AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 55,553 shares; 2024Q4: 59,173 shares; 2025Q1: 58,870 shares; 2025Q2: 58,647 shares; 2025Q3: 59,683 shares; 2025Q4: 59,486 shares; 2026Q1: 58,610 shares; 2026Q2: 57,703 shares 57,703 $16.7M 3.83% -907 Timeline DFCF DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 175,160 shares; 2024Q4: 229,052 shares; 2025Q1: 268,490 shares; 2025Q2: 276,525 shares; 2025Q3: 295,789 shares; 2025Q4: 318,066 shares; 2026Q1: 368,087 shares; 2026Q2: 392,935 shares 392,935 $16.6M 3.8% +24,848 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: 10,640 shares; 2024Q4: 16,620 shares; 2025Q1: 16,925 shares; 2025Q2: 16,485 shares; 2025Q3: 15,408 shares; 2025Q4: 15,197 shares; 2026Q1: 13,829 shares; 2026Q2: 13,013 shares 13,013 $15M 3.44% -816 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: 131,282 shares; 2024Q4: 143,845 shares; 2025Q1: 159,060 shares; 2025Q2: 156,251 shares; 2025Q3: 170,535 shares; 2025Q4: 174,057 shares; 2026Q1: 185,211 shares; 2026Q2: 188,143 shares 188,143 $14.4M 3.31% +2,932 Timeline DFSD DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 47,616 shares; 2024Q4: 109,964 shares; 2025Q1: 143,641 shares; 2025Q2: 140,441 shares; 2025Q3: 171,292 shares; 2025Q4: 195,689 shares; 2026Q1: 263,092 shares; 2026Q2: 284,141 shares 284,141 $13.6M 3.11% +21,049 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: 94,659 shares; 2024Q4: 106,394 shares; 2025Q1: 117,577 shares; 2025Q2: 118,484 shares; 2025Q3: 125,327 shares; 2025Q4: 130,664 shares; 2026Q1: 146,766 shares; 2026Q2: 149,098 shares 149,098 $11.6M 2.66% +2,332 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: 32,415 shares; 2024Q4: 34,109 shares; 2025Q1: 38,478 shares; 2025Q2: 38,935 shares; 2025Q3: 40,792 shares; 2025Q4: 43,088 shares; 2026Q1: 46,088 shares; 2026Q2: 47,306 shares 47,306 $11.2M 2.56% +1,218 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: 49,282 shares; 2024Q4: 51,403 shares; 2025Q1: 55,956 shares; 2025Q2: 56,422 shares; 2025Q3: 58,263 shares; 2025Q4: 61,745 shares; 2026Q1: 65,573 shares; 2026Q2: 65,858 shares 65,858 $10.4M 2.38% +285 Timeline DFAT DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 87,659 shares; 2024Q4: 92,724 shares; 2025Q1: 107,600 shares; 2025Q2: 106,890 shares; 2025Q3: 114,401 shares; 2025Q4: 121,619 shares; 2026Q1: 133,825 shares; 2026Q2: 141,574 shares 141,574 $9.9M 2.27% +7,749 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: 98,375 shares; 2024Q4: 101,634 shares; 2025Q1: 107,939 shares; 2025Q2: 108,099 shares; 2025Q3: 107,906 shares; 2025Q4: 113,755 shares; 2026Q1: 127,304 shares; 2026Q2: 139,857 shares 139,857 $9.4M 2.15% +12,553 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: 94,413 shares; 2024Q4: 98,258 shares; 2025Q1: 108,060 shares; 2025Q2: 104,425 shares; 2025Q3: 98,274 shares; 2025Q4: 101,330 shares; 2026Q1: 110,273 shares; 2026Q2: 113,586 shares 113,586 $8.34M 1.91% +3,313 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: 67,945 shares; 2024Q4: 68,202 shares; 2025Q1: 73,492 shares; 2025Q2: 69,942 shares; 2025Q3: 67,574 shares; 2025Q4: 69,842 shares; 2026Q1: 74,282 shares; 2026Q2: 75,203 shares 75,203 $7.44M 1.71% +921 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: 14,896 shares; 2024Q4: 15,744 shares; 2025Q1: 17,509 shares; 2025Q2: 18,169 shares; 2025Q3: 20,386 shares; 2025Q4: 20,046 shares; 2026Q1: 20,170 shares; 2026Q2: 20,417 shares 20,417 $7.21M 1.65% +247 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: 35,293 shares; 2024Q4: 35,775 shares; 2025Q1: 36,492 shares; 2025Q2: 36,944 shares; 2025Q3: 37,025 shares; 2025Q4: 34,660 shares; 2026Q1: 35,056 shares; 2026Q2: 35,241 shares 35,241 $7.05M 1.62% +185 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: 7,191 shares; 2024Q4: 7,992 shares; 2025Q1: 10,167 shares; 2025Q2: 10,271 shares; 2025Q3: 10,809 shares; 2025Q4: 11,476 shares; 2026Q1: 12,609 shares; 2026Q2: 80,286 shares 80,286 $6.92M 1.58% +67,677 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: 11,904 shares; 2024Q4: 13,229 shares; 2025Q1: 14,295 shares; 2025Q2: 13,825 shares; 2025Q3: 13,775 shares; 2025Q4: 13,324 shares; 2026Q1: 13,553 shares; 2026Q2: 13,553 shares 13,553 $6.78M 1.55% 0 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 130,212 shares; 2024Q4: 139,817 shares; 2025Q1: 145,327 shares; 2025Q2: 139,852 shares; 2025Q3: 132,677 shares; 2025Q4: 126,787 shares; 2026Q1: 131,814 shares; 2026Q2: 135,179 shares 135,179 $6.55M 1.5% +3,365 Timeline STIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 57,773 shares; 2024Q4: 58,973 shares; 2025Q1: 64,743 shares; 2025Q2: 62,473 shares; 2025Q3: 59,743 shares; 2025Q4: 59,331 shares; 2026Q1: 61,140 shares; 2026Q2: 63,568 shares 63,568 $6.49M 1.49% +2,428 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: 11,827 shares; 2024Q4: 14,024 shares; 2025Q1: 14,628 shares; 2025Q2: 15,136 shares; 2025Q3: 15,275 shares; 2025Q4: 15,447 shares; 2026Q1: 16,532 shares; 2026Q2: 17,362 shares 17,362 $6.48M 1.48% +830 Timeline IGIB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 79,355 shares; 2024Q4: 82,015 shares; 2025Q1: 84,765 shares; 2025Q2: 86,115 shares; 2025Q3: 96,760 shares; 2025Q4: 100,985 shares; 2026Q1: 113,210 shares; 2026Q2: 114,780 shares 114,780 $6.1M 1.4% +1,570 Timeline DFAI DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 42,565 shares; 2024Q4: 42,707 shares; 2025Q1: 46,127 shares; 2025Q2: 63,317 shares; 2025Q3: 89,356 shares; 2025Q4: 106,394 shares; 2026Q1: 132,123 shares; 2026Q2: 144,938 shares 144,938 $5.98M 1.37% +12,815 Timeline DFGP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,800 shares; 2024Q4: 20,175 shares; 2025Q1: 46,162 shares; 2025Q2: 52,182 shares; 2025Q3: 53,456 shares; 2025Q4: 70,767 shares; 2026Q1: 87,845 shares; 2026Q2: 97,780 shares 97,780 $5.33M 1.22% +9,935 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: 18,163 shares; 2024Q4: 19,038 shares; 2025Q1: 20,563 shares; 2025Q2: 21,113 shares; 2025Q3: 21,428 shares; 2025Q4: 22,670 shares; 2026Q1: 22,832 shares; 2026Q2: 23,168 shares 23,168 $5.05M 1.16% +336 Timeline DFIV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 40,333 shares; 2024Q4: 40,993 shares; 2025Q1: 46,653 shares; 2025Q2: 54,688 shares; 2025Q3: 66,280 shares; 2025Q4: 76,739 shares; 2026Q1: 83,370 shares; 2026Q2: 92,663 shares 92,663 $5.01M 1.15% +9,293 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: 16,348 shares; 2024Q4: 16,663 shares; 2025Q1: 17,405 shares; 2025Q2: 19,107 shares; 2025Q3: 19,634 shares; 2025Q4: 19,749 shares; 2026Q1: 20,344 shares; 2026Q2: 20,591 shares 20,591 $4.91M 1.12% +247 Timeline DUHP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,078 shares; 2024Q4: 15,444 shares; 2025Q1: 39,699 shares; 2025Q2: 46,659 shares; 2025Q3: 59,755 shares; 2025Q4: 77,839 shares; 2026Q1: 103,287 shares; 2026Q2: 117,273 shares 117,273 $4.89M 1.12% +13,986 Timeline EBND 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: 215,732 shares; 2024Q4: 195,184 shares; 2025Q1: 205,384 shares; 2025Q2: 205,414 shares; 2025Q3: 192,195 shares; 2025Q4: 200,641 shares; 2026Q1: 215,546 shares; 2026Q2: 221,052 shares 221,052 $4.62M 1.06% +5,506 Timeline DFAE DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 67,879 shares; 2024Q4: 68,979 shares; 2025Q1: 76,417 shares; 2025Q2: 80,847 shares; 2025Q3: 87,409 shares; 2025Q4: 96,044 shares; 2026Q1: 103,491 shares; 2026Q2: 111,172 shares 111,172 $4.47M 1.02% +7,681 Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 44,975 shares; 2024Q4: 50,328 shares; 2025Q1: 74,631 shares; 2025Q2: 76,311 shares; 2025Q3: 78,260 shares; 2025Q4: 81,031 shares; 2026Q1: 89,302 shares; 2026Q2: 93,086 shares 93,086 $4.13M 0.95% +3,784 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: 3,936 shares; 2024Q4: 4,550 shares; 2025Q1: 4,513 shares; 2025Q2: 4,483 shares; 2025Q3: 4,418 shares; 2025Q4: 3,943 shares; 2026Q1: 3,880 shares; 2026Q2: 3,843 shares 3,843 $4.09M 0.94% -37 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: 9,871 shares; 2024Q4: 10,342 shares; 2025Q1: 11,767 shares; 2025Q2: 11,442 shares; 2025Q3: 11,155 shares; 2025Q4: 11,525 shares; 2026Q1: 12,058 shares; 2026Q2: 50,349 shares 50,349 $4.06M 0.93% +38,291 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: 5,295 shares; 2024Q4: 5,244 shares; 2025Q1: 6,624 shares; 2025Q2: 7,380 shares; 2025Q3: 7,387 shares; 2025Q4: 7,412 shares; 2026Q1: 7,977 shares; 2026Q2: 8,109 shares 8,109 $3.87M 0.89% +132 Timeline VFH VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,456 shares; 2024Q4: 27,814 shares; 2025Q1: 28,346 shares; 2025Q2: 27,799 shares; 2025Q3: 26,939 shares; 2025Q4: 26,985 shares; 2026Q1: 27,721 shares; 2026Q2: 27,626 shares 27,626 $3.64M 0.83% -95 Timeline DFLV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,985 shares; 2024Q4: 22,660 shares; 2025Q1: 44,085 shares; 2025Q2: 48,540 shares; 2025Q3: 55,466 shares; 2025Q4: 69,506 shares; 2026Q1: 84,176 shares; 2026Q2: 89,881 shares 89,881 $3.55M 0.81% +5,705 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: 2,745 shares; 2024Q4: 2,745 shares; 2025Q1: 2,960 shares; 2025Q2: 2,990 shares; 2025Q3: 3,031 shares; 2025Q4: 3,087 shares; 2026Q1: 3,302 shares; 2026Q2: 28,215 shares 28,215 $3.37M 0.77% +24,913 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: 8,329 shares; 2024Q4: 8,634 shares; 2025Q1: 9,904 shares; 2025Q2: 9,719 shares; 2025Q3: 9,423 shares; 2025Q4: 9,912 shares; 2026Q1: 10,406 shares; 2026Q2: 10,916 shares 10,916 $3.31M 0.76% +510 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,212 shares; 2024Q4: 4,156 shares; 2025Q1: 4,582 shares; 2025Q2: 4,361 shares; 2025Q3: 4,371 shares; 2025Q4: 4,361 shares; 2026Q1: 4,398 shares; 2026Q2: 4,367 shares 4,367 $3.26M 0.75% -31 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: 3,127 shares; 2024Q4: 3,286 shares; 2025Q1: 3,151 shares; 2025Q2: 3,153 shares; 2025Q3: 3,053 shares; 2025Q4: 2,896 shares; 2026Q1: 2,884 shares; 2026Q2: 2,696 shares 2,696 $3.23M 0.74% -188 Timeline DFIP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,500 shares; 2025Q1: 2,500 shares; 2025Q2: 6,250 shares; 2025Q3: 12,150 shares; 2025Q4: 38,400 shares; 2026Q1: 60,567 shares; 2026Q2: 77,711 shares 77,711 $3.21M 0.73% +17,144 Timeline DIHP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 180 shares; 2025Q1: 180 shares; 2025Q2: 16,500 shares; 2025Q3: 30,781 shares; 2025Q4: 48,256 shares; 2026Q1: 70,301 shares; 2026Q2: 91,191 shares 91,191 $3.11M 0.71% +20,890 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: 13,498 shares; 2024Q4: 12,111 shares; 2025Q1: 11,641 shares; 2025Q2: 11,726 shares; 2025Q3: 11,596 shares; 2025Q4: 11,307 shares; 2026Q1: 11,374 shares; 2026Q2: 11,234 shares 11,234 $2.85M 0.65% -140 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: 8,708 shares; 2024Q4: 8,633 shares; 2025Q1: 8,667 shares; 2025Q2: 8,538 shares; 2025Q3: 8,388 shares; 2025Q4: 8,468 shares; 2026Q1: 8,705 shares; 2026Q2: 8,656 shares 8,656 $2.83M 0.65% -49 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: 4,487 shares; 2024Q4: 4,387 shares; 2025Q1: 4,187 shares; 2025Q2: 4,187 shares; 2025Q3: 3,957 shares; 2025Q4: 3,957 shares; 2026Q1: 3,767 shares; 2026Q2: 3,720 shares 3,720 $2.69M 0.62% -47 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: 13,814 shares; 2024Q4: 13,515 shares; 2025Q1: 13,505 shares; 2025Q2: 12,589 shares; 2025Q3: 12,489 shares; 2025Q4: 12,372 shares; 2026Q1: 12,370 shares; 2026Q2: 12,355 shares 12,355 $2.34M 0.54% -15 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: 2,882 shares; 2024Q4: 3,972 shares; 2025Q1: 5,747 shares; 2025Q2: 5,406 shares; 2025Q3: 5,622 shares; 2025Q4: 5,632 shares; 2026Q1: 5,677 shares; 2026Q2: 3,996 shares 3,996 $2.32M 0.53% -1,681 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: 9,555 shares; 2024Q4: 9,326 shares; 2025Q1: 9,191 shares; 2025Q2: 9,210 shares; 2025Q3: 8,982 shares; 2025Q4: 8,920 shares; 2026Q1: 9,199 shares; 2026Q2: 9,181 shares 9,181 $2.31M 0.53% -18 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 40,569 shares; 2024Q4: 39,847 shares; 2025Q1: 37,807 shares; 2025Q2: 37,721 shares; 2025Q3: 37,261 shares; 2025Q4: 37,161 shares; 2026Q1: 38,584 shares; 2026Q2: 37,879 shares 37,879 $2.26M 0.52% -705 Timeline IAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 35,975 shares; 2024Q4: 36,475 shares; 2025Q1: 37,875 shares; 2025Q2: 38,075 shares; 2025Q3: 37,075 shares; 2025Q4: 41,755 shares; 2026Q1: 42,040 shares; 2026Q2: 41,620 shares 41,620 $2.11M 0.48% -420 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: 2,238 shares; 2024Q4: 2,253 shares; 2025Q1: 2,283 shares; 2025Q2: 2,264 shares; 2025Q3: 2,258 shares; 2025Q4: 2,244 shares; 2026Q1: 2,232 shares; 2026Q2: 2,212 shares 2,212 $2.07M 0.47% -20 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: 8,048 shares; 2024Q4: 7,952 shares; 2025Q1: 7,952 shares; 2025Q2: 7,340 shares; 2025Q3: 7,284 shares; 2025Q4: 6,925 shares; 2026Q1: 6,835 shares; 2026Q2: 6,820 shares 6,820 $2.04M 0.47% -15 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,714 shares; 2024Q4: 8,490 shares; 2025Q1: 8,443 shares; 2025Q2: 8,268 shares; 2025Q3: 8,183 shares; 2025Q4: 8,183 shares; 2026Q1: 8,183 shares; 2026Q2: 8,133 shares 8,133 $1.98M 0.45% -50 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: 2,740 shares; 2024Q4: 2,866 shares; 2025Q1: 3,822 shares; 2025Q2: 4,477 shares; 2025Q3: 4,774 shares; 2025Q4: 4,469 shares; 2026Q1: 4,485 shares; 2026Q2: 4,485 shares 4,485 $1.89M 0.43% 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: 1,541 shares; 2024Q4: 1,543 shares; 2025Q1: 2,038 shares; 2025Q2: 2,468 shares; 2025Q3: 2,571 shares; 2025Q4: 2,657 shares; 2026Q1: 2,655 shares; 2026Q2: 2,739 shares 2,739 $1.88M 0.43% +84 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: 20,267 shares; 2024Q4: 18,947 shares; 2025Q1: 21,542 shares; 2025Q2: 21,317 shares; 2025Q3: 21,419 shares; 2025Q4: 22,830 shares; 2026Q1: 23,712 shares; 2026Q2: 25,910 shares 25,910 $1.85M 0.42% +2,198 Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,270 shares; 2024Q4: 4,345 shares; 2025Q1: 5,055 shares; 2025Q2: 4,500 shares; 2025Q3: 4,347 shares; 2025Q4: 4,783 shares; 2026Q1: 5,158 shares; 2026Q2: 5,980 shares 5,980 $1.81M 0.42% +822 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: 11,996 shares; 2024Q4: 14,327 shares; 2025Q1: 14,284 shares; 2025Q2: 14,174 shares; 2025Q3: 14,174 shares; 2025Q4: 14,099 shares; 2026Q1: 14,052 shares; 2026Q2: 13,960 shares 13,960 $1.79M 0.41% -92 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: 6,163 shares; 2024Q4: 6,163 shares; 2025Q1: 5,933 shares; 2025Q2: 5,933 shares; 2025Q3: 5,908 shares; 2025Q4: 5,908 shares; 2026Q1: 6,008 shares; 2026Q2: 6,008 shares 6,008 $1.79M 0.41% 0 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: 2,861 shares; 2024Q4: 2,943 shares; 2025Q1: 2,871 shares; 2025Q2: 2,774 shares; 2025Q3: 2,759 shares; 2025Q4: 2,749 shares; 2026Q1: 2,726 shares; 2026Q2: 2,714 shares 2,714 $1.72M 0.39% -12 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: 4,579 shares; 2024Q4: 4,619 