AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 161,078 shares; 2024Q4: 170,531 shares; 2025Q1: 163,727 shares; 2025Q2: 152,346 shares; 2025Q3: 151,711 shares; 2025Q4: 149,495 shares; 2026Q1: 144,616 shares; 2026Q2: 142,835 shares 142,835 $41.3M 5.23% -1,781 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: 21,651 shares; 2024Q4: 23,589 shares; 2025Q1: 24,788 shares; 2025Q2: 27,421 shares; 2025Q3: 31,098 shares; 2025Q4: 33,041 shares; 2026Q1: 36,589 shares; 2026Q2: 35,960 shares 35,960 $26.9M 3.41% -629 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: 57,161 shares; 2024Q4: 63,704 shares; 2025Q1: 61,087 shares; 2025Q2: 59,779 shares; 2025Q3: 61,318 shares; 2025Q4: 61,851 shares; 2026Q1: 63,621 shares; 2026Q2: 62,745 shares 62,745 $23.4M 2.96% -876 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: 17,882 shares; 2024Q4: 18,136 shares; 2025Q1: 17,943 shares; 2025Q2: 17,510 shares; 2025Q3: 17,604 shares; 2025Q4: 17,404 shares; 2026Q1: 17,055 shares; 2026Q2: 16,664 shares 16,664 $20M 2.53% -391 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: 26,972 shares; 2024Q4: 28,517 shares; 2025Q1: 29,203 shares; 2025Q2: 28,753 shares; 2025Q3: 28,351 shares; 2025Q4: 27,753 shares; 2026Q1: 27,061 shares; 2026Q2: 26,023 shares 26,023 $18.8M 2.38% -1,038 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 52,986 shares; 2024Q4: 56,723 shares; 2025Q1: 56,373 shares; 2025Q2: 55,802 shares; 2025Q3: 57,695 shares; 2025Q4: 57,173 shares; 2026Q1: 55,677 shares; 2026Q2: 51,737 shares 51,737 $18.5M 2.34% -3,940 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: 51,860 shares; 2024Q4: 53,505 shares; 2025Q1: 52,232 shares; 2025Q2: 51,886 shares; 2025Q3: 52,854 shares; 2025Q4: 53,630 shares; 2026Q1: 53,687 shares; 2026Q2: 51,229 shares 51,229 $16.8M 2.12% -2,458 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: 74,205 shares; 2024Q4: 80,240 shares; 2025Q1: 76,002 shares; 2025Q2: 75,313 shares; 2025Q3: 78,263 shares; 2025Q4: 81,594 shares; 2026Q1: 81,888 shares; 2026Q2: 82,797 shares 82,797 $16.6M 2.1% +909 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: 20,988 shares; 2024Q4: 43,331 shares; 2025Q1: 43,660 shares; 2025Q2: 43,241 shares; 2025Q3: 45,698 shares; 2025Q4: 47,247 shares; 2026Q1: 49,285 shares; 2026Q2: 48,036 shares 48,036 $16.4M 2.07% -1,249 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: 57,661 shares; 2024Q4: 61,074 shares; 2025Q1: 59,666 shares; 2025Q2: 58,880 shares; 2025Q3: 61,871 shares; 2025Q4: 64,093 shares; 2026Q1: 65,644 shares; 2026Q2: 64,135 shares 64,135 $15.3M 1.94% -1,509 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: 52,662 shares; 2024Q4: 54,388 shares; 2025Q1: 54,209 shares; 2025Q2: 54,007 shares; 2025Q3: 56,011 shares; 2025Q4: 56,346 shares; 2026Q1: 56,175 shares; 2026Q2: 52,948 shares 52,948 $13.4M 1.7% -3,227 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: 146,618 shares; 2024Q4: 151,478 shares; 2025Q1: 150,069 shares; 2025Q2: 158,529 shares; 2025Q3: 161,911 shares; 2025Q4: 163,412 shares; 2026Q1: 165,754 shares; 2026Q2: 165,404 shares 165,404 $12.5M 1.59% -350 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: 52,075 shares; 2024Q4: 68,028 shares; 2025Q1: 75,526 shares; 2025Q2: 86,437 shares; 2025Q3: 95,504 shares; 2025Q4: 111,690 shares; 2026Q1: 121,622 shares; 2026Q2: 125,774 shares 125,774 $12.4M 1.58% +4,152 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: 10,906 shares; 2024Q4: 11,225 shares; 2025Q1: 11,301 shares; 2025Q2: 11,193 shares; 2025Q3: 11,223 shares; 2025Q4: 10,973 shares; 2026Q1: 10,515 shares; 2026Q2: 10,286 shares 10,286 $10.4M 1.32% -229 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: 36,467 shares; 2024Q4: 23,284 shares; 2025Q1: 29,061 shares; 2025Q2: 29,045 shares; 2025Q3: 28,047 shares; 2025Q4: 27,046 shares; 2026Q1: 26,048 shares; 2026Q2: 26,046 shares 26,046 $10.3M 1.31% -2 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: 142,202 shares; 2024Q4: 149,779 shares; 2025Q1: 159,121 shares; 2025Q2: 163,903 shares; 2025Q3: 175,172 shares; 2025Q4: 179,355 shares; 2026Q1: 192,545 shares; 2026Q2: 199,884 shares 199,884 $10.1M 1.27% +7,339 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: 23,124 shares; 2024Q4: 23,745 shares; 2025Q1: 23,721 shares; 2025Q2: 23,556 shares; 2025Q3: 24,084 shares; 2025Q4: 23,371 shares; 2026Q1: 23,557 shares; 2026Q2: 23,158 shares 23,158 $9.87M 1.25% -399 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: 30,181 shares; 2024Q4: 31,500 shares; 2025Q1: 31,561 shares; 2025Q2: 30,520 shares; 2025Q3: 30,804 shares; 2025Q4: 30,726 shares; 2026Q1: 30,402 shares; 2026Q2: 28,406 shares 28,406 $9.75M 1.23% -1,996 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: 113 shares; 2024Q4: 113 shares; 2025Q1: 83 shares; 2025Q2: 4,674 shares; 2025Q3: 4,674 shares; 2025Q4: 4,734 shares; 2026Q1: 4,713 shares; 2026Q2: 4,646 shares 4,646 $9.67M 1.22% -67 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: 90,226 shares; 2024Q4: 97,491 shares; 2025Q1: 92,059 shares; 2025Q2: 90,279 shares; 2025Q3: 90,959 shares; 2025Q4: 88,332 shares; 2026Q1: 85,892 shares; 2026Q2: 82,181 shares 82,181 $9.31M 1.18% -3,711 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: 29,372 shares; 2024Q4: 30,229 shares; 2025Q1: 29,349 shares; 2025Q2: 27,756 shares; 2025Q3: 28,455 shares; 2025Q4: 29,009 shares; 2026Q1: 28,622 shares; 2026Q2: 25,234 shares 25,234 $8.92M 1.13% -3,388 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: 25,854 shares; 2024Q4: 26,656 shares; 2025Q1: 26,672 shares; 2025Q2: 24,928 shares; 2025Q3: 24,713 shares; 2025Q4: 24,377 shares; 2026Q1: 23,611 shares; 2026Q2: 24,131 shares 24,131 $8.51M 1.08% +520 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: 66,265 shares; 2024Q4: 70,793 shares; 2025Q1: 68,773 shares; 2025Q2: 67,819 shares; 2025Q3: 68,466 shares; 2025Q4: 68,128 shares; 2026Q1: 68,230 shares; 2026Q2: 68,964 shares 68,964 $8.1M 1.03% +734 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: 8,616 shares; 2024Q4: 9,073 shares; 2025Q1: 8,981 shares; 2025Q2: 8,765 shares; 2025Q3: 8,788 shares; 2025Q4: 8,543 shares; 2026Q1: 8,493 shares; 2026Q2: 8,229 shares 8,229 $7.7M 0.97% -264 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: 11,403 shares; 2024Q4: 12,445 shares; 2025Q1: 12,255 shares; 2025Q2: 12,444 shares; 2025Q3: 13,080 shares; 2025Q4: 14,448 shares; 2026Q1: 14,178 shares; 2026Q2: 13,191 shares 13,191 $7.43M 0.94% -987 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: 29,013 shares; 2024Q4: 30,154 shares; 2025Q1: 30,901 shares; 2025Q2: 30,830 shares; 2025Q3: 31,852 shares; 2025Q4: 32,379 shares; 2026Q1: 33,095 shares; 2026Q2: 