800 shares; 2025Q3: 500 shares; 2025Q4: 500 shares; 2026Q1: not reported; 2026Q2: 500 shares; 2026Q3: 500 shares 500 $705 <0.01% 0 Timeline OUST OUSTER INC More: the full row for OUSTER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 16 shares; 2026Q3: 16 shares 16 $645 <0.01% 0 Timeline UPXI UPEXI INC More: the full row for UPEXI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 150 shares; 2025Q4: 250 shares; 2026Q1: not reported; 2026Q2: 500 shares; 2026Q3: 500 shares 500 $570 <0.01% 0 Timeline NASA TEMA ETF TRUST More: the full row for TEMA ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 20 shares 20 $479 <0.01% new Timeline DDD 3D SYS CORP DEL More: the full row for 3D SYS CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 100 shares; 2026Q3: 100 shares 100 $360 <0.01% 0 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 74 shares; 2025Q1: 74 shares; 2025Q2: 79 shares; 2025Q3: 64 shares; 2025Q4: 10 shares; 2026Q1: 10 shares; 2026Q2: 10 shares; 2026Q3: 10 shares 10 $354 <0.01% 0 Timeline VUZI VUZIX CORP More: the full row for VUZIX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 115 shares; 2026Q3: 115 shares 115 $321 <0.01% 0 Timeline DXC DXC TECHNOLOGY CO More: the full row for DXC TECHNOLOGY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 16 shares; 2025Q1: 16 shares; 2025Q2: 16 shares; 2025Q3: 16 shares; 2025Q4: 16 shares; 2026Q1: 16 shares; 2026Q2: 16 shares; 2026Q3: 16 shares 16 $173 <0.01% 0 Timeline BHVN BIOHAVEN LTD More: the full row for BIOHAVEN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 12 shares; 2025Q1: 12 shares; 2025Q2: 12 shares; 2025Q3: 12 shares; 2025Q4: 12 shares; 2026Q1: not reported; 2026Q2: 12 shares; 2026Q3: 12 shares 12 $160 <0.01% 0 Timeline ACB AURORA CANNABIS INC More: the full row for AURORA CANNABIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3 shares; 2025Q1: 3 shares; 2025Q2: 3 shares; 2025Q3: 3 shares; 2025Q4: 3 shares; 2026Q1: not reported; 2026Q2: 3 shares; 2026Q3: 3 shares 3 $12 <0.01% 0 Timeline