AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 385,477 shares; 2024Q4: 379,213 shares; 2025Q1: 379,092 shares; 2025Q2: 374,023 shares; 2025Q3: 352,405 shares; 2025Q4: 347,367 shares; 2026Q1: 308,812 shares; 2026Q2: 307,531 shares 307,531 $89M 6.19% -1,281 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: 66,809 shares; 2024Q4: 67,690 shares; 2025Q1: 70,673 shares; 2025Q2: 77,674 shares; 2025Q3: 80,695 shares; 2025Q4: 83,949 shares; 2026Q1: 85,289 shares; 2026Q2: 86,008 shares 86,008 $64.4M 4.48% +719 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: 149,057 shares; 2024Q4: 142,802 shares; 2025Q1: 143,662 shares; 2025Q2: 144,328 shares; 2025Q3: 150,144 shares; 2025Q4: 150,507 shares; 2026Q1: 150,752 shares; 2026Q2: 150,220 shares 150,220 $56M 3.9% -532 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: 134,500 shares; 2024Q4: 131,890 shares; 2025Q1: 132,722 shares; 2025Q2: 136,463 shares; 2025Q3: 137,927 shares; 2025Q4: 137,004 shares; 2026Q1: 133,607 shares; 2026Q2: 132,681 shares 132,681 $47.4M 3.3% -926 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 212,821 shares; 2024Q4: 210,916 shares; 2025Q1: 214,166 shares; 2025Q2: 215,209 shares; 2025Q3: 225,801 shares; 2025Q4: 230,299 shares; 2026Q1: 233,107 shares; 2026Q2: 235,410 shares 235,410 $47.1M 3.28% +2,303 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: 37,780 shares; 2024Q4: 36,816 shares; 2025Q1: 36,753 shares; 2025Q2: 37,326 shares; 2025Q3: 36,977 shares; 2025Q4: 36,655 shares; 2026Q1: 35,961 shares; 2026Q2: 35,773 shares 35,773 $42.9M 2.99% -188 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: 54,672 shares; 2024Q4: 107,537 shares; 2025Q1: 107,334 shares; 2025Q2: 107,913 shares; 2025Q3: 109,144 shares; 2025Q4: 109,840 shares; 2026Q1: 113,705 shares; 2026Q2: 113,508 shares 113,508 $38.7M 2.69% -197 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: 56,309 shares; 2024Q4: 56,041 shares; 2025Q1: 56,626 shares; 2025Q2: 55,424 shares; 2025Q3: 55,771 shares; 2025Q4: 54,573 shares; 2026Q1: 53,639 shares; 2026Q2: 52,125 shares 52,125 $37.7M 2.62% -1,514 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: 112,256 shares; 2024Q4: 109,870 shares; 2025Q1: 111,636 shares; 2025Q2: 110,783 shares; 2025Q3: 110,636 shares; 2025Q4: 111,331 shares; 2026Q1: 110,222 shares; 2026Q2: 110,940 shares 110,940 $36.3M 2.53% +718 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: 138,926 shares; 2024Q4: 137,631 shares; 2025Q1: 137,684 shares; 2025Q2: 139,042 shares; 2025Q3: 140,561 shares; 2025Q4: 145,211 shares; 2026Q1: 145,029 shares; 2026Q2: 146,601 shares 146,601 $34.9M 2.43% +1,572 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: 128,374 shares; 2024Q4: 124,529 shares; 2025Q1: 129,264 shares; 2025Q2: 132,324 shares; 2025Q3: 132,534 shares; 2025Q4: 136,458 shares; 2026Q1: 135,442 shares; 2026Q2: 134,256 shares 134,256 $34.1M 2.37% -1,186 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: 83,732 shares; 2024Q4: 82,606 shares; 2025Q1: 82,404 shares; 2025Q2: 81,461 shares; 2025Q3: 80,738 shares; 2025Q4: 80,002 shares; 2026Q1: 77,583 shares; 2026Q2: 77,515 shares 77,515 $26.6M 1.85% -68 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: 27,078 shares; 2024Q4: 26,859 shares; 2025Q1: 27,058 shares; 2025Q2: 27,232 shares; 2025Q3: 27,047 shares; 2025Q4: 26,378 shares; 2026Q1: 25,393 shares; 2026Q2: 24,791 shares 24,791 $25.1M 1.75% -602 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 221,646 shares; 2024Q4: 236,263 shares; 2025Q1: 252,147 shares; 2025Q2: 261,003 shares; 2025Q3: 279,292 shares; 2025Q4: 283,021 shares; 2026Q1: 299,109 shares; 2026Q2: 305,817 shares 305,817 $23.2M 1.61% +6,708 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: 25,207 shares; 2024Q4: 25,017 shares; 2025Q1: 25,061 shares; 2025Q2: 25,074 shares; 2025Q3: 24,580 shares; 2025Q4: 23,957 shares; 2026Q1: 23,185 shares; 2026Q2: 22,991 shares 22,991 $21.5M 1.5% -194 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: 72,496 shares; 2024Q4: 91,954 shares; 2025Q1: 105,499 shares; 2025Q2: 120,838 shares; 2025Q3: 141,923 shares; 2025Q4: 172,013 shares; 2026Q1: 193,857 shares; 2026Q2: 208,780 shares 208,780 $20.7M 1.44% +14,923 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: 180,052 shares; 2024Q4: 174,850 shares; 2025Q1: 176,175 shares; 2025Q2: 177,561 shares; 2025Q3: 179,671 shares; 2025Q4: 176,318 shares; 2026Q1: 171,934 shares; 2026Q2: 169,480 shares 169,480 $19.2M 1.34% -2,454 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: 44,722 shares; 2024Q4: 43,960 shares; 2025Q1: 46,377 shares; 2025Q2: 45,396 shares; 2025Q3: 45,182 shares; 2025Q4: 45,004 shares; 2026Q1: 45,124 shares; 2026Q2: 44,911 shares 44,911 $19.1M 1.33% -213 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: 49,866 shares; 2024Q4: 49,378 shares; 2025Q1: 51,031 shares; 2025Q2: 52,976 shares; 2025Q3: 53,210 shares; 2025Q4: 53,182 shares; 2026Q1: 51,068 shares; 2026Q2: 50,908 shares 50,908 $18M 1.25% -160 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: 70,223 shares; 2024Q4: 70,033 shares; 2025Q1: 69,950 shares; 2025Q2: 69,138 shares; 2025Q3: 67,739 shares; 2025Q4: 65,502 shares; 2026Q1: 64,124 shares; 2026Q2: 64,049 shares 64,049 $17.4M 1.21% -75 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: 129,363 shares; 2024Q4: 125,611 shares; 2025Q1: 133,189 shares; 2025Q2: 135,977 shares; 2025Q3: 136,240 shares; 2025Q4: 137,069 shares; 2026Q1: 135,013 shares; 2026Q2: 135,471 shares 135,471 $17.1M 1.19% +458 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: 41 shares; 2024Q4: not reported; 2025Q1: 57 shares; 2025Q2: 57 shares; 2025Q3: 21,130 shares; 2025Q4: 32,032 shares; 2026Q1: 34,103 shares; 2026Q2: 35,864 shares 35,864 $17.1M 1.19% +1,761 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: 209,199 shares; 2024Q4: 216,814 shares; 2025Q1: 219,992 shares; 2025Q2: 217,608 shares; 2025Q3: 222,380 shares; 2025Q4: 224,810 shares; 2026Q1: 219,188 shares; 2026Q2: 218,753 shares 218,753 $16.9M 1.17% -435 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: 118,284 shares; 2024Q4: 113,890 shares; 2025Q1: 117,104 shares; 2025Q2: 118,227 shares; 2025Q3: 117,378 shares; 2025Q4: 115,828 shares; 2026Q1: 113,855 shares; 2026Q2: 113,486 shares 113,486 $16.6M 1.16% -369 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: 18,851 shares; 2024Q4: 17,074 shares; 2025Q1: 17,145 shares; 2025Q2: 17,052 shares; 2025Q3: 16,460 shares; 2025Q4: 16,250 shares; 2026Q1: 15,781 shares; 2026Q2: 15,594 shares 15,594 $16.6M 1.16% -187 Timeline SLQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 222,033 shares; 2024Q4: 231,712 shares; 2025Q1: 256,394 shares; 2025Q2: 270,227 shares; 2025Q3: 286,165 shares; 2025Q4: 292,855 shares; 2026Q1: 313,171 shares; 2026Q2: 327,118 shares 327,118 $16.5M 1.15% +13,947 Timeline FLOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 238,183 shares; 2024Q4: 243,175 shares; 2025Q1: 287,014 shares; 2025Q2: 301,320 shares; 2025Q3: 282,379 shares; 2025Q4: 265,891 shares; 2026Q1: 283,667 shares; 2026Q2: 309,476 shares 309,476 $15.8M 1.1% +25,809 Timeline IQLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 168,644 shares; 2024Q4: 167,663 shares; 2025Q1: 194,361 shares; 2025Q2: 218,079 shares; 2025Q3: 233,575 shares; 2025Q4: 254,964 shares; 2026Q1: 293,336 shares; 2026Q2: 305,401 shares 305,401 $15.1M 1.05% +12,065 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: 190,137 shares; 2024Q4: 185,982 shares; 2025Q1: 187,980 shares; 2025Q2: 196,382 shares; 2025Q3: 189,757 shares; 2025Q4: 184,575 shares; 2026Q1: 179,608 shares; 2026Q2: 184,297 shares 184,297 $15M 1.04% +4,689 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: 59,079 shares; 2024Q4: 56,067 shares; 2025Q1: 56,706 shares; 2025Q2: 56,398 shares; 2025Q3: 55,130 shares; 2025Q4: 54,333 shares; 2026Q1: 52,293 shares; 2026Q2: 50,525 shares 50,525 $14.8M 1.03% -1,768 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: 96,551 shares; 2024Q4: 93,295 shares; 2025Q1: 92,892 shares; 2025Q2: 94,492 shares; 2025Q3: 96,736 shares; 2025Q4: 93,604 shares; 2026Q1: 94,425 shares; 2026Q2: 95,821 shares 95,821 $14M 0.98% +1,396 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: 58,101 shares; 2024Q4: 57,952 shares; 2025Q1: 57,979 shares; 2025Q2: 57,944 shares; 2025Q3: 58,413 shares; 2025Q4: 60,008 shares; 2026Q1: 60,456 shares; 2026Q2: 61,406 shares 61,406 $13.7M 0.95% +950 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: 50,442 shares; 2024Q4: 48,245 shares; 2025Q1: 47,327 shares; 2025Q2: 45,841 shares; 2025Q3: 43,354 shares; 2025Q4: 41,588 shares; 2026Q1: 38,543 shares; 2026Q2: 37,946 shares 37,946 $13.4M 0.93% -597 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: 122,182 shares; 2024Q4: 116,550 shares; 2025Q1: 115,826 shares; 2025Q2: 115,425 shares; 2025Q3: 113,294 shares; 2025Q4: 112,384 shares; 2026Q1: 112,376 shares; 2026Q2: 112,141 shares 112,141 $13.2M 0.92% -235 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: 20 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,327 shares; 2025Q4: 5,699 shares; 2026Q1: 6,204 shares; 2026Q2: 6,558 shares 6,558 $13M 0.91% +354 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: 18,365 shares; 2024Q4: 18,439 shares; 2025Q1: 18,676 shares; 2025Q2: 19,103 shares; 2025Q3: 20,329 shares; 2025Q4: 22,166 shares; 2026Q1: 22,461 shares; 2026Q2: 23,134 shares 23,134 $13M 0.91% +673 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: 23,189 shares; 2024Q4: 23,107 shares; 2025Q1: 23,955 shares; 2025Q2: 24,235 shares; 2025Q3: 24,866 shares; 2025Q4: 24,770 shares; 2026Q1: 25,025 shares; 2026Q2: 25,064 shares 25,064 $12.5M 0.87% +39 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: 82,056 shares; 2024Q4: 81,287 shares; 2025Q1: 82,433 shares; 2025Q2: 83,509 shares; 2025Q3: 83,023 shares; 2025Q4: 82,829 shares; 2026Q1: 81,587 shares; 2026Q2: 82,164 shares 82,164 $12.4M 0.87% +577 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: 40,960 shares; 2024Q4: 40,095 shares; 2025Q1: 39,780 shares; 2025Q2: 39,034 shares; 2025Q3: 31,734 shares; 2025Q4: 30,332 shares; 2026Q1: 28,568 shares; 2026Q2: 28,270 shares 28,270 $11.8M 0.82% -298 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,630 shares; 2024Q4: 28,765 shares; 2025Q1: 28,437 shares; 2025Q2: 27,554 shares; 2025Q3: 26,348 shares; 2025Q4: 25,126 shares; 2026Q1: 24,172 shares; 2026Q2: 23,914 shares 23,914 $11.7M 0.82% -258 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: 87,594 shares; 2024Q4: 86,164 shares; 2025Q1: 87,768 shares; 2025Q2: 88,469 shares; 2025Q3: 88,588 shares; 2025Q4: 92,009 shares; 2026Q1: 94,650 shares; 2026Q2: 96,784 shares 96,784 $11.4M 0.79% +2,134 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: 71,976 shares; 2024Q4: 69,227 shares; 2025Q1: 69,561 shares; 2025Q2: 69,000 shares; 2025Q3: 69,358 shares; 2025Q4: 68,176 shares; 2026Q1: 67,306 shares; 2026Q2: 66,208 shares 66,208 $11M 0.76% -1,098 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,925 shares; 2024Q4: 20,205 shares; 2025Q1: 20,080 shares; 2025Q2: 20,085 shares; 2025Q3: 18,932 shares; 2025Q4: 18,361 shares; 2026Q1: 16,915 shares; 2026Q2: 16,652 shares 16,652 $10.6M 0.74% -263 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 67,357 shares; 2024Q4: 67,182 shares; 2025Q1: 76,510 shares; 2025Q2: 77,670 shares; 2025Q3: 81,801 shares; 2025Q4: 87,442 shares; 2026Q1: 99,186 shares; 2026Q2: 100,711 shares 100,711 $10.3M 0.72% +1,525 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: 30,164 shares; 2024Q4: 29,404 shares; 2025Q1: 29,602 shares; 2025Q2: 29,966 shares; 2025Q3: 29,758 shares; 2025Q4: 30,200 shares; 2026Q1: 30,270 shares; 2026Q2: 31,243 shares 31,243 $9.84M 0.68% +973 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: 36,647 shares; 2024Q4: 35,870 shares; 2025Q1: 35,731 shares; 2025Q2: 35,019 shares; 2025Q3: 34,756 shares; 2025Q4: 33,821 shares; 2026Q1: 33,155 shares; 2026Q2: 32,924 shares 32,924 $9.81M 0.68% -231 Timeline VIK VIKING HOLDINGS LTD More: the full row for VIKING HOLDINGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 650 shares; 2024Q4: 650 shares; 2025Q1: 61,549 shares; 2025Q2: 73,615 shares; 2025Q3: 83,790 shares; 2025Q4: 92,593 shares; 2026Q1: 92,104 shares; 2026Q2: 90,599 shares 90,599 $9.48M 0.66% -1,505 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: 51,354 shares; 2024Q4: 51,657 shares; 2025Q1: 52,161 shares; 2025Q2: 51,691 shares; 2025Q3: 51,642 shares; 2025Q4: 54,568 shares; 2026Q1: 54,555 shares; 2026Q2: 54,734 shares 54,734 $9.31M 0.65% +179 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: 93,374 shares; 2024Q4: 89,696 shares; 2025Q1: 92,865 shares; 2025Q2: 87,729 shares; 2025Q3: 81,669 shares; 2025Q4: 74,283 shares; 2026Q1: 69,489 shares; 2026Q2: 67,514 shares 67,514 $9.14M 0.64% -1,975 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: 73,135 shares; 2024Q4: 65,262 shares; 2025Q1: 74,539 shares; 2025Q2: 74,755 shares; 2025Q3: 78,739 shares; 2025Q4: 89,812 shares; 2026Q1: 89,954 shares; 2026Q2: 91,978 shares 91,978 $8.49M 0.59% +2,024 Timeline BSCR INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 172,236 shares; 2024Q4: 199,252 shares; 2025Q1: 217,940 shares; 2025Q2: 242,656 shares; 2025Q3: 326,967 shares; 2025Q4: 386,904 shares; 2026Q1: 416,101 shares; 2026Q2: 420,248 shares 420,248 $8.24M 0.57% +4,147 Timeline BSCS INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 162,540 shares; 2024Q4: 187,263 shares; 2025Q1: 203,594 shares; 2025Q2: 222,433 shares; 2025Q3: 306,692 shares; 2025Q4: 362,965 shares; 2026Q1: 396,389 shares; 2026Q2: 400,211 shares 400,211 $8.15M 0.57% +3,822 Timeline BSCT INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 206,570 shares; 2024Q4: 231,810 shares; 2025Q1: 243,581 shares; 2025Q2: 265,049 shares; 2025Q3: 315,523 shares; 2025Q4: 374,110 shares; 2026Q1: 411,739 shares; 2026Q2: 434,767 shares 434,767 $8.08M 0.56% +23,028 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: 77,548 shares; 2024Q4: 78,267 shares; 2025Q1: 85,041 shares; 2025Q2: 86,097 shares; 2025Q3: 86,943 shares; 2025Q4: 88,773 shares; 2026Q1: 91,432 shares; 2026Q2: 91,382 shares 91,382 $8.02M 0.56% -50 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: 87,350 shares; 2024Q4: 82,002 shares; 2025Q1: 83,536 shares; 2025Q2: 81,891 shares; 2025Q3: 83,734 shares; 2025Q4: 81,245 shares; 2026Q1: 78,946 shares; 2026Q2: 78,342 shares 78,342 $7.54M 0.52% -604 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: 11,664 shares; 2024Q4: 14,209 shares; 2025Q1: 16,260 shares; 2025Q2: 18,335 shares; 2025Q3: 19,720 shares; 2025Q4: 20,472 shares; 2026Q1: 20,390 shares; 2026Q2: 20,360 shares 20,360 $7.5M 0.52% -30 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: 20,952 shares; 