NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 94,254 shares; 2024Q4: 93,944 shares; 2025Q1: 98,723 shares; 2025Q2: 93,417 shares; 2025Q3: 94,646 shares; 2025Q4: 93,160 shares; 2026Q1: 88,160 shares; 2026Q2: 83,300 shares 83,300 $16.7M 6.5% -4,860 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: 57,705 shares; 2024Q4: 56,467 shares; 2025Q1: 53,738 shares; 2025Q2: 53,971 shares; 2025Q3: 54,526 shares; 2025Q4: 53,258 shares; 2026Q1: 53,050 shares; 2026Q2: 51,467 shares 51,467 $14.9M 5.8% -1,583 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,054 shares; 2024Q4: 30,222 shares; 2025Q1: 31,235 shares; 2025Q2: 29,905 shares; 2025Q3: 30,513 shares; 2025Q4: 31,334 shares; 2026Q1: 32,204 shares; 2026Q2: 34,713 shares 34,713 $12.9M 5.05% +2,509 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: 43,426 shares; 2024Q4: 43,907 shares; 2025Q1: 42,295 shares; 2025Q2: 41,901 shares; 2025Q3: 42,468 shares; 2025Q4: 43,145 shares; 2026Q1: 42,947 shares; 2026Q2: 39,995 shares 39,995 $9.53M 3.72% -2,952 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: 18,599 shares; 2024Q4: 21,095 shares; 2025Q1: 23,373 shares; 2025Q2: 26,736 shares; 2025Q3: 26,958 shares; 2025Q4: 25,723 shares; 2026Q1: 25,514 shares; 2026Q2: 23,123 shares 23,123 $8.26M 3.22% -2,391 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: 13,727 shares; 2024Q4: 15,273 shares; 2025Q1: 17,410 shares; 2025Q2: 16,911 shares; 2025Q3: 17,822 shares; 2025Q4: 17,632 shares; 2026Q1: 17,886 shares; 2026Q2: 19,025 shares 19,025 $7.19M 2.8% +1,139 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: 28,356 shares; 2024Q4: 27,315 shares; 2025Q1: 22,806 shares; 2025Q2: 21,030 shares; 2025Q3: 20,505 shares; 2025Q4: 19,892 shares; 2026Q1: 19,597 shares; 2026Q2: 18,556 shares 18,556 $6.56M 2.56% -1,041 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: 5,787 shares; 2024Q4: 5,921 shares; 2025Q1: 6,271 shares; 2025Q2: 6,339 shares; 2025Q3: 6,643 shares; 2025Q4: 6,373 shares; 2026Q1: 6,153 shares; 2026Q2: 5,378 shares 5,378 $5.73M 2.23% -775 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: 17,561 shares; 2024Q4: 17,434 shares; 2025Q1: 16,462 shares; 2025Q2: 15,443 shares; 2025Q3: 15,880 shares; 2025Q4: 15,920 shares; 2026Q1: 15,905 shares; 2026Q2: 16,224 shares 16,224 $5.31M 2.07% +319 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: 31,002 shares; 2024Q4: 31,239 shares; 2025Q1: 33,019 shares; 2025Q2: 33,137 shares; 2025Q3: 37,692 shares; 2025Q4: 38,782 shares; 2026Q1: 38,213 shares; 2026Q2: 38,792 shares 38,792 $5.3M 2.07% +579 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: 16,386 shares; 2024Q4: 16,330 shares; 2025Q1: 15,879 shares; 2025Q2: 15,786 shares; 2025Q3: 15,881 shares; 2025Q4: 16,216 shares; 2026Q1: 16,339 shares; 2026Q2: 16,609 shares 16,609 $4.52M 1.76% +270 Timeline CCNE CNB FINL CORP PA More: the full row for CNB FINL CORP PA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 167,783 shares; 2024Q4: 166,257 shares; 2025Q1: 156,984 shares; 2025Q2: 154,131 shares; 2025Q3: 155,749 shares; 2025Q4: 148,050 shares; 2026Q1: 134,551 shares; 2026Q2: 131,750 shares 131,750 $4.44M 1.73% -2,801 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: 6,194 shares; 2024Q4: 5,969 shares; 2025Q1: 5,969 shares; 2025Q2: 5,908 shares; 2025Q3: 8,307 shares; 2025Q4: 8,307 shares; 2026Q1: 10,632 shares; 2026Q2: 10,632 shares 10,632 $3.93M 1.53% 0 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,654 shares; 2024Q4: 10,822 shares; 2025Q1: 9,769 shares; 2025Q2: 9,630 shares; 2025Q3: 10,106 shares; 2025Q4: 10,460 shares; 2026Q1: 10,626 shares; 2026Q2: 11,071 shares 11,071 $3.8M 1.48% +445 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: 9,042 shares; 2024Q4: 8,521 shares; 2025Q1: 9,764 shares; 2025Q2: 9,544 shares; 2025Q3: 9,772 shares; 2025Q4: 9,401 shares; 2026Q1: 9,367 shares; 2026Q2: 8,865 shares 8,865 $3.73M 1.45% -502 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: 16,017 shares; 2024Q4: 15,603 shares; 2025Q1: 14,352 shares; 2025Q2: 14,037 shares; 2025Q3: 14,405 shares; 2025Q4: 14,303 shares; 2026Q1: 14,318 shares; 2026Q2: 14,526 shares 14,526 $3.66M 1.42% +208 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: 6,191 shares; 2024Q4: 6,243 shares; 2025Q1: 5,581 shares; 2025Q2: 5,760 shares; 2025Q3: 6,071 shares; 2025Q4: 6,337 shares; 2026Q1: 6,242 shares; 2026Q2: 6,212 shares 6,212 $3.5M 1.36% -30 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: 10,523 shares; 2024Q4: 11,084 shares; 2025Q1: 12,082 shares; 2025Q2: 11,897 shares; 2025Q3: 16,926 shares; 2025Q4: 17,298 shares; 2026Q1: 17,150 shares; 2026Q2: 17,436 shares 17,436 $3.31M 1.29% +286 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,983 shares; 2025Q2: 10,357 shares; 2025Q3: 10,106 shares; 2025Q4: 9,600 shares; 2026Q1: 9,116 shares; 2026Q2: 7,293 shares 7,293 $3.16M 1.23% -1,823 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: 25,506 shares; 2024Q4: 25,610 shares; 2025Q1: 25,419 shares; 2025Q2: 24,887 shares; 2025Q3: 27,835 shares; 2025Q4: 28,162 shares; 2026Q1: 27,983 shares; 2026Q2: 26,538 shares 26,538 $3.12M 1.22% -1,445 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: 7,270 shares; 2024Q4: 7,223 shares; 2025Q1: 7,330 shares; 2025Q2: 7,318 shares; 2025Q3: 7,796 shares; 2025Q4: 7,942 shares; 2026Q1: 7,976 shares; 2026Q2: 8,616 shares 8,616 $3.04M 1.18% +640 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,894 shares; 2024Q4: 2,983 shares; 2025Q1: 2,914 shares; 2025Q2: 2,846 shares; 2025Q3: 2,921 shares; 2025Q4: 3,062 shares; 2026Q1: 3,099 shares; 2026Q2: 3,160 shares 3,160 $2.96M 1.15% +61 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: 19,360 shares; 2024Q4: 19,653 shares; 2025Q1: 18,628 shares; 2025Q2: 18,816 shares; 2025Q3: 20,100 shares; 2025Q4: 21,462 shares; 2026Q1: 21,415 shares; 2026Q2: 22,166 shares 22,166 $2.85M 1.11% +751 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: 19,780 shares; 2024Q4: 20,776 shares; 2025Q1: 21,363 shares; 2025Q2: 20,967 shares; 2025Q3: 21,928 shares; 2025Q4: 23,058 shares; 2026Q1: 22,973 shares; 2026Q2: 23,231 shares 23,231 $2.63M 1.03% +258 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: 3,105 shares; 2024Q4: 3,359 shares; 2025Q1: 3,684 shares; 2025Q2: 3,868 shares; 2025Q3: 3,907 shares; 2025Q4: 3,942 shares; 2026Q1: 4,007 shares; 2026Q2: 4,879 shares 4,879 $2.44M 0.95% +872 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: 17,783 shares; 2024Q4: 17,541 shares; 2025Q1: 16,191 shares; 2025Q2: 15,470 shares; 2025Q3: 15,779 shares; 2025Q4: 15,965 shares; 2026Q1: 16,008 shares; 2026Q2: 16,470 shares 16,470 $2.42M 0.94% +462 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: 3,725 shares; 2024Q4: 4,038 shares; 2025Q1: 4,536 shares; 2025Q2: 4,549 shares; 2025Q3: 4,937 shares; 2025Q4: 5,281 shares; 2026Q1: 5,348 shares; 2026Q2: 5,524 shares 5,524 $2.35M 0.92% +176 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: 1,140 shares; 2024Q4: 1,255 shares; 2025Q1: 1,266 shares; 2025Q2: 1,192 shares; 2025Q3: 1,130 shares; 2025Q4: 1,453 shares; 2026Q1: 1,619 shares; 2026Q2: 1,946 shares 1,946 $2.33M 0.91% +327 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: 3,762 shares; 2024Q4: 3,031 shares; 2025Q1: 3,013 shares; 2025Q2: 3,013 shares; 2025Q3: 2,998 shares; 2025Q4: 2,986 shares; 2026Q1: 2,986 shares; 2026Q2: 2,986 shares 2,986 $2.24M 0.87% 0 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,191 shares; 2024Q4: 7,196 shares; 2025Q1: 6,843 shares; 2025Q2: 6,706 shares; 2025Q3: 6,651 shares; 2025Q4: 6,761 shares; 2026Q1: 6,861 shares; 2026Q2: 7,245 shares 7,245 $1.96M 0.76% +384 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: 4,770 shares; 2024Q4: 4,563 shares; 2025Q1: 4,063 shares; 2025Q2: 3,840 shares; 2025Q3: 3,855 shares; 2025Q4: 3,979 shares; 2026Q1: 4,006 shares; 2026Q2: 4,235 shares 4,235 $1.94M 0.76% +229 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: 16,398 shares; 2024Q4: 16,218 shares; 2025Q1: 16,183 shares; 2025Q2: 15,181 shares; 2025Q3: 24,471 shares; 2025Q4: 24,309 shares; 2026Q1: 23,777 shares; 2026Q2: 23,196 shares 23,196 $1.89M 0.73% -581 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: 7,898 shares; 2024Q4: 7,368 shares; 2025Q1: 5,962 shares; 2025Q2: 5,629 shares; 2025Q3: 7,781 shares; 2025Q4: 7,675 shares; 2026Q1: 7,522 shares; 2026Q2: 7,372 shares 7,372 $1.87M 0.73% -150 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: 2,947 shares; 2024Q4: 5,684 shares; 2025Q1: 6,359 shares; 2025Q2: 6,612 shares; 2025Q3: 6,214 shares; 2025Q4: 6,151 shares; 2026Q1: 6,224 shares; 2026Q2: 5,402 shares 5,402 $1.84M 0.72% -822 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: 11,758 shares; 2024Q4: 11,318 shares; 2025Q1: 9,697 shares; 2025Q2: 9,046 shares; 2025Q3: 10,876 shares; 2025Q4: 10,560 shares; 2026Q1: 10,549 shares; 2026Q2: 10,466 shares 10,466 $1.73M 0.68% -83 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: 216 shares; 2024Q4: 234 shares; 2025Q1: 260 shares; 2025Q2: 261 shares; 2025Q3: 258 shares; 2025Q4: 268 shares; 2026Q1: 276 shares; 2026Q2: 9,625 shares 9,625 $1.72M 0.67% +9,349 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: 11,762 shares; 2024Q4: 11,450 shares; 2025Q1: 10,661 shares; 2025Q2: 10,456 shares; 2025Q3: 10,707 shares; 2025Q4: 11,117 shares; 2026Q1: 11,338 shares; 2026Q2: 12,073 shares 12,073 $1.63M 0.64% +735 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,920 shares; 2024Q4: 3,133 shares; 2025Q1: 3,722 shares; 2025Q2: 3,778 shares; 2025Q3: 4,204 shares; 2025Q4: 4,448 shares; 2026Q1: 4,478 shares; 2026Q2: 4,751 shares 4,751 $1.62M 0.63% +273 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: 3,031 shares; 2024Q4: 2,389 shares; 2025Q1: 2,368 shares; 2025Q2: 2,397 shares; 2025Q3: 2,374 shares; 2025Q4: 2,134 shares; 2026Q1: 2,158 shares; 2026Q2: 2,107 shares 2,107 $1.57M 0.61% -51 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,052 shares; 2024Q4: 2,165 shares; 2025Q1: 2,502 shares; 2025Q2: 2,521 shares; 2025Q3: 2,561 shares; 2025Q4: 2,711 shares; 2026Q1: 2,693 shares; 2026Q2: 2,750 shares 2,750 $1.4M 0.55% +57 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: 1,495 shares; 2024Q4: 1,619 shares; 2025Q1: 1,864 shares; 2025Q2: 2,112 shares; 2025Q3: 2,329 shares; 2025Q4: 2,405 shares; 2026Q1: 2,406 shares; 2026Q2: 2,785 shares 2,785 $1.4M 0.54% +379 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: 3,768 shares; 2024Q4: 4,224 shares; 2025Q1: 4,638 shares; 2025Q2: 4,458 shares; 2025Q3: 5,132 shares; 2025Q4: 5,384 shares; 2026Q1: 5,398 shares; 2026Q2: 5,670 shares 5,670 $1.4M 0.54% +272 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 4,855 shares; 2025Q1: 5,435 shares; 2025Q2: 5,648 shares; 2025Q3: 5,792 shares; 2025Q4: 6,093 shares; 2026Q1: 6,147 shares; 2026Q2: 6,462 shares 6,462 $1.3M 0.51% +315 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: 9,400 shares; 2024Q4: 9,400 shares; 2025Q1: 9,400 shares; 2025Q2: 9,400 shares; 2025Q3: 9,400 shares; 2025Q4: 9,400 shares; 2026Q1: 9,400 shares; 2026Q2: 9,400 shares 9,400 $1.29M 0.5% 0 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,650 shares; 2024Q4: 8,345 shares; 2025Q1: 9,577 shares; 2025Q2: 9,813 shares; 2025Q3: 10,648 shares; 2025Q4: 11,864 shares; 2026Q1: 11,822 shares; 2026Q2: 12,222 shares 12,222 $1.27M 0.5% +400 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: 11,302 shares; 2024Q4: 10,322 shares; 2025Q1: 7,746 shares; 2025Q2: 7,004 shares; 2025Q3: 7,664 shares; 2025Q4: 6,996 shares; 2026Q1: 6,880 shares; 2026Q2: 6,648 shares 6,648 $1.2M 0.47% -232 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,175 shares; 2025Q3: 2,543 shares; 2025Q4: 2,543 shares; 2026Q1: 13,778 shares; 2026Q2: 13,778 shares 13,778 $1.18M 0.46% 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: 4,187 shares; 2024Q4: 4,096 shares; 2025Q1: 3,969 shares; 2025Q2: 3,641 shares; 2025Q3: 3,423 shares; 2025Q4: 3,299 shares; 2026Q1: 3,258 shares; 2026Q2: 2,902 shares 2,902 $1.15M 0.45% -356 Timeline VYMI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 985 shares; 2025Q3: 2,170 shares; 2025Q4: 2,170 shares; 2026Q1: 11,551 shares; 2026Q2: 11,555 shares 11,555 $1.13M 0.44% +4 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: 4,400 shares; 2024Q4: 4,701 shares; 2025Q1: 4,808 shares; 2025Q2: 4,701 shares; 2025Q3: 5,504 shares; 2025Q4: 5,725 shares; 2026Q1: 5,914 shares; 2026Q2: 6,988 shares 6,988 $1.09M 0.43% +1,074 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: 2,355 shares; 2024Q4: 2,652 shares; 2025Q1: 3,028 shares; 2025Q2: 3,085 shares; 2025Q3: 3,320 shares; 2025Q4: 3,561 shares; 2026Q1: 3,625 shares; 2026Q2: 3,929 shares 3,929 $1.09M 0.43% +304 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: 28,559 shares; 2024Q4: 25,265 shares; 2025Q1: 19,825 shares; 2025Q2: 17,667 shares; 2025Q3: 16,187 shares; 2025Q4: 15,132 shares; 2026Q1: 14,937 shares; 2026Q2: 14,550 shares 14,550 $1.08M 0.42% -387 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: 8,742 shares; 2024Q4: 8,436 shares; 2025Q1: 8,679 shares; 2025Q2: 7,964 shares; 2025Q3: 7,715 shares; 2025Q4: 7,517 shares; 2026Q1: 7,329 shares; 2026Q2: 6,083 shares 6,083 $1.07M 0.42% -1,246 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: 47,245 shares; 2024Q4: 43,544 shares; 2025Q1: 40,674 shares; 2025Q2: 39,460 shares; 2025Q3: 44,878 shares; 2025Q4: 44,385 shares; 2026Q1: 44,385 shares; 2026Q2: 44,289 shares 44,289 $1.07M 0.42% -96 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: 3,647 shares; 2024Q4: 3,777 shares; 2025Q1: 4,221 shares; 2025Q2: 4,243 shares; 2025Q3: 4,671 shares; 2025Q4: 4,875 shares; 2026Q1: 5,004 shares; 2026Q2: 5,557 shares 5,557 $1.06M 0.41% +553 Timeline TAXF 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: 22,325 shares; 2024Q4: 22,325 shares; 2025Q1: 18,705 shares; 2025Q2: 18,684 shares; 2025Q3: 17,729 shares; 2025Q4: 18,932 shares; 2026Q1: 18,932 shares; 2026Q2: 20,451 shares 20,451 $1.04M 0.41% +1,519 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: 33 shares; 2024Q4: 33 shares; 2025Q1: 33 shares; 2025Q2: 4,745 shares; 2025Q3: 5,408 shares; 2025Q4: 6,006 shares; 2026Q1: 6,403 shares; 2026Q2: 8,615 shares 8,615 $1.01M 0.4% +2,212 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: 4,706 shares; 2024Q4: 4,514 shares; 2025Q1: 4,511 shares; 2025Q2: 4,319 shares; 2025Q3: 4,754 shares; 2025Q4: 4,606 shares; 2026Q1: 4,529 shares; 2026Q2: 4,522 