shares; 2025Q1: 4,749 shares; 2025Q2: 4,749 shares; 2025Q3: 4,713 shares; 2025Q4: 4,664 shares; 2026Q1: 4,918 shares; 2026Q2: 4,848 shares 4,848 $1.71M 0.39% -70 Timeline VMBS VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 44,837 shares; 2024Q4: 45,867 shares; 2025Q1: 48,037 shares; 2025Q2: 43,927 shares; 2025Q3: 36,722 shares; 2025Q4: 36,957 shares; 2026Q1: 36,822 shares; 2026Q2: 36,472 shares 36,472 $1.71M 0.39% -350 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: 18,679 shares; 2024Q4: 18,601 shares; 2025Q1: 18,481 shares; 2025Q2: 18,921 shares; 2025Q3: 18,851 shares; 2025Q4: 19,542 shares; 2026Q1: 19,892 shares; 2026Q2: 19,892 shares 19,892 $1.67M 0.38% 0 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,520 shares; 2024Q4: 8,425 shares; 2025Q1: 8,290 shares; 2025Q2: 7,680 shares; 2025Q3: 7,693 shares; 2025Q4: 8,582 shares; 2026Q1: 8,747 shares; 2026Q2: 8,602 shares 8,602 $1.64M 0.37% -145 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,791 shares; 2024Q4: 1,845 shares; 2025Q1: 1,865 shares; 2025Q2: 2,423 shares; 2025Q3: 2,423 shares; 2025Q4: 2,523 shares; 2026Q1: 2,612 shares; 2026Q2: 2,874 shares 2,874 $1.62M 0.37% +262 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: 15,570 shares; 2024Q4: 15,495 shares; 2025Q1: 15,475 shares; 2025Q2: 15,180 shares; 2025Q3: 15,080 shares; 2025Q4: 14,380 shares; 2026Q1: 14,130 shares; 2026Q2: 14,050 shares 14,050 $1.54M 0.35% -80 Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,124 shares; 2024Q4: 27,891 shares; 2025Q1: 28,054 shares; 2025Q2: 27,536 shares; 2025Q3: 27,357 shares; 2025Q4: 26,522 shares; 2026Q1: 26,900 shares; 2026Q2: 26,728 shares 26,728 $1.51M 0.35% -172 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: 12,741 shares; 2024Q4: 13,148 shares; 2025Q1: 13,338 shares; 2025Q2: 13,338 shares; 2025Q3: 13,338 shares; 2025Q4: 13,108 shares; 2026Q1: 13,054 shares; 2026Q2: 12,946 shares 12,946 $1.47M 0.34% -108 Timeline CASY CASEYS GEN STORES INC More: the full row for CASEYS GEN STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,794 shares; 2024Q4: 1,813 shares; 2025Q1: 1,898 shares; 2025Q2: 1,872 shares; 2025Q3: 1,867 shares; 2025Q4: 1,866 shares; 2026Q1: 1,730 shares; 2026Q2: 1,725 shares 1,725 $1.37M 0.31% -5 Timeline VPU VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,376 shares; 2024Q4: 5,476 shares; 2025Q1: 5,606 shares; 2025Q2: 5,736 shares; 2025Q3: 6,646 shares; 2025Q4: 6,536 shares; 2026Q1: 6,771 shares; 2026Q2: 6,942 shares 6,942 $1.36M 0.31% +171 Timeline LNT ALLIANT ENERGY CORP More: the full row for ALLIANT ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 71,290 shares; 2024Q4: 71,547 shares; 2025Q1: 71,951 shares; 2025Q2: 72,395 shares; 2025Q3: 71,995 shares; 2025Q4: 72,576 shares; 2026Q1: 73,029 shares; 2026Q2: 17,644 shares 17,644 $1.35M 0.31% -55,385 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: 6,570 shares; 2024Q4: 7,515 shares; 2025Q1: 8,885 shares; 2025Q2: 10,785 shares; 2025Q3: 11,415 shares; 2025Q4: 11,320 shares; 2026Q1: 13,980 shares; 2026Q2: 16,430 shares 16,430 $1.3M 0.3% +2,450 Timeline MGK 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: 1,437 shares; 2024Q4: 1,546 shares; 2025Q1: 2,061 shares; 2025Q2: 2,096 shares; 2025Q3: 2,281 shares; 2025Q4: 2,297 shares; 2026Q1: 2,597 shares; 2026Q2: 14,700 shares 14,700 $1.29M 0.3% +12,103 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: 3,750 shares; 2024Q4: 4,001 shares; 2025Q1: 3,888 shares; 2025Q2: 3,888 shares; 2025Q3: 3,879 shares; 2025Q4: 3,899 shares; 2026Q1: 3,948 shares; 2026Q2: 4,488 shares 4,488 $1.26M 0.29% +540 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: 7,469 shares; 2024Q4: 10,384 shares; 2025Q1: 9,878 shares; 2025Q2: 9,898 shares; 2025Q3: 9,458 shares; 2025Q4: 8,958 shares; 2026Q1: 8,958 shares; 2026Q2: 8,878 shares 8,878 $1.24M 0.28% -80 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: 3,032 shares; 2024Q4: 3,441 shares; 2025Q1: 3,466 shares; 2025Q2: 3,462 shares; 2025Q3: 3,462 shares; 2025Q4: 3,447 shares; 2026Q1: 3,423 shares; 2026Q2: 3,414 shares 3,414 $1.23M 0.28% -9 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: 20,936 shares; 2024Q4: 21,271 shares; 2025Q1: 21,766 shares; 2025Q2: 21,426 shares; 2025Q3: 21,313 shares; 2025Q4: 22,499 shares; 2026Q1: 22,469 shares; 2026Q2: 23,658 shares 23,658 $1.23M 0.28% +1,189 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: 17,456 shares; 2024Q4: 17,209 shares; 2025Q1: 15,209 shares; 2025Q2: 15,209 shares; 2025Q3: 15,208 shares; 2025Q4: 14,965 shares; 2026Q1: 14,946 shares; 2026Q2: 14,936 shares 14,936 $1.21M 0.28% -10 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: 1,194 shares; 2024Q4: 1,150 shares; 2025Q1: 1,145 shares; 2025Q2: 1,145 shares; 2025Q3: 1,145 shares; 2025Q4: 1,145 shares; 2026Q1: 1,202 shares; 2026Q2: 1,197 shares 1,197 $1.21M 0.28% -5 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 210 shares; 2024Q4: 339 shares; 2025Q1: 339 shares; 2025Q2: 339 shares; 2025Q3: 339 shares; 2025Q4: 539 shares; 2026Q1: 539 shares; 2026Q2: 679 shares 679 $1.15M 0.26% +140 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,853 shares; 2024Q4: 1,868 shares; 2025Q1: 1,983 shares; 2025Q2: 1,483 shares; 2025Q3: 1,702 shares; 2025Q4: 1,702 shares; 2026Q1: 2,052 shares; 2026Q2: 1,496 shares 1,496 $1.14M 0.26% -556 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: 1,922 shares; 2024Q4: 1,927 shares; 2025Q1: 2,127 shares; 2025Q2: 2,417 shares; 2025Q3: 2,387 shares; 2025Q4: 2,368 shares; 2026Q1: 2,088 shares; 2026Q2: 2,198 shares 2,198 $1.12M 0.26% +110 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: 6,200 shares; 2024Q4: 6,326 shares; 2025Q1: 6,359 shares; 2025Q2: 6,359 shares; 2025Q3: 6,359 shares; 2025Q4: 6,106 shares; 2026Q1: 8,222 shares; 2026Q2: 8,170 shares 8,170 $1.12M 0.26% -52 Timeline SPIP 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: 45,551 shares; 2024Q4: 42,675 shares; 2025Q1: 42,675 shares; 2025Q2: 42,675 shares; 2025Q3: 42,365 shares; 2025Q4: 41,765 shares; 2026Q1: 41,765 shares; 2026Q2: 41,965 shares 41,965 $1.08M 0.25% +200 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,217 shares; 2024Q4: 6,162 shares; 2025Q1: 6,202 shares; 2025Q2: 6,472 shares; 2025Q3: 6,556 shares; 2025Q4: 6,391 shares; 2026Q1: 6,403 shares; 2026Q2: 6,340 shares 6,340 $1.05M 0.24% -63 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: 26,796 shares; 2024Q4: 25,755 shares; 2025Q1: 24,921 shares; 2025Q2: 24,471 shares; 2025Q3: 24,121 shares; 2025Q4: 24,212 shares; 2026Q1: 24,127 shares; 2026Q2: 23,918 shares 23,918 $1.01M 0.23% -209 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: 982 shares; 2024Q4: 982 shares; 2025Q1: 997 shares; 2025Q2: 1,022 shares; 2025Q3: 1,022 shares; 2025Q4: 1,322 shares; 2026Q1: 1,322 shares; 2026Q2: 1,322 shares 1,322 $990K 0.23% 0 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: 2,260 shares; 2024Q4: 2,305 shares; 2025Q1: 2,355 shares; 2025Q2: 2,355 shares; 2025Q3: 2,355 shares; 2025Q4: 2,743 shares; 2026Q1: 2,753 shares; 2026Q2: 2,728 shares 2,728 $938K 0.21% -25 Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,395 shares; 2024Q4: 10,395 shares; 2025Q1: 10,395 shares; 2025Q2: 8,795 shares; 2025Q3: 8,495 shares; 2025Q4: 9,270 shares; 2026Q1: 9,220 shares; 2026Q2: 9,620 shares 9,620 $928K 0.21% +400 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: 13,237 shares; 2024Q4: 12,937 shares; 2025Q1: 10,647 shares; 2025Q2: 10,401 shares; 2025Q3: 10,401 shares; 2025Q4: 10,371 shares; 2026Q1: 10,506 shares; 2026Q2: 10,466 shares 10,466 $919K 0.21% -40 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: 4,159 shares; 2024Q4: 4,142 shares; 2025Q1: 4,142 shares; 2025Q2: 4,142 shares; 2025Q3: 4,122 shares; 2025Q4: 4,129 shares; 2026Q1: 4,081 shares; 2026Q2: 4,081 shares 4,081 $914K 0.21% 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; 2024Q3: 5,657 shares; 2024Q4: 5,648 shares; 2025Q1: 5,618 shares; 2025Q2: 5,618 shares; 2025Q3: 5,618 shares; 2025Q4: 5,564 shares; 2026Q1: 6,087 shares; 2026Q2: 6,104 shares 6,104 $895K 0.21% +17 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: 2,644 shares; 2024Q4: 2,629 shares; 2025Q1: 2,629 shares; 2025Q2: 2,629 shares; 2025Q3: 2,629 shares; 2025Q4: 2,633 shares; 2026Q1: 2,635 shares; 2026Q2: 2,623 shares 2,623 $894K 0.2% -12 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: 2,390 shares; 2024Q4: 2,375 shares; 2025Q1: 2,300 shares; 2025Q2: 2,275 shares; 2025Q3: 2,275 shares; 2025Q4: 2,205 shares; 2026Q1: 2,376 shares; 2026Q2: 2,441 shares 2,441 $884K 0.2% +65 Timeline VAW VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,629 shares; 2024Q4: 3,999 shares; 2025Q1: 3,899 shares; 2025Q2: 3,869 shares; 2025Q3: 3,894 shares; 2025Q4: 3,904 shares; 2026Q1: 3,834 shares; 2026Q2: 3,834 shares 3,834 $877K 0.2% 0 Timeline DFAU DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,437 shares; 2024Q4: 9,274 shares; 2025Q1: 9,866 shares; 2025Q2: 9,138 shares; 2025Q3: 8,998 shares; 2025Q4: 8,897 shares; 2026Q1: 14,830 shares; 2026Q2: 16,660 shares 16,660 $861K 0.2% +1,830 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: 9,402 shares; 2024Q4: 8,857 shares; 2025Q1: 8,707 shares; 2025Q2: 8,302 shares; 2025Q3: 8,038 shares; 2025Q4: 7,938 shares; 2026Q1: 7,938 shares; 2026Q2: 7,938 shares 7,938 $856K 0.2% 0 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,017 shares; 2024Q4: 7,187 shares; 2025Q1: 7,187 shares; 2025Q2: 7,167 shares; 2025Q3: 7,167 shares; 2025Q4: 7,000 shares; 2026Q1: 8,243 shares; 2026Q2: 8,788 shares 8,788 $841K 0.19% +545 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,476 shares; 2024Q4: 9,576 shares; 2025Q1: 9,876 shares; 2025Q2: 10,876 shares; 2025Q3: 10,693 shares; 2025Q4: 10,693 shares; 2026Q1: 13,693 shares; 2026Q2: 13,693 shares 13,693 $827K 0.19% 0 Timeline VIGI 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: 5,405 shares; 2024Q4: 5,405 shares; 2025Q1: 5,605 shares; 2025Q2: 5,905 shares; 2025Q3: 6,005 shares; 2025Q4: 6,005 shares; 2026Q1: 8,075 shares; 2026Q2: 8,845 shares 8,845 $826K 0.19% +770 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: 1,380 shares; 2024Q4: 1,390 shares; 2025Q1: 1,400 shares; 2025Q2: 1,425 shares; 2025Q3: 1,422 shares; 2025Q4: 1,412 shares; 2026Q1: 1,918 shares; 2026Q2: 2,158 shares 2,158 $815K 0.19% +240 Timeline NTAP NETAPP INC More: the full row for NETAPP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,065 shares; 2024Q4: 5,065 shares; 2025Q1: 4,965 shares; 2025Q2: 4,965 shares; 2025Q3: 4,965 shares; 2025Q4: 4,965 shares; 2026Q1: 5,065 shares; 2026Q2: 5,215 shares 5,215 $807K 0.18% +150 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: 1,127 shares; 2024Q4: 1,127 shares; 2025Q1: 1,127 shares; 2025Q2: 1,127 shares; 2025Q3: 1,127 shares; 2025Q4: 1,127 shares; 2026Q1: 1,129 shares; 2026Q2: 1,129 shares 1,129 $805K 0.18% 0 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,341 shares; 2024Q4: 15,268 shares; 2025Q1: 14,706 shares; 2025Q2: 14,706 shares; 2025Q3: 14,206 shares; 2025Q4: 14,106 shares; 2026Q1: 14,106 shares; 2026Q2: 14,106 shares 14,106 $804K 0.18% 0 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,737 shares; 2024Q4: 10,468 shares; 2025Q1: 10,442 shares; 2025Q2: 10,068 shares; 2025Q3: 10,068 shares; 2025Q4: 11,043 shares; 2026Q1: 11,343 shares; 2026Q2: 11,000 shares 11,000 $791K 0.18% -343 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: 1,513 shares; 2024Q4: 2,165 shares; 2025Q1: 2,090 shares; 2025Q2: 2,090 shares; 2025Q3: 2,090 shares; 2025Q4: 2,090 shares; 2026Q1: 2,092 shares; 2026Q2: 2,092 shares 2,092 $782K 0.18% 0 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,510 shares; 2024Q4: 4,578 shares; 2025Q1: 4,628 shares; 2025Q2: 4,573 shares; 2025Q3: 4,528 shares; 2025Q4: 5,442 shares; 2026Q1: 4,726 shares; 2026Q2: 4,801 shares 4,801 $777K 0.18% +75 Timeline IESC IES HOLDINGS INC More: the full row for IES HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 525 shares; 2025Q1: 1,195 shares; 2025Q2: 1,145 shares; 2025Q3: 1,120 shares; 2025Q4: 1,090 shares; 2026Q1: 1,077 shares; 2026Q2: 1,057 shares 1,057 $777K 0.18% -20 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: 2,925 shares; 2024Q4: 2,923 shares; 2025Q1: 2,909 shares; 2025Q2: 2,909 shares; 2025Q3: 2,909 shares; 2025Q4: 2,910 shares; 2026Q1: 2,910 shares; 2026Q2: 2,847 shares 2,847 $774K 0.18% -63 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: 5,405 shares; 2024Q4: 5,405 shares; 2025Q1: 5,655 shares; 2025Q2: 5,655 shares; 2025Q3: 5,655 shares; 2025Q4: 5,655 shares; 2026Q1: 5,655 shares; 2026Q2: 5,655 shares 5,655 $774K 0.18% 0 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,286 shares; 2024Q4: 2,266 shares; 2025Q1: 2,266 shares; 2025Q2: 2,266 shares; 2025Q3: 2,186 shares; 2025Q4: 2,186 shares; 2026Q1: 2,186 shares; 2026Q2: 2,186 shares 2,186 $722K 0.17% 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: 8,225 shares; 2024Q4: 7,647 shares; 2025Q1: 7,732 shares; 2025Q2: 7,532 shares; 2025Q3: 7,447 shares; 2025Q4: 7,447 shares; 2026Q1: 9,012 shares; 2026Q2: 9,307 shares 9,307 $705K 0.16% +295 Timeline PEY 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: 24,525 shares; 2024Q4: 23,114 shares; 2025Q1: 20,914 shares; 2025Q2: 20,914 shares; 2025Q3: 20,914 shares; 2025Q4: 20,914 shares; 2026Q1: 28,354 shares; 2026Q2: 30,352 shares 30,352 $704K 0.16% +1,998 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: 42,114 shares; 2024Q4: 22,566 shares; 2025Q1: 23,001 shares; 2025Q2: 28,701 shares; 2025Q3: 30,047 shares; 2025Q4: 29,883 shares; 2026Q1: 30,727 shares; 2026Q2: 29,095 shares 29,095 $701K 0.16% -1,632 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: 2,171 shares; 2024Q4: 2,067 shares; 2025Q1: 2,067 shares; 2025Q2: 2,067 shares; 2025Q3: 2,067 shares; 2025Q4: 2,042 shares; 2026Q1: 2,093 shares; 2026Q2: 2,004 shares 2,004 $688K 0.16% -89 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: 8,470 shares; 2024Q4: 8,400 shares; 2025Q1: 8,580 shares; 2025Q2: 8,555 shares; 2025Q3: 8,575 shares; 2025Q4: 8,970 shares; 2026Q1: 8,915 shares; 2026Q2: 8,890 shares 8,890 $686K 0.16% -25 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: 3,026 shares; 2024Q4: 3,026 shares; 2025Q1: 2,946 shares; 2025Q2: 2,946 shares; 2025Q3: 2,946 shares; 2025Q4: 2,949 shares; 2026Q1: 2,949 shares; 2026Q2: 2,949 shares 2,949 $650K 0.15% 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; 2024Q3: 1,474 shares; 2024Q4: 1,874 shares; 2025Q1: 1,794 shares; 2025Q2: 1,794 shares; 2025Q3: 1,794 shares; 2025Q4: 1,694 shares; 2026Q1: 1,821 shares; 2026Q2: 1,811 shares 1,811 $647K 0.15% -10 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,253 shares; 2024Q4: 5,996 shares; 2025Q1: 5,896 shares; 2025Q2: 5,668 shares; 2025Q3: 5,515 shares; 2025Q4: 5,592 shares; 2026Q1: 5,580 shares; 2026Q2: 5,492 shares 5,492 $641K 0.15% -88 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: 6,910 shares; 2024Q4: 6,910 shares; 2025Q1: 6,910 shares; 2025Q2: 7,410 shares; 2025Q3: 7,410 shares; 2025Q4: 7,410 shares; 2026Q1: 