2024Q4: 21,777 shares; 2025Q1: 24,506 shares; 2025Q2: 25,577 shares; 2025Q3: 25,408 shares; 2025Q4: 25,835 shares; 2026Q1: 26,182 shares; 2026Q2: 26,412 shares 26,412 $7.36M 0.51% +230 Timeline STE STERIS PLC More: the full row for STERIS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 33,770 shares; 2024Q4: 33,759 shares; 2025Q1: 34,438 shares; 2025Q2: 35,290 shares; 2025Q3: 35,435 shares; 2025Q4: 35,081 shares; 2026Q1: 35,064 shares; 2026Q2: 34,593 shares 34,593 $7.28M 0.51% -471 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: 17,096 shares; 2024Q4: 17,223 shares; 2025Q1: 16,810 shares; 2025Q2: 17,070 shares; 2025Q3: 16,189 shares; 2025Q4: 15,040 shares; 2026Q1: 14,636 shares; 2026Q2: 14,233 shares 14,233 $7.25M 0.5% -403 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: 35,824 shares; 2024Q4: 41,554 shares; 2025Q1: 42,454 shares; 2025Q2: 36,236 shares; 2025Q3: 39,770 shares; 2025Q4: 40,663 shares; 2026Q1: 45,149 shares; 2026Q2: 48,794 shares 48,794 $7.24M 0.5% +3,645 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: 1,346 shares; 2024Q4: 1,397 shares; 2025Q1: 1,486 shares; 2025Q2: 1,481 shares; 2025Q3: 1,481 shares; 2025Q4: 1,510 shares; 2026Q1: 1,547 shares; 2026Q2: 40,428 shares 40,428 $7.21M 0.5% +38,881 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: 565 shares; 2024Q4: 1,809 shares; 2025Q1: 3,305 shares; 2025Q2: 4,689 shares; 2025Q3: 6,355 shares; 2025Q4: 83,449 shares; 2026Q1: 89,994 shares; 2026Q2: 94,575 shares 94,575 $6.75M 0.47% +4,581 Timeline BSCU INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 59,979 shares; 2024Q4: 92,629 shares; 2025Q1: 118,106 shares; 2025Q2: 142,080 shares; 2025Q3: 244,869 shares; 2025Q4: 323,015 shares; 2026Q1: 363,052 shares; 2026Q2: 404,061 shares 404,061 $6.73M 0.47% +41,009 Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 70,893 shares; 2024Q4: 70,308 shares; 2025Q1: 70,101 shares; 2025Q2: 70,392 shares; 2025Q3: 69,845 shares; 2025Q4: 67,132 shares; 2026Q1: 66,790 shares; 2026Q2: 67,230 shares 67,230 $6.08M 0.42% +440 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 41,613 shares; 2024Q4: 39,642 shares; 2025Q1: 38,224 shares; 2025Q2: 36,030 shares; 2025Q3: 34,178 shares; 2025Q4: 33,386 shares; 2026Q1: 31,947 shares; 2026Q2: 31,392 shares 31,392 $5.97M 0.42% -555 Timeline BSCQ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 181,911 shares; 2024Q4: 200,404 shares; 2025Q1: 216,980 shares; 2025Q2: 235,510 shares; 2025Q3: 281,131 shares; 2025Q4: 322,170 shares; 2026Q1: 327,855 shares; 2026Q2: 300,155 shares 300,155 $5.86M 0.41% -27,700 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: 36,020 shares; 2024Q4: 36,020 shares; 2025Q1: 54,620 shares; 2025Q2: 54,620 shares; 2025Q3: 54,620 shares; 2025Q4: 59,103 shares; 2026Q1: 57,953 shares; 2026Q2: 57,953 shares 57,953 $5.59M 0.39% 0 Timeline CCJ CAMECO CORP More: the full row for CAMECO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 52,114 shares; 2024Q4: 57,232 shares; 2025Q1: 59,581 shares; 2025Q2: 59,753 shares; 2025Q3: 59,351 shares; 2025Q4: 57,098 shares; 2026Q1: 55,816 shares; 2026Q2: 53,218 shares 53,218 $5.42M 0.38% -2,598 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: 43,791 shares; 2024Q4: 42,482 shares; 2025Q1: 42,795 shares; 2025Q2: 40,063 shares; 2025Q3: 36,593 shares; 2025Q4: 33,275 shares; 2026Q1: 32,536 shares; 2026Q2: 31,635 shares 31,635 $5.35M 0.37% -901 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: 25,171 shares; 2024Q4: 24,431 shares; 2025Q1: 23,901 shares; 2025Q2: 24,144 shares; 2025Q3: 24,355 shares; 2025Q4: 24,474 shares; 2026Q1: 24,084 shares; 2026Q2: 23,977 shares 23,977 $5.29M 0.37% -107 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 119,768 shares; 2024Q4: 124,708 shares; 2025Q1: 120,646 shares; 2025Q2: 118,938 shares; 2025Q3: 114,993 shares; 2025Q4: 100,180 shares; 2026Q1: 99,795 shares; 2026Q2: 98,013 shares 98,013 $4.96M 0.35% -1,782 Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,264 shares; 2024Q4: 14,094 shares; 2025Q1: 14,182 shares; 2025Q2: 14,749 shares; 2025Q3: 14,873 shares; 2025Q4: 15,329 shares; 2026Q1: 15,230 shares; 2026Q2: 15,171 shares 15,171 $4.83M 0.34% -59 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: 115,017 shares; 2024Q4: 97,767 shares; 2025Q1: 105,654 shares; 2025Q2: 102,983 shares; 2025Q3: 162,771 shares; 2025Q4: 118,538 shares; 2026Q1: 102,131 shares; 2026Q2: 96,741 shares 96,741 $4.82M 0.34% -5,390 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: 40,301 shares; 2024Q4: 40,167 shares; 2025Q1: 40,796 shares; 2025Q2: 41,042 shares; 2025Q3: 40,534 shares; 2025Q4: 41,203 shares; 2026Q1: 39,161 shares; 2026Q2: 38,412 shares 38,412 $4.78M 0.33% -749 Timeline BSCV INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 33,896 shares; 2024Q4: 54,799 shares; 2025Q1: 71,299 shares; 2025Q2: 80,375 shares; 2025Q3: 137,792 shares; 2025Q4: 205,306 shares; 2026Q1: 246,557 shares; 2026Q2: 283,092 shares 283,092 $4.64M 0.32% +36,535 Timeline BAM BROOKFIELD ASSET MANAGMT LTD More: the full row for BROOKFIELD ASSET MANAGMT LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 89,294 shares; 2024Q4: 90,112 shares; 2025Q1: 91,582 shares; 2025Q2: 94,251 shares; 2025Q3: 94,121 shares; 2025Q4: 97,661 shares; 2026Q1: 99,437 shares; 2026Q2: 99,605 shares 99,605 $4.47M 0.31% +168 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,530 shares; 2024Q4: 1,530 shares; 2025Q1: 16,387 shares; 2025Q2: 29,999 shares; 2025Q3: 42,967 shares; 2025Q4: 53,868 shares; 2026Q1: 55,458 shares; 2026Q2: 59,092 shares 59,092 $4.26M 0.3% +3,634 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: 12,787 shares; 2024Q4: 12,315 shares; 2025Q1: 11,989 shares; 2025Q2: 11,862 shares; 2025Q3: 11,314 shares; 2025Q4: 10,899 shares; 2026Q1: 10,500 shares; 2026Q2: 10,102 shares 10,102 $4.11M 0.29% -398 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: 16,696 shares; 2024Q4: 16,164 shares; 2025Q1: 15,755 shares; 2025Q2: 15,629 shares; 2025Q3: 15,076 shares; 2025Q4: 15,039 shares; 2026Q1: 14,991 shares; 2026Q2: 14,631 shares 14,631 $3.95M 0.28% -360 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: 3,224 shares; 2024Q4: 3,204 shares; 2025Q1: 8,376 shares; 2025Q2: 9,044 shares; 2025Q3: 9,122 shares; 2025Q4: 10,512 shares; 2026Q1: 10,156 shares; 2026Q2: 10,203 shares 10,203 $3.85M 0.27% +47 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: 37,355 shares; 2024Q4: 36,450 shares; 2025Q1: 38,497 shares; 2025Q2: 36,890 shares; 2025Q3: 36,488 shares; 2025Q4: 39,526 shares; 2026Q1: 40,251 shares; 2026Q2: 39,608 shares 39,608 $3.83M 0.27% -643 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: 110,306 shares; 2024Q4: 106,267 shares; 2025Q1: 112,958 shares; 2025Q2: 104,019 shares; 2025Q3: 104,963 shares; 2025Q4: 103,212 shares; 2026Q1: 99,259 shares; 2026Q2: 90,999 shares 90,999 $3.74M 0.26% -8,260 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: 2,660 shares; 2024Q4: 2,658 shares; 2025Q1: 2,658 shares; 2025Q2: 2,700 shares; 2025Q3: 4,503 shares; 2025Q4: 4,722 shares; 2026Q1: 4,723 shares; 2026Q2: 4,776 shares 4,776 $3.57M 0.25% +53 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: 32,593 shares; 2024Q4: 33,793 shares; 2025Q1: 33,644 shares; 2025Q2: 32,447 shares; 2025Q3: 30,953 shares; 2025Q4: 27,078 shares; 2026Q1: 26,688 shares; 2026Q2: 26,304 shares 26,304 $3.41M 0.24% -384 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: 19,152 shares; 2024Q4: 18,370 shares; 2025Q1: 17,651 shares; 2025Q2: 17,418 shares; 2025Q3: 16,565 shares; 2025Q4: 15,726 shares; 2026Q1: 15,509 shares; 2026Q2: 14,691 shares 14,691 $3.11M 0.22% -818 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: 21,661 shares; 2024Q4: 21,146 shares; 2025Q1: 21,147 shares; 2025Q2: 20,892 shares; 2025Q3: 20,506 shares; 2025Q4: 19,724 shares; 2026Q1: 19,175 shares; 2026Q2: 19,205 shares 19,205 $3.07M 0.21% +30 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: 0 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,894 shares; 2025Q3: 30,761 shares; 2025Q4: 35,619 shares; 2026Q1: 38,585 shares; 2026Q2: 40,966 shares 40,966 $3.05M 0.21% +2,381 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: 12,902 shares; 2024Q4: 12,469 shares; 2025Q1: 15,914 shares; 2025Q2: 15,914 shares; 2025Q3: 15,569 shares; 2025Q4: 15,977 shares; 2026Q1: 15,220 shares; 2026Q2: 15,032 shares 15,032 $2.85M 0.2% -188 Timeline JBL JABIL INC More: the full row for JABIL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,200 shares; 2024Q4: 8,450 shares; 2025Q1: 8,300 shares; 2025Q2: 8,150 shares; 2025Q3: 7,143 shares; 2025Q4: 7,218 shares; 2026Q1: 7,102 shares; 2026Q2: 7,019 shares 7,019 $2.71M 0.19% -83 Timeline AS AMER SPORTS INC More: the full row for AMER SPORTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,485 shares; 2025Q2: 17,461 shares; 2025Q3: 34,387 shares; 2025Q4: 55,525 shares; 2026Q1: 68,496 shares; 2026Q2: 79,336 shares 79,336 $2.68M 0.19% +10,840 Timeline CET CENTRAL SECS CORP More: the full row for CENTRAL SECS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 47,408 shares; 2024Q4: 48,760 shares; 2025Q1: 48,760 shares; 2025Q2: 48,932 shares; 2025Q3: 48,932 shares; 2025Q4: 50,542 shares; 2026Q1: 50,542 shares; 2026Q2: 50,745 shares 50,745 $2.66M 0.19% +203 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 38,984 shares; 2024Q4: 37,498 shares; 2025Q1: 37,085 shares; 2025Q2: 37,532 shares; 2025Q3: 37,129 shares; 2025Q4: 40,644 shares; 2026Q1: 40,512 shares; 2026Q2: 42,476 shares 42,476 $2.63M 0.18% +1,964 Timeline CLH CLEAN HARBORS INC More: the full row for CLEAN HARBORS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,679 shares; 2024Q4: 9,470 shares; 2025Q1: 9,445 shares; 2025Q2: 9,445 shares; 2025Q3: 9,410 shares; 2025Q4: 9,188 shares; 2026Q1: 9,128 shares; 2026Q2: 8,691 shares 8,691 $2.6M 0.18% -437 Timeline XOM EXXONMOBIL HOLDINGS CORP More: the full row for EXXONMOBIL HOLDINGS 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: 17,548 shares 17,548 $2.4M 0.17% new 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: 75,731 shares; 2024Q4: 31,987 shares; 2025Q1: 31,603 shares; 2025Q2: 46,820 shares; 2025Q3: 37,646 shares; 2025Q4: 38,799 shares; 2026Q1: 38,851 shares; 2026Q2: 39,095 shares 39,095 $2.23M 0.16% +244 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: 23,379 shares; 2024Q4: 24,100 shares; 2025Q1: 24,797 shares; 2025Q2: 11,636 shares; 2025Q3: 10,510 shares; 2025Q4: 8,915 shares; 2026Q1: 7,681 shares; 2026Q2: 7,105 shares 7,105 $2.22M 0.15% -576 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: 514 shares; 2024Q4: 500 shares; 2025Q1: 503 shares; 2025Q2: 503 shares; 2025Q3: 5,277 shares; 2025Q4: 30,607 shares; 2026Q1: 18,567 shares; 2026Q2: 20,302 shares 20,302 $2.02M 0.14% +1,735 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: 10,390 shares; 2024Q4: 10,939 shares; 2025Q1: 10,031 shares; 2025Q2: 9,553 shares; 2025Q3: 7,302 shares; 2025Q4: 7,233 shares; 2026Q1: 6,610 shares; 2026Q2: 6,405 shares 6,405 $2.01M 0.14% -205 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: 5,431 shares; 2024Q4: 5,219 shares; 2025Q1: 5,194 shares; 2025Q2: 4,769 shares; 2025Q3: 5,159 shares; 2025Q4: 5,060 shares; 2026Q1: 5,051 shares; 2026Q2: 5,294 shares 5,294 $1.98M 0.14% +243 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: 5,941 shares; 2024Q4: 6,433 shares; 2025Q1: 6,343 shares; 2025Q2: 6,743 shares; 2025Q3: 6,476 shares; 2025Q4: 6,087 shares; 2026Q1: 6,073 shares; 2026Q2: 6,482 shares 6,482 $1.79M 0.12% +409 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: 2,180 shares; 2024Q4: 2,180 shares; 2025Q1: 2,180 shares; 2025Q2: 8,380 shares; 2025Q3: 8,380 shares; 2025Q4: 9,880 shares; 2026Q1: 9,880 shares; 2026Q2: 9,912 shares 9,912 $1.75M 0.12% +32 Timeline IGV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,751 shares; 2024Q4: 5,751 shares; 2025Q1: 4,050 shares; 2025Q2: 4,050 shares; 2025Q3: 3,675 shares; 2025Q4: 3,675 shares; 2026Q1: 18,999 shares; 2026Q2: 18,561 shares 18,561 $1.68M 0.12% -438 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: 1,349 shares; 2024Q4: 1,297 shares; 2025Q1: 1,366 shares; 2025Q2: 1,268 shares; 2025Q3: 1,400 shares; 2025Q4: 1,351 shares; 2026Q1: 1,363 shares; 2026Q2: 1,423 shares 1,423 $1.67M 0.12% +60 Timeline BSCW INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,460 shares; 2024Q4: 26,375 shares; 2025Q1: 28,818 shares; 2025Q2: 28,819 shares; 2025Q3: 41,286 shares; 2025Q4: 58,969 shares; 2026Q1: 72,364 shares; 2026Q2: 80,622 shares 80,622 $1.65M 0.12% +8,258 Timeline PRK PARK NATL CORP More: the full row for PARK NATL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,727 shares; 2024Q4: 3,119 shares; 2025Q1: 3,119 shares; 2025Q2: 3,119 shares; 2025Q3: 2,764 shares; 2025Q4: 2,731 shares; 2026Q1: 7,557 shares; 2026Q2: 8,797 shares 8,797 $1.61M 0.11% +1,240 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,770 shares; 2024Q4: 22,172 shares; 2025Q1: 21,717 shares; 2025Q2: 21,220 shares; 2025Q3: 19,622 shares; 2025Q4: 18,996 shares; 2026Q1: 17,656 shares; 2026Q2: 17,290 shares 17,290 $1.6M 0.11% -366 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,177 shares; 2024Q4: 2,117 shares; 2025Q1: 2,158 shares; 2025Q2: 2,158 shares; 2025Q3: 2,085 shares; 2025Q4: 2,110 shares; 2026Q1: 2,110 shares; 2026Q2: 2,154 shares 2,154 $1.48M 0.1% +44 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: 1,650 shares; 2024Q4: 4,725 shares; 2025Q1: 5,625 shares; 2025Q2: 8,131 shares; 2025Q3: 12,321 shares; 2025Q4: 12,746 shares; 2026Q1: 12,746 shares; 2026Q2: 12,636 shares 12,636 $1.47M 0.1% -110 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,938 shares; 2024Q4: 3,887 shares; 2025Q1: 4,118 shares; 2025Q2: 3,983 shares; 2025Q3: 3,984 shares; 2025Q4: 3,985 shares; 2026Q1: 3,891 shares; 2026Q2: 3,866 shares 3,866 $1.43M 0.1% -25 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,772 shares; 2024Q4: 5,647 shares; 2025Q1: 5,308 shares; 2025Q2: 5,102 shares; 2025Q3: 4,777 shares; 2025Q4: 4,665 shares; 2026Q1: 4,640 shares; 2026Q2: 4,591 shares 4,591 $1.41M 0.1% -49 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: 1,444 shares; 2024Q4: 1,427 shares; 2025Q1: 1,837 shares; 2025Q2: 1,820 shares; 2025Q3: 1,772 shares; 2025Q4: 1,816 shares; 2026Q1: 1,441 shares; 2026Q2: 1,454 shares 1,454 $1.4M 0.1% +13 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,400 shares; 2024Q4: 3,400 shares; 2025Q1: 3,400 shares; 2025Q2: 3,400 shares; 2025Q3: 3,400 shares; 2025Q4: 3,400 shares; 2026Q1: 3,400 shares; 2026Q2: 3,400 shares 3,400 $1.39M 0.1% 0 Timeline LMAT LEMAITRE VASCULAR INC More: the full row for LEMAITRE VASCULAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,407 shares; 2024Q4: 14,407 shares; 2025Q1: 14,407 shares; 