shares 4,522 $945K 0.37% -7 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: 6,512 shares; 2024Q4: 6,342 shares; 2025Q1: 6,197 shares; 2025Q2: 6,251 shares; 2025Q3: 6,682 shares; 2025Q4: 6,409 shares; 2026Q1: 6,327 shares; 2026Q2: 6,352 shares 6,352 $931K 0.36% +25 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: 9,473 shares; 2024Q4: 9,000 shares; 2025Q1: 6,837 shares; 2025Q2: 6,182 shares; 2025Q3: 5,622 shares; 2025Q4: 5,464 shares; 2026Q1: 5,279 shares; 2026Q2: 4,907 shares 4,907 $907K 0.35% -372 Timeline SHM 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: 25,750 shares; 2024Q4: 25,180 shares; 2025Q1: 20,080 shares; 2025Q2: 20,080 shares; 2025Q3: 19,359 shares; 2025Q4: 20,250 shares; 2026Q1: 19,204 shares; 2026Q2: 18,721 shares 18,721 $898K 0.35% -483 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: 2,432 shares; 2024Q4: 2,435 shares; 2025Q1: 2,431 shares; 2025Q2: 2,399 shares; 2025Q3: 2,399 shares; 2025Q4: 2,399 shares; 2026Q1: 2,399 shares; 2026Q2: 2,399 shares 2,399 $897K 0.35% 0 Timeline VTHR VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,605 shares; 2024Q4: 3,605 shares; 2025Q1: 3,605 shares; 2025Q2: 3,189 shares; 2025Q3: 2,642 shares; 2025Q4: 2,642 shares; 2026Q1: 2,642 shares; 2026Q2: 2,642 shares 2,642 $876K 0.34% 0 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: 528 shares; 2024Q4: 530 shares; 2025Q1: 643 shares; 2025Q2: 614 shares; 2025Q3: 594 shares; 2025Q4: 579 shares; 2026Q1: 548 shares; 2026Q2: 422 shares 422 $840K 0.33% -126 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: 5,466 shares; 2024Q4: 5,295 shares; 2025Q1: 5,496 shares; 2025Q2: 5,567 shares; 2025Q3: 5,551 shares; 2025Q4: 5,574 shares; 2026Q1: 5,549 shares; 2026Q2: 5,549 shares 5,549 $823K 0.32% 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: 1,565 shares; 2024Q4: 1,482 shares; 2025Q1: 1,529 shares; 2025Q2: 1,456 shares; 2025Q3: 1,414 shares; 2025Q4: 14,136 shares; 2026Q1: 13,609 shares; 2026Q2: 11,365 shares 11,365 $811K 0.32% -2,244 Timeline DDOG DATADOG INC More: the full row for DATADOG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,565 shares; 2024Q4: 3,393 shares; 2025Q1: 3,844 shares; 2025Q2: 3,627 shares; 2025Q3: 3,566 shares; 2025Q4: 3,534 shares; 2026Q1: 3,546 shares; 2026Q2: 3,100 shares 3,100 $807K 0.31% -446 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 631 shares; 2024Q4: 634 shares; 2025Q1: 741 shares; 2025Q2: 729 shares; 2025Q3: 739 shares; 2025Q4: 770 shares; 2026Q1: 771 shares; 2026Q2: 707 shares 707 $801K 0.31% -64 Timeline MPWR MONOLITHIC PWR SYS INC More: the full row for MONOLITHIC PWR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 940 shares; 2024Q4: 939 shares; 2025Q1: 878 shares; 2025Q2: 831 shares; 2025Q3: 793 shares; 2025Q4: 775 shares; 2026Q1: 738 shares; 2026Q2: 577 shares 577 $798K 0.31% -161 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: 20,886 shares; 2024Q4: 21,581 shares; 2025Q1: 23,180 shares; 2025Q2: 27,875 shares; 2025Q3: 30,573 shares; 2025Q4: 37,219 shares; 2026Q1: 37,556 shares; 2026Q2: 28,978 shares 28,978 $793K 0.31% -8,578 Timeline ARM ARM HOLDINGS PLC More: the full row for ARM HOLDINGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 376 shares; 2026Q2: 2,124 shares 2,124 $753K 0.29% +1,748 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: 2,713 shares; 2024Q4: 2,651 shares; 2025Q1: 2,671 shares; 2025Q2: 2,531 shares; 2025Q3: 2,398 shares; 2025Q4: 2,378 shares; 2026Q1: 2,369 shares; 2026Q2: 2,168 shares 2,168 $746K 0.29% -201 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,190 shares; 2024Q4: 2,133 shares; 2025Q1: 2,165 shares; 2025Q2: 2,043 shares; 2025Q3: 2,004 shares; 2025Q4: 9,849 shares; 2026Q1: 8,587 shares; 2026Q2: 7,370 shares 7,370 $732K 0.29% -1,217 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: 581 shares; 2024Q4: 556 shares; 2025Q1: 555 shares; 2025Q2: 538 shares; 2025Q3: 538 shares; 2025Q4: 538 shares; 2026Q1: 534 shares; 2026Q2: 619 shares 619 $727K 0.28% +85 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: 3,340 shares; 2024Q4: 3,102 shares; 2025Q1: 2,861 shares; 2025Q2: 2,707 shares; 2025Q3: 2,733 shares; 2025Q4: 2,678 shares; 2026Q1: 2,678 shares; 2026Q2: 2,401 shares 2,401 $704K 0.27% -277 Timeline MPB MID PENN BANCORP INC More: the full row for MID PENN BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,390 shares; 2024Q4: 20,140 shares; 2025Q1: 20,140 shares; 2025Q2: 20,140 shares; 2025Q3: 20,140 shares; 2025Q4: 20,140 shares; 2026Q1: 20,140 shares; 2026Q2: 20,140 shares 20,140 $702K 0.27% 0 Timeline FTV FORTIVE CORP More: the full row for FORTIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,002 shares; 2024Q4: 6,533 shares; 2025Q1: 7,307 shares; 2025Q2: 7,596 shares; 2025Q3: 8,742 shares; 2025Q4: 10,166 shares; 2026Q1: 10,271 shares; 2026Q2: 11,473 shares 11,473 $701K 0.27% +1,202 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: 575 shares; 2024Q4: 575 shares; 2025Q1: 575 shares; 2025Q2: 636 shares; 2025Q3: 1,093 shares; 2025Q4: 853 shares; 2026Q1: 824 shares; 2026Q2: 954 shares 954 $690K 0.27% +130 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,172 shares; 2024Q4: 2,096 shares; 2025Q1: 2,351 shares; 2025Q2: 2,286 shares; 2025Q3: 2,245 shares; 2025Q4: 2,063 shares; 2026Q1: 2,001 shares; 2026Q2: 1,546 shares 1,546 $690K 0.27% -455 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: 5,064 shares; 2024Q4: 4,807 shares; 2025Q1: 3,598 shares; 2025Q2: 3,382 shares; 2025Q3: 3,503 shares; 2025Q4: 3,709 shares; 2026Q1: 3,778 shares; 2026Q2: 3,991 shares 3,991 $653K 0.25% +213 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: 477 shares; 2024Q4: 477 shares; 2025Q1: 477 shares; 2025Q2: 477 shares; 2025Q3: 2,199 shares; 2025Q4: 2,333 shares; 2026Q1: 2,576 shares; 2026Q2: 5,313 shares 5,313 $620K 0.24% +2,737 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: 2,143 shares; 2024Q4: 2,243 shares; 2025Q1: 2,159 shares; 2025Q2: 2,297 shares; 2025Q3: 2,725 shares; 2025Q4: 2,627 shares; 2026Q1: 2,690 shares; 2026Q2: 2,960 shares 2,960 $607K 0.24% +270 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: 1,954 shares; 2024Q4: 1,712 shares; 2025Q1: 1,678 shares; 2025Q2: 1,698 shares; 2025Q3: 2,177 shares; 2025Q4: 2,177 shares; 2026Q1: 2,127 shares; 2026Q2: 2,151 shares 2,151 $605K 0.24% +24 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: 3,071 shares; 2024Q4: 2,973 shares; 2025Q1: 3,218 shares; 2025Q2: 3,085 shares; 2025Q3: 3,056 shares; 2025Q4: 3,127 shares; 2026Q1: 3,190 shares; 2026Q2: 2,741 shares 2,741 $594K 0.23% -449 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: 4,188 shares; 2024Q4: 4,069 shares; 2025Q1: 3,929 shares; 2025Q2: 3,375 shares; 2025Q3: 3,318 shares; 2025Q4: 3,283 shares; 2026Q1: 3,215 shares; 2026Q2: 3,408 shares 3,408 $580K 0.23% +193 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,459 shares; 2024Q4: 1,459 shares; 2025Q1: 1,459 shares; 2025Q2: 1,703 shares; 2025Q3: 6,277 shares; 2025Q4: 6,277 shares; 2026Q1: 6,277 shares; 2026Q2: 6,277 shares 6,277 $575K 0.22% 0 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,841 shares; 2024Q4: 4,587 shares; 2025Q1: 3,906 shares; 2025Q2: 4,589 shares; 2025Q3: 3,366 shares; 2025Q4: 3,366 shares; 2026Q1: 3,355 shares; 2026Q2: 4,039 shares 4,039 $564K 0.22% +684 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: 3,444 shares; 2024Q4: 3,444 shares; 2025Q1: 3,444 shares; 2025Q2: 3,047 shares; 2025Q3: 7,392 shares; 2025Q4: 7,392 shares; 2026Q1: 7,392 shares; 2026Q2: 7,392 shares 7,392 $563K 0.22% 0 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,081 shares; 2024Q4: 2,059 shares; 2025Q1: 2,059 shares; 2025Q2: 1,833 shares; 2025Q3: 1,833 shares; 2025Q4: 1,787 shares; 2026Q1: 1,787 shares; 2026Q2: 1,787 shares 1,787 $562K 0.22% 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: 200 shares; 2024Q4: 200 shares; 2025Q1: 200 shares; 2025Q2: 200 shares; 2025Q3: 200 shares; 2025Q4: not reported; 2026Q1: 2,434 shares; 2026Q2: 5,647 shares 5,647 $543K 0.21% +3,213 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,396 shares; 2024Q4: 7,102 shares; 2025Q1: 7,331 shares; 2025Q2: 6,982 shares; 2025Q3: 6,954 shares; 2025Q4: 5,948 shares; 2026Q1: 5,728 shares; 2026Q2: 4,727 shares 4,727 $540K 0.21% -1,001 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: 87 shares; 2024Q4: 87 shares; 2025Q1: 82 shares; 2025Q2: 82 shares; 2025Q3: 72 shares; 2025Q4: 72 shares; 2026Q1: 400 shares; 2026Q2: 747 shares 747 $538K 0.21% +347 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: 4,434 shares; 2024Q4: 4,434 shares; 2025Q1: 4,434 shares; 2025Q2: 4,434 shares; 2025Q3: 4,434 shares; 2025Q4: 4,514 shares; 2026Q1: 4,434 shares; 2026Q2: 4,434 shares 4,434 $538K 0.21% 0 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 762 shares; 2024Q4: 707 shares; 2025Q1: 672 shares; 2025Q2: 672 shares; 2025Q3: 672 shares; 2025Q4: 672 shares; 2026Q1: 692 shares; 2026Q2: 729 shares 729 $537K 0.21% +37 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: 4,460 shares; 2024Q4: 4,387 shares; 2025Q1: 3,784 shares; 2025Q2: 3,851 shares; 2025Q3: 4,158 shares; 2025Q4: 3,603 shares; 2026Q1: 3,157 shares; 2026Q2: 2,438 shares 2,438 $533K 0.21% -719 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: 7,285 shares; 2024Q4: 7,304 shares; 2025Q1: 7,447 shares; 2025Q2: 5,693 shares; 2025Q3: 5,708 shares; 2025Q4: 6,337 shares; 2026Q1: 6,507 shares; 2026Q2: 7,407 shares 7,407 $532K 0.21% +900 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: 2,194 shares; 2024Q4: 2,050 shares; 2025Q1: 1,588 shares; 2025Q2: 1,482 shares; 2025Q3: 1,220 shares; 2025Q4: 1,077 shares; 2026Q1: 992 shares; 2026Q2: 992 shares 992 $505K 0.2% 0 Timeline LECO LINCOLN ELEC HLDGS INC More: the full row for LINCOLN ELEC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,895 shares; 2024Q4: 1,842 shares; 2025Q1: 2,391 shares; 2025Q2: 2,262 shares; 2025Q3: 2,297 shares; 2025Q4: 2,249 shares; 2026Q1: 2,233 shares; 2026Q2: 1,902 shares 1,902 $505K 0.2% -331 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: 5,233 shares; 2024Q4: 5,232 shares; 2025Q1: 5,232 shares; 2025Q2: 5,232 shares; 2025Q3: 5,232 shares; 2025Q4: 4,723 shares; 2026Q1: 4,768 shares; 2026Q2: 4,798 shares 4,798 $498K 0.19% +30 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: 1,850 shares; 2024Q4: 1,775 shares; 2025Q1: 1,877 shares; 2025Q2: 1,781 shares; 2025Q3: 1,765 shares; 2025Q4: 1,753 shares; 2026Q1: 1,760 shares; 2026Q2: 1,583 shares 1,583 $498K 0.19% -177 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: 5,333 shares; 2024Q4: 5,218 shares; 2025Q1: 5,218 shares; 2025Q2: 4,140 shares; 2025Q3: 4,084 shares; 2025Q4: 5,382 shares; 2026Q1: 5,240 shares; 2026Q2: 5,228 shares 5,228 $482K 0.19% -12 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: 4,418 shares; 2024Q4: 3,941 shares; 2025Q1: 2,869 shares; 2025Q2: 2,551 shares; 2025Q3: 2,309 shares; 2025Q4: 2,127 shares; 2026Q1: 2,127 shares; 2026Q2: 2,027 shares 2,027 $482K 0.19% -100 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 152 shares; 2025Q4: 474 shares; 2026Q1: 625 shares; 2026Q2: 907 shares 907 $477K 0.19% +282 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: 1,153 shares; 2024Q4: 1,153 shares; 2025Q1: 983 shares; 2025Q2: 983 shares; 2025Q3: 983 shares; 2025Q4: 975 shares; 2026Q1: 975 shares; 2026Q2: 975 shares 975 $466K 0.18% 0 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,697 shares; 2024Q4: 4,870 shares; 2025Q1: 3,895 shares; 2025Q2: 2,264 shares; 2025Q3: 2,045 shares; 2025Q4: 1,564 shares; 2026Q1: 1,315 shares; 2026Q2: 1,044 shares 1,044 $434K 0.17% -271 Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,630 shares; 2025Q4: 9,630 shares; 2026Q1: 9,630 shares; 2026Q2: 9,630 shares 9,630 $427K 0.17% 0 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,561 shares; 2024Q4: 5,041 shares; 2025Q1: 6,041 shares; 2025Q2: 7,000 shares; 2025Q3: 7,000 shares; 2025Q4: 7,000 shares; 2026Q1: 11,500 shares; 2026Q2: 11,500 shares 11,500 $423K 0.16% 0 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,008 shares; 2024Q4: 6,414 shares; 2025Q1: 6,324 shares; 2025Q2: 5,156 shares; 2025Q3: 5,156 shares; 2025Q4: 4,934 shares; 2026Q1: 4,980 shares; 2026Q2: 4,639 shares 4,639 $421K 0.16% -341 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: 3,588 shares; 2024Q4: 2,694 shares; 2025Q1: 2,342 shares; 2025Q2: 1,967 shares; 2025Q3: 1,805 shares; 2025Q4: 1,525 shares; 2026Q1: 1,600 shares; 2026Q2: 1,600 shares 1,600 $409K 0.16% 0 Timeline GL GLOBE LIFE INC More: the full row for GLOBE LIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,250 shares; 2024Q4: 2,250 shares; 2025Q1: 2,250 shares; 2025Q2: 2,250 shares; 2025Q3: 2,250 shares; 2025Q4: 2,250 shares; 2026Q1: 2,250 shares; 2026Q2: 2,250 shares 2,250 $402K 0.16% 0 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,321 shares; 2024Q4: 1,191 shares; 2025Q1: 1,126 shares; 2025Q2: 1,058 shares; 2025Q3: 1,058 shares; 2025Q4: 1,058 shares; 2026Q1: 1,104 shares; 2026Q2: 1,104 shares 1,104 $391K 0.15% 0 Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,555 shares; 2025Q2: 3,209 shares; 2025Q3: 3,470 shares; 2025Q4: 3,504 shares; 2026Q1: 4,422 shares; 2026Q2: 4,244 shares 4,244 $390K 0.15% -178 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: 164 shares; 2024Q4: 164 shares; 2025Q1: 164 shares; 2025Q2: 164 shares; 2025Q3: 475 shares; 2025Q4: 475 shares; 2026Q1: 565 shares; 2026Q2: 565 shares 565 $388K 0.15% 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: 7,249 shares; 2024Q4: 6,839 shares; 2025Q1: 6,291 shares; 2025Q2: 6,141 shares; 2025Q3: 7,491 shares; 2025Q4: 6,859 shares; 2026Q1: 6,746 shares; 2026Q2: 6,647 shares 6,647 $383K 0.15% -99 Timeline CLX CLOROX CO DEL More: the full row for CLOROX CO DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,095 shares; 2024Q4: 4,095 shares; 2025Q1: 4,000 shares; 2025Q2: 4,000 shares; 2025Q3: 4,000 shares; 2025Q4: 4,000 shares; 2026Q1: 4,000 shares; 2026Q2: 4,000 shares 4,000 $382K 0.15% 0 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: 5,241 shares; 2024Q4: 4,722 shares; 2025Q1: 3,151 shares; 2025Q2: 2,875 shares; 2025Q3: 2,529 shares; 2025Q4: 2,250 shares; 2026Q1: 2,176 shares; 2026Q2: 1,977 shares 1,977 $355K 0.14% -199 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: 2,063 shares; 2024Q4: 2,029 shares; 2025Q1: 2,029 shares; 2025Q2: 1,179 shares; 2025Q3: 1,179 shares; 