33,006 shares 33,006 $7.36M 0.93% -89 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,571 shares; 2024Q4: 1,554 shares; 2025Q1: 1,557 shares; 2025Q2: 1,567 shares; 2025Q3: 8,327 shares; 2025Q4: 12,464 shares; 2026Q1: 13,808 shares; 2026Q2: 15,378 shares 15,378 $7.34M 0.93% +1,570 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: 57,036 shares; 2024Q4: 56,954 shares; 2025Q1: 58,081 shares; 2025Q2: 57,363 shares; 2025Q3: 58,059 shares; 2025Q4: 57,302 shares; 2026Q1: 58,241 shares; 2026Q2: 57,913 shares 57,913 $7.33M 0.93% -328 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: 28,644 shares; 2024Q4: 29,931 shares; 2025Q1: 30,278 shares; 2025Q2: 29,220 shares; 2025Q3: 29,015 shares; 2025Q4: 28,075 shares; 2026Q1: 27,854 shares; 2026Q2: 26,284 shares 26,284 $7.15M 0.91% -1,570 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: 107,227 shares; 2024Q4: 111,474 shares; 2025Q1: 111,155 shares; 2025Q2: 113,123 shares; 2025Q3: 123,418 shares; 2025Q4: 123,346 shares; 2026Q1: 135,037 shares; 2026Q2: 137,808 shares 137,808 $7.04M 0.89% +2,771 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: 90,146 shares; 2024Q4: 101,080 shares; 2025Q1: 110,895 shares; 2025Q2: 120,226 shares; 2025Q3: 124,259 shares; 2025Q4: 126,305 shares; 2026Q1: 137,287 shares; 2026Q2: 141,037 shares 141,037 $6.99M 0.88% +3,750 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: 48,814 shares; 2024Q4: 50,298 shares; 2025Q1: 49,581 shares; 2025Q2: 47,946 shares; 2025Q3: 48,869 shares; 2025Q4: 47,225 shares; 2026Q1: 48,310 shares; 2026Q2: 47,623 shares 47,623 $6.98M 0.88% -687 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: 41,262 shares; 2024Q4: 44,220 shares; 2025Q1: 44,100 shares; 2025Q2: 45,147 shares; 2025Q3: 46,509 shares; 2025Q4: 46,504 shares; 2026Q1: 46,629 shares; 2026Q2: 45,526 shares 45,526 $6.9M 0.87% -1,103 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: 13,042 shares; 2024Q4: 14,228 shares; 2025Q1: 14,080 shares; 2025Q2: 14,222 shares; 2025Q3: 14,616 shares; 2025Q4: 14,759 shares; 2026Q1: 14,604 shares; 2026Q2: 12,942 shares 12,942 $6.48M 0.82% -1,662 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: 41,537 shares; 2024Q4: 46,316 shares; 2025Q1: 46,679 shares; 2025Q2: 46,202 shares; 2025Q3: 46,298 shares; 2025Q4: 46,509 shares; 2026Q1: 44,518 shares; 2026Q2: 44,088 shares 44,088 $6.47M 0.82% -430 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: 74,155 shares; 2024Q4: 83,450 shares; 2025Q1: 82,795 shares; 2025Q2: 84,336 shares; 2025Q3: 84,674 shares; 2025Q4: 80,267 shares; 2026Q1: 79,152 shares; 2026Q2: 77,325 shares 77,325 $6.28M 0.8% -1,827 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: 20,978 shares; 2024Q4: 21,353 shares; 2025Q1: 20,685 shares; 2025Q2: 19,956 shares; 2025Q3: 20,782 shares; 2025Q4: 20,969 shares; 2026Q1: 21,271 shares; 2026Q2: 20,842 shares 20,842 $6.21M 0.79% -429 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: 56,455 shares; 2024Q4: 58,546 shares; 2025Q1: 55,253 shares; 2025Q2: 55,438 shares; 2025Q3: 55,740 shares; 2025Q4: 56,383 shares; 2026Q1: 57,340 shares; 2026Q2: 57,995 shares 57,995 $5.93M 0.75% +655 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: 14,153 shares; 2024Q4: 14,634 shares; 2025Q1: 14,491 shares; 2025Q2: 13,822 shares; 2025Q3: 13,787 shares; 2025Q4: 13,111 shares; 2026Q1: 12,634 shares; 2026Q2: 12,046 shares 12,046 $5.92M 0.75% -588 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: 37,324 shares; 2024Q4: 40,540 shares; 2025Q1: 40,194 shares; 2025Q2: 38,951 shares; 2025Q3: 38,715 shares; 2025Q4: 37,565 shares; 2026Q1: 36,670 shares; 2026Q2: 35,533 shares 35,533 $5.89M 0.75% -1,137 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,236 shares; 2024Q4: 4,570 shares; 2025Q1: 4,522 shares; 2025Q2: 4,541 shares; 2025Q3: 4,621 shares; 2025Q4: 4,783 shares; 2026Q1: 4,593 shares; 2026Q2: 5,451 shares 5,451 $5.81M 0.74% +858 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: 77,117 shares; 2024Q4: 81,733 shares; 2025Q1: 82,400 shares; 2025Q2: 80,641 shares; 2025Q3: 81,150 shares; 2025Q4: 86,134 shares; 2026Q1: 85,746 shares; 2026Q2: 73,858 shares 73,858 $5.7M 0.72% -11,888 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: 18,877 shares; 2024Q4: 21,363 shares; 2025Q1: 21,392 shares; 2025Q2: 21,024 shares; 2025Q3: 21,151 shares; 2025Q4: 20,546 shares; 2026Q1: 20,089 shares; 2026Q2: 19,357 shares 19,357 $5.68M 0.72% -732 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: 2 shares; 2024Q4: 1 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,401 shares; 2025Q4: 2,373 shares; 2026Q1: 2,695 shares; 2026Q2: 2,775 shares 2,775 $5.52M 0.7% +80 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: 31,344 shares; 2024Q4: 37,352 shares; 2025Q1: 35,183 shares; 2025Q2: 32,851 shares; 2025Q3: 34,417 shares; 2025Q4: 36,370 shares; 2026Q1: 36,544 shares; 2026Q2: 37,183 shares 37,183 $5.51M 0.7% +639 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: 22,087 shares; 2024Q4: 21,991 shares; 2025Q1: 21,990 shares; 2025Q2: 21,878 shares; 2025Q3: 21,879 shares; 2025Q4: 22,000 shares; 2026Q1: 22,898 shares; 2026Q2: 22,938 shares 22,938 $5.27M 0.67% +40 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: 36,249 shares; 2024Q4: 39,104 shares; 2025Q1: 38,908 shares; 2025Q2: 39,782 shares; 2025Q3: 40,393 shares; 2025Q4: 41,362 shares; 2026Q1: 41,695 shares; 2026Q2: 41,648 shares 41,648 $4.9M 0.62% -47 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: 113,660 shares; 2024Q4: 127,091 shares; 2025Q1: 141,785 shares; 2025Q2: 165,673 shares; 2025Q3: 211,137 shares; 2025Q4: 243,353 shares; 2026Q1: 243,199 shares; 2026Q2: 233,745 shares 233,745 $4.76M 0.6% -9,454 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: 38,762 shares; 2024Q4: 50,439 shares; 2025Q1: 51,757 shares; 2025Q2: 52,234 shares; 2025Q3: 52,175 shares; 2025Q4: 50,543 shares; 2026Q1: 51,298 shares; 2026Q2: 51,070 shares 51,070 $4.71M 0.6% -228 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: not reported; 2024Q4: not reported; 2025Q1: 28,382 shares; 2025Q2: 38,300 shares; 2025Q3: 42,521 shares; 2025Q4: 46,256 shares; 2026Q1: 46,316 shares; 2026Q2: 44,915 shares 44,915 $4.7M 0.6% -1,401 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: 125,983 shares; 2024Q4: 143,984 shares; 2025Q1: 150,942 shares; 2025Q2: 174,244 shares; 2025Q3: 207,251 shares; 2025Q4: 246,533 shares; 2026Q1: 243,953 shares; 2026Q2: 232,293 shares 232,293 $4.56M 0.58% -11,660 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: 37,587 shares; 2024Q4: 37,932 shares; 2025Q1: 38,100 shares; 2025Q2: 32,560 shares; 2025Q3: 30,798 shares; 2025Q4: 27,794 shares; 2026Q1: 27,527 