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: 139,938 shares; 2024Q4: 140,142 shares; 2025Q1: 145,887 shares; 2025Q2: 144,736 shares; 2025Q3: 143,243 shares; 2025Q4: 144,638 shares; 2026Q1: 151,861 shares; 2026Q2: 163,527 shares 163,527 $120M 15.74% +11,666 Timeline ILCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 483,165 shares; 2024Q4: 483,026 shares; 2025Q1: 506,592 shares; 2025Q2: 493,585 shares; 2025Q3: 487,160 shares; 2025Q4: 495,827 shares; 2026Q1: 557,871 shares; 2026Q2: 734,041 shares 734,041 $85.9M 11.23% +176,170 Timeline QLD PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 356,055 shares; 2024Q4: 355,970 shares; 2025Q1: 356,011 shares; 2025Q2: 362,025 shares; 2025Q3: 361,453 shares; 2025Q4: 731,539 shares; 2026Q1: 733,841 shares; 2026Q2: 772,566 shares 772,566 $74.8M 9.77% +38,725 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: 55 shares; 2024Q4: 55 shares; 2025Q1: 55 shares; 2025Q2: 1,093 shares; 2025Q3: 1,856 shares; 2025Q4: 48,196 shares; 2026Q1: 58,345 shares; 2026Q2: 275,194 shares 275,194 $34.2M 4.47% +216,849 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 75,908 shares; 2024Q4: 88,372 shares; 2025Q1: 88,276 shares; 2025Q2: 94,689 shares; 2025Q3: 112,426 shares; 2025Q4: 108,666 shares; 2026Q1: 108,285 shares; 2026Q2: 109,097 shares 109,097 $31.6M 4.13% +812 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: 47,844 shares; 2024Q4: 56,318 shares; 2025Q1: 55,724 shares; 2025Q2: 56,658 shares; 2025Q3: 56,208 shares; 2025Q4: 57,454 shares; 2026Q1: 59,955 shares; 2026Q2: 59,890 shares 59,890 $22.3M 2.92% -65 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: 81,354 shares; 2024Q4: 105,717 shares; 2025Q1: 108,463 shares; 2025Q2: 109,731 shares; 2025Q3: 108,505 shares; 2025Q4: 108,657 shares; 2026Q1: 107,158 shares; 2026Q2: 107,051 shares 107,051 $21.4M 2.8% -107 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: 52,758 shares; 2024Q4: 59,537 shares; 2025Q1: 57,962 shares; 2025Q2: 61,337 shares; 2025Q3: 63,398 shares; 2025Q4: 55,570 shares; 2026Q1: 54,917 shares; 2026Q2: 53,837 shares 53,837 $19.2M 2.51% -1,080 Timeline CGCV CAPITAL GROUP CONSERVATIVE E More: the full row for CAPITAL GROUP CONSERVATIVE E 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: 306,094 shares; 2026Q1: 513,754 shares; 2026Q2: 535,806 shares 535,806 $17.6M 2.3% +22,052 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: 37,498 shares; 2024Q4: 37,858 shares; 2025Q1: 39,245 shares; 2025Q2: 45,155 shares; 2025Q3: 49,636 shares; 2025Q4: 46,005 shares; 2026Q1: 45,647 shares; 2026Q2: 45,481 shares 45,481 $17.2M 2.25% -166 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: 59,356 shares; 2024Q4: 62,533 shares; 2025Q1: 62,004 shares; 2025Q2: 63,443 shares; 2025Q3: 62,849 shares; 2025Q4: 67,182 shares; 2026Q1: 68,774 shares; 2026Q2: 69,665 shares 69,665 $16.6M 2.17% +891 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: 24,567 shares; 2024Q4: 24,576 shares; 2025Q1: 24,587 shares; 2025Q2: 24,615 shares; 2025Q3: 24,622 shares; 2025Q4: 24,007 shares; 2026Q1: 22,505 shares; 2026Q2: 15,808 shares 15,808 $15.3M 1.99% -6,697 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 155,368 shares; 2024Q4: 178,307 shares; 2025Q1: 171,994 shares; 2025Q2: 161,450 shares; 2025Q3: 151,665 shares; 2025Q4: 151,948 shares; 2026Q1: 144,843 shares; 2026Q2: 139,027 shares 139,027 $12.7M 1.67% -5,816 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: 29,462 shares; 2024Q4: 35,170 shares; 2025Q1: 33,859 shares; 2025Q2: 35,462 shares; 2025Q3: 36,729 shares; 2025Q4: 39,715 shares; 2026Q1: 39,656 shares; 2026Q2: 34,624 shares 34,624 $11.3M 1.48% -5,032 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: 10,774 shares; 2024Q4: 14,400 shares; 2025Q1: 16,333 shares; 2025Q2: 16,502 shares; 2025Q3: 15,502 shares; 2025Q4: 12,244 shares; 2026Q1: 11,863 shares; 2026Q2: 12,903 shares 12,903 $9.66M 1.26% +1,040 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: 17,022 shares; 2024Q4: 16,542 shares; 2025Q1: 16,548 shares; 2025Q2: 19,333 shares; 2025Q3: 23,371 shares; 2025Q4: 23,669 shares; 2026Q1: 23,855 shares; 2026Q2: 23,666 shares 23,666 $8.36M 1.09% -189 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: 24,254 shares; 2024Q4: 24,175 shares; 2025Q1: 24,064 shares; 2025Q2: 24,417 shares; 2025Q3: 24,358 shares; 2025Q4: 23,370 shares; 2026Q1: 23,708 shares; 2026Q2: 23,583 shares 23,583 $8.09M 1.06% -125 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: 5,121 shares; 2024Q4: 4,872 shares; 2025Q1: 4,803 shares; 2025Q2: 4,860 shares; 2025Q3: 6,726 shares; 2025Q4: 6,642 shares; 2026Q1: 6,676 shares; 2026Q2: 6,741 shares 6,741 $8.09M 1.06% +65 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: 28,474 shares; 2024Q4: 27,582 shares; 2025Q1: 27,135 shares; 2025Q2: 27,144 shares; 2025Q3: 27,405 shares; 2025Q4: 26,420 shares; 2026Q1: 26,530 shares; 2026Q2: 25,970 shares 25,970 $6.6M 0.86% -560 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: 7,669 shares; 2024Q4: 7,458 shares; 2025Q1: 7,369 shares; 2025Q2: 7,621 shares; 2025Q3: 7,066 shares; 2025Q4: 6,661 shares; 2026Q1: 6,678 shares; 2026Q2: 6,674 shares 6,674 $6.24M 0.82% -4 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: 6,776 shares; 2024Q4: 6,775 shares; 2025Q1: 6,893 shares; 2025Q2: 9,311 shares; 2025Q3: 9,758 shares; 2025Q4: 10,424 shares; 2026Q1: 10,567 shares; 2026Q2: 10,741 shares 10,741 $6.24M 0.82% +174 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,042 shares; 2024Q4: 7,487 shares; 2025Q1: 7,487 shares; 2025Q2: 19,495 shares; 2025Q3: 79,494 shares; 2025Q4: 128,609 shares; 2026Q1: 130,161 shares; 2026Q2: 105,133 shares 105,133 $5.94M 0.78% -25,028 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: 7,392 shares; 2024Q4: 8,552 shares; 2025Q1: 8,665 shares; 2025Q2: 8,907 shares; 2025Q3: 12,353 shares; 2025Q4: 12,058 shares; 2026Q1: 12,259 shares; 2026Q2: 11,966 shares 11,966 $5.71M 0.75% -293 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,004 shares; 2024Q4: 8,686 shares; 2025Q1: 8,865 shares; 2025Q2: 9,001 shares; 2025Q3: 9,410 shares; 2025Q4: 11,092 shares; 2026Q1: 11,116 shares; 2026Q2: 11,138 shares 11,138 $5.57M 0.73% +22 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: not reported; 2024Q4: 7,879 shares; 2025Q1: 7,848 shares; 2025Q2: 8,069 shares; 2025Q3: 7,908 shares; 2025Q4: 7,570 shares; 2026Q1: 7,969 shares; 2026Q2: 7,997 shares 7,997 $5.07M 0.66% +28 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: 6,263 shares; 2024Q4: 12,396 shares; 2025Q1: 12,016 shares; 2025Q2: 12,461 shares; 2025Q3: 15,536 shares; 2025Q4: 15,067 shares; 2026Q1: 14,673 shares; 2026Q2: 14,601 shares 14,601 $4.98M 0.65% -72 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: 4,583 shares; 2024Q4: 5,416 shares; 2025Q1: 5,586 shares; 2025Q2: 6,215 shares; 2025Q3: 6,062 shares; 2025Q4: 8,453 shares; 2026Q1: 8,134 shares; 2026Q2: 8,045 shares 8,045 $4.13M 0.54% -89 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,766 shares; 2024Q4: 6,559 shares; 2025Q1: 6,491 shares; 2025Q2: 6,447 shares; 2025Q3: 6,445 shares; 2025Q4: 5,884 shares; 2026Q1: 7,624 shares; 2026Q2: 7,663 shares 7,663 $3.98M 0.52% +39 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: 23,066 shares; 2024Q4: 91,223 shares; 2025Q1: 90,863 shares; 2025Q2: 91,031 shares; 2025Q3: 113,842 shares; 2025Q4: 101,741 shares; 2026Q1: 114,434 shares; 2026Q2: 120,227 shares 120,227 $3.81M 0.5% +5,793 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: 583 shares; 2024Q4: 1,983 shares; 2025Q1: 1,941 shares; 2025Q2: 5,543 shares; 2025Q3: 5,549 shares; 2025Q4: 7,484 shares; 2026Q1: 7,597 shares; 2026Q2: 7,538 shares 7,538 $3.78M 0.49% -59 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: 15,580 shares; 2024Q4: 15,558 shares; 2025Q1: 15,387 shares; 2025Q2: 16,933 shares; 2025Q3: 23,099 shares; 2025Q4: 21,680 shares; 2026Q1: 22,124 shares; 2026Q2: 21,983 shares 21,983 $3.64M 0.48% -141 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,404 shares; 2025Q3: 36,022 shares; 2025Q4: 52,782 shares; 2026Q1: 52,262 shares; 2026Q2: 58,509 shares 58,509 $3.63M 0.47% +6,247 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: 12,927 shares; 2024Q4: 13,952 shares; 2025Q1: 13,954 shares; 2025Q2: 14,018 shares; 2025Q3: 13,952 shares; 2025Q4: 13,311 shares; 2026Q1: 13,300 shares; 2026Q2: 13,370 shares 13,370 $3.61M 0.47% +70 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: not reported; 2024Q4: 5,201 shares; 2025Q1: 5,127 shares; 2025Q2: 4,948 shares; 2025Q3: 4,964 shares; 2025Q4: 4,931 shares; 2026Q1: 4,937 shares; 2026Q2: 4,939 shares 4,939 $3.57M 0.47% +2 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: 19,459 shares; 2024Q4: 19,753 shares; 2025Q1: 19,648 shares; 2025Q2: 19,566 shares; 2025Q3: 19,576 shares; 2025Q4: 23,271 shares; 2026Q1: 23,220 shares; 2026Q2: 23,121 shares 23,121 $3.5M 0.46% -99 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: 35,072 shares; 2024Q4: 34,742 shares; 2025Q1: 31,124 shares; 2025Q2: 30,385 shares; 2025Q3: 30,109 shares; 2025Q4: 29,569 shares; 2026Q1: 26,771 shares; 2026Q2: 24,704 shares 24,704 $3.38M 0.44% -2,067 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: 2,669 shares; 2024Q4: 2,865 shares; 2025Q1: 2,859 shares; 2025Q2: 4,233 shares; 2025Q3: 3,536 shares; 2025Q4: 4,304 shares; 2026Q1: 4,664 shares; 2026Q2: 4,859 shares 4,859 $3.34M 0.44% +195 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: 23,949 shares; 2024Q4: 14,620 shares; 2025Q1: 14,459 shares; 2025Q2: 13,823 shares; 2025Q3: 13,840 shares; 2025Q4: 16,243 shares; 2026Q1: 15,819 shares; 2026Q2: 14,838 shares 14,838 $3.32M 0.43% -981 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: 12,218 shares; 2024Q4: 11,766 shares; 2025Q1: 11,669 shares; 2025Q2: 14,576 shares; 2025Q3: 14,657 shares; 2025Q4: 13,673 shares; 2026Q1: 13,538 shares; 2026Q2: 13,194 shares 13,194 $3.32M 0.43% -344 Timeline CGXU CAPITAL GROUP INTL FOCUS EQT More: the full row for CAPITAL GROUP INTL FOCUS EQT 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: 23,118 shares; 2026Q1: 77,390 shares; 2026Q2: 95,626 shares 95,626 $3.31M 0.43% +18,236 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 200 shares; 2025Q2: 254 shares; 2025Q3: 254 shares; 2025Q4: 247 shares; 2026Q1: 247 shares; 2026Q2: 4,194 shares 4,194 $3.02M 0.39% +3,947 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,982 shares; 2024Q4: 13,645 shares; 2025Q1: 13,409 shares; 2025Q2: 13,299 shares; 2025Q3: 13,691 shares; 2025Q4: 9,544 shares; 2026Q1: 9,190 shares; 2026Q2: 9,286 shares 9,286 $2.92M 0.38% +96 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,734 shares; 2024Q4: 1,734 shares; 2025Q1: 1,492 shares; 2025Q2: 1,532 shares; 2025Q3: 2,825 shares; 2025Q4: 15,215 shares; 2026Q1: 15,145 shares; 2026Q2: 15,030 shares 15,030 $2.65M 0.35% -115 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,128 shares; 2024Q4: 1,807 shares; 2025Q1: 1,707 shares; 2025Q2: 1,495 shares; 2025Q3: 1,495 shares; 2025Q4: 1,414 shares; 2026Q1: 2,358 shares; 2026Q2: 2,463 shares 2,463 $2.62M 0.34% +105 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: 22,877 shares; 2024Q4: 22,757 shares; 2025Q1: 22,733 shares; 2025Q2: 23,201 shares; 2025Q3: 24,897 shares; 2025Q4: 24,073 shares; 2026Q1: 24,281 shares; 2026Q2: 22,287 shares 22,287 $2.62M 0.34% -1,994 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: 2,538 shares; 2024Q4: 2,584 shares; 2025Q1: 2,812 shares; 2025Q2: 3,551 shares; 2025Q3: 3,980 shares; 2025Q4: 3,993 shares; 2026Q1: 3,914 shares; 2026Q2: 4,587 shares 4,587 $2.58M 0.34% +673 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: 27,523 shares; 2024Q4: 27,617 shares; 2025Q1: 23,413 shares; 2025Q2: 21,719 shares; 2025Q3: 19,482 shares; 2025Q4: 19,233 shares; 2026Q1: 19,453 shares; 2026Q2: 19,379 shares 19,379 $2.49M 0.33% -74 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: 9,775 shares; 2024Q4: 9,766 shares; 2025Q1: 9,675 shares; 2025Q2: 9,647 shares; 2025Q3: 9,533 shares; 2025Q4: 9,400 shares; 2026Q1: 9,344 shares; 2026Q2: 8,744 shares 8,744 $2.46M 0.32% -600 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: 11,004 shares; 2024Q4: 11,031 shares; 2025Q1: 11,059 shares; 2025Q2: 11,085 shares; 2025Q3: 11,102 shares; 2025Q4: 11,102 shares; 2026Q1: 11,112 shares; 2026Q2: 9,592 shares 9,592 $2.45M 0.32% -1,520 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: 17,068 shares; 2024Q4: 18,581 shares; 2025Q1: 18,993 shares; 2025Q2: 18,767 shares; 2025Q3: 18,782 shares; 2025Q4: 18,214 shares; 2026Q1: 18,510 shares; 2026Q2: 18,600 shares 18,600 $2.17M 0.28% +90 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,306 shares; 2024Q4: 23,762 shares; 2025Q1: 23,793 shares; 2025Q2: 24,450 shares; 2025Q3: 24,172 shares; 2025Q4: 24,385 shares; 2026Q1: 24,103 shares; 2026Q2: 24,109 shares 24,109 $2.12M 0.28% +6 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,163 shares; 2024Q4: 29,464 shares; 2025Q1: 29,472 shares; 2025Q2: 30,048 shares; 2025Q3: 29,894 shares; 2025Q4: 28,459 shares; 2026Q1: 27,086 shares; 2026Q2: 27,150 shares 27,150 $2.05M 0.27% +64 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: 3,779 shares; 2024Q4: 6,652 shares; 2025Q1: 6,535 shares; 2025Q2: 7,087 shares; 2025Q3: 6,556 shares; 2025Q4: 5,775 shares; 2026Q1: 5,741 shares; 2026Q2: 5,666 shares 5,666 $2M 0.26% -75 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,521 shares; 2024Q4: 13,182 shares; 2025Q1: 13,138 shares; 2025Q2: 14,487 shares; 2025Q3: 24,477 shares; 2025Q4: 18,389 shares; 2026Q1: 11,249 shares; 2026Q2: 11,171 shares 11,171 $1.83M 0.24% -78 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: 13,561 shares; 2024Q4: 12,410 shares; 2025Q1: 12,407 shares; 2025Q2: 13,233 shares; 2025Q3: 13,261 shares; 2025Q4: 12,565 shares; 2026Q1: 12,179 shares; 2026Q2: 12,137 shares 12,137 $1.78M 0.23% -42 Timeline FTAI FTAI AVIATION LTD More: the full row for FTAI AVIATION LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 412 shares; 2024Q4: 412 shares; 2025Q1: 412 shares; 2025Q2: 412 shares; 2025Q3: 2,802 shares; 2025Q4: 4,418 shares; 2026Q1: 4,420 shares; 2026Q2: 6,379 shares 6,379 $1.73M 0.23% +1,959 Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,000 shares; 2024Q4: 6,000 shares; 2025Q1: 6,037 shares; 2025Q2: 6,000 shares; 2025Q3: 6,000 shares; 2025Q4: 6,000 shares; 2026Q1: 6,000 shares; 2026Q2: 6,000 shares 6,000 $1.69M 0.22% 0 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,312 shares; 2024Q4: 11,312 shares; 2025Q1: 11,312 shares; 2025Q2: 