2025Q4: 1,179 shares; 2026Q1: 1,179 shares; 2026Q2: 1,179 shares 1,179 $354K 0.14% 0 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,095 shares; 2024Q4: 1,051 shares; 2025Q1: 1,051 shares; 2025Q2: 811 shares; 2025Q3: 749 shares; 2025Q4: 681 shares; 2026Q1: 686 shares; 2026Q2: 686 shares 686 $352K 0.14% 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: 7,095 shares; 2024Q4: 6,122 shares; 2025Q1: 4,361 shares; 2025Q2: 3,335 shares; 2025Q3: 3,074 shares; 2025Q4: 2,575 shares; 2026Q1: 2,575 shares; 2026Q2: 2,220 shares 2,220 $348K 0.14% -355 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,270 shares; 2024Q4: 6,875 shares; 2025Q1: 5,670 shares; 2025Q2: 5,153 shares; 2025Q3: 4,370 shares; 2025Q4: 4,000 shares; 2026Q1: 3,744 shares; 2026Q2: 3,170 shares 3,170 $342K 0.13% -574 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: 4,902 shares; 2024Q4: 4,384 shares; 2025Q1: 3,350 shares; 2025Q2: 2,961 shares; 2025Q3: 3,169 shares; 2025Q4: 2,956 shares; 2026Q1: 2,861 shares; 2026Q2: 2,641 shares 2,641 $334K 0.13% -220 Timeline NYF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,897 shares; 2024Q4: 5,197 shares; 2025Q1: 5,482 shares; 2025Q2: 5,482 shares; 2025Q3: 5,482 shares; 2025Q4: 6,139 shares; 2026Q1: 6,139 shares; 2026Q2: 6,139 shares 6,139 $331K 0.13% 0 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 90 shares; 2024Q4: 90 shares; 2025Q1: 90 shares; 2025Q2: 90 shares; 2025Q3: 2,339 shares; 2025Q4: 2,339 shares; 2026Q1: 2,297 shares; 2026Q2: 2,297 shares 2,297 $329K 0.13% 0 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: 2,737 shares; 2024Q4: 2,737 shares; 2025Q1: 2,737 shares; 2025Q2: 2,737 shares; 2025Q3: 2,737 shares; 2025Q4: 2,737 shares; 2026Q1: 2,737 shares; 2026Q2: 2,737 shares 2,737 $322K 0.13% 0 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,024 shares; 2024Q4: 1,867 shares; 2025Q1: 1,867 shares; 2025Q2: 1,867 shares; 2025Q3: 1,867 shares; 2025Q4: 2,757 shares; 2026Q1: 3,031 shares; 2026Q2: 2,942 shares 2,942 $321K 0.13% -89 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: 4,288 shares; 2024Q4: 3,817 shares; 2025Q1: 2,743 shares; 2025Q2: 2,330 shares; 2025Q3: 1,964 shares; 2025Q4: 1,672 shares; 2026Q1: 1,615 shares; 2026Q2: 1,513 shares 1,513 $321K 0.12% -102 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,775 shares; 2024Q4: 1,746 shares; 2025Q1: 1,805 shares; 2025Q2: 1,702 shares; 2025Q3: 1,629 shares; 2025Q4: 1,609 shares; 2026Q1: 1,581 shares; 2026Q2: 1,213 shares 1,213 $317K 0.12% -368 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 900 shares; 2024Q4: 900 shares; 2025Q1: 900 shares; 2025Q2: 1,900 shares; 2025Q3: 8,400 shares; 2025Q4: 10,900 shares; 2026Q1: 15,900 shares; 2026Q2: 15,900 shares 15,900 $304K 0.12% 0 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 458 shares; 2024Q4: 458 shares; 2025Q1: 453 shares; 2025Q2: 443 shares; 2025Q3: 905 shares; 2025Q4: 898 shares; 2026Q1: 874 shares; 2026Q2: 889 shares 889 $301K 0.12% +15 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: 2,950 shares; 2024Q4: 2,774 shares; 2025Q1: 2,199 shares; 2025Q2: 1,910 shares; 2025Q3: 1,828 shares; 2025Q4: 1,824 shares; 2026Q1: 1,824 shares; 2026Q2: 1,824 shares 1,824 $295K 0.12% 0 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: 1,366 shares; 2024Q4: 1,354 shares; 2025Q1: 1,024 shares; 2025Q2: 906 shares; 2025Q3: 856 shares; 2025Q4: 836 shares; 2026Q1: 836 shares; 2026Q2: 809 shares 809 $293K 0.11% -27 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,532 shares; 2024Q4: 3,370 shares; 2025Q1: 3,370 shares; 2025Q2: 3,370 shares; 2025Q3: 3,370 shares; 2025Q4: 3,370 shares; 2026Q1: 3,370 shares; 2026Q2: 3,370 shares 3,370 $282K 0.11% 0 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 820 shares; 2024Q4: 820 shares; 2025Q1: 820 shares; 2025Q2: 820 shares; 2025Q3: 820 shares; 2025Q4: 820 shares; 2026Q1: 820 shares; 2026Q2: 820 shares 820 $282K 0.11% 0 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,595 shares; 2024Q4: 3,595 shares; 2025Q1: 3,595 shares; 2025Q2: 3,595 shares; 2025Q3: 3,535 shares; 2025Q4: 3,591 shares; 2026Q1: 3,591 shares; 2026Q2: 3,591 shares 3,591 $277K 0.11% 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: 17,656 shares; 2024Q4: 11,404 shares; 2025Q1: 8,043 shares; 2025Q2: 8,552 shares; 2025Q3: 7,186 shares; 2025Q4: 6,800 shares; 2026Q1: 6,712 shares; 2026Q2: 6,404 shares 6,404 $271K 0.11% -308 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: 794 shares; 2024Q4: 794 shares; 2025Q1: 794 shares; 2025Q2: 794 shares; 2025Q3: 794 shares; 2025Q4: 794 shares; 2026Q1: 794 shares; 2026Q2: 794 shares 794 $262K 0.1% 0 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,669 shares; 2024Q4: 1,669 shares; 2025Q1: 1,668 shares; 2025Q2: 1,695 shares; 2025Q3: 1,663 shares; 2025Q4: 1,648 shares; 2026Q1: 1,648 shares; 2026Q2: 1,644 shares 1,644 $249K 0.1% -4 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 235 shares; 2024Q4: 235 shares; 2025Q1: 344 shares; 2025Q2: 344 shares; 2025Q3: 344 shares; 2025Q4: 344 shares; 2026Q1: 351 shares; 2026Q2: 351 shares 351 $247K 0.1% 0 Timeline NVT NVENT ELEC PLC More: the full row for NVENT ELEC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,451 shares; 2024Q4: 1,451 shares; 2025Q1: 1,451 shares; 2025Q2: 1,451 shares; 2025Q3: 1,451 shares; 2025Q4: 1,451 shares; 2026Q1: 1,451 shares; 2026Q2: 1,451 shares 1,451 $246K 0.1% 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: 582 shares; 2024Q4: 582 shares; 2025Q1: 582 shares; 2025Q2: 582 shares; 2025Q3: 2,030 shares; 2025Q4: 2,088 shares; 2026Q1: 1,950 shares; 2026Q2: 1,945 shares 1,945 $246K 0.1% -5 Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 553 shares; 2025Q2: 723 shares; 2025Q3: 803 shares; 2025Q4: 831 shares; 2026Q1: 843 shares; 2026Q2: 510 shares 510 $234K 0.09% -333 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: 246 shares; 2024Q4: 246 shares; 2025Q1: 246 shares; 2025Q2: 246 shares; 2025Q3: 372 shares; 2025Q4: 405 shares; 2026Q1: 442 shares; 2026Q2: 392 shares 392 $228K 0.09% -50 Timeline WING WINGSTOP INC More: the full row for WINGSTOP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 633 shares; 2025Q2: 1,034 shares; 2025Q3: 1,172 shares; 2025Q4: 1,140 shares; 2026Q1: 1,210 shares; 2026Q2: 1,287 shares 1,287 $223K 0.09% +77 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: 12,846 shares; 2024Q4: 11,919 shares; 2025Q1: 10,602 shares; 2025Q2: 10,602 shares; 2025Q3: 16,246 shares; 2025Q4: 13,029 shares; 2026Q1: 12,290 shares; 2026Q2: 10,695 shares 10,695 $221K 0.09% -1,595 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: 948 shares; 2024Q4: 948 shares; 2025Q1: 948 shares; 2025Q2: 948 shares; 2025Q3: 948 shares; 2025Q4: 948 shares; 2026Q1: 1,000 shares; 2026Q2: 988 shares 988 $221K 0.09% -12 Timeline ERIE ERIE INDTY CO More: the full row for ERIE INDTY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 907 shares; 2024Q4: 907 shares; 2025Q1: 907 shares; 2025Q2: 907 shares; 2025Q3: 907 shares; 2025Q4: 907 shares; 2026Q1: 907 shares; 2026Q2: 907 shares 907 $217K 0.08% 0 Timeline ADM ARCHER DANIELS MIDLAND CO More: the full row for ARCHER DANIELS MIDLAND CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,800 shares; 2024Q4: 2,800 shares; 2025Q1: 2,800 shares; 2025Q2: 2,800 shares; 2025Q3: 2,800 shares; 2025Q4: 2,800 shares; 2026Q1: 2,800 shares; 2026Q2: 2,800 shares 2,800 $214K 0.08% 0 Timeline DFIC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,653 shares; 2025Q4: 5,653 shares; 2026Q1: 5,653 shares; 2026Q2: 5,653 shares 5,653 $211K 0.08% 0 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,359 shares; 2024Q4: 2,404 shares; 2025Q1: 1,847 shares; 2025Q2: 1,667 shares; 2025Q3: 1,502 shares; 2025Q4: 1,094 shares; 2026Q1: 987 shares; 2026Q2: 939 shares 939 $207K 0.08% -48 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,385 shares; 2024Q4: 7,104 shares; 2025Q1: 4,352 shares; 2025Q2: 3,747 shares; 2025Q3: 4,157 shares; 2025Q4: 3,981 shares; 2026Q1: 3,782 shares; 2026Q2: 3,782 shares 3,782 $205K 0.08% 0 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 684 shares; 2024Q4: 684 shares; 2025Q1: 683 shares; 2025Q2: 683 shares; 2025Q3: 846 shares; 2025Q4: 794 shares; 2026Q1: 772 shares; 2026Q2: 772 shares 772 $201K 0.08% 0 Timeline IBMQ 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: 7,637 shares; 2025Q4: 7,637 shares; 2026Q1: 7,637 shares; 2026Q2: 7,637 shares 7,637 $195K 0.08% 0 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,149 shares; 2024Q4: 6,593 shares; 2025Q1: 4,912 shares; 2025Q2: 3,938 shares; 2025Q3: 3,143 shares; 2025Q4: 2,159 shares; 2026Q1: 2,110 shares; 2026Q2: 1,893 shares 1,893 $193K 0.08% -217 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: 2,552 shares; 2024Q4: 2,551 shares; 2025Q1: 2,475 shares; 2025Q2: 2,473 shares; 2025Q3: 2,473 shares; 2025Q4: 2,349 shares; 2026Q1: 2,338 shares; 2026Q2: 2,338 shares 2,338 $193K 0.08% 0 Timeline IBMP 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: 7,594 shares; 2025Q4: 7,594 shares; 2026Q1: 7,594 shares; 2026Q2: 7,594 shares 7,594 $193K 0.08% 0 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: 971 shares; 2024Q4: 970 shares; 2025Q1: 970 shares; 2025Q2: 969 shares; 2025Q3: 2,240 shares; 2025Q4: 2,296 shares; 2026Q1: 2,177 shares; 2026Q2: 2,174 shares 2,174 $191K 0.07% -3 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: 4,649 shares; 2024Q4: 4,559 shares; 2025Q1: 4,657 shares; 2025Q2: 4,263 shares; 2025Q3: 4,263 shares; 2025Q4: 4,078 shares; 2026Q1: 4,078 shares; 2026Q2: 4,070 shares 4,070 $189K 0.07% -8 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: 843 shares; 2024Q4: 843 shares; 2025Q1: 843 shares; 2025Q2: 843 shares; 2025Q3: 843 shares; 2025Q4: 843 shares; 2026Q1: 843 shares; 2026Q2: 843 shares 843 $185K 0.07% 0 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,267 shares; 2024Q4: 3,329 shares; 2025Q1: 3,329 shares; 2025Q2: 3,329 shares; 2025Q3: 3,312 shares; 2025Q4: 2,583 shares; 2026Q1: 2,568 shares; 2026Q2: 2,568 shares 2,568 $185K 0.07% 0 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,018 shares; 2024Q4: 9,044 shares; 2025Q1: 5,540 shares; 2025Q2: 4,357 shares; 2025Q3: 4,596 shares; 2025Q4: 3,844 shares; 2026Q1: 3,708 shares; 2026Q2: 3,704 shares 3,704 $185K 0.07% -4 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: 614 shares; 2024Q4: 613 shares; 2025Q1: 612 shares; 2025Q2: 602 shares; 2025Q3: 1,410 shares; 2025Q4: 1,407 shares; 2026Q1: 1,315 shares; 2026Q2: 1,312 shares 1,312 $184K 0.07% -3 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: 1,989 shares; 2024Q4: 1,893 shares; 2025Q1: 2,018 shares; 2025Q2: 2,018 shares; 2025Q3: 2,018 shares; 2025Q4: 2,138 shares; 2026Q1: 2,258 shares; 2026Q2: 2,205 shares 2,205 $181K 0.07% -53 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: 82 shares; 2024Q4: 82 shares; 2025Q1: 77 shares; 2025Q2: 77 shares; 2025Q3: 72 shares; 2025Q4: 70 shares; 2026Q1: 67 shares; 2026Q2: 600 shares 600 $181K 0.07% +533 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 94 shares; 2025Q2: 103 shares; 2025Q3: 230 shares; 2025Q4: 227 shares; 2026Q1: 210 shares; 2026Q2: 185 shares 185 $178K 0.07% -25 Timeline TILT FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 644 shares; 2024Q4: 644 shares; 2025Q1: 644 shares; 2025Q2: 644 shares; 2025Q3: 644 shares; 2025Q4: 644 shares; 2026Q1: 644 shares; 2026Q2: 644 shares 644 $178K 0.07% 0 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,834 shares; 2024Q4: 1,797 shares; 2025Q1: 1,797 shares; 2025Q2: 1,797 shares; 2025Q3: 1,797 shares; 2025Q4: 1,647 shares; 2026Q1: 1,574 shares; 2026Q2: 1,766 shares 1,766 $175K 0.07% +192 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: 165 shares; 2024Q4: 165 shares; 2025Q1: 165 shares; 2025Q2: 164 shares; 2025Q3: 164 shares; 2025Q4: 156 shares; 2026Q1: 171 shares; 2026Q2: 171 shares 171 $173K 0.07% 0 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,102 shares; 2024Q4: 1,102 shares; 2025Q1: 1,102 shares; 2025Q2: 1,102 shares; 2025Q3: 1,102 shares; 2025Q4: 1,102 shares; 2026Q1: 1,102 shares; 2026Q2: 1,102 shares 1,102 $172K 0.07% 0 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 841 shares; 2024Q4: 841 shares; 2025Q1: 841 shares; 2025Q2: 590 shares; 2025Q3: 467 shares; 2025Q4: 375 shares; 2026Q1: 331 shares; 2026Q2: 330 shares 330 $171K 0.07% -1 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,758 shares; 2024Q4: 8,149 shares; 2025Q1: 1,919 shares; 2025Q2: 1,917 shares; 2025Q3: 1,877 shares; 2025Q4: 1,832 shares; 2026Q1: 1,724 shares; 2026Q2: 1,698 shares 1,698 $163K 0.06% -26 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: 3,188 shares; 2024Q4: 2,855 shares; 2025Q1: 2,855 shares; 2025Q2: 2,855 shares; 2025Q3: 2,830 shares; 2025Q4: 2,821 shares; 2026Q1: 2,821 shares; 2026Q2: 2,821 shares 2,821 $163K 0.06% 0 Timeline GSLC GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,127 shares; 2024Q4: 1,127 shares; 2025Q1: 1,127 shares; 2025Q2: 1,127 shares; 2025Q3: 1,127 shares; 2025Q4: 1,127 shares; 2026Q1: 1,127 shares; 2026Q2: 1,127 shares 1,127 $160K 0.06% 0 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: 9,301 shares; 2024Q4: 7,753 shares; 2025Q1: 5,218 shares; 2025Q2: 4,126 shares; 2025Q3: 3,605 shares; 2025Q4: 3,303 shares; 2026Q1: 3,186 shares; 2026Q2: 2,832 shares 2,832 $160K 0.06% -354 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: 4,583 shares; 2024Q4: 3,997 shares; 2025Q1: 2,405 shares; 2025Q2: 2,091 shares; 2025Q3: 1,485 shares; 2025Q4: 1,246 shares; 2026Q1: 1,218 shares; 2026Q2: 1,216 shares 1,216 $159K 0.06% -2 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: 1,425 shares; 2024Q4: 1,425 shares; 2025Q1: 1,425 shares; 2025Q2: 1,425 shares; 2025Q3: 1,425 shares; 2025Q4: 1,425 shares; 2026Q1: 1,425 shares; 2026Q2: 1,425 shares 1,425 $157K 0.06% 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: 800 shares; 2024Q4: 800 shares; 2025Q1: 800 shares; 2025Q2: 800 shares; 2025Q3: 800 shares; 2025Q4: 800 shares; 2026Q1: 800 shares; 2026Q2: 720 shares 720 $153K 0.06% -80 Timeline IBCA 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: 5,689 shares; 2026Q1: 5,663 shares; 2026Q2: 5,946 shares 5,946 $152K 0.06% +283 Timeline IBTQ 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: 5,785 shares; 2026Q1: 5,757 shares; 2026Q2: 6,049 shares 6,049 $152K 0.06% +292 Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6 shares; 