5,910 shares; 2026Q2: 5,836 shares 5,836 $637K 0.15% -74 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: 21,765 shares; 2024Q4: 21,465 shares; 2025Q1: 21,665 shares; 2025Q2: 21,165 shares; 2025Q3: 21,165 shares; 2025Q4: 22,165 shares; 2026Q1: 18,465 shares; 2026Q2: 20,665 shares 20,665 $630K 0.14% +2,200 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: 11,413 shares; 2024Q4: 11,125 shares; 2025Q1: 11,125 shares; 2025Q2: 9,920 shares; 2025Q3: 10,857 shares; 2025Q4: 10,857 shares; 2026Q1: 10,857 shares; 2026Q2: 10,857 shares 10,857 $589K 0.13% 0 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,328 shares; 2024Q4: 2,978 shares; 2025Q1: 2,978 shares; 2025Q2: 2,978 shares; 2025Q3: 2,878 shares; 2025Q4: 2,782 shares; 2026Q1: 2,782 shares; 2026Q2: 2,782 shares 2,782 $582K 0.13% 0 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 135 shares; 2024Q4: 335 shares; 2025Q1: 5,315 shares; 2025Q2: 2,595 shares; 2025Q3: 13,290 shares; 2025Q4: 5,250 shares; 2026Q1: 17,350 shares; 2026Q2: 17,350 shares 17,350 $578K 0.13% 0 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: 1,116 shares; 2024Q4: 1,086 shares; 2025Q1: 1,086 shares; 2025Q2: 1,066 shares; 2025Q3: 1,051 shares; 2025Q4: 1,167 shares; 2026Q1: 1,167 shares; 2026Q2: 4,628 shares 4,628 $575K 0.13% +3,461 Timeline VYMI 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: 670 shares; 2024Q4: 670 shares; 2025Q1: 670 shares; 2025Q2: 670 shares; 2025Q3: 670 shares; 2025Q4: 3,360 shares; 2026Q1: 4,210 shares; 2026Q2: 5,500 shares 5,500 $540K 0.12% +1,290 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,239 shares; 2024Q4: 4,691 shares; 2025Q1: 4,691 shares; 2025Q2: 4,691 shares; 2025Q3: 4,691 shares; 2025Q4: 4,621 shares; 2026Q1: 4,795 shares; 2026Q2: 4,800 shares 4,800 $531K 0.12% +5 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: 6,250 shares; 2024Q4: 6,250 shares; 2025Q1: 6,250 shares; 2025Q2: 6,250 shares; 2025Q3: 6,250 shares; 2025Q4: 6,250 shares; 2026Q1: 6,325 shares; 2026Q2: 6,402 shares 6,402 $530K 0.12% +77 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,926 shares; 2024Q4: 1,908 shares; 2025Q1: 1,898 shares; 2025Q2: 1,898 shares; 2025Q3: 1,848 shares; 2025Q4: 1,760 shares; 2026Q1: 1,759 shares; 2026Q2: 1,745 shares 1,745 $520K 0.12% -14 Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,319 shares; 2024Q4: 2,319 shares; 2025Q1: 2,319 shares; 2025Q2: 2,319 shares; 2025Q3: 2,319 shares; 2025Q4: 2,319 shares; 2026Q1: 2,319 shares; 2026Q2: 2,319 shares 2,319 $520K 0.12% 0 Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,422 shares; 2024Q4: 5,678 shares; 2025Q1: 5,572 shares; 2025Q2: 5,572 shares; 2025Q3: 5,572 shares; 2025Q4: 5,572 shares; 2026Q1: 5,522 shares; 2026Q2: 5,401 shares 5,401 $518K 0.12% -121 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: 276 shares; 2024Q4: 441 shares; 2025Q1: 440 shares; 2025Q2: 440 shares; 2025Q3: 440 shares; 2025Q4: 440 shares; 2026Q1: 440 shares; 2026Q2: 440 shares 440 $517K 0.12% 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: 7,264 shares; 2024Q4: 7,160 shares; 2025Q1: 6,050 shares; 2025Q2: 5,550 shares; 2025Q3: 5,250 shares; 2025Q4: 5,618 shares; 2026Q1: 5,557 shares; 2026Q2: 5,057 shares 5,057 $517K 0.12% -500 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 705 shares; 2024Q4: 705 shares; 2025Q1: 705 shares; 2025Q2: 705 shares; 2025Q3: 690 shares; 2025Q4: 690 shares; 2026Q1: 673 shares; 2026Q2: 534 shares 534 $515K 0.12% -139 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: 2,270 shares; 2024Q4: 2,505 shares; 2025Q1: 2,455 shares; 2025Q2: 1,875 shares; 2025Q3: 1,875 shares; 2025Q4: 1,831 shares; 2026Q1: 1,832 shares; 2026Q2: 1,812 shares 1,812 $490K 0.11% -20 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: 3,891 shares; 2024Q4: 4,365 shares; 2025Q1: 4,345 shares; 2025Q2: 4,345 shares; 2025Q3: 4,345 shares; 2025Q4: 4,364 shares; 2026Q1: 4,177 shares; 2026Q2: 4,153 shares 4,153 $488K 0.11% -24 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: 9,670 shares; 2024Q4: 9,000 shares; 2025Q1: 8,940 shares; 2025Q2: 8,905 shares; 2025Q3: 8,527 shares; 2025Q4: 7,382 shares; 2026Q1: 8,086 shares; 2026Q2: 8,431 shares 8,431 $486K 0.11% +345 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: 2,140 shares; 2024Q4: 2,842 shares; 2025Q1: 3,164 shares; 2025Q2: 3,364 shares; 2025Q3: 3,217 shares; 2025Q4: 3,187 shares; 2026Q1: 3,587 shares; 2026Q2: 3,567 shares 3,567 $483K 0.11% -20 Timeline IDEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,877 shares; 2024Q4: 4,877 shares; 2025Q1: 4,877 shares; 2025Q2: 5,377 shares; 2025Q3: 5,377 shares; 2025Q4: 5,362 shares; 2026Q1: 5,362 shares; 2026Q2: 5,362 shares 5,362 $477K 0.11% 0 Timeline IHAK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,390 shares; 2024Q4: 8,145 shares; 2025Q1: 8,584 shares; 2025Q2: 7,899 shares; 2025Q3: 7,849 shares; 2025Q4: 7,849 shares; 2026Q1: 7,849 shares; 2026Q2: 7,849 shares 7,849 $477K 0.11% 0 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,414 shares; 2024Q4: 4,414 shares; 2025Q1: 3,414 shares; 2025Q2: 1,621 shares; 2025Q3: 1,621 shares; 2025Q4: 1,621 shares; 2026Q1: 1,621 shares; 2026Q2: 1,824 shares 1,824 $464K 0.11% +203 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: 2,433 shares; 2024Q4: 2,433 shares; 2025Q1: 2,513 shares; 2025Q2: 2,563 shares; 2025Q3: 2,565 shares; 2025Q4: 1,975 shares; 2026Q1: 2,921 shares; 2026Q2: 2,930 shares 2,930 $459K 0.11% +9 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: 2,037 shares 2,037 $456K 0.1% new Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,237 shares; 2024Q4: 32,107 shares; 2025Q1: 31,007 shares; 2025Q2: 31,007 shares; 2025Q3: 30,257 shares; 2025Q4: 32,924 shares; 2026Q1: 32,724 shares; 2026Q2: 32,754 shares 32,754 $455K 0.1% +30 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: 1,975 shares; 2024Q4: 1,975 shares; 2025Q1: 1,955 shares; 2025Q2: 1,822 shares; 2025Q3: 1,818 shares; 2025Q4: 1,718 shares; 2026Q1: 1,698 shares; 2026Q2: 2,093 shares 2,093 $453K 0.1% +395 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: 2,037 shares 2,037 $450K 0.1% new 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: 4,543 shares; 2024Q4: 5,212 shares; 2025Q1: 5,212 shares; 2025Q2: 5,212 shares; 2025Q3: 5,087 shares; 2025Q4: 5,095 shares; 2026Q1: 5,111 shares; 2026Q2: 4,943 shares 4,943 $449K 0.1% -168 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: 527 shares; 2024Q4: 520 shares; 2025Q1: 518 shares; 2025Q2: 418 shares; 2025Q3: 418 shares; 2025Q4: 500 shares; 2026Q1: 500 shares; 2026Q2: 592 shares 592 $436K 0.1% +92 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,515 shares; 2024Q4: 1,455 shares; 2025Q1: 1,455 shares; 2025Q2: 1,455 shares; 2025Q3: 1,455 shares; 2025Q4: 1,455 shares; 2026Q1: 1,555 shares; 2026Q2: 1,574 shares 1,574 $410K 0.09% +19 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: 2,183 shares; 2024Q4: 2,276 shares; 2025Q1: 2,276 shares; 2025Q2: 2,276 shares; 2025Q3: 2,251 shares; 2025Q4: 2,251 shares; 2026Q1: 2,251 shares; 2026Q2: 2,251 shares 2,251 $407K 0.09% 0 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,210 shares; 2024Q4: 1,223 shares; 2025Q1: 1,223 shares; 2025Q2: 1,223 shares; 2025Q3: 1,223 shares; 2025Q4: 1,223 shares; 2026Q1: 1,200 shares; 2026Q2: 1,200 shares 1,200 $406K 0.09% 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: 3,675 shares; 2024Q4: 3,387 shares; 2025Q1: 3,217 shares; 2025Q2: 3,217 shares; 2025Q3: 3,139 shares; 2025Q4: 3,027 shares; 2026Q1: 3,184 shares; 2026Q2: 3,212 shares 3,212 $406K 0.09% +28 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: 6,618 shares; 2024Q4: 6,285 shares; 2025Q1: 6,285 shares; 2025Q2: 6,253 shares; 2025Q3: 5,817 shares; 2025Q4: 5,511 shares; 2026Q1: 5,211 shares; 2026Q2: 5,161 shares 5,161 $404K 0.09% -50 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: 14,241 shares; 2024Q4: 15,391 shares; 2025Q1: 15,891 shares; 2025Q2: 15,991 shares; 2025Q3: 15,991 shares; 2025Q4: 15,391 shares; 2026Q1: 15,691 shares; 2026Q2: 17,691 shares 17,691 $403K 0.09% +2,000 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: 1,986 shares; 2024Q4: 1,788 shares; 2025Q1: 1,888 shares; 2025Q2: 1,884 shares; 2025Q3: 1,884 shares; 2025Q4: 1,774 shares; 2026Q1: 1,774 shares; 2026Q2: 1,774 shares 1,774 $395K 0.09% 0 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: 800 shares; 2024Q4: 800 shares; 2025Q1: 800 shares; 2025Q2: 800 shares; 2025Q3: 800 shares; 2025Q4: 800 shares; 2026Q1: 800 shares; 2026Q2: 800 shares 800 $392K 0.09% 0 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,928 shares; 2025Q3: 1,928 shares; 2025Q4: 1,928 shares; 2026Q1: 1,928 shares; 2026Q2: 1,928 shares 1,928 $387K 0.09% 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: 4,615 shares; 2024Q4: 4,648 shares; 2025Q1: 4,612 shares; 2025Q2: 4,612 shares; 2025Q3: 4,170 shares; 2025Q4: 3,531 shares; 2026Q1: 3,474 shares; 2026Q2: 3,494 shares 3,494 $376K 0.09% +20 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: 19,395 shares; 2024Q4: 20,543 shares; 2025Q1: 19,345 shares; 2025Q2: 18,895 shares; 2025Q3: 18,895 shares; 2025Q4: 17,664 shares; 2026Q1: 17,512 shares; 2026Q2: 17,967 shares 17,967 $372K 0.09% +455 Timeline CHKP CHECK POINT SOFTWARE TECH LT More: the full row for CHECK POINT SOFTWARE TECH LT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 825 shares; 2025Q1: 855 shares; 2025Q2: 3,085 shares; 2025Q3: 3,077 shares; 2025Q4: 2,797 shares; 2026Q1: 2,794 shares; 2026Q2: 2,794 shares 2,794 $367K 0.08% 0 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: 1,262 shares; 2024Q4: 1,230 shares; 2025Q1: 1,190 shares; 2025Q2: 1,200 shares; 2025Q3: 1,200 shares; 2025Q4: 1,190 shares; 2026Q1: 1,170 shares; 2026Q2: 1,170 shares 1,170 $352K 0.08% 0 Timeline TPL TEXAS PACIFIC LAND CORPORATI More: the full row for TEXAS PACIFIC LAND CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 261 shares; 2025Q2: 261 shares; 2025Q3: 261 shares; 2025Q4: 783 shares; 2026Q1: 783 shares; 2026Q2: 783 shares 783 $343K 0.08% 0 Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,597 shares; 2024Q4: 9,847 shares; 2025Q1: 10,067 shares; 2025Q2: 10,852 shares; 2025Q3: 9,286 shares; 2025Q4: 7,477 shares; 2026Q1: 7,384 shares; 2026Q2: 7,377 shares 7,377 $340K 0.08% -7 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: 657 shares; 2024Q4: 657 shares; 2025Q1: 657 shares; 2025Q2: 657 shares; 2025Q3: 657 shares; 2025Q4: 657 shares; 2026Q1: 659 shares; 2026Q2: 659 shares 659 $338K 0.08% 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: 3,307 shares; 2024Q4: 3,307 shares; 2025Q1: 3,307 shares; 2025Q2: 3,307 shares; 2025Q3: 3,307 shares; 2025Q4: 3,507 shares; 2026Q1: 3,507 shares; 2026Q2: 3,580 shares 3,580 $338K 0.08% +73 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: 936 shares; 2024Q4: 946 shares; 2025Q1: 946 shares; 2025Q2: 946 shares; 2025Q3: 948 shares; 2025Q4: 948 shares; 2026Q1: 948 shares; 2026Q2: 907 shares 907 $334K 0.08% -41 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: 950 shares; 2024Q4: 950 shares; 2025Q1: 950 shares; 2025Q2: 2,210 shares; 2025Q3: 2,210 shares; 2025Q4: 2,210 shares; 2026Q1: 2,210 shares; 2026Q2: 2,221 shares 2,221 $325K 0.07% +11 Timeline AXON AXON ENTERPRISE INC More: the full row for AXON ENTERPRISE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 580 shares; 2024Q4: 580 shares; 2025Q1: 580 shares; 2025Q2: 580 shares; 2025Q3: 580 shares; 2025Q4: 580 shares; 2026Q1: 580 shares; 2026Q2: 580 shares 580 $325K 0.07% 0 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: 3,320 shares; 2024Q4: 3,320 shares; 2025Q1: 3,320 shares; 2025Q2: 3,260 shares; 2025Q3: 3,235 shares; 2025Q4: 3,260 shares; 2026Q1: 3,330 shares; 2026Q2: 3,330 shares 3,330 $322K 0.07% 0 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: 812 shares; 2024Q4: 812 shares; 2025Q1: 812 shares; 2025Q2: 898 shares; 2025Q3: 898 shares; 2025Q4: 891 shares; 2026Q1: 898 shares; 2026Q2: 898 shares 898 $318K 0.07% 0 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: 2,333 shares; 2024Q4: 2,343 shares; 2025Q1: 2,343 shares; 2025Q2: 1,978 shares; 2025Q3: 1,978 shares; 2025Q4: 2,133 shares; 2026Q1: 2,133 shares; 2026Q2: 2,134 shares 2,134 $316K 0.07% +1 Timeline HEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,900 shares; 2024Q4: 6,900 shares; 2025Q1: 6,900 shares; 2025Q2: 6,700 shares; 2025Q3: 6,550 shares; 2025Q4: 6,550 shares; 2026Q1: 6,550 shares; 2026Q2: 6,550 shares 6,550 $307K 0.07% 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; 2024Q3: 1,052 shares; 2024Q4: 1,002 shares; 2025Q1: 1,002 shares; 2025Q2: 1,002 shares; 2025Q3: 1,002 shares; 2025Q4: 1,002 shares; 2026Q1: 1,002 shares; 2026Q2: 1,002 shares 1,002 $307K 0.07% 0 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 757 shares; 2024Q4: 751 shares; 2025Q1: 751 shares; 2025Q2: 751 shares; 2025Q3: 751 shares; 2025Q4: 753 shares; 2026Q1: 751 shares; 2026Q2: 751 shares 751 $306K 0.07% 0 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: 2,261 shares; 2024Q4: 2,317 shares; 2025Q1: 2,317 shares; 2025Q2: 2,317 shares; 2025Q3: 2,317 shares; 2025Q4: 2,115 shares; 2026Q1: 2,099 shares; 2026Q2: 2,099 shares 2,099 $304K 0.07% 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: not reported; 2025Q1: 1,340 shares; 2025Q2: 1,340 shares; 2025Q3: 1,340 shares; 2025Q4: 1,340 shares; 2026Q1: 1,340 shares; 2026Q2: 680 shares 680 $295K 0.07% -660 Timeline SMCI SUPER MICRO COMPUTER INC More: the full row for SUPER MICRO COMPUTER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,740 shares; 2025Q2: 7,090 shares; 2025Q3: 7,150 shares; 2025Q4: 7,500 shares; 2026Q1: 10,030 shares; 2026Q2: 10,030 shares 10,030 $294K 0.07% 0 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,951 shares; 2024Q4: 2,217 shares; 2025Q1: 2,217 shares; 2025Q2: 2,217 shares; 2025Q3: 2,232 shares; 2025Q4: 2,292 shares; 2026Q1: 2,292 shares; 2026Q2: 2,292 shares 2,292 $290K 0.07% 0 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,790 shares; 2024Q4: 1,536 shares; 2025Q1: 1,467 shares; 2025Q2: 1,467 shares; 2025Q3: 1,467 shares; 2025Q4: 1,467 shares; 2026Q1: 1,467 shares; 2026Q2: 1,467 shares 1,467 $290K 0.07% 0 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: 481 shares; 2024Q4: 488 shares; 2025Q1: 498 shares; 2025Q2: 497 shares; 2025Q3: 497 shares; 2025Q4: 497 shares; 2026Q1: 497 shares; 2026Q2: 497 shares 497 $287K 0.07% 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: 1,345 shares; 2024Q4: 1,345 shares; 2025Q1: 1,345 shares; 2025Q2: 1,345 shares; 2025Q3: 1,345 shares; 2025Q4: 4,435 shares; 2026Q1: 5,460 shares; 2026Q2: 5,730 shares 5,730 $281K 0.06% +270 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: 1,128 shares; 2024Q4: 1,128 shares; 2025Q1: 1,128 shares; 2025Q2: 1,128 shares; 2025Q3: 1,091 shares; 2025Q4: 1,091 shares; 2026Q1: 1,091 shares; 2026Q2: 1,091 shares 1,091 $279K 0.06% 0 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,920 shares; 2024Q4: 2,750 shares; 2025Q1: 2,750 shares; 2025Q2: 2,750 shares; 2025Q3: 2,717 shares; 2025Q4: 2,717 