11,329 shares; 2025Q3: 11,329 shares; 2025Q4: 11,329 shares; 2026Q1: 11,329 shares; 2026Q2: 11,329 shares 11,329 $1.66M 0.22% 0 Timeline BRK-A 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: 2 shares; 2024Q4: 2 shares; 2025Q1: 2 shares; 2025Q2: 2 shares; 2025Q3: 2 shares; 2025Q4: 2 shares; 2026Q1: 2 shares; 2026Q2: 2 shares 2 $1.5M 0.2% 0 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,132 shares; 2024Q4: 3,540 shares; 2025Q1: 3,474 shares; 2025Q2: 3,764 shares; 2025Q3: 3,765 shares; 2025Q4: 3,163 shares; 2026Q1: 3,111 shares; 2026Q2: 5,253 shares 5,253 $1.43M 0.19% +2,142 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: 16,860 shares; 2024Q4: 16,410 shares; 2025Q1: 16,509 shares; 2025Q2: 16,648 shares; 2025Q3: 16,662 shares; 2025Q4: 14,886 shares; 2026Q1: 15,325 shares; 2026Q2: 14,602 shares 14,602 $1.41M 0.18% -723 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: 4,741 shares; 2024Q4: 4,715 shares; 2025Q1: 4,758 shares; 2025Q2: 5,764 shares; 2025Q3: 5,473 shares; 2025Q4: 5,293 shares; 2026Q1: 5,200 shares; 2026Q2: 5,040 shares 5,040 $1.36M 0.18% -160 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: 309 shares; 2024Q4: 189 shares; 2025Q1: 269 shares; 2025Q2: 486 shares; 2025Q3: 486 shares; 2025Q4: 3,381 shares; 2026Q1: 3,248 shares; 2026Q2: 3,140 shares 3,140 $1.34M 0.17% -108 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: 200 shares; 2024Q4: 200 shares; 2025Q1: 239 shares; 2025Q2: 237 shares; 2025Q3: 220 shares; 2025Q4: 211 shares; 2026Q1: 1,021 shares; 2026Q2: 1,091 shares 1,091 $1.28M 0.17% +70 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: not reported; 2024Q4: 25,762 shares; 2025Q1: 25,851 shares; 2025Q2: 25,981 shares; 2025Q3: 25,755 shares; 2025Q4: 24,873 shares; 2026Q1: 24,895 shares; 2026Q2: 16,767 shares 16,767 $1.21M 0.16% -8,128 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: 1,417 shares; 2024Q4: 1,417 shares; 2025Q1: 1,590 shares; 2025Q2: 1,530 shares; 2025Q3: 1,422 shares; 2025Q4: 13,969 shares; 2026Q1: 13,929 shares; 2026Q2: 13,064 shares 13,064 $1.21M 0.16% -865 Timeline ALNY ALNYLAM PHARMACEUTICALS INC More: the full row for ALNYLAM PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,981 shares; 2024Q4: 3,981 shares; 2025Q1: 3,992 shares; 2025Q2: 4,280 shares; 2025Q3: 3,994 shares; 2025Q4: 3,966 shares; 2026Q1: 3,938 shares; 2026Q2: 3,940 shares 3,940 $1.19M 0.16% +2 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: 2,434 shares; 2024Q4: 2,434 shares; 2025Q1: 2,350 shares; 2025Q2: 2,358 shares; 2025Q3: 2,358 shares; 2025Q4: 2,350 shares; 2026Q1: 2,350 shares; 2026Q2: 2,371 shares 2,371 $1.16M 0.15% +21 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,167 shares; 2024Q4: 1,225 shares; 2025Q1: 1,220 shares; 2025Q2: 18,585 shares; 2025Q3: 18,585 shares; 2025Q4: 12,345 shares; 2026Q1: 12,345 shares; 2026Q2: 12,345 shares 12,345 $1.14M 0.15% 0 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,297 shares; 2024Q4: 5,297 shares; 2025Q1: 3,962 shares; 2025Q2: 4,644 shares; 2025Q3: 9,379 shares; 2025Q4: 9,180 shares; 2026Q1: 9,499 shares; 2026Q2: 9,505 shares 9,505 $1.08M 0.14% +6 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: 5,884 shares; 2024Q4: 10,483 shares; 2025Q1: 10,242 shares; 2025Q2: 12,835 shares; 2025Q3: 12,927 shares; 2025Q4: 12,810 shares; 2026Q1: 12,362 shares; 2026Q2: 11,834 shares 11,834 $1.07M 0.14% -528 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9 shares; 2025Q3: 594 shares; 2025Q4: 1,007 shares; 2026Q1: 1,005 shares; 2026Q2: 1,018 shares 1,018 $1.06M 0.14% +13 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: 20,063 shares; 2024Q4: 21,496 shares; 2025Q1: 23,087 shares; 2025Q2: 22,412 shares; 2025Q3: 21,739 shares; 2025Q4: 17,912 shares; 2026Q1: 14,537 shares; 2026Q2: 14,840 shares 14,840 $1.06M 0.14% +303 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: 11,058 shares; 2024Q4: 11,623 shares; 2025Q1: 11,567 shares; 2025Q2: 10,579 shares; 2025Q3: 2,927 shares; 2025Q4: 2,687 shares; 2026Q1: 2,532 shares; 2026Q2: 2,531 shares 2,531 $1.05M 0.14% -1 Timeline BN BROOKFIELD CORP More: the full row for BROOKFIELD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,600 shares; 2024Q4: 17,599 shares; 2025Q1: 17,599 shares; 2025Q2: 18,116 shares; 2025Q3: 18,116 shares; 2025Q4: 26,371 shares; 2026Q1: 24,121 shares; 2026Q2: 24,121 shares 24,121 $1.03M 0.13% 0 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,280 shares; 2024Q4: 13,321 shares; 2025Q1: 12,461 shares; 2025Q2: 11,797 shares; 2025Q3: 11,654 shares; 2025Q4: 11,487 shares; 2026Q1: 11,487 shares; 2026Q2: 11,487 shares 11,487 $934K 0.12% 0 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,054 shares; 2024Q4: 4,142 shares; 2025Q1: 4,604 shares; 2025Q2: 5,143 shares; 2025Q3: 4,950 shares; 2025Q4: 4,905 shares; 2026Q1: 4,808 shares; 2026Q2: 4,808 shares 4,808 $912K 0.12% 0 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,158 shares; 2024Q4: 9,183 shares; 2025Q1: 9,381 shares; 2025Q2: 9,536 shares; 2025Q3: 9,386 shares; 2025Q4: 9,606 shares; 2026Q1: 9,608 shares; 2026Q2: 8,200 shares 8,200 $907K 0.12% -1,408 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 267 shares; 2025Q3: 8,946 shares; 2025Q4: 3,909 shares; 2026Q1: 7,953 shares; 2026Q2: 9,253 shares 9,253 $883K 0.12% +1,300 Timeline BIP BROOKFIELD INFRASTRUCTURE PA More: the full row for BROOKFIELD INFRASTRUCTURE PA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 39,407 shares; 2024Q4: 39,407 shares; 2025Q1: 37,986 shares; 2025Q2: 37,544 shares; 2025Q3: 36,352 shares; 2025Q4: 29,913 shares; 2026Q1: 23,706 shares; 2026Q2: 23,706 shares 23,706 $865K 0.11% 0 Timeline NBSD NEUBERGER BERMAN ETF TRUST More: the full row for NEUBERGER BERMAN ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,580 shares; 2026Q2: 16,504 shares 16,504 $834K 0.11% +4,924 Timeline ATO ATMOS ENERGY CORP More: the full row for ATMOS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,609 shares; 2024Q4: 4,621 shares; 2025Q1: 4,632 shares; 2025Q2: 4,672 shares; 2025Q3: 4,683 shares; 2025Q4: 4,739 shares; 2026Q1: 4,750 shares; 2026Q2: 4,762 shares 4,762 $820K 0.11% +12 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: 2,311 shares; 2024Q4: 2,486 shares; 2025Q1: 2,426 shares; 2025Q2: 2,793 shares; 2025Q3: 3,217 shares; 2025Q4: 3,032 shares; 2026Q1: 3,225 shares; 2026Q2: 2,707 shares 2,707 $820K 0.11% -518 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: 14,980 shares; 2024Q4: 16,101 shares; 2025Q1: 16,157 shares; 2025Q2: 17,479 shares; 2025Q3: 17,995 shares; 2025Q4: 12,391 shares; 2026Q1: 10,207 shares; 2026Q2: 10,201 shares 10,201 $787K 0.1% -6 Timeline FBND FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 452 shares; 2025Q3: 12,544 shares; 2025Q4: 16,525 shares; 2026Q1: 16,525 shares; 2026Q2: 16,525 shares 16,525 $752K 0.1% 0 Timeline IQV IQVIA HLDGS INC More: the full row for IQVIA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 360 shares; 2024Q4: 360 shares; 2025Q1: 288 shares; 2025Q2: 221 shares; 2025Q3: 149 shares; 2025Q4: 4,138 shares; 2026Q1: 3,868 shares; 2026Q2: 3,888 shares 3,888 $751K 0.1% +20 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: 1,440 shares; 2024Q4: 1,359 shares; 2025Q1: 1,499 shares; 2025Q2: 1,515 shares; 2025Q3: 1,515 shares; 2025Q4: 1,486 shares; 2026Q1: 1,486 shares; 2026Q2: 1,421 shares 1,421 $748K 0.1% -65 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 90 shares; 2025Q2: 164 shares; 2025Q3: 134 shares; 2025Q4: 1,969 shares; 2026Q1: 1,945 shares; 2026Q2: 1,986 shares 1,986 $745K 0.1% +41 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,260 shares 3,260 $730K 0.1% new Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,066 shares; 2024Q4: 3,066 shares; 2025Q1: 3,123 shares; 2025Q2: 3,286 shares; 2025Q3: 3,286 shares; 2025Q4: 3,527 shares; 2026Q1: 3,527 shares; 2026Q2: 3,300 shares 3,300 $729K 0.1% -227 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: not reported; 2024Q4: 1,526 shares; 2025Q1: 1,508 shares; 2025Q2: 1,468 shares; 2025Q3: 1,468 shares; 2025Q4: 1,463 shares; 2026Q1: 1,464 shares; 2026Q2: 1,464 shares 1,464 $725K 0.09% 0 Timeline HONA HONEYWELL AEROSPACE INC More: the full row for HONEYWELL AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,261 shares 3,261 $721K 0.09% new Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,072 shares; 2024Q4: 4,551 shares; 2025Q1: 4,432 shares; 2025Q2: 4,444 shares; 2025Q3: 4,395 shares; 2025Q4: 4,251 shares; 2026Q1: 3,990 shares; 2026Q2: 3,778 shares 3,778 $720K 0.09% -212 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 341 shares; 2025Q2: 4,850 shares; 2025Q3: 4,850 shares; 2025Q4: 4,850 shares; 2026Q1: 13,579 shares; 2026Q2: 13,579 shares 13,579 $712K 0.09% 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: 6,907 shares; 2024Q4: 6,939 shares; 2025Q1: 7,177 shares; 2025Q2: 7,387 shares; 2025Q3: 7,294 shares; 2025Q4: 7,294 shares; 2026Q1: 7,245 shares; 2026Q2: 7,271 shares 7,271 $696K 0.09% +26 Timeline ARKQ ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,080 shares; 2024Q4: 5,080 shares; 2025Q1: 5,080 shares; 2025Q2: 5,080 shares; 2025Q3: 5,080 shares; 2025Q4: 5,084 shares; 2026Q1: 5,084 shares; 2026Q2: 5,084 shares 5,084 $672K 0.09% 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: 745 shares; 2024Q4: 745 shares; 2025Q1: 798 shares; 2025Q2: 829 shares; 2025Q3: 829 shares; 2025Q4: 9,015 shares; 2026Q1: 9,053 shares; 2026Q2: 8,704 shares 8,704 $621K 0.08% -349 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: 1,631 shares; 2024Q4: 1,640 shares; 2025Q1: 2,340 shares; 2025Q2: 2,356 shares; 2025Q3: 2,047 shares; 2025Q4: 2,047 shares; 2026Q1: 2,015 shares; 2026Q2: 1,988 shares 1,988 $602K 0.08% -27 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: 1,744 shares; 2024Q4: 1,744 shares; 2025Q1: 1,614 shares; 2025Q2: 1,510 shares; 2025Q3: 1,499 shares; 2025Q4: 1,779 shares; 2026Q1: 1,779 shares; 2026Q2: 1,779 shares 1,779 $602K 0.08% 0 Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,000 shares; 2024Q4: 3,681 shares; 2025Q1: 3,599 shares; 2025Q2: 2,882 shares; 2025Q3: 2,858 shares; 2025Q4: 2,858 shares; 2026Q1: 2,493 shares; 2026Q2: 2,493 shares 2,493 $596K 0.08% 0 Timeline SMMD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,927 shares; 2026Q2: 6,409 shares 6,409 $587K 0.08% +4,482 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: 6,023 shares; 2024Q4: 8,707 shares; 2025Q1: 8,778 shares; 2025Q2: 8,882 shares; 2025Q3: 7,112 shares; 2025Q4: 6,327 shares; 2026Q1: 5,993 shares; 2026Q2: 4,325 shares 4,325 $586K 0.08% -1,668 Timeline ARKW ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,998 shares; 2024Q4: 3,998 shares; 2025Q1: 3,998 shares; 2025Q2: 3,998 shares; 2025Q3: 3,998 shares; 2025Q4: 4,016 shares; 2026Q1: 4,016 shares; 2026Q2: 4,016 shares 4,016 $582K 0.08% 0 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 80 shares; 2024Q4: 1,780 shares; 2025Q1: 1,729 shares; 2025Q2: 1,844 shares; 2025Q3: 1,845 shares; 2025Q4: 1,826 shares; 2026Q1: 1,637 shares; 2026Q2: 1,671 shares 1,671 $569K 0.07% +34 Timeline ARKK ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,776 shares; 2024Q4: 6,776 shares; 2025Q1: 6,776 shares; 2025Q2: 6,776 shares; 2025Q3: 6,776 shares; 2025Q4: 7,023 shares; 2026Q1: 7,023 shares; 2026Q2: 7,023 shares 7,023 $568K 0.07% 0 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: 27,483 shares; 2024Q4: 27,467 shares; 2025Q1: 27,317 shares; 2025Q2: 33,842 shares; 2025Q3: 30,986 shares; 2025Q4: 29,045 shares; 2026Q1: 27,519 shares; 2026Q2: 23,084 shares 23,084 $556K 0.07% -4,435 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: not reported; 2024Q4: 9,712 shares; 2025Q1: 8,060 shares; 2025Q2: 7,948 shares; 2025Q3: 8,151 shares; 2025Q4: 7,909 shares; 2026Q1: 7,199 shares; 2026Q2: 6,996 shares 6,996 $542K 0.07% -203 Timeline HELO 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: 2,111 shares; 2025Q3: 6,657 shares; 2025Q4: 6,879 shares; 2026Q1: 6,879 shares; 2026Q2: 7,806 shares 7,806 $528K 0.07% +927 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: 3,046 shares; 2024Q4: 3,070 shares; 2025Q1: 3,093 shares; 2025Q2: 3,263 shares; 2025Q3: 3,263 shares; 2025Q4: 3,250 shares; 2026Q1: 3,041 shares; 2026Q2: 3,041 shares 3,041 $516K 0.07% 0 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: 4,422 shares; 2024Q4: 4,335 shares; 2025Q1: 23,850 shares; 2025Q2: 24,265 shares; 2025Q3: 25,076 shares; 2025Q4: 25,565 shares; 2026Q1: 6,129 shares; 2026Q2: 6,025 shares 6,025 $515K 0.07% -104 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: 1,304 shares; 2024Q4: 1,304 shares; 2025Q1: 1,551 shares; 2025Q2: 1,305 shares; 2025Q3: 1,305 shares; 2025Q4: 2,610 shares; 2026Q1: 2,610 shares; 2026Q2: 2,610 shares 2,610 $497K 0.07% 0 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,610 shares; 2024Q4: 1,604 shares; 2025Q1: 8,502 shares; 2025Q2: 8,468 shares; 2025Q3: 7,608 shares; 2025Q4: 7,608 shares; 2026Q1: 1,344 shares; 2026Q2: 1,344 shares 1,344 $497K 0.07% 0 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 159 shares; 2025Q2: 240 shares; 2025Q3: 240 shares; 2025Q4: 218 shares; 2026Q1: 415 shares; 2026Q2: 419 shares 419 $484K 0.06% +4 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: 9,873 shares; 2024Q4: 9,839 shares; 2025Q1: 9,701 shares; 2025Q2: 10,389 shares; 2025Q3: 13,079 shares; 2025Q4: 10,710 shares; 2026Q1: 8,792 shares; 2026Q2: 8,088 shares 8,088 $483K 0.06% -704 Timeline CLS CELESTICA INC More: the full row for CELESTICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,308 shares; 2024Q4: 1,308 shares; 2025Q1: 1,308 shares; 2025Q2: 1,308 shares; 2025Q3: 1,308 shares; 2025Q4: 1,308 shares; 2026Q1: 1,308 shares; 2026Q2: 1,308 shares 1,308 $477K 0.06% 0 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,352 shares; 2024Q4: 1,352 shares; 2025Q1: 1,230 shares; 2025Q2: 1,787 shares; 2025Q3: 1,489 shares; 2025Q4: 1,543 shares; 2026Q1: 1,506 shares; 2026Q2: 5,897 shares 5,897 $475K 0.06% +4,391 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: 45 shares; 2024Q4: 45 shares; 2025Q1: 145 shares; 2025Q2: 162 shares; 2025Q3: 1,247 shares; 2025Q4: 1,255 shares; 2026Q1: 1,275 shares; 2026Q2: 1,310 shares 1,310 $451K 0.06% +35 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: 10,001 shares; 2024Q4: 6,274 shares; 2025Q1: 5,049 shares; 2025Q2: 4,315 shares; 2025Q3: 3,201 shares; 2025Q4: 3,017 shares; 2026Q1: 3,099 shares; 2026Q2: 3,180 shares 3,180 $444K 0.06% +81 Timeline IBDR 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: 