2024Q4: 6 shares; 2025Q1: 6 shares; 2025Q2: 6 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,509 shares 1,509 $151K 0.06% new Timeline IGIB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,234 shares; 2024Q4: 3,211 shares; 2025Q1: 3,211 shares; 2025Q2: 3,211 shares; 2025Q3: 3,211 shares; 2025Q4: 3,185 shares; 2026Q1: 2,858 shares; 2026Q2: 2,818 shares 2,818 $150K 0.06% -40 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: 1,563 shares; 2024Q4: 1,563 shares; 2025Q1: 1,563 shares; 2025Q2: 1,563 shares; 2025Q3: 1,563 shares; 2025Q4: 1,563 shares; 2026Q1: 1,563 shares; 2026Q2: 1,563 shares 1,563 $149K 0.06% 0 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 560 shares; 2024Q4: 560 shares; 2025Q1: 560 shares; 2025Q2: 560 shares; 2025Q3: 560 shares; 2025Q4: 560 shares; 2026Q1: 560 shares; 2026Q2: 560 shares 560 $143K 0.06% 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: 109 shares; 2024Q4: 109 shares; 2025Q1: 109 shares; 2025Q2: 109 shares; 2025Q3: 109 shares; 2025Q4: 109 shares; 2026Q1: 148 shares; 2026Q2: 1,184 shares 1,184 $142K 0.06% +1,036 Timeline GVI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,358 shares; 2024Q4: 1,347 shares; 2025Q1: 1,347 shares; 2025Q2: 1,347 shares; 2025Q3: 1,347 shares; 2025Q4: 1,347 shares; 2026Q1: 1,274 shares; 2026Q2: 1,322 shares 1,322 $140K 0.05% +48 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 377 shares; 2024Q4: 377 shares; 2025Q1: 377 shares; 2025Q2: 784 shares; 2025Q3: 784 shares; 2025Q4: 822 shares; 2026Q1: 784 shares; 2026Q2: 694 shares 694 $139K 0.05% -90 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 688 shares; 2024Q4: 450 shares; 2025Q1: 350 shares; 2025Q2: 350 shares; 2025Q3: 350 shares; 2025Q4: 350 shares; 2026Q1: 2,850 shares; 2026Q2: 3,850 shares 3,850 $134K 0.05% +1,000 Timeline KEYS KEYSIGHT TECHNOLOGIES INC More: the full row for KEYSIGHT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 380 shares; 2025Q4: 380 shares; 2026Q1: 380 shares; 2026Q2: 380 shares 380 $133K 0.05% 0 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,113 shares; 2024Q4: 1,113 shares; 2025Q1: 1,113 shares; 2025Q2: 1,113 shares; 2025Q3: 1,113 shares; 2025Q4: 1,113 shares; 2026Q1: 1,113 shares; 2026Q2: 1,113 shares 1,113 $131K 0.05% 0 Timeline IBDZ 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: 1,857 shares; 2025Q4: 4,733 shares; 2026Q1: 4,713 shares; 2026Q2: 4,947 shares 4,947 $129K 0.05% +234 Timeline IBTP 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: 4,832 shares; 2026Q1: 4,810 shares; 2026Q2: 5,054 shares 5,054 $128K 0.05% +244 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: 1,515 shares; 2024Q4: 1,515 shares; 2025Q1: 1,515 shares; 2025Q2: 871 shares; 2025Q3: 871 shares; 2025Q4: 836 shares; 2026Q1: 836 shares; 2026Q2: 836 shares 836 $127K 0.05% 0 Timeline RBLX ROBLOX CORP More: the full row for ROBLOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,396 shares; 2026Q2: 2,307 shares 2,307 $125K 0.05% +911 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,447 shares; 2024Q4: 11,144 shares; 2025Q1: 11,564 shares; 2025Q2: 12,854 shares; 2025Q3: 13,511 shares; 2025Q4: 15,218 shares; 2026Q1: 15,898 shares; 2026Q2: 2,860 shares 2,860 $123K 0.05% -13,038 Timeline DFUV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,176 shares; 2025Q4: 2,176 shares; 2026Q1: 2,176 shares; 2026Q2: 2,176 shares 2,176 $120K 0.05% 0 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 471 shares; 2024Q4: 471 shares; 2025Q1: 471 shares; 2025Q2: 471 shares; 2025Q3: 471 shares; 2025Q4: 546 shares; 2026Q1: 546 shares; 2026Q2: 539 shares 539 $119K 0.05% -7 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: 3,968 shares; 2024Q4: 1,015 shares; 2025Q1: 970 shares; 2025Q2: 972 shares; 2025Q3: 1,179 shares; 2025Q4: 1,146 shares; 2026Q1: 1,146 shares; 2026Q2: 1,146 shares 1,146 $119K 0.05% 0 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 552 shares; 2024Q4: 552 shares; 2025Q1: 552 shares; 2025Q2: 552 shares; 2025Q3: 552 shares; 2025Q4: 552 shares; 2026Q1: 552 shares; 2026Q2: 552 shares 552 $118K 0.05% 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 24 shares; 2026Q2: 101 shares 101 $117K 0.05% +77 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,735 shares; 2024Q4: 1,735 shares; 2025Q1: 1,735 shares; 2025Q2: 1,735 shares; 2025Q3: 1,614 shares; 2025Q4: 1,614 shares; 2026Q1: 1,474 shares; 2026Q2: 1,377 shares 1,377 $117K 0.05% -97 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: 1,530 shares; 2024Q4: 1,525 shares; 2025Q1: 1,525 shares; 2025Q2: 1,525 shares; 2025Q3: 1,525 shares; 2025Q4: 1,525 shares; 2026Q1: 1,525 shares; 2026Q2: 1,525 shares 1,525 $115K 0.04% 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: 5,036 shares; 2024Q4: 5,236 shares; 2025Q1: 4,536 shares; 2025Q2: 4,500 shares; 2025Q3: 4,820 shares; 2025Q4: 4,790 shares; 2026Q1: 4,424 shares; 2026Q2: 4,410 shares 4,410 $108K 0.04% -14 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: 389 shares; 2024Q4: 388 shares; 2025Q1: 387 shares; 2025Q2: 386 shares; 2025Q3: 2,138 shares; 2025Q4: 2,111 shares; 2026Q1: 1,973 shares; 2026Q2: 1,894 shares 1,894 $108K 0.04% -79 Timeline GUNR FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,510 shares; 2024Q4: 3,485 shares; 2025Q1: 2,150 shares; 2025Q2: 2,150 shares; 2025Q3: 2,150 shares; 2025Q4: 2,150 shares; 2026Q1: 2,150 shares; 2026Q2: 2,150 shares 2,150 $106K 0.04% 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: 367 shares; 2024Q4: 220 shares; 2025Q1: 220 shares; 2025Q2: 220 shares; 2025Q3: 220 shares; 2025Q4: 268 shares; 2026Q1: 268 shares; 2026Q2: 264 shares 264 $104K 0.04% -4 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: 708 shares; 2024Q4: 708 shares; 2025Q1: 708 shares; 2025Q2: 903 shares; 2025Q3: 978 shares; 2025Q4: 978 shares; 2026Q1: 948 shares; 2026Q2: 947 shares 947 $104K 0.04% -1 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: 1,158 shares; 2024Q4: 1,157 shares; 2025Q1: 1,083 shares; 2025Q2: 1,083 shares; 2025Q3: 1,773 shares; 2025Q4: 1,773 shares; 2026Q1: 1,697 shares; 2026Q2: 1,696 shares 1,696 $102K 0.04% -1 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: 1,698 shares; 2024Q4: 1,892 shares; 2025Q1: 1,673 shares; 2025Q2: 1,673 shares; 2025Q3: 1,673 shares; 2025Q4: 1,709 shares; 2026Q1: 1,709 shares; 2026Q2: 1,705 shares 1,705 $102K 0.04% -4 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 762 shares; 2025Q4: 762 shares; 2026Q1: 762 shares; 2026Q2: 762 shares 762 $101K 0.04% 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: 564 shares; 2025Q4: 3,870 shares; 2026Q1: 3,821 shares; 2026Q2: 3,973 shares 3,973 $100K 0.04% +152 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: 999 shares; 2024Q4: 960 shares; 2025Q1: 1,024 shares; 2025Q2: 979 shares; 2025Q3: 971 shares; 2025Q4: 977 shares; 2026Q1: 941 shares; 2026Q2: 246 shares 246 $100K 0.04% -695 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,282 shares; 2024Q4: 1,117 shares; 2025Q1: 1,117 shares; 2025Q2: 532 shares; 2025Q3: 532 shares; 2025Q4: 466 shares; 2026Q1: 466 shares; 2026Q2: 444 shares 444 $98.9K 0.04% -22 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 600 shares; 2024Q4: 600 shares; 2025Q1: 600 shares; 2025Q2: 600 shares; 2025Q3: 600 shares; 2025Q4: 600 shares; 2026Q1: 600 shares; 2026Q2: 600 shares 600 $98.6K 0.04% 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: 904 shares; 2025Q4: 4,316 shares; 2026Q1: 4,266 shares; 2026Q2: 4,439 shares 4,439 $98.3K 0.04% +173 Timeline TRP TC ENERGY CORP More: the full row for TC ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,283 shares; 2024Q4: 5,147 shares; 2025Q1: 2,828 shares; 2025Q2: 2,243 shares; 2025Q3: 2,045 shares; 2025Q4: 1,473 shares; 2026Q1: 1,473 shares; 2026Q2: 1,473 shares 1,473 $97.6K 0.04% 0 Timeline PHM PULTE GROUP INC More: the full row for PULTE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 220 shares; 2024Q4: 219 shares; 2025Q1: 219 shares; 2025Q2: 219 shares; 2025Q3: 879 shares; 2025Q4: 868 shares; 2026Q1: 813 shares; 2026Q2: 710 shares 710 $97.4K 0.04% -103 Timeline HBAN HUNTINGTON BANCSHARES INC More: the full row for HUNTINGTON BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,943 shares; 2024Q4: 17,288 shares; 2025Q1: 10,948 shares; 2025Q2: 8,138 shares; 2025Q3: 7,079 shares; 2025Q4: 6,179 shares; 2026Q1: 6,179 shares; 2026Q2: 5,455 shares 5,455 $96.7K 0.04% -724 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,389 shares; 2024Q4: 1,266 shares; 2025Q1: 1,264 shares; 2025Q2: 1,108 shares; 2025Q3: 846 shares; 2025Q4: 771 shares; 2026Q1: 704 shares; 2026Q2: 700 shares 700 $95.8K 0.04% -4 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: 20,022 shares; 2025Q4: 3,966 shares; 2026Q1: 3,928 shares; 2026Q2: 4,094 shares 4,094 $93.7K 0.04% +166 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: 8,126 shares; 2025Q4: 3,742 shares; 2026Q1: 3,706 shares; 2026Q2: 3,864 shares 3,864 $93.6K 0.04% +158 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: 1,518 shares; 2025Q4: 3,736 shares; 2026Q1: 3,700 shares; 2026Q2: 3,857 shares 3,857 $93.5K 0.04% +157 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 820 shares; 2024Q4: 820 shares; 2025Q1: 820 shares; 2025Q2: 820 shares; 2025Q3: 2,725 shares; 2025Q4: 2,725 shares; 2026Q1: 2,533 shares; 2026Q2: 2,528 shares 2,528 $93.4K 0.04% -5 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: 610 shares; 2024Q4: 419 shares; 2025Q1: 419 shares; 2025Q2: 419 shares; 2025Q3: 419 shares; 2025Q4: 419 shares; 2026Q1: 419 shares; 2026Q2: 419 shares 419 $93.4K 0.04% 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: 11,216 shares; 2025Q4: 4,043 shares; 2026Q1: 4,003 shares; 2026Q2: 4,174 shares 4,174 $93.4K 0.04% +171 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: 733 shares; 2024Q4: 733 shares; 2025Q1: 733 shares; 2025Q2: 1,003 shares; 2025Q3: 1,003 shares; 2025Q4: 963 shares; 2026Q1: 963 shares; 2026Q2: 963 shares 963 $92.9K 0.04% 0 Timeline ROP ROPER TECHNOLOGIES INC More: the full row for ROPER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 321 shares; 2024Q4: 321 shares; 2025Q1: 321 shares; 2025Q2: 321 shares; 2025Q3: 270 shares; 2025Q4: 270 shares; 2026Q1: 282 shares; 2026Q2: 270 shares 270 $91.4K 0.04% -12 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2 shares; 2024Q4: 2 shares; 2025Q1: 2 shares; 2025Q2: 2 shares; 2025Q3: 1,098 shares; 2025Q4: 1,078 shares; 2026Q1: 985 shares; 2026Q2: 975 shares 975 $91.3K 0.04% -10 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 263 shares; 2024Q4: 263 shares; 2025Q1: 263 shares; 2025Q2: 263 shares; 2025Q3: 263 shares; 2025Q4: 263 shares; 2026Q1: 263 shares; 2026Q2: 263 shares 263 $90.2K 0.04% 0 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,220 shares; 2024Q4: 3,082 shares; 2025Q1: 2,343 shares; 2025Q2: 1,840 shares; 2025Q3: 1,055 shares; 2025Q4: 706 shares; 2026Q1: 768 shares; 2026Q2: 732 shares 732 $90.1K 0.04% -36 Timeline BTI BRITISH AMERN TOB PLC More: the full row for BRITISH AMERN TOB PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,853 shares; 2024Q4: 7,757 shares; 2025Q1: 4,766 shares; 2025Q2: 1,950 shares; 2025Q3: 1,790 shares; 2025Q4: 1,467 shares; 2026Q1: 1,467 shares; 2026Q2: 1,448 shares 1,448 $89.4K 0.03% -19 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: 425 shares; 2024Q4: 424 shares; 2025Q1: 423 shares; 2025Q2: 422 shares; 2025Q3: 422 shares; 2025Q4: 420 shares; 2026Q1: 420 shares; 2026Q2: 402 shares 402 $88.8K 0.03% -18 Timeline IBHK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,255 shares; 2026Q1: 3,240 shares; 2026Q2: 3,400 shares 3,400 $87.6K 0.03% +160 Timeline DEXC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,059 shares; 2025Q4: 1,059 shares; 2026Q1: 1,059 shares; 2026Q2: 1,059 shares 1,059 $87.5K 0.03% 0 Timeline IBHJ 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: 3,165 shares; 2026Q1: 3,150 shares; 2026Q2: 3,304 shares 3,304 $87.4K 0.03% +154 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: 80 shares; 2024Q4: 80 shares; 2025Q1: 80 shares; 2025Q2: 80 shares; 2025Q3: 80 shares; 2025Q4: 80 shares; 2026Q1: 187 shares; 2026Q2: 237 shares 237 $87.3K 0.03% +50 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: 2,129 shares; 2024Q4: 2,129 shares; 2025Q1: 2,129 shares; 2025Q2: 2,129 shares; 2025Q3: 2,129 shares; 2025Q4: 2,129 shares; 2026Q1: 2,129 shares; 2026Q2: 2,129 shares 2,129 $87.1K 0.03% 0 Timeline IBHI 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: 3,566 shares; 2026Q1: 3,550 shares; 2026Q2: 3,724 shares 3,724 $87.1K 0.03% +174 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: not reported; 2025Q2: not reported; 2025Q3: 770 shares; 2025Q4: 770 shares; 2026Q1: 691 shares; 2026Q2: 690 shares 690 $83.8K 0.03% -1 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: 1,368 shares; 2024Q4: 1,263 shares; 2025Q1: 445 shares; 2025Q2: 445 shares; 2025Q3: 438 shares; 2025Q4: 438 shares; 2026Q1: 528 shares; 2026Q2: 527 shares 527 $83.3K 0.03% -1 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: 5,704 shares; 2025Q4: 3,400 shares; 2026Q1: 3,384 shares; 2026Q2: 3,551 shares 3,551 $82.2K 0.03% +167 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: 1,602 shares; 2024Q4: 1,130 shares; 2025Q1: 971 shares; 2025Q2: 875 shares; 2025Q3: 817 shares; 2025Q4: 690 shares; 2026Q1: 641 shares; 2026Q2: 607 shares 607 $82.2K 0.03% -34 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: 2,905 shares; 2025Q4: 3,606 shares; 2026Q1: 3,589 shares; 2026Q2: 3,767 shares 3,767 $82.1K 0.03% +178 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: 2,570 shares; 2025Q4: 3,115 shares; 2026Q1: 3,102 shares; 2026Q2: 3,256 shares 3,256 $82K 0.03% +154 Timeline IBTJ 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: 18,431 shares; 2025Q4: 3,619 shares; 2026Q1: 3,603 shares; 2026Q2: 3,783 shares 3,783 $81.9K 0.03% +180 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: 6,101 shares; 2025Q4: 3,761 shares; 2026Q1: 3,743 shares; 2026Q2: 3,930 shares 3,930 $81.9K 0.03% +187 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: 2,057 shares; 2025Q4: 4,009 shares; 2026Q1: 3,992 shares; 2026Q2: 4,190 shares 4,190 $81.9K 0.03% +198 Timeline IBTL 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: 6,598 shares; 2025Q4: 3,878 shares; 2026Q1: 3,860 shares; 2026Q2: 4,054 shares 4,054 $81.9K 0.03% +194 Timeline IBDY 