shares; 2026Q1: 2,698 shares; 2026Q2: 2,630 shares 2,630 $273K 0.06% -68 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: 2,544 shares; 2024Q4: 2,044 shares; 2025Q1: 2,044 shares; 2025Q2: 2,044 shares; 2025Q3: 2,044 shares; 2025Q4: 1,915 shares; 2026Q1: 1,925 shares; 2026Q2: 1,925 shares 1,925 $269K 0.06% 0 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,379 shares; 2024Q4: 3,379 shares; 2025Q1: 3,179 shares; 2025Q2: 3,179 shares; 2025Q3: 2,929 shares; 2025Q4: 3,214 shares; 2026Q1: 3,189 shares; 2026Q2: 3,189 shares 3,189 $264K 0.06% 0 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 730 shares; 2024Q4: 730 shares; 2025Q1: 730 shares; 2025Q2: 730 shares; 2025Q3: 530 shares; 2025Q4: 530 shares; 2026Q1: 530 shares; 2026Q2: 530 shares 530 $262K 0.06% 0 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 73 shares; 2024Q4: 73 shares; 2025Q1: 73 shares; 2025Q2: 73 shares; 2025Q3: 73 shares; 2025Q4: 74 shares; 2026Q1: 967 shares; 2026Q2: 967 shares 967 $262K 0.06% 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: 673 shares; 2024Q4: 667 shares; 2025Q1: 635 shares; 2025Q2: 635 shares; 2025Q3: 635 shares; 2025Q4: 642 shares; 2026Q1: 654 shares; 2026Q2: 654 shares 654 $260K 0.06% 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; 2024Q3: 923 shares; 2024Q4: 923 shares; 2025Q1: 923 shares; 2025Q2: 923 shares; 2025Q3: 923 shares; 2025Q4: 932 shares; 2026Q1: 932 shares; 2026Q2: 932 shares 932 $257K 0.06% 0 Timeline CORZ CORE SCIENTIFIC INC NEW More: the full row for CORE SCIENTIFIC INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,821 shares; 2026Q2: 9,821 shares 9,821 $251K 0.06% 0 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: 710 shares; 2024Q4: 1,132 shares; 2025Q1: 1,040 shares; 2025Q2: 1,040 shares; 2025Q3: 1,029 shares; 2025Q4: 1,029 shares; 2026Q1: 1,014 shares; 2026Q2: 1,014 shares 1,014 $250K 0.06% 0 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: 3,366 shares; 2024Q4: 3,247 shares; 2025Q1: 3,247 shares; 2025Q2: 3,247 shares; 2025Q3: 3,147 shares; 2025Q4: 3,037 shares; 2026Q1: 2,937 shares; 2026Q2: 2,937 shares 2,937 $248K 0.06% 0 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,058 shares; 2024Q4: 1,058 shares; 2025Q1: 1,058 shares; 2025Q2: 1,058 shares; 2025Q3: 1,058 shares; 2025Q4: 1,058 shares; 2026Q1: 1,061 shares; 2026Q2: 1,061 shares 1,061 $241K 0.06% 0 Timeline DFUS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,930 shares; 2024Q4: 2,880 shares; 2025Q1: 2,880 shares; 2025Q2: 2,905 shares; 2025Q3: 2,880 shares; 2025Q4: 2,880 shares; 2026Q1: 2,880 shares; 2026Q2: 2,883 shares 2,883 $236K 0.05% +3 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: 1,018 shares; 2024Q4: 1,002 shares; 2025Q1: 1,002 shares; 2025Q2: 852 shares; 2025Q3: 832 shares; 2025Q4: 962 shares; 2026Q1: 962 shares; 2026Q2: 962 shares 962 $233K 0.05% 0 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,482 shares; 2024Q4: 2,398 shares; 2025Q1: 2,323 shares; 2025Q2: 2,319 shares; 2025Q3: 2,263 shares; 2025Q4: 2,057 shares; 2026Q1: 1,961 shares; 2026Q2: 2,116 shares 2,116 $232K 0.05% +155 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: 785 shares; 2024Q4: 745 shares; 2025Q1: 915 shares; 2025Q2: 915 shares; 2025Q3: 815 shares; 2025Q4: 815 shares; 2026Q1: 815 shares; 2026Q2: 940 shares 940 $228K 0.05% +125 Timeline CBRS CEREBRAS SYSTEMS INC More: the full row for CEREBRAS SYSTEMS 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: 1,030 shares 1,030 $228K 0.05% new 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: 1,747 shares; 2024Q4: 1,747 shares; 2025Q1: 1,372 shares; 2025Q2: 1,372 shares; 2025Q3: 1,247 shares; 2025Q4: 1,247 shares; 2026Q1: 1,600 shares; 2026Q2: 1,900 shares 1,900 $224K 0.05% +300 Timeline PCY INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,250 shares; 2024Q4: 10,250 shares; 2025Q1: 10,250 shares; 2025Q2: 10,250 shares; 2025Q3: 10,250 shares; 2025Q4: 10,250 shares; 2026Q1: 10,250 shares; 2026Q2: 10,250 shares 10,250 $222K 0.05% 0 Timeline DFAX DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,000 shares; 2024Q4: 5,000 shares; 2025Q1: 5,000 shares; 2025Q2: 6,000 shares; 2025Q3: 6,000 shares; 2025Q4: 6,000 shares; 2026Q1: 6,000 shares; 2026Q2: 6,000 shares 6,000 $221K 0.05% 0 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,893 shares; 2024Q4: 1,725 shares; 2025Q1: 1,725 shares; 2025Q2: 1,725 shares; 2025Q3: 1,498 shares; 2025Q4: 1,476 shares; 2026Q1: 1,476 shares; 2026Q2: 1,451 shares 1,451 $220K 0.05% -25 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,175 shares 2,175 $216K 0.05% new 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: 525 shares; 2024Q4: 525 shares; 2025Q1: 525 shares; 2025Q2: 525 shares; 2025Q3: 525 shares; 2025Q4: 525 shares; 2026Q1: 525 shares; 2026Q2: 525 shares 525 $215K 0.05% 0 Timeline VSS VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,561 shares; 2024Q4: 1,381 shares; 2025Q1: 1,381 shares; 2025Q2: 1,381 shares; 2025Q3: 1,381 shares; 2025Q4: 1,381 shares; 2026Q1: 1,381 shares; 2026Q2: 1,385 shares 1,385 $214K 0.05% +4 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: 874 shares; 2024Q4: 849 shares; 2025Q1: 899 shares; 2025Q2: 679 shares; 2025Q3: 679 shares; 2025Q4: 621 shares; 2026Q1: 1,081 shares; 2026Q2: 1,031 shares 1,031 $211K 0.05% -50 Timeline VDE VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,167 shares; 2024Q4: 1,302 shares; 2025Q1: 1,322 shares; 2025Q2: 1,332 shares; 2025Q3: 1,517 shares; 2025Q4: 1,442 shares; 2026Q1: 1,437 shares; 2026Q2: 1,407 shares 1,407 $211K 0.05% -30 Timeline IMCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,148 shares; 2024Q4: 2,148 shares; 2025Q1: 2,148 shares; 2025Q2: 2,148 shares; 2025Q3: 2,148 shares; 2025Q4: 2,148 shares; 2026Q1: 2,148 shares; 2026Q2: 2,148 shares 2,148 $211K 0.05% 0 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: 1,766 shares; 2024Q4: 2,526 shares; 2025Q1: 2,526 shares; 2025Q2: 2,593 shares; 2025Q3: 2,593 shares; 2025Q4: 2,603 shares; 2026Q1: 2,602 shares; 2026Q2: 2,602 shares 2,602 $209K 0.05% 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: 1,219 shares 1,219 $208K 0.05% new Timeline MLI MUELLER INDS INC More: the full row for MUELLER INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 725 shares; 2025Q1: 1,775 shares; 2025Q2: 1,688 shares; 2025Q3: 1,688 shares; 2025Q4: 1,688 shares; 2026Q1: 1,682 shares; 2026Q2: 1,682 shares 1,682 $207K 0.05% 0 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,808 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,098 shares; 2026Q1: 1,098 shares; 2026Q2: 1,731 shares 1,731 $206K 0.05% +633 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: 550 shares; 2024Q4: 587 shares; 2025Q1: 558 shares; 2025Q2: 578 shares; 2025Q3: 680 shares; 2025Q4: 525 shares; 2026Q1: 635 shares; 2026Q2: 1,720 shares 1,720 $201K 0.05% +1,085 Timeline WTBA WEST BANCORPORATION INC More: the full row for WEST BANCORPORATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,855 shares; 2024Q4: 8,354 shares; 2025Q1: 7,954 shares; 2025Q2: 7,954 shares; 2025Q3: 9,354 shares; 2025Q4: 8,954 shares; 2026Q1: 7,554 shares; 2026Q2: 7,554 shares 7,554 $200K 0.05% 0 Timeline ZVRA ZEVRA THERAPEUTICS INC More: the full row for ZEVRA THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,224 shares; 2024Q4: 16,224 shares; 2025Q1: 16,224 shares; 2025Q2: 16,224 shares; 2025Q3: 15,478 shares; 2025Q4: 15,478 shares; 2026Q1: 15,478 shares; 2026Q2: 13,798 shares 13,798 $198K 0.05% -1,680 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: 2,896 shares; 2024Q4: 3,040 shares; 2025Q1: 3,430 shares; 2025Q2: 3,180 shares; 2025Q3: 2,117 shares; 2025Q4: 2,120 shares; 2026Q1: 2,125 shares; 2026Q2: 2,025 shares 2,025 $195K 0.04% -100 Timeline ETHA ISHARES ETHEREUM TR More: the full row for ISHARES ETHEREUM TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,070 shares; 2025Q4: 16,070 shares; 2026Q1: 16,070 shares; 2026Q2: 16,070 shares 16,070 $191K 0.04% 0 Timeline VFMO VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 100 shares; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 100 shares; 2025Q4: 520 shares; 2026Q1: 600 shares; 2026Q2: 765 shares 765 $191K 0.04% +165 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: 1,600 shares; 2024Q4: 1,550 shares; 2025Q1: 1,550 shares; 2025Q2: 1,550 shares; 2025Q3: 3,250 shares; 2025Q4: 3,254 shares; 2026Q1: 3,054 shares; 2026Q2: 3,054 shares 3,054 $189K 0.04% 0 Timeline Q QNITY ELECTRONICS INC More: the full row for QNITY ELECTRONICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,553 shares; 2026Q1: 1,202 shares; 2026Q2: 1,152 shares 1,152 $188K 0.04% -50 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: 4,520 shares; 2026Q2: 4,320 shares 4,320 $187K 0.04% -200 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: 3,765 shares; 2024Q4: 3,515 shares; 2025Q1: 3,515 shares; 2025Q2: 3,515 shares; 2025Q3: 3,485 shares; 2025Q4: 3,485 shares; 2026Q1: 3,015 shares; 2026Q2: 2,956 shares 2,956 $186K 0.04% -59 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: 1,569 shares; 2024Q4: 1,569 shares; 2025Q1: 1,529 shares; 2025Q2: 1,970 shares; 2025Q3: 2,262 shares; 2025Q4: 418 shares; 2026Q1: 444 shares; 2026Q2: 446 shares 446 $185K 0.04% +2 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: 2,450 shares; 2024Q4: 2,424 shares; 2025Q1: 2,424 shares; 2025Q2: 2,324 shares; 2025Q3: 2,324 shares; 2025Q4: 2,258 shares; 2026Q1: 2,187 shares; 2026Q2: 2,156 shares 2,156 $183K 0.04% -31 Timeline RKT ROCKET COS INC More: the full row for ROCKET COS 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: 1,550 shares; 2026Q1: 1,550 shares; 2026Q2: 11,550 shares 11,550 $182K 0.04% +10,000 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: 518 shares; 2024Q4: 618 shares; 2025Q1: 618 shares; 2025Q2: 618 shares; 2025Q3: 618 shares; 2025Q4: 626 shares; 2026Q1: 636 shares; 2026Q2: 636 shares 636 $180K 0.04% 0 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12 shares; 2024Q4: 48 shares; 2025Q1: 48 shares; 2025Q2: 54 shares; 2025Q3: 54 shares; 2025Q4: 254 shares; 2026Q1: 414 shares; 2026Q2: 519 shares 519 $177K 0.04% +105 Timeline IXG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,225 shares; 2024Q4: 1,225 shares; 2025Q1: 1,225 shares; 2025Q2: 1,425 shares; 2025Q3: 1,400 shares; 2025Q4: 1,400 shares; 2026Q1: 1,400 shares; 2026Q2: 1,400 shares 1,400 $174K 0.04% 0 Timeline ISCV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,196 shares; 2024Q4: 2,196 shares; 2025Q1: 2,196 shares; 2025Q2: 2,196 shares; 2025Q3: 2,196 shares; 2025Q4: 2,196 shares; 2026Q1: 2,196 shares; 2026Q2: 2,196 shares 2,196 $172K 0.04% 0 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: not reported; 2024Q4: not reported; 2025Q1: 4,114 shares; 2025Q2: 4,114 shares; 2025Q3: 4,114 shares; 2025Q4: 4,114 shares; 2026Q1: 4,114 shares; 2026Q2: 4,114 shares 4,114 $170K 0.04% 0 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,872 shares; 2024Q4: 2,627 shares; 2025Q1: 2,547 shares; 2025Q2: 2,302 shares; 2025Q3: 2,105 shares; 2025Q4: 1,980 shares; 2026Q1: 1,643 shares; 2026Q2: 1,643 shares 1,643 $170K 0.04% 0 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: 798 shares; 2024Q4: 798 shares; 2025Q1: 787 shares; 2025Q2: 753 shares; 2025Q3: 753 shares; 2025Q4: 753 shares; 2026Q1: 753 shares; 2026Q2: 753 shares 753 $170K 0.04% 0 Timeline EDIV 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: 4,143 shares; 2025Q2: 4,143 shares; 2025Q3: 4,143 shares; 2025Q4: 4,143 shares; 2026Q1: 4,143 shares; 2026Q2: 4,143 shares 4,143 $170K 0.04% 0 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,040 shares; 2024Q4: 1,910 shares; 2025Q1: 1,720 shares; 2025Q2: 1,670 shares; 2025Q3: 1,670 shares; 2025Q4: 1,670 shares; 2026Q1: 1,610 shares; 2026Q2: 1,610 shares 1,610 $167K 0.04% 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; 2024Q3: 124 shares; 2024Q4: 124 shares; 2025Q1: 124 shares; 2025Q2: 124 shares; 2025Q3: 121 shares; 2025Q4: 1,330 shares; 2026Q1: 1,786 shares; 2026Q2: 2,336 shares 2,336 $167K 0.04% +550 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,366 shares; 2024Q4: 3,201 shares; 2025Q1: 3,116 shares; 2025Q2: 3,116 shares; 2025Q3: 2,826 shares; 2025Q4: 2,796 shares; 2026Q1: 2,946 shares; 2026Q2: 3,091 shares 3,091 $165K 0.04% +145 Timeline ADM ARCHER DANIELS MIDLAND CO More: the full row for ARCHER DANIELS MIDLAND CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,060 shares; 2024Q4: 2,290 shares; 2025Q1: 2,290 shares; 2025Q2: 2,290 shares; 2025Q3: 2,290 shares; 2025Q4: 2,190 shares; 2026Q1: 2,179 shares; 2026Q2: 2,109 shares 2,109 $161K 0.04% -70 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: not reported; 2024Q4: 700 shares; 2025Q1: 1,625 shares; 2025Q2: 1,550 shares; 2025Q3: 1,550 shares; 2025Q4: 1,450 shares; 2026Q1: 1,444 shares; 2026Q2: 1,424 shares 1,424 $161K 0.04% -20 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: 342 shares; 2024Q4: 342 shares; 2025Q1: 342 shares; 2025Q2: 342 shares; 2025Q3: 292 shares; 2025Q4: 292 shares; 2026Q1: 313 shares; 2026Q2: 313 shares 313 $159K 0.04% 0 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,330 shares; 2024Q4: 2,330 shares; 2025Q1: 2,230 shares; 2025Q2: 2,230 shares; 2025Q3: 2,230 shares; 2025Q4: 2,230 shares; 2026Q1: 2,290 shares; 2026Q2: 2,290 shares 2,290 $157K 0.04% 0 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 451 shares; 2024Q4: 406 shares; 2025Q1: 346 shares; 2025Q2: 346 shares; 2025Q3: 346 shares; 2025Q4: 346 shares; 2026Q1: 315 shares; 2026Q2: 315 shares 315 $155K 0.04% 0 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 676 shares; 2024Q4: 676 shares; 2025Q1: 676 shares; 2025Q2: 676 shares; 2025Q3: 676 shares; 2025Q4: 676 shares; 2026Q1: 676 shares; 2026Q2: 676 shares 676 $153K 0.04% 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: 100 shares; 2024Q4: 400 shares; 2025Q1: 700 shares; 2025Q2: 700 shares; 2025Q3: 700 shares; 2025Q4: 700 shares; 2026Q1: 700 shares; 2026Q2: 700 shares 700 $153K 0.04% 0 Timeline VTWG 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: 686 shares; 2024Q4: 536 shares; 2025Q1: 536 shares; 2025Q2: 536 shares; 2025Q3: 536 shares; 2025Q4: 536 shares; 2026Q1: 519 shares; 2026Q2: 519 shares 519 $149K 0.03% 0 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 500 shares; 2024Q4: 1,040 shares; 2025Q1: 1,040 shares; 2025Q2: 1,635 shares; 2025Q3: 1,700 shares; 2025Q4: 1,700 shares; 2026Q1: 1,710 shares; 2026Q2: 1,710 shares 1,710 $149K 0.03% 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; 2024Q3: 5,422 shares; 2024Q4: 3,822 shares; 2025Q1: 4,822 shares; 2025Q2: 4,127 shares; 2025Q3: 4,127 shares; 2025Q4: 3,004 shares; 2026Q1: 3,019 shares; 2026Q2: 3,619 shares 3,619 $149K 0.03% +600 Timeline FMBH FIRST MID BANCSHARES INC More: the full row for FIRST MID BANCSHARES 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: 3,062 shares; 2026Q2: 3,062 shares 3,062 $147K 0.03% 0 Timeline HNI HNI CORP More: the full row for HNI 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: 3,600 shares; 