17,822 shares; 2026Q1: 18,156 shares; 2026Q2: 18,156 shares 18,156 $440K 0.06% 0 Timeline IBDS 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: 17,810 shares; 2026Q1: 18,143 shares; 2026Q2: 18,143 shares 18,143 $439K 0.06% 0 Timeline IBDT 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: 16,986 shares; 2026Q1: 16,986 shares; 2026Q2: 16,986 shares 16,986 $429K 0.06% 0 Timeline IBDU 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: 18,454 shares; 2026Q1: 18,454 shares; 2026Q2: 18,454 shares 18,454 $427K 0.06% 0 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,336 shares; 2025Q1: 2,455 shares; 2025Q2: 2,561 shares; 2025Q3: 2,561 shares; 2025Q4: 2,513 shares; 2026Q1: 2,513 shares; 2026Q2: 2,513 shares 2,513 $427K 0.06% 0 Timeline IBDV 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: 19,563 shares; 2026Q1: 19,563 shares; 2026Q2: 19,563 shares 19,563 $426K 0.06% 0 Timeline IBDW 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: 20,420 shares; 2026Q1: 20,420 shares; 2026Q2: 20,420 shares 20,420 $426K 0.06% 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: 1,508 shares; 2024Q4: 1,508 shares; 2025Q1: 1,508 shares; 2025Q2: 1,508 shares; 2025Q3: 1,508 shares; 2025Q4: 1,508 shares; 2026Q1: 1,508 shares; 2026Q2: 1,681 shares 1,681 $414K 0.05% +173 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: 394 shares; 2024Q4: 1,443 shares; 2025Q1: 1,408 shares; 2025Q2: 1,399 shares; 2025Q3: 1,402 shares; 2025Q4: 1,396 shares; 2026Q1: 1,306 shares; 2026Q2: 1,306 shares 1,306 $409K 0.05% 0 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 120 shares; 2024Q4: 120 shares; 2025Q1: 120 shares; 2025Q2: 136 shares; 2025Q3: 136 shares; 2025Q4: 146 shares; 2026Q1: 101 shares; 2026Q2: 2,262 shares 2,262 $403K 0.05% +2,161 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: 1,832 shares; 2024Q4: 5,907 shares; 2025Q1: 5,906 shares; 2025Q2: 6,190 shares; 2025Q3: 5,673 shares; 2025Q4: 4,640 shares; 2026Q1: 3,994 shares; 2026Q2: 3,927 shares 3,927 $401K 0.05% -67 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,058 shares; 2024Q4: 7,396 shares; 2025Q1: 7,496 shares; 2025Q2: 12,592 shares; 2025Q3: 11,296 shares; 2025Q4: 11,296 shares; 2026Q1: 10,800 shares; 2026Q2: 10,792 shares 10,792 $397K 0.05% -8 Timeline AZN ASTRAZENECA PLC More: the full row for ASTRAZENECA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,089 shares; 2026Q2: 2,089 shares 2,089 $396K 0.05% 0 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 238 shares; 2024Q4: 279 shares; 2025Q1: 131 shares; 2025Q2: 510 shares; 2025Q3: 516 shares; 2025Q4: 769 shares; 2026Q1: 944 shares; 2026Q2: 935 shares 935 $393K 0.05% -9 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: 37 shares; 2024Q4: 394 shares; 2025Q1: 394 shares; 2025Q2: 398 shares; 2025Q3: 398 shares; 2025Q4: 394 shares; 2026Q1: 394 shares; 2026Q2: 394 shares 394 $385K 0.05% 0 Timeline DLTR DOLLAR TREE INC More: the full row for DOLLAR TREE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,835 shares; 2024Q4: 3,835 shares; 2025Q1: 3,904 shares; 2025Q2: 3,965 shares; 2025Q3: 3,965 shares; 2025Q4: 3,149 shares; 2026Q1: 3,149 shares; 2026Q2: 3,149 shares 3,149 $381K 0.05% 0 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30 shares; 2024Q4: 757 shares; 2025Q1: 740 shares; 2025Q2: 867 shares; 2025Q3: 856 shares; 2025Q4: 746 shares; 2026Q1: 746 shares; 2026Q2: 738 shares 738 $376K 0.05% -8 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: 4,226 shares; 2024Q4: 12,678 shares; 2025Q1: 12,678 shares; 2025Q2: 12,678 shares; 2025Q3: 12,678 shares; 2025Q4: 12,678 shares; 2026Q1: 12,678 shares; 2026Q2: 12,678 shares 12,678 $373K 0.05% 0 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,782 shares; 2024Q4: 10,808 shares; 2025Q1: 9,048 shares; 2025Q2: 10,443 shares; 2025Q3: 9,548 shares; 2025Q4: 9,788 shares; 2026Q1: 8,881 shares; 2026Q2: 8,598 shares 8,598 $364K 0.05% -283 Timeline ARCC ARES CAPITAL CORP More: the full row for ARES CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 26,051 shares; 2026Q1: 26,753 shares; 2026Q2: 19,458 shares 19,458 $361K 0.05% -7,295 Timeline IFLN 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: 20,500 shares; 2024Q4: 20,500 shares; 2025Q1: 20,500 shares; 2025Q2: 20,500 shares; 2025Q3: 19,639 shares; 2025Q4: 19,639 shares; 2026Q1: 19,639 shares; 2026Q2: 19,639 shares 19,639 $359K 0.05% 0 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11 shares; 2024Q4: 1,941 shares; 2025Q1: 1,418 shares; 2025Q2: 1,102 shares; 2025Q3: 1,064 shares; 2025Q4: 1,411 shares; 2026Q1: 1,391 shares; 2026Q2: 1,255 shares 1,255 $350K 0.05% -136 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,308 shares; 2024Q4: 5,106 shares; 2025Q1: 5,329 shares; 2025Q2: 7,575 shares; 2025Q3: 7,418 shares; 2025Q4: 4,820 shares; 2026Q1: 4,205 shares; 2026Q2: 4,197 shares 4,197 $345K 0.05% -8 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: 3,509 shares; 2024Q4: 3,337 shares; 2025Q1: 3,150 shares; 2025Q2: 2,740 shares; 2025Q3: 2,740 shares; 2025Q4: 2,705 shares; 2026Q1: 2,705 shares; 2026Q2: 2,705 shares 2,705 $342K 0.04% 0 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: 213 shares; 2024Q4: 211 shares; 2025Q1: 679 shares; 2025Q2: 2,319 shares; 2025Q3: 2,102 shares; 2025Q4: 1,273 shares; 2026Q1: 1,122 shares; 2026Q2: 1,141 shares 1,141 $340K 0.04% +19 Timeline JEPQ 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: 4,833 shares; 2025Q3: 4,833 shares; 2025Q4: 5,834 shares; 2026Q1: 6,338 shares; 2026Q2: 5,419 shares 5,419 $333K 0.04% -919 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: 1,574 shares; 2024Q4: 1,199 shares; 2025Q1: 1,275 shares; 2025Q2: 3,950 shares; 2025Q3: 3,950 shares; 2025Q4: 3,268 shares; 2026Q1: 3,268 shares; 2026Q2: 3,268 shares 3,268 $323K 0.04% 0 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,024 shares; 2024Q4: 4,032 shares; 2025Q1: 4,098 shares; 2025Q2: 4,284 shares; 2025Q3: 4,293 shares; 2025Q4: 4,127 shares; 2026Q1: 4,134 shares; 2026Q2: 3,851 shares 3,851 $322K 0.04% -283 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: 1,179 shares; 2024Q4: 3,277 shares; 2025Q1: 3,713 shares; 2025Q2: 10,709 shares; 2025Q3: 9,271 shares; 2025Q4: 8,151 shares; 2026Q1: 6,912 shares; 2026Q2: 6,678 shares 6,678 $320K 0.04% -234 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: 890 shares; 2024Q4: 8,605 shares; 2025Q1: 8,324 shares; 2025Q2: 10,628 shares; 2025Q3: 9,120 shares; 2025Q4: 8,239 shares; 2026Q1: 7,762 shares; 2026Q2: 5,577 shares 5,577 $318K 0.04% -2,185 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: 1,562 shares; 2024Q4: 1,562 shares; 2025Q1: 1,687 shares; 2025Q2: 1,644 shares; 2025Q3: 1,644 shares; 2025Q4: 1,651 shares; 2026Q1: 1,617 shares; 2026Q2: 1,718 shares 1,718 $317K 0.04% +101 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,503 shares; 2024Q4: 1,503 shares; 2025Q1: 1,514 shares; 2025Q2: 1,651 shares; 2025Q3: 1,548 shares; 2025Q4: 1,521 shares; 2026Q1: 1,426 shares; 2026Q2: 1,426 shares 1,426 $314K 0.04% 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: 271 shares; 2024Q4: 3,021 shares; 2025Q1: 3,479 shares; 2025Q2: 4,212 shares; 2025Q3: 3,683 shares; 2025Q4: 3,102 shares; 2026Q1: 2,948 shares; 2026Q2: 2,515 shares 2,515 $313K 0.04% -433 Timeline SRLN SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,700 shares; 2024Q4: 7,700 shares; 2025Q1: 7,700 shares; 2025Q2: 7,700 shares; 2025Q3: 7,700 shares; 2025Q4: 7,700 shares; 2026Q1: 7,700 shares; 2026Q2: 7,700 shares 7,700 $310K 0.04% 0 Timeline BEP BROOKFIELD RENEWABLE ENERGY More: the full row for BROOKFIELD RENEWABLE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,295 shares; 2024Q4: 8,866 shares; 2025Q1: 8,866 shares; 2025Q2: 8,866 shares; 2025Q3: 8,866 shares; 2025Q4: 8,866 shares; 2026Q1: 8,866 shares; 2026Q2: 8,866 shares 8,866 $308K 0.04% 0 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 584 shares; 2024Q4: 2,534 shares; 2025Q1: 2,475 shares; 2025Q2: 2,521 shares; 2025Q3: 2,452 shares; 2025Q4: 2,518 shares; 2026Q1: 2,233 shares; 2026Q2: 1,953 shares 1,953 $306K 0.04% -280 Timeline AKRE PROFESIONALLY MANAGED PORTFO More: the full row for PROFESIONALLY MANAGED PORTFO 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: 5,612 shares; 2026Q1: 5,562 shares; 2026Q2: 5,562 shares 5,562 $296K 0.04% 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: 2,219 shares; 2024Q4: 2,167 shares; 2025Q1: 2,167 shares; 2025Q2: 2,627 shares; 2025Q3: 2,627 shares; 2025Q4: 2,122 shares; 2026Q1: 1,967 shares; 2026Q2: 1,967 shares 1,967 $292K 0.04% 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: not reported; 2024Q4: not reported; 2025Q1: 400 shares; 2025Q2: 3,048 shares; 2025Q3: 2,400 shares; 2025Q4: 2,400 shares; 2026Q1: 2,400 shares; 2026Q2: 2,396 shares 2,396 $291K 0.04% -4 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 274 shares; 2025Q2: 1,474 shares; 2025Q3: 1,262 shares; 2025Q4: 817 shares; 2026Q1: 817 shares; 2026Q2: 815 shares 815 $289K 0.04% -2 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,020 shares; 2025Q1: 2,157 shares; 2025Q2: 2,352 shares; 2025Q3: 2,274 shares; 2025Q4: 1,714 shares; 2026Q1: 1,714 shares; 2026Q2: 1,672 shares 1,672 $284K 0.04% -42 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: 808 shares; 2024Q4: 808 shares; 2025Q1: 787 shares; 2025Q2: 816 shares; 2025Q3: 763 shares; 2025Q4: 723 shares; 2026Q1: 723 shares; 2026Q2: 734 shares 734 $274K 0.04% +11 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: 5,033 shares; 2024Q4: 5,037 shares; 2025Q1: 5,246 shares; 2025Q2: 5,994 shares; 2025Q3: 5,168 shares; 2025Q4: 5,006 shares; 2026Q1: 3,812 shares; 2026Q2: 3,653 shares 3,653 $268K 0.04% -159 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: 2,478 shares; 2024Q4: 2,478 shares; 2025Q1: 2,478 shares; 2025Q2: 2,680 shares; 2025Q3: 2,579 shares; 2025Q4: 2,579 shares; 2026Q1: 2,579 shares; 2026Q2: 2,579 shares 2,579 $268K 0.04% 0 Timeline ARKF ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,722 shares; 2024Q4: 6,722 shares; 2025Q1: 6,722 shares; 2025Q2: 6,722 shares; 2025Q3: 6,722 shares; 2025Q4: 6,725 shares; 2026Q1: 6,725 shares; 2026Q2: 6,725 shares 6,725 $265K 0.03% 0 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,947 shares; 2024Q4: 15,866 shares; 2025Q1: 18,616 shares; 2025Q2: 18,503 shares; 2025Q3: 18,642 shares; 2025Q4: 18,643 shares; 2026Q1: 18,766 shares; 2026Q2: 18,866 shares 18,866 $262K 0.03% +100 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: 4,500 shares; 2024Q4: 3,830 shares; 2025Q1: 3,830 shares; 2025Q2: 3,830 shares; 2025Q3: 3,830 shares; 2025Q4: 3,830 shares; 2026Q1: 3,830 shares; 2026Q2: 3,830 shares 3,830 $262K 0.03% 0 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 704 shares; 2024Q4: 705 shares; 2025Q1: 846 shares; 2025Q2: 862 shares; 2025Q3: 1,097 shares; 2025Q4: 1,047 shares; 2026Q1: 989 shares; 2026Q2: 982 shares 982 $256K 0.03% -7 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,806 shares; 2024Q4: 1,824 shares; 2025Q1: 1,836 shares; 2025Q2: 1,851 shares; 2025Q3: 1,865 shares; 2025Q4: 1,865 shares; 2026Q1: 1,865 shares; 2026Q2: 9,325 shares 9,325 $256K 0.03% +7,460 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: 1,108 shares; 2024Q4: 1,112 shares; 2025Q1: 1,116 shares; 2025Q2: 276 shares; 2025Q3: 277 shares; 2025Q4: 574 shares; 2026Q1: 574 shares; 2026Q2: 583 shares 583 $251K 0.03% +9 Timeline AVAV AEROVIRONMENT INC More: the full row for AEROVIRONMENT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,500 shares; 2024Q4: 1,500 shares; 2025Q1: 1,500 shares; 2025Q2: 1,516 shares; 2025Q3: 1,516 shares; 2025Q4: 1,500 shares; 2026Q1: 1,500 shares; 2026Q2: 1,500 shares 1,500 $248K 0.03% 0 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: 627 shares; 2024Q4: 627 shares; 2025Q1: 627 shares; 2025Q2: 627 shares; 2025Q3: 644 shares; 2025Q4: 624 shares; 2026Q1: 714 shares; 2026Q2: 664 shares 664 $245K 0.03% -50 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: 672 shares; 2024Q4: 672 shares; 2025Q1: 703 shares; 2025Q2: 807 shares; 2025Q3: 757 shares; 2025Q4: 763 shares; 2026Q1: 757 shares; 2026Q2: 755 shares 755 $238K 0.03% -2 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,303 shares; 2024Q4: 1,309 shares; 2025Q1: 1,406 shares; 2025Q2: 1,676 shares; 2025Q3: 1,676 shares; 2025Q4: 1,650 shares; 2026Q1: 1,650 shares; 2026Q2: 1,650 shares 1,650 $236K 0.03% 0 Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,126 shares; 2024Q4: 2,132 shares; 2025Q1: 2,356 shares; 2025Q2: 2,978 shares; 2025Q3: 2,591 shares; 2025Q4: 2,551 shares; 2026Q1: 2,573 shares; 2026Q2: 2,571 shares 2,571 $234K 0.03% -2 Timeline FLTB FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,650 shares; 2025Q4: 4,650 shares; 2026Q1: 4,650 shares; 2026Q2: 4,650 shares 4,650 $233K 0.03% 0 Timeline AEE AMEREN CORP More: the full row for AMEREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,053 shares; 2024Q4: 2,053 shares; 2025Q1: 2,053 shares; 2025Q2: 2,061 shares; 2025Q3: 2,061 shares; 2025Q4: 2,053 shares; 2026Q1: 2,053 shares; 2026Q2: 2,053 shares 2,053 $232K 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: 3,113 shares; 2024Q4: 2,659 shares; 2025Q1: 2,792 shares; 2025Q2: 2,823 shares; 2025Q3: 2,776 shares; 2025Q4: 2,515 shares; 2026Q1: 2,632 shares; 2026Q2: 2,636 shares 2,636 $229K 0.03% +4 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: 1,670 shares; 2024Q4: 1,614 shares; 2025Q1: 1,614 shares; 2025Q2: 1,886 shares; 2025Q3: 6,793 shares; 2025Q4: 6,784 shares; 2026Q1: 6,223 shares; 2026Q2: 1,046 shares 1,046 $228K 0.03% -5,177 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: 2,331 shares; 2024Q4: 2,331 shares; 2025Q1: 2,331 shares; 2025Q2: 4,351 shares; 2025Q3: 3,567 shares; 2025Q4: 3,381 shares; 2026Q1: 2,252 shares; 2026Q2: 2,361 shares 2,361 $228K 0.03% +109 Timeline FDHY FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 155 shares; 2025Q3: 3,343 shares; 2025Q4: 4,614 shares; 2026Q1: 4,614 shares; 2026Q2: 4,614 shares 4,614 $226K 0.03% 0 Timeline ALAB ASTERA LABS INC More: the full row for ASTERA LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1 shares; 2025Q2: 462 shares; 2025Q3: 463 shares; 2025Q4: 462 shares; 2026Q1: 462 shares; 2026Q2: 463 shares 463 $224K 0.03% +1 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: 2,614 shares; 2024Q4: 2,614 shares; 2025Q1: 2,346 shares; 2025Q2: 2,765 shares; 2025Q3: 2,615 shares; 2025Q4: 2,580 shares; 2026Q1: 2,438 shares; 2026Q2: 2,434 shares 2,434 $223K 0.03% -4 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: 