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: 3,042 shares; 2026Q1: 3,027 shares; 2026Q2: 3,179 shares 3,179 $81.8K 0.03% +152 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: 3,167 shares; 2025Q4: 3,443 shares; 2026Q1: 3,426 shares; 2026Q2: 3,599 shares 3,599 $81.7K 0.03% +173 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: 632 shares; 2024Q4: 632 shares; 2025Q1: 632 shares; 2025Q2: 632 shares; 2025Q3: 632 shares; 2025Q4: 632 shares; 2026Q1: 632 shares; 2026Q2: 1,120 shares 1,120 $81.6K 0.03% +488 Timeline IBTO 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: 5,949 shares; 2025Q4: 3,226 shares; 2026Q1: 3,211 shares; 2026Q2: 3,375 shares 3,375 $81.4K 0.03% +164 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 116 shares; 2024Q4: 116 shares; 2025Q1: 116 shares; 2025Q2: 116 shares; 2025Q3: 245 shares; 2025Q4: 245 shares; 2026Q1: 225 shares; 2026Q2: 325 shares 325 $80.7K 0.03% +100 Timeline ACWI ISHARES TR More: the full row for ISHARES 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 $78.5K 0.03% 0 Timeline WAT WATERS CORP More: the full row for WATERS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 220 shares; 2026Q2: 206 shares 206 $77.3K 0.03% -14 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: not reported; 2025Q2: 715 shares; 2025Q3: 715 shares; 2025Q4: 715 shares; 2026Q1: 715 shares; 2026Q2: 715 shares 715 $76.5K 0.03% 0 Timeline AWK AMERICAN WTR WKS CO INC NEW More: the full row for AMERICAN WTR WKS CO INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 580 shares; 2024Q4: 580 shares; 2025Q1: 580 shares; 2025Q2: 580 shares; 2025Q3: 580 shares; 2025Q4: 580 shares; 2026Q1: 580 shares; 2026Q2: 580 shares 580 $76.3K 0.03% 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: not reported; 2025Q2: not reported; 2025Q3: 2,528 shares; 2025Q4: 2,528 shares; 2026Q1: 2,268 shares; 2026Q2: 2,259 shares 2,259 $75.2K 0.03% -9 Timeline GSIE GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,623 shares; 2024Q4: 1,623 shares; 2025Q1: 1,623 shares; 2025Q2: 1,623 shares; 2025Q3: 1,623 shares; 2025Q4: 1,623 shares; 2026Q1: 1,623 shares; 2026Q2: 1,623 shares 1,623 $74.2K 0.03% 0 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 305 shares; 2024Q4: 305 shares; 2025Q1: 305 shares; 2025Q2: 305 shares; 2025Q3: 305 shares; 2025Q4: 305 shares; 2026Q1: 305 shares; 2026Q2: 305 shares 305 $73.9K 0.03% 0 Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,890 shares; 2024Q4: 18,317 shares; 2025Q1: 19,184 shares; 2025Q2: 17,957 shares; 2025Q3: 17,869 shares; 2025Q4: 15,519 shares; 2026Q1: 13,686 shares; 2026Q2: 2,143 shares 2,143 $72.9K 0.03% -11,543 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 22 shares; 2025Q3: 245 shares; 2025Q4: 245 shares; 2026Q1: 240 shares; 2026Q2: 240 shares 240 $72.7K 0.03% 0 Timeline NRG NRG ENERGY INC More: the full row for NRG ENERGY 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: 509 shares; 2025Q4: 498 shares; 2026Q1: 497 shares; 2026Q2: 493 shares 493 $72K 0.03% -4 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: 910 shares; 2024Q4: 910 shares; 2025Q1: 910 shares; 2025Q2: 686 shares; 2025Q3: 686 shares; 2025Q4: 686 shares; 2026Q1: 665 shares; 2026Q2: 628 shares 628 $71.4K 0.03% -37 Timeline RIVN RIVIAN AUTOMOTIVE INC More: the full row for RIVIAN AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,000 shares; 2024Q4: 4,000 shares; 2025Q1: 4,000 shares; 2025Q2: 4,000 shares; 2025Q3: 4,000 shares; 2025Q4: 4,000 shares; 2026Q1: 4,000 shares; 2026Q2: 4,000 shares 4,000 $69.4K 0.03% 0 Timeline CBRE CBRE GROUP INC More: the full row for CBRE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 185 shares; 2024Q4: 185 shares; 2025Q1: 185 shares; 2025Q2: 185 shares; 2025Q3: 549 shares; 2025Q4: 541 shares; 2026Q1: 511 shares; 2026Q2: 506 shares 506 $68.2K 0.03% -5 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: 3 shares; 2024Q4: 3 shares; 2025Q1: 3 shares; 2025Q2: 614 shares; 2025Q3: 966 shares; 2025Q4: 949 shares; 2026Q1: 895 shares; 2026Q2: 889 shares 889 $67.6K 0.03% -6 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: 591 shares; 2024Q4: 591 shares; 2025Q1: 591 shares; 2025Q2: 591 shares; 2025Q3: 591 shares; 2025Q4: 591 shares; 2026Q1: 591 shares; 2026Q2: 591 shares 591 $66.8K 0.03% 0 Timeline XETYX EATON VANCE TAX-MANAGED DIVE More: the full row for EATON VANCE TAX-MANAGED DIVE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,590 shares; 2024Q4: 4,590 shares; 2025Q1: 4,590 shares; 2025Q2: 4,590 shares; 2025Q3: 4,590 shares; 2025Q4: 4,590 shares; 2026Q1: 4,590 shares; 2026Q2: 4,590 shares 4,590 $66.7K 0.03% 0 Timeline STLD STEEL DYNAMICS INC More: the full row for STEEL DYNAMICS 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: 311 shares; 2025Q4: 308 shares; 2026Q1: 292 shares; 2026Q2: 289 shares 289 $66.3K 0.03% -3 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: 566 shares; 2024Q4: 566 shares; 2025Q1: 566 shares; 2025Q2: 564 shares; 2025Q3: 564 shares; 2025Q4: 564 shares; 2026Q1: 564 shares; 2026Q2: 564 shares 564 $65.9K 0.03% 0 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,048 shares; 2024Q4: 725 shares; 2025Q1: 516 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 172 shares; 2026Q2: 100 shares 100 $65.6K 0.03% -72 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: 151 shares; 2024Q4: 151 shares; 2025Q1: 151 shares; 2025Q2: 151 shares; 2025Q3: 144 shares; 2025Q4: 144 shares; 2026Q1: 144 shares; 2026Q2: 527 shares 527 $65.4K 0.03% +383 Timeline IBHL 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: 2,453 shares; 2026Q1: 2,442 shares; 2026Q2: 2,563 shares 2,563 $65.1K 0.03% +121 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: 441 shares; 2024Q4: 441 shares; 2025Q1: 440 shares; 2025Q2: 435 shares; 2025Q3: 435 shares; 2025Q4: 383 shares; 2026Q1: 383 shares; 2026Q2: 383 shares 383 $64.2K 0.03% 0 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,000 shares; 2024Q4: 2,000 shares; 2025Q1: 2,000 shares; 2025Q2: 2,000 shares; 2025Q3: 2,000 shares; 2025Q4: 2,000 shares; 2026Q1: 2,000 shares; 2026Q2: 2,000 shares 2,000 $63.9K 0.02% 0 Timeline DIHP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,854 shares; 2024Q4: 1,854 shares; 2025Q1: 1,854 shares; 2025Q2: 1,854 shares; 2025Q3: 1,854 shares; 2025Q4: 1,854 shares; 2026Q1: 1,854 shares; 2026Q2: 1,854 shares 1,854 $63.3K 0.02% 0 Timeline XYL XYLEM INC More: the full row for XYLEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 761 shares; 2024Q4: 761 shares; 2025Q1: 761 shares; 2025Q2: 761 shares; 2025Q3: 761 shares; 2025Q4: 536 shares; 2026Q1: 536 shares; 2026Q2: 534 shares 534 $63.1K 0.02% -2 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: 744 shares; 2024Q4: 744 shares; 2025Q1: 619 shares; 2025Q2: 469 shares; 2025Q3: 518 shares; 2025Q4: 504 shares; 2026Q1: 653 shares; 2026Q2: 653 shares 653 $62.5K 0.02% 0 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 903 shares; 2024Q4: 903 shares; 2025Q1: 903 shares; 2025Q2: 903 shares; 2025Q3: 903 shares; 2025Q4: 903 shares; 2026Q1: 852 shares; 2026Q2: 852 shares 852 $62.5K 0.02% 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: 500 shares; 2024Q4: 500 shares; 2025Q1: 500 shares; 2025Q2: 500 shares; 2025Q3: 524 shares; 2025Q4: 524 shares; 2026Q1: 524 shares; 2026Q2: 524 shares 524 $61.8K 0.02% 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: not reported; 2025Q2: not reported; 2025Q3: 1,433 shares; 2025Q4: 1,433 shares; 2026Q1: 1,290 shares; 2026Q2: 1,286 shares 1,286 $61.3K 0.02% -4 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: 997 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 630 shares; 2025Q3: 788 shares; 2025Q4: 788 shares; 2026Q1: 705 shares; 2026Q2: 703 shares 703 $61.1K 0.02% -2 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: 345 shares; 2024Q4: 345 shares; 2025Q1: 345 shares; 2025Q2: 345 shares; 2025Q3: 345 shares; 2025Q4: 345 shares; 2026Q1: 345 shares; 2026Q2: 345 shares 345 $60K 0.02% 0 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 300 shares; 2024Q4: 300 shares; 2025Q1: 300 shares; 2025Q2: 300 shares; 2025Q3: 898 shares; 2025Q4: 890 shares; 2026Q1: 841 shares; 2026Q2: 536 shares 536 $59.9K 0.02% -305 Timeline MSCI MSCI INC More: the full row for MSCI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 897 shares; 2024Q4: 848 shares; 2025Q1: 828 shares; 2025Q2: 347 shares; 2025Q3: 261 shares; 2025Q4: 238 shares; 2026Q1: 228 shares; 2026Q2: 105 shares 105 $58.8K 0.02% -123 Timeline FTI TECHNIPFMC PLC More: the full row for TECHNIPFMC 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: not reported; 2026Q2: 876 shares 876 $58.1K 0.02% new Timeline COO COOPER COS INC More: the full row for COOPER COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 800 shares; 2024Q4: 800 shares; 2025Q1: 800 shares; 2025Q2: 800 shares; 2025Q3: 800 shares; 2025Q4: 800 shares; 2026Q1: 800 shares; 2026Q2: 800 shares 800 $57.4K 0.02% 0 Timeline FNB F N B CORP More: the full row for F N B CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,000 shares; 2024Q4: 3,000 shares; 2025Q1: 3,000 shares; 2025Q2: 3,000 shares; 2025Q3: 3,000 shares; 2025Q4: 3,000 shares; 2026Q1: 3,000 shares; 2026Q2: 3,000 shares 3,000 $57.2K 0.02% 0 Timeline XYZ BLOCK INC More: the full row for BLOCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 746 shares; 2024Q4: 746 shares; 2025Q1: 746 shares; 2025Q2: 746 shares; 2025Q3: 746 shares; 2025Q4: 746 shares; 2026Q1: 746 shares; 2026Q2: 746 shares 746 $56.7K 0.02% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 118 shares; 2026Q1: 118 shares; 2026Q2: 657 shares 657 $56.6K 0.02% +539 Timeline VDC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 243 shares; 2024Q4: 243 shares; 2025Q1: 243 shares; 2025Q2: 243 shares; 2025Q3: 243 shares; 2025Q4: 243 shares; 2026Q1: 243 shares; 2026Q2: 243 shares 243 $54.8K 0.02% 0 Timeline HAS HASBRO INC More: the full row for HASBRO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,577 shares; 2024Q4: 3,083 shares; 2025Q1: 1,403 shares; 2025Q2: 1,042 shares; 2025Q3: 861 shares; 2025Q4: 661 shares; 2026Q1: 661 shares; 2026Q2: 661 shares 661 $54.6K 0.02% 0 Timeline FVAL 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: 686 shares; 2024Q4: 686 shares; 2025Q1: 686 shares; 2025Q2: 686 shares; 2025Q3: 686 shares; 2025Q4: 686 shares; 2026Q1: 686 shares; 2026Q2: 686 shares 686 $53.5K 0.02% 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: 400 shares; 2024Q4: 400 shares; 2025Q1: 400 shares; 2025Q2: 400 shares; 2025Q3: 400 shares; 2025Q4: 400 shares; 2026Q1: 400 shares; 2026Q2: 400 shares 400 $53K 0.02% 0 Timeline IBHF 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: 2,251 shares; 2026Q1: 2,233 shares; 2026Q2: 2,335 shares 2,335 $52.9K 0.02% +102 Timeline IBHH 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: 2,174 shares; 2026Q1: 2,154 shares; 2026Q2: 2,247 shares 2,247 $52.8K 0.02% +93 Timeline IBHG 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: 2,293 shares; 2026Q1: 2,273 shares; 2026Q2: 2,373 shares 2,373 $52.4K 0.02% +100 Timeline AIG AMERICAN INTL GROUP INC More: the full row for AMERICAN INTL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 690 shares; 2024Q4: 690 shares; 2025Q1: 690 shares; 2025Q2: 690 shares; 2025Q3: 690 shares; 2025Q4: 690 shares; 2026Q1: 690 shares; 2026Q2: 690 shares 690 $51.4K 0.02% 0 Timeline PFFA ETFIS SER TR I More: the full row for ETFIS SER TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,500 shares 2,500 $51.4K 0.02% new Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 300 shares; 2024Q4: 300 shares; 2025Q1: 300 shares; 2025Q2: 300 shares; 2025Q3: 538 shares; 2025Q4: 538 shares; 2026Q1: 518 shares; 2026Q2: 518 shares 518 $50.9K 0.02% 0 Timeline QLC FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 550 shares; 2024Q4: 550 shares; 2025Q1: 550 shares; 2025Q2: 550 shares; 2025Q3: 550 shares; 2025Q4: 550 shares; 2026Q1: 550 shares; 2026Q2: 550 shares 550 $49.4K 0.02% 0 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,800 shares; 2024Q4: 4,609 shares; 2025Q1: 2,628 shares; 2025Q2: 1,477 shares; 2025Q3: 1,173 shares; 2025Q4: 864 shares; 2026Q1: 864 shares; 2026Q2: 715 shares 715 $48.8K 0.02% -149 Timeline CRL CHARLES RIV LABS INTL INC More: the full row for CHARLES RIV LABS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,702 shares; 2024Q4: 2,462 shares; 2025Q1: 1,813 shares; 2025Q2: 1,042 shares; 2025Q3: 779 shares; 2025Q4: 536 shares; 2026Q1: 361 shares; 2026Q2: 211 shares 211 $47.9K 0.02% -150 Timeline TPR TAPESTRY INC More: the full row for TAPESTRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 325 shares; 2024Q4: 325 shares; 2025Q1: 325 shares; 2025Q2: 325 shares; 2025Q3: 325 shares; 2025Q4: 325 shares; 2026Q1: 325 shares; 2026Q2: 325 shares 325 $47.6K 0.02% 0 Timeline FE FIRSTENERGY CORP More: the full row for FIRSTENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,034 shares; 2024Q4: 1,150 shares; 2025Q1: 1,150 shares; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares; 2026Q1: 1,000 shares; 2026Q2: 1,000 shares 1,000 $47.5K 0.02% 0 Timeline NFRA FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 725 shares; 2024Q4: 725 shares; 2025Q1: 725 shares; 2025Q2: 725 shares; 2025Q3: 725 shares; 2025Q4: 725 shares; 2026Q1: 725 shares; 2026Q2: 725 shares 725 $46.5K 0.02% 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: 514 shares; 2024Q4: 417 shares; 2025Q1: 417 shares; 2025Q2: 417 shares; 2025Q3: 417 shares; 2025Q4: 417 shares; 2026Q1: 417 shares; 2026Q2: 417 shares 417 $46.1K 0.02% 0 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,935 shares; 2024Q4: 3,136 shares; 2025Q1: 1,999 shares; 2025Q2: 1,480 shares; 2025Q3: 1,244 shares; 2025Q4: 957 shares; 2026Q1: 900 shares; 2026Q2: 589 shares 589 $46.1K 0.02% -311 Timeline AVEM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 477 shares; 2024Q4: 477 shares; 2025Q1: 477 shares; 2025Q2: 477 shares; 2025Q3: 477 shares; 2025Q4: 477 shares; 2026Q1: 477 shares; 2026Q2: 477 shares 477 $46K 0.02% 0 Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 121 shares; 2025Q4: 180 shares; 2026Q1: 165 shares; 2026Q2: 162 shares 162 $45.5K 0.02% -3 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 471 shares; 2024Q4: 471 shares; 2025Q1: 471 shares; 2025Q2: 471 shares; 2025Q3: 471 shares; 2025Q4: 471 shares; 2026Q1: 471 shares; 2026Q2: 471 shares 471 $45.4K 