2025Q2: 14,407 shares; 2025Q3: 14,407 shares; 2025Q4: 14,407 shares; 2026Q1: 14,407 shares; 2026Q2: 14,407 shares 14,407 $1.38M 0.1% 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: 133,819 shares; 2024Q4: 97,296 shares; 2025Q1: 76,591 shares; 2025Q2: 70,242 shares; 2025Q3: 56,385 shares; 2025Q4: 40,288 shares; 2026Q1: 34,171 shares; 2026Q2: 31,661 shares 31,661 $1.34M 0.09% -2,510 Timeline WPC WP CAREY INC More: the full row for WP CAREY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,179 shares; 2024Q4: 22,253 shares; 2025Q1: 19,893 shares; 2025Q2: 17,949 shares; 2025Q3: 16,021 shares; 2025Q4: 17,666 shares; 2026Q1: 17,639 shares; 2026Q2: 17,401 shares 17,401 $1.24M 0.09% -238 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: 4,150 shares; 2024Q4: 4,055 shares; 2025Q1: 3,825 shares; 2025Q2: 3,764 shares; 2025Q3: 3,764 shares; 2025Q4: 3,669 shares; 2026Q1: 3,669 shares; 2026Q2: 3,669 shares 3,669 $1.17M 0.08% 0 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,630 shares; 2024Q4: 3,630 shares; 2025Q1: 6,702 shares; 2025Q2: 3,514 shares; 2025Q3: 3,507 shares; 2025Q4: 3,846 shares; 2026Q1: 3,846 shares; 2026Q2: 3,839 shares 3,839 $1.15M 0.08% -7 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: 31,939 shares; 2024Q4: 28,727 shares; 2025Q1: 27,768 shares; 2025Q2: 19,883 shares; 2025Q3: 12,506 shares; 2025Q4: 7,701 shares; 2026Q1: 7,010 shares; 2026Q2: 6,497 shares 6,497 $1.14M 0.08% -513 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: 7,663 shares; 2024Q4: 6,477 shares; 2025Q1: 6,986 shares; 2025Q2: 8,817 shares; 2025Q3: 8,853 shares; 2025Q4: 8,818 shares; 2026Q1: 9,307 shares; 2026Q2: 8,658 shares 8,658 $1.11M 0.08% -649 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: 4,438 shares; 2024Q4: 3,577 shares; 2025Q1: 5,470 shares; 2025Q2: 5,491 shares; 2025Q3: 4,568 shares; 2025Q4: 4,495 shares; 2026Q1: 4,495 shares; 2026Q2: 4,465 shares 4,465 $1.1M 0.08% -30 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: 842 shares; 2024Q4: 870 shares; 2025Q1: 1,072 shares; 2025Q2: 1,080 shares; 2025Q3: 916 shares; 2025Q4: 918 shares; 2026Q1: 873 shares; 2026Q2: 1,478 shares 1,478 $1.09M 0.08% +605 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 239 shares; 2024Q4: 200 shares; 2025Q1: 919 shares; 2025Q2: 1,577 shares; 2025Q3: 2,583 shares; 2025Q4: 2,462 shares; 2026Q1: 2,502 shares; 2026Q2: 2,508 shares 2,508 $1.08M 0.08% +6 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: 3,422 shares; 2024Q4: 3,415 shares; 2025Q1: 3,405 shares; 2025Q2: 3,405 shares; 2025Q3: 3,296 shares; 2025Q4: 3,296 shares; 2026Q1: 3,286 shares; 2026Q2: 3,086 shares 3,086 $1.06M 0.07% -200 Timeline RY ROYAL BK CDA More: the full row for ROYAL BK CDA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,452 shares; 2024Q4: 17,452 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,000 shares; 2025Q4: 4,691 shares; 2026Q1: 4,958 shares; 2026Q2: 4,958 shares 4,958 $1.03M 0.07% 0 Timeline RF REGIONS FINANCIAL CORP NEW More: the full row for REGIONS FINANCIAL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 34,636 shares; 2024Q4: 34,105 shares; 2025Q1: 34,491 shares; 2025Q2: 34,105 shares; 2025Q3: 34,105 shares; 2025Q4: 33,905 shares; 2026Q1: 33,905 shares; 2026Q2: 33,905 shares 33,905 $1.02M 0.07% 0 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: 18,906 shares; 2024Q4: 17,796 shares; 2025Q1: 18,585 shares; 2025Q2: 19,097 shares; 2025Q3: 17,614 shares; 2025Q4: 17,766 shares; 2026Q1: 18,809 shares; 2026Q2: 18,768 shares 18,768 $1.02M 0.07% -41 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: 1,945 shares; 2024Q4: 1,828 shares; 2025Q1: 1,787 shares; 2025Q2: 1,771 shares; 2025Q3: 3,278 shares; 2025Q4: 3,278 shares; 2026Q1: 3,278 shares; 2026Q2: 2,503 shares 2,503 $906K 0.06% -775 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: 1,465 shares; 2024Q4: 1,465 shares; 2025Q1: 1,793 shares; 2025Q2: 1,608 shares; 2025Q3: 1,608 shares; 2025Q4: 1,608 shares; 2026Q1: 1,608 shares; 2026Q2: 9,672 shares 9,672 $833K 0.06% +8,064 Timeline CSL CARLISLE COS INC More: the full row for CARLISLE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,837 shares; 2024Q4: 3,837 shares; 2025Q1: 3,712 shares; 2025Q2: 3,565 shares; 2025Q3: 2,665 shares; 2025Q4: 2,435 shares; 2026Q1: 2,337 shares; 2026Q2: 2,177 shares 2,177 $790K 0.05% -160 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: 2,733 shares; 2024Q4: 2,590 shares; 2025Q1: 2,727 shares; 2025Q2: 2,947 shares; 2025Q3: 2,809 shares; 2025Q4: 2,892 shares; 2026Q1: 2,786 shares; 2026Q2: 3,104 shares 3,104 $781K 0.05% +318 Timeline PKG PACKAGING CORP AMER More: the full row for PACKAGING CORP AMER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,432 shares; 2024Q4: 2,467 shares; 2025Q1: 3,244 shares; 2025Q2: 2,978 shares; 2025Q3: 2,948 shares; 2025Q4: 2,819 shares; 2026Q1: 2,694 shares; 2026Q2: 3,194 shares 3,194 $761K 0.05% +500 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: 2,346 shares; 2024Q4: 2,552 shares; 2025Q1: 2,524 shares; 2025Q2: 28,216 shares; 2025Q3: 14,941 shares; 2025Q4: 7,703 shares; 2026Q1: 7,140 shares; 2026Q2: 7,019 shares 7,019 $755K 0.05% -121 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: 14,759 shares; 2024Q4: 12,540 shares; 2025Q1: 11,326 shares; 2025Q2: 10,611 shares; 2025Q3: 8,949 shares; 2025Q4: 7,902 shares; 2026Q1: 7,000 shares; 2026Q2: 6,856 shares 6,856 $753K 0.05% -144 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: 2,564 shares; 2024Q4: 2,544 shares; 2025Q1: 2,476 shares; 2025Q2: 2,216 shares; 2025Q3: 1,404 shares; 2025Q4: 1,404 shares; 2026Q1: 1,308 shares; 2026Q2: 1,290 shares 1,290 $744K 0.05% -18 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: 935 shares; 2025Q2: 1,545 shares; 2025Q3: 2,145 shares; 2025Q4: 4,320 shares; 2026Q1: 4,348 shares; 2026Q2: 4,348 shares 4,348 $739K 0.05% 0 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: 1,884 shares; 2024Q4: 1,680 shares; 2025Q1: 3,280 shares; 2025Q2: 3,280 shares; 2025Q3: 3,265 shares; 2025Q4: 4,185 shares; 2026Q1: 4,185 shares; 2026Q2: 3,280 shares 3,280 $735K 0.05% -905 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: 32,191 shares; 2024Q4: 32,267 shares; 2025Q1: 33,518 shares; 2025Q2: 29,704 shares; 2025Q3: 23,774 shares; 2025Q4: 18,227 shares; 2026Q1: 16,683 shares; 2026Q2: 9,260 shares 9,260 $665K 0.05% -7,423 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,264 shares; 2024Q4: 1,264 shares; 2025Q1: 2,014 shares; 2025Q2: 2,014 shares; 2025Q3: 2,014 shares; 2025Q4: 2,134 shares; 2026Q1: 2,134 shares; 2026Q2: 1,564 shares 1,564 $650K 0.05% -570 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,352 shares; 2024Q4: 1,352 shares; 2025Q1: 1,352 shares; 2025Q2: 1,326 shares; 2025Q3: 1,318 shares; 2025Q4: 1,318 shares; 2026Q1: 1,296 shares; 2026Q2: 5,134 shares 5,134 $637K 0.04% +3,838 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 416 shares; 2024Q4: 136 shares; 2025Q1: 565 shares; 2025Q2: 566 shares; 2025Q3: 684 shares; 2025Q4: 221 shares; 2026Q1: 350 shares; 2026Q2: 6,688 shares 6,688 $625K 0.04% +6,338 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: 7,240 shares; 2024Q4: 7,240 shares; 2025Q1: 7,240 shares; 2025Q2: 7,240 shares; 2025Q3: 7,240 shares; 2025Q4: 7,240 shares; 2026Q1: 7,240 shares; 2026Q2: 7,240 shares 7,240 $619K 0.04% 0 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,521 shares; 2024Q4: 4,838 shares; 2025Q1: 5,282 shares; 2025Q2: 5,469 shares; 2025Q3: 6,484 shares; 2025Q4: 6,519 shares; 2026Q1: 6,416 shares; 2026Q2: 6,461 shares 6,461 $618K 0.04% +45 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: 5,300 shares; 2024Q4: 5,300 shares; 2025Q1: 4,731 shares; 2025Q2: 4,731 shares; 2025Q3: 4,731 shares; 2025Q4: 5,231 shares; 2026Q1: 5,231 shares; 2026Q2: 5,450 shares 5,450 $601K 0.04% +219 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 950 shares; 2024Q4: 950 shares; 2025Q1: 1,000 shares; 2025Q2: 1,019 shares; 2025Q3: 770 shares; 2025Q4: 770 shares; 2026Q1: 770 shares; 2026Q2: 770 shares 770 $550K 0.04% 0 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,237 shares; 2024Q4: 5,239 shares; 2025Q1: 5,020 shares; 2025Q2: 5,020 shares; 2025Q3: 5,020 shares; 2025Q4: 5,020 shares; 2026Q1: 5,020 shares; 2026Q2: 5,045 shares 5,045 $537K 0.04% +25 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: 5,531 shares; 2024Q4: 3,731 shares; 2025Q1: 3,700 shares; 2025Q2: 3,623 shares; 2025Q3: 3,480 shares; 2025Q4: 3,296 shares; 2026Q1: 3,287 shares; 2026Q2: 3,288 shares 3,288 $532K 0.04% +1 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: 662 shares; 2024Q4: 662 shares; 2025Q1: 684 shares; 2025Q2: 684 shares; 2025Q3: 684 shares; 2025Q4: 859 shares; 2026Q1: 936 shares; 2026Q2: 905 shares 905 $526K 0.04% -31 Timeline FBNC FIRST BANCORP N C More: the full row for FIRST BANCORP N C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,687 shares; 2024Q4: 5,687 shares; 2025Q1: 8,712 shares; 2025Q2: 8,712 shares; 2025Q3: 8,712 shares; 2025Q4: 8,712 shares; 2026Q1: 9,850 shares; 2026Q2: 8,204 shares 8,204 $524K 0.04% -1,646 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,110 shares; 2024Q4: 2,110 shares; 2025Q1: 2,110 shares; 2025Q2: 2,110 shares; 2025Q3: 2,110 shares; 2025Q4: 2,110 shares; 2026Q1: 2,110 shares; 2026Q2: 2,237 shares 2,237 $514K 0.04% +127 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: 4,708 shares; 2024Q4: 4,395 shares; 2025Q1: 4,395 shares; 2025Q2: 4,395 shares; 2025Q3: 4,372 shares; 2025Q4: 4,372 shares; 2026Q1: 4,372 shares; 2026Q2: 4,372 shares 4,372 $511K 0.04% 0 Timeline FDXF FEDEX FGHT HLDG CO INC More: the full row for FEDEX FGHT HLDG CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,318 shares 3,318 $501K 0.03% new 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: 11,477 shares; 2024Q4: 9,286 shares; 2025Q1: 9,286 shares; 2025Q2: 8,636 shares; 2025Q3: 5,768 shares; 2025Q4: 5,484 shares; 2026Q1: 5,484 shares; 2026Q2: 5,384 shares 5,384 $494K 0.03% -100 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 100 shares; 2024Q4: 22 shares; 2025Q1: 22 shares; 2025Q2: 1,122 shares; 2025Q3: 1,126 shares; 2025Q4: 1,126 shares; 2026Q1: 1,126 shares; 2026Q2: 1,213 shares 1,213 $482K 0.03% +87 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: 115 shares; 2024Q4: 1,150 shares; 2025Q1: 1,150 shares; 2025Q2: 1,150 shares; 2025Q3: 1,075 shares; 2025Q4: 1,075 shares; 2026Q1: 1,075 shares; 2026Q2: 1,095 shares 1,095 $474K 0.03% +20 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: 838 shares; 2024Q4: 674 shares; 2025Q1: 674 shares; 2025Q2: 616 shares; 2025Q3: 1,018 shares; 2025Q4: 1,018 shares; 2026Q1: 831 shares; 2026Q2: 872 shares 872 $448K 0.03% +41 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,688 shares; 2024Q4: 1,795 shares; 2025Q1: 1,795 shares; 2025Q2: 1,670 shares; 2025Q3: 1,370 shares; 2025Q4: 2,441 shares; 2026Q1: 2,341 shares; 2026Q2: 2,313 shares 2,313 $441K 0.03% -28 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: 3,514 shares; 2024Q4: 3,556 shares; 2025Q1: 3,301 shares; 2025Q2: 3,201 shares; 2025Q3: 3,172 shares; 2025Q4: 3,142 shares; 2026Q1: 3,142 shares; 2026Q2: 3,143 shares 3,143 $432K 0.03% +1 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,717 shares; 2024Q4: 1,717 shares; 2025Q1: 1,692 shares; 2025Q2: 1,692 shares; 2025Q3: 1,392 shares; 2025Q4: 1,392 shares; 2026Q1: 1,892 shares; 2026Q2: 1,892 shares 1,892 $429K 0.03% 0 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: 25,282 shares; 2024Q4: 24,924 shares; 2025Q1: 3,123 shares; 2025Q2: 3,122 shares; 2025Q3: 3,013 shares; 2025Q4: 2,900 shares; 2026Q1: 2,900 shares; 2026Q2: 3,074 shares 3,074 $421K 0.03% +174 Timeline FCNCA FIRST CTZNS BANCSHARES INC D More: the full row for FIRST CTZNS BANCSHARES INC D Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 200 shares; 2024Q4: 200 shares; 2025Q1: 200 shares; 2025Q2: 200 shares; 2025Q3: 200 shares; 2025Q4: 200 shares; 2026Q1: 200 shares; 2026Q2: 200 shares 200 $416K 0.03% 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: 8,570 shares; 2024Q4: 1,259 shares; 2025Q1: 1,408 shares; 2025Q2: 1,408 shares; 2025Q3: 3,775 shares; 2025Q4: 3,712 shares; 2026Q1: 2,212 shares; 2026Q2: 1,879 shares 1,879 $414K 0.03% -333 Timeline SSB SOUTHSTATE BK CORP More: the full row for SOUTHSTATE BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,499 shares; 2025Q4: 5,488 shares; 2026Q1: 4,194 shares; 2026Q2: 4,144 shares 4,144 $414K 0.03% -50 Timeline SFST SOUTHERN FIRST BANCSHARES More: the full row for SOUTHERN FIRST BANCSHARES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,848 shares; 2024Q4: 5,725 shares; 2025Q1: 4,848 shares; 2025Q2: 4,848 shares; 2025Q3: 4,848 shares; 2025Q4: 4,786 shares; 2026Q1: 6,610 shares; 2026Q2: 6,610 shares 6,610 $404K 0.03% 0 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: 851 shares; 2024Q4: 1,035 shares; 2025Q1: 1,189 shares; 2025Q2: 1,150 shares; 2025Q3: 1,351 shares; 2025Q4: 1,306 shares; 2026Q1: 1,417 shares; 2026Q2: 1,429 shares 1,429 $402K 0.03% +12 Timeline PRFZ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,150 shares; 2024Q4: 7,150 shares; 2025Q1: 7,150 shares; 2025Q2: 7,150 shares; 2025Q3: 7,150 shares; 2025Q4: 7,150 shares; 2026Q1: 7,150 shares; 2026Q2: 7,150 shares 7,150 $399K 0.03% 0 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,356 shares; 2024Q4: 1,356 shares; 2025Q1: 1,356 shares; 2025Q2: 1,356 shares; 2025Q3: 1,356 shares; 2025Q4: 1,126 shares; 2026Q1: 1,126 shares; 2026Q2: 1,169 shares 1,169 $395K 0.03% +43 Timeline FNDE 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: not reported; 2024Q4: not reported; 2025Q1: 9,785 shares; 2025Q2: 9,785 shares; 2025Q3: 9,785 shares; 2025Q4: 9,785 shares; 2026Q1: 9,785 shares; 2026Q2: 9,785 shares 9,785 $388K 0.03% 0 Timeline CRWV COREWEAVE INC More: the full row for COREWEAVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,685 shares; 2025Q3: 3,050 shares; 2025Q4: 3,470 shares; 2026Q1: 3,520 shares; 2026Q2: 3,550 shares 3,550 $353K 0.02% +30 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: 1,119 shares; 2024Q4: 1,126 shares; 2025Q1: 805 shares; 2025Q2: 780 shares; 2025Q3: 820 shares; 2025Q4: 820 shares; 2026Q1: 841 shares; 2026Q2: 816 shares 816 $343K 0.02% -25 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: 1,540 shares; 2024Q4: 1,554 shares; 2025Q1: 1,540 shares; 2025Q2: 1,540 shares; 2025Q3: 1,560 shares; 2025Q4: 1,535 shares; 2026Q1: 1,535 shares; 2026Q2: 1,560 shares 1,560 $342K 0.02% +25 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: 1,912 shares; 2024Q4: 1,964 shares; 2025Q1: 2,039 shares; 2025Q2: 2,041 shares; 2025Q3: 1,980 shares; 2025Q4: 2,006 shares; 2026Q1: 2,107 shares; 2026Q2: 2,176 shares 2,176 $340K 0.02% +69 