444 shares; 2024Q4: 444 shares; 2025Q1: 1,010 shares; 2025Q2: 1,551 shares; 2025Q3: 985 shares; 2025Q4: 1,101 shares; 2026Q1: 1,060 shares; 2026Q2: 995 shares 995 $217K 0.03% -65 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 15 shares; 2025Q3: 258 shares; 2025Q4: 173 shares; 2026Q1: 3,330 shares; 2026Q2: 2,698 shares 2,698 $213K 0.03% -632 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: 11,151 shares; 2026Q1: 10,719 shares; 2026Q2: 10,351 shares 10,351 $211K 0.03% -368 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: 12,196 shares; 2026Q1: 11,714 shares; 2026Q2: 11,312 shares 11,312 $210K 0.03% -402 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: 13,567 shares; 2026Q1: 13,041 shares; 2026Q2: 12,594 shares 12,594 $210K 0.03% -447 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: 241 shares; 2024Q4: 241 shares; 2025Q1: 241 shares; 2025Q2: 946 shares; 2025Q3: 946 shares; 2025Q4: 946 shares; 2026Q1: 946 shares; 2026Q2: 946 shares 946 $209K 0.03% 0 Timeline BSCX 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: 10,700 shares; 2026Q1: 10,274 shares; 2026Q2: 9,921 shares 9,921 $209K 0.03% -353 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: 8 shares; 2024Q4: not reported; 2025Q1: 470 shares; 2025Q2: 1,880 shares; 2025Q3: 1,217 shares; 2025Q4: 1,352 shares; 2026Q1: 1,398 shares; 2026Q2: 1,367 shares 1,367 $200K 0.03% -31 Timeline DGX QUEST DIAGNOSTICS INC More: the full row for QUEST DIAGNOSTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 705 shares; 2024Q4: 705 shares; 2025Q1: 727 shares; 2025Q2: 947 shares; 2025Q3: 948 shares; 2025Q4: 928 shares; 2026Q1: 937 shares; 2026Q2: 944 shares 944 $200K 0.03% +7 Timeline DSI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,877 shares; 2024Q4: 1,877 shares; 2025Q1: 1,403 shares; 2025Q2: 1,403 shares; 2025Q3: 1,403 shares; 2025Q4: 1,403 shares; 2026Q1: 1,403 shares; 2026Q2: 1,403 shares 1,403 $200K 0.03% 0 Timeline MOG-A MOOG INC More: the full row for MOOG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 545 shares; 2024Q4: 546 shares; 2025Q1: 547 shares; 2025Q2: 563 shares; 2025Q3: 564 shares; 2025Q4: 468 shares; 2026Q1: 468 shares; 2026Q2: 469 shares 469 $199K 0.03% +1 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: 695 shares; 2024Q4: 695 shares; 2025Q1: 695 shares; 2025Q2: 871 shares; 2025Q3: 871 shares; 2025Q4: 871 shares; 2026Q1: 871 shares; 2026Q2: 871 shares 871 $198K 0.03% 0 Timeline OGS ONE GAS INC More: the full row for ONE GAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,376 shares; 2024Q4: 2,376 shares; 2025Q1: 2,376 shares; 2025Q2: 2,376 shares; 2025Q3: 2,376 shares; 2025Q4: 2,415 shares; 2026Q1: 2,438 shares; 2026Q2: 2,561 shares 2,561 $197K 0.03% +123 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,439 shares; 2024Q4: 5,756 shares; 2025Q1: 5,756 shares; 2025Q2: 5,756 shares; 2025Q3: 5,756 shares; 2025Q4: 5,756 shares; 2026Q1: 5,756 shares; 2026Q2: 5,756 shares 5,756 $195K 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: 2,300 shares; 2024Q4: 1,300 shares; 2025Q1: 1,300 shares; 2025Q2: 1,800 shares; 2025Q3: 1,550 shares; 2025Q4: 1,550 shares; 2026Q1: 1,550 shares; 2026Q2: 1,547 shares 1,547 $188K 0.02% -3 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,754 shares; 2024Q4: 1,757 shares; 2025Q1: 1,770 shares; 2025Q2: 1,968 shares; 2025Q3: 1,914 shares; 2025Q4: 1,892 shares; 2026Q1: 1,894 shares; 2026Q2: 1,151 shares 1,151 $186K 0.02% -743 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: 4,998 shares; 2024Q4: 4,998 shares; 2025Q1: 5,485 shares; 2025Q2: 5,000 shares; 2025Q3: 5,370 shares; 2025Q4: 5,370 shares; 2026Q1: 5,492 shares; 2026Q2: 5,418 shares 5,418 $184K 0.02% -74 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,560 shares; 2024Q4: 1,560 shares; 2025Q1: 2,307 shares; 2025Q2: 1,560 shares; 2025Q3: 1,560 shares; 2025Q4: 1,560 shares; 2026Q1: 1,560 shares; 2026Q2: 1,560 shares 1,560 $183K 0.02% 0 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 17 shares; 2025Q2: 32 shares; 2025Q3: 32 shares; 2025Q4: 205 shares; 2026Q1: 238 shares; 2026Q2: 239 shares 239 $182K 0.02% +1 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,958 shares; 2024Q4: 3,958 shares; 2025Q1: 4,158 shares; 2025Q2: 4,105 shares; 2025Q3: 3,981 shares; 2025Q4: 3,369 shares; 2026Q1: 3,045 shares; 2026Q2: 3,090 shares 3,090 $179K 0.02% +45 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,622 shares; 2025Q3: 1,066 shares; 2025Q4: 871 shares; 2026Q1: 811 shares; 2026Q2: 811 shares 811 $178K 0.02% 0 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 125 shares; 2024Q4: 125 shares; 2025Q1: 125 shares; 2025Q2: 128 shares; 2025Q3: 128 shares; 2025Q4: 125 shares; 2026Q1: 128 shares; 2026Q2: 129 shares 129 $175K 0.02% +1 Timeline GSAT GLOBALSTAR INC More: the full row for GLOBALSTAR 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: 1,765 shares; 2025Q4: 2,131 shares; 2026Q1: 2,131 shares; 2026Q2: 2,131 shares 2,131 $173K 0.02% 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: 20 shares; 2024Q4: 20 shares; 2025Q1: 108 shares; 2025Q2: 105 shares; 2025Q3: 80 shares; 2025Q4: 70 shares; 2026Q1: 65 shares; 2026Q2: 570 shares 570 $172K 0.02% +505 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 258 shares; 2025Q1: 258 shares; 2025Q2: 130 shares; 2025Q3: 113 shares; 2025Q4: 135 shares; 2026Q1: 113 shares; 2026Q2: 86 shares 86 $171K 0.02% -27 Timeline IHI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,400 shares; 2024Q4: 3,400 shares; 2025Q1: 3,400 shares; 2025Q2: 3,400 shares; 2025Q3: 3,400 shares; 2025Q4: 3,400 shares; 2026Q1: 3,400 shares; 2026Q2: 3,400 shares 3,400 $168K 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: 1,168 shares; 2024Q4: 1,168 shares; 2025Q1: 1,168 shares; 2025Q2: 1,168 shares; 2025Q3: 1,168 shares; 2025Q4: 1,168 shares; 2026Q1: 1,168 shares; 2026Q2: 1,168 shares 1,168 $161K 0.02% 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: not reported; 2025Q2: 1,636 shares; 2025Q3: 2,180 shares; 2025Q4: 2,729 shares; 2026Q1: 3,425 shares; 2026Q2: 3,846 shares 3,846 $159K 0.02% +421 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: 429 shares; 2024Q4: 429 shares; 2025Q1: 700 shares; 2025Q2: 689 shares; 2025Q3: 545 shares; 2025Q4: 3,497 shares; 2026Q1: 3,016 shares; 2026Q2: 2,187 shares 2,187 $157K 0.02% -829 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: not reported; 2024Q4: 111 shares; 2025Q1: 756 shares; 2025Q2: 852 shares; 2025Q3: 873 shares; 2025Q4: 1,278 shares; 2026Q1: 1,330 shares; 2026Q2: 1,337 shares 1,337 $156K 0.02% +7 Timeline VLUE 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: 780 shares; 2025Q3: 780 shares; 2025Q4: 780 shares; 2026Q1: 780 shares; 2026Q2: 780 shares 780 $156K 0.02% 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: 3,100 shares; 2024Q4: 3,049 shares; 2025Q1: 3,024 shares; 2025Q2: 3,149 shares; 2025Q3: 3,220 shares; 2025Q4: 3,166 shares; 2026Q1: 3,166 shares; 2026Q2: 3,166 shares 3,166 $155K 0.02% 0 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,721 shares; 2024Q4: 14,968 shares; 2025Q1: 15,199 shares; 2025Q2: 15,150 shares; 2025Q3: 15,007 shares; 2025Q4: 14,295 shares; 2026Q1: 14,373 shares; 2026Q2: 696 shares 696 $155K 0.02% -13,677 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: 137 shares; 2024Q4: 132 shares; 2025Q1: 132 shares; 2025Q2: 132 shares; 2025Q3: 105 shares; 2025Q4: 280 shares; 2026Q1: 176 shares; 2026Q2: 200 shares 200 $149K 0.02% +24 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: 8,454 shares; 2024Q4: 8,444 shares; 2025Q1: 8,878 shares; 2025Q2: 11,306 shares; 2025Q3: 10,635 shares; 2025Q4: 7,756 shares; 2026Q1: 7,756 shares; 2026Q2: 7,199 shares 7,199 $149K 0.02% -557 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: 314 shares; 2024Q4: 246 shares; 2025Q1: 246 shares; 2025Q2: 234 shares; 2025Q3: 234 shares; 2025Q4: 284 shares; 2026Q1: 284 shares; 2026Q2: 1,674 shares 1,674 $144K 0.02% +1,390 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: not reported; 2024Q4: 1,200 shares; 2025Q1: 1,078 shares; 2025Q2: 738 shares; 2025Q3: 738 shares; 2025Q4: 693 shares; 2026Q1: 693 shares; 2026Q2: 683 shares 683 $143K 0.02% -10 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 920 shares; 2024Q4: 920 shares; 2025Q1: 920 shares; 2025Q2: 920 shares; 2025Q3: 920 shares; 2025Q4: 920 shares; 2026Q1: 920 shares; 2026Q2: 920 shares 920 $136K 0.02% 0 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,723 shares; 2024Q4: 2,733 shares; 2025Q1: 2,745 shares; 2025Q2: 2,834 shares; 2025Q3: 2,914 shares; 2025Q4: 2,842 shares; 2026Q1: 2,842 shares; 2026Q2: 2,842 shares 2,842 $135K 0.02% 0 Timeline DWX 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: 3,000 shares; 2024Q4: 3,000 shares; 2025Q1: 3,000 shares; 2025Q2: 3,000 shares; 2025Q3: 2,907 shares; 2025Q4: 2,907 shares; 2026Q1: 2,907 shares; 2026Q2: 2,907 shares 2,907 $134K 0.02% 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: 5,844 shares; 2024Q4: 5,837 shares; 2025Q1: 6,142 shares; 2025Q2: 7,074 shares; 2025Q3: 7,191 shares; 2025Q4: 6,404 shares; 2026Q1: 6,385 shares; 2026Q2: 5,406 shares 5,406 $133K 0.02% -979 Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,983 shares; 2024Q4: 2,983 shares; 2025Q1: 3,748 shares; 2025Q2: 3,215 shares; 2025Q3: 3,189 shares; 2025Q4: 2,798 shares; 2026Q1: 2,802 shares; 2026Q2: 3,201 shares 3,201 $132K 0.02% +399 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 827 shares; 2024Q4: 827 shares; 2025Q1: 827 shares; 2025Q2: 856 shares; 2025Q3: 1,301 shares; 2025Q4: 1,272 shares; 2026Q1: 1,272 shares; 2026Q2: 1,272 shares 1,272 $132K 0.02% 0 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 311 shares; 2024Q4: 311 shares; 2025Q1: 311 shares; 2025Q2: 752 shares; 2025Q3: 715 shares; 2025Q4: 468 shares; 2026Q1: 405 shares; 2026Q2: 437 shares 437 $128K 0.02% +32 Timeline SYF SYNCHRONY FINANCIAL More: the full row for SYNCHRONY FINANCIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,609 shares; 2024Q4: 2,609 shares; 2025Q1: 2,609 shares; 2025Q2: 3,887 shares; 2025Q3: 3,122 shares; 2025Q4: 3,023 shares; 2026Q1: 1,682 shares; 2026Q2: 1,682 shares 1,682 $128K 0.02% 0 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: 135 shares; 2024Q4: 135 shares; 2025Q1: 1,334 shares; 2025Q2: 1,537 shares; 2025Q3: 1,413 shares; 2025Q4: 1,413 shares; 2026Q1: 1,544 shares; 2026Q2: 1,544 shares 1,544 $128K 0.02% 0 Timeline DTD 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: 1,369 shares; 2025Q3: 1,369 shares; 2025Q4: 1,367 shares; 2026Q1: 1,367 shares; 2026Q2: 1,367 shares 1,367 $127K 0.02% 0 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,191 shares; 2024Q4: 3,483 shares; 2025Q1: 3,483 shares; 2025Q2: 3,483 shares; 2025Q3: 3,483 shares; 2025Q4: 3,483 shares; 2026Q1: 3,483 shares; 2026Q2: 3,483 shares 3,483 $126K 0.02% 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,673 shares 1,673 $125K 0.02% new Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 34 shares; 2024Q4: 30 shares; 2025Q1: 480 shares; 2025Q2: 795 shares; 2025Q3: 840 shares; 2025Q4: 593 shares; 2026Q1: 668 shares; 2026Q2: 751 shares 751 $125K 0.02% +83 Timeline PRMB PRIMO BRANDS CORPORATION More: the full row for PRIMO BRANDS CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 5,000 shares; 2025Q1: 5,000 shares; 2025Q2: 5,000 shares; 2025Q3: 5,244 shares; 2025Q4: 5,249 shares; 2026Q1: 5,330 shares; 2026Q2: 5,037 shares 5,037 $123K 0.02% -293 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,442 shares; 2025Q3: 3,221 shares; 2025Q4: 3,221 shares; 2026Q1: 2,843 shares; 2026Q2: 2,421 shares 2,421 $122K 0.02% -422 Timeline DGRW 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: 1,267 shares; 2025Q3: 1,267 shares; 2025Q4: 1,266 shares; 2026Q1: 1,266 shares; 2026Q2: 1,266 shares 1,266 $121K 0.02% 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: 330 shares; 2025Q1: 448 shares; 2025Q2: 400 shares; 2025Q3: 280 shares; 2025Q4: 261 shares; 2026Q1: 266 shares; 2026Q2: 278 shares 278 $120K 0.02% +12 Timeline WDFC WD 40 CO More: the full row for WD 40 CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 777 shares; 2024Q4: 777 shares; 2025Q1: 777 shares; 2025Q2: 784 shares; 2025Q3: 784 shares; 2025Q4: 492 shares; 2026Q1: 492 shares; 2026Q2: 492 shares 492 $120K 0.02% 0 Timeline EMLP 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: 600 shares; 2025Q2: 3,372 shares; 2025Q3: 3,000 shares; 2025Q4: 3,000 shares; 2026Q1: 2,628 shares; 2026Q2: 2,628 shares 2,628 $114K 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: 21 shares; 2025Q2: 9 shares; 2025Q3: 9 shares; 2025Q4: 3 shares; 2026Q1: 14 shares; 2026Q2: 50 shares 50 $114K 0.01% +36 Timeline SCHC SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,100 shares; 2024Q4: 3,100 shares; 2025Q1: 3,100 shares; 2025Q2: 3,100 shares; 2025Q3: 3,012 shares; 2025Q4: 2,361 shares; 2026Q1: 2,361 shares; 2026Q2: 2,361 shares 2,361 $114K 0.01% 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: 250 shares; 2024Q4: 250 shares; 2025Q1: 336 shares; 2025Q2: 438 shares; 2025Q3: 660 shares; 2025Q4: 660 shares; 2026Q1: 660 shares; 2026Q2: 660 shares 660 $112K 0.01% 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: 1,431 shares; 2024Q4: 1,431 shares; 2025Q1: 1,300 shares; 2025Q2: 2,366 shares; 2025Q3: 1,716 shares; 2025Q4: 1,603 shares; 2026Q1: 1,603 shares; 2026Q2: 1,340 shares 1,340 $111K 0.01% -263 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: 964 shares; 2024Q4: 1,094 shares; 2025Q1: 270 shares; 2025Q2: 583 shares; 2025Q3: 552 shares; 2025Q4: 375 shares; 2026Q1: 305 shares; 2026Q2: 305 shares 305 $110K 0.01% 0 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 278 shares; 2024Q4: 278 shares; 2025Q1: 278 shares; 2025Q2: 659 shares; 2025Q3: 659 shares; 2025Q4: 659 shares; 2026Q1: 659 shares; 2026Q2: 659 shares 659 $108K 0.01% 0 Timeline PCAR PACCAR INC More: the full row for PACCAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 110 shares; 2025Q2: 922 shares; 2025Q3: 888 shares; 2025Q4: 883 shares; 2026Q1: 883 shares; 2026Q2: 883 shares 883 $106K 0.01% 0 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 260 shares; 2024Q4: 260 shares; 2025Q1: 260 shares; 2025Q2: 278 shares; 2025Q3: 275 shares; 2025Q4: 260 shares; 2026Q1: 260 shares; 2026Q2: 260 shares 260 $103K 0.01% 0 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 416 shares; 2025Q3: 650 shares; 2025Q4: 1,037 shares; 2026Q1: 1,273 shares; 2026Q2: 1,169 shares 1,169 $103K 0.01% -104 