shares; 2026Q2: 26,644 shares 26,644 $4.5M 0.57% -883 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: 6,094 shares; 2024Q4: 3,716 shares; 2025Q1: 22,386 shares; 2025Q2: 22,417 shares; 2025Q3: 41,435 shares; 2025Q4: 41,435 shares; 2026Q1: 62,626 shares; 2026Q2: 62,586 shares 62,586 $4.46M 0.56% -40 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: 102,866 shares; 2024Q4: 118,448 shares; 2025Q1: 126,429 shares; 2025Q2: 152,255 shares; 2025Q3: 190,270 shares; 2025Q4: 208,241 shares; 2026Q1: 227,914 shares; 2026Q2: 233,463 shares 233,463 $4.34M 0.55% +5,549 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: 47,721 shares; 2024Q4: 49,745 shares; 2025Q1: 46,882 shares; 2025Q2: 49,221 shares; 2025Q3: 49,236 shares; 2025Q4: 50,486 shares; 2026Q1: 49,849 shares; 2026Q2: 49,118 shares 49,118 $4.31M 0.55% -731 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,082 shares; 2024Q4: 12,481 shares; 2025Q1: 12,363 shares; 2025Q2: 12,054 shares; 2025Q3: 12,660 shares; 2025Q4: 12,270 shares; 2026Q1: 12,592 shares; 2026Q2: 12,718 shares 12,718 $4M 0.51% +126 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: 8,836 shares; 2024Q4: 8,992 shares; 2025Q1: 8,448 shares; 2025Q2: 8,719 shares; 2025Q3: 8,817 shares; 2025Q4: 8,329 shares; 2026Q1: 7,951 shares; 2026Q2: 7,693 shares 7,693 $3.92M 0.5% -258 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: 16,226 shares; 2024Q4: 16,326 shares; 2025Q1: 16,401 shares; 2025Q2: 15,015 shares; 2025Q3: 11,130 shares; 2025Q4: 10,383 shares; 2026Q1: 10,187 shares; 2026Q2: 9,386 shares 9,386 $3.9M 0.49% -801 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: 25,108 shares; 2024Q4: 19,746 shares; 2025Q1: 19,989 shares; 2025Q2: 19,424 shares; 2025Q3: 19,565 shares; 2025Q4: 22,448 shares; 2026Q1: 23,094 shares; 2026Q2: 21,923 shares 21,923 $3.73M 0.47% -1,171 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: 26,338 shares 26,338 $3.6M 0.46% new 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: 603 shares; 2024Q4: 669 shares; 2025Q1: 708 shares; 2025Q2: 739 shares; 2025Q3: 737 shares; 2025Q4: 770 shares; 2026Q1: 793 shares; 2026Q2: 19,765 shares 19,765 $3.52M 0.45% +18,972 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: 6,312 shares; 2024Q4: 6,266 shares; 2025Q1: 6,218 shares; 2025Q2: 6,259 shares; 2025Q3: 6,239 shares; 2025Q4: 6,242 shares; 2026Q1: 6,221 shares; 2026Q2: 4,633 shares 4,633 $3.46M 0.44% -1,588 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: 123,406 shares; 2024Q4: 138,967 shares; 2025Q1: 143,522 shares; 2025Q2: 164,831 shares; 2025Q3: 188,893 shares; 2025Q4: 221,987 shares; 2026Q1: 195,992 shares; 2026Q2: 173,539 shares 173,539 $3.39M 0.43% -22,453 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: 58,500 shares; 2024Q4: 78,746 shares; 2025Q1: 86,731 shares; 2025Q2: 105,675 shares; 2025Q3: 157,631 shares; 2025Q4: 192,136 shares; 2026Q1: 202,413 shares; 2026Q2: 201,935 shares 201,935 $3.36M 0.43% -478 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,676 shares; 2024Q4: 14,814 shares; 2025Q1: 21,065 shares; 2025Q2: 20,227 shares; 2025Q3: 24,359 shares; 2025Q4: 26,715 shares; 2026Q1: 31,032 shares; 2026Q2: 35,683 shares 35,683 $2.96M 0.37% +4,651 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: 31,315 shares; 2024Q4: 32,679 shares; 2025Q1: 33,142 shares; 2025Q2: 32,076 shares; 2025Q3: 32,196 shares; 2025Q4: 32,960 shares; 2026Q1: 33,382 shares; 2026Q2: 31,623 shares 31,623 $2.86M 0.36% -1,759 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: 8,800 shares; 2024Q4: 10,085 shares; 2025Q1: 8,920 shares; 2025Q2: 9,173 shares; 2025Q3: 9,049 shares; 2025Q4: 7,986 shares; 2026Q1: 7,718 shares; 2026Q2: 7,538 shares 7,538 $2.85M 0.36% -180 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: 313 shares; 2024Q4: 913 shares; 2025Q1: 1,261 shares; 2025Q2: 1,911 shares; 2025Q3: 2,741 shares; 2025Q4: 35,468 shares; 2026Q1: 40,229 shares; 2026Q2: 39,465 shares 39,465 $2.82M 0.36% -764 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: 38,608 shares; 2024Q4: 40,943 shares; 2025Q1: 40,972 shares; 2025Q2: 37,195 shares; 2025Q3: 32,400 shares; 2025Q4: 25,427 shares; 2026Q1: 22,865 shares; 2026Q2: 20,143 shares 20,143 $2.73M 0.35% -2,722 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,382 shares; 2024Q4: 16,834 shares; 2025Q1: 15,421 shares; 2025Q2: 14,393 shares; 2025Q3: 15,128 shares; 2025Q4: 15,191 shares; 2026Q1: 14,671 shares; 2026Q2: 47,813 shares 47,813 $2.72M 0.34% +33,142 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 38,551 shares; 2024Q4: 36,968 shares; 2025Q1: 36,882 shares; 2025Q2: 27,498 shares; 2025Q3: 26,926 shares; 2025Q4: 26,992 shares; 2026Q1: 26,107 shares; 2026Q2: 26,107 shares 26,107 $2.71M 0.34% 0 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,748 shares; 2024Q4: 8,711 shares; 2025Q1: 9,112 shares; 2025Q2: 9,778 shares; 2025Q3: 9,837 shares; 2025Q4: 9,724 shares; 2026Q1: 9,613 shares; 2026Q2: 9,718 shares 9,718 $2.71M 0.34% +105 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: 10,397 shares; 2024Q4: 11,122 shares; 2025Q1: 11,247 shares; 2025Q2: 11,275 shares; 2025Q3: 11,615 shares; 2025Q4: 11,615 shares; 2026Q1: 11,367 shares; 2026Q2: 11,367 shares 11,367 $2.69M 0.34% 0 Timeline IGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 33,953 shares; 2024Q4: 33,953 shares; 2025Q1: 25,262 shares; 2025Q2: 28,601 shares; 2025Q3: 28,601 shares; 2025Q4: 28,601 shares; 2026Q1: 28,601 shares; 2026Q2: 28,601 shares 28,601 $2.51M 0.32% 0 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: 11,333 shares; 2024Q4: 11,955 shares; 2025Q1: 12,132 shares; 2025Q2: 12,287 shares; 2025Q3: 12,329 shares; 2025Q4: 12,523 shares; 2026Q1: 12,591 shares; 2026Q2: 11,796 shares 11,796 $2.48M 0.31% -795 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: 10,980 shares; 2024Q4: 11,354 shares; 2025Q1: 10,650 shares; 2025Q2: 11,033 shares; 2025Q3: 11,195 shares; 2025Q4: 11,708 shares; 2026Q1: 11,495 shares; 2026Q2: 11,149 shares 11,149 $2.46M 0.31% -346 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: 20,559 shares; 2024Q4: 20,775 shares; 2025Q1: 20,762 shares; 2025Q2: 20,765 shares; 2025Q3: 20,765 shares; 2025Q4: 20,780 shares; 2026Q1: 20,789 shares; 2026Q2: 21,044 shares 21,044 $2.46M 0.31% +255 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: 32,069 shares; 2024Q4: 34,111 shares; 2025Q1: 34,280 shares; 2025Q2: 30,892 shares; 2025Q3: 32,300 shares; 2025Q4: 30,346 shares; 2026Q1: 29,137 shares; 2026Q2: 25,380 shares 25,380 $2.44M 0.31% -3,757 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: 5,535 shares; 2024Q4: 5,580 shares; 2025Q1: 5,562 shares; 2025Q2: 5,826 shares; 