2026Q2: 3,600 shares 3,600 $145K 0.03% 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: 2,663 shares; 2024Q4: 2,663 shares; 2025Q1: 2,663 shares; 2025Q2: 2,663 shares; 2025Q3: 2,663 shares; 2025Q4: 2,647 shares; 2026Q1: 2,546 shares; 2026Q2: 2,513 shares 2,513 $145K 0.03% -33 Timeline BLV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,424 shares; 2024Q4: 11,309 shares; 2025Q1: 10,609 shares; 2025Q2: 10,609 shares; 2025Q3: 10,609 shares; 2025Q4: 10,609 shares; 2026Q1: 2,194 shares; 2026Q2: 2,100 shares 2,100 $145K 0.03% -94 Timeline BNS BANK NOVA SCOTIA B C More: the full row for BANK NOVA SCOTIA B C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,055 shares; 2024Q4: 1,055 shares; 2025Q1: 1,055 shares; 2025Q2: 1,055 shares; 2025Q3: 1,655 shares; 2025Q4: 1,655 shares; 2026Q1: 1,655 shares; 2026Q2: 1,655 shares 1,655 $144K 0.03% 0 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 500 shares; 2024Q4: 501 shares; 2025Q1: 681 shares; 2025Q2: 931 shares; 2025Q3: 931 shares; 2025Q4: 931 shares; 2026Q1: 931 shares; 2026Q2: 931 shares 931 $143K 0.03% 0 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,038 shares; 2024Q4: 1,962 shares; 2025Q1: 1,962 shares; 2025Q2: 1,892 shares; 2025Q3: 1,842 shares; 2025Q4: 1,850 shares; 2026Q1: 1,849 shares; 2026Q2: 1,449 shares 1,449 $142K 0.03% -400 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: 1,710 shares; 2024Q4: 1,695 shares; 2025Q1: 1,695 shares; 2025Q2: 1,695 shares; 2025Q3: 1,695 shares; 2025Q4: 1,515 shares; 2026Q1: 1,515 shares; 2026Q2: 1,526 shares 1,526 $141K 0.03% +11 Timeline TPYP TORTOISE CAPITAL SERIES TRUS More: the full row for TORTOISE CAPITAL SERIES TRUS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,298 shares; 2025Q3: 3,298 shares; 2025Q4: 3,298 shares; 2026Q1: 3,298 shares; 2026Q2: 3,298 shares 3,298 $138K 0.03% 0 Timeline HSIC SCHEIN HENRY INC More: the full row for SCHEIN HENRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 800 shares; 2025Q1: 1,725 shares; 2025Q2: 1,625 shares; 2025Q3: 1,625 shares; 2025Q4: 1,625 shares; 2026Q1: 1,619 shares; 2026Q2: 1,619 shares 1,619 $135K 0.03% 0 Timeline KRE 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: 1,800 shares; 2024Q4: 1,800 shares; 2025Q1: 1,800 shares; 2025Q2: 1,800 shares; 2025Q3: 1,800 shares; 2025Q4: 1,800 shares; 2026Q1: 1,800 shares; 2026Q2: 1,800 shares 1,800 $135K 0.03% 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: 855 shares; 2024Q4: 855 shares; 2025Q1: 855 shares; 2025Q2: 855 shares; 2025Q3: 855 shares; 2025Q4: 856 shares; 2026Q1: 856 shares; 2026Q2: 856 shares 856 $134K 0.03% 0 Timeline WYNN WYNN RESORTS LTD More: the full row for WYNN RESORTS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,580 shares; 2024Q4: 1,530 shares; 2025Q1: 1,530 shares; 2025Q2: 1,375 shares; 2025Q3: 1,375 shares; 2025Q4: 1,375 shares; 2026Q1: 1,375 shares; 2026Q2: 1,375 shares 1,375 $133K 0.03% 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; 2024Q3: 15 shares; 2024Q4: 15 shares; 2025Q1: 15 shares; 2025Q2: 335 shares; 2025Q3: 335 shares; 2025Q4: 35 shares; 2026Q1: 41 shares; 2026Q2: 264 shares 264 $132K 0.03% +223 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 629 shares; 2024Q4: 629 shares; 2025Q1: 629 shares; 2025Q2: 629 shares; 2025Q3: 629 shares; 2025Q4: 629 shares; 2026Q1: 622 shares; 2026Q2: 622 shares 622 $132K 0.03% 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: 1,840 shares; 2024Q4: 1,590 shares; 2025Q1: 1,290 shares; 2025Q2: 1,190 shares; 2025Q3: 1,190 shares; 2025Q4: 1,191 shares; 2026Q1: 1,191 shares; 2026Q2: 1,091 shares 1,091 $132K 0.03% -100 Timeline MLRG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,268 shares; 2024Q4: 1,268 shares; 2025Q1: 1,268 shares; 2025Q2: 1,268 shares; 2025Q3: 1,268 shares; 2025Q4: 1,268 shares; 2026Q1: 1,268 shares; 2026Q2: 1,268 shares 1,268 $131K 0.03% 0 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,630 shares; 2024Q4: 1,530 shares; 2025Q1: 1,530 shares; 2025Q2: 1,530 shares; 2025Q3: 1,530 shares; 2025Q4: 1,395 shares; 2026Q1: 1,395 shares; 2026Q2: 1,395 shares 1,395 $131K 0.03% 0 Timeline BTI BRITISH AMERN TOB PLC More: the full row for BRITISH AMERN TOB PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,905 shares; 2024Q4: 1,905 shares; 2025Q1: 1,905 shares; 2025Q2: 1,905 shares; 2025Q3: 2,105 shares; 2025Q4: 2,105 shares; 2026Q1: 2,105 shares; 2026Q2: 2,105 shares 2,105 $130K 0.03% 0 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 516 shares; 2024Q4: 516 shares; 2025Q1: 516 shares; 2025Q2: 456 shares; 2025Q3: 456 shares; 2025Q4: 456 shares; 2026Q1: 456 shares; 2026Q2: 506 shares 506 $129K 0.03% +50 Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 500 shares; 2025Q1: 970 shares; 2025Q2: 970 shares; 2025Q3: 970 shares; 2025Q4: 1,020 shares; 2026Q1: 1,340 shares; 2026Q2: 1,280 shares 1,280 $128K 0.03% -60 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: 524 shares; 2024Q4: 524 shares; 2025Q1: 524 shares; 2025Q2: 524 shares; 2025Q3: 524 shares; 2025Q4: 524 shares; 2026Q1: 524 shares; 2026Q2: 524 shares 524 $125K 0.03% 0 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,293 shares; 2024Q4: 3,638 shares; 2025Q1: 3,543 shares; 2025Q2: 3,543 shares; 2025Q3: 3,543 shares; 2025Q4: 3,443 shares; 2026Q1: 3,443 shares; 2026Q2: 3,343 shares 3,343 $124K 0.03% -100 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: 1,806 shares; 2024Q4: 1,806 shares; 2025Q1: 1,806 shares; 2025Q2: 1,806 shares; 2025Q3: 1,806 shares; 2025Q4: 1,806 shares; 2026Q1: 1,806 shares; 2026Q2: 1,806 shares 1,806 $123K 0.03% 0 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,284 shares; 2024Q4: 1,284 shares; 2025Q1: 1,284 shares; 2025Q2: 1,284 shares; 2025Q3: 1,284 shares; 2025Q4: 1,205 shares; 2026Q1: 1,304 shares; 2026Q2: 1,304 shares 1,304 $120K 0.03% 0 Timeline BTX BLACKROCK TECH AND PRIVATE E More: the full row for BLACKROCK TECH AND PRIVATE E Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,913 shares; 2025Q2: 12,913 shares; 2025Q3: 12,913 shares; 2025Q4: 12,913 shares; 2026Q1: 12,913 shares; 2026Q2: 12,913 shares 12,913 $117K 0.03% 0 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: 939 shares; 2024Q4: 939 shares; 2025Q1: 939 shares; 2025Q2: 939 shares; 2025Q3: 939 shares; 2025Q4: 939 shares; 2026Q1: 523 shares; 2026Q2: 523 shares 523 $116K 0.03% 0 Timeline CM CANADIAN IMPERIAL BANK OF CO More: the full row for CANADIAN IMPERIAL BANK OF CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 995 shares; 2024Q4: 995 shares; 2025Q1: 995 shares; 2025Q2: 995 shares; 2025Q3: 995 shares; 2025Q4: 995 shares; 2026Q1: 995 shares; 2026Q2: 995 shares 995 $114K 0.03% 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: 1,401 shares; 2024Q4: 1,401 shares; 2025Q1: 1,401 shares; 2025Q2: 1,401 shares; 2025Q3: 1,401 shares; 2025Q4: 1,401 shares; 2026Q1: 1,401 shares; 2026Q2: 1,401 shares 1,401 $114K 0.03% 0 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: not reported; 2024Q4: not reported; 2025Q1: 1,000 shares; 2025Q2: 2,000 shares; 2025Q3: 2,000 shares; 2025Q4: 2,000 shares; 2026Q1: 2,000 shares; 2026Q2: 2,000 shares 2,000 $114K 0.03% 0 Timeline VTRS VIATRIS INC More: the full row for VIATRIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,142 shares; 2024Q4: 9,324 shares; 2025Q1: 8,295 shares; 2025Q2: 8,295 shares; 2025Q3: 7,826 shares; 2025Q4: 7,826 shares; 2026Q1: 6,817 shares; 2026Q2: 7,067 shares 7,067 $112K 0.03% +250 Timeline POR PORTLAND GEN ELEC CO More: the full row for PORTLAND GEN ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,105 shares; 2024Q4: 2,105 shares; 2025Q1: 2,105 shares; 2025Q2: 2,105 shares; 2025Q3: 2,125 shares; 2025Q4: 2,135 shares; 2026Q1: 2,135 shares; 2026Q2: 2,135 shares 2,135 $111K 0.03% 0 Timeline DLN WISDOMTREE TR More: the full row for WISDOMTREE 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: 1,110 shares; 2026Q1: 1,110 shares; 2026Q2: 1,110 shares 1,110 $107K 0.02% 0 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: not reported; 2024Q4: not reported; 2025Q1: 1,000 shares; 2025Q2: 2,000 shares; 2025Q3: 2,000 shares; 2025Q4: 2,000 shares; 2026Q1: 2,000 shares; 2026Q2: 2,000 shares 2,000 $106K 0.02% 0 Timeline RACE FERRARI N V More: the full row for FERRARI N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 285 shares; 2024Q4: 285 shares; 2025Q1: 285 shares; 2025Q2: 285 shares; 2025Q3: 285 shares; 2025Q4: 285 shares; 2026Q1: 285 shares; 2026Q2: 285 shares 285 $106K 0.02% 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: 1,614 shares; 2024Q4: 1,614 shares; 2025Q1: 1,400 shares; 2025Q2: 1,400 shares; 2025Q3: 1,400 shares; 2025Q4: 1,400 shares; 2026Q1: 1,417 shares; 2026Q2: 1,417 shares 1,417 $105K 0.02% 0 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 578 shares; 2024Q4: 529 shares; 2025Q1: 476 shares; 2025Q2: 476 shares; 2025Q3: 476 shares; 2025Q4: 476 shares; 2026Q1: 482 shares; 2026Q2: 482 shares 482 $105K 0.02% 0 Timeline CASH PATHWARD FINANCIAL INC More: the full row for PATHWARD FINANCIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,740 shares; 2024Q4: 1,670 shares; 2025Q1: 1,670 shares; 2025Q2: 1,670 shares; 2025Q3: 1,670 shares; 2025Q4: 1,670 shares; 2026Q1: 1,468 shares; 2026Q2: 1,168 shares 1,168 $102K 0.02% -300 Timeline BTCI 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,000 shares; 2025Q3: 3,500 shares; 2025Q4: 3,500 shares; 2026Q1: 3,750 shares; 2026Q2: 3,750 shares 3,750 $101K 0.02% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 606 shares; 2026Q1: 726 shares; 2026Q2: 726 shares 726 $99.8K 0.02% 0 Timeline COIN COINBASE GLOBAL INC More: the full row for COINBASE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 52 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 95 shares; 2025Q3: 105 shares; 2025Q4: 716 shares; 2026Q1: 741 shares; 2026Q2: 673 shares 673 $98.4K 0.02% -68 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: 817 shares; 2024Q4: 1,282 shares; 2025Q1: 1,282 shares; 2025Q2: 1,282 shares; 2025Q3: 1,282 shares; 2025Q4: 1,282 shares; 2026Q1: 1,245 shares; 2026Q2: 1,230 shares 1,230 $95.4K 0.02% -15 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: 728 shares; 2024Q4: 561 shares; 2025Q1: 561 shares; 2025Q2: 561 shares; 2025Q3: 303 shares; 2025Q4: 303 shares; 2026Q1: 303 shares; 2026Q2: 303 shares 303 $94.9K 0.02% 0 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,189 shares; 2024Q4: 879 shares; 2025Q1: 879 shares; 2025Q2: 879 shares; 2025Q3: 879 shares; 2025Q4: 879 shares; 2026Q1: 879 shares; 2026Q2: 879 shares 879 $94.9K 0.02% 0 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: 987 shares; 2024Q4: 987 shares; 2025Q1: 942 shares; 2025Q2: 942 shares; 2025Q3: 926 shares; 2025Q4: 929 shares; 2026Q1: 561 shares; 2026Q2: 561 shares 561 $94.8K 0.02% 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: 1,607 shares; 2024Q4: 1,353 shares; 2025Q1: 1,353 shares; 2025Q2: 1,353 shares; 2025Q3: 1,303 shares; 2025Q4: 1,304 shares; 2026Q1: 1,303 shares; 2026Q2: 1,287 shares 1,287 $94.4K 0.02% -16 Timeline PSLV SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,000 shares; 2024Q4: 5,000 shares; 2025Q1: 5,000 shares; 2025Q2: 5,000 shares; 2025Q3: 5,000 shares; 2025Q4: 5,000 shares; 2026Q1: 5,000 shares; 2026Q2: 5,000 shares 5,000 $94.3K 0.02% 0 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: 1,425 shares; 2024Q4: 1,425 shares; 2025Q1: 1,425 shares; 2025Q2: 1,425 shares; 2025Q3: 1,425 shares; 2025Q4: 1,425 shares; 2026Q1: 1,125 shares; 2026Q2: 1,125 shares 1,125 $93.5K 0.02% 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: 565 shares; 2024Q4: 935 shares; 2025Q1: 1,025 shares; 2025Q2: 930 shares; 2025Q3: 995 shares; 2025Q4: 1,990 shares; 2026Q1: 2,010 shares; 2026Q2: 2,060 shares 2,060 $93.4K 0.02% +50 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: 1,231 shares; 2024Q4: 985 shares; 2025Q1: 985 shares; 2025Q2: 985 shares; 2025Q3: 966 shares; 2025Q4: 966 shares; 2026Q1: 966 shares; 2026Q2: 966 shares 966 $93.2K 0.02% 0 Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 686 shares 686 $93K 0.02% new 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: 4,413 shares; 2024Q4: 4,143 shares; 2025Q1: 4,143 shares; 2025Q2: 4,118 shares; 2025Q3: 3,618 shares; 2025Q4: 3,618 shares; 2026Q1: 3,618 shares; 2026Q2: 3,618 shares 3,618 $91.7K 0.02% 0 Timeline AM ANTERO MIDSTREAM CORP More: the full row for ANTERO MIDSTREAM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,430 shares; 2024Q4: 3,580 shares; 2025Q1: 3,580 shares; 2025Q2: 3,580 shares; 2025Q3: 3,580 shares; 2025Q4: 3,985 shares; 2026Q1: 3,985 shares; 2026Q2: 3,985 shares 3,985 $90.7K 0.02% 0 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: 513 shares; 2024Q4: 487 shares; 2025Q1: 487 shares; 2025Q2: 487 shares; 2025Q3: 487 shares; 2025Q4: 487 shares; 2026Q1: 487 shares; 2026Q2: 487 shares 487 $90K 0.02% 0 Timeline ZBH ZIMMER BIOMET HOLDINGS INC More: the full row for ZIMMER BIOMET HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,772 shares; 2024Q4: 1,332 shares; 2025Q1: 1,332 shares; 2025Q2: 1,257 shares; 2025Q3: 1,157 shares; 2025Q4: 1,082 shares; 2026Q1: 1,032 shares; 2026Q2: 1,032 shares 1,032 $88.8K 0.02% 0 Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 430 shares; 2024Q4: 381 shares; 2025Q1: 366 shares; 2025Q2: 366 shares; 2025Q3: 366 shares; 2025Q4: 296 shares; 2026Q1: 276 shares; 2026Q2: 276 shares 276 $87.9K 0.02% 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: 820 shares; 2026Q1: 978 shares; 2026Q2: 978 shares 978 $86.7K 0.02% 0 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 371 shares; 2024Q4: 356 shares; 2025Q1: 356 shares; 2025Q2: 356 shares; 2025Q3: 346 shares; 2025Q4: 346 shares; 2026Q1: 348 shares; 2026Q2: 348 shares 348 $86.4K 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: 2,077 shares; 2024Q4: 2,842 shares; 2025Q1: 2,842 shares; 2025Q2: 2,842 shares; 2025Q3: 2,842 shares; 2025Q4: 2,542 shares; 2026Q1: 2,470 shares; 2026Q2: 2,470 shares 2,470 $86K 0.02% 0 Timeline PRI PRIMERICA INC More: the full row for PRIMERICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 318 shares; 2024Q4: 294 shares; 2025Q1: 294 shares; 2025Q2: 294 shares; 2025Q3: 294 shares; 2025Q4: 294 shares; 2026Q1: 294 shares; 2026Q2: 294 shares 294 $83.6K 0.02% 0 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 300 shares; 2024Q4: 300 shares; 2025Q1: 300 shares; 2025Q2: 300 shares; 2025Q3: 300 shares; 2025Q4: 300 shares; 2026Q1: 207 shares; 2026Q2: 207 shares 207 $81.5K 0.02% 0 Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,635 shares; 2024Q4: 2,635 shares; 2025Q1: 2,635 shares; 2025Q2: 2,100 shares; 2025Q3: 2,055 shares; 2025Q4: 2,330 shares; 2026Q1: 2,394 shares; 2026Q2: 2,394 shares 2,394 $81.4K 0.02% 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,060 shares; 2026Q1: 1,060 shares; 2026Q2: 1,060 shares 1,060 $81.1K 0.02% 0 Timeline STZ CONSTELLATION BRANDS INC More: the full row for CONSTELLATION BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 439 shares; 2024Q4: 439 shares; 2025Q1: 439 