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: 594 shares 594 $101K 0.01% new Timeline FICO FAIR ISAAC CORP More: the full row for FAIR ISAAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10 shares; 2025Q3: 10 shares; 2025Q4: 307 shares; 2026Q1: 185 shares; 2026Q2: 84 shares 84 $100K 0.01% -101 Timeline TDG TRANSDIGM GROUP INC More: the full row for TRANSDIGM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 72 shares; 2024Q4: 72 shares; 2025Q1: 73 shares; 2025Q2: 99 shares; 2025Q3: 98 shares; 2025Q4: 73 shares; 2026Q1: 73 shares; 2026Q2: 75 shares 75 $99.9K 0.01% +2 Timeline IRDM IRIDIUM COMMUNICATIONS INC More: the full row for IRIDIUM COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 66 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,812 shares 1,812 $99.4K 0.01% new 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: 1,890 shares; 2024Q4: 1,890 shares; 2025Q1: 1,958 shares; 2025Q2: 2,312 shares; 2025Q3: 2,312 shares; 2025Q4: 2,257 shares; 2026Q1: 707 shares; 2026Q2: 707 shares 707 $99K 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: 650 shares 650 $98.2K 0.01% new Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 103 shares; 2025Q2: 850 shares; 2025Q3: 850 shares; 2025Q4: 850 shares; 2026Q1: 850 shares; 2026Q2: 850 shares 850 $97.6K 0.01% 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: 541 shares; 2024Q4: 541 shares; 2025Q1: 579 shares; 2025Q2: 709 shares; 2025Q3: 709 shares; 2025Q4: 661 shares; 2026Q1: 661 shares; 2026Q2: 661 shares 661 $95.6K 0.01% 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: 1,482 shares; 2026Q1: 1,257 shares; 2026Q2: 1,059 shares 1,059 $93.8K 0.01% -198 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: 754 shares; 2024Q4: 133 shares; 2025Q1: 172 shares; 2025Q2: 263 shares; 2025Q3: 253 shares; 2025Q4: 258 shares; 2026Q1: 233 shares; 2026Q2: 239 shares 239 $92.4K 0.01% +6 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: 1,742 shares; 2025Q3: 1,017 shares; 2025Q4: 1,099 shares; 2026Q1: 1,103 shares; 2026Q2: 952 shares 952 $91.7K 0.01% -151 Timeline AES AES CORP More: the full row for AES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,659 shares; 2024Q4: 18,120 shares; 2025Q1: 17,902 shares; 2025Q2: 18,344 shares; 2025Q3: 17,519 shares; 2025Q4: 17,320 shares; 2026Q1: 6,503 shares; 2026Q2: 6,180 shares 6,180 $90.6K 0.01% -323 Timeline STWD STARWOOD PPTY TR INC More: the full row for STARWOOD PPTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,229 shares; 2024Q4: 11,229 shares; 2025Q1: 11,964 shares; 2025Q2: 11,507 shares; 2025Q3: 11,545 shares; 2025Q4: 11,229 shares; 2026Q1: 5,494 shares; 2026Q2: 5,494 shares 5,494 $90K 0.01% 0 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 118 shares; 2024Q4: 118 shares; 2025Q1: 118 shares; 2025Q2: 428 shares; 2025Q3: 326 shares; 2025Q4: 218 shares; 2026Q1: 218 shares; 2026Q2: 217 shares 217 $88.4K 0.01% -1 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: 356 shares; 2024Q4: 356 shares; 2025Q1: 356 shares; 2025Q2: 356 shares; 2025Q3: 356 shares; 2025Q4: 356 shares; 2026Q1: 356 shares; 2026Q2: 356 shares 356 $87.7K 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: 522 shares; 2024Q4: 522 shares; 2025Q1: 567 shares; 2025Q2: 592 shares; 2025Q3: 559 shares; 2025Q4: 690 shares; 2026Q1: 667 shares; 2026Q2: 522 shares 522 $87.6K 0.01% -145 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: 560 shares; 2024Q4: 560 shares; 2025Q1: 560 shares; 2025Q2: 560 shares; 2025Q3: 1,643 shares; 2025Q4: 1,643 shares; 2026Q1: 1,643 shares; 2026Q2: 560 shares 560 $87.5K 0.01% -1,083 Timeline OLED UNIVERSAL DISPLAY CORP More: the full row for UNIVERSAL DISPLAY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,125 shares; 2024Q4: 1,000 shares; 2025Q1: 1,026 shares; 2025Q2: 1,016 shares; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares; 2026Q1: 1,000 shares; 2026Q2: 1,000 shares 1,000 $86.6K 0.01% 0 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 520 shares; 2025Q1: 720 shares; 2025Q2: 820 shares; 2025Q3: 696 shares; 2025Q4: 696 shares; 2026Q1: 550 shares; 2026Q2: 550 shares 550 $86.2K 0.01% 0 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12 shares; 2025Q2: 16 shares; 2025Q3: 16 shares; 2025Q4: 26 shares; 2026Q1: 26 shares; 2026Q2: 26 shares 26 $83.1K 0.01% 0 Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,424 shares; 2025Q3: 762 shares; 2025Q4: 747 shares; 2026Q1: 1,739 shares; 2026Q2: 1,600 shares 1,600 $82.8K 0.01% -139 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 288 shares; 2025Q2: 514 shares; 2025Q3: 536 shares; 2025Q4: 474 shares; 2026Q1: 553 shares; 2026Q2: 535 shares 535 $82.2K 0.01% -18 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: 692 shares; 2024Q4: 692 shares; 2025Q1: 692 shares; 2025Q2: 1,064 shares; 2025Q3: 1,064 shares; 2025Q4: 1,064 shares; 2026Q1: 1,064 shares; 2026Q2: 844 shares 844 $81.4K 0.01% -220 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 450 shares; 2024Q4: 450 shares; 2025Q1: 472 shares; 2025Q2: 468 shares; 2025Q3: 471 shares; 2025Q4: 511 shares; 2026Q1: 503 shares; 2026Q2: 500 shares 500 $79.9K 0.01% -3 Timeline ESS ESSEX PPTY TR INC More: the full row for ESSEX PPTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 297 shares; 2024Q4: 297 shares; 2025Q1: 297 shares; 2025Q2: 297 shares; 2025Q3: 297 shares; 2025Q4: 297 shares; 2026Q1: 297 shares; 2026Q2: 269 shares 269 $78.4K 0.01% -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: 19,972 shares; 2024Q4: 19,856 shares; 2025Q1: 10,506 shares; 2025Q2: 10,839 shares; 2025Q3: 1,246 shares; 2025Q4: 1,206 shares; 2026Q1: 1,184 shares; 2026Q2: 996 shares 996 $77.9K 0.01% -188 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: 549 shares; 2024Q4: 549 shares; 2025Q1: 537 shares; 2025Q2: 854 shares; 2025Q3: 722 shares; 2025Q4: 709 shares; 2026Q1: 333 shares; 2026Q2: 325 shares 325 $76.9K 0.01% -8 Timeline SPTL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 256 shares; 2024Q4: 4,517 shares; 2025Q1: 6,612 shares; 2025Q2: 3,036 shares; 2025Q3: 3,036 shares; 2025Q4: 3,036 shares; 2026Q1: 3,012 shares; 2026Q2: 2,904 shares 2,904 $76.2K 0.01% -108 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: 500 shares; 2024Q4: 500 shares; 2025Q1: 767 shares; 2025Q2: 792 shares; 2025Q3: 779 shares; 2025Q4: 734 shares; 2026Q1: 734 shares; 2026Q2: 734 shares 734 $75.9K 0.01% 0 Timeline IFRA 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: 1,200 shares; 2025Q2: 1,200 shares; 2025Q3: 1,200 shares; 2025Q4: 1,200 shares; 2026Q1: 1,200 shares; 2026Q2: 1,200 shares 1,200 $75.6K 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: 1,054 shares; 2024Q4: 1,064 shares; 2025Q1: 1,575 shares; 2025Q2: 1,637 shares; 2025Q3: 1,647 shares; 2025Q4: 1,591 shares; 2026Q1: 1,591 shares; 2026Q2: 1,591 shares 1,591 $74.2K 0.01% 0 Timeline ENTA ENANTA PHARMACEUTICALS INC More: the full row for ENANTA PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,064 shares; 2024Q4: 5,064 shares; 2025Q1: 5,064 shares; 2025Q2: 5,064 shares; 2025Q3: 5,064 shares; 2025Q4: 5,064 shares; 2026Q1: 5,064 shares; 2026Q2: 5,064 shares 5,064 $73.8K 0.01% 0 Timeline IRT INDEPENDENCE RLTY TR INC More: the full row for INDEPENDENCE RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,359 shares; 2024Q4: 4,359 shares; 2025Q1: 4,463 shares; 2025Q2: 4,359 shares; 2025Q3: 4,507 shares; 2025Q4: 5,098 shares; 2026Q1: 4,663 shares; 2026Q2: 4,359 shares 4,359 $72.8K 0.01% -304 Timeline JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 80 shares; 2025Q2: 2,180 shares; 2025Q3: 1,494 shares; 2025Q4: 1,438 shares; 2026Q1: 1,438 shares; 2026Q2: 1,438 shares 1,438 $72.6K 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: 475 shares; 2024Q4: 475 shares; 2025Q1: 475 shares; 2025Q2: 475 shares; 2025Q3: 475 shares; 2025Q4: 475 shares; 2026Q1: 475 shares; 2026Q2: 475 shares 475 $72.3K 0.01% 0 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 653 shares; 2024Q4: 653 shares; 2025Q1: 653 shares; 2025Q2: 683 shares; 2025Q3: 644 shares; 2025Q4: 614 shares; 2026Q1: 614 shares; 2026Q2: 614 shares 614 $72.2K 0.01% 0 Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,677 shares; 2025Q1: 3,677 shares; 2025Q2: 4,256 shares; 2025Q3: 3,547 shares; 2025Q4: 579 shares; 2026Q1: 579 shares; 2026Q2: 579 shares 579 $72.2K 0.01% 0 Timeline ACWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 935 shares; 2025Q3: 935 shares; 2025Q4: 935 shares; 2026Q1: 935 shares; 2026Q2: 935 shares 935 $71.2K 0.01% 0 Timeline XOVR ENTREPRENEURSHARES SERIES TR More: the full row for ENTREPRENEURSHARES SERIES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,375 shares 3,375 $71K 0.01% new Timeline SPSM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 240 shares; 2025Q3: 793 shares; 2025Q4: 1,192 shares; 2026Q1: 834 shares; 2026Q2: 1,213 shares 1,213 $70K 0.01% +379 Timeline IQLT 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: 1,410 shares; 2025Q3: 1,410 shares; 2025Q4: 1,410 shares; 2026Q1: 1,410 shares; 2026Q2: 1,410 shares 1,410 $69.9K 0.01% 0 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: 3,708 shares; 2024Q4: 3,720 shares; 2025Q1: 2,718 shares; 2025Q2: 3,311 shares; 2025Q3: 2,713 shares; 2025Q4: 2,437 shares; 2026Q1: 2,423 shares; 2026Q2: 1,212 shares 1,212 $69.8K 0.01% -1,211 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: not reported; 2024Q4: not reported; 2025Q1: 1,393 shares; 2025Q2: 2,578 shares; 2025Q3: 2,269 shares; 2025Q4: 2,181 shares; 2026Q1: 2,181 shares; 2026Q2: 2,181 shares 2,181 $69.7K 0.01% 0 Timeline ITT ITT INC More: the full row for ITT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 250 shares; 2024Q4: 250 shares; 2025Q1: 250 shares; 2025Q2: 350 shares; 2025Q3: 350 shares; 2025Q4: 350 shares; 2026Q1: 350 shares; 2026Q2: 350 shares 350 $69.2K 0.01% 0 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,164 shares; 2024Q4: 1,176 shares; 2025Q1: 1,389 shares; 2025Q2: 1,527 shares; 2025Q3: 1,416 shares; 2025Q4: 1,428 shares; 2026Q1: 1,304 shares; 2026Q2: 1,304 shares 1,304 $68.4K 0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: 152 shares; 2025Q2: 7 shares; 2025Q3: 96 shares; 2025Q4: 124 shares; 2026Q1: 129 shares; 2026Q2: 229 shares 229 $68.2K 0.01% +100 Timeline A AGILENT TECHNOLOGIES INC More: the full row for AGILENT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 235 shares; 2024Q4: 235 shares; 2025Q1: 272 shares; 2025Q2: 894 shares; 2025Q3: 567 shares; 2025Q4: 545 shares; 2026Q1: 545 shares; 2026Q2: 512 shares 512 $68K 0.01% -33 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: 2,000 shares; 2024Q4: 2,000 shares; 2025Q1: 2,000 shares; 2025Q2: 2,100 shares; 2025Q3: 2,100 shares; 2025Q4: 2,000 shares; 2026Q1: 2,000 shares; 2026Q2: 2,000 shares 2,000 $68K 0.01% 0 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 68 shares; 2025Q3: 68 shares; 2025Q4: 68 shares; 2026Q1: 68 shares; 2026Q2: 544 shares 544 $65K 0.01% +476 Timeline SPYD 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: 1,337 shares; 2024Q4: 1,337 shares; 2025Q1: 1,337 shares; 2025Q2: 1,337 shares; 2025Q3: 1,337 shares; 2025Q4: 1,337 shares; 2026Q1: 1,337 shares; 2026Q2: 1,337 shares 1,337 $63.8K 0.01% 0 Timeline PRFZ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 983 shares; 2026Q1: 983 shares; 2026Q2: 1,123 shares 1,123 $62.6K 0.01% +140 Timeline CCI CROWN CASTLE INC More: the full row for CROWN CASTLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 169 shares; 2025Q2: 1,054 shares; 2025Q3: 811 shares; 2025Q4: 709 shares; 2026Q1: 626 shares; 2026Q2: 824 shares 824 $62.4K 0.01% +198 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: 1,846 shares; 2024Q4: 1,846 shares; 2025Q1: 1,846 shares; 2025Q2: 2,861 shares; 2025Q3: 2,320 shares; 2025Q4: 2,226 shares; 2026Q1: 1,251 shares; 2026Q2: 1,251 shares 1,251 $62.3K 0.01% 0 Timeline WSM WILLIAMS SONOMA INC More: the full row for WILLIAMS SONOMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 360 shares; 2024Q4: 335 shares; 2025Q1: 264 shares; 2025Q2: 270 shares; 2025Q3: 271 shares; 2025Q4: 264 shares; 2026Q1: 264 shares; 2026Q2: 264 shares 264 $61.5K 0.01% 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: 97 shares; 2024Q4: 97 shares; 2025Q1: 376 shares; 2025Q2: 813 shares; 2025Q3: 717 shares; 2025Q4: 615 shares; 2026Q1: 485 shares; 2026Q2: 485 shares 485 $61.3K 0.01% 0 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 200 shares; 2024Q4: 200 shares; 2025Q1: 200 shares; 2025Q2: 996 shares; 2025Q3: 603 shares; 2025Q4: 603 shares; 2026Q1: 603 shares; 2026Q2: 546 shares 546 $60.2K 0.01% -57 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 22 shares; 2025Q2: 36 shares; 2025Q3: 22 shares; 2025Q4: 22 shares; 2026Q1: 22 shares; 2026Q2: 93 shares 93 $59.4K 0.01% +71 Timeline ASTS AST SPACEMOBILE INC More: the full row for AST SPACEMOBILE 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: 20 shares; 2025Q4: 17 shares; 2026Q1: 17 shares; 2026Q2: 667 shares 667 $59.3K 0.01% +650 Timeline WTRG ESSENTIAL UTILS INC More: the full row for ESSENTIAL UTILS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,500 shares; 2024Q4: 1,500 shares; 2025Q1: 1,500 shares; 2025Q2: 1,756 shares; 2025Q3: 1,500 shares; 2025Q4: 2,205 shares; 2026Q1: 1,888 shares; 2026Q2: 1,541 shares 1,541 $59K 0.01% -347 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: not reported; 2024Q4: not reported; 2025Q1: 167 shares; 2025Q2: 779 shares; 2025Q3: 744 shares; 2025Q4: 869 shares; 2026Q1: 821 shares; 2026Q2: 1,056 shares 1,056 $58.6K 0.01% +235 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: 504 shares; 2024Q4: 504 shares; 2025Q1: 78 shares; 2025Q2: 381 shares; 2025Q3: 406 shares; 2025Q4: 1,069 shares; 2026Q1: 931 shares; 2026Q2: 810 shares 810 $58.3K 0.01% -121 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: 60 shares; 2025Q1: 50 shares; 2025Q2: 64 shares; 2025Q3: 64 shares; 2025Q4: 61 shares; 2026Q1: 61 shares; 2026Q2: 61 shares 61 $58.3K 0.01% 0 Timeline HPE HEWLETT PACKARD ENTERPRISE C More: the full row for HEWLETT PACKARD ENTERPRISE C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 666 shares; 2025Q3: 1,291 shares; 2025Q4: 1,291 shares; 2026Q1: 1,291 shares; 2026Q2: 1,291 shares 1,291 $58.2K 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: 1,003 shares; 2024Q4: 1,006 shares; 2025Q1: 805 shares; 2025Q2: 805 shares; 2025Q3: 805 shares; 2025Q4: 805 shares; 2026Q1: 805 shares; 2026Q2: 805 shares 805 $57.6K 0.01% 0 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 137 shares; 2024Q4: 