2025Q3: 5,806 shares; 2025Q4: 5,737 shares; 2026Q1: 5,707 shares; 2026Q2: 19,459 shares 19,459 $2.42M 0.31% +13,752 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: 64,943 shares; 2024Q4: 73,413 shares; 2025Q1: 67,848 shares; 2025Q2: 58,420 shares; 2025Q3: 57,326 shares; 2025Q4: 36,008 shares; 2026Q1: 33,754 shares; 2026Q2: 46,157 shares 46,157 $2.3M 0.29% +12,403 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: 3,032 shares; 2024Q4: 3,187 shares; 2025Q1: 3,000 shares; 2025Q2: 3,362 shares; 2025Q3: 3,873 shares; 2025Q4: 3,702 shares; 2026Q1: 3,639 shares; 2026Q2: 3,567 shares 3,567 $2.26M 0.29% -72 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: 19,325 shares; 2024Q4: 20,863 shares; 2025Q1: 21,100 shares; 2025Q2: 20,416 shares; 2025Q3: 19,202 shares; 2025Q4: 18,191 shares; 2026Q1: 17,812 shares; 2026Q2: 17,378 shares 17,378 $2.25M 0.29% -434 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: 19,017 shares; 2024Q4: 18,722 shares; 2025Q1: 17,127 shares; 2025Q2: 15,005 shares; 2025Q3: 15,062 shares; 2025Q4: 12,613 shares; 2026Q1: 12,124 shares; 2026Q2: 11,769 shares 11,769 $2.23M 0.28% -355 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: 5,842 shares; 2024Q4: 6,336 shares; 2025Q1: 6,474 shares; 2025Q2: 6,474 shares; 2025Q3: 6,567 shares; 2025Q4: 7,055 shares; 2026Q1: 7,128 shares; 2026Q2: 6,989 shares 6,989 $2.22M 0.28% -139 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: 7,648 shares; 2024Q4: 7,648 shares; 2025Q1: 7,617 shares; 2025Q2: 7,701 shares; 2025Q3: 7,701 shares; 2025Q4: 7,572 shares; 2026Q1: 7,231 shares; 2026Q2: 7,231 shares 7,231 $2.21M 0.28% 0 Timeline FNDX 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: 54 shares; 2024Q4: 162 shares; 2025Q1: 15,642 shares; 2025Q2: 15,642 shares; 2025Q3: 29,793 shares; 2025Q4: 29,793 shares; 2026Q1: 71,017 shares; 2026Q2: 71,017 shares 71,017 $2.21M 0.28% 0 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,184 shares; 2024Q4: 18,890 shares; 2025Q1: 19,223 shares; 2025Q2: 20,408 shares; 2025Q3: 20,277 shares; 2025Q4: 19,534 shares; 2026Q1: 19,357 shares; 2026Q2: 17,651 shares 17,651 $2.2M 0.28% -1,706 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,321 shares; 2024Q4: 5,192 shares; 2025Q1: 5,686 shares; 2025Q2: 5,686 shares; 2025Q3: 8,197 shares; 2025Q4: 8,118 shares; 2026Q1: 10,770 shares; 2026Q2: 10,071 shares 10,071 $2.19M 0.28% -699 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: 5,035 shares; 2024Q4: 4,751 shares; 2025Q1: 3,854 shares; 2025Q2: 4,389 shares; 2025Q3: 5,942 shares; 2025Q4: 5,832 shares; 2026Q1: 7,113 shares; 2026Q2: 7,115 shares 7,115 $2.16M 0.27% +2 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: 57,378 shares; 2024Q4: 60,590 shares; 2025Q1: 58,827 shares; 2025Q2: 55,870 shares; 2025Q3: 54,304 shares; 2025Q4: 49,751 shares; 2026Q1: 47,666 shares; 2026Q2: 42,319 shares 42,319 $2.14M 0.27% -5,347 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: 8,424 shares; 2024Q4: 9,279 shares; 2025Q1: 8,773 shares; 2025Q2: 8,751 shares; 2025Q3: 8,782 shares; 2025Q4: 7,648 shares; 2026Q1: 7,537 shares; 2026Q2: 7,609 shares 7,609 $2.14M 0.27% +72 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: 47,350 shares; 2024Q4: 58,719 shares; 2025Q1: 65,815 shares; 2025Q2: 69,376 shares; 2025Q3: 87,456 shares; 2025Q4: 103,097 shares; 2026Q1: 117,812 shares; 2026Q2: 126,375 shares 126,375 $2.07M 0.26% +8,563 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,624 shares; 2024Q4: 12,697 shares; 2025Q1: 12,237 shares; 2025Q2: 12,262 shares; 2025Q3: 12,247 shares; 2025Q4: 12,170 shares; 2026Q1: 10,727 shares; 2026Q2: 11,305 shares 11,305 $2.05M 0.26% +578 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: 21,160 shares; 2024Q4: 20,347 shares; 2025Q1: 20,539 shares; 2025Q2: 16,211 shares; 2025Q3: 14,939 shares; 2025Q4: 25,328 shares; 2026Q1: 23,952 shares; 2026Q2: 21,049 shares 21,049 $2.03M 0.26% -2,903 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: 2,337 shares; 2024Q4: 2,863 shares; 2025Q1: 6,692 shares; 2025Q2: 15,107 shares; 2025Q3: 19,349 shares; 2025Q4: 26,496 shares; 2026Q1: 29,484 shares; 2026Q2: 27,499 shares 27,499 $1.98M 0.25% -1,985 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: 11,942 shares; 2024Q4: 19,261 shares; 2025Q1: 16,700 shares; 2025Q2: 15,881 shares; 2025Q3: 15,865 shares; 2025Q4: 12,952 shares; 2026Q1: 12,939 shares; 2026Q2: 8,945 shares 8,945 $1.97M 0.25% -3,994 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,087 shares; 2024Q4: 9,386 shares; 2025Q1: 9,398 shares; 2025Q2: 9,501 shares; 2025Q3: 9,305 shares; 2025Q4: 9,664 shares; 2026Q1: 9,566 shares; 2026Q2: 7,817 shares 7,817 $1.97M 0.25% -1,749 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: 3,253 shares; 2024Q4: 3,472 shares; 2025Q1: 2,796 shares; 2025Q2: 10,407 shares; 2025Q3: 22,939 shares; 2025Q4: 25,994 shares; 2026Q1: 25,422 shares; 2026Q2: 25,993 shares 25,993 $1.93M 0.24% +571 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: 4,106 shares; 2024Q4: 4,566 shares; 2025Q1: 4,646 shares; 2025Q2: 4,349 shares; 2025Q3: 4,999 shares; 2025Q4: 5,014 shares; 2026Q1: 5,051 shares; 2026Q2: 4,986 shares 4,986 $1.84M 0.23% -65 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: 21,389 shares; 2024Q4: 24,832 shares; 2025Q1: 25,439 shares; 2025Q2: 26,871 shares; 2025Q3: 27,274 shares; 2025Q4: 29,567 shares; 2026Q1: 29,829 shares; 2026Q2: 29,308 shares 29,308 $1.82M 0.23% -521 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: 1,597 shares; 2024Q4: 1,665 shares; 2025Q1: 1,735 shares; 2025Q2: 2,017 shares; 2025Q3: 3,618 shares; 2025Q4: 3,591 shares; 2026Q1: 3,523 shares; 2026Q2: 21,056 shares 21,056 $1.81M 0.23% +17,533 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: 1,580 shares; 2024Q4: 1,578 shares; 2025Q1: 1,468 shares; 2025Q2: 1,454 shares; 2025Q3: 1,462 shares; 2025Q4: 1,464 shares; 2026Q1: 1,452 shares; 2026Q2: 1,526 shares 1,526 $1.79M 0.23% +74 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: not reported; 2024Q4: 11,774 shares; 2025Q1: 11,774 shares; 2025Q2: 11,774 shares; 2025Q3: 11,774 shares; 2025Q4: 11,774 shares; 2026Q1: 10,774 shares; 2026Q2: 9,000 shares 9,000 $1.65M 0.21% -1,774 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,696 shares; 2024Q4: 8,558 shares; 2025Q1: 8,957 shares; 2025Q2: 20,249 shares; 2025Q3: 21,935 shares; 2025Q4: 21,645 shares; 2026Q1: 21,738 shares; 2026Q2: 22,043 shares 22,043 $1.62M 0.2% +305 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: 11,996 shares; 2024Q4: 14,321 shares; 2025Q1: 14,321 shares; 2025Q2: 14,321 shares; 2025Q3: 14,321 shares; 2025Q4: 14,321 shares; 2026Q1: 14,321 shares; 2026Q2: 