0.02% 0 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 225 shares; 2024Q4: 225 shares; 2025Q1: 225 shares; 2025Q2: 225 shares; 2025Q3: 225 shares; 2025Q4: 225 shares; 2026Q1: 257 shares; 2026Q2: 257 shares 257 $45.1K 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 32 shares; 2026Q1: 59 shares; 2026Q2: 59 shares 59 $45K 0.02% 0 Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 577 shares; 2025Q3: 577 shares; 2025Q4: 577 shares; 2026Q1: 577 shares; 2026Q2: 577 shares 577 $44.3K 0.02% 0 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 257 shares; 2024Q4: 257 shares; 2025Q1: 257 shares; 2025Q2: 257 shares; 2025Q3: 257 shares; 2025Q4: 257 shares; 2026Q1: 257 shares; 2026Q2: 257 shares 257 $43.4K 0.02% 0 Timeline PMAR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 473 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 899 shares; 2025Q4: 899 shares; 2026Q1: 899 shares; 2026Q2: 899 shares 899 $42.9K 0.02% 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: 556 shares; 2024Q4: 555 shares; 2025Q1: 555 shares; 2025Q2: 513 shares; 2025Q3: 513 shares; 2025Q4: 513 shares; 2026Q1: 513 shares; 2026Q2: 482 shares 482 $42.7K 0.02% -31 Timeline IP INTERNATIONAL PAPER CO More: the full row for INTERNATIONAL PAPER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 998 shares; 2024Q4: 998 shares; 2025Q1: 998 shares; 2025Q2: 998 shares; 2025Q3: 1,880 shares; 2025Q4: 1,880 shares; 2026Q1: 1,099 shares; 2026Q2: 1,096 shares 1,096 $41.8K 0.02% -3 Timeline GEHC GE HEALTHCARE TECHNOLOGIES I More: the full row for GE HEALTHCARE TECHNOLOGIES I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 708 shares; 2024Q4: 703 shares; 2025Q1: 703 shares; 2025Q2: 697 shares; 2025Q3: 672 shares; 2025Q4: 672 shares; 2026Q1: 672 shares; 2026Q2: 643 shares 643 $41.2K 0.02% -29 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 34 shares; 2024Q4: 34 shares; 2025Q1: 34 shares; 2025Q2: 34 shares; 2025Q3: 197 shares; 2025Q4: 154 shares; 2026Q1: 145 shares; 2026Q2: 147 shares 147 $40.5K 0.02% +2 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: 3,876 shares; 2024Q4: 3,130 shares; 2025Q1: 1,757 shares; 2025Q2: 1,289 shares; 2025Q3: 948 shares; 2025Q4: 530 shares; 2026Q1: 530 shares; 2026Q2: 530 shares 530 $40.1K 0.02% 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: not reported; 2025Q3: 880 shares; 2025Q4: 880 shares; 2026Q1: 880 shares; 2026Q2: 880 shares 880 $39.7K 0.02% 0 Timeline NWBI NORTHWEST BANCSHARES INC More: the full row for NORTHWEST BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,782 shares; 2024Q4: 2,782 shares; 2025Q1: 2,782 shares; 2025Q2: 2,782 shares; 2025Q3: 2,782 shares; 2025Q4: 4,751 shares; 2026Q1: 2,557 shares; 2026Q2: 2,557 shares 2,557 $38.8K 0.02% 0 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,329 shares; 2024Q4: 6,262 shares; 2025Q1: 2,550 shares; 2025Q2: 1,848 shares; 2025Q3: 1,803 shares; 2025Q4: 1,803 shares; 2026Q1: 1,803 shares; 2026Q2: 1,215 shares 1,215 $38.5K 0.02% -588 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: 12 shares; 2024Q4: 12 shares; 2025Q1: 12 shares; 2025Q2: 12 shares; 2025Q3: 12 shares; 2025Q4: 12 shares; 2026Q1: 12 shares; 2026Q2: 12 shares 12 $38.4K 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 728 shares; 2025Q4: 728 shares; 2026Q1: 728 shares; 2026Q2: 728 shares 728 $38.2K 0.01% 0 Timeline VICI VICI PPTYS INC More: the full row for VICI PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,433 shares; 2024Q4: 1,433 shares; 2025Q1: 1,433 shares; 2025Q2: 1,433 shares; 2025Q3: 1,433 shares; 2025Q4: 1,433 shares; 2026Q1: 1,433 shares; 2026Q2: 1,433 shares 1,433 $38K 0.01% 0 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 118 shares; 2024Q4: 118 shares; 2025Q1: 118 shares; 2025Q2: 118 shares; 2025Q3: 118 shares; 2025Q4: 118 shares; 2026Q1: 118 shares; 2026Q2: 472 shares 472 $38K 0.01% +354 Timeline BOAT TIDAL TRUST I More: the full row for TIDAL TRUST I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,000 shares; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares; 2026Q1: 1,000 shares; 2026Q2: 1,000 shares 1,000 $37.9K 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: 303 shares; 2024Q4: 303 shares; 2025Q1: 303 shares; 2025Q2: 303 shares; 2025Q3: 303 shares; 2025Q4: 303 shares; 2026Q1: 303 shares; 2026Q2: 303 shares 303 $37.8K 0.01% 0 Timeline NFG NATIONAL FUEL GAS CO More: the full row for NATIONAL FUEL GAS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 633 shares; 2024Q4: 633 shares; 2025Q1: 525 shares; 2025Q2: 525 shares; 2025Q3: 525 shares; 2025Q4: 525 shares; 2026Q1: 487 shares; 2026Q2: 487 shares 487 $37.6K 0.01% 0 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 144 shares; 2024Q4: 171 shares; 2025Q1: 144 shares; 2025Q2: 144 shares; 2025Q3: 144 shares; 2025Q4: 144 shares; 2026Q1: 144 shares; 2026Q2: 119 shares 119 $37.3K 0.01% -25 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: 780 shares; 2024Q4: 520 shares; 2025Q1: 462 shares; 2025Q2: 213 shares; 2025Q3: 526 shares; 2025Q4: 474 shares; 2026Q1: 441 shares; 2026Q2: 345 shares 345 $37.1K 0.01% -96 Timeline NBIS NEBIUS GROUP N.V. More: the full row for NEBIUS GROUP 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: 133 shares; 2026Q2: 133 shares 133 $36.7K 0.01% 0 Timeline TNL TRAVEL PLUS LEISURE CO More: the full row for TRAVEL PLUS LEISURE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 536 shares; 2025Q4: 536 shares; 2026Q1: 474 shares; 2026Q2: 472 shares 472 $36.1K 0.01% -2 Timeline DFAR DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,370 shares; 2025Q4: 1,370 shares; 2026Q1: 1,370 shares; 2026Q2: 1,370 shares 1,370 $35.8K 0.01% 0 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24 shares; 2024Q4: 24 shares; 2025Q1: 24 shares; 2025Q2: 24 shares; 2025Q3: 224 shares; 2025Q4: 224 shares; 2026Q1: 224 shares; 2026Q2: 224 shares 224 $35.8K 0.01% 0 Timeline NFTY FIRST TR EXCH TRD ALPHDX FD More: the full row for FIRST TR EXCH TRD ALPHDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 650 shares; 2024Q4: 650 shares; 2025Q1: 650 shares; 2025Q2: 650 shares; 2025Q3: 650 shares; 2025Q4: 650 shares; 2026Q1: 650 shares; 2026Q2: 650 shares 650 $35K 0.01% 0 Timeline DKNG DRAFTKINGS INC NEW More: the full row for DRAFTKINGS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,459 shares; 2024Q4: 7,407 shares; 2025Q1: 7,373 shares; 2025Q2: 6,790 shares; 2025Q3: 6,751 shares; 2025Q4: 6,499 shares; 2026Q1: 4,424 shares; 2026Q2: 1,383 shares 1,383 $34.9K 0.01% -3,041 Timeline DFGR DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,200 shares; 2025Q4: 1,200 shares; 2026Q1: 1,200 shares; 2026Q2: 1,200 shares 1,200 $34.8K 0.01% 0 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 800 shares; 2024Q4: 800 shares; 2025Q1: 800 shares; 2025Q2: 800 shares; 2025Q3: 800 shares; 2025Q4: 800 shares; 2026Q1: 800 shares; 2026Q2: 800 shares 800 $34.1K 0.01% 0 Timeline ICF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 500 shares; 2024Q4: 500 shares; 2025Q1: 500 shares; 2025Q2: 500 shares; 2025Q3: 500 shares; 2025Q4: 500 shares; 2026Q1: 500 shares; 2026Q2: 500 shares 500 $33.8K 0.01% 0 Timeline Q QNITY ELECTRONICS INC More: the full row for QNITY ELECTRONICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 207 shares; 2026Q2: 207 shares 207 $33.8K 0.01% 0 Timeline IHF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 610 shares; 2024Q4: 610 shares; 2025Q1: 610 shares; 2025Q2: 610 shares; 2025Q3: 610 shares; 2025Q4: 610 shares; 2026Q1: 610 shares; 2026Q2: 610 shares 610 $33.8K 0.01% 0 Timeline SUN SUNOCO LP/SUNOCO FIN CORP More: the full row for SUNOCO LP/SUNOCO FIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 500 shares; 2024Q4: 500 shares; 2025Q1: 500 shares; 2025Q2: 500 shares; 2025Q3: 500 shares; 2025Q4: 500 shares; 2026Q1: 500 shares; 2026Q2: 500 shares 500 $33.8K 0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 111 shares; 2026Q2: 111 shares 111 $33.6K 0.01% 0 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 300 shares; 2024Q4: 300 shares; 2025Q1: 300 shares; 2025Q2: 300 shares; 2025Q3: 300 shares; 2025Q4: 300 shares; 2026Q1: 300 shares; 2026Q2: 300 shares 300 $32.3K 0.01% 0 Timeline EXPE EXPEDIA GROUP INC More: the full row for EXPEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 125 shares 125 $32K 0.01% new Timeline WST WEST PHARMACEUTICAL SVSC INC More: the full row for WEST PHARMACEUTICAL SVSC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 267 shares; 2024Q4: 173 shares; 2025Q1: 141 shares; 2025Q2: 116 shares; 2025Q3: 101 shares; 2025Q4: 101 shares; 2026Q1: 89 shares; 2026Q2: 89 shares 89 $32K 0.01% 0 Timeline CMS CMS ENERGY CORP More: the full row for CMS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 413 shares; 2024Q4: 413 shares; 2025Q1: 413 shares; 2025Q2: 413 shares; 2025Q3: 413 shares; 2025Q4: 413 shares; 2026Q1: 413 shares; 2026Q2: 413 shares 413 $31.6K 0.01% 0 Timeline CHAT TIDAL TRUST II More: the full row for TIDAL TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 486 shares; 2026Q2: 319 shares 319 $31.5K 0.01% -167 Timeline RIO RIO TINTO PLC More: the full row for RIO TINTO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,000 shares; 2024Q4: 2,000 shares; 2025Q1: 2,000 shares; 2025Q2: 2,000 shares; 2025Q3: 2,368 shares; 2025Q4: 2,368 shares; 2026Q1: 330 shares; 2026Q2: 328 shares 328 $31.1K 0.01% -2 Timeline SOLV SOLVENTUM CORP More: the full row for SOLVENTUM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 624 shares; 2024Q4: 525 shares; 2025Q1: 452 shares; 2025Q2: 401 shares; 2025Q3: 401 shares; 2025Q4: 400 shares; 2026Q1: 400 shares; 2026Q2: 400 shares 400 $30.9K 0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 151 shares; 2026Q1: 151 shares; 2026Q2: 140 shares 140 $30.5K 0.01% -11 Timeline FQAL 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: 375 shares; 2024Q4: 375 shares; 2025Q1: 375 shares; 2025Q2: 375 shares; 2025Q3: 375 shares; 2025Q4: 375 shares; 2026Q1: 375 shares; 2026Q2: 375 shares 375 $30.5K 0.01% 0 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: 300 shares; 2024Q4: 356 shares; 2025Q1: 356 shares; 2025Q2: 422 shares; 2025Q3: 422 shares; 2025Q4: 422 shares; 2026Q1: 422 shares; 2026Q2: 422 shares 422 $30.1K 0.01% 0 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 395 shares; 2024Q4: 50 shares; 2025Q1: 150 shares; 2025Q2: 150 shares; 2025Q3: 903 shares; 2025Q4: 903 shares; 2026Q1: 903 shares; 2026Q2: 903 shares 903 $30.1K 0.01% 0 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 319 shares; 2024Q4: 638 shares; 2025Q1: 638 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,140 shares; 2026Q1: 1,140 shares; 2026Q2: 1,058 shares 1,058 $29.3K 0.01% -82 Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 164 shares; 2024Q4: 164 shares; 2025Q1: 164 shares; 2025Q2: 164 shares; 2025Q3: 164 shares; 2025Q4: 164 shares; 2026Q1: 164 shares; 2026Q2: 164 shares 164 $29.3K 0.01% 0 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 432 shares; 2024Q4: 432 shares; 2025Q1: 432 shares; 2025Q2: 432 shares; 2025Q3: 432 shares; 2025Q4: 432 shares; 2026Q1: 432 shares; 2026Q2: 427 shares 427 $29.2K 0.01% -5 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 70 shares; 2025Q2: 70 shares; 2025Q3: 70 shares; 2025Q4: 140 shares; 2026Q1: 547 shares; 2026Q2: 547 shares 547 $29.1K 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: 602 shares; 2024Q4: 586 shares; 2025Q1: 336 shares; 2025Q2: 336 shares; 2025Q3: 336 shares; 2025Q4: 336 shares; 2026Q1: 336 shares; 2026Q2: 336 shares 336 $28.5K 0.01% 0 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: 553 shares; 2024Q4: 553 shares; 2025Q1: 553 shares; 2025Q2: 538 shares; 2025Q3: 538 shares; 2025Q4: 324 shares; 2026Q1: 324 shares; 2026Q2: 324 shares 324 $28K 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: not reported; 2025Q3: 1,153 shares; 2025Q4: 1,153 shares; 2026Q1: 1,049 shares; 2026Q2: 1,048 shares 1,048 $27.7K 0.01% -1 Timeline PEJ 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: 415 shares; 2024Q4: 415 shares; 2025Q1: 415 shares; 2025Q2: 415 shares; 2025Q3: 415 shares; 2025Q4: 415 shares; 2026Q1: 415 shares; 2026Q2: 415 shares 415 $27.6K 0.01% 0 Timeline IUSV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 250 shares; 2024Q4: 250 shares; 2025Q1: 250 shares; 2025Q2: 250 shares; 2025Q3: 250 shares; 2025Q4: 250 shares; 2026Q1: 250 shares; 2026Q2: 250 shares 250 $27.5K 0.01% 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: 2,794 shares; 2024Q4: 592 shares; 2025Q1: 592 shares; 2025Q2: 330 shares; 2025Q3: 947 shares; 2025Q4: 939 shares; 2026Q1: 889 shares; 2026Q2: 570 shares 570 $27.1K 0.01% -319 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: 1,083 shares; 2024Q4: 33 shares; 2025Q1: 33 shares; 2025Q2: 33 shares; 2025Q3: 33 shares; 2025Q4: 191 shares; 2026Q1: 191 shares; 2026Q2: 181 shares 181 $26.5K 0.01% -10 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: 542 shares; 2024Q4: 542 shares; 2025Q1: 542 shares; 2025Q2: 542 shares; 2025Q3: 542 shares; 2025Q4: 542 shares; 2026Q1: 542 shares; 2026Q2: 542 shares 542 $26.3K 0.01% 0 Timeline CHKP CHECK POINT SOFTWARE TECH LT More: the full row for CHECK POINT SOFTWARE TECH LT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 200 shares; 2024Q4: 231 shares; 2025Q1: 231 shares; 2025Q2: 392 shares; 2025Q3: 200 shares; 2025Q4: 200 shares; 2026Q1: 200 shares; 2026Q2: 200 shares 200 $26.3K 0.01% 0 Timeline EOS EATON VANCE ENHANCED EQUITY More: the full row for EATON VANCE ENHANCED EQUITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,130 shares; 2024Q4: 1,130 shares; 2025Q1: 1,130 shares; 2025Q2: 1,130 shares; 2025Q3: 1,130 shares; 2025Q4: 1,130 shares; 2026Q1: 1,130 shares; 2026Q2: 1,130 shares 1,130 $24.9K 0.01% 0 Timeline IVLU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 590 shares; 2024Q4: 590 shares; 2025Q1: 590 shares; 2025Q2: 590 shares; 2025Q3: 590 shares; 2025Q4: 590 shares; 2026Q1: 590 shares; 2026Q2: 590 shares 590 $24.7K 0.01% 0 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25 shares; 2024Q4: 25 shares; 2025Q1: 25 shares; 2025Q2: 25 shares; 2025Q3: 25 shares; 2025Q4: 25 shares; 2026Q1: 25 shares; 2026Q2: 25 shares 25 $24.5K 0.01% 0 Timeline JETS ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 736 shares; 2024Q4: 736 shares; 2025Q1: 736 shares; 2025Q2: 736 shares; 2025Q3: 720 shares; 2025Q4: 