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,372 shares; 2024Q4: 2,372 shares; 2025Q1: 2,939 shares; 2025Q2: 6,088 shares; 2025Q3: 6,093 shares; 2025Q4: 7,002 shares; 2026Q1: 6,964 shares; 2026Q2: 6,976 shares 6,976 $335K 0.02% +12 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: 1,650 shares; 2024Q4: 1,650 shares; 2025Q1: 1,650 shares; 2025Q2: 1,650 shares; 2025Q3: 1,650 shares; 2025Q4: 1,558 shares; 2026Q1: 1,839 shares; 2026Q2: 1,839 shares 1,839 $333K 0.02% 0 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,383 shares; 2024Q4: 1,383 shares; 2025Q1: 1,383 shares; 2025Q2: 1,383 shares; 2025Q3: 1,383 shares; 2025Q4: 1,383 shares; 2026Q1: 1,383 shares; 2026Q2: 1,383 shares 1,383 $329K 0.02% 0 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,066 shares; 2024Q4: 1,066 shares; 2025Q1: 1,066 shares; 2025Q2: 1,066 shares; 2025Q3: 1,066 shares; 2025Q4: 1,316 shares; 2026Q1: 1,316 shares; 2026Q2: 1,316 shares 1,316 $324K 0.02% 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: 951 shares; 2024Q4: 951 shares; 2025Q1: 851 shares; 2025Q2: 851 shares; 2025Q3: 851 shares; 2025Q4: 851 shares; 2026Q1: 919 shares; 2026Q2: 919 shares 919 $308K 0.02% 0 Timeline SCHM SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,910 shares; 2025Q2: 9,910 shares; 2025Q3: 9,910 shares; 2025Q4: 9,910 shares; 2026Q1: 9,910 shares; 2026Q2: 8,260 shares 8,260 $305K 0.02% -1,650 Timeline KVUE KENVUE INC More: the full row for KENVUE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 154,124 shares; 2024Q4: 156,634 shares; 2025Q1: 156,694 shares; 2025Q2: 170,579 shares; 2025Q3: 124,079 shares; 2025Q4: 59,420 shares; 2026Q1: 21,482 shares; 2026Q2: 15,865 shares 15,865 $303K 0.02% -5,617 Timeline ISTB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,630 shares; 2024Q4: 11,998 shares; 2025Q1: 11,442 shares; 2025Q2: 10,008 shares; 2025Q3: 6,927 shares; 2025Q4: 6,395 shares; 2026Q1: 6,553 shares; 2026Q2: 6,249 shares 6,249 $302K 0.02% -304 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: 1,925 shares; 2024Q4: 1,925 shares; 2025Q1: 1,925 shares; 2025Q2: 1,925 shares; 2025Q3: 1,825 shares; 2025Q4: 1,825 shares; 2026Q1: 1,825 shares; 2026Q2: 1,825 shares 1,825 $300K 0.02% 0 Timeline SMLF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,333 shares; 2024Q4: 3,333 shares; 2025Q1: 3,333 shares; 2025Q2: 3,258 shares; 2025Q3: 3,223 shares; 2025Q4: 3,223 shares; 2026Q1: 3,208 shares; 2026Q2: 3,308 shares 3,308 $295K 0.02% +100 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: 30 shares; 2024Q4: 30 shares; 2025Q1: 30 shares; 2025Q2: 30 shares; 2025Q3: 30 shares; 2025Q4: 130 shares; 2026Q1: 1,130 shares; 2026Q2: 1,130 shares 1,130 $294K 0.02% 0 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,707 shares; 2024Q4: 3,805 shares; 2025Q1: 3,880 shares; 2025Q2: 4,409 shares; 2025Q3: 3,886 shares; 2025Q4: 3,594 shares; 2026Q1: 3,743 shares; 2026Q2: 3,520 shares 3,520 $291K 0.02% -223 Timeline ONEQ FIDELITY COMWLTH TR More: the full row for FIDELITY COMWLTH TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,562 shares; 2024Q4: 2,562 shares; 2025Q1: 2,562 shares; 2025Q2: 2,562 shares; 2025Q3: 2,562 shares; 2025Q4: 2,562 shares; 2026Q1: 2,562 shares; 2026Q2: 2,763 shares 2,763 $285K 0.02% +201 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: 189 shares; 2024Q4: 157 shares; 2025Q1: 157 shares; 2025Q2: 257 shares; 2025Q3: 257 shares; 2025Q4: 257 shares; 2026Q1: 257 shares; 2026Q2: 288 shares 288 $282K 0.02% +31 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: 6,423 shares; 2024Q4: 5,673 shares; 2025Q1: 5,673 shares; 2025Q2: 5,573 shares; 2025Q3: 4,748 shares; 2025Q4: 4,360 shares; 2026Q1: 3,563 shares; 2026Q2: 3,728 shares 3,728 $273K 0.02% +165 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: 148,180 shares; 2024Q4: 150,044 shares; 2025Q1: 145,607 shares; 2025Q2: 124,751 shares; 2025Q3: 72,492 shares; 2025Q4: 22,199 shares; 2026Q1: 11,725 shares; 2026Q2: 11,095 shares 11,095 $272K 0.02% -630 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: 839 shares; 2024Q4: 328 shares; 2025Q1: 300 shares; 2025Q2: 249 shares; 2025Q3: 573 shares; 2025Q4: 488 shares; 2026Q1: 2,400 shares; 2026Q2: 2,602 shares 2,602 $269K 0.02% +202 Timeline IFF INTERNATIONAL FLAVORS&FRAGRA More: the full row for INTERNATIONAL FLAVORS&FRAGRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,271 shares; 2024Q4: 26,573 shares; 2025Q1: 28,484 shares; 2025Q2: 23,669 shares; 2025Q3: 19,247 shares; 2025Q4: 8,601 shares; 2026Q1: 6,868 shares; 2026Q2: 3,393 shares 3,393 $269K 0.02% -3,475 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: 137 shares; 2024Q4: 147 shares; 2025Q1: 147 shares; 2025Q2: 47 shares; 2025Q3: 97 shares; 2025Q4: 97 shares; 2026Q1: 191 shares; 2026Q2: 230 shares 230 $266K 0.02% +39 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: 2,637 shares; 2024Q4: 2,637 shares; 2025Q1: 2,612 shares; 2025Q2: 2,612 shares; 2025Q3: 2,612 shares; 2025Q4: 2,612 shares; 2026Q1: 2,562 shares; 2026Q2: 3,721 shares 3,721 $265K 0.02% +1,159 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: 4,966 shares; 2024Q4: 4,966 shares; 2025Q1: 13,966 shares; 2025Q2: 4,966 shares; 2025Q3: 4,966 shares; 2025Q4: 4,966 shares; 2026Q1: 2,966 shares; 2026Q2: 2,966 shares 2,966 $248K 0.02% 0 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,202 shares; 2024Q4: 3,888 shares; 2025Q1: 3,867 shares; 2025Q2: 3,840 shares; 2025Q3: 5,922 shares; 2025Q4: 5,959 shares; 2026Q1: 3,409 shares; 2026Q2: 2,669 shares 2,669 $242K 0.02% -740 Timeline DEO DIAGEO PLC More: the full row for DIAGEO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,479 shares; 2024Q4: 16,870 shares; 2025Q1: 13,381 shares; 2025Q2: 11,241 shares; 2025Q3: 8,878 shares; 2025Q4: 5,390 shares; 2026Q1: 3,804 shares; 2026Q2: 2,980 shares 2,980 $240K 0.02% -824 Timeline CASY CASEYS GEN STORES INC More: the full row for CASEYS GEN STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 284 shares; 2025Q2: 239 shares; 2025Q3: 240 shares; 2025Q4: 348 shares; 2026Q1: 298 shares; 2026Q2: 298 shares 298 $237K 0.02% 0 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,482 shares; 2024Q4: 12,874 shares; 2025Q1: 10,985 shares; 2025Q2: 11,036 shares; 2025Q3: 9,876 shares; 2025Q4: 10,579 shares; 2026Q1: 11,352 shares; 2026Q2: 11,270 shares 11,270 $233K 0.02% -82 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 957 shares; 2024Q4: 354 shares; 2025Q1: 355 shares; 2025Q2: not reported; 2025Q3: 300 shares; 2025Q4: 300 shares; 2026Q1: 843 shares; 2026Q2: 3,708 shares 3,708 $233K 0.02% +2,865 Timeline LRGF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,997 shares; 2024Q4: 3,879 shares; 2025Q1: 3,878 shares; 2025Q2: 3,494 shares; 2025Q3: 3,294 shares; 2025Q4: 3,064 shares; 2026Q1: 3,064 shares; 2026Q2: 3,064 shares 3,064 $232K 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: 5,529 shares; 2024Q4: 5,164 shares; 2025Q1: 5,078 shares; 2025Q2: 4,461 shares; 2025Q3: 3,961 shares; 2025Q4: 3,771 shares; 2026Q1: 3,671 shares; 2026Q2: 3,290 shares 3,290 $225K 0.02% -381 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,724 shares; 2024Q4: 1,065 shares; 2025Q1: 915 shares; 2025Q2: 921 shares; 2025Q3: 888 shares; 2025Q4: 888 shares; 2026Q1: 932 shares; 2026Q2: 1,017 shares 1,017 $220K 0.02% +85 Timeline HEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,953 shares; 2024Q4: 7,558 shares; 2025Q1: 7,558 shares; 2025Q2: 5,358 shares; 2025Q3: 5,000 shares; 2025Q4: 4,800 shares; 2026Q1: 4,800 shares; 2026Q2: 4,650 shares 4,650 $218K 0.02% -150 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: 500 shares; 2024Q4: 500 shares; 2025Q1: 2,276 shares; 2025Q2: 1,001 shares; 2025Q3: 1,873 shares; 2025Q4: 1,436 shares; 2026Q1: 1,436 shares; 2026Q2: 1,390 shares 1,390 $218K 0.02% -46 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: 2,848 shares; 2024Q4: 2,839 shares; 2025Q1: 2,834 shares; 2025Q2: 2,834 shares; 2025Q3: 2,834 shares; 2025Q4: 3,229 shares; 2026Q1: 2,820 shares; 2026Q2: 2,820 shares 2,820 $213K 0.01% 0 Timeline FTEC 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: 850 shares; 2024Q4: 781 shares; 2025Q1: 775 shares; 2025Q2: 775 shares; 2025Q3: 775 shares; 2025Q4: 731 shares; 2026Q1: 731 shares; 2026Q2: 738 shares 738 $211K 0.01% +7 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: 4,899 shares; 2024Q4: 4,899 shares; 2025Q1: 4,899 shares; 2025Q2: 4,149 shares; 2025Q3: 3,981 shares; 2025Q4: 3,981 shares; 2026Q1: 3,981 shares; 2026Q2: 4,356 shares 4,356 $207K 0.01% +375 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 846 shares; 2024Q4: 846 shares; 2025Q1: 846 shares; 2025Q2: 846 shares; 2025Q3: 846 shares; 2025Q4: 818 shares; 2026Q1: 818 shares; 2026Q2: 818 shares 818 $206K 0.01% 0 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,494 shares; 2024Q4: 4,479 shares; 2025Q1: 4,461 shares; 2025Q2: 4,161 shares; 2025Q3: 3,567 shares; 2025Q4: 3,051 shares; 2026Q1: 3,051 shares; 2026Q2: 3,467 shares 3,467 $200K 0.01% +416 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: 770 shares; 2024Q4: 770 shares; 2025Q1: 770 shares; 2025Q2: 770 shares; 2025Q3: 770 shares; 2025Q4: 770 shares; 2026Q1: 770 shares; 2026Q2: 770 shares 770 $197K 0.01% 0 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,477 shares; 2024Q4: 1,423 shares; 2025Q1: 1,423 shares; 2025Q2: 1,423 shares; 2025Q3: 1,408 shares; 2025Q4: 1,408 shares; 2026Q1: 1,398 shares; 2026Q2: 1,505 shares 1,505 $197K 0.01% +107 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: not reported; 2024Q4: not reported; 2025Q1: 4,400 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,574 shares; 2026Q1: 2,574 shares; 2026Q2: 3,289 shares 3,289 $196K 0.01% +715 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 575 shares; 2024Q4: 575 shares; 2025Q1: 575 shares; 2025Q2: 575 shares; 2025Q3: 575 shares; 2025Q4: 575 shares; 2026Q1: 587 shares; 2026Q2: 587 shares 587 $195K 0.01% 0 Timeline STXF EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,199 shares; 2024Q4: 4,199 shares; 2025Q1: 4,199 shares; 2025Q2: 4,199 shares; 2025Q3: 4,199 shares; 2025Q4: 3,949 shares; 2026Q1: 3,949 shares; 2026Q2: 3,949 shares 3,949 $191K 0.01% 0 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,756 shares; 2024Q4: 1,592 shares; 2025Q1: 1,592 shares; 2025Q2: 1,592 shares; 2025Q3: 1,548 shares; 2025Q4: 1,548 shares; 2026Q1: 1,548 shares; 2026Q2: 1,548 shares 1,548 $182K 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: 1,550 shares; 2024Q4: 1,550 shares; 2025Q1: 1,550 shares; 2025Q2: 1,550 shares; 2025Q3: 1,514 shares; 2025Q4: 1,514 shares; 2026Q1: 1,401 shares; 2026Q2: 1,364 shares 1,364 $179K 0.01% -37 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: 145 shares; 2024Q4: 109 shares; 2025Q1: 109 shares; 2025Q2: 109 shares; 2025Q3: 224 shares; 2025Q4: 364 shares; 2026Q1: 364 shares; 2026Q2: 343 shares 343 $178K 0.01% -21 Timeline GDX 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: 600 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,099 shares; 2026Q1: 2,328 shares; 2026Q2: 2,328 shares 2,328 $176K 0.01% 0 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 550 shares; 2024Q4: 550 shares; 2025Q1: 3,515 shares; 2025Q2: 3,287 shares; 2025Q3: 5,222 shares; 2025Q4: 4,766 shares; 2026Q1: 4,067 shares; 2026Q2: 3,581 shares 3,581 $172K 0.01% -486 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: 71 shares; 2024Q4: 642 shares; 2025Q1: 642 shares; 2025Q2: 670 shares; 2025Q3: 721 shares; 2025Q4: 721 shares; 2026Q1: 721 shares; 2026Q2: 769 shares 769 $171K 0.01% +48 Timeline FNDF 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,231 shares; 2026Q1: 3,231 shares; 2026Q2: 3,232 shares 3,232 $171K 0.01% +1 Timeline TOST TOAST INC More: the full row for TOAST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 750 shares; 2024Q4: 4,500 shares; 2025Q1: 7,100 shares; 2025Q2: 7,600 shares; 2025Q3: 7,700 shares; 2025Q4: 6,450 shares; 2026Q1: 6,100 shares; 2026Q2: 6,100 shares 6,100 $170K 0.01% 0 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,880 shares; 2024Q4: 2,110 shares; 2025Q1: 2,094 shares; 2025Q2: 2,019 shares; 2025Q3: 1,927 shares; 2025Q4: 1,627 shares; 2026Q1: 1,627 shares; 2026Q2: 1,626 shares 1,626 $169K 0.01% -1 Timeline SPCX SPACE EXPLORATION TECHN CORP More: the full row for SPACE EXPLORATION TECHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 983 shares 983 $168K 0.01% new Timeline VG VENTURE GLOBAL INC More: the full row for VENTURE GLOBAL 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: 15,000 shares 15,000 $167K 0.01% new Timeline MKL MARKEL GROUP INC More: the full row for MARKEL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 89 shares; 2024Q4: 89 shares; 2025Q1: 89 shares; 2025Q2: 85 shares; 2025Q3: 85 shares; 2025Q4: 85 shares; 2026Q1: 85 shares; 2026Q2: 85 shares 85 $166K 0.01% 0 Timeline PHYS SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,000 shares; 2024Q4: 5,000 shares; 2025Q1: 5,000 shares; 2025Q2: 5,000 shares; 2025Q3: 5,000 shares; 2025Q4: 5,000 shares; 2026Q1: 5,000 shares; 2026Q2: 5,450 shares 5,450 $164K 0.01% +450 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: 2,008 shares; 2024Q4: 2,008 shares; 2025Q1: 3,816 shares; 2025Q2: 2,008 shares; 2025Q3: 1,500 shares; 2025Q4: 1,500 shares; 2026Q1: 1,500 shares; 2026Q2: 1,525 shares 1,525 $164K 0.01% +25 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: 3,400 shares; 2024Q4: 3,000 shares; 2025Q1: 3,000 shares; 2025Q2: 3,000 shares; 2025Q3: 3,000 shares; 2025Q4: 3,100 shares; 2026Q1: 3,050 shares; 2026Q2: 3,050 shares 3,050 $163K 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: 3,714 shares; 2024Q4: 2,640 shares; 2025Q1: 2,642 shares; 2025Q2: 2,143 shares; 2025Q3: 1,838 shares; 2025Q4: 3,035 shares; 2026Q1: 3,035 shares; 2026Q2: 3,035 shares 3,035 $163K 0.01% 0 Timeline JBHT HUNT J B TRANS SVCS INC More: the full row for HUNT J B TRANS SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 800 shares; 2024Q4: 800 shares; 2025Q1: 624 shares; 2025Q2: 588 shares; 2025Q3: 588 shares; 2025Q4: 536 shares; 2026Q1: 477 shares; 2026Q2: 551 shares 551 $159K 0.01% +74 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: 327 shares; 2024Q4: 7 shares; 2025Q1: 7 shares; 2025Q2: 402 shares; 2025Q3: 485 shares; 2025Q4: 489 shares; 2026Q1: 489 shares; 2026Q2: 1,977 shares 1,977 $159K 0.01% +1,488 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: 3,644 shares; 2024Q4: 261 shares; 2025Q1: 784 shares; 2025Q2: 629 shares; 2025Q3: 1,046 shares; 2025Q4: 1,083 shares; 2026Q1: 834 shares; 2026Q2: 836 shares 836 $159K 0.01% +2 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 707 shares 707 $158K 0.01% new Timeline HONA HONEYWELL AEROSPACE INC More: the full row for