shares; 2025Q2: 639 shares; 2025Q3: 639 shares; 2025Q4: 574 shares; 2026Q1: 574 shares; 2026Q2: 574 shares 574 $79.8K 0.02% 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: 38 shares; 2024Q4: 13 shares; 2025Q1: 110 shares; 2025Q2: 110 shares; 2025Q3: 160 shares; 2025Q4: 160 shares; 2026Q1: 160 shares; 2026Q2: 160 shares 160 $79.5K 0.02% 0 Timeline RDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 950 shares; 2026Q1: 950 shares; 2026Q2: 950 shares 950 $77K 0.02% 0 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 260 shares; 2024Q4: 210 shares; 2025Q1: 210 shares; 2025Q2: 210 shares; 2025Q3: 210 shares; 2025Q4: 210 shares; 2026Q1: 210 shares; 2026Q2: 210 shares 210 $76.8K 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; 2024Q3: 530 shares; 2024Q4: 530 shares; 2025Q1: 530 shares; 2025Q2: 530 shares; 2025Q3: 530 shares; 2025Q4: 530 shares; 2026Q1: 490 shares; 2026Q2: 490 shares 490 $76.6K 0.02% 0 Timeline BKH BLACK HILLS CORP More: the full row for BLACK HILLS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 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 $74.4K 0.02% 0 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 240 shares; 2024Q4: 240 shares; 2025Q1: 240 shares; 2025Q2: 240 shares; 2025Q3: 240 shares; 2025Q4: 434 shares; 2026Q1: 444 shares; 2026Q2: 444 shares 444 $73.1K 0.02% 0 Timeline CBOE CBOE GLOBAL MKTS INC More: the full row for CBOE GLOBAL MKTS 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: 300 shares; 2026Q2: 300 shares 300 $72.8K 0.02% 0 Timeline WAT WATERS CORP More: the full row for WATERS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 189 shares; 2026Q2: 189 shares 189 $70.9K 0.02% 0 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 206 shares; 2024Q4: 200 shares; 2025Q1: 200 shares; 2025Q2: 200 shares; 2025Q3: 200 shares; 2025Q4: 177 shares; 2026Q1: 177 shares; 2026Q2: 177 shares 177 $70.4K 0.02% 0 Timeline WBD WARNER BROS DISCOVERY INC More: the full row for WARNER BROS DISCOVERY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,791 shares; 2024Q4: 3,142 shares; 2025Q1: 2,785 shares; 2025Q2: 2,761 shares; 2025Q3: 2,701 shares; 2025Q4: 2,660 shares; 2026Q1: 2,660 shares; 2026Q2: 2,626 shares 2,626 $70K 0.02% -34 Timeline EVRG EVERGY INC More: the full row for EVERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 808 shares; 2024Q4: 808 shares; 2025Q1: 808 shares; 2025Q2: 808 shares; 2025Q3: 808 shares; 2025Q4: 808 shares; 2026Q1: 808 shares; 2026Q2: 808 shares 808 $69.8K 0.02% 0 Timeline BIIB BIOGEN INC More: the full row for BIOGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 892 shares; 2024Q4: 692 shares; 2025Q1: 692 shares; 2025Q2: 692 shares; 2025Q3: 692 shares; 2025Q4: 322 shares; 2026Q1: 322 shares; 2026Q2: 322 shares 322 $69.6K 0.02% 0 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,170 shares; 2024Q4: 1,065 shares; 2025Q1: 1,065 shares; 2025Q2: 1,065 shares; 2025Q3: 1,040 shares; 2025Q4: 1,040 shares; 2026Q1: 1,440 shares; 2026Q2: 1,440 shares 1,440 $69K 0.02% 0 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: 75 shares; 2024Q4: 75 shares; 2025Q1: 75 shares; 2025Q2: 75 shares; 2025Q3: 75 shares; 2025Q4: 75 shares; 2026Q1: 75 shares; 2026Q2: 70 shares 70 $68.5K 0.02% -5 Timeline ILCV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 668 shares; 2024Q4: 668 shares; 2025Q1: 668 shares; 2025Q2: 668 shares; 2025Q3: 668 shares; 2025Q4: 668 shares; 2026Q1: 668 shares; 2026Q2: 668 shares 668 $67.6K 0.02% 0 Timeline MGV 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: 100 shares; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 100 shares; 2025Q4: 100 shares; 2026Q1: 400 shares; 2026Q2: 400 shares 400 $65.4K 0.01% 0 Timeline IAT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,150 shares; 2024Q4: 1,100 shares; 2025Q1: 1,100 shares; 2025Q2: 1,100 shares; 2025Q3: 1,050 shares; 2025Q4: 1,050 shares; 2026Q1: 1,050 shares; 2026Q2: 1,050 shares 1,050 $65.3K 0.01% 0 Timeline SILJ 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: 2,515 shares; 2024Q4: 2,515 shares; 2025Q1: 2,515 shares; 2025Q2: 2,515 shares; 2025Q3: 2,515 shares; 2025Q4: 2,515 shares; 2026Q1: 2,515 shares; 2026Q2: 2,515 shares 2,515 $65.2K 0.01% 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; 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 $63.9K 0.01% 0 Timeline MGC 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: 232 shares; 2024Q4: 232 shares; 2025Q1: 232 shares; 2025Q2: 232 shares; 2025Q3: 232 shares; 2025Q4: 232 shares; 2026Q1: 232 shares; 2026Q2: 232 shares 232 $63.5K 0.01% 0 Timeline VCR VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 207 shares; 2024Q4: 179 shares; 2025Q1: 179 shares; 2025Q2: 179 shares; 2025Q3: 179 shares; 2025Q4: 179 shares; 2026Q1: 179 shares; 2026Q2: 160 shares 160 $63.5K 0.01% -19 Timeline WPM WHEATON PRECIOUS METALS CORP More: the full row for WHEATON PRECIOUS METALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 400 shares; 2024Q4: 400 shares; 2025Q1: 400 shares; 2025Q2: 560 shares; 2025Q3: 560 shares; 2025Q4: 560 shares; 2026Q1: 560 shares; 2026Q2: 560 shares 560 $62.9K 0.01% 0 Timeline FXG 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: 1,945 shares; 2024Q4: 1,945 shares; 2025Q1: 1,945 shares; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares; 2026Q1: 1,000 shares; 2026Q2: 1,000 shares 1,000 $62.6K 0.01% 0 Timeline VONV VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 636 shares; 2024Q4: 586 shares; 2025Q1: 586 shares; 2025Q2: 586 shares; 2025Q3: 586 shares; 2025Q4: 586 shares; 2026Q1: 586 shares; 2026Q2: 586 shares 586 $62.3K 0.01% 0 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,116 shares; 2024Q4: 1,116 shares; 2025Q1: 1,116 shares; 2025Q2: 1,116 shares; 2025Q3: 1,116 shares; 2025Q4: 1,116 shares; 2026Q1: 1,116 shares; 2026Q2: 1,116 shares 1,116 $62K 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; 2024Q3: 165 shares; 2024Q4: 160 shares; 2025Q1: 160 shares; 2025Q2: 160 shares; 2025Q3: 160 shares; 2025Q4: 160 shares; 2026Q1: 160 shares; 2026Q2: 160 shares 160 $61.9K 0.01% 0 Timeline XYZ BLOCK INC More: the full row for BLOCK INC 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: 905 shares; 2025Q4: 805 shares; 2026Q1: 805 shares; 2026Q2: 805 shares 805 $61.2K 0.01% 0 Timeline CAG CONAGRA BRANDS INC More: the full row for CONAGRA BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,360 shares; 2024Q4: 4,755 shares; 2025Q1: 4,955 shares; 2025Q2: 6,571 shares; 2025Q3: 6,361 shares; 2025Q4: 5,106 shares; 2026Q1: 4,506 shares; 2026Q2: 4,506 shares 4,506 $60.7K 0.01% 0 Timeline TDY TELEDYNE TECHNOLOGIES INC More: the full row for TELEDYNE TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 115 shares; 2025Q2: 115 shares; 2025Q3: 115 shares; 2025Q4: 90 shares; 2026Q1: 90 shares; 2026Q2: 90 shares 90 $60K 0.01% 0 Timeline XMMO 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: 350 shares; 2024Q4: 350 shares; 2025Q1: 350 shares; 2025Q2: 350 shares; 2025Q3: 350 shares; 2025Q4: 350 shares; 2026Q1: 350 shares; 2026Q2: 350 shares 350 $59.5K 0.01% 0 Timeline SCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 479 shares; 2024Q4: 479 shares; 2025Q1: 529 shares; 2025Q2: 529 shares; 2025Q3: 529 shares; 2025Q4: 722 shares; 2026Q1: 722 shares; 2026Q2: 722 shares 722 $59.4K 0.01% 0 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: 500 shares; 2024Q4: 350 shares; 2025Q1: 350 shares; 2025Q2: 350 shares; 2025Q3: 350 shares; 2025Q4: 350 shares; 2026Q1: 350 shares; 2026Q2: 350 shares 350 $59.4K 0.01% 0 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 50 shares; 2024Q4: 50 shares; 2025Q1: 1,715 shares; 2025Q2: 50 shares; 2025Q3: 50 shares; 2025Q4: 250 shares; 2026Q1: 280 shares; 2026Q2: 820 shares 820 $59.2K 0.01% +540 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: 453 shares; 2024Q4: 1,169 shares; 2025Q1: 1,169 shares; 2025Q2: 1,169 shares; 2025Q3: 1,169 shares; 2025Q4: 1,169 shares; 2026Q1: 1,169 shares; 2026Q2: 1,169 shares 1,169 $58.2K 0.01% 0 Timeline WY WEYERHAEUSER CO More: the full row for WEYERHAEUSER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,733 shares; 2024Q4: 3,207 shares; 2025Q1: 3,207 shares; 2025Q2: 3,207 shares; 2025Q3: 3,057 shares; 2025Q4: 2,405 shares; 2026Q1: 2,405 shares; 2026Q2: 2,405 shares 2,405 $57.6K 0.01% 0 Timeline PAA PLAINS ALL AMERN PIPELINE L More: the full row for PLAINS ALL AMERN PIPELINE L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,550 shares; 2024Q4: 2,550 shares; 2025Q1: 2,550 shares; 2025Q2: 2,550 shares; 2025Q3: 2,550 shares; 2025Q4: 2,550 shares; 2026Q1: 2,550 shares; 2026Q2: 2,550 shares 2,550 $56.8K 0.01% 0 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: not reported; 2024Q4: 136 shares; 2025Q1: 136 shares; 2025Q2: 136 shares; 2025Q3: 136 shares; 2025Q4: 136 shares; 2026Q1: 136 shares; 2026Q2: 136 shares 136 $56.5K 0.01% 0 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 626 shares; 2024Q4: 1,878 shares; 2025Q1: 1,878 shares; 2025Q2: 1,878 shares; 2025Q3: 1,878 shares; 2025Q4: 1,878 shares; 2026Q1: 1,878 shares; 2026Q2: 1,878 shares 1,878 $55.3K 0.01% 0 Timeline BR BROADRIDGE FINL SOLUTIONS IN More: the full row for BROADRIDGE FINL SOLUTIONS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21 shares; 2024Q4: 96 shares; 2025Q1: 96 shares; 2025Q2: 96 shares; 2025Q3: 96 shares; 2025Q4: 102 shares; 2026Q1: 402 shares; 2026Q2: 402 shares 402 $55.1K 0.01% 0 Timeline DGCB DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares; 2026Q1: 1,000 shares; 2026Q2: 1,000 shares 1,000 $54.7K 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: 358 shares; 2024Q4: 358 shares; 2025Q1: 358 shares; 2025Q2: 358 shares; 2025Q3: 358 shares; 2025Q4: 358 shares; 2026Q1: 358 shares; 2026Q2: 358 shares 358 $54.5K 0.01% 0 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 100 shares; 2024Q4: 310 shares; 2025Q1: 310 shares; 2025Q2: 310 shares; 2025Q3: 310 shares; 2025Q4: 310 shares; 2026Q1: 310 shares; 2026Q2: 310 shares 310 $54.4K 0.01% 0 Timeline MSEX MIDDLESEX WTR CO More: the full row for MIDDLESEX WTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 967 shares; 2024Q4: 967 shares; 2025Q1: 967 shares; 2025Q2: 967 shares; 2025Q3: 967 shares; 2025Q4: 967 shares; 2026Q1: 967 shares; 2026Q2: 967 shares 967 $54.3K 0.01% 0 Timeline GPN GLOBAL PMTS INC More: the full row for GLOBAL PMTS 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: 740 shares; 2026Q2: 740 shares 740 $53.7K 0.01% 0 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 991 shares; 2024Q4: 991 shares; 2025Q1: 991 shares; 2025Q2: 991 shares; 2025Q3: 991 shares; 2025Q4: 991 shares; 2026Q1: 991 shares; 2026Q2: 1,054 shares 1,054 $53.3K 0.01% +63 Timeline RBLX ROBLOX CORP More: the full row for ROBLOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,428 shares; 2024Q4: 2,428 shares; 2025Q1: 2,428 shares; 2025Q2: 1,428 shares; 2025Q3: 1,348 shares; 2025Q4: 978 shares; 2026Q1: 978 shares; 2026Q2: 978 shares 978 $53.2K 0.01% 0 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 130 shares; 2024Q4: 119 shares; 2025Q1: 109 shares; 2025Q2: 109 shares; 2025Q3: 109 shares; 2025Q4: 109 shares; 2026Q1: 124 shares; 2026Q2: 124 shares 124 $52.8K 0.01% 0 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20 shares; 2024Q4: 20 shares; 2025Q1: 20 shares; 2025Q2: 20 shares; 2025Q3: 20 shares; 2025Q4: 20 shares; 2026Q1: 314 shares; 2026Q2: 314 shares 314 $52.7K 0.01% 0 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 423 shares; 2024Q4: 323 shares; 2025Q1: 223 shares; 2025Q2: 223 shares; 2025Q3: 213 shares; 2025Q4: 213 shares; 2026Q1: 219 shares; 2026Q2: 219 shares 219 $52.1K 0.01% 0 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: 368 shares; 2024Q4: 812 shares; 2025Q1: 817 shares; 2025Q2: 817 shares; 2025Q3: 817 shares; 2025Q4: 394 shares; 2026Q1: 394 shares; 2026Q2: 394 shares 394 $51.5K 0.01% 0 Timeline ALB ALBEMARLE CORP More: the full row for ALBEMARLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 355 shares; 2024Q4: 330 shares; 2025Q1: 330 shares; 2025Q2: 380 shares; 2025Q3: 380 shares; 2025Q4: 380 shares; 2026Q1: 380 shares; 2026Q2: 380 shares 380 $51.3K 0.01% 0 Timeline P EVERPURE INC More: the full row for EVERPURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 650 shares; 2024Q4: 650 shares; 2025Q1: 650 shares; 2025Q2: 1,175 shares; 2025Q3: 650 shares; 2025Q4: 650 shares; 2026Q1: 650 shares; 2026Q2: 650 shares 650 $51.2K 0.01% 0 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,301 shares; 2024Q4: 1,301 shares; 2025Q1: 1,301 shares; 2025Q2: 1,291 shares; 2025Q3: 1,261 shares; 2025Q4: 1,081 shares; 2026Q1: 1,081 shares; 2026Q2: 1,081 shares 1,081 $50.4K 0.01% 0 Timeline DFNM DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,038 shares; 2024Q4: 1,038 shares; 2025Q1: 1,038 shares; 2025Q2: 1,038 shares; 2025Q3: 1,038 shares; 2025Q4: 1,038 shares; 2026Q1: 1,038 shares; 2026Q2: 1,039 shares 1,039 $50.2K 0.01% +1 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: 427 shares; 2024Q4: 427 shares; 2025Q1: 427 shares; 2025Q2: 427 shares; 2025Q3: 427 shares; 2025Q4: 427 shares; 2026Q1: 502 shares; 2026Q2: 585 shares 585 $50K 0.01% +83 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: not reported; 2025Q1: 20 shares; 2025Q2: 20 shares; 2025Q3: 20 shares; 2025Q4: 21 shares; 2026Q1: 52 shares; 2026Q2: 52 shares 52 $50K 0.01% 0 Timeline EXPE EXPEDIA GROUP INC More: the full row for EXPEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 193 shares; 2024Q4: 193 shares; 2025Q1: 193 shares; 2025Q2: 193 shares; 2025Q3: 193 shares; 2025Q4: 193 shares; 2026Q1: 193 shares; 2026Q2: 193 shares 193 $49.4K 0.01% 0 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 106 shares; 2024Q4: 106 shares; 2025Q1: 106 shares; 2025Q2: 106 shares; 2025Q3: 106 shares; 2025Q4: 106 shares; 2026Q1: 106 shares; 2026Q2: 106 shares 106 $48K 0.01% 0 Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 917 shares; 2024Q4: 667 shares; 2025Q1: 667 shares; 2025Q2: 667 shares; 2025Q3: 567 shares; 2025Q4: 567 shares; 2026Q1: 530 shares; 2026Q2: 530 shares 530 $47.9K 0.01% 0 Timeline SNDK SANDISK CORP More: the full row for SANDISK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11 shares; 2025Q2: 11 shares; 2025Q3: 11 shares; 2025Q4: 11 shares; 2026Q1: 21 shares; 2026Q2: 21 shares 21 $47.7K 0.01% 0 Timeline JD JD.COM INC More: the full row for JD.COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,840 shares; 2024Q4: 1,840 shares; 2025Q1: 1,840 shares; 2025Q2: 1,840 shares; 2025Q3: 1,840 shares; 2025Q4: 1,840 shares; 2026Q1: 1,840 shares; 2026Q2: 1,840 shares 1,840 $46.9K 0.01% 0 Timeline PICK ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 800 shares; 2024Q4: 800 shares; 2025Q1: 800 shares; 2025Q2: 800 shares; 2025Q3: 800 shares; 2025Q4: 800 shares; 2026Q1: 800 shares; 2026Q2: 800 shares 800 $46.5K 0.01% 0 Timeline G GENPACT LIMITED More: the full row for GENPACT LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,201 shares; 2024Q4: 2,171 shares; 