28,642 shares 28,642 $1.61M 0.2% +14,321 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: 6,750 shares; 2024Q4: 4,293 shares; 2025Q1: 3,912 shares; 2025Q2: 3,882 shares; 2025Q3: 3,939 shares; 2025Q4: 4,014 shares; 2026Q1: 4,022 shares; 2026Q2: 4,245 shares 4,245 $1.59M 0.2% +223 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: 31,128 shares; 2024Q4: 31,764 shares; 2025Q1: 32,863 shares; 2025Q2: 33,340 shares; 2025Q3: 32,236 shares; 2025Q4: 35,021 shares; 2026Q1: 36,528 shares; 2026Q2: 35,289 shares 35,289 $1.58M 0.2% -1,239 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: 10,259 shares; 2024Q4: 10,904 shares; 2025Q1: 10,633 shares; 2025Q2: 9,976 shares; 2025Q3: 9,862 shares; 2025Q4: 9,002 shares; 2026Q1: 8,802 shares; 2026Q2: 8,302 shares 8,302 $1.58M 0.2% -500 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: 8,452 shares; 2024Q4: 8,566 shares; 2025Q1: 8,331 shares; 2025Q2: 6,971 shares; 2025Q3: 6,943 shares; 2025Q4: 6,895 shares; 2026Q1: 6,782 shares; 2026Q2: 6,391 shares 6,391 $1.55M 0.2% -391 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: 10,263 shares; 2024Q4: 11,539 shares; 2025Q1: 12,589 shares; 2025Q2: 13,506 shares; 2025Q3: 13,537 shares; 2025Q4: 14,483 shares; 2026Q1: 14,033 shares; 2026Q2: 13,622 shares 13,622 $1.39M 0.18% -411 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: 2,430 shares; 2024Q4: 2,430 shares; 2025Q1: 2,555 shares; 2025Q2: 2,555 shares; 2025Q3: 2,355 shares; 2025Q4: 1,680 shares; 2026Q1: 15,757 shares; 2026Q2: 15,055 shares 15,055 $1.36M 0.17% -702 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: 9,277 shares; 2024Q4: 12,987 shares; 2025Q1: 8,665 shares; 2025Q2: 11,949 shares; 2025Q3: 12,287 shares; 2025Q4: 12,287 shares; 2026Q1: 11,464 shares; 2026Q2: 11,628 shares 11,628 $1.21M 0.15% +164 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: 4,090 shares; 2024Q4: 3,863 shares; 2025Q1: 3,828 shares; 2025Q2: 4,832 shares; 2025Q3: 4,916 shares; 2025Q4: 3,426 shares; 2026Q1: 3,428 shares; 2026Q2: 3,449 shares 3,449 $1.17M 0.15% +21 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: 1,842 shares; 2025Q2: 7,070 shares; 2025Q3: 12,182 shares; 2025Q4: 21,334 shares; 2026Q1: 27,857 shares; 2026Q2: 33,461 shares 33,461 $1.13M 0.14% +5,604 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: 5,684 shares; 2024Q4: 5,364 shares; 2025Q1: 4,974 shares; 2025Q2: 4,994 shares; 2025Q3: 4,870 shares; 2025Q4: 4,782 shares; 2026Q1: 4,395 shares; 2026Q2: 4,106 shares 4,106 $1.11M 0.14% -289 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: 31,447 shares; 2024Q4: 32,346 shares; 2025Q1: 33,297 shares; 2025Q2: 29,139 shares; 2025Q3: 28,992 shares; 2025Q4: 30,943 shares; 2026Q1: 30,033 shares; 2026Q2: 25,100 shares 25,100 $1.03M 0.13% -4,933 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: 1,761 shares; 2024Q4: 1,716 shares; 2025Q1: 1,803 shares; 2025Q2: 1,803 shares; 2025Q3: 1,808 shares; 2025Q4: 1,884 shares; 2026Q1: 1,947 shares; 2026Q2: 1,394 shares 1,394 $1.03M 0.13% -553 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: 6,880 shares; 2024Q4: 7,138 shares; 2025Q1: 6,482 shares; 2025Q2: 6,009 shares; 2025Q3: 5,757 shares; 2025Q4: 5,605 shares; 2026Q1: 4,627 shares; 2026Q2: 4,006 shares 4,006 $1.02M 0.13% -621 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,137 shares; 2024Q4: 1,137 shares; 2025Q1: 1,734 shares; 2025Q2: 13,269 shares; 2025Q3: 15,910 shares; 2025Q4: 15,093 shares; 2026Q1: 15,618 shares; 2026Q2: 20,771 shares 20,771 $1.01M 0.13% +5,153 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,346 shares; 2024Q4: 5,346 shares; 2025Q1: 5,346 shares; 2025Q2: 5,346 shares; 2025Q3: 5,346 shares; 2025Q4: 5,346 shares; 2026Q1: 5,346 shares; 2026Q2: 5,346 shares 5,346 $1.01M 0.13% 0 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,239 shares; 2024Q4: 3,902 shares; 2025Q1: 3,302 shares; 2025Q2: 3,775 shares; 2025Q3: 3,758 shares; 2025Q4: 2,898 shares; 2026Q1: 2,746 shares; 2026Q2: 2,732 shares 2,732 $989K 0.13% -14 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: 3,118 shares; 2024Q4: 3,409 shares; 2025Q1: 2,883 shares; 2025Q2: 3,808 shares; 2025Q3: 3,387 shares; 2025Q4: 3,901 shares; 2026Q1: 3,789 shares; 2026Q2: 3,535 shares 3,535 $975K 0.12% -254 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: 15,400 shares; 2024Q4: 24,380 shares; 2025Q1: 24,380 shares; 2025Q2: 24,380 shares; 2025Q3: 35,092 shares; 2025Q4: 43,779 shares; 2026Q1: 50,879 shares; 2026Q2: 47,189 shares 47,189 $968K 0.12% -3,690 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: 60,136 shares; 2024Q4: 46,241 shares; 2025Q1: 40,676 shares; 2025Q2: 35,344 shares; 2025Q3: 33,051 shares; 2025Q4: 26,400 shares; 2026Q1: 22,916 shares; 2026Q2: 22,490 shares 22,490 $952K 0.12% -426 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: 11,461 shares; 2025Q3: 16,029 shares; 2025Q4: 16,029 shares; 2026Q1: 17,813 shares; 2026Q2: 17,813 shares 17,813 $940K 0.12% 0 Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,825 shares; 2024Q4: 9,825 shares; 2025Q1: 9,825 shares; 2025Q2: 9,825 shares; 2025Q3: 9,825 shares; 2025Q4: 9,825 shares; 2026Q1: 9,825 shares; 2026Q2: 9,825 shares 9,825 $939K 0.12% 0 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,386 shares; 2024Q4: 20,645 shares; 2025Q1: 19,130 shares; 2025Q2: 19,257 shares; 2025Q3: 20,186 shares; 2025Q4: 20,254 shares; 2026Q1: 19,998 shares; 2026Q2: 19,640 shares 19,640 $933K 0.12% -358 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: 16,139 shares; 2024Q4: 14,812 shares; 2025Q1: 13,326 shares; 2025Q2: 13,077 shares; 2025Q3: 12,817 shares; 2025Q4: 10,144 shares; 2026Q1: 9,020 shares; 2026Q2: 6,995 shares 6,995 $899K 0.11% -2,025 Timeline DFUV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,920 shares; 2024Q4: 9,701 shares; 2025Q1: 16,918 shares; 2025Q2: 16,918 shares; 2025Q3: 16,918 shares; 2025Q4: 16,762 shares; 2026Q1: 16,762 shares; 2026Q2: 16,272 shares 16,272 $895K 0.11% -490 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: 984 shares; 2024Q4: 8,175 shares; 2025Q1: 6,885 shares; 2025Q2: 7,378 shares; 2025Q3: 6,873 shares; 2025Q4: 6,841 shares; 2026Q1: 6,398 shares; 2026Q2: 6,381 shares 6,381 $893K 0.11% -17 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: 4,435 shares; 2024Q4: 4,735 shares; 2025Q1: 4,735 shares; 2025Q2: 4,735 shares; 2025Q3: 4,624 shares; 2025Q4: 4,624 shares; 2026Q1: 4,518 shares; 2026Q2: 4,518 shares 4,518 $893K 0.11% 0 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: 1,365 shares; 2024Q4: 1,394 shares; 2025Q1: 1,200 shares; 2025Q2: 1,193 shares; 2025Q3: 1,140 shares; 2025Q4: 1,115 shares; 2026Q1: 919 shares; 2026Q2: 921 