234 shares; 2025Q1: 164 shares; 2025Q2: 173 shares; 2025Q3: 132 shares; 2025Q4: 161 shares; 2026Q1: 161 shares; 2026Q2: 116 shares 116 $57.6K 0.01% -45 Timeline FTV FORTIVE CORP More: the full row for FORTIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 733 shares; 2024Q4: 733 shares; 2025Q1: 782 shares; 2025Q2: 826 shares; 2025Q3: 734 shares; 2025Q4: 953 shares; 2026Q1: 924 shares; 2026Q2: 924 shares 924 $56.5K 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: 106 shares; 2024Q4: 106 shares; 2025Q1: 346 shares; 2025Q2: 550 shares; 2025Q3: 540 shares; 2025Q4: 516 shares; 2026Q1: 445 shares; 2026Q2: 395 shares 395 $54.1K 0.01% -50 Timeline IGM 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: 300 shares; 2026Q1: 300 shares; 2026Q2: 330 shares 330 $54K 0.01% +30 Timeline VRSK VERISK ANALYTICS INC More: the full row for VERISK ANALYTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 125 shares; 2024Q4: 125 shares; 2025Q1: 185 shares; 2025Q2: 193 shares; 2025Q3: 233 shares; 2025Q4: 235 shares; 2026Q1: 265 shares; 2026Q2: 295 shares 295 $53K 0.01% +30 Timeline MTB M & T BK CORP More: the full row for M & T BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 59 shares; 2024Q4: 71 shares; 2025Q1: 82 shares; 2025Q2: 220 shares; 2025Q3: 220 shares; 2025Q4: 210 shares; 2026Q1: 219 shares; 2026Q2: 219 shares 219 $52.1K 0.01% 0 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 586 shares; 2026Q1: 586 shares; 2026Q2: 656 shares 656 $52.1K 0.01% +70 Timeline BGGG BAILLIE GIFFORD ETF TR More: the full row for BAILLIE GIFFORD ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,431 shares 1,431 $50.5K 0.01% new 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: 394 shares; 2024Q4: 394 shares; 2025Q1: 405 shares; 2025Q2: 467 shares; 2025Q3: 456 shares; 2025Q4: 519 shares; 2026Q1: 519 shares; 2026Q2: 607 shares 607 $49.8K 0.01% +88 Timeline FLEX FLEX LTD More: the full row for FLEX LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 476 shares; 2024Q4: 476 shares; 2025Q1: 476 shares; 2025Q2: 476 shares; 2025Q3: 295 shares; 2025Q4: 295 shares; 2026Q1: 295 shares; 2026Q2: 301 shares 301 $48.8K 0.01% +6 Timeline IBDX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,897 shares; 2026Q2: 1,897 shares 1,897 $47.8K 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: not reported; 2025Q1: not reported; 2025Q2: 362 shares; 2025Q3: 362 shares; 2025Q4: 143 shares; 2026Q1: 50 shares; 2026Q2: 115 shares 115 $47.8K 0.01% +65 Timeline GRMN GARMIN LTD More: the full row for GARMIN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 201 shares; 2024Q4: 201 shares; 2025Q1: 210 shares; 2025Q2: 215 shares; 2025Q3: 218 shares; 2025Q4: 201 shares; 2026Q1: 201 shares; 2026Q2: 201 shares 201 $47.7K 0.01% 0 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: not reported; 2024Q4: 19 shares; 2025Q1: 76 shares; 2025Q2: 315 shares; 2025Q3: 313 shares; 2025Q4: 220 shares; 2026Q1: 220 shares; 2026Q2: 220 shares 220 $47.6K 0.01% 0 Timeline GPC GENUINE PARTS CO More: the full row for GENUINE PARTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 388 shares; 2024Q4: 391 shares; 2025Q1: 394 shares; 2025Q2: 403 shares; 2025Q3: 406 shares; 2025Q4: 403 shares; 2026Q1: 403 shares; 2026Q2: 403 shares 403 $47.6K 0.01% 0 Timeline CRWV COREWEAVE INC More: the full row for COREWEAVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 472 shares; 2026Q1: 472 shares; 2026Q2: 472 shares 472 $47K 0.01% 0 Timeline IBTG 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: 1,301 shares; 2026Q1: 2,009 shares; 2026Q2: 2,009 shares 2,009 $46K 0.01% 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: 150 shares; 2024Q4: 150 shares; 2025Q1: 150 shares; 2025Q2: 150 shares; 2025Q3: 150 shares; 2025Q4: 150 shares; 2026Q1: 150 shares; 2026Q2: 150 shares 150 $45.9K 0.01% 0 Timeline IBTH 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: 1,324 shares; 2026Q1: 2,045 shares; 2026Q2: 2,045 shares 2,045 $45.7K 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: 160 shares; 2024Q4: 160 shares; 2025Q1: 207 shares; 2025Q2: 225 shares; 2025Q3: 225 shares; 2025Q4: 215 shares; 2026Q1: 215 shares; 2026Q2: 168 shares 168 $45.2K 0.01% -47 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: 190 shares; 2024Q4: 190 shares; 2025Q1: 190 shares; 2025Q2: 361 shares; 2025Q3: 301 shares; 2025Q4: 246 shares; 2026Q1: 246 shares; 2026Q2: 246 shares 246 $44.5K 0.01% 0 Timeline DXYZ DESTINY TECH100 INC More: the full row for DESTINY TECH100 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: 1,384 shares; 2026Q1: 1,384 shares; 2026Q2: 1,727 shares 1,727 $44.5K 0.01% +343 Timeline IBTM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,954 shares; 2026Q2: 1,954 shares 1,954 $44.3K 0.01% 0 Timeline SKY CHAMPION HOMES INC More: the full row for CHAMPION HOMES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 495 shares; 2024Q4: 495 shares; 2025Q1: 495 shares; 2025Q2: 502 shares; 2025Q3: 502 shares; 2025Q4: 495 shares; 2026Q1: 495 shares; 2026Q2: 495 shares 495 $43.6K 0.01% 0 Timeline AOA 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: 31 shares; 2026Q1: 252 shares; 2026Q2: 444 shares 444 $43.3K 0.01% +192 Timeline RF REGIONS FINANCIAL CORP NEW More: the full row for REGIONS FINANCIAL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 212 shares; 2025Q2: 1,430 shares; 2025Q3: 1,430 shares; 2025Q4: 1,430 shares; 2026Q1: 1,430 shares; 2026Q2: 1,430 shares 1,430 $43.2K 0.01% 0 Timeline AMKR AMKOR TECHNOLOGY INC More: the full row for AMKOR TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 36 shares; 2025Q2: 500 shares; 2025Q3: 500 shares; 2025Q4: 500 shares; 2026Q1: 500 shares; 2026Q2: 500 shares 500 $43.1K 0.01% 0 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 299 shares; 2025Q3: 299 shares; 2025Q4: 485 shares; 2026Q1: 485 shares; 2026Q2: 576 shares 576 $42.8K 0.01% +91 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 128 shares; 2025Q2: 163 shares; 2025Q3: 163 shares; 2025Q4: 163 shares; 2026Q1: 163 shares; 2026Q2: 163 shares 163 $42.5K 0.01% 0 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: 522 shares; 2024Q4: 522 shares; 2025Q1: 522 shares; 2025Q2: 522 shares; 2025Q3: 522 shares; 2025Q4: 522 shares; 2026Q1: 799 shares; 2026Q2: 784 shares 784 $41.9K 0.01% -15 Timeline IBTK 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: 2,136 shares; 2026Q1: 2,136 shares; 2026Q2: 2,136 shares 2,136 $41.7K 0.01% 0 Timeline RSPH INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,250 shares; 2024Q4: 1,250 shares; 2025Q1: 1,250 shares; 2025Q2: 1,250 shares; 2025Q3: 1,250 shares; 2025Q4: 1,250 shares; 2026Q1: 1,250 shares; 2026Q2: 1,250 shares 1,250 $41.5K 0.01% 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 253 shares; 2025Q3: 253 shares; 2025Q4: 253 shares; 2026Q1: 253 shares; 2026Q2: 253 shares 253 $41.4K 0.01% 0 Timeline SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 268 shares; 2024Q4: 268 shares; 2025Q1: 268 shares; 2025Q2: 335 shares; 2025Q3: 454 shares; 2025Q4: 387 shares; 2026Q1: 387 shares; 2026Q2: 268 shares 268 $41.3K 0.01% -119 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: not reported; 2024Q4: not reported; 2025Q1: 122 shares; 2025Q2: 142 shares; 2025Q3: 142 shares; 2025Q4: 142 shares; 2026Q1: 142 shares; 2026Q2: 142 shares 142 $41.3K 0.01% 0 Timeline TROW PRICE T ROWE GROUP INC More: the full row for PRICE T ROWE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 508 shares; 2024Q4: 508 shares; 2025Q1: 660 shares; 2025Q2: 1,236 shares; 2025Q3: 1,097 shares; 2025Q4: 744 shares; 2026Q1: 501 shares; 2026Q2: 362 shares 362 $41.2K 0.01% -139 Timeline MLM MARTIN MARIETTA MATLS INC More: the full row for MARTIN MARIETTA MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 32 shares; 2025Q2: 62 shares; 2025Q3: 62 shares; 2025Q4: 45 shares; 2026Q1: 45 shares; 2026Q2: 71 shares 71 $40.9K 0.01% +26 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: 663 shares; 2024Q4: 663 shares; 2025Q1: 720 shares; 2025Q2: 1,117 shares; 2025Q3: 1,062 shares; 2025Q4: 312 shares; 2026Q1: 312 shares; 2026Q2: 312 shares 312 $40.8K 0.01% 0 Timeline RJF RAYMOND JAMES FINL INC More: the full row for RAYMOND JAMES FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 104 shares; 2025Q3: 285 shares; 2025Q4: 275 shares; 2026Q1: 275 shares; 2026Q2: 261 shares 261 $39.7K 0.01% -14 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 180 shares; 2024Q4: 180 shares; 2025Q1: 180 shares; 2025Q2: 189 shares; 2025Q3: 189 shares; 2025Q4: 210 shares; 2026Q1: 196 shares; 2026Q2: 203 shares 203 $39.5K 0.01% +7 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: 356 shares; 2024Q4: 356 shares; 2025Q1: 349 shares; 2025Q2: 439 shares; 2025Q3: 394 shares; 2025Q4: 394 shares; 2026Q1: 128 shares; 2026Q2: 128 shares 128 $38.5K 0.01% 0 Timeline HYBL SSGA ACTIVE TR More: the full row for SSGA ACTIVE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,555 shares; 2024Q4: 6,663 shares; 2025Q1: 6,663 shares; 2025Q2: 6,663 shares; 2025Q3: 3,218 shares; 2025Q4: 1,373 shares; 2026Q1: 1,373 shares; 2026Q2: 1,373 shares 1,373 $38.4K 0.01% 0 Timeline EME EMCOR GROUP INC More: the full row for EMCOR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 24 shares; 2025Q3: 24 shares; 2025Q4: 33 shares; 2026Q1: 33 shares; 2026Q2: 46 shares 46 $38.2K <0.01% +13 Timeline KHC KRAFT HEINZ CO More: the full row for KRAFT HEINZ CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,715 shares; 2024Q4: 3,405 shares; 2025Q1: 4,349 shares; 2025Q2: 3,449 shares; 2025Q3: 4,488 shares; 2025Q4: 3,828 shares; 2026Q1: 1,610 shares; 2026Q2: 1,610 shares 1,610 $38K <0.01% 0 Timeline VMC VULCAN MATLS CO More: the full row for VULCAN MATLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 127 shares; 2024Q4: 127 shares; 2025Q1: 127 shares; 2025Q2: 218 shares; 2025Q3: 218 shares; 2025Q4: 127 shares; 2026Q1: 127 shares; 2026Q2: 127 shares 127 $37.5K <0.01% 0 Timeline NTRS NORTHERN TR CORP More: the full row for NORTHERN TR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 229 shares; 2025Q3: 229 shares; 2025Q4: 214 shares; 2026Q1: 214 shares; 2026Q2: 214 shares 214 $37.2K <0.01% 0 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27 shares; 2024Q4: 27 shares; 2025Q1: 36 shares; 2025Q2: 55 shares; 2025Q3: 51 shares; 2025Q4: 44 shares; 2026Q1: 44 shares; 2026Q2: 49 shares 49 $37K <0.01% +5 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 363 shares; 2025Q3: 313 shares; 2025Q4: 300 shares; 2026Q1: 300 shares; 2026Q2: 300 shares 300 $36.9K <0.01% 0 Timeline OGE OGE ENERGY CORP More: the full row for OGE ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 906 shares; 2025Q2: 863 shares; 2025Q3: 863 shares; 2025Q4: 755 shares; 2026Q1: 755 shares; 2026Q2: 755 shares 755 $36.7K <0.01% 0 Timeline MKSI MKS INC. More: the full row for MKS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 84 shares; 2025Q2: 80 shares; 2025Q3: 82 shares; 2025Q4: 82 shares; 2026Q1: 82 shares; 2026Q2: 82 shares 82 $36.5K <0.01% 0 Timeline VEEV VEEVA SYS INC More: the full row for VEEVA SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 69 shares; 2025Q3: 159 shares; 2025Q4: 130 shares; 2026Q1: 165 shares; 2026Q2: 205 shares 205 $36.4K <0.01% +40 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: 324 shares; 2024Q4: 6,029 shares; 2025Q1: 5,802 shares; 2025Q2: 6,192 shares; 2025Q3: 4,335 shares; 2025Q4: 3,291 shares; 2026Q1: 2,279 shares; 2026Q2: 602 shares 602 $36.4K <0.01% -1,677 Timeline VIOO 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 120 shares; 2025Q4: 263 shares; 2026Q1: 263 shares; 2026Q2: 263 shares 263 $36.2K <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: not reported; 2024Q4: not reported; 2025Q1: 4 shares; 2025Q2: 156 shares; 2025Q3: 173 shares; 2025Q4: 158 shares; 2026Q1: 152 shares; 2026Q2: 152 shares 152 $36.2K <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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 847 shares; 2025Q3: 447 shares; 2025Q4: 515 shares; 2026Q1: 521 shares; 2026Q2: 495 shares 495 $36.1K <0.01% -26 Timeline PAVE GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 604 shares; 2026Q2: 604 shares 604 $35.6K <0.01% 0 Timeline THG HANOVER INS GROUP INC More: the full row for HANOVER INS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 153 shares; 2025Q2: 136 shares; 2025Q3: 166 shares; 2025Q4: 166 shares; 2026Q1: 166 shares; 2026Q2: 166 shares 166 $35.5K <0.01% 0 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 538 shares; 2024Q4: 538 shares; 2025Q1: 915 shares; 2025Q2: 776 shares; 2025Q3: 729 shares; 2025Q4: 716 shares; 2026Q1: 702 shares; 2026Q2: 517 shares 517 $35.3K <0.01% -185 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: 287 shares; 2024Q4: 287 shares; 2025Q1: 287 shares; 2025Q2: 487 shares; 2025Q3: 4,254 shares; 2025Q4: 2,246 shares; 2026Q1: 2,246 shares; 2026Q2: 1,289 shares 1,289 $35.3K <0.01% -957 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: 302 shares; 2024Q4: 302 shares; 2025Q1: 349 shares; 2025Q2: 513 shares; 2025Q3: 357 shares; 2025Q4: 334 shares; 2026Q1: 201 shares; 2026Q2: 201 shares 201 $35.3K <0.01% 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: 88 shares; 2024Q4: 88 shares; 2025Q1: 88 shares; 2025Q2: 88 shares; 2025Q3: 88 shares; 2025Q4: 88 shares; 2026Q1: 88 shares; 2026Q2: 88 shares 88 $34.7K <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: 175 shares; 2024Q4: 175 shares; 2025Q1: 123 shares; 2025Q2: 156 shares; 2025Q3: 156 shares; 2025Q4: 146 shares; 2026Q1: 146 shares; 2026Q2: 146 shares 146 $34.5K <0.01% 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: 499 shares; 2025Q2: 472 shares; 2025Q3: 369 shares; 2025Q4: 456 shares; 2026Q1: 456 shares; 2026Q2: 456 shares 456 $33.9K <0.01% 0 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 44 shares; 2025Q3: 44 shares; 2025Q4: 33 shares; 2026Q1: 33 shares; 2026Q2: 33 shares 33 $33.4K <0.01% 0 Timeline IREN IREN LIMITED More: the full row for IREN LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 726 shares; 2026Q1: 726 shares; 2026Q2: 726 shares 726 $33.2K <0.01% 0 Timeline DINO HF SINCLAIR CORP More: the full row for HF SINCLAIR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 345 shares; 2025Q2: 475 shares; 2025Q3: 475 shares; 2025Q4: 475 shares; 2026Q1: 475 shares; 2026Q2: 475 shares 475 $33.1K <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: not reported; 2024Q4: not reported; 2025Q1: 131 shares; 2025Q2: 99 shares; 2025Q3: 