2025Q1: 2,171 shares; 2025Q2: 1,871 shares; 2025Q3: 1,871 shares; 2025Q4: 1,871 shares; 2026Q1: 1,871 shares; 2026Q2: 1,671 shares 1,671 $46K 0.01% -200 Timeline PAAS PAN AMERN SILVER CORP More: the full row for PAN AMERN SILVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 430 shares; 2024Q4: 430 shares; 2025Q1: 430 shares; 2025Q2: 585 shares; 2025Q3: 1,020 shares; 2025Q4: 1,020 shares; 2026Q1: 1,020 shares; 2026Q2: 1,020 shares 1,020 $45.7K 0.01% 0 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: 2,050 shares; 2024Q4: 2,035 shares; 2025Q1: 1,935 shares; 2025Q2: 1,935 shares; 2025Q3: 1,935 shares; 2025Q4: 1,935 shares; 2026Q1: 1,935 shares; 2026Q2: 1,835 shares 1,835 $45.5K 0.01% -100 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: 165 shares; 2026Q2: 165 shares 165 $44.9K 0.01% 0 Timeline OTIS OTIS WORLDWIDE CORP More: the full row for OTIS WORLDWIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 748 shares; 2024Q4: 657 shares; 2025Q1: 757 shares; 2025Q2: 757 shares; 2025Q3: 724 shares; 2025Q4: 624 shares; 2026Q1: 624 shares; 2026Q2: 624 shares 624 $44.7K 0.01% 0 Timeline SIL 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: 570 shares; 2024Q4: 570 shares; 2025Q1: 570 shares; 2025Q2: 570 shares; 2025Q3: 570 shares; 2025Q4: 570 shares; 2026Q1: 570 shares; 2026Q2: 570 shares 570 $44.2K 0.01% 0 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 150 shares; 2024Q4: 150 shares; 2025Q1: 150 shares; 2025Q2: 150 shares; 2025Q3: 150 shares; 2025Q4: 151 shares; 2026Q1: 151 shares; 2026Q2: 151 shares 151 $43.9K 0.01% 0 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: 755 shares; 2024Q4: 115 shares; 2025Q1: 115 shares; 2025Q2: 115 shares; 2025Q3: 115 shares; 2025Q4: 230 shares; 2026Q1: 230 shares; 2026Q2: 230 shares 230 $43.8K 0.01% 0 Timeline DFUV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 744 shares; 2024Q4: 744 shares; 2025Q1: 744 shares; 2025Q2: 744 shares; 2025Q3: 744 shares; 2025Q4: 744 shares; 2026Q1: 744 shares; 2026Q2: 794 shares 794 $43.7K 0.01% +50 Timeline AMLP ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 837 shares; 2025Q1: 837 shares; 2025Q2: 837 shares; 2025Q3: 837 shares; 2025Q4: 1,006 shares; 2026Q1: 837 shares; 2026Q2: 837 shares 837 $43.4K 0.01% 0 Timeline DNP DNP SELECT INCOME FD INC More: the full row for DNP SELECT INCOME FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,015 shares; 2024Q4: 4,000 shares; 2025Q1: 4,000 shares; 2025Q2: 4,000 shares; 2025Q3: 4,000 shares; 2025Q4: 4,000 shares; 2026Q1: 4,000 shares; 2026Q2: 4,000 shares 4,000 $43.2K 0.01% 0 Timeline UMBF UMB FINL CORP More: the full row for UMB FINL CORP 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 $42.8K 0.01% 0 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 180 shares; 2024Q4: 180 shares; 2025Q1: 180 shares; 2025Q2: 180 shares; 2025Q3: 180 shares; 2025Q4: 180 shares; 2026Q1: 180 shares; 2026Q2: 180 shares 180 $42.8K 0.01% 0 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,206 shares; 2024Q4: 1,294 shares; 2025Q1: 1,194 shares; 2025Q2: 1,194 shares; 2025Q3: 1,194 shares; 2025Q4: 1,069 shares; 2026Q1: 969 shares; 2026Q2: 969 shares 969 $41.8K 0.01% 0 Timeline AEM AGNICO EAGLE MINES LTD More: the full row for AGNICO EAGLE MINES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 159 shares; 2024Q4: 159 shares; 2025Q1: 159 shares; 2025Q2: 269 shares; 2025Q3: 269 shares; 2025Q4: 269 shares; 2026Q1: 269 shares; 2026Q2: 269 shares 269 $41.7K 0.01% 0 Timeline MSTR STRATEGY INC More: the full row for STRATEGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 30 shares; 2025Q1: 55 shares; 2025Q2: 55 shares; 2025Q3: 55 shares; 2025Q4: 250 shares; 2026Q1: 480 shares; 2026Q2: 480 shares 480 $41.7K 0.01% 0 Timeline CHD CHURCH & DWIGHT CO INC More: the full row for CHURCH & DWIGHT CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 479 shares; 2024Q4: 426 shares; 2025Q1: 426 shares; 2025Q2: 426 shares; 2025Q3: 426 shares; 2025Q4: 430 shares; 2026Q1: 430 shares; 2026Q2: 430 shares 430 $41.7K 0.01% 0 Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 78 shares; 2024Q4: 78 shares; 2025Q1: 78 shares; 2025Q2: 78 shares; 2025Q3: 78 shares; 2025Q4: 78 shares; 2026Q1: 78 shares; 2026Q2: 78 shares 78 $41.1K 0.01% 0 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25 shares; 2024Q4: 25 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 58 shares 58 $40.8K 0.01% new Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 277 shares; 2026Q1: 277 shares; 2026Q2: 277 shares 277 $40.6K 0.01% 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: 240 shares; 2024Q4: 240 shares; 2025Q1: 240 shares; 2025Q2: 240 shares; 2025Q3: 240 shares; 2025Q4: 255 shares; 2026Q1: 254 shares; 2026Q2: 265 shares 265 $40.1K 0.01% +11 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; 2024Q3: 300 shares; 2024Q4: 300 shares; 2025Q1: 300 shares; 2025Q2: 300 shares; 2025Q3: 300 shares; 2025Q4: 305 shares; 2026Q1: 305 shares; 2026Q2: 305 shares 305 $40.1K 0.01% 0 Timeline STM STMICROELECTRONICS N V More: the full row for STMICROELECTRONICS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 510 shares; 2024Q4: 510 shares; 2025Q1: 510 shares; 2025Q2: 510 shares; 2025Q3: 510 shares; 2025Q4: 510 shares; 2026Q1: 510 shares; 2026Q2: 535 shares 535 $40.1K 0.01% +25 Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 223 shares; 2024Q4: 223 shares; 2025Q1: 223 shares; 2025Q2: 223 shares; 2025Q3: 223 shares; 2025Q4: 223 shares; 2026Q1: 223 shares; 2026Q2: 223 shares 223 $40K 0.01% 0 Timeline AGM FEDERAL AGRIC MTG CORP More: the full row for FEDERAL AGRIC MTG 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 $39.9K 0.01% 0 Timeline WST WEST PHARMACEUTICAL SVSC INC More: the full row for WEST PHARMACEUTICAL SVSC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 187 shares; 2024Q4: 185 shares; 2025Q1: 185 shares; 2025Q2: 176 shares; 2025Q3: 176 shares; 2025Q4: 163 shares; 2026Q1: 111 shares; 2026Q2: 111 shares 111 $39.8K 0.01% 0 Timeline LUV SOUTHWEST AIRLS CO More: the full row for SOUTHWEST AIRLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,955 shares; 2024Q4: 1,755 shares; 2025Q1: 1,755 shares; 2025Q2: 1,155 shares; 2025Q3: 765 shares; 2025Q4: 765 shares; 2026Q1: 765 shares; 2026Q2: 765 shares 765 $39.3K 0.01% 0 Timeline BJ BJS WHSL CLUB HLDGS INC More: the full row for BJS WHSL CLUB HLDGS INC 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 $39.2K 0.01% 0 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: 250 shares; 2024Q4: 250 shares; 2025Q1: 250 shares; 2025Q2: 250 shares; 2025Q3: 250 shares; 2025Q4: 250 shares; 2026Q1: 250 shares; 2026Q2: 250 shares 250 $38.1K 0.01% 0 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: 141 shares; 2024Q4: 141 shares; 2025Q1: 141 shares; 2025Q2: 141 shares; 2025Q3: 141 shares; 2025Q4: 141 shares; 2026Q1: 141 shares; 2026Q2: 141 shares 141 $37.9K 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: 1,131 shares; 2024Q4: 1,131 shares; 2025Q1: 1,131 shares; 2025Q2: 1,131 shares; 2025Q3: 1,131 shares; 2025Q4: 1,131 shares; 2026Q1: 1,131 shares; 2026Q2: 1,131 shares 1,131 $37.8K 0.01% 0 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: 5,375 shares; 2024Q4: 5,375 shares; 2025Q1: 5,375 shares; 2025Q2: 5,375 shares; 2025Q3: 5,200 shares; 2025Q4: 4,200 shares; 2026Q1: 200 shares; 2026Q2: 902 shares 902 $37.3K 0.01% +702 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: 518 shares; 2024Q4: 518 shares; 2025Q1: 518 shares; 2025Q2: 518 shares; 2025Q3: 518 shares; 2025Q4: 518 shares; 2026Q1: 518 shares; 2026Q2: 518 shares 518 $37K 0.01% 0 Timeline AUR AURORA INNOVATION INC More: the full row for AURORA INNOVATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,850 shares; 2025Q2: 3,625 shares; 2025Q3: 3,625 shares; 2025Q4: 5,410 shares; 2026Q1: 5,410 shares; 2026Q2: 5,410 shares 5,410 $36.9K 0.01% 0 Timeline FNV FRANCO NEV CORP More: the full row for FRANCO NEV CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 177 shares; 2024Q4: 177 shares; 2025Q1: 177 shares; 2025Q2: 177 shares; 2025Q3: 177 shares; 2025Q4: 177 shares; 2026Q1: 177 shares; 2026Q2: 177 shares 177 $36.9K 0.01% 0 Timeline CNS COHEN & STEERS INC More: the full row for COHEN & STEERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 578 shares; 2024Q4: 480 shares; 2025Q1: 480 shares; 2025Q2: 480 shares; 2025Q3: 480 shares; 2025Q4: 480 shares; 2026Q1: 480 shares; 2026Q2: 480 shares 480 $36.5K 0.01% 0 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 146 shares; 2024Q4: 146 shares; 2025Q1: 146 shares; 2025Q2: 146 shares; 2025Q3: 146 shares; 2025Q4: 146 shares; 2026Q1: 146 shares; 2026Q2: 146 shares 146 $35.9K 0.01% 0 Timeline DOW DOW HLDGS INC More: the full row for DOW HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,837 shares; 2024Q4: 2,366 shares; 2025Q1: 2,366 shares; 2025Q2: 1,900 shares; 2025Q3: 1,879 shares; 2025Q4: 1,404 shares; 2026Q1: 1,295 shares; 2026Q2: 1,295 shares 1,295 $35.4K 0.01% 0 Timeline CNC CENTENE CORP DEL More: the full row for CENTENE CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 700 shares; 2024Q4: 700 shares; 2025Q1: 700 shares; 2025Q2: 700 shares; 2025Q3: 700 shares; 2025Q4: 550 shares; 2026Q1: 550 shares; 2026Q2: 550 shares 550 $35.3K 0.01% 0 Timeline CDE COEUR MNG INC More: the full row for COEUR MNG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,000 shares; 2024Q4: 4,000 shares; 2025Q1: 6,274 shares; 2025Q2: 4,160 shares; 2025Q3: 4,160 shares; 2025Q4: 2,160 shares; 2026Q1: 2,160 shares; 2026Q2: 2,160 shares 2,160 $35.3K 0.01% 0 Timeline ECG EVERUS CONSTR GROUP More: the full row for EVERUS CONSTR GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 212 shares; 2025Q2: 212 shares; 2025Q3: 212 shares; 2025Q4: 212 shares; 2026Q1: 212 shares; 2026Q2: 212 shares 212 $35.2K 0.01% 0 Timeline FHI FEDERATED HERMES INC More: the full row for FEDERATED HERMES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,633 shares; 2024Q4: 1,361 shares; 2025Q1: 1,280 shares; 2025Q2: 1,280 shares; 2025Q3: 1,080 shares; 2025Q4: 1,030 shares; 2026Q1: 885 shares; 2026Q2: 635 shares 635 $35.1K 0.01% -250 Timeline SLVP ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,125 shares; 2025Q1: 1,125 shares; 2025Q2: 1,125 shares; 2025Q3: 1,125 shares; 2025Q4: 1,125 shares; 2026Q1: 1,125 shares; 2026Q2: 1,125 shares 1,125 $34.7K 0.01% 0 Timeline IHF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 425 shares; 2024Q4: 425 shares; 2025Q1: 425 shares; 2025Q2: 425 shares; 2025Q3: 625 shares; 2025Q4: 625 shares; 2026Q1: 625 shares; 2026Q2: 625 shares 625 $34.6K 0.01% 0 Timeline VOX 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: 185 shares; 2024Q4: 185 shares; 2025Q1: 185 shares; 2025Q2: 185 shares; 2025Q3: 185 shares; 2025Q4: 185 shares; 2026Q1: 185 shares; 2026Q2: 185 shares 185 $34K 0.01% 0 Timeline OKTA OKTA INC More: the full row for OKTA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 260 shares; 2024Q4: 260 shares; 2025Q1: 260 shares; 2025Q2: 260 shares; 2025Q3: 260 shares; 2025Q4: 260 shares; 2026Q1: 249 shares; 2026Q2: 249 shares 249 $34K 0.01% 0 Timeline CNP CENTERPOINT ENERGY INC More: the full row for CENTERPOINT ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 750 shares; 2024Q4: 750 shares; 2025Q1: 750 shares; 2025Q2: 750 shares; 2025Q3: 750 shares; 2025Q4: 750 shares; 2026Q1: 750 shares; 2026Q2: 750 shares 750 $33K 0.01% 0 Timeline RDNW RIDENOW GROUP INC More: the full row for RIDENOW GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,330 shares; 2024Q4: 1,420 shares; 2025Q1: 1,420 shares; 2025Q2: 6,600 shares; 2025Q3: 6,600 shares; 2025Q4: 4,800 shares; 2026Q1: 4,800 shares; 2026Q2: 4,800 shares 4,800 $32K 0.01% 0 Timeline IONQ IONQ INC More: the full row for IONQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 860 shares; 2025Q1: 600 shares; 2025Q2: 600 shares; 2025Q3: 600 shares; 2025Q4: 600 shares; 2026Q1: 600 shares; 2026Q2: 600 shares 600 $32K 0.01% 0 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 786 shares; 2024Q4: 606 shares; 2025Q1: 606 shares; 2025Q2: 606 shares; 2025Q3: 606 shares; 2025Q4: 606 shares; 2026Q1: 606 shares; 2026Q2: 606 shares 606 $31.8K 0.01% 0 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 100 shares; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 100 shares; 2025Q4: 100 shares; 2026Q1: 100 shares; 2026Q2: 100 shares 100 $31.8K 0.01% 0 Timeline FE FIRSTENERGY CORP More: the full row for FIRSTENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,560 shares; 2024Q4: 1,060 shares; 2025Q1: 860 shares; 2025Q2: 860 shares; 2025Q3: 860 shares; 2025Q4: 860 shares; 2026Q1: 860 shares; 2026Q2: 660 shares 660 $31.4K 0.01% -200 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: 1,946 shares; 2024Q4: 1,946 shares; 2025Q1: 1,946 shares; 2025Q2: 1,946 shares; 2025Q3: 1,946 shares; 2025Q4: 1,946 shares; 2026Q1: 1,946 shares; 2026Q2: 1,946 shares 1,946 $30.9K 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; 2024Q3: 215 shares; 2024Q4: 215 shares; 2025Q1: 215 shares; 2025Q2: 315 shares; 2025Q3: 275 shares; 2025Q4: 275 shares; 2026Q1: 375 shares; 2026Q2: 375 shares 375 $30.9K 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: 370 shares; 2024Q4: 561 shares; 2025Q1: 520 shares; 2025Q2: 520 shares; 2025Q3: 520 shares; 2025Q4: 520 shares; 2026Q1: 479 shares; 2026Q2: 479 shares 479 $30.7K 0.01% 0 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 270 shares; 2024Q4: 810 shares; 2025Q1: 810 shares; 2025Q2: 810 shares; 2025Q3: 810 shares; 2025Q4: 810 shares; 2026Q1: 955 shares; 2026Q2: 955 shares 955 $30.3K 0.01% 0 Timeline TCMD TACTILE SYS TECHNOLOGY INC More: the full row for TACTILE SYS TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 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 $29.8K 0.01% 0 Timeline B BARRICK MNG CORP More: the full row for BARRICK MNG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,800 shares; 2025Q3: 800 shares; 2025Q4: 800 shares; 2026Q1: 800 shares; 2026Q2: 800 shares 800 $29.4K 0.01% 0 Timeline IR INGERSOLL RAND INC More: the full row for INGERSOLL RAND INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 397 shares; 2024Q4: 397 shares; 2025Q1: 397 shares; 2025Q2: 397 shares; 2025Q3: 397 shares; 2025Q4: 397 shares; 2026Q1: 358 shares; 2026Q2: 358 shares 358 $29.4K 0.01% 0 Timeline ACGL ARCH CAP GROUP LTD More: the full row for ARCH CAP GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 400 shares; 2024Q4: 400 shares; 2025Q1: 400 shares; 2025Q2: 400 shares; 2025Q3: 300 shares; 2025Q4: 300 shares; 2026Q1: 300 shares; 2026Q2: 300 shares 300 $29.1K 0.01% 0 Timeline QSR RESTAURANT BRANDS INTL INC More: the full row for RESTAURANT BRANDS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 490 shares; 2024Q4: 490 shares; 2025Q1: 490 shares; 2025Q2: 490 shares; 2025Q3: 490 shares; 2025Q4: 490 shares; 2026Q1: 400 shares; 2026Q2: 400 shares 400 $29K 0.01% 0 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 383 shares; 2024Q4: 424 shares; 2025Q1: 424 shares; 