720 shares; 2026Q1: 720 shares; 2026Q2: 720 shares 720 $23.9K 0.01% 0 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 231 shares; 2024Q4: 77 shares; 2025Q1: 77 shares; 2025Q2: 77 shares; 2025Q3: 355 shares; 2025Q4: 352 shares; 2026Q1: 285 shares; 2026Q2: 184 shares 184 $23.9K 0.01% -101 Timeline LH LABCORP HOLDINGS INC More: the full row for LABCORP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 58 shares; 2024Q4: 58 shares; 2025Q1: 58 shares; 2025Q2: 85 shares; 2025Q3: 85 shares; 2025Q4: 85 shares; 2026Q1: 85 shares; 2026Q2: 85 shares 85 $23.8K 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: 2,818 shares; 2024Q4: 2,549 shares; 2025Q1: 747 shares; 2025Q2: 474 shares; 2025Q3: 410 shares; 2025Q4: 319 shares; 2026Q1: 247 shares; 2026Q2: 170 shares 170 $23.6K 0.01% -77 Timeline M MACYS INC More: the full row for MACYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 996 shares; 2024Q4: 996 shares; 2025Q1: 996 shares; 2025Q2: 996 shares; 2025Q3: 996 shares; 2025Q4: 996 shares; 2026Q1: 996 shares; 2026Q2: 996 shares 996 $23.5K 0.01% 0 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 68 shares; 2026Q2: 68 shares 68 $22.8K 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: not reported; 2025Q2: 192 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 15 shares; 2026Q2: 10 shares 10 $22.7K 0.01% -5 Timeline FNDC 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: 467 shares; 2024Q4: 467 shares; 2025Q1: 467 shares; 2025Q2: 467 shares; 2025Q3: 467 shares; 2025Q4: 467 shares; 2026Q1: 467 shares; 2026Q2: 467 shares 467 $22.7K 0.01% 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: 261 shares; 2024Q4: 261 shares; 2025Q1: 261 shares; 2025Q2: 261 shares; 2025Q3: 261 shares; 2025Q4: 261 shares; 2026Q1: 261 shares; 2026Q2: 271 shares 271 $22.4K 0.01% +10 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 50 shares; 2024Q4: 50 shares; 2025Q1: 50 shares; 2025Q2: 50 shares; 2025Q3: 50 shares; 2025Q4: 50 shares; 2026Q1: 50 shares; 2026Q2: 50 shares 50 $21.3K 0.01% 0 Timeline BURL BURLINGTON STORES INC More: the full row for BURLINGTON STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 64 shares; 2024Q4: 64 shares; 2025Q1: 64 shares; 2025Q2: 64 shares; 2025Q3: 64 shares; 2025Q4: 64 shares; 2026Q1: 64 shares; 2026Q2: 64 shares 64 $20.3K 0.01% 0 Timeline XLB SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 398 shares; 2026Q2: 398 shares 398 $20.2K 0.01% 0 Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 126 shares 126 $20K 0.01% new 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: 216 shares; 2024Q4: 112 shares; 2025Q1: 112 shares; 2025Q2: 111 shares; 2025Q3: 105 shares; 2025Q4: 65 shares; 2026Q1: 65 shares; 2026Q2: 90 shares 90 $19.5K 0.01% +25 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: 400 shares; 2024Q4: 400 shares; 2025Q1: 400 shares; 2025Q2: 894 shares; 2025Q3: 531 shares; 2025Q4: 531 shares; 2026Q1: 531 shares; 2026Q2: 531 shares 531 $19.3K 0.01% 0 Timeline MLM MARTIN MARIETTA MATLS INC More: the full row for MARTIN MARIETTA MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20 shares; 2024Q4: 20 shares; 2025Q1: 20 shares; 2025Q2: 33 shares; 2025Q3: 33 shares; 2025Q4: 33 shares; 2026Q1: 33 shares; 2026Q2: 33 shares 33 $19K 0.01% 0 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 70 shares; 2024Q4: 70 shares; 2025Q1: 70 shares; 2025Q2: 70 shares; 2025Q3: 70 shares; 2025Q4: 70 shares; 2026Q1: 70 shares; 2026Q2: 70 shares 70 $18.9K 0.01% 0 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 86 shares; 2024Q4: 70 shares; 2025Q1: 70 shares; 2025Q2: 70 shares; 2025Q3: 70 shares; 2025Q4: 36 shares; 2026Q1: 36 shares; 2026Q2: 36 shares 36 $17.8K 0.01% 0 Timeline PSEC PROSPECT CAP CORP More: the full row for PROSPECT CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,500 shares; 2024Q4: 7,500 shares; 2025Q1: 7,500 shares; 2025Q2: 7,500 shares; 2025Q3: 7,500 shares; 2025Q4: 7,500 shares; 2026Q1: 7,500 shares; 2026Q2: 7,500 shares 7,500 $17.3K 0.01% 0 Timeline CPRT COPART INC More: the full row for COPART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,956 shares; 2024Q4: 10,407 shares; 2025Q1: 11,563 shares; 2025Q2: 10,968 shares; 2025Q3: 10,886 shares; 2025Q4: 10,537 shares; 2026Q1: 7,087 shares; 2026Q2: 610 shares 610 $17.2K 0.01% -6,477 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: 550 shares; 2024Q4: 550 shares; 2025Q1: 550 shares; 2025Q2: 500 shares; 2025Q3: 500 shares; 2025Q4: 224 shares; 2026Q1: 224 shares; 2026Q2: 188 shares 188 $17.1K 0.01% -36 Timeline RGEN REPLIGEN CORP More: the full row for REPLIGEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 200 shares; 2024Q4: 200 shares; 2025Q1: 200 shares; 2025Q2: 200 shares; 2025Q3: 200 shares; 2025Q4: 125 shares; 2026Q1: 125 shares; 2026Q2: 125 shares 125 $17.1K 0.01% 0 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28 shares; 2024Q4: 51 shares; 2025Q1: 28 shares; 2025Q2: 56 shares; 2025Q3: 56 shares; 2025Q4: 56 shares; 2026Q1: 56 shares; 2026Q2: 56 shares 56 $16.7K 0.01% 0 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 173 shares; 2024Q4: 173 shares; 2025Q1: 173 shares; 2025Q2: 173 shares; 2025Q3: 173 shares; 2025Q4: 173 shares; 2026Q1: 173 shares; 2026Q2: 173 shares 173 $16.7K 0.01% 0 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28 shares; 2024Q4: 28 shares; 2025Q1: 28 shares; 2025Q2: 28 shares; 2025Q3: 28 shares; 2025Q4: 28 shares; 2026Q1: 23 shares; 2026Q2: 16 shares 16 $16.7K 0.01% -7 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 252 shares; 2024Q4: 252 shares; 2025Q1: 252 shares; 2025Q2: 137 shares; 2025Q3: 137 shares; 2025Q4: 113 shares; 2026Q1: 113 shares; 2026Q2: 113 shares 113 $16.5K 0.01% 0 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 195 shares; 2024Q4: 195 shares; 2025Q1: 195 shares; 2025Q2: 195 shares; 2025Q3: 195 shares; 2025Q4: 195 shares; 2026Q1: 195 shares; 2026Q2: 195 shares 195 $15.6K 0.01% 0 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 84 shares; 2025Q2: 84 shares; 2025Q3: 84 shares; 2025Q4: 84 shares; 2026Q1: 84 shares; 2026Q2: 84 shares 84 $15.6K 0.01% 0 Timeline GSSC GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 170 shares; 2024Q4: 170 shares; 2025Q1: 170 shares; 2025Q2: 170 shares; 2025Q3: 170 shares; 2025Q4: 170 shares; 2026Q1: 170 shares; 2026Q2: 170 shares 170 $15.5K 0.01% 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 41 shares; 2026Q2: 91 shares 91 $15.5K 0.01% +50 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 63 shares; 2024Q4: 63 shares; 2025Q1: 63 shares; 2025Q2: 63 shares; 2025Q3: 63 shares; 2025Q4: 63 shares; 2026Q1: 63 shares; 2026Q2: 63 shares 63 $15.3K 0.01% 0 Timeline BANK OF AMER CORP 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: 12 shares; 2024Q4: 12 shares; 2025Q1: 12 shares; 2025Q2: 12 shares; 2025Q3: 12 shares; 2025Q4: 12 shares; 2026Q1: 12 shares; 2026Q2: 12 shares 12 $15.1K 0.01% 0 SOFI SOFI TECHNOLOGIES INC More: the full row for SOFI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,000 shares; 2024Q4: 2,500 shares; 2025Q1: 2,500 shares; 2025Q2: 2,500 shares; 2025Q3: 500 shares; 2025Q4: 500 shares; 2026Q1: 500 shares; 2026Q2: 801 shares 801 $14.4K 0.01% +301 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: 300 shares; 2024Q4: 300 shares; 2025Q1: 300 shares; 2025Q2: 300 shares; 2025Q3: 300 shares; 2025Q4: 300 shares; 2026Q1: 300 shares; 2026Q2: 300 shares 300 $14K 0.01% 0 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 59 shares; 2025Q2: 59 shares; 2025Q3: 59 shares; 2025Q4: 118 shares; 2026Q1: 118 shares; 2026Q2: 118 shares 118 $13.8K 0.01% 0 Timeline HPQ HP INC More: the full row for HP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 91 shares; 2025Q3: 621 shares; 2025Q4: 621 shares; 2026Q1: 621 shares; 2026Q2: 621 shares 621 $13.6K 0.01% 0 Timeline SCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 265 shares; 2024Q4: 165 shares; 2025Q1: 165 shares; 2025Q2: 165 shares; 2025Q3: 165 shares; 2025Q4: 165 shares; 2026Q1: 165 shares; 2026Q2: 165 shares 165 $13.6K 0.01% 0 Timeline BMAR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS 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: 232 shares; 2025Q4: 232 shares; 2026Q1: 232 shares; 2026Q2: 232 shares 232 $13.4K 0.01% 0 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5 shares; 2024Q4: 5 shares; 2025Q1: 5 shares; 2025Q2: 47 shares; 2025Q3: 42 shares; 2025Q4: 42 shares; 2026Q1: 42 shares; 2026Q2: 42 shares 42 $13.3K 0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9 shares; 2026Q2: 9 shares 9 $12K <0.01% 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: 8 shares; 2024Q4: 8 shares; 2025Q1: 8 shares; 2025Q2: 8 shares; 2025Q3: 8 shares; 2025Q4: 8 shares; 2026Q1: 53 shares; 2026Q2: 50 shares 50 $12K <0.01% -3 Timeline SBLK STAR BULK CARRIERS CORP. More: the full row for STAR BULK CARRIERS CORP. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 470 shares; 2024Q4: 470 shares; 2025Q1: 470 shares; 2025Q2: 470 shares; 2025Q3: 470 shares; 2025Q4: 470 shares; 2026Q1: 470 shares; 2026Q2: 470 shares 470 $11.7K <0.01% 0 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 40 shares; 2025Q1: 40 shares; 2025Q2: 40 shares; 2025Q3: 40 shares; 2025Q4: 40 shares; 2026Q1: 40 shares; 2026Q2: 40 shares 40 $11.6K <0.01% 0 Timeline CTSH COGNIZANT TECHNOLOGY SOLUTIO More: the full row for COGNIZANT TECHNOLOGY SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 300 shares; 2024Q4: 300 shares; 2025Q1: 300 shares; 2025Q2: 300 shares; 2025Q3: 300 shares; 2025Q4: 300 shares; 2026Q1: 300 shares; 2026Q2: 300 shares 300 $11.6K <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: not reported; 2025Q3: not reported; 2025Q4: 74 shares; 2026Q1: 74 shares; 2026Q2: 69 shares 69 $11.4K <0.01% -5 Timeline FCF FIRST COMWLTH FINL CORP PA More: the full row for FIRST COMWLTH FINL CORP PA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 532 shares; 2024Q4: 532 shares; 2025Q1: 532 shares; 2025Q2: 532 shares; 2025Q3: 532 shares; 2025Q4: 532 shares; 2026Q1: 532 shares; 2026Q2: 532 shares 532 $10.8K <0.01% 0 Timeline VKTX VIKING THERAPEUTICS INC More: the full row for VIKING THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 773 shares; 2024Q4: 2,206 shares; 2025Q1: 5,330 shares; 2025Q2: 5,477 shares; 2025Q3: 5,756 shares; 2025Q4: 4,060 shares; 2026Q1: 3,097 shares; 2026Q2: 276 shares 276 $10.8K <0.01% -2,821 Timeline SCHE 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: 173 shares; 2024Q4: 173 shares; 2025Q1: 173 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 318 shares; 2026Q1: 318 shares; 2026Q2: 296 shares 296 $10.7K <0.01% -22 Timeline MUFG MITSUBISHI UFJ FINANCIAL GRO More: the full row for MITSUBISHI UFJ FINANCIAL GRO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 535 shares; 2024Q4: 535 shares; 2025Q1: 535 shares; 2025Q2: 535 shares; 2025Q3: 535 shares; 2025Q4: 535 shares; 2026Q1: 535 shares; 2026Q2: 535 shares 535 $10.6K <0.01% 0 Timeline MKTX MARKETAXESS HLDGS INC More: the full row for MARKETAXESS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 92 shares; 2024Q4: 92 shares; 2025Q1: 92 shares; 2025Q2: 92 shares; 2025Q3: 92 shares; 2025Q4: 92 shares; 2026Q1: 92 shares; 2026Q2: 92 shares 92 $10.4K <0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: 192 shares; 2025Q2: 192 shares; 2025Q3: 192 shares; 2025Q4: 192 shares; 2026Q1: 192 shares; 2026Q2: 192 shares 192 $10.3K <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: 292 shares; 2024Q4: 292 shares; 2025Q1: 292 shares; 2025Q2: 303 shares; 2025Q3: 141 shares; 2025Q4: 141 shares; 2026Q1: 141 shares; 2026Q2: 141 shares 141 $10.1K <0.01% 0 Timeline MP MP MATERIALS CORP More: the full row for MP MATERIALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 79 shares; 2026Q2: 179 shares 179 $10K <0.01% +100 Timeline XAR SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 35 shares; 2026Q2: 35 shares 35 $9.93K <0.01% 0 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 90 shares; 2024Q4: 90 shares; 2025Q1: 90 shares; 2025Q2: 90 shares; 2025Q3: 90 shares; 2025Q4: 90 shares; 2026Q1: 90 shares; 2026Q2: 90 shares 90 $9.85K <0.01% 0 Timeline FREL 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: 330 shares; 2024Q4: 330 shares; 2025Q1: 330 shares; 2025Q2: 330 shares; 2025Q3: 330 shares; 2025Q4: 330 shares; 2026Q1: 330 shares; 2026Q2: 330 shares 330 $9.67K <0.01% 0 Timeline CINF CINCINNATI FINL CORP More: the full row for CINCINNATI FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 50 shares; 2024Q4: 50 shares; 2025Q1: 50 shares; 2025Q2: 50 shares; 2025Q3: 50 shares; 2025Q4: 50 shares; 2026Q1: 50 shares; 2026Q2: 50 shares 50 $9.26K <0.01% 0 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: 61 shares; 2024Q4: 61 shares; 2025Q1: 61 shares; 2025Q2: 61 shares; 2025Q3: 61 shares; 2025Q4: 61 shares; 2026Q1: 61 shares; 2026Q2: 61 shares 61 $9.01K <0.01% 0 Timeline TEAM ATLASSIAN CORPORATION More: the full row for ATLASSIAN CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 430 shares; 2024Q4: 308 shares; 2025Q1: 176 shares; 2025Q2: 124 shares; 2025Q3: 124 shares; 2025Q4: 24 shares; 2026Q1: 8 shares; 2026Q2: 115 shares 115 $8.95K <0.01% +107 Timeline QXO QXO INC More: the full row for QXO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 500 shares; 2025Q2: 500 shares; 2025Q3: 500 shares; 2025Q4: 500 shares; 2026Q1: 500 shares; 2026Q2: 500 shares 500 $8.64K <0.01% 0 Timeline LITE LUMENTUM HLDGS INC More: the full row for LUMENTUM HLDGS 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: 10 shares 10 $8.58K <0.01% new Timeline HLN HALEON PLC More: the full row for HALEON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 910 shares; 2025Q4: 910 shares; 2026Q1: 910 shares; 2026Q2: 910 shares 910 $8.49K <0.01% 0 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: 200 shares; 2024Q4: 348 shares; 2025Q1: 348 shares; 2025Q2: 348 shares; 2025Q3: 348 shares; 2025Q4: 348 shares; 2026Q1: 348 shares; 2026Q2: 348 shares 348 $8.22K <0.01% 0 Timeline YUMC YUM CHINA HLDGS INC More: the full row for YUM CHINA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 200 shares; 2025Q4: 200 shares; 2026Q1: 200 shares; 2026Q2: 200 shares 200 $8.17K <0.01% 0 Timeline SONY SONY GROUP CORP More: the full row for SONY GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 80 shares; 2024Q4: 400 shares; 2025Q1: 400 shares; 2025Q2: 