240 shares; 2025Q4: 78 shares; 2026Q1: 85 shares; 2026Q2: 340 shares 340 $32.9K <0.01% +255 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: not reported; 2024Q4: not reported; 2025Q1: 471 shares; 2025Q2: 381 shares; 2025Q3: 381 shares; 2025Q4: 381 shares; 2026Q1: 381 shares; 2026Q2: 381 shares 381 $32.9K <0.01% 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: 35 shares; 2024Q4: 35 shares; 2025Q1: 293 shares; 2025Q2: 205 shares; 2025Q3: 299 shares; 2025Q4: 58 shares; 2026Q1: 97 shares; 2026Q2: 298 shares 298 $32.7K <0.01% +201 Timeline ADC AGREE RLTY CORP More: the full row for AGREE RLTY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 66 shares; 2025Q2: 246 shares; 2025Q3: 126 shares; 2025Q4: 368 shares; 2026Q1: 368 shares; 2026Q2: 430 shares 430 $32.6K <0.01% +62 Timeline ELS EQUITY LIFESTYLE PROPERTIES More: the full row for EQUITY LIFESTYLE PROPERTIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 29 shares; 2025Q2: 39 shares; 2025Q3: 309 shares; 2025Q4: 540 shares; 2026Q1: 662 shares; 2026Q2: 505 shares 505 $32.5K <0.01% -157 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 465 shares; 2024Q4: 465 shares; 2025Q1: 465 shares; 2025Q2: 606 shares; 2025Q3: 606 shares; 2025Q4: 606 shares; 2026Q1: 606 shares; 2026Q2: 606 shares 606 $32.5K <0.01% 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: 166 shares; 2024Q4: 1,044 shares; 2025Q1: 1,030 shares; 2025Q2: 941 shares; 2025Q3: 480 shares; 2025Q4: 548 shares; 2026Q1: 391 shares; 2026Q2: 233 shares 233 $32.4K <0.01% -158 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 210 shares; 2025Q3: 210 shares; 2025Q4: 210 shares; 2026Q1: 210 shares; 2026Q2: 210 shares 210 $32.4K <0.01% 0 Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 145 shares; 2025Q3: 361 shares; 2025Q4: 333 shares; 2026Q1: 333 shares; 2026Q2: 333 shares 333 $32K <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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 548 shares; 2026Q2: 548 shares 548 $31.9K <0.01% 0 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 289 shares; 2024Q4: 289 shares; 2025Q1: 288 shares; 2025Q2: 312 shares; 2025Q3: 311 shares; 2025Q4: 287 shares; 2026Q1: 287 shares; 2026Q2: 362 shares 362 $30.7K <0.01% +75 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: not reported; 2024Q4: not reported; 2025Q1: 1,334 shares; 2025Q2: 1,334 shares; 2025Q3: 1,334 shares; 2025Q4: 1,334 shares; 2026Q1: 1,334 shares; 2026Q2: 1,334 shares 1,334 $30.3K <0.01% 0 Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 298 shares; 2024Q4: 298 shares; 2025Q1: 298 shares; 2025Q2: 387 shares; 2025Q3: 298 shares; 2025Q4: 290 shares; 2026Q1: 133 shares; 2026Q2: 133 shares 133 $29.8K <0.01% 0 Timeline ORI OLD REP INTL CORP More: the full row for OLD REP INTL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 451 shares; 2025Q2: 439 shares; 2025Q3: 727 shares; 2025Q4: 727 shares; 2026Q1: 727 shares; 2026Q2: 727 shares 727 $29.7K <0.01% 0 Timeline SN SHARKNINJA INC More: the full row for SHARKNINJA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 95 shares; 2025Q1: 205 shares; 2025Q2: 195 shares; 2025Q3: 195 shares; 2025Q4: 195 shares; 2026Q1: 195 shares; 2026Q2: 195 shares 195 $29.7K <0.01% 0 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,211 shares; 2024Q4: 1,216 shares; 2025Q1: 1,256 shares; 2025Q2: 475 shares; 2025Q3: 433 shares; 2025Q4: 435 shares; 2026Q1: 274 shares; 2026Q2: 274 shares 274 $29.5K <0.01% 0 Timeline AVB AVALONBAY CMNTYS INC More: the full row for AVALONBAY CMNTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 100 shares; 2025Q2: 162 shares; 2025Q3: 100 shares; 2025Q4: 100 shares; 2026Q1: 156 shares; 2026Q2: 156 shares 156 $29.4K <0.01% 0 Timeline IBTI 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: 1,329 shares; 2026Q1: 1,329 shares; 2026Q2: 1,329 shares 1,329 $29.4K <0.01% 0 Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 121 shares; 2025Q2: 160 shares; 2025Q3: 218 shares; 2025Q4: 200 shares; 2026Q1: 200 shares; 2026Q2: 221 shares 221 $29.3K <0.01% +21 Timeline CAC CAMDEN NATL CORP More: the full row for CAMDEN NATL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 906 shares; 2024Q4: 871 shares; 2025Q1: 799 shares; 2025Q2: 799 shares; 2025Q3: 799 shares; 2025Q4: 540 shares; 2026Q1: 540 shares; 2026Q2: 540 shares 540 $29.3K <0.01% 0 Timeline OUST OUSTER INC More: the full row for OUSTER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 468 shares; 2026Q1: 468 shares; 2026Q2: 468 shares 468 $29.3K <0.01% 0 Timeline DOC HEALTHPEAK PROPERTIES INC More: the full row for HEALTHPEAK PROPERTIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 200 shares; 2024Q4: 200 shares; 2025Q1: 200 shares; 2025Q2: 943 shares; 2025Q3: 1,174 shares; 2025Q4: 379 shares; 2026Q1: 814 shares; 2026Q2: 1,357 shares 1,357 $29K <0.01% +543 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 310 shares; 2025Q3: 310 shares; 2025Q4: 247 shares; 2026Q1: 513 shares; 2026Q2: 513 shares 513 $28.9K <0.01% 0 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 17 shares; 2025Q2: 70 shares; 2025Q3: 70 shares; 2025Q4: 65 shares; 2026Q1: 65 shares; 2026Q2: 74 shares 74 $28.9K <0.01% +9 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,371 shares; 2024Q4: 29,709 shares; 2025Q1: 29,620 shares; 2025Q2: 29,409 shares; 2025Q3: 438 shares; 2025Q4: 528 shares; 2026Q1: 618 shares; 2026Q2: 618 shares 618 $28.7K <0.01% 0 Timeline HEDJ WISDOMTREE TR More: the full row for WISDOMTREE TR 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 $28.5K <0.01% 0 Timeline INVH INVITATION HOMES INC More: the full row for INVITATION HOMES 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: 411 shares; 2025Q4: 27 shares; 2026Q1: 231 shares; 2026Q2: 924 shares 924 $27.9K <0.01% +693 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 62 shares; 2024Q4: 47 shares; 2025Q1: 47 shares; 2025Q2: 106 shares; 2025Q3: 113 shares; 2025Q4: 90 shares; 2026Q1: 253 shares; 2026Q2: 206 shares 206 $27.9K <0.01% -47 Timeline BWA BORGWARNER INC More: the full row for BORGWARNER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11 shares; 2025Q2: 342 shares; 2025Q3: 495 shares; 2025Q4: 417 shares; 2026Q1: 417 shares; 2026Q2: 417 shares 417 $27.7K <0.01% 0 Timeline TRNO TERRENO RLTY CORP More: the full row for TERRENO RLTY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 426 shares; 2024Q4: 426 shares; 2025Q1: 426 shares; 2025Q2: 469 shares; 2025Q3: 469 shares; 2025Q4: 426 shares; 2026Q1: 426 shares; 2026Q2: 426 shares 426 $27.6K <0.01% 0 Timeline EFX EQUIFAX INC More: the full row for EQUIFAX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 726 shares; 2025Q1: 857 shares; 2025Q2: 786 shares; 2025Q3: 805 shares; 2025Q4: 460 shares; 2026Q1: 331 shares; 2026Q2: 174 shares 174 $27.6K <0.01% -157 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: not reported; 2024Q4: not reported; 2025Q1: 63 shares; 2025Q2: 39 shares; 2025Q3: 56 shares; 2025Q4: 56 shares; 2026Q1: 56 shares; 2026Q2: 56 shares 56 $27.5K <0.01% 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: not reported; 2024Q4: not reported; 2025Q1: 116 shares; 2025Q2: 113 shares; 2025Q3: 113 shares; 2025Q4: 113 shares; 2026Q1: 113 shares; 2026Q2: 113 shares 113 $27.4K <0.01% 0 Timeline NVR NVR INC More: the full row for NVR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3 shares; 2026Q1: not reported; 2026Q2: 4 shares 4 $27.3K <0.01% new Timeline NNN NNN REIT INC More: the full row for NNN REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 170 shares; 2025Q2: 346 shares; 2025Q3: 405 shares; 2025Q4: 142 shares; 2026Q1: 121 shares; 2026Q2: 585 shares 585 $27.2K <0.01% +464 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: not reported; 2024Q4: not reported; 2025Q1: 335 shares; 2025Q2: 236 shares; 2025Q3: 236 shares; 2025Q4: 383 shares; 2026Q1: 354 shares; 2026Q2: 354 shares 354 $27K <0.01% 0 Timeline CHRW C H ROBINSON WORLDWIDE IN More: the full row for C H ROBINSON WORLDWIDE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 126 shares; 2025Q3: 143 shares; 2025Q4: 143 shares; 2026Q1: 143 shares; 2026Q2: 143 shares 143 $26.9K <0.01% 0 Timeline SCHM SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 241 shares; 2024Q4: 723 shares; 2025Q1: 723 shares; 2025Q2: 723 shares; 2025Q3: 723 shares; 2025Q4: 723 shares; 2026Q1: 723 shares; 2026Q2: 723 shares 723 $26.7K <0.01% 0 Timeline ULTA ULTA BEAUTY INC More: the full row for ULTA BEAUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 103 shares; 2024Q4: 103 shares; 2025Q1: 103 shares; 2025Q2: 97 shares; 2025Q3: 78 shares; 2025Q4: 71 shares; 2026Q1: 54 shares; 2026Q2: 59 shares 59 $26.6K <0.01% +5 Timeline MSM MSC INDL DIRECT INC More: the full row for MSC INDL DIRECT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 321 shares; 2025Q2: 218 shares; 2025Q3: 218 shares; 2025Q4: 218 shares; 2026Q1: 218 shares; 2026Q2: 218 shares 218 $25.9K <0.01% 0 Timeline WBD WARNER BROS DISCOVERY INC More: the full row for WARNER BROS DISCOVERY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,212 shares; 2024Q4: 1,172 shares; 2025Q1: 1,253 shares; 2025Q2: 1,505 shares; 2025Q3: 1,505 shares; 2025Q4: 1,239 shares; 2026Q1: 1,451 shares; 2026Q2: 965 shares 965 $25.7K <0.01% -486 Timeline WRB BERKLEY W R CORP More: the full row for BERKLEY W R CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 240 shares; 2025Q2: 313 shares; 2025Q3: 364 shares; 2025Q4: 240 shares; 2026Q1: 240 shares; 2026Q2: 361 shares 361 $25.5K <0.01% +121 Timeline NDSN NORDSON CORP More: the full row for NORDSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 34 shares; 2024Q4: 34 shares; 2025Q1: 42 shares; 2025Q2: 59 shares; 2025Q3: 59 shares; 2025Q4: 84 shares; 2026Q1: 84 shares; 2026Q2: 84 shares 84 $25.3K <0.01% 0 Timeline RRX REGAL REXNORD CORPORATION More: the full row for REGAL REXNORD CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 80 shares; 2025Q2: 105 shares; 2025Q3: 105 shares; 2025Q4: 106 shares; 2026Q1: 106 shares; 2026Q2: 106 shares 106 $25.2K <0.01% 0 Timeline FLRN 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: 811 shares; 2024Q4: 811 shares; 2025Q1: 811 shares; 2025Q2: 811 shares; 2025Q3: 811 shares; 2025Q4: 811 shares; 2026Q1: 811 shares; 2026Q2: 811 shares 811 $25K <0.01% 0 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 181 shares; 2025Q3: 157 shares; 2025Q4: 157 shares; 2026Q1: 157 shares; 2026Q2: 157 shares 157 $24.8K <0.01% 0 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 156 shares; 2025Q2: 299 shares; 2025Q3: 299 shares; 2025Q4: 265 shares; 2026Q1: 265 shares; 2026Q2: 265 shares 265 $24.8K <0.01% 0 Timeline AOS SMITH A O CORP More: the full row for SMITH A O CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 55 shares; 2025Q2: 21 shares; 2025Q3: 66 shares; 2025Q4: 10 shares; 2026Q1: 57 shares; 2026Q2: 392 shares 392 $24.6K <0.01% +335 Timeline ODFL OLD DOMINION FREIGHT LINE IN More: the full row for OLD DOMINION FREIGHT LINE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 80 shares; 2024Q4: 80 shares; 2025Q1: 83 shares; 2025Q2: 108 shares; 2025Q3: 124 shares; 2025Q4: 104 shares; 2026Q1: 130 shares; 2026Q2: 112 shares 112 $24.3K <0.01% -18 Timeline LFUS LITTELFUSE INC More: the full row for LITTELFUSE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 45 shares; 2026Q1: 45 shares; 2026Q2: 53 shares 53 $24.1K <0.01% +8 Timeline CPB THE CAMPBELLS COMPANY More: the full row for THE CAMPBELLS COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 115 shares; 2025Q2: 516 shares; 2025Q3: 195 shares; 2025Q4: not reported; 2026Q1: 562 shares; 2026Q2: 1,076 shares 1,076 $24K <0.01% +514 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: not reported; 2024Q4: not reported; 2025Q1: 334 shares; 2025Q2: 334 shares; 2025Q3: 334 shares; 2025Q4: 334 shares; 2026Q1: 334 shares; 2026Q2: 334 shares 334 $23.9K <0.01% 0 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: 889 shares; 2024Q4: 887 shares; 2025Q1: 926 shares; 2025Q2: 935 shares; 2025Q3: 466 shares; 2025Q4: 76 shares; 2026Q1: 59 shares; 2026Q2: 116 shares 116 $23.8K <0.01% +57 Timeline AXS AXIS CAP HLDGS LTD More: the full row for AXIS CAP HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 221 shares; 2025Q2: 222 shares; 2025Q3: 275 shares; 2025Q4: 221 shares; 2026Q1: 221 shares; 2026Q2: 221 shares 221 $23.7K <0.01% 0 Timeline CDW CDW CORP More: the full row for CDW CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 286 shares; 2024Q4: 287 shares; 2025Q1: 262 shares; 2025Q2: 213 shares; 2025Q3: 143 shares; 2025Q4: 431 shares; 2026Q1: 434 shares; 2026Q2: 168 shares 168 $23.7K <0.01% -266 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: 44 shares; 2024Q4: 780 shares; 2025Q1: 780 shares; 2025Q2: 1,031 shares; 2025Q3: 1,200 shares; 2025Q4: 1,487 shares; 2026Q1: 1,487 shares; 2026Q2: 1,487 shares 1,487 $23.6K <0.01% 0 Timeline EA ELECTRONIC ARTS INC More: the full row for ELECTRONIC ARTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 155 shares; 2024Q4: 155 shares; 2025Q1: 200 shares; 2025Q2: 200 shares; 2025Q3: 159 shares; 2025Q4: 151 shares; 2026Q1: 151 shares; 2026Q2: 115 shares 115 $23.6K <0.01% -36 Timeline XMHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 103 shares; 2025Q3: 388 shares; 2025Q4: 450 shares; 2026Q1: 225 shares; 2026Q2: 208 shares 208 $23.5K <0.01% -17 Timeline BAM BROOKFIELD ASSET MANAGMT LTD More: the full row for BROOKFIELD ASSET MANAGMT LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,575 shares; 2025Q1: 1,575 shares; 2025Q2: 1,676 shares; 2025Q3: 1,611 shares; 2025Q4: 784 shares; 2026Q1: 523 shares; 2026Q2: 523 shares 523 $23.5K <0.01% 0 Timeline REG REGENCY CTRS CORP More: the full row for REGENCY CTRS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 50 shares; 2025Q3: 183 shares; 2025Q4: 19 shares; 2026Q1: 89 shares; 2026Q2: 291 shares 291 $23.2K <0.01% +202 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 111 shares; 2025Q3: 109 shares; 2025Q4: 119 shares; 2026Q1: 124 shares; 2026Q2: 127 shares 127 $22.8K <0.01% +3 Timeline LEN LENNAR CORP More: the full row for LENNAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 127 shares; 2025Q2: 79 shares; 2025Q3: 144 shares; 2025Q4: 121 shares; 2026Q1: not reported; 2026Q2: 252 shares 252 $22.8K <0.01% new 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: 298 shares; 2024Q4: 298 shares; 2025Q1: 298 shares; 2025Q2: 403 shares; 2025Q3: 314 shares; 2025Q4: 316 shares; 2026Q1: 159 shares; 2026Q2: 172 