HONEYWELL AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 707 shares 707 $156K 0.01% new Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,283 shares; 2024Q4: 1,228 shares; 2025Q1: 1,228 shares; 2025Q2: 1,228 shares; 2025Q3: 1,151 shares; 2025Q4: 781 shares; 2026Q1: 781 shares; 2026Q2: 781 shares 781 $154K 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: 775 shares; 2024Q4: 600 shares; 2025Q1: 600 shares; 2025Q2: 600 shares; 2025Q3: 450 shares; 2025Q4: 450 shares; 2026Q1: 450 shares; 2026Q2: 520 shares 520 $153K 0.01% +70 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: 95 shares; 2024Q4: 95 shares; 2025Q1: 95 shares; 2025Q2: 95 shares; 2025Q3: 95 shares; 2025Q4: 95 shares; 2026Q1: 95 shares; 2026Q2: 115 shares 115 $153K 0.01% +20 Timeline RACE FERRARI N V More: the full row for FERRARI N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27 shares; 2024Q4: 27 shares; 2025Q1: 27 shares; 2025Q2: 27 shares; 2025Q3: 27 shares; 2025Q4: 27 shares; 2026Q1: 377 shares; 2026Q2: 402 shares 402 $150K 0.01% +25 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8 shares; 2025Q3: 8 shares; 2025Q4: 1,080 shares; 2026Q1: 1,080 shares; 2026Q2: 1,594 shares 1,594 $146K 0.01% +514 Timeline FLS FLOWSERVE CORP More: the full row for FLOWSERVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,250 shares; 2024Q4: 2,250 shares; 2025Q1: 2,250 shares; 2025Q2: 2,250 shares; 2025Q3: 2,250 shares; 2025Q4: 2,250 shares; 2026Q1: 2,470 shares; 2026Q2: 1,970 shares 1,970 $146K 0.01% -500 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: 139 shares; 2024Q4: 139 shares; 2025Q1: 139 shares; 2025Q2: 139 shares; 2025Q3: 144 shares; 2025Q4: 144 shares; 2026Q1: 139 shares; 2026Q2: 139 shares 139 $145K 0.01% 0 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,745 shares; 2024Q4: 1,545 shares; 2025Q1: 1,795 shares; 2025Q2: 1,795 shares; 2025Q3: 1,795 shares; 2025Q4: 1,795 shares; 2026Q1: 1,795 shares; 2026Q2: 1,795 shares 1,795 $144K 0.01% 0 Timeline SKYY FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,058 shares; 2024Q4: 1,058 shares; 2025Q1: 1,058 shares; 2025Q2: 1,058 shares; 2025Q3: 1,058 shares; 2025Q4: 1,058 shares; 2026Q1: 1,058 shares; 2026Q2: 1,058 shares 1,058 $142K 0.01% 0 Timeline LYV LIVE NATION ENTERTAINMENT IN More: the full row for LIVE NATION ENTERTAINMENT IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 975 shares; 2024Q4: 975 shares; 2025Q1: 975 shares; 2025Q2: 975 shares; 2025Q3: 975 shares; 2025Q4: 975 shares; 2026Q1: 775 shares; 2026Q2: 775 shares 775 $142K 0.01% 0 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 851 shares; 2024Q4: 1,702 shares; 2025Q1: 1,702 shares; 2025Q2: 1,702 shares; 2025Q3: 1,336 shares; 2025Q4: 1,336 shares; 2026Q1: 1,284 shares; 2026Q2: 1,220 shares 1,220 $140K 0.01% -64 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: 334 shares; 2024Q4: 334 shares; 2025Q1: 334 shares; 2025Q2: 274 shares; 2025Q3: 245 shares; 2025Q4: 245 shares; 2026Q1: 245 shares; 2026Q2: 275 shares 275 $138K 0.01% +30 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,318 shares; 2024Q4: 1,392 shares; 2025Q1: 1,240 shares; 2025Q2: 1,240 shares; 2025Q3: 1,257 shares; 2025Q4: 1,257 shares; 2026Q1: 1,628 shares; 2026Q2: 1,611 shares 1,611 $136K 0.01% -17 Timeline SJM SMUCKER J M CO More: the full row for SMUCKER J M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,100 shares; 2024Q4: 2,100 shares; 2025Q1: 1,800 shares; 2025Q2: 1,800 shares; 2025Q3: 1,209 shares; 2025Q4: 1,303 shares; 2026Q1: 1,209 shares; 2026Q2: 1,209 shares 1,209 $136K 0.01% 0 Timeline YEAR AB ACTIVE ETFS INC More: the full row for AB ACTIVE ETFS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,675 shares; 2025Q3: 1,675 shares; 2025Q4: 2,675 shares; 2026Q1: 2,675 shares; 2026Q2: 2,675 shares 2,675 $135K 0.01% 0 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 221 shares; 2024Q4: 422 shares; 2025Q1: 373 shares; 2025Q2: 373 shares; 2025Q3: 373 shares; 2025Q4: 534 shares; 2026Q1: 524 shares; 2026Q2: 524 shares 524 $134K 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: 8,775 shares; 2024Q4: 8,530 shares; 2025Q1: 5,822 shares; 2025Q2: 6,016 shares; 2025Q3: 5,616 shares; 2025Q4: 4,516 shares; 2026Q1: 4,516 shares; 2026Q2: 4,516 shares 4,516 $132K 0.01% 0 Timeline JMST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,346 shares; 2024Q4: 2,365 shares; 2025Q1: 2,383 shares; 2025Q2: 2,401 shares; 2025Q3: 2,418 shares; 2025Q4: 2,434 shares; 2026Q1: 2,450 shares; 2026Q2: 2,465 shares 2,465 $126K 0.01% +15 Timeline MFC MANULIFE FINL CORP More: the full row for MANULIFE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,055 shares; 2024Q4: 3,081 shares; 2025Q1: 3,081 shares; 2025Q2: 3,081 shares; 2025Q3: 3,081 shares; 2025Q4: 3,081 shares; 2026Q1: 3,081 shares; 2026Q2: 3,081 shares 3,081 $125K 0.01% 0 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: not reported; 2025Q3: not reported; 2025Q4: 1,412 shares; 2026Q1: 1,412 shares; 2026Q2: 1,263 shares 1,263 $124K 0.01% -149 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: 2,100 shares; 2024Q4: 2,100 shares; 2025Q1: 2,100 shares; 2025Q2: 2,100 shares; 2025Q3: 1,150 shares; 2025Q4: 1,050 shares; 2026Q1: 1,050 shares; 2026Q2: 1,050 shares 1,050 $124K 0.01% 0 Timeline ACWV ISHARES INC More: the full row for ISHARES INC 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 $120K 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: 2,412 shares; 2024Q4: 2,412 shares; 2025Q1: 2,312 shares; 2025Q2: 2,312 shares; 2025Q3: 1,769 shares; 2025Q4: 1,720 shares; 2026Q1: 1,670 shares; 2026Q2: 1,670 shares 1,670 $120K 0.01% 0 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 858 shares; 2024Q4: 658 shares; 2025Q1: 3,298 shares; 2025Q2: 674 shares; 2025Q3: 1,359 shares; 2025Q4: 1,488 shares; 2026Q1: 1,521 shares; 2026Q2: 1,531 shares 1,531 $119K 0.01% +10 Timeline FBIN FORTUNE BRANDS INNOVATIONS I More: the full row for FORTUNE BRANDS INNOVATIONS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,922 shares; 2024Q4: 2,772 shares; 2025Q1: 2,772 shares; 2025Q2: 2,772 shares; 2025Q3: 2,772 shares; 2025Q4: 2,422 shares; 2026Q1: 2,368 shares; 2026Q2: 2,140 shares 2,140 $117K 0.01% -228 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: 800 shares; 2024Q4: 800 shares; 2025Q1: 800 shares; 2025Q2: 812 shares; 2025Q3: 800 shares; 2025Q4: 800 shares; 2026Q1: 800 shares; 2026Q2: 800 shares 800 $117K 0.01% 0 Timeline EFAV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 575 shares; 2024Q4: 650 shares; 2025Q1: 650 shares; 2025Q2: 673 shares; 2025Q3: 650 shares; 2025Q4: 1,327 shares; 2026Q1: 1,327 shares; 2026Q2: 1,327 shares 1,327 $116K 0.01% 0 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: 2,230 shares; 2024Q4: 11,150 shares; 2025Q1: 16,275 shares; 2025Q2: 16,489 shares; 2025Q3: 16,877 shares; 2025Q4: 17,855 shares; 2026Q1: 16,908 shares; 2026Q2: 3,664 shares 3,664 $116K 0.01% -13,244 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: 1,989 shares; 2024Q4: 1,991 shares; 2025Q1: 1,993 shares; 2025Q2: 1,740 shares; 2025Q3: 1,040 shares; 2025Q4: 1,040 shares; 2026Q1: 1,040 shares; 2026Q2: 1,040 shares 1,040 $115K 0.01% 0 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 503 shares; 2024Q4: 545 shares; 2025Q1: 545 shares; 2025Q2: 495 shares; 2025Q3: 445 shares; 2025Q4: 445 shares; 2026Q1: 445 shares; 2026Q2: 445 shares 445 $113K 0.01% 0 Timeline PIFI 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: not reported; 2024Q4: not reported; 2025Q1: 2,200 shares; 2025Q2: not reported; 2025Q3: 2,193 shares; 2025Q4: 1,177 shares; 2026Q1: 1,186 shares; 2026Q2: 1,196 shares 1,196 $112K 0.01% +10 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: 55 shares; 2024Q4: 55 shares; 2025Q1: 50 shares; 2025Q2: 50 shares; 2025Q3: 35 shares; 2025Q4: 35 shares; 2026Q1: 35 shares; 2026Q2: 370 shares 370 $112K 0.01% +335 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 160 shares; 2024Q4: 160 shares; 2025Q1: 210 shares; 2025Q2: 210 shares; 2025Q3: 223 shares; 2025Q4: 173 shares; 2026Q1: 237 shares; 2026Q2: 224 shares 224 $111K 0.01% -13 Timeline IYR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,350 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,083 shares; 2026Q1: 1,083 shares; 2026Q2: 1,083 shares 1,083 $111K 0.01% 0 Timeline SYFI AB ACTIVE ETFS INC More: the full row for AB ACTIVE ETFS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,525 shares; 2025Q3: 1,525 shares; 2025Q4: 3,100 shares; 2026Q1: 3,100 shares; 2026Q2: 3,100 shares 3,100 $111K 0.01% 0 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 975 shares; 2024Q4: 975 shares; 2025Q1: 975 shares; 2025Q2: 975 shares; 2025Q3: 975 shares; 2025Q4: 975 shares; 2026Q1: 975 shares; 2026Q2: 1,950 shares 1,950 $110K 0.01% +975 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,455 shares; 2024Q4: 877 shares; 2025Q1: 823 shares; 2025Q2: 823 shares; 2025Q3: 801 shares; 2025Q4: 654 shares; 2026Q1: 654 shares; 2026Q2: 763 shares 763 $109K 0.01% +109 Timeline SPHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,205 shares; 2024Q4: 1,205 shares; 2025Q1: 1,205 shares; 2025Q2: 1,205 shares; 2025Q3: 1,205 shares; 2025Q4: 1,205 shares; 2026Q1: 1,205 shares; 2026Q2: 1,205 shares 1,205 $109K 0.01% 0 Timeline TPR TAPESTRY INC More: the full row for TAPESTRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 740 shares 740 $108K 0.01% new Timeline XLC 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: 2,191 shares; 2024Q4: 1,931 shares; 2025Q1: 1,932 shares; 2025Q2: 1,632 shares; 2025Q3: 1,430 shares; 2025Q4: 1,235 shares; 2026Q1: 1,135 shares; 2026Q2: 1,000 shares 1,000 $107K 0.01% -135 Timeline AMLP ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,495 shares; 2024Q4: 1,495 shares; 2025Q1: 1,495 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,887 shares; 2026Q1: 2,046 shares; 2026Q2: 2,046 shares 2,046 $106K 0.01% 0 Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,100 shares; 2024Q4: 1,100 shares; 2025Q1: 1,100 shares; 2025Q2: 1,100 shares; 2025Q3: 1,100 shares; 2025Q4: 1,100 shares; 2026Q1: 1,100 shares; 2026Q2: 1,100 shares 1,100 $106K 0.01% 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: 3,519 shares; 2024Q4: 2,892 shares; 2025Q1: 2,817 shares; 2025Q2: 1,853 shares; 2025Q3: 1,223 shares; 2025Q4: 958 shares; 2026Q1: 696 shares; 2026Q2: 697 shares 697 $106K 0.01% +1 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: 1,996 shares; 2024Q4: 984 shares; 2025Q1: 1,005 shares; 2025Q2: 1,609 shares; 2025Q3: 1,609 shares; 2025Q4: 1,005 shares; 2026Q1: 1,005 shares; 2026Q2: 1,230 shares 1,230 $104K 0.01% +225 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: 41 shares; 2024Q4: 2 shares; 2025Q1: 102 shares; 2025Q2: 147 shares; 2025Q3: 157 shares; 2025Q4: 221 shares; 2026Q1: 233 shares; 2026Q2: 258 shares 258 $103K 0.01% +25 Timeline IEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 653 shares; 2024Q4: 653 shares; 2025Q1: 653 shares; 2025Q2: 652 shares; 2025Q3: 302 shares; 2025Q4: 2,191 shares; 2026Q1: 1,766 shares; 2026Q2: 1,401 shares 1,401 $102K 0.01% -365 Timeline SUSA ISHARES TR More: the full row for ISHARES TR 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 $100K 0.01% 0 Timeline ATO ATMOS ENERGY CORP More: the full row for ATMOS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 568 shares; 2024Q4: 568 shares; 2025Q1: 568 shares; 2025Q2: 568 shares; 2025Q3: 568 shares; 2025Q4: 568 shares; 2026Q1: 568 shares; 2026Q2: 568 shares 568 $97.8K 0.01% 0 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: 4,796 shares; 2024Q4: 3,352 shares; 2025Q1: 3,238 shares; 2025Q2: 2,388 shares; 2025Q3: 2,188 shares; 2025Q4: 1,750 shares; 2026Q1: 2,045 shares; 2026Q2: 2,095 shares 2,095 $97.4K 0.01% +50 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: 3,248 shares; 2024Q4: 3,248 shares; 2025Q1: 3,648 shares; 2025Q2: 3,539 shares; 2025Q3: 3,384 shares; 2025Q4: 2,404 shares; 2026Q1: 3,404 shares; 2026Q2: 1,829 shares 1,829 $95.9K 0.01% -1,575 Timeline SDS PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,375 shares; 2026Q1: 4,175 shares; 2026Q2: 1,675 shares 1,675 $95.3K 0.01% -2,500 Timeline QQH NORTHERN LTS FD TR III More: the full row for NORTHERN LTS FD TR III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,106 shares 1,106 $94.7K 0.01% new Timeline STEW SRH TOTAL RETURN FUND INC More: the full row for SRH TOTAL RETURN FUND 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: 5,289 shares; 2026Q2: 5,289 shares 5,289 $94.7K 0.01% 0 Timeline FEX FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 670 shares; 2024Q4: 670 shares; 2025Q1: 670 shares; 2025Q2: 670 shares; 2025Q3: 670 shares; 2025Q4: 670 shares; 2026Q1: 670 shares; 2026Q2: 670 shares 670 $93.7K 0.01% 0 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 975 shares; 2024Q4: 975 shares; 2025Q1: 567 shares; 2025Q2: 557 shares; 2025Q3: 530 shares; 2025Q4: 255 shares; 2026Q1: 255 shares; 2026Q2: 255 shares 255 $93.3K 0.01% 0 Timeline HUM HUMANA INC More: the full row for HUMANA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4 shares; 2024Q4: 184 shares; 2025Q1: 184 shares; 2025Q2: 185 shares; 2025Q3: 186 shares; 2025Q4: 186 shares; 2026Q1: 187 shares; 2026Q2: 233 shares 233 $92.4K 0.01% +46 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,506 shares; 2025Q2: 1,532 shares; 2025Q3: 1,552 shares; 2025Q4: 1,572 shares; 2026Q1: 1,593 shares; 2026Q2: 1,618 shares 1,618 $91.4K 0.01% +25 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,200 shares; 2024Q4: 1,341 shares; 2025Q1: 1,233 shares; 2025Q2: 945 shares; 2025Q3: 945 shares; 2025Q4: 945 shares; 2026Q1: 878 shares; 2026Q2: 878 shares 878 $91.3K 0.01% 0 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 269 shares; 2024Q4: 269 shares; 2025Q1: 269 shares; 2025Q2: 269 shares; 2025Q3: 269 shares; 2025Q4: 269 shares; 2026Q1: 200 shares; 2026Q2: 236 shares 236 $91.3K 0.01% +36 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 426 shares; 2024Q4: 426 shares; 2025Q1: 363 shares; 2025Q2: 651 shares; 2025Q3: 722 shares; 2025Q4: 363 shares; 2026Q1: 363 shares; 2026Q2: 374 shares 374 $88.5K 0.01% +11 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: 56 shares; 2024Q4: 91 shares; 2025Q1: 91 shares; 2025Q2: 91 shares; 2025Q3: 91 shares; 2025Q4: 91 shares; 2026Q1: 91 shares; 2026Q2: 728 shares 728 $87K 0.01% +637 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: 359 shares; 2025Q2: 258 shares; 2025Q3: 491 shares; 2025Q4: 375 shares; 2026Q1: 376 shares; 2026Q2: 376 shares 376 $86.3K 0.01% 0 Timeline XEXGX EATON VANCE TAX-MANAGED GLOB More: the full row for EATON VANCE TAX-MANAGED GLOB Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,685 shares; 2025Q3: 8,750 shares; 2025Q4: 