shares 921 $886K 0.11% +2 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,450 shares; 2024Q4: 1,448 shares; 2025Q1: 1,608 shares; 2025Q2: 1,598 shares; 2025Q3: 1,556 shares; 2025Q4: 1,300 shares; 2026Q1: 1,262 shares; 2026Q2: 1,257 shares 1,257 $863K 0.11% -5 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: 2,079 shares; 2024Q4: 2,308 shares; 2025Q1: 2,274 shares; 2025Q2: 2,211 shares; 2025Q3: 2,224 shares; 2025Q4: 2,184 shares; 2026Q1: 2,022 shares; 2026Q2: 2,049 shares 2,049 $835K 0.11% +27 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: 3,271 shares; 2024Q4: 3,271 shares; 2025Q1: 1,852 shares; 2025Q2: 5,627 shares; 2025Q3: 5,627 shares; 2025Q4: 5,136 shares; 2026Q1: 5,130 shares; 2026Q2: 8,627 shares 8,627 $832K 0.11% +3,497 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: 3,529 shares; 2024Q4: 4,492 shares; 2025Q1: 18,452 shares; 2025Q2: 5,955 shares; 2025Q3: 5,959 shares; 2025Q4: 4,274 shares; 2026Q1: 3,997 shares; 2026Q2: 4,000 shares 4,000 $828K 0.1% +3 Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,578 shares; 2024Q4: 17,949 shares; 2025Q1: 17,949 shares; 2025Q2: 17,949 shares; 2025Q3: 17,949 shares; 2025Q4: 17,949 shares; 2026Q1: 17,949 shares; 2026Q2: 17,949 shares 17,949 $796K 0.1% 0 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,661 shares; 2024Q4: 4,032 shares; 2025Q1: 3,555 shares; 2025Q2: 3,994 shares; 2025Q3: 4,442 shares; 2025Q4: 3,374 shares; 2026Q1: 3,194 shares; 2026Q2: 3,226 shares 3,226 $794K 0.1% +32 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: 3,142 shares; 2024Q4: 3,294 shares; 2025Q1: 2,798 shares; 2025Q2: 2,801 shares; 2025Q3: 2,501 shares; 2025Q4: 2,467 shares; 2026Q1: 2,467 shares; 2026Q2: 2,519 shares 2,519 $792K 0.1% +52 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: 43,987 shares; 2024Q4: 44,005 shares; 2025Q1: 44,115 shares; 2025Q2: 44,122 shares; 2025Q3: 44,122 shares; 2025Q4: 43,994 shares; 2026Q1: 25,494 shares; 2026Q2: 25,547 shares 25,547 $772K 0.1% +53 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,836 shares; 2024Q4: 1,836 shares; 2025Q1: 1,818 shares; 2025Q2: 2,028 shares; 2025Q3: 2,015 shares; 2025Q4: 1,974 shares; 2026Q1: 1,945 shares; 2026Q2: 1,927 shares 1,927 $759K 0.1% -18 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: 4,954 shares; 2024Q4: 4,886 shares; 2025Q1: 2,504 shares; 2025Q2: 2,298 shares; 2025Q3: 2,376 shares; 2025Q4: 2,376 shares; 2026Q1: 2,354 shares; 2026Q2: 9,417 shares 9,417 $759K 0.1% +7,063 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: 46,481 shares; 2024Q4: 46,652 shares; 2025Q1: 47,591 shares; 2025Q2: 44,603 shares; 2025Q3: 45,804 shares; 2025Q4: 39,181 shares; 2026Q1: 36,757 shares; 2026Q2: 36,516 shares 36,516 $756K 0.1% -241 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: 4,451 shares; 2024Q4: 4,569 shares; 2025Q1: 2,728 shares; 2025Q2: 2,710 shares; 2025Q3: 2,716 shares; 2025Q4: 2,794 shares; 2026Q1: 2,749 shares; 2026Q2: 1,884 shares 1,884 $748K 0.09% -865 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: 18,542 shares; 2024Q4: 17,675 shares; 2025Q1: 17,493 shares; 2025Q2: 13,734 shares; 2025Q3: 13,644 shares; 2025Q4: 13,328 shares; 2026Q1: 10,669 shares; 2026Q2: 10,203 shares 10,203 $734K 0.09% -466 Timeline DFAX DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 31,561 shares; 2024Q4: 35,557 shares; 2025Q1: 20,682 shares; 2025Q2: 20,468 shares; 2025Q3: 20,235 shares; 2025Q4: 19,970 shares; 2026Q1: 19,708 shares; 2026Q2: 19,479 shares 19,479 $718K 0.09% -229 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: 11,401 shares; 2024Q4: 11,401 shares; 2025Q1: 11,206 shares; 2025Q2: 11,267 shares; 2025Q3: 11,267 shares; 2025Q4: 10,972 shares; 2026Q1: 10,768 shares; 2026Q2: 9,350 shares 9,350 $706K 0.09% -1,418 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: 33 shares; 2024Q4: 1,296 shares; 2025Q1: 1,589 shares; 2025Q2: 1,512 shares; 2025Q3: 1,505 shares; 2025Q4: 1,642 shares; 2026Q1: 1,682 shares; 2026Q2: 1,628 shares 1,628 $706K 0.09% -54 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: 10,294 shares; 2024Q4: 11,231 shares; 2025Q1: 11,571 shares; 2025Q2: 3,591 shares; 2025Q3: 3,455 shares; 2025Q4: 3,187 shares; 2026Q1: 2,979 shares; 2026Q2: 2,213 shares 2,213 $693K 0.09% -766 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: 46,033 shares; 2024Q4: 45,702 shares; 2025Q1: 38,616 shares; 2025Q2: 33,854 shares; 2025Q3: 33,815 shares; 2025Q4: 36,355 shares; 2026Q1: 33,077 shares; 2026Q2: 28,616 shares 28,616 $689K 0.09% -4,461 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: 6,411 shares; 2024Q4: 6,393 shares; 2025Q1: 6,267 shares; 2025Q2: 4,763 shares; 2025Q3: 4,723 shares; 2025Q4: 4,685 shares; 2026Q1: 4,661 shares; 2026Q2: 4,626 shares 4,626 $677K 0.09% -35 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: 7,129 shares; 2024Q4: 7,227 shares; 2025Q1: 7,100 shares; 2025Q2: 23,009 shares; 2025Q3: 16,486 shares; 2025Q4: 10,154 shares; 2026Q1: 8,354 shares; 2026Q2: 6,164 shares 6,164 $663K 0.08% -2,190 Timeline DFAS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,251 shares; 2024Q4: 2,251 shares; 2025Q1: 8,157 shares; 2025Q2: 8,157 shares; 2025Q3: 7,914 shares; 2025Q4: 8,020 shares; 2026Q1: 8,020 shares; 2026Q2: 8,020 shares 8,020 $660K 0.08% 0 Timeline EME EMCOR GROUP INC More: the full row for EMCOR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 947 shares; 2024Q4: 1,034 shares; 2025Q1: 780 shares; 2025Q2: 780 shares; 2025Q3: 779 shares; 2025Q4: 1,008 shares; 2026Q1: 858 shares; 2026Q2: 788 shares 788 $654K 0.08% -70 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,497 shares; 2024Q4: 1,550 shares; 2025Q1: 1,546 shares; 2025Q2: 1,471 shares; 2025Q3: 1,456 shares; 2025Q4: 1,442 shares; 2026Q1: 1,450 shares; 2026Q2: 1,301 shares 1,301 $652K 0.08% -149 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,250 shares; 2024Q4: 23,900 shares; 2025Q1: 18,530 shares; 2025Q2: 18,530 shares; 2025Q3: 20,360 shares; 2025Q4: 20,360 shares; 2026Q1: 20,360 shares; 2026Q2: 20,360 shares 20,360 $650K 0.08% 0 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: 8,431 shares; 2024Q4: 8,431 shares; 2025Q1: 3,721 shares; 2025Q2: 8,738 shares; 2025Q3: 11,294 shares; 2025Q4: 11,294 shares; 2026Q1: 11,294 shares; 2026Q2: 11,443 shares 11,443 $646K 0.08% +149 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: 1,444 shares; 2025Q1: 1,396 shares; 2025Q2: 3,806 shares; 2025Q3: 3,837 shares; 2025Q4: 3,829 shares; 2026Q1: 3,809 shares; 2026Q2: 3,791 shares 3,791 $644K 0.08% -18 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: 2,269 shares; 2024Q4: 2,269 shares; 2025Q1: 2,232 shares; 2025Q2: 2,080 shares; 