shares 172 $22.6K <0.01% +13 Timeline ICVT 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: 185 shares; 2025Q3: 185 shares; 2025Q4: 185 shares; 2026Q1: 185 shares; 2026Q2: 185 shares 185 $22.5K <0.01% 0 Timeline ZBRA ZEBRA TECHNOLOGIES CORPORATI More: the full row for ZEBRA TECHNOLOGIES CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 97 shares; 2024Q4: 67 shares; 2025Q1: 67 shares; 2025Q2: 89 shares; 2025Q3: 89 shares; 2025Q4: 85 shares; 2026Q1: 85 shares; 2026Q2: 85 shares 85 $22.4K <0.01% 0 Timeline INGR INGREDION INC More: the full row for INGREDION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 25 shares; 2025Q2: 62 shares; 2025Q3: 95 shares; 2025Q4: 140 shares; 2026Q1: 140 shares; 2026Q2: 236 shares 236 $22.4K <0.01% +96 Timeline ZION ZIONS BANCORPORATION NATL AS More: the full row for ZIONS BANCORPORATION NATL AS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 154 shares; 2025Q2: 234 shares; 2025Q3: 234 shares; 2025Q4: 254 shares; 2026Q1: 321 shares; 2026Q2: 321 shares 321 $22.2K <0.01% 0 Timeline CFG CITIZENS FINL GROUP INC More: the full row for CITIZENS FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 588 shares; 2025Q2: 362 shares; 2025Q3: 362 shares; 2025Q4: 316 shares; 2026Q1: 316 shares; 2026Q2: 316 shares 316 $22.1K <0.01% 0 Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 56 shares; 2025Q1: 84 shares; 2025Q2: 83 shares; 2025Q3: 83 shares; 2025Q4: 83 shares; 2026Q1: 88 shares; 2026Q2: 90 shares 90 $22.1K <0.01% +2 Timeline FIX COMFORT SYS USA INC More: the full row for COMFORT SYS USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11 shares; 2025Q3: 11 shares; 2025Q4: 11 shares; 2026Q1: 11 shares; 2026Q2: 11 shares 11 $21.8K <0.01% 0 Timeline APTV APTIV PLC More: the full row for APTIV PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 515 shares; 2025Q1: 492 shares; 2025Q2: 452 shares; 2025Q3: 352 shares; 2025Q4: 352 shares; 2026Q1: 355 shares; 2026Q2: 355 shares 355 $21.8K <0.01% 0 Timeline AME AMETEK INC More: the full row for AMETEK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 24 shares; 2025Q3: 24 shares; 2025Q4: 68 shares; 2026Q1: 68 shares; 2026Q2: 88 shares 88 $21.3K <0.01% +20 Timeline ARW ARROW ELECTRS INC More: the full row for ARROW ELECTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 26 shares; 2025Q2: 116 shares; 2025Q3: 116 shares; 2025Q4: 75 shares; 2026Q1: 99 shares; 2026Q2: 99 shares 99 $21.1K <0.01% 0 Timeline USFD US FOODS HLDG CORP More: the full row for US FOODS HLDG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 154 shares; 2025Q3: 154 shares; 2025Q4: 206 shares; 2026Q1: 206 shares; 2026Q2: 206 shares 206 $21.1K <0.01% 0 Timeline ARKG ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,344 shares; 2024Q4: 6,312 shares; 2025Q1: 6,312 shares; 2025Q2: 6,312 shares; 2025Q3: 6,312 shares; 2025Q4: 6,312 shares; 2026Q1: 1,631 shares; 2026Q2: 497 shares 497 $20.9K <0.01% -1,134 Timeline EPR EPR PPTYS More: the full row for EPR PPTYS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 359 shares; 2025Q2: 359 shares; 2025Q3: 359 shares; 2025Q4: 359 shares; 2026Q1: 359 shares; 2026Q2: 359 shares 359 $20.8K <0.01% 0 Timeline VPU VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 106 shares; 2024Q4: 106 shares; 2025Q1: 106 shares; 2025Q2: 106 shares; 2025Q3: 106 shares; 2025Q4: 106 shares; 2026Q1: 106 shares; 2026Q2: 106 shares 106 $20.7K <0.01% 0 Timeline CRBG COREBRIDGE FINL INC More: the full row for COREBRIDGE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 176 shares; 2025Q2: 80 shares; 2025Q3: 80 shares; 2025Q4: not reported; 2026Q1: 760 shares; 2026Q2: 722 shares 722 $20.7K <0.01% -38 Timeline RMD RESMED INC More: the full row for RESMED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11 shares; 2025Q3: 11 shares; 2025Q4: 26 shares; 2026Q1: 52 shares; 2026Q2: 106 shares 106 $20.7K <0.01% +54 Timeline L LOEWS CORP More: the full row for LOEWS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 70 shares; 2025Q2: 111 shares; 2025Q3: 140 shares; 2025Q4: 140 shares; 2026Q1: 140 shares; 2026Q2: 182 shares 182 $20.6K <0.01% +42 Timeline CFR CULLEN FROST BANKERS INC More: the full row for CULLEN FROST BANKERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 32 shares; 2026Q1: 55 shares; 2026Q2: 133 shares 133 $20.6K <0.01% +78 Timeline CINF CINCINNATI FINL CORP More: the full row for CINCINNATI FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 65 shares; 2025Q2: 48 shares; 2025Q3: 25 shares; 2025Q4: 19 shares; 2026Q1: 20 shares; 2026Q2: 111 shares 111 $20.6K <0.01% +91 Timeline GXO GXO LOGISTICS INCORPORATED More: the full row for GXO LOGISTICS INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 276 shares; 2024Q4: 276 shares; 2025Q1: 404 shares; 2025Q2: 404 shares; 2025Q3: 304 shares; 2025Q4: 304 shares; 2026Q1: 304 shares; 2026Q2: 404 shares 404 $20.5K <0.01% +100 Timeline VOYA VOYA FINANCIAL INC More: the full row for VOYA FINANCIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 148 shares; 2025Q2: 204 shares; 2025Q3: 308 shares; 2025Q4: 236 shares; 2026Q1: 204 shares; 2026Q2: 224 shares 224 $20.3K <0.01% +20 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: 59 shares; 2024Q4: 59 shares; 2025Q1: 129 shares; 2025Q2: 175 shares; 2025Q3: 132 shares; 2025Q4: 128 shares; 2026Q1: 85 shares; 2026Q2: 85 shares 85 $20.3K <0.01% 0 Timeline VTR VENTAS INC More: the full row for VENTAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 226 shares; 2025Q2: 252 shares; 2025Q3: 252 shares; 2025Q4: 226 shares; 2026Q1: 226 shares; 2026Q2: 226 shares 226 $20.1K <0.01% 0 Timeline VLTO VERALTO CORP More: the full row for VERALTO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 356 shares; 2024Q4: 365 shares; 2025Q1: 365 shares; 2025Q2: 384 shares; 2025Q3: 384 shares; 2025Q4: 175 shares; 2026Q1: 73 shares; 2026Q2: 226 shares 226 $20K <0.01% +153 Timeline ON ON SEMICONDUCTOR CORP More: the full row for ON SEMICONDUCTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 157 shares; 2025Q2: 194 shares; 2025Q3: 194 shares; 2025Q4: 211 shares; 2026Q1: 211 shares; 2026Q2: 211 shares 211 $19.9K <0.01% 0 Timeline PNW PINNACLE WEST CAP CORP More: the full row for PINNACLE WEST CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 259 shares; 2025Q2: 267 shares; 2025Q3: 267 shares; 2025Q4: 186 shares; 2026Q1: 186 shares; 2026Q2: 186 shares 186 $19.9K <0.01% 0 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 68 shares; 2024Q4: 68 shares; 2025Q1: 68 shares; 2025Q2: 69 shares; 2025Q3: 69 shares; 2025Q4: 97 shares; 2026Q1: 43 shares; 2026Q2: 43 shares 43 $19.7K <0.01% 0 Timeline IVZ INVESCO LTD More: the full row for INVESCO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 732 shares; 2025Q3: 732 shares; 2025Q4: 732 shares; 2026Q1: 732 shares; 2026Q2: 732 shares 732 $19.3K <0.01% 0 Timeline KIM KIMCO REALTY CORP More: the full row for KIMCO REALTY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 184 shares; 2025Q2: 52 shares; 2025Q3: 160 shares; 2025Q4: not reported; 2026Q1: 407 shares; 2026Q2: 761 shares 761 $19.3K <0.01% +354 Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 403 shares; 2025Q2: 543 shares; 2025Q3: 524 shares; 2025Q4: 397 shares; 2026Q1: 397 shares; 2026Q2: 397 shares 397 $19.3K <0.01% 0 Timeline JBL JABIL INC More: the full row for JABIL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 69 shares; 2025Q2: 57 shares; 2025Q3: 57 shares; 2025Q4: 50 shares; 2026Q1: 50 shares; 2026Q2: 50 shares 50 $19.3K <0.01% 0 Timeline LDRC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 765 shares; 2026Q2: 765 shares 765 $19.3K <0.01% 0 Timeline GBCI GLACIER BANCORP INC NEW More: the full row for GLACIER BANCORP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 107 shares; 2026Q1: 202 shares; 2026Q2: 373 shares 373 $19.2K <0.01% +171 Timeline JLL JONES LANG LASALLE INC More: the full row for JONES LANG LASALLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 38 shares; 2025Q3: 38 shares; 2025Q4: 42 shares; 2026Q1: 38 shares; 2026Q2: 62 shares 62 $19.2K <0.01% +24 Timeline JBHT HUNT J B TRANS SVCS INC More: the full row for HUNT J B TRANS SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 94 shares; 2025Q2: 40 shares; 2025Q3: 75 shares; 2025Q4: 66 shares; 2026Q1: 66 shares; 2026Q2: 66 shares 66 $19.1K <0.01% 0 Timeline SR SPIRE INC More: the full row for SPIRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 164 shares; 2025Q2: 206 shares; 2025Q3: 207 shares; 2025Q4: 207 shares; 2026Q1: 207 shares; 2026Q2: 244 shares 244 $19.1K <0.01% +37 Timeline PPL PPL CORP More: the full row for PPL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 574 shares; 2025Q2: 549 shares; 2025Q3: 549 shares; 2025Q4: 523 shares; 2026Q1: 523 shares; 2026Q2: 523 shares 523 $19K <0.01% 0 Timeline BEN FRANKLIN TEMPLETON INC More: the full row for FRANKLIN TEMPLETON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 646 shares; 2025Q2: 567 shares; 2025Q3: 567 shares; 2025Q4: 567 shares; 2026Q1: 567 shares; 2026Q2: 567 shares 567 $18.9K <0.01% 0 Timeline EGP EASTGROUP PPTYS INC More: the full row for EASTGROUP PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 92 shares 92 $18.6K <0.01% new 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: 51 shares; 2024Q4: 51 shares; 2025Q1: 159 shares; 2025Q2: 159 shares; 2025Q3: 159 shares; 2025Q4: 207 shares; 2026Q1: 172 shares; 2026Q2: 210 shares 210 $18.3K <0.01% +38 Timeline IWY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 63 shares; 2025Q3: 63 shares; 2025Q4: 63 shares; 2026Q1: 63 shares; 2026Q2: 63 shares 63 $18.3K <0.01% 0 Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 171 shares; 2024Q4: 171 shares; 2025Q1: 195 shares; 2025Q2: 228 shares; 2025Q3: 193 shares; 2025Q4: 158 shares; 2026Q1: 86 shares; 2026Q2: 86 shares 86 $18.3K <0.01% 0 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 191 shares; 2025Q3: 111 shares; 2025Q4: 111 shares; 2026Q1: 111 shares; 2026Q2: 111 shares 111 $18.3K <0.01% 0 Timeline POOL POOL CORP More: the full row for POOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 85 shares; 2025Q3: 85 shares; 2025Q4: 85 shares; 2026Q1: 85 shares; 2026Q2: 85 shares 85 $18.3K <0.01% 0 Timeline GFS GLOBALFOUNDRIES INC More: the full row for GLOBALFOUNDRIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 50 shares; 2025Q2: 75 shares; 2025Q3: 117 shares; 2025Q4: 221 shares; 2026Q1: 221 shares; 2026Q2: 221 shares 221 $18.2K <0.01% 0 Timeline LSTR LANDSTAR SYS INC More: the full row for LANDSTAR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 36 shares; 2025Q2: 162 shares; 2025Q3: 16 shares; 2025Q4: 88 shares; 2026Q1: 88 shares; 2026Q2: 88 shares 88 $18.2K <0.01% 0 Timeline HAS HASBRO INC More: the full row for HASBRO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 219 shares; 2025Q2: 219 shares; 2025Q3: 219 shares; 2025Q4: 219 shares; 2026Q1: 219 shares; 2026Q2: 219 shares 219 $18.1K <0.01% 0 Timeline AFG AMERICAN FINANCIAL GROUP INC More: the full row for AMERICAN FINANCIAL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 27 shares; 2025Q2: 129 shares; 2025Q3: 129 shares; 2025Q4: 129 shares; 2026Q1: 129 shares; 2026Q2: 129 shares 129 $18.1K <0.01% 0 Timeline ST SENSATA TECHNOLOGIES HLDG PL More: the full row for SENSATA TECHNOLOGIES HLDG PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 521 shares; 2025Q2: 259 shares; 2025Q3: 259 shares; 2025Q4: 377 shares; 2026Q1: 377 shares; 2026Q2: 377 shares 377 $18K <0.01% 0 Timeline FCFS FIRSTCASH HOLDINGS INC More: the full row for FIRSTCASH HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12 shares; 2025Q2: 37 shares; 2025Q3: 83 shares; 2025Q4: 83 shares; 2026Q1: 83 shares; 2026Q2: 83 shares 83 $18K <0.01% 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: not reported; 2024Q4: not reported; 2025Q1: 7 shares; 2025Q2: 53 shares; 2025Q3: 59 shares; 2025Q4: 46 shares; 2026Q1: 46 shares; 2026Q2: 54 shares 54 $17.8K <0.01% +8 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 196 shares; 2025Q2: 467 shares; 2025Q3: 169 shares; 2025Q4: 282 shares; 2026Q1: 282 shares; 2026Q2: 282 shares 282 $17.7K <0.01% 0 Timeline HR HEALTHCARE RLTY TR More: the full row for HEALTHCARE RLTY TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 804 shares; 2025Q2: 415 shares; 2025Q3: 1,040 shares; 2025Q4: 1,040 shares; 2026Q1: 867 shares; 2026Q2: 867 shares 867 $17.5K <0.01% 0 Timeline KNSL KINSALE CAP GROUP INC More: the full row for KINSALE CAP GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18 shares; 2024Q4: 18 shares; 2025Q1: 26 shares; 2025Q2: 25 shares; 2025Q3: 22 shares; 2025Q4: 30 shares; 2026Q1: 30 shares; 2026Q2: 53 shares 53 $17.5K <0.01% +23 Timeline TXT TEXTRON INC More: the full row for TEXTRON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 269 shares; 2025Q2: 223 shares; 2025Q3: 223 shares; 2025Q4: 189 shares; 2026Q1: 189 shares; 2026Q2: 189 shares 189 $17.3K <0.01% 0 Timeline GNRC GENERAC HLDGS INC More: the full row for GENERAC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12 shares; 2025Q2: 65 shares; 2025Q3: 65 shares; 2025Q4: 59 shares; 2026Q1: 59 shares; 2026Q2: 59 shares 59 $17.3K <0.01% 0 Timeline ONB OLD NATL BANCORP IND More: the full row for OLD NATL BANCORP IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12 shares; 2025Q2: 225 shares; 2025Q3: 225 shares; 2025Q4: 267 shares; 2026Q1: 663 shares; 2026Q2: 663 shares 663 $17.2K <0.01% 0 Timeline OHI OMEGA HEALTHCARE INVS INC More: the full row for OMEGA HEALTHCARE INVS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 281 shares; 2025Q2: 247 shares; 2025Q3: 360 shares; 2025Q4: 360 shares; 2026Q1: 360 shares; 2026Q2: 360 shares 360 $17.2K <0.01% 0 Timeline UBSI UNITED BANKSHARES INC WEST V More: the full row for UNITED BANKSHARES INC WEST V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 55 shares; 2025Q4: 217 shares; 2026Q1: 217 shares; 2026Q2: 374 shares 374 $17.1K <0.01% +157 Timeline SNDR SCHNEIDER NATIONAL INC More: the full row for SCHNEIDER NATIONAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 128 shares; 2024Q4: 128 shares; 2025Q1: 128 shares; 2025Q2: 554 shares; 2025Q3: 653 shares; 2025Q4: 469 shares; 2026Q1: 469 shares; 2026Q2: 469 shares 469 $17.1K <0.01% 0 Timeline KEY KEYCORP More: the full row for KEYCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 714 shares; 2025Q2: 559 shares; 2025Q3: 559 shares; 2025Q4: 742 shares; 2026Q1: 742 shares; 2026Q2: 742 shares 742 $17.1K <0.01% 0 Timeline