8,750 shares; 2026Q1: 8,750 shares; 2026Q2: 8,750 shares 8,750 $85.8K 0.01% 0 Timeline FDIS 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: 1,152 shares; 2024Q4: 831 shares; 2025Q1: 831 shares; 2025Q2: 831 shares; 2025Q3: 831 shares; 2025Q4: 831 shares; 2026Q1: 831 shares; 2026Q2: 831 shares 831 $85.5K 0.01% 0 Timeline BSMR INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,600 shares 3,600 $85.1K 0.01% new Timeline BSMS INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,600 shares 3,600 $84.4K 0.01% new Timeline BSMV INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,000 shares 4,000 $83.9K 0.01% new Timeline CNI CANADIAN NATL RY CO More: the full row for CANADIAN NATL RY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 900 shares; 2024Q4: 900 shares; 2025Q1: 900 shares; 2025Q2: 900 shares; 2025Q3: 900 shares; 2025Q4: 850 shares; 2026Q1: 700 shares; 2026Q2: 700 shares 700 $83.5K 0.01% 0 Timeline BSMU INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,800 shares 3,800 $83.3K 0.01% new 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: 29,995 shares; 2024Q4: 10,923 shares; 2025Q1: 10,260 shares; 2025Q2: 12,723 shares; 2025Q3: 6,543 shares; 2025Q4: 5,699 shares; 2026Q1: 5,706 shares; 2026Q2: 3,439 shares 3,439 $82.8K 0.01% -2,267 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: 1,508 shares; 2024Q4: 1,387 shares; 2025Q1: 1,387 shares; 2025Q2: 1,252 shares; 2025Q3: 1,391 shares; 2025Q4: 1,346 shares; 2026Q1: 1,363 shares; 2026Q2: 1,290 shares 1,290 $82.6K 0.01% -73 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: 361 shares; 2026Q1: 505 shares; 2026Q2: 505 shares 505 $82.5K 0.01% 0 Timeline IYF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 646 shares; 2024Q4: 646 shares; 2025Q1: 646 shares; 2025Q2: 646 shares; 2025Q3: 646 shares; 2025Q4: 646 shares; 2026Q1: 646 shares; 2026Q2: 646 shares 646 $82.4K 0.01% 0 Timeline SON SONOCO PRODS CO More: the full row for SONOCO PRODS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,602 shares; 2024Q4: 1,400 shares; 2025Q1: 1,400 shares; 2025Q2: 1,400 shares; 2025Q3: 1,400 shares; 2025Q4: 1,400 shares; 2026Q1: 1,400 shares; 2026Q2: 1,460 shares 1,460 $82.3K 0.01% +60 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: 443 shares; 2024Q4: 443 shares; 2025Q1: 443 shares; 2025Q2: 444 shares; 2025Q3: 443 shares; 2025Q4: 443 shares; 2026Q1: 443 shares; 2026Q2: 443 shares 443 $79.1K 0.01% 0 Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 150 shares; 2024Q4: 150 shares; 2025Q1: 150 shares; 2025Q2: 150 shares; 2025Q3: 150 shares; 2025Q4: 150 shares; 2026Q1: 150 shares; 2026Q2: 150 shares 150 $79K 0.01% 0 Timeline IDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,529 shares; 2024Q4: 1,529 shares; 2025Q1: 1,529 shares; 2025Q2: 1,521 shares; 2025Q3: 1,320 shares; 2025Q4: 1,900 shares; 2026Q1: 1,900 shares; 2026Q2: 1,900 shares 1,900 $78.7K 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: 209 shares; 2024Q4: 162 shares; 2025Q1: 162 shares; 2025Q2: 162 shares; 2025Q3: 149 shares; 2025Q4: 149 shares; 2026Q1: 182 shares; 2026Q2: 269 shares 269 $78.2K 0.01% +87 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: 2,341 shares; 2024Q4: 1,891 shares; 2025Q1: 1,566 shares; 2025Q2: 1,403 shares; 2025Q3: 1,203 shares; 2025Q4: 1,203 shares; 2026Q1: 1,125 shares; 2026Q2: 1,025 shares 1,025 $77.6K 0.01% -100 Timeline FSLR FIRST SOLAR INC More: the full row for FIRST SOLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 250 shares; 2025Q2: 215 shares; 2025Q3: 315 shares; 2025Q4: 335 shares; 2026Q1: 325 shares; 2026Q2: 325 shares 325 $76.7K 0.01% 0 Timeline MTD METTLER TOLEDO INTERNATIONAL More: the full row for METTLER TOLEDO INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 60 shares; 2026Q1: 60 shares; 2026Q2: 60 shares 60 $76.7K 0.01% 0 Timeline TDIV FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 450 shares; 2024Q4: 450 shares; 2025Q1: 450 shares; 2025Q2: 450 shares; 2025Q3: 450 shares; 2025Q4: 450 shares; 2026Q1: 450 shares; 2026Q2: 666 shares 666 $76.5K 0.01% +216 Timeline GNRC GENERAC HLDGS INC More: the full row for GENERAC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 90 shares; 2024Q4: 70 shares; 2025Q1: 320 shares; 2025Q2: 310 shares; 2025Q3: 275 shares; 2025Q4: 250 shares; 2026Q1: 250 shares; 2026Q2: 260 shares 260 $76.1K 0.01% +10 Timeline VNOM VIPER ENERGY INC More: the full row for VIPER 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: 1,795 shares; 2025Q4: 1,795 shares; 2026Q1: 1,795 shares; 2026Q2: 1,795 shares 1,795 $76.1K 0.01% 0 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: 400 shares; 2024Q4: not reported; 2025Q1: 106 shares; 2025Q2: 238 shares; 2025Q3: 172 shares; 2025Q4: 114 shares; 2026Q1: 114 shares; 2026Q2: 801 shares 801 $76K 0.01% +687 Timeline J JACOBS SOLUTIONS INC More: the full row for JACOBS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 425 shares; 2025Q2: 356 shares; 2025Q3: 462 shares; 2025Q4: 621 shares; 2026Q1: 597 shares; 2026Q2: 599 shares 599 $75.4K 0.01% +2 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: 260 shares; 2024Q4: 260 shares; 2025Q1: 260 shares; 2025Q2: 260 shares; 2025Q3: 260 shares; 2025Q4: 260 shares; 2026Q1: 315 shares; 2026Q2: 315 shares 315 $75.3K 0.01% 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: 2,851 shares; 2024Q4: 2,177 shares; 2025Q1: 1,561 shares; 2025Q2: 2,799 shares; 2025Q3: 365 shares; 2025Q4: 212 shares; 2026Q1: 534 shares; 2026Q2: 534 shares 534 $74.6K 0.01% 0 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 69 shares; 2024Q4: 519 shares; 2025Q1: 519 shares; 2025Q2: 519 shares; 2025Q3: 519 shares; 2025Q4: 519 shares; 2026Q1: 519 shares; 2026Q2: 519 shares 519 $74.3K 0.01% 0 Timeline LDOS LEIDOS HOLDINGS INC More: the full row for LEIDOS HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 14 shares; 2025Q1: 14 shares; 2025Q2: 286 shares; 2025Q3: 506 shares; 2025Q4: 716 shares; 2026Q1: 718 shares; 2026Q2: 721 shares 721 $74.3K 0.01% +3 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: 450 shares; 2024Q4: 450 shares; 2025Q1: 450 shares; 2025Q2: 450 shares; 2025Q3: 450 shares; 2025Q4: 450 shares; 2026Q1: 450 shares; 2026Q2: 450 shares 450 $74.1K 0.01% 0 Timeline SHYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,475 shares; 2024Q4: 2,325 shares; 2025Q1: 2,325 shares; 2025Q2: 2,050 shares; 2025Q3: 1,735 shares; 2025Q4: 1,735 shares; 2026Q1: 1,735 shares; 2026Q2: 1,735 shares 1,735 $73.6K 0.01% 0 Timeline TPL TEXAS PACIFIC LAND CORPORATI More: the full row for TEXAS PACIFIC LAND CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 66 shares; 2024Q4: 66 shares; 2025Q1: 66 shares; 2025Q2: 66 shares; 2025Q3: 66 shares; 2025Q4: 198 shares; 2026Q1: 168 shares; 2026Q2: 168 shares 168 $73.5K 0.01% 0 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,840 shares; 2024Q4: 3,840 shares; 2025Q1: 3,840 shares; 2025Q2: 3,840 shares; 2025Q3: 3,840 shares; 2025Q4: 3,840 shares; 2026Q1: 3,840 shares; 2026Q2: 3,840 shares 3,840 $73.4K 0.01% 0 Timeline GBTC GRAYSCALE BITCOIN TRUST ETF More: the full row for GRAYSCALE BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,410 shares; 2024Q4: 1,410 shares; 2025Q1: 1,760 shares; 2025Q2: 1,760 shares; 2025Q3: 1,810 shares; 2025Q4: 1,810 shares; 2026Q1: 1,610 shares; 2026Q2: 1,610 shares 1,610 $73.3K 0.01% 0 Timeline TBN TAMBORAN RES CORP More: the full row for TAMBORAN RES CORP 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: 2,250 shares; 2026Q2: 2,250 shares 2,250 $73.1K 0.01% 0 Timeline DSI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 500 shares; 2024Q4: 500 shares; 2025Q1: 500 shares; 2025Q2: 500 shares; 2025Q3: 500 shares; 2025Q4: 500 shares; 2026Q1: 500 shares; 2026Q2: 500 shares 500 $71.2K <0.01% 0 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: 535 shares; 2024Q4: 260 shares; 2025Q1: 560 shares; 2025Q2: 560 shares; 2025Q3: 420 shares; 2025Q4: 520 shares; 2026Q1: 653 shares; 2026Q2: 593 shares 593 $67.7K <0.01% -60 Timeline AEM AGNICO EAGLE MINES LTD More: the full row for AGNICO EAGLE MINES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 358 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 431 shares; 2025Q3: 431 shares; 2025Q4: 431 shares; 2026Q1: 431 shares; 2026Q2: 431 shares 431 $66.9K <0.01% 0 Timeline SNX TD SYNNEX CORPORATION More: the full row for TD SYNNEX 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 $66.8K <0.01% 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: 349 shares; 2024Q4: 294 shares; 2025Q1: 592 shares; 2025Q2: 294 shares; 2025Q3: 294 shares; 2025Q4: 194 shares; 2026Q1: 194 shares; 2026Q2: 194 shares 194 $66.7K <0.01% 0 Timeline JOF JAPAN SMALLER CAPITALIZATION More: the full row for JAPAN SMALLER CAPITALIZATION 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: 9,399 shares; 2026Q1: 6,399 shares; 2026Q2: 5,649 shares 5,649 $66.5K <0.01% -750 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: 326 shares; 2024Q4: 326 shares; 2025Q1: 307 shares; 2025Q2: 209 shares; 2025Q3: 209 shares; 2025Q4: 209 shares; 2026Q1: 209 shares; 2026Q2: 357 shares 357 $65.9K <0.01% +148 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1 shares; 2025Q3: 1 shares; 2025Q4: 0 shares; 2026Q1: 100 shares; 2026Q2: 100 shares 100 $65.6K <0.01% 0 Timeline GPN GLOBAL PMTS INC More: the full row for GLOBAL PMTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,293 shares; 2024Q4: 1,199 shares; 2025Q1: 1,199 shares; 2025Q2: 1,129 shares; 2025Q3: 1,129 shares; 2025Q4: 1,129 shares; 2026Q1: 1,129 shares; 2026Q2: 899 shares 899 $65.2K <0.01% -230 Timeline VCR VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 162 shares; 2025Q1: 163 shares; 2025Q2: 163 shares; 2025Q3: 163 shares; 2025Q4: 163 shares; 2026Q1: 164 shares; 2026Q2: 164 shares 164 $65.1K <0.01% 0 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 608 shares; 2024Q4: 608 shares; 2025Q1: 608 shares; 2025Q2: 613 shares; 2025Q3: 476 shares; 2025Q4: 476 shares; 2026Q1: 476 shares; 2026Q2: 476 shares 476 $65.1K <0.01% 0 Timeline DNP DNP SELECT INCOME FD INC More: the full row for DNP SELECT INCOME FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,025 shares; 2024Q4: 6,775 shares; 2025Q1: 6,775 shares; 2025Q2: 6,775 shares; 2025Q3: 6,775 shares; 2025Q4: 6,475 shares; 2026Q1: 5,975 shares; 2026Q2: 5,975 shares 5,975 $64.5K <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: 1,356 shares; 2024Q4: 1,073 shares; 2025Q1: 1,024 shares; 2025Q2: 1,150 shares; 2025Q3: 865 shares; 2025Q4: 1,620 shares; 2026Q1: 1,570 shares; 2026Q2: 1,420 shares 1,420 $64.4K <0.01% -150 Timeline FAF FIRST AMERN FINL CORP More: the full row for FIRST AMERN FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 936 shares; 2024Q4: 936 shares; 2025Q1: 936 shares; 2025Q2: 936 shares; 2025Q3: 936 shares; 2025Q4: 936 shares; 2026Q1: 936 shares; 2026Q2: 936 shares 936 $64.2K <0.01% 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: 1,121 shares; 2024Q4: 1,210 shares; 2025Q1: 1,210 shares; 2025Q2: 1,210 shares; 2025Q3: 936 shares; 2025Q4: 936 shares; 2026Q1: 886 shares; 2026Q2: 886 shares 886 $63.7K <0.01% 0 Timeline TD TORONTO DOMINION BK ONT More: the full row for TORONTO DOMINION BK ONT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 727 shares; 2025Q2: 515 shares; 2025Q3: 816 shares; 2025Q4: 596 shares; 2026Q1: 566 shares; 2026Q2: 515 shares 515 $62.6K <0.01% -51 Timeline BSMT INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,700 shares 2,700 $62.2K <0.01% new 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: 312 shares; 2024Q4: 312 shares; 2025Q1: 312 shares; 2025Q2: 312 shares; 2025Q3: 312 shares; 2025Q4: 639 shares; 2026Q1: 639 shares; 2026Q2: 639 shares 639 $61.6K <0.01% 0 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,031 shares; 2024Q4: 367 shares; 2025Q1: 367 shares; 2025Q2: 367 shares; 2025Q3: 367 shares; 2025Q4: 367 shares; 2026Q1: 367 shares; 2026Q2: 367 shares 367 $61.6K <0.01% 0 Timeline UTG REAVES UTIL INCOME FD More: the full row for REAVES UTIL INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,000 shares; 2024Q4: 1,500 shares; 2025Q1: 1,500 shares; 2025Q2: 1,500 shares; 2025Q3: 1,500 shares; 2025Q4: 1,500 shares; 2026Q1: 1,500 shares; 2026Q2: 1,500 shares 1,500 $61.1K <0.01% 0 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,247 shares; 2024Q4: 1,247 shares; 2025Q1: 5,115 shares; 2025Q2: 1,055 shares; 2025Q3: 1,055 shares; 2025Q4: 1,055 shares; 2026Q1: 1,155 shares; 2026Q2: 1,155 shares 1,155 $60.5K <0.01% 0 Timeline COHR COHERENT CORP More: the full row for COHERENT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 150 shares; 2025Q4: 150 shares; 2026Q1: 150 shares; 2026Q2: 150 shares 150 $59.2K <0.01% 0 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 322 shares; 2024Q4: 122 shares; 2025Q1: 122 shares; 2025Q2: 61 shares; 2025Q3: 82 shares; 2025Q4: 82 shares; 2026Q1: 82 shares; 2026Q2: 82 shares 82 $59K <0.01% 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: 495 shares; 2024Q4: 495 shares; 2025Q1: 495 shares; 2025Q2: 495 shares; 2025Q3: 495 shares; 2025Q4: 495 shares; 2026Q1: 495 shares; 2026Q2: 495 shares 495 $58.2K <0.01% 0 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 555 shares; 2024Q4: 450 shares; 2025Q1: 450 shares; 2025Q2: 450 shares; 2025Q3: 450 shares; 2025Q4: 638 shares; 2026Q1: 694 shares; 2026Q2: 696 shares 696 $57.2K <0.01% +2 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 200 shares; 2024Q4: 200 shares; 2025Q1: 200 shares; 2025Q2: 200 shares; 2025Q3: 218 shares; 2025Q4: 218 shares; 2026Q1: 218 shares; 2026Q2: 200 shares 200 $56.6K <0.01% -18 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: 705 shares; 2024Q4: 535 shares; 2025Q1: 535 shares; 2025Q2: 442 shares; 2025Q3: 367 shares; 2025Q4: 301 shares; 2026Q1: 301 shares; 2026Q2: 527 shares 527 $53.9K <0.01% +226 Timeline DFIV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 995 shares 995 $53.8K <0.01% new 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: 242 shares; 2024Q4: 242 shares; 2025Q1: 242 shares; 2025Q2: 242 shares; 2025Q3: 242 shares; 2025Q4: 342 shares; 2026Q1: 647 shares; 2026Q2: 947 shares 947 $53.4K <0.01% +300 Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 393 shares 393 $53.3K <0.01% new 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: 18 shares; 2024Q4: 70 shares; 2025Q1: 283 shares; 2025Q2: 285 shares; 2025Q3: 279 shares; 2025Q4: 236 shares; 2026Q1: 418 shares; 2026Q2: 420 shares 420 $53K <0.01% +2 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: 6,475 shares; 2024Q4: 4,875 shares; 2025Q1: 4,739 shares; 2025Q2: 3,525 shares; 2025Q3: 2,400 shares; 2025Q4: 1,700 shares; 2026Q1: 1,650 shares; 2026Q2: 1,500 shares 1,500 $52.2K <0.01% -150 Timeline EWJ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 846 shares; 2026Q1: 696 shares; 2026Q2: 557 shares 557 $51.9K <0.01% -139 Timeline SMMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,125 shares; 2024Q4: 1,125 shares; 2025Q1: 1,125 shares; 2025Q2: 1,125 shares; 2025Q3: 1,125 shares; 2025Q4: 1,125 shares; 2026Q1: 1,125 shares; 2026Q2: 1,125 shares 1,125 $51.8K <0.01% 0 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,015 shares 1,015 $51.1K <0.01% new 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: 2,403 shares; 2024Q4: 1,614 shares; 2025Q1: 1,714 shares; 2025Q2: 1,313 shares; 2025Q3: 1,313 shares; 2025Q4: 1,390 shares; 2026Q1: 1,390 shares; 2026Q2: 1,390 shares 1,390 $51.1K <0.01% 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: 591 shares; 2024Q4: 552 shares; 2025Q1: 693 shares; 2025Q2: 703 shares; 2025Q3: 714 shares; 2025Q4: 620 shares; 2026Q1: 694 shares; 2026Q2: 644 shares 644 $50.4K <0.01% -50 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17 shares; 2024Q4: 7 shares; 2025Q1: 7 shares; 2025Q2: 7 shares; 2025Q3: 4 shares; 2025Q4: 4 shares; 2026Q1: 19 shares; 2026Q2: 37 shares 37 $50.3K <0.01% +18 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,500 shares; 2024Q4: 1,500 shares; 2025Q1: 7,384 shares; 2025Q2: 2,601 shares; 2025Q3: 1,723 shares; 2025Q4: 1,143 shares; 2026Q1: 1,341 shares; 2026Q2: 1,356 shares 1,356 $50.1K <0.01% +15 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,556 shares; 2024Q4: 2,272 shares; 2025Q1: 2,026 shares; 2025Q2: 1,272 shares; 2025Q3: 565 shares; 2025Q4: 415 shares; 2026Q1: 365 shares; 2026Q2: 315 shares 315 $50K <0.01% -50 Timeline RDIV 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: 850 shares; 2024Q4: 850 shares; 2025Q1: 850 shares; 2025Q2: 850 shares; 2025Q3: 850 shares; 2025Q4: 850 shares; 2026Q1: 850 shares; 2026Q2: 850 shares 850 $49.3K <0.01% 0 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 49 shares; 2025Q3: 49 shares; 2025Q4: 49 shares; 2026Q1: 49 shares; 2026Q2: 183 shares 183 $49.1K <0.01% +134 Timeline FELG FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,121 shares; 2025Q3: 1,121 shares; 2025Q4: 1,121 shares; 2026Q1: 1,121 shares; 2026Q2: 1,121 shares 1,121 $49K <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: 965 shares; 2024Q4: 706 shares; 2025Q1: 600 shares; 2025Q2: 600 shares; 2025Q3: 600 shares; 2025Q4: 600 shares; 2026Q1: 600 shares; 2026Q2: 600 shares 600 $48.7K <0.01% 0 Timeline IBRX IMMUNITYBIO INC More: the full row for IMMUNITYBIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 425 shares; 2024Q4: 425 shares; 2025Q1: 425 shares; 2025Q2: 425 shares; 2025Q3: 425 shares; 2025Q4: 425 shares; 2026Q1: 5,425 shares; 2026Q2: 5,425 shares 5,425 $47.5K <0.01% 0 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,547 shares; 2024Q4: 1,381 shares; 2025Q1: 1,048 shares; 2025Q2: 750 shares; 2025Q3: 750 shares; 2025Q4: 613 shares; 2026Q1: 870 shares; 2026Q2: 820 shares 820 $47.4K <0.01% -50 Timeline TTE TOTALENERGIES SE More: the full row for TOTALENERGIES SE 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: 924 shares; 2026Q1: 924 shares; 2026Q2: 608 shares 608 $47.3K <0.01% -316 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: 207 shares; 2024Q4: 207 shares; 2025Q1: 207 shares; 2025Q2: 207 shares; 2025Q3: 232 shares; 2025Q4: 232 shares; 2026Q1: 207 shares; 2026Q2: 214 shares 214 $46.7K <0.01% +7 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: 64 shares; 2024Q4: 64 shares; 2025Q1: 54 shares; 2025Q2: 54 shares; 2025Q3: 54 shares; 2025Q4: 61 shares; 2026Q1: 61 shares; 2026Q2: 91 shares 91 $46.2K <0.01% +30 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 500 shares 500 $45.9K <0.01% new Timeline MAIN MAIN STR CAP CORP More: the full row for MAIN STR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 792 shares; 2025Q1: 807 shares; 2025Q2: 822 shares; 2025Q3: 835 shares; 2025Q4: 850 shares; 2026Q1: 866 shares; 2026Q2: 884 shares 884 $45.9K <0.01% +18 Timeline EWU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,194 shares; 2026Q1: 992 shares; 2026Q2: 992 shares 992 $45.8K <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: 635 shares; 2024Q4: 182 shares; 2025Q1: 182 shares; 2025Q2: 182 shares; 2025Q3: 167 shares; 2025Q4: 167 shares; 2026Q1: 167 shares; 2026Q2: 167 shares 167 $45.2K <0.01% 0 Timeline SGU STAR GROUP LP More: the full row for STAR GROUP LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,500 shares; 2024Q4: 3,500 shares; 2025Q1: 3,500 shares; 2025Q2: 3,500 shares; 2025Q3: 3,500 shares; 2025Q4: 3,500 shares; 2026Q1: 3,500 shares; 2026Q2: 3,500 shares 3,500 $44.9K <0.01% 0 Timeline VTR VENTAS INC More: the full row for VENTAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 500 shares; 2024Q4: 500 shares; 2025Q1: 500 shares; 2025Q2: 500 shares; 2025Q3: 500 shares; 2025Q4: 500 shares; 2026Q1: 500 shares; 2026Q2: 500 shares 500 $44.4K <0.01% 0 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 24 shares; 2026Q2: 45 shares 45 $43.4K <0.01% +21 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 392 shares; 2025Q4: 397 shares; 2026Q1: 399 shares; 2026Q2: 403 shares 403 $42.7K <0.01% +4 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: 289 shares; 2024Q4: 289 shares; 2025Q1: 289 shares; 2025Q2: 289 shares; 2025Q3: 289 shares; 2025Q4: 289 shares; 2026Q1: 289 shares; 2026Q2: 289 shares 289 $42.7K <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: 34 shares; 2024Q4: 34 shares; 2025Q1: 34 shares; 2025Q2: 34 shares; 2025Q3: 34 shares; 2025Q4: 34 shares; 2026Q1: 34 shares; 2026Q2: 34 shares 34 $42.7K <0.01% 0 IXN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 294 shares; 2024Q4: 294 shares; 2025Q1: 294 shares; 2025Q2: 294 shares; 2025Q3: 294 shares; 2025Q4: 294 shares; 2026Q1: 294 shares; 2026Q2: 294 shares 294 $42.5K <0.01% 0 Timeline APOLLO GLOBAL MGMT INC APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 696 shares; 2024Q4: 696 shares; 2025Q1: 696 shares; 2025Q2: 696 shares; 2025Q3: 696 shares; 2025Q4: 696 shares; 2026Q1: 696 shares; 2026Q2: 696 shares 696 $42.4K <0.01% 0 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: 2,552 shares; 2024Q4: 1,106 shares; 2025Q1: 1,108 shares; 2025Q2: 1,497 shares; 2025Q3: 3,005 shares; 2025Q4: 3,012 shares; 2026Q1: 3,019 shares; 2026Q2: 3,025 shares 3,025 $42K <0.01% +6 Timeline FIX COMFORT SYS USA INC More: the full row for COMFORT SYS USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 21 shares 21 $41.6K <0.01% new Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 165 shares; 2024Q4: 70 shares; 2025Q1: 2 shares; 2025Q2: 2 shares; 2025Q3: 2 shares; 2025Q4: 2 shares; 2026Q1: 164 shares; 2026Q2: 539 shares 539 $41.5K <0.01% +375 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: not reported; 2024Q4: 83 shares; 2025Q1: 83 shares; 2025Q2: 83 shares; 2025Q3: 83 shares; 2025Q4: 83 shares; 2026Q1: 302 shares; 2026Q2: 282 shares 282 $41.2K <0.01% -20 Timeline FDN FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 155 shares; 2024Q4: 155 shares; 2025Q1: 155 shares; 2025Q2: 155 shares; 2025Q3: 155 shares; 2025Q4: 155 shares; 2026Q1: 155 shares; 2026Q2: 155 shares 155 $41K <0.01% 0 Timeline EOI 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: 2,022 shares; 2024Q4: 2,030 shares; 2025Q1: 2,038 shares; 2025Q2: 2,047 shares; 2025Q3: 2,056 shares; 2025Q4: 2,065 shares; 2026Q1: 2,075 shares; 2026Q2: 2,084 shares 2,084 $41K <0.01% +9 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: 435 shares; 2025Q2: 435 shares; 2025Q3: 217 shares; 2025Q4: 217 shares; 2026Q1: 217 shares; 2026Q2: 217 shares 217 $40.2K <0.01% 0 Timeline CNP CENTERPOINT ENERGY INC More: the full row for CENTERPOINT ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 900 shares; 2024Q4: 900 shares; 2025Q1: 900 shares; 2025Q2: 900 shares; 2025Q3: 900 shares; 2025Q4: 900 shares; 2026Q1: 900 shares; 2026Q2: 900 shares 900 $39.6K <0.01% 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: 398 shares; 2024Q4: 361 shares; 2025Q1: 361 shares; 2025Q2: 361 shares; 2025Q3: 404 shares; 2025Q4: 338 shares; 2026Q1: 300 shares; 2026Q2: 300 shares 300 $39.5K <0.01% 0 Timeline IGM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 240 shares; 2024Q4: 240 shares; 2025Q1: 240 shares; 2025Q2: 240 shares; 2025Q3: 240 shares; 2025Q4: 240 shares; 2026Q1: 240 shares; 2026Q2: 240 shares 240 $39.3K <0.01% 0 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: 111 shares; 2024Q4: 103 shares; 2025Q1: 103 shares; 2025Q2: 103 shares; 2025Q3: 103 shares; 2025Q4: 103 shares; 2026Q1: 103 shares; 2026Q2: 130 shares 130 $39.3K <0.01% +27 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: not reported; 2024Q4: not reported; 2025Q1: 50 shares; 2025Q2: 50 shares; 2025Q3: 50 shares; 2025Q4: 50 shares; 2026Q1: 61 shares; 2026Q2: 61 shares 61 $38.3K <0.01% 0 Timeline WELLS FARGO & CO WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 33 shares; 2024Q4: 33 shares; 2025Q1: 33 shares; 2025Q2: 33 shares; 2025Q3: 33 shares; 2025Q4: 33 shares; 2026Q1: 33 shares; 2026Q2: 33 shares 33 $38.2K <0.01% 0 IRM IRON MTN INC DEL More: the full row for IRON MTN INC DEL 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: 300 shares 300 $37.9K <0.01% new Timeline DOW DOW HLDGS INC More: the full row for DOW HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,462 shares; 2024Q4: 1,464 shares; 2025Q1: 1,440 shares; 2025Q2: 1,440 shares; 2025Q3: 1,601 shares; 2025Q4: 1,601 shares; 2026Q1: 1,428 shares; 2026Q2: 1,364 shares 1,364 $37.3K <0.01% -64 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: 209 shares; 2024Q4: 209 shares; 2025Q1: 210 shares; 2025Q2: 113 shares; 2025Q3: 160 shares; 2025Q4: 160 shares; 2026Q1: 160 shares; 2026Q2: 113 shares 113 $37.3K <0.01% -47 Timeline EWG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,543 shares; 2026Q1: 900 shares; 2026Q2: 900 shares 900 $37.2K <0.01% 0 Timeline SLS SELLAS LIFE SCIENCES GROUP I More: the full row for SELLAS LIFE SCIENCES GROUP 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: 2,516 shares; 2026Q2: 2,516 shares 2,516 $37.1K <0.01% 0 Timeline DLTR DOLLAR TREE INC More: the full row for DOLLAR TREE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 300 shares; 2025Q2: 300 shares; 2025Q3: 300 shares; 2025Q4: 300 shares; 2026Q1: 300 shares; 2026Q2: 300 shares 300 $36.3K <0.01% 0 Timeline EQT EQT CORP More: the full row for EQT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 120 shares; 2024Q4: 120 shares; 2025Q1: 120 shares; 2025Q2: 120 shares; 2025Q3: 320 shares; 2025Q4: 320 shares; 2026Q1: 679 shares; 2026Q2: 679 shares 679 $36.1K <0.01% 0 Timeline IWY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 124 shares 124 $36K <0.01% new 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: 200 shares; 2024Q4: 200 shares; 2025Q1: 256 shares; 2025Q2: 256 shares; 2025Q3: 231 shares; 2025Q4: 231 shares; 2026Q1: 231 shares; 2026Q2: 106 shares 106 $36K <0.01% -125 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: 94 shares; 2024Q4: 15 shares; 2025Q1: 15 shares; 2025Q2: 15 shares; 2025Q3: 15 shares; 2025Q4: 15 shares; 2026Q1: 47 shares; 2026Q2: 47 shares 47 $35.9K <0.01% 0 Timeline NI NISOURCE INC More: the full row for NISOURCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 750 shares; 2024Q4: 750 shares; 2025Q1: 750 shares; 2025Q2: 750 shares; 2025Q3: 750 shares; 2025Q4: 750 shares; 2026Q1: 750 shares; 2026Q2: 750 shares 750 $35.7K <0.01% 0 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 50 shares; 2024Q4: 50 shares; 2025Q1: 50 shares; 2025Q2: 50 shares; 2025Q3: 50 shares; 2025Q4: 50 shares; 2026Q1: 50 shares; 2026Q2: 50 shares 50 $35.2K <0.01% 0 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 219 shares; 2025Q1: 220 shares; 2025Q2: 221 shares; 2025Q3: 223 shares; 2025Q4: 224 shares; 2026Q1: 226 shares; 2026Q2: 227 shares 227 $34.6K <0.01% +1 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: 92 shares; 2026Q2: 92 shares 92 $34.5K <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: 1,387 shares; 2024Q4: 2,383 shares; 2025Q1: 2,364 shares; 2025Q2: 1,049 shares; 2025Q3: 1,096 shares; 2025Q4: 1,290 shares; 2026Q1: 1,302 shares; 2026Q2: 1,290 shares 1,290 $34.4K <0.01% -12 Timeline JSCP J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 268 shares; 2024Q4: 268 shares; 2025Q1: 268 shares; 2025Q2: 268 shares; 2025Q3: 268 shares; 2025Q4: 708 shares; 2026Q1: 708 shares; 2026Q2: 701 shares 701 $33K <0.01% -7 Timeline AVAV AEROVIRONMENT INC More: the full row for AEROVIRONMENT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 200 shares; 2025Q1: 200 shares; 2025Q2: 200 shares; 2025Q3: 200 shares; 2025Q4: 200 shares; 2026Q1: 200 shares; 2026Q2: 200 shares 200 $33K <0.01% 0 Timeline HASI HA SUSTAINABLE INFRA CAP INC More: the full row for HA SUSTAINABLE INFRA CAP 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: 800 shares 800 $31.2K <0.01% new Timeline NDSN NORDSON CORP More: the full row for NORDSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 92 shares; 2024Q4: 92 shares; 2025Q1: 92 shares; 2025Q2: 92 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 103 shares 103 $31.1K <0.01% new Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 43 shares; 2024Q4: 83 shares; 2025Q1: 83 shares; 2025Q2: 97 shares; 2025Q3: 97 shares; 2025Q4: 83 shares; 2026Q1: 221 shares; 2026Q2: 221 shares 221 $30.9K <0.01% 0 Timeline HUBB HUBBELL INC More: the full row for HUBBELL 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: 12 shares; 2026Q2: 59 shares 59 $30.9K <0.01% +47 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 883 shares; 2025Q4: 713 shares; 2026Q1: 816 shares; 2026Q2: 153 shares 153 $30.7K <0.01% -663 Timeline PODD INSULET CORP More: the full row for INSULET 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 $30.4K <0.01% new Timeline MFM ABERDEEN MUN INCOME FD More: the full row for ABERDEEN MUN INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,414 shares; 2025Q4: 5,414 shares; 2026Q1: 5,414 shares; 2026Q2: 5,414 shares 5,414 $30.4K <0.01% 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 63 shares; 2025Q3: 115 shares; 2025Q4: 168 shares; 2026Q1: 169 shares; 2026Q2: 169 shares 169 $30.2K <0.01% 0 Timeline SOLV SOLVENTUM CORP More: the full row for SOLVENTUM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 881 shares; 2024Q4: 431 shares; 2025Q1: 424 shares; 2025Q2: 387 shares; 2025Q3: 387 shares; 2025Q4: 387 shares; 2026Q1: 387 shares; 2026Q2: 387 shares 387 $29.9K <0.01% 0 Timeline VOOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 60 shares; 2025Q1: 60 shares; 2025Q2: 60 shares; 2025Q3: 60 shares; 2025Q4: 60 shares; 2026Q1: 60 shares; 2026Q2: 360 