2025Q3: 2,081 shares; 2025Q4: 1,885 shares; 2026Q1: 1,846 shares; 2026Q2: 1,747 shares 1,747 $634K 0.08% -99 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,290 shares; 2024Q4: 1,443 shares; 2025Q1: 1,327 shares; 2025Q2: 1,302 shares; 2025Q3: 1,345 shares; 2025Q4: 1,397 shares; 2026Q1: 1,440 shares; 2026Q2: 1,214 shares 1,214 $623K 0.08% -226 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: 1,159 shares; 2024Q4: 1,599 shares; 2025Q1: 1,135 shares; 2025Q2: 1,209 shares; 2025Q3: 1,272 shares; 2025Q4: 1,370 shares; 2026Q1: 1,308 shares; 2026Q2: 1,478 shares 1,478 $621K 0.08% +170 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: 11,849 shares; 2024Q4: 8,787 shares; 2025Q1: 8,461 shares; 2025Q2: 7,166 shares; 2025Q3: 6,429 shares; 2025Q4: 8,072 shares; 2026Q1: 8,357 shares; 2026Q2: 8,612 shares 8,612 $616K 0.08% +255 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,732 shares; 2024Q4: 4,145 shares; 2025Q1: 4,045 shares; 2025Q2: 4,055 shares; 2025Q3: 4,050 shares; 2025Q4: 4,050 shares; 2026Q1: 4,390 shares; 2026Q2: 3,890 shares 3,890 $615K 0.08% -500 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: 6,403 shares; 2024Q4: 6,746 shares; 2025Q1: 6,351 shares; 2025Q2: 5,859 shares; 2025Q3: 5,812 shares; 2025Q4: 5,989 shares; 2026Q1: 5,773 shares; 2026Q2: 3,254 shares 3,254 $601K 0.08% -2,519 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: 3,969 shares; 2024Q4: 4,402 shares; 2025Q1: 4,034 shares; 2025Q2: 3,940 shares; 2025Q3: 3,738 shares; 2025Q4: 3,321 shares; 2026Q1: 2,896 shares; 2026Q2: 2,796 shares 2,796 $593K 0.08% -100 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: 7,155 shares; 2024Q4: 5,238 shares; 2025Q1: 4,872 shares; 2025Q2: 6,204 shares; 2025Q3: 6,215 shares; 2025Q4: 4,793 shares; 2026Q1: 4,782 shares; 2026Q2: 4,849 shares 4,849 $569K 0.07% +67 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: 2,139 shares; 2024Q4: 2,145 shares; 2025Q1: 2,173 shares; 2025Q2: 2,158 shares; 2025Q3: 2,159 shares; 2025Q4: 2,032 shares; 2026Q1: 1,782 shares; 2026Q2: 1,787 shares 1,787 $567K 0.07% +5 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: 4,025 shares; 2024Q4: 4,777 shares; 2025Q1: 4,846 shares; 2025Q2: 5,366 shares; 2025Q3: 5,376 shares; 2025Q4: 5,376 shares; 2026Q1: 5,964 shares; 2026Q2: 5,303 shares 5,303 $565K 0.07% -661 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,897 shares; 2024Q4: 1,928 shares; 2025Q1: 2,042 shares; 2025Q2: 1,897 shares; 2025Q3: 1,897 shares; 2025Q4: 1,897 shares; 2026Q1: 1,906 shares; 2026Q2: 1,871 shares 1,871 $562K 0.07% -35 Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,130 shares; 2024Q4: 4,090 shares; 2025Q1: 4,090 shares; 2025Q2: 4,155 shares; 2025Q3: 4,155 shares; 2025Q4: 4,860 shares; 2026Q1: 4,860 shares; 2026Q2: 4,505 shares 4,505 $562K 0.07% -355 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: 2,094 shares; 2024Q4: 2,433 shares; 2025Q1: 2,510 shares; 2025Q2: 3,526 shares; 2025Q3: 3,526 shares; 2025Q4: 3,426 shares; 2026Q1: 3,556 shares; 2026Q2: 3,421 shares 3,421 $562K 0.07% -135 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: 3,839 shares; 2024Q4: 3,855 shares; 2025Q1: 3,392 shares; 2025Q2: 3,392 shares; 2025Q3: 3,361 shares; 2025Q4: 2,997 shares; 2026Q1: 3,056 shares; 2026Q2: 2,446 shares 2,446 $548K 0.07% -610 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: 4,825 shares; 2024Q4: 4,825 shares; 2025Q1: 4,825 shares; 2025Q2: 4,825 shares; 2025Q3: 4,825 shares; 2025Q4: 4,825 shares; 2026Q1: 4,825 shares; 2026Q2: 4,825 shares 4,825 $532K 0.07% 0 Timeline DFAT DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,279 shares; 2024Q4: 3,988 shares; 2025Q1: 7,762 shares; 2025Q2: 7,762 shares; 2025Q3: 7,426 shares; 2025Q4: 7,426 shares; 2026Q1: 7,296 shares; 2026Q2: 7,279 shares 7,279 $509K 0.06% -17 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,093 shares; 2024Q4: 3,062 shares; 2025Q1: 3,030 shares; 2025Q2: 2,413 shares; 2025Q3: 2,413 shares; 2025Q4: 2,406 shares; 2026Q1: 2,350 shares; 2026Q2: 2,292 shares 2,292 $507K 0.06% -58 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: 6,557 shares; 2024Q4: 6,478 shares; 2025Q1: 6,011 shares; 2025Q2: 6,027 shares; 2025Q3: 5,300 shares; 2025Q4: 5,292 shares; 2026Q1: 5,670 shares; 2026Q2: 6,133 shares 6,133 $507K 0.06% +463 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: 5,672 shares; 2024Q4: 5,461 shares; 2025Q1: 5,189 shares; 2025Q2: 3,626 shares; 2025Q3: 3,415 shares; 2025Q4: 3,402 shares; 2026Q1: 3,131 shares; 2026Q2: 3,065 shares 3,065 $504K 0.06% -66 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,975 shares; 2024Q4: 11,567 shares; 2025Q1: 11,567 shares; 2025Q2: 11,601 shares; 2025Q3: 15,761 shares; 2025Q4: 15,761 shares; 2026Q1: 15,761 shares; 2026Q2: 16,928 shares 16,928 $498K 0.06% +1,167 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: 9,042 shares; 2024Q4: 9,740 shares; 2025Q1: 8,989 shares; 2025Q2: 8,913 shares; 2025Q3: 8,865 shares; 2025Q4: 7,908 shares; 2026Q1: 7,302 shares; 2026Q2: 5,451 shares 5,451 $495K 0.06% -1,851 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,331 shares; 2024Q4: 10,217 shares; 2025Q1: 10,119 shares; 2025Q2: 10,117 shares; 2025Q3: 10,117 shares; 2025Q4: 15,723 shares; 2026Q1: 14,042 shares; 2026Q2: 9,122 shares 9,122 $495K 0.06% -4,920 Timeline PEY INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,994 shares; 2024Q4: 19,760 shares; 2025Q1: 15,703 shares; 2025Q2: 21,297 shares; 2025Q3: 21,297 shares; 2025Q4: 21,178 shares; 2026Q1: 20,947 shares; 2026Q2: 20,859 shares 20,859 $489K 0.06% -88 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: 1,966 shares; 2024Q4: 1,966 shares; 2025Q1: 1,920 shares; 2025Q2: 1,920 shares; 2025Q3: 1,920 shares; 2025Q4: 1,920 shares; 2026Q1: 1,920 shares; 2026Q2: 1,920 shares 1,920 $484K 0.06% 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: 748 shares; 2024Q4: 691 shares; 2025Q1: 673 shares; 2025Q2: 673 shares; 2025Q3: 673 shares; 2025Q4: 689 shares; 2026Q1: 686 shares; 2026Q2: 681 shares 681 $479K 0.06% -5 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: 4,516 shares; 2024Q4: 6,318 shares; 2025Q1: 5,254 shares; 2025Q2: 4,896 shares; 2025Q3: 5,501 shares; 2025Q4: 5,902 shares; 2026Q1: 5,510 shares; 2026Q2: 5,191 shares 5,191 $476K 0.06% -319 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: 12,523 shares; 2024Q4: 12,500 shares; 2025Q1: 12,977 shares; 2025Q2: 12,944 shares; 2025Q3: 12,952 shares; 2025Q4: 10,743 shares; 2026Q1: 10,553 shares; 2026Q2: 5,897 shares 5,897 $461K 0.06% -4,656 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: 248 shares; 2024Q4: 261 shares; 2025Q1: 339 shares; 2025Q2: 342 shares; 