400 shares; 2025Q3: 400 shares; 2025Q4: 400 shares; 2026Q1: 400 shares; 2026Q2: 400 shares 400 $8.02K <0.01% 0 Timeline APLD APPLIED DIGITAL CORP More: the full row for APPLIED DIGITAL 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: 200 shares 200 $7.46K <0.01% new 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 25 shares 25 $7.45K <0.01% new Timeline VNT VONTIER CORPORATION More: the full row for VONTIER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 250 shares; 2024Q4: 250 shares; 2025Q1: 250 shares; 2025Q2: 250 shares; 2025Q3: 250 shares; 2025Q4: 250 shares; 2026Q1: 250 shares; 2026Q2: 250 shares 250 $7.25K <0.01% 0 Timeline MKC MCCORMICK & CO INC More: the full row for MCCORMICK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 167 shares; 2024Q4: 167 shares; 2025Q1: 167 shares; 2025Q2: 167 shares; 2025Q3: 167 shares; 2025Q4: 167 shares; 2026Q1: 142 shares; 2026Q2: 142 shares 142 $7.16K <0.01% 0 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,064 shares; 2024Q4: 28,889 shares; 2025Q1: 712 shares; 2025Q2: 756 shares; 2025Q3: 575 shares; 2025Q4: 500 shares; 2026Q1: 500 shares; 2026Q2: 500 shares 500 $6.95K <0.01% 0 Timeline REMX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 78 shares; 2026Q2: 78 shares 78 $6.9K <0.01% 0 Timeline CVI CVR ENERGY INC More: the full row for CVR ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 250 shares; 2025Q2: 250 shares; 2025Q3: 250 shares; 2025Q4: 250 shares; 2026Q1: 250 shares; 2026Q2: 250 shares 250 $6.88K <0.01% 0 Timeline BMNR BITMINE IMMERSION TECHS INC More: the full row for BITMINE IMMERSION TECHS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 505 shares; 2025Q4: 505 shares; 2026Q1: 505 shares; 2026Q2: 505 shares 505 $6.72K <0.01% 0 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26 shares; 2024Q4: 26 shares; 2025Q1: 26 shares; 2025Q2: 41 shares; 2025Q3: 152 shares; 2025Q4: 151 shares; 2026Q1: 141 shares; 2026Q2: 54 shares 54 $6.72K <0.01% -87 Timeline SOBO SOUTH BOW CORP More: the full row for SOUTH BOW CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 522 shares; 2025Q2: 338 shares; 2025Q3: 245 shares; 2025Q4: 181 shares; 2026Q1: 181 shares; 2026Q2: 181 shares 181 $6.38K <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: 106 shares; 2024Q4: 106 shares; 2025Q1: 106 shares; 2025Q2: 106 shares; 2025Q3: 50 shares; 2025Q4: 50 shares; 2026Q1: 50 shares; 2026Q2: 50 shares 50 $6.01K <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: not reported; 2026Q1: 95 shares; 2026Q2: 63 shares 63 $5.58K <0.01% -32 Timeline LPLA LPL FINL HLDGS INC More: the full row for LPL FINL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19 shares; 2024Q4: 19 shares; 2025Q1: 19 shares; 2025Q2: 19 shares; 2025Q3: 19 shares; 2025Q4: 19 shares; 2026Q1: 19 shares; 2026Q2: 19 shares 19 $5.35K <0.01% 0 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: 34 shares; 2024Q4: 34 shares; 2025Q1: 34 shares; 2025Q2: 34 shares; 2025Q3: 34 shares; 2025Q4: 34 shares; 2026Q1: 34 shares; 2026Q2: 34 shares 34 $5.25K <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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 97 shares; 2026Q2: 97 shares 97 $5.19K <0.01% 0 Timeline KTOS KRATOS DEFENSE & SEC SOLUTIO More: the full row for KRATOS DEFENSE & SEC SOLUTIO 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: 100 shares 100 $4.99K <0.01% new Timeline EWBC EAST WEST BANCORP INC More: the full row for EAST WEST BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 38 shares; 2024Q4: 38 shares; 2025Q1: 38 shares; 2025Q2: 38 shares; 2025Q3: 38 shares; 2025Q4: 38 shares; 2026Q1: 38 shares; 2026Q2: 38 shares 38 $4.91K <0.01% 0 Timeline USAR USA RARE EARTH INC More: the full row for USA RARE EARTH 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: 224 shares; 2026Q2: 224 shares 224 $4.83K <0.01% 0 Timeline VIGI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 51 shares; 2025Q3: 51 shares; 2025Q4: 51 shares; 2026Q1: 51 shares; 2026Q2: 51 shares 51 $4.76K <0.01% 0 Timeline AVY AVERY DENNISON CORP More: the full row for AVERY DENNISON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 28 shares; 2025Q3: 28 shares; 2025Q4: 28 shares; 2026Q1: 28 shares; 2026Q2: 28 shares 28 $4.55K <0.01% 0 Timeline IGPT 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: 283 shares; 2024Q4: 283 shares; 2025Q1: 283 shares; 2025Q2: 283 shares; 2025Q3: 283 shares; 2025Q4: 43 shares; 2026Q1: 43 shares; 2026Q2: 43 shares 43 $4.48K <0.01% 0 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 55 shares; 2024Q4: 54 shares; 2025Q1: 54 shares; 2025Q2: 54 shares; 2025Q3: 54 shares; 2025Q4: 54 shares; 2026Q1: 54 shares; 2026Q2: 54 shares 54 $4.38K <0.01% 0 Timeline BOTZ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 112 shares; 2025Q3: 112 shares; 2025Q4: 112 shares; 2026Q1: 112 shares; 2026Q2: 112 shares 112 $4.25K <0.01% 0 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,610 shares; 2024Q4: 1,049 shares; 2025Q1: 1,049 shares; 2025Q2: 1,014 shares; 2025Q3: 100 shares; 2025Q4: 100 shares; 2026Q1: 100 shares; 2026Q2: 100 shares 100 $4.11K <0.01% 0 Timeline VONG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 132 shares; 2024Q4: 132 shares; 2025Q1: 81 shares; 2025Q2: 61 shares; 2025Q3: 48 shares; 2025Q4: 39 shares; 2026Q1: 39 shares; 2026Q2: 31 shares 31 $3.96K <0.01% -8 Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25 shares; 2024Q4: 125 shares; 2025Q1: 125 shares; 2025Q2: 125 shares; 2025Q3: 125 shares; 2025Q4: 125 shares; 2026Q1: 125 shares; 2026Q2: 125 shares 125 $3.95K <0.01% 0 Timeline MQY BLACKROCK MUNIYILD QULT FD I More: the full row for BLACKROCK MUNIYILD QULT FD I 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: 332 shares; 2026Q2: 332 shares 332 $3.85K <0.01% 0 Timeline ACM AECOM More: the full row for AECOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 69 shares; 2024Q4: 69 shares; 2025Q1: 69 shares; 2025Q2: 69 shares; 2025Q3: 52 shares; 2025Q4: 52 shares; 2026Q1: 52 shares; 2026Q2: 52 shares 52 $3.63K <0.01% 0 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: 69 shares; 2024Q4: 69 shares; 2025Q1: 69 shares; 2025Q2: 69 shares; 2025Q3: 69 shares; 2025Q4: 69 shares; 2026Q1: 69 shares; 2026Q2: 69 shares 69 $3.62K <0.01% 0 Timeline FBTC FIDELITY WISE ORIGIN BITCOIN More: the full row for FIDELITY WISE ORIGIN BITCOIN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 68 shares; 2025Q3: 68 shares; 2025Q4: 68 shares; 2026Q1: 68 shares; 2026Q2: 68 shares 68 $3.47K <0.01% 0 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 38 shares; 2025Q2: 38 shares; 2025Q3: 38 shares; 2025Q4: 76 shares; 2026Q1: 76 shares; 2026Q2: 76 shares 76 $3.45K <0.01% 0 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 193 shares; 2024Q4: 193 shares; 2025Q1: 154 shares; 2025Q2: 115 shares; 2025Q3: 90 shares; 2025Q4: 72 shares; 2026Q1: 72 shares; 2026Q2: 55 shares 55 $3.34K <0.01% -17 Timeline VMRK VIVMARK RESIDENTIAL More: the full row for VIVMARK RESIDENTIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 49 shares; 2025Q3: 49 shares; 2025Q4: 49 shares; 2026Q1: 49 shares; 2026Q2: 49 shares 49 $3.33K <0.01% 0 Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 34 shares; 2024Q4: 34 shares; 2025Q1: 34 shares; 2025Q2: 34 shares; 2025Q3: 34 shares; 2025Q4: 34 shares; 2026Q1: 34 shares; 2026Q2: 34 shares 34 $3.28K <0.01% 0 Timeline MARS ROUNDHILL ETF TRUST More: the full row for ROUNDHILL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 100 shares 100 $3.23K <0.01% new Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 37 shares; 2025Q2: 37 shares; 2025Q3: 37 shares; 2025Q4: 37 shares; 2026Q1: 37 shares; 2026Q2: 37 shares 37 $3.07K <0.01% 0 Timeline TLRY TILRAY BRANDS INC More: the full row for TILRAY BRANDS 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: 663 shares; 2026Q2: 663 shares 663 $2.98K <0.01% 0 Timeline IAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 64 shares; 2024Q4: 64 shares; 2025Q1: 64 shares; 2025Q2: 64 shares; 2025Q3: 64 shares; 2025Q4: 64 shares; 2026Q1: 54 shares; 2026Q2: 54 shares 54 $2.73K <0.01% 0 Timeline HMC HONDA MOTOR CO LTD More: the full row for HONDA MOTOR CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 100 shares; 2025Q4: 100 shares; 2026Q1: 100 shares; 2026Q2: 100 shares 100 $2.71K <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: 1,640 shares; 2024Q4: 1,448 shares; 2025Q1: 984 shares; 2025Q2: 984 shares; 2025Q3: 650 shares; 2025Q4: 97 shares; 2026Q1: 97 shares; 2026Q2: 97 shares 97 $2.59K <0.01% 0 Timeline MAA MID-AMER APT CMNTYS INC More: the full row for MID-AMER APT CMNTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18 shares; 2024Q4: 18 shares; 2025Q1: 18 shares; 2025Q2: 18 shares; 2025Q3: 18 shares; 2025Q4: 18 shares; 2026Q1: 18 shares; 2026Q2: 18 shares 18 $2.5K <0.01% 0 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4 shares; 2024Q4: 4 shares; 2025Q1: 4 shares; 2025Q2: 4 shares; 2025Q3: 4 shares; 2025Q4: 4 shares; 2026Q1: 4 shares; 2026Q2: 4 shares 4 $2.49K <0.01% 0 Timeline SKYD PARAMOUNT SKYDANCE CORP More: the full row for PARAMOUNT SKYDANCE 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: 250 shares; 2026Q1: 250 shares; 2026Q2: 250 shares 250 $2.46K <0.01% 0 Timeline NVG NUVEEN AMT FREE MUN CR INC F More: the full row for NUVEEN AMT FREE MUN CR INC F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 176 shares; 2024Q4: 176 shares; 2025Q1: 176 shares; 2025Q2: 176 shares; 2025Q3: 176 shares; 2025Q4: 176 shares; 2026Q1: 176 shares; 2026Q2: 176 shares 176 $2.25K <0.01% 0 Timeline HII HUNTINGTON INGALLS INDS INC More: the full row for HUNTINGTON INGALLS INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20 shares; 2024Q4: 20 shares; 2025Q1: 14 shares; 2025Q2: 8 shares; 2025Q3: 8 shares; 2025Q4: 8 shares; 2026Q1: 8 shares; 2026Q2: 8 shares 8 $2.24K <0.01% 0 Timeline ELF E L F BEAUTY INC More: the full row for E L F BEAUTY 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: 30 shares; 2026Q2: 30 shares 30 $2.22K <0.01% 0 Timeline VTRS VIATRIS INC More: the full row for VIATRIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,126 shares; 2024Q4: 3,126 shares; 2025Q1: 664 shares; 2025Q2: 131 shares; 2025Q3: 131 shares; 2025Q4: 131 shares; 2026Q1: 131 shares; 2026Q2: 131 shares 131 $2.08K <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: 53 shares; 2024Q4: 53 shares; 2025Q1: 24 shares; 2025Q2: 24 shares; 2025Q3: 8 shares; 2025Q4: 8 shares; 2026Q1: 8 shares; 2026Q2: 6 shares 6 $1.77K <0.01% -2 Timeline PTEN PATTERSON-UTI ENERGY INC More: the full row for PATTERSON-UTI ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 188 shares; 2024Q4: 188 shares; 2025Q1: 188 shares; 2025Q2: 188 shares; 2025Q3: 188 shares; 2025Q4: 188 shares; 2026Q1: 188 shares; 2026Q2: 188 shares 188 $1.73K <0.01% 0 Timeline UUUU ENERGY FUELS INC More: the full row for ENERGY FUELS 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: 115 shares; 2026Q2: 115 shares 115 $1.67K <0.01% 0 Timeline ZM ZOOM COMMUNICATIONS INC More: the full row for ZOOM COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 236 shares; 2024Q4: 187 shares; 2025Q1: 16 shares; 2025Q2: 16 shares; 2025Q3: 16 shares; 2025Q4: 16 shares; 2026Q1: 16 shares; 2026Q2: 16 shares 16 $1.38K <0.01% 0 Timeline CGNX COGNEX CORP More: the full row for COGNEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 49 shares; 2024Q4: 19 shares; 2025Q1: 19 shares; 2025Q2: 19 shares; 2025Q3: 19 shares; 2025Q4: 19 shares; 2026Q1: 19 shares; 2026Q2: 19 shares 19 $1.38K <0.01% 0 Timeline ALGN ALIGN TECHNOLOGY INC More: the full row for ALIGN TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 137 shares; 2024Q4: 119 shares; 2025Q1: 27 shares; 2025Q2: 27 shares; 2025Q3: 27 shares; 2025Q4: 8 shares; 2026Q1: 8 shares; 2026Q2: 8 shares 8 $1.35K <0.01% 0 Timeline WAB WABTEC More: the full row for WABTEC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5 shares; 2024Q4: 5 shares; 2025Q1: 5 shares; 2025Q2: 5 shares; 2025Q3: 5 shares; 2025Q4: 5 shares; 2026Q1: 5 shares; 2026Q2: 5 shares 5 $1.35K <0.01% 0 Timeline XPEV XPENG INC More: the full row for XPENG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 100 shares; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 100 shares; 2025Q4: 100 shares; 2026Q1: 100 shares; 2026Q2: 100 shares 100 $1.32K <0.01% 0 Timeline WIT WIPRO LTD More: the full row for WIPRO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 575 shares; 2025Q3: 575 shares; 2025Q4: 575 shares; 2026Q1: 575 shares; 2026Q2: 575 shares 575 $1.29K <0.01% 0 Timeline XBI 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: 16 shares; 2024Q4: 8 shares; 2025Q1: 8 shares; 2025Q2: 8 shares; 2025Q3: 8 shares; 2025Q4: 8 shares; 2026Q1: 8 shares; 2026Q2: 8 shares 8 $1.27K <0.01% 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: 14 shares; 2024Q4: 13 shares; 2025Q1: 13 shares; 2025Q2: 5 shares; 2025Q3: 5 shares; 2025Q4: 5 shares; 2026Q1: 5 shares; 2026Q2: 4 shares 4 $1.19K <0.01% -1 Timeline MRP MILLROSE PPTYS INC More: the full row for MILLROSE 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: 38 shares; 2025Q3: 38 shares; 2025Q4: 38 shares; 2026Q1: 38 shares; 2026Q2: 38 shares 38 $1.14K <0.01% 0 Timeline OGN ORGANON & CO More: the full row for ORGANON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 64 shares; 2024Q4: 64 shares; 2025Q1: 64 shares; 2025Q2: 64 shares; 2025Q3: 84 shares; 2025Q4: 84 shares; 2026Q1: 84 shares; 2026Q2: 84 shares 84 $1.14K <0.01% 0 Timeline MPA BLACKROCK MUNIYIELD PA QUALI More: the full row for BLACKROCK MUNIYIELD PA QUALI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 100 shares; 2024Q4: 347 shares; 2025Q1: 347 shares; 2025Q2: 100 shares; 2025Q3: 100 shares; 2025Q4: 100 shares; 2026Q1: 100 shares; 2026Q2: 100 shares 100 $1.14K <0.01% 0 Timeline XRAY DENTSPLY SIRONA INC More: the full row for DENTSPLY SIRONA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 100 shares; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 100 shares; 2025Q4: 100 shares; 2026Q1: 100 shares; 2026Q2: 100 shares 100 $1.06K <0.01% 0 Timeline CVNA CARVANA CO More: the full row for CARVANA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4 shares; 2024Q4: 3 shares; 2025Q1: 3 shares; 2025Q2: 3 shares; 2025Q3: 3 shares; 2025Q4: 3 shares; 2026Q1: 3 shares; 2026Q2: 15 shares 15 $987 <0.01% +12 Timeline