2025Q2: 424 shares; 2025Q3: 434 shares; 2025Q4: 434 shares; 2026Q1: 402 shares; 2026Q2: 402 shares 402 $28.9K 0.01% 0 Timeline GPRE GREEN PLAINS INC More: the full row for GREEN PLAINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,856 shares; 2024Q4: 1,856 shares; 2025Q1: 1,856 shares; 2025Q2: 1,856 shares; 2025Q3: 1,856 shares; 2025Q4: 1,856 shares; 2026Q1: 1,856 shares; 2026Q2: 1,856 shares 1,856 $28.5K 0.01% 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: 427 shares; 2024Q4: 427 shares; 2025Q1: 427 shares; 2025Q2: 427 shares; 2025Q3: 427 shares; 2025Q4: 427 shares; 2026Q1: 427 shares; 2026Q2: 427 shares 427 $28.3K 0.01% 0 Timeline DOCU DOCUSIGN INC More: the full row for DOCUSIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 899 shares; 2024Q4: 899 shares; 2025Q1: 895 shares; 2025Q2: 845 shares; 2025Q3: 845 shares; 2025Q4: 845 shares; 2026Q1: 630 shares; 2026Q2: 630 shares 630 $28K 0.01% 0 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,115 shares; 2024Q4: 1,075 shares; 2025Q1: 1,075 shares; 2025Q2: 1,075 shares; 2025Q3: 1,075 shares; 2025Q4: 1,075 shares; 2026Q1: 875 shares; 2026Q2: 875 shares 875 $28K 0.01% 0 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: 50 shares; 2024Q4: 50 shares; 2025Q1: 50 shares; 2025Q2: 155 shares; 2025Q3: 155 shares; 2025Q4: 155 shares; 2026Q1: 172 shares; 2026Q2: 172 shares 172 $27.3K 0.01% 0 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 222 shares; 2024Q4: 222 shares; 2025Q1: 222 shares; 2025Q2: 222 shares; 2025Q3: 222 shares; 2025Q4: 222 shares; 2026Q1: 294 shares; 2026Q2: 294 shares 294 $27.3K 0.01% 0 Timeline UFPI UFP INDUSTRIES INC More: the full row for UFP INDUSTRIES 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: 300 shares 300 $27.2K 0.01% -50 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: 417 shares; 2024Q4: 417 shares; 2025Q1: 417 shares; 2025Q2: 779 shares; 2025Q3: 779 shares; 2025Q4: 629 shares; 2026Q1: 629 shares; 2026Q2: 629 shares 629 $27.2K 0.01% 0 Timeline HAL HALLIBURTON CO More: the full row for HALLIBURTON CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 891 shares; 2024Q4: 891 shares; 2025Q1: 891 shares; 2025Q2: 891 shares; 2025Q3: 891 shares; 2025Q4: 828 shares; 2026Q1: 828 shares; 2026Q2: 783 shares 783 $26.6K 0.01% -45 Timeline CCL CARNIVAL CORP LTD More: the full row for CARNIVAL CORP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 930 shares 930 $26.6K 0.01% new 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: 42 shares; 2024Q4: 42 shares; 2025Q1: 42 shares; 2025Q2: 42 shares; 2025Q3: 42 shares; 2025Q4: 42 shares; 2026Q1: 76 shares; 2026Q2: 76 shares 76 $26.2K 0.01% 0 Timeline IP INTERNATIONAL PAPER CO More: the full row for INTERNATIONAL PAPER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 325 shares; 2024Q4: 675 shares; 2025Q1: 675 shares; 2025Q2: 675 shares; 2025Q3: 675 shares; 2025Q4: 675 shares; 2026Q1: 675 shares; 2026Q2: 675 shares 675 $25.7K 0.01% 0 Timeline UL UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 458 shares; 2026Q1: 426 shares; 2026Q2: 426 shares 426 $25.6K 0.01% 0 Timeline MXL MAXLINEAR INC More: the full row for MAXLINEAR 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: 200 shares; 2026Q2: 200 shares 200 $25.6K 0.01% 0 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 114 shares; 2024Q4: 114 shares; 2025Q1: 114 shares; 2025Q2: 114 shares; 2025Q3: 114 shares; 2025Q4: 114 shares; 2026Q1: 114 shares; 2026Q2: 114 shares 114 $25K 0.01% 0 Timeline TKR TIMKEN CO More: the full row for TIMKEN CO 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: 170 shares; 2025Q4: 170 shares; 2026Q1: 170 shares; 2026Q2: 170 shares 170 $24.7K 0.01% 0 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 193 shares; 2024Q4: 193 shares; 2025Q1: 193 shares; 2025Q2: 193 shares; 2025Q3: 193 shares; 2025Q4: 206 shares; 2026Q1: 206 shares; 2026Q2: 206 shares 206 $24.2K 0.01% 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: 100 shares; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 100 shares; 2025Q4: 100 shares; 2026Q1: 100 shares; 2026Q2: 100 shares 100 $23.6K 0.01% 0 Timeline HLN HALEON PLC More: the full row for HALEON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,808 shares; 2024Q4: 2,798 shares; 2025Q1: 2,798 shares; 2025Q2: 2,798 shares; 2025Q3: 2,758 shares; 2025Q4: 2,758 shares; 2026Q1: 2,483 shares; 2026Q2: 2,483 shares 2,483 $23.2K 0.01% 0 Timeline VPL 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: 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 MC MOELIS & CO More: the full row for MOELIS & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 350 shares; 2024Q4: 350 shares; 2025Q1: 350 shares; 2025Q2: 350 shares; 2025Q3: 350 shares; 2025Q4: 350 shares; 2026Q1: 350 shares; 2026Q2: 350 shares 350 $22.9K 0.01% 0 Timeline FDXF FEDEX FGHT HLDG CO INC More: the full row for FEDEX FGHT HLDG CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 151 shares 151 $22.8K 0.01% new Timeline BSCQ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX 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: 1,146 shares; 2026Q2: 1,146 shares 1,146 $22.4K 0.01% 0 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 35 shares; 2024Q4: 35 shares; 2025Q1: 35 shares; 2025Q2: 35 shares; 2025Q3: 35 shares; 2025Q4: 35 shares; 2026Q1: 35 shares; 2026Q2: 35 shares 35 $22.4K 0.01% 0 Timeline XSLV 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: 426 shares; 2024Q4: 426 shares; 2025Q1: 426 shares; 2025Q2: 426 shares; 2025Q3: 426 shares; 2025Q4: 426 shares; 2026Q1: 426 shares; 2026Q2: 426 shares 426 $22.3K 0.01% 0 Timeline BSCV INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX 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: 1,343 shares; 2026Q2: 1,343 shares 1,343 $22K 0.01% 0 Timeline CCK CROWN HLDGS INC More: the full row for CROWN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 196 shares; 2025Q1: 196 shares; 2025Q2: 196 shares; 2025Q3: 196 shares; 2025Q4: 196 shares; 2026Q1: 196 shares; 2026Q2: 196 shares 196 $21.9K 0.01% 0 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 53 shares; 2024Q4: 53 shares; 2025Q1: 53 shares; 2025Q2: 50 shares; 2025Q3: 50 shares; 2025Q4: 50 shares; 2026Q1: 50 shares; 2026Q2: 50 shares 50 $21.6K <0.01% 0 Timeline OMC OMNICOM GROUP INC More: the full row for OMNICOM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 300 shares; 2024Q4: 300 shares; 2025Q1: 300 shares; 2025Q2: 300 shares; 2025Q3: 300 shares; 2025Q4: 388 shares; 2026Q1: 288 shares; 2026Q2: 288 shares 288 $21K <0.01% 0 Timeline RPM RPM INTL INC More: the full row for RPM INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 186 shares; 2024Q4: 186 shares; 2025Q1: 186 shares; 2025Q2: 186 shares; 2025Q3: 186 shares; 2025Q4: 186 shares; 2026Q1: 186 shares; 2026Q2: 186 shares 186 $20.7K <0.01% 0 Timeline SAFT SAFETY INS GROUP INC More: the full row for SAFETY INS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 725 shares; 2024Q4: 595 shares; 2025Q1: 445 shares; 2025Q2: 445 shares; 2025Q3: 275 shares; 2025Q4: 275 shares; 2026Q1: 275 shares; 2026Q2: 275 shares 275 $20.6K <0.01% 0 Timeline HBAN HUNTINGTON BANCSHARES INC More: the full row for HUNTINGTON BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,034 shares; 2024Q4: 2,034 shares; 2025Q1: 2,034 shares; 2025Q2: 2,034 shares; 2025Q3: 1,450 shares; 2025Q4: 1,150 shares; 2026Q1: 1,150 shares; 2026Q2: 1,150 shares 1,150 $20.4K <0.01% 0 Timeline BSCR INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX 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: 1,008 shares; 2026Q2: 1,008 shares 1,008 $19.8K <0.01% 0 Timeline BSCS INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX 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: 967 shares; 2026Q2: 967 shares 967 $19.7K <0.01% 0 Timeline BSCT INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX 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: 1,056 shares; 2026Q2: 1,056 shares 1,056 $19.6K <0.01% 0 Timeline BSCU INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX 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: 1,177 shares; 2026Q2: 1,177 shares 1,177 $19.6K <0.01% 0 Timeline PEBO PEOPLES BANCORP INC More: the full row for PEOPLES BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 560 shares; 2024Q4: 508 shares; 2025Q1: 508 shares; 2025Q2: 508 shares; 2025Q3: 508 shares; 2025Q4: 508 shares; 2026Q1: 508 shares; 2026Q2: 508 shares 508 $19.5K <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; 2024Q3: 12,425 shares; 2024Q4: 1,468 shares; 2025Q1: 1,300 shares; 2025Q2: 1,300 shares; 2025Q3: 1,300 shares; 2025Q4: 1,300 shares; 2026Q1: 1,300 shares; 2026Q2: 3,000 shares 3,000 $19.4K <0.01% +1,700 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 200 shares; 2024Q4: 200 shares; 2025Q1: 200 shares; 2025Q2: 400 shares; 2025Q3: 400 shares; 2025Q4: 400 shares; 2026Q1: 400 shares; 2026Q2: 400 shares 400 $19.2K <0.01% 0 Timeline MEAR 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; 2024Q3: 381 shares; 2024Q4: 381 shares; 2025Q1: 381 shares; 2025Q2: 381 shares; 2025Q3: 381 shares; 2025Q4: 381 shares; 2026Q1: 381 shares; 2026Q2: 381 shares 381 $19.2K <0.01% 0 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 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 $19.1K <0.01% 0 Timeline IVES WEDBUSH SER TR More: the full row for WEDBUSH SER 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: 500 shares; 2025Q4: 500 shares; 2026Q1: 500 shares; 2026Q2: 500 shares 500 $19.1K <0.01% 0 Timeline BOKF BOK FINL CORP More: the full row for BOK FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 176 shares; 2024Q4: 176 shares; 2025Q1: 136 shares; 2025Q2: 136 shares; 2025Q3: 136 shares; 2025Q4: 136 shares; 2026Q1: 136 shares; 2026Q2: 136 shares 136 $18.9K <0.01% 0 Timeline TD TORONTO DOMINION BK ONT More: the full row for TORONTO DOMINION BK ONT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 153 shares; 2024Q4: 153 shares; 2025Q1: 153 shares; 2025Q2: 153 shares; 2025Q3: 153 shares; 2025Q4: 153 shares; 2026Q1: 153 shares; 2026Q2: 153 shares 153 $18.6K <0.01% 0 Timeline DASH DOORDASH INC More: the full row for DOORDASH 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: 100 shares; 2026Q1: 100 shares; 2026Q2: 100 shares 100 $18.5K <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: 112 shares; 2024Q4: 112 shares; 2025Q1: 112 shares; 2025Q2: 112 shares; 2025Q3: 145 shares; 2025Q4: 112 shares; 2026Q1: 112 shares; 2026Q2: 112 shares 112 $18.4K <0.01% 0 Timeline OR OR ROYALTIES INC. More: the full row for OR ROYALTIES INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 575 shares; 2025Q3: 575 shares; 2025Q4: 575 shares; 2026Q1: 575 shares; 2026Q2: 575 shares 575 $18.2K <0.01% 0 Timeline MDU MDU RES GROUP INC More: the full row for MDU RES GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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 $18K <0.01% 0 Timeline KNF KNIFE RIVER CORP More: the full row for KNIFE RIVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 212 shares; 2024Q4: 212 shares; 2025Q1: 212 shares; 2025Q2: 212 shares; 2025Q3: 212 shares; 2025Q4: 212 shares; 2026Q1: 212 shares; 2026Q2: 212 shares 212 $17.7K <0.01% 0 Timeline VFQY VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 100 shares; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 100 shares; 2025Q4: 100 shares; 2026Q1: 100 shares; 2026Q2: 100 shares 100 $17K <0.01% 0 Timeline TM TOYOTA MOTOR CORP More: the full row for TOYOTA MOTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,100 shares; 2024Q4: 1,100 shares; 2025Q1: 1,100 shares; 2025Q2: 100 shares; 2025Q3: 100 shares; 2025Q4: 100 shares; 2026Q1: 100 shares; 2026Q2: 100 shares 100 $16.8K <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: 160 shares; 2024Q4: 160 shares; 2025Q1: 160 shares; 2025Q2: 160 shares; 2025Q3: 160 shares; 2025Q4: 160 shares; 2026Q1: 160 shares; 2026Q2: 160 shares 160 $16.8K <0.01% 0 Timeline INCY INCYTE CORP More: the full row for INCYTE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 147 shares; 2024Q4: 147 shares; 2025Q1: 147 shares; 2025Q2: 147 shares; 2025Q3: 147 shares; 2025Q4: 147 shares; 2026Q1: 147 shares; 2026Q2: 147 shares 147 $16.7K <0.01% 0 Timeline COMP COMPASS INC More: the full row for COMPASS 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: 1,350 shares; 2026Q1: 1,350 shares; 2026Q2: 1,350 shares 1,350 $16.6K <0.01% 0 Timeline VTHR VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 100 shares; 2024Q4: 50 shares; 2025Q1: 50 shares; 2025Q2: 50 shares; 2025Q3: 50 shares; 2025Q4: 50 shares; 2026Q1: 50 shares; 2026Q2: 50 shares 50 $16.6K <0.01% 0 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: 173 shares; 2024Q4: 173 shares; 2025Q1: 173 shares; 2025Q2: 123 shares; 2025Q3: 123 shares; 2025Q4: 131 shares; 2026Q1: 133 shares; 2026Q2: 133 shares 133 $16.6K <0.01% 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: 45 shares; 2024Q4: 45 shares; 2025Q1: 25 shares; 2025Q2: 25 shares; 2025Q3: 25 shares; 2025Q4: 25 shares; 2026Q1: 25 shares; 2026Q2: 25 shares 25 $16.4K <0.01% 0 Timeline BAI BLACKROCK ETF TRUST More: the full row for BLACKROCK 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: 310 shares; 2026Q1: 310 shares; 2026Q2: 310 shares 310 $16.3K <0.01% 0 Timeline EWU 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: 350 shares 350 $16.1K <0.01% -563 Timeline FDN FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 361 shares; 2024Q4: 361 shares; 2025Q1: 361 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 60 shares; 2026Q1: 60 shares; 2026Q2: 60 shares 60 $15.9K <0.01% 0 Timeline JQUA 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: 215 shares; 2026Q1: 215 shares; 2026Q2: 215 shares 215 $15.5K <0.01% 0 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: 1,132 shares; 2024Q4: 1,224 shares; 2025Q1: 1,224 shares; 2025Q2: 1,224 shares; 2025Q3: 1,284 shares; 2025Q4: 1,132 shares; 2026Q1: 632 shares; 2026Q2: 632 shares 632 $15.5K <0.01% 0 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 44 shares; 2024Q4: 44 shares; 2025Q1: 44 shares; 2025Q2: 44 shares; 2025Q3: 44 shares; 2025Q4: 44 shares; 2026Q1: 49 shares; 2026Q2: 49 shares 49 $15.4K <0.01% 0 Timeline INV INNVENTURE INC More: the full row for INNVENTURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,000 shares; 2025Q4: 3,000 shares; 2026Q1: 3,000 shares; 2026Q2: 3,000 shares 3,000 $15.2K <0.01% 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; 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 $15.2K <0.01% 0 Timeline CLPT CLEARPOINT NEURO INC More: the full row for CLEARPOINT NEURO INC 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 $15.2K <0.01% 0 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 50 shares 50 $15.1K <0.01% new Timeline SSB SOUTHSTATE BK CORP More: the full row for SOUTHSTATE BK 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: 150 shares; 2026Q1: 150 shares; 2026Q2: 150 shares 150 $15K <0.01% 0 Timeline