shares 360 $29.7K <0.01% +300 Timeline STXD EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 740 shares; 2024Q4: 740 shares; 2025Q1: 740 shares; 2025Q2: 740 shares; 2025Q3: 740 shares; 2025Q4: 740 shares; 2026Q1: 740 shares; 2026Q2: 740 shares 740 $29.4K <0.01% 0 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 375 shares; 2026Q1: 375 shares; 2026Q2: 375 shares 375 $29.2K <0.01% 0 Timeline FDRR FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 516 shares; 2024Q4: 516 shares; 2025Q1: 516 shares; 2025Q2: 516 shares; 2025Q3: 516 shares; 2025Q4: 451 shares; 2026Q1: 451 shares; 2026Q2: 450 shares 450 $29.2K <0.01% -1 Timeline QTEC FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 87 shares 87 $29.1K <0.01% new Timeline IYJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 174 shares; 2024Q4: 174 shares; 2025Q1: 174 shares; 2025Q2: 174 shares; 2025Q3: 174 shares; 2025Q4: 174 shares; 2026Q1: 174 shares; 2026Q2: 174 shares 174 $29K <0.01% 0 Timeline HMY HARMONY GOLD MNG LTD More: the full row for HARMONY GOLD MNG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,896 shares; 2025Q3: 1,896 shares; 2025Q4: 1,896 shares; 2026Q1: 1,896 shares; 2026Q2: 1,896 shares 1,896 $28.8K <0.01% 0 Timeline FHN FIRST HORIZON CORPORATION More: the full row for FIRST HORIZON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 536 shares; 2024Q4: 536 shares; 2025Q1: 536 shares; 2025Q2: 536 shares; 2025Q3: 536 shares; 2025Q4: 536 shares; 2026Q1: 1,099 shares; 2026Q2: 1,099 shares 1,099 $28.2K <0.01% 0 Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 504 shares; 2024Q4: 104 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 307 shares 307 $28K <0.01% new Timeline PPL PPL CORP More: the full row for PPL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 353 shares; 2026Q2: 753 shares 753 $27.4K <0.01% +400 Timeline TOL TOLL BROTHERS INC More: the full row for TOLL BROTHERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 205 shares; 2024Q4: 205 shares; 2025Q1: 205 shares; 2025Q2: 205 shares; 2025Q3: 205 shares; 2025Q4: 205 shares; 2026Q1: 166 shares; 2026Q2: 166 shares 166 $27.3K <0.01% 0 Timeline DBEF DBX ETF TR More: the full row for DBX ETF 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 $27.3K <0.01% 0 Timeline ANGL 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: not reported; 2026Q2: 925 shares 925 $27K <0.01% new 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: 213 shares; 2024Q4: 74 shares; 2025Q1: 74 shares; 2025Q2: 84 shares; 2025Q3: 84 shares; 2025Q4: 84 shares; 2026Q1: 84 shares; 2026Q2: 199 shares 199 $27K <0.01% +115 Timeline BAB 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: not reported; 2026Q2: 988 shares 988 $26.5K <0.01% new Timeline FPE FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,474 shares 1,474 $26.4K <0.01% new 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: 300 shares; 2024Q4: 300 shares; 2025Q1: 300 shares; 2025Q2: 300 shares; 2025Q3: 300 shares; 2025Q4: 300 shares; 2026Q1: 300 shares; 2026Q2: 300 shares 300 $26.1K <0.01% 0 Timeline IYC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 255 shares; 2024Q4: 255 shares; 2025Q1: 255 shares; 2025Q2: 255 shares; 2025Q3: 255 shares; 2025Q4: 255 shares; 2026Q1: 255 shares; 2026Q2: 255 shares 255 $25.8K <0.01% 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 336 shares 336 $25.8K <0.01% new 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: 600 shares; 2024Q4: 400 shares; 2025Q1: 1,500 shares; 2025Q2: 1,500 shares; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares; 2026Q1: 1,000 shares; 2026Q2: 1,000 shares 1,000 $25.3K <0.01% 0 Timeline MSLC MORGAN STANLEY PATHWAY FDS More: the full row for MORGAN STANLEY PATHWAY FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 426 shares; 2026Q2: 426 shares 426 $25K <0.01% 0 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 105 shares 105 $25K <0.01% new Timeline GDXJ 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: 500 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 250 shares; 2026Q1: 250 shares; 2026Q2: 250 shares 250 $24.6K <0.01% 0 Timeline PPG PPG INDS INC More: the full row for PPG INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 267 shares; 2024Q4: 234 shares; 2025Q1: 234 shares; 2025Q2: 209 shares; 2025Q3: 200 shares; 2025Q4: 200 shares; 2026Q1: 200 shares; 2026Q2: 200 shares 200 $24.3K <0.01% 0 Timeline CHD CHURCH & DWIGHT CO INC More: the full row for CHURCH & DWIGHT CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 300 shares; 2024Q4: 300 shares; 2025Q1: 300 shares; 2025Q2: 300 shares; 2025Q3: 300 shares; 2025Q4: 300 shares; 2026Q1: 300 shares; 2026Q2: 250 shares 250 $24.2K <0.01% -50 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: 169 shares; 2024Q4: 169 shares; 2025Q1: 169 shares; 2025Q2: 147 shares; 2025Q3: 99 shares; 2025Q4: 99 shares; 2026Q1: 99 shares; 2026Q2: 99 shares 99 $24K <0.01% 0 Timeline WTRG ESSENTIAL UTILS INC More: the full row for ESSENTIAL UTILS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,042 shares; 2024Q4: 1,626 shares; 2025Q1: 1,625 shares; 2025Q2: 625 shares; 2025Q3: 625 shares; 2025Q4: 625 shares; 2026Q1: 625 shares; 2026Q2: 625 shares 625 $23.9K <0.01% 0 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: 35 shares; 2025Q1: 35 shares; 2025Q2: 35 shares; 2025Q3: 67 shares; 2025Q4: 67 shares; 2026Q1: 147 shares; 2026Q2: 67 shares 67 $23.8K <0.01% -80 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: 176 shares; 2024Q4: 176 shares; 2025Q1: 176 shares; 2025Q2: 46 shares; 2025Q3: 46 shares; 2025Q4: 46 shares; 2026Q1: 93 shares; 2026Q2: 113 shares 113 $23.6K <0.01% +20 Timeline XPND FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI 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: 562 shares 562 $23.5K <0.01% new Timeline CP CANADIAN PACIFIC KANSAS CITY More: the full row for CANADIAN PACIFIC KANSAS CITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,153 shares; 2024Q4: 1,153 shares; 2025Q1: 1,153 shares; 2025Q2: 1,153 shares; 2025Q3: 634 shares; 2025Q4: 559 shares; 2026Q1: 271 shares; 2026Q2: 271 shares 271 $23.5K <0.01% 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 171 shares 171 $23.5K <0.01% new Timeline VSH VISHAY INTERTECHNOLOGY INC More: the full row for VISHAY INTERTECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,905 shares; 2024Q4: 430 shares; 2025Q1: 430 shares; 2025Q2: 430 shares; 2025Q3: 430 shares; 2025Q4: 430 shares; 2026Q1: 430 shares; 2026Q2: 430 shares 430 $23.1K <0.01% 0 Timeline CM CANADIAN IMPERIAL BANK OF CO More: the full row for CANADIAN IMPERIAL BANK OF CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 550 shares; 2024Q4: 550 shares; 2025Q1: 550 shares; 2025Q2: 550 shares; 2025Q3: 200 shares; 2025Q4: 200 shares; 2026Q1: 200 shares; 2026Q2: 200 shares 200 $23K <0.01% 0 Timeline IREN IREN LIMITED More: the full row for IREN LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 500 shares; 2026Q1: 500 shares; 2026Q2: 500 shares 500 $22.9K <0.01% 0 Timeline IHI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 234 shares; 2024Q4: 761 shares; 2025Q1: 761 shares; 2025Q2: 762 shares; 2025Q3: 460 shares; 2025Q4: 460 shares; 2026Q1: 460 shares; 2026Q2: 461 shares 461 $22.8K <0.01% +1 Timeline BN BROOKFIELD CORP More: the full row for BROOKFIELD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,344 shares; 2024Q4: 1,244 shares; 2025Q1: 632 shares; 2025Q2: 732 shares; 2025Q3: 550 shares; 2025Q4: 550 shares; 2026Q1: 550 shares; 2026Q2: 525 shares 525 $22.4K <0.01% -25 Timeline PFRL PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 334 shares; 2024Q4: 334 shares; 2025Q1: 334 shares; 2025Q2: 334 shares; 2025Q3: 334 shares; 2025Q4: 334 shares; 2026Q1: 448 shares; 2026Q2: 448 shares 448 $22.2K <0.01% 0 Timeline DTE DTE ENERGY CO More: the full row for DTE ENERGY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 200 shares; 2024Q4: 145 shares; 2025Q1: 145 shares; 2025Q2: 145 shares; 2025Q3: 145 shares; 2025Q4: 145 shares; 2026Q1: 145 shares; 2026Q2: 145 shares 145 $22.1K <0.01% 0 Timeline CIBR FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 325 shares; 2025Q3: 325 shares; 2025Q4: 325 shares; 2026Q1: 245 shares; 2026Q2: 245 shares 245 $22K <0.01% 0 Timeline CBOE CBOE GLOBAL MKTS INC More: the full row for CBOE GLOBAL MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 90 shares 90 $21.8K <0.01% new Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 164 shares 164 $21.7K <0.01% new 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: 314 shares; 2024Q4: 314 shares; 2025Q1: 264 shares; 2025Q2: 200 shares; 2025Q3: 200 shares; 2025Q4: 200 shares; 2026Q1: 200 shares; 2026Q2: 200 shares 200 $21.6K <0.01% 0 Timeline MCY MERCURY GENL CORP NEW More: the full row for MERCURY GENL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 200 shares; 2026Q2: 200 shares 200 $21.3K <0.01% 0 Timeline INTF 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: 520 shares; 2025Q1: 520 shares; 2025Q2: 520 shares; 2025Q3: 520 shares; 2025Q4: 520 shares; 2026Q1: 520 shares; 2026Q2: 520 shares 520 $21.3K <0.01% 0 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 625 shares; 2025Q4: 625 shares; 2026Q1: 625 shares; 2026Q2: 625 shares 625 $21.1K <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: not reported; 2024Q4: not reported; 2025Q1: 1,650 shares; 2025Q2: 1,650 shares; 2025Q3: 2,650 shares; 2025Q4: not reported; 2026Q1: 750 shares; 2026Q2: 750 shares 750 $21.1K <0.01% 0 Timeline AORT ARTIVION INC More: the full row for ARTIVION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 925 shares; 2024Q4: 925 shares; 2025Q1: 925 shares; 2025Q2: 925 shares; 2025Q3: 925 shares; 2025Q4: 925 shares; 2026Q1: 925 shares; 2026Q2: 925 shares 925 $20.8K <0.01% 0 Timeline FTHY FIRST TR HIGH YIELD OPPRT 20 More: the full row for FIRST TR HIGH YIELD OPPRT 20 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 750 shares; 2025Q3: 3,000 shares; 2025Q4: 1,500 shares; 2026Q1: 1,500 shares; 2026Q2: 1,500 shares 1,500 $20.6K <0.01% 0 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,820 shares; 2024Q4: 6,943 shares; 2025Q1: 7,869 shares; 2025Q2: 7,465 shares; 2025Q3: 125 shares; 2025Q4: 125 shares; 2026Q1: 100 shares; 2026Q2: 100 shares 100 $20.5K <0.01% 0 Timeline IEX IDEX CORP More: the full row for IDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 35 shares; 2024Q4: 35 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 90 shares 90 $20.4K <0.01% new Timeline STK COLUMBIA SELIGM PREM TECH GR More: the full row for COLUMBIA SELIGM PREM TECH GR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 378 shares; 2025Q3: 378 shares; 2025Q4: 378 shares; 2026Q1: 378 shares; 2026Q2: 378 shares 378 $20.4K <0.01% 0 Timeline CEF SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 500 shares 500 $20.1K <0.01% new Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 48 shares; 2024Q4: 54 shares; 2025Q1: 54 shares; 2025Q2: 54 shares; 2025Q3: 54 shares; 2025Q4: 54 shares; 2026Q1: 54 shares; 2026Q2: 76 shares 76 $19.8K <0.01% +22 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: 50 shares; 2025Q3: 50 shares; 2025Q4: 50 shares; 2026Q1: 125 shares; 2026Q2: 125 shares 125 $19.8K <0.01% 0 Timeline HLT HILTON WORLDWIDE HLDGS INC More: the full row for HILTON WORLDWIDE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30 shares; 2024Q4: 30 shares; 2025Q1: 30 shares; 2025Q2: 30 shares; 2025Q3: 30 shares; 2025Q4: 30 shares; 2026Q1: 60 shares; 2026Q2: 60 shares 60 $19.8K <0.01% 0 Timeline ALB ALBEMARLE CORP More: the full row for ALBEMARLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 100 shares; 2024Q4: 50 shares; 2025Q1: 204 shares; 2025Q2: 64 shares; 2025Q3: 252 shares; 2025Q4: 146 shares; 2026Q1: 147 shares; 2026Q2: 146 shares 146 $19.7K <0.01% -1 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 30 shares 30 $19.2K <0.01% new Timeline AXON AXON ENTERPRISE INC More: the full row for AXON ENTERPRISE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 102 shares; 2024Q4: 27 shares; 2025Q1: 27 shares; 2025Q2: 27 shares; 2025Q3: 27 shares; 2025Q4: 27 shares; 2026Q1: 27 shares; 2026Q2: 34 shares 34 $19.1K <0.01% +7 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 625 shares; 2024Q4: 625 shares; 2025Q1: 625 shares; 2025Q2: 625 shares; 2025Q3: 625 shares; 2025Q4: 625 shares; 2026Q1: 625 shares; 2026Q2: 625 shares 625 $19.1K <0.01% 0 Timeline NTAP NETAPP INC More: the full row for NETAPP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 100 shares; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 100 shares; 2025Q4: 100 shares; 2026Q1: 100 shares; 2026Q2: 122 shares 122 $18.9K <0.01% +22 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: 684 shares; 2024Q4: 584 shares; 2025Q1: 585 shares; 2025Q2: 440 shares; 2025Q3: 330 shares; 2025Q4: 340 shares; 2026Q1: 280 shares; 2026Q2: 160 shares 160 $18.8K <0.01% -120 Timeline MSML ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 247 shares; 2024Q4: 247 shares; 2025Q1: 247 shares; 2025Q2: 247 shares; 2025Q3: 247 shares; 2025Q4: 247 shares; 2026Q1: 247 shares; 2026Q2: 247 shares 247 $18.6K <0.01% 0 Timeline VSAT VIASAT INC More: the full row for VIASAT 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: 203 shares; 2026Q2: 203 shares 203 $18.2K <0.01% 0 Timeline MUSA MURPHY USA INC More: the full row for MURPHY USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 20 shares; 2026Q2: 33 shares 33 $17.8K <0.01% +13 Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 293 shares; 2024Q4: 293 shares; 2025Q1: 293 shares; 2025Q2: 243 shares; 2025Q3: 243 shares; 2025Q4: 243 shares; 2026Q1: 243 shares; 2026Q2: 243 shares 243 $17.6K <0.01% 0 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: 330 shares; 2024Q4: 330 shares; 2025Q1: 330 shares; 2025Q2: 330 shares; 2025Q3: 330 shares; 2025Q4: 330 shares; 2026Q1: 330 shares; 2026Q2: 330 shares 330 $17.5K <0.01% 0 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 86 shares; 2026Q2: 86 shares 86 $17.3K <0.01% 0 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 291 shares; 2024Q4: 185 shares; 2025Q1: 185 shares; 2025Q2: 135 shares; 2025Q3: 19 shares; 2025Q4: 19 shares; 2026Q1: 44 shares; 2026Q2: 50 shares 50 $17K <0.01% +6 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 275 shares; 2024Q4: 275 shares; 2025Q1: 275 shares; 2025Q2: 275 shares; 2025Q3: 275 shares; 2025Q4: 275 shares; 2026Q1: 275 shares; 2026Q2: 200 shares 200 $16.7K <0.01% -75 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 100 shares; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 100 shares; 2025Q4: 100 shares; 2026Q1: 100 shares; 2026Q2: 100 shares 100 $16.7K <0.01% 0 Timeline