2025Q3: 340 shares; 2025Q4: 340 shares; 2026Q1: 383 shares; 2026Q2: 600 shares 600 $458K 0.06% +217 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: 12,995 shares; 2024Q4: 10,017 shares; 2025Q1: 9,214 shares; 2025Q2: 9,237 shares; 2025Q3: 9,004 shares; 2025Q4: 8,799 shares; 2026Q1: 8,769 shares; 2026Q2: 7,794 shares 7,794 $449K 0.06% -975 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,725 shares; 2024Q4: 2,506 shares; 2025Q1: 1,969 shares; 2025Q2: 1,692 shares; 2025Q3: 1,759 shares; 2025Q4: 1,735 shares; 2026Q1: 1,739 shares; 2026Q2: 1,242 shares 1,242 $440K 0.06% -497 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: 65 shares; 2024Q4: 482 shares; 2025Q1: 107 shares; 2025Q2: 1,009 shares; 2025Q3: 1,279 shares; 2025Q4: 1,309 shares; 2026Q1: 1,307 shares; 2026Q2: 1,015 shares 1,015 $438K 0.06% -292 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: 1,466 shares; 2024Q4: 1,567 shares; 2025Q1: 1,483 shares; 2025Q2: 1,486 shares; 2025Q3: 1,484 shares; 2025Q4: 1,333 shares; 2026Q1: 1,333 shares; 2026Q2: 1,313 shares 1,313 $434K 0.05% -20 Timeline LH LABCORP HOLDINGS INC More: the full row for LABCORP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,669 shares; 2024Q4: 1,722 shares; 2025Q1: 1,719 shares; 2025Q2: 1,715 shares; 2025Q3: 1,625 shares; 2025Q4: 1,614 shares; 2026Q1: 1,614 shares; 2026Q2: 1,513 shares 1,513 $424K 0.05% -101 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: 4,313 shares; 2024Q4: 4,239 shares; 2025Q1: 4,094 shares; 2025Q2: 5,057 shares; 2025Q3: 4,792 shares; 2025Q4: 4,702 shares; 2026Q1: 4,529 shares; 2026Q2: 4,529 shares 4,529 $422K 0.05% 0 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 443 shares; 2024Q4: 1,333 shares; 2025Q1: 1,190 shares; 2025Q2: 2,718 shares; 2025Q3: 3,905 shares; 2025Q4: 3,906 shares; 2026Q1: 3,504 shares; 2026Q2: 3,602 shares 3,602 $420K 0.05% +98 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: 235 shares; 2024Q4: 1,605 shares; 2025Q1: 3,242 shares; 2025Q2: 3,902 shares; 2025Q3: 3,779 shares; 2025Q4: 3,779 shares; 2026Q1: 3,860 shares; 2026Q2: 3,860 shares 3,860 $415K 0.05% 0 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,908 shares; 2024Q4: 3,265 shares; 2025Q1: 3,274 shares; 2025Q2: 2,722 shares; 2025Q3: 2,658 shares; 2025Q4: 2,609 shares; 2026Q1: 2,595 shares; 2026Q2: 2,544 shares 2,544 $407K 0.05% -51 Timeline IUSV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,689 shares; 2024Q4: 3,689 shares; 2025Q1: 3,689 shares; 2025Q2: 3,689 shares; 2025Q3: 3,689 shares; 2025Q4: 3,689 shares; 2026Q1: 3,689 shares; 2026Q2: 3,689 shares 3,689 $406K 0.05% 0 Timeline FERG FERGUSON ENTERPRISES INC More: the full row for FERGUSON ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,430 shares; 2024Q4: 1,562 shares; 2025Q1: 1,430 shares; 2025Q2: 2,091 shares; 2025Q3: 1,777 shares; 2025Q4: 1,711 shares; 2026Q1: 1,711 shares; 2026Q2: 1,711 shares 1,711 $406K 0.05% 0 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,970 shares; 2024Q4: 5,465 shares; 2025Q1: 5,291 shares; 2025Q2: 7,146 shares; 2025Q3: 7,099 shares; 2025Q4: 5,009 shares; 2026Q1: 4,850 shares; 2026Q2: 4,898 shares 4,898 $392K 0.05% +48 Timeline EOS EATON VANCE ENHANCED EQUITY More: the full row for EATON VANCE ENHANCED EQUITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 264 shares; 2024Q4: 17,764 shares; 2025Q1: 17,764 shares; 2025Q2: 17,764 shares; 2025Q3: 17,764 shares; 2025Q4: 17,764 shares; 2026Q1: 17,764 shares; 2026Q2: 17,764 shares 17,764 $392K 0.05% 0 Timeline QQQE DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,181 shares; 2024Q4: 3,181 shares; 2025Q1: 3,181 shares; 2025Q2: 3,181 shares; 2025Q3: 3,181 shares; 2025Q4: 3,181 shares; 2026Q1: 3,181 shares; 2026Q2: 3,181 shares 3,181 $388K 0.05% 0 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: 176 shares; 2024Q4: 214 shares; 2025Q1: 102 shares; 2025Q2: 99 shares; 2025Q3: 2,147 shares; 2025Q4: 13,514 shares; 2026Q1: 2,754 shares; 2026Q2: 3,905 shares 3,905 $388K 0.05% +1,151 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: 1,993 shares; 2024Q4: 2,071 shares; 2025Q1: 2,025 shares; 2025Q2: 2,002 shares; 2025Q3: 1,820 shares; 2025Q4: 1,680 shares; 2026Q1: 1,579 shares; 2026Q2: 1,554 shares 1,554 $370K 0.05% -25 Timeline BINC BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,518 shares; 2024Q4: 4,525 shares; 2025Q1: not reported; 2025Q2: 3,646 shares; 2025Q3: 4,098 shares; 2025Q4: 4,122 shares; 2026Q1: 4,419 shares; 2026Q2: 6,990 shares 6,990 $366K 0.05% +2,571 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: 92,002 shares; 2024Q4: 92,051 shares; 2025Q1: 87,026 shares; 2025Q2: 81,228 shares; 2025Q3: 62,127 shares; 2025Q4: 29,090 shares; 2026Q1: 22,461 shares; 2026Q2: 14,611 shares 14,611 $359K 0.05% -7,850 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 366 shares; 2024Q4: 473 shares; 2025Q1: 938 shares; 2025Q2: 747 shares; 2025Q3: 747 shares; 2025Q4: 717 shares; 2026Q1: 719 shares; 2026Q2: 719 shares 719 $356K 0.05% 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: 1,579 shares; 2024Q4: 1,661 shares; 2025Q1: 1,561 shares; 2025Q2: 1,577 shares; 2025Q3: 1,619 shares; 2025Q4: 1,641 shares; 2026Q1: 1,587 shares; 2026Q2: 1,496 shares 1,496 $356K 0.05% -91 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,646 shares; 2024Q4: 1,649 shares; 2025Q1: 1,583 shares; 2025Q2: 1,575 shares; 2025Q3: 1,578 shares; 2025Q4: 1,580 shares; 2026Q1: 1,580 shares; 2026Q2: 1,580 shares 1,580 $352K 0.04% 0 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 254 shares; 2024Q4: 266 shares; 2025Q1: 300 shares; 2025Q2: 314 shares; 2025Q3: 314 shares; 2025Q4: 310 shares; 2026Q1: 310 shares; 2026Q2: 310 shares 310 $351K 0.04% 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: 20,755 shares; 2024Q4: 20,755 shares; 2025Q1: 20,755 shares; 2025Q2: 20,195 shares; 2025Q3: 20,195 shares; 2025Q4: 20,195 shares; 2026Q1: 20,195 shares; 2026Q2: 6,945 shares 6,945 $350K 0.04% -13,250 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: 3,466 shares; 2024Q4: 523 shares; 2025Q1: 907 shares; 2025Q2: 980 shares; 2025Q3: 1,012 shares; 2025Q4: 690 shares; 2026Q1: 735 shares; 2026Q2: 674 shares 674 $350K 0.04% -61 Timeline DFEM DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,208 shares; 2024Q4: 6,537 shares; 2025Q1: 6,537 shares; 2025Q2: 6,108 shares; 2025Q3: 5,889 shares; 2025Q4: 5,889 shares; 2026Q1: 5,624 shares; 2026Q2: 8,542 shares 8,542 $347K 0.04% +2,918 Timeline QLTA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,127 shares; 2024Q4: 3,127 shares; 2025Q1: not reported; 2025Q2: 10,846 shares; 2025Q3: 10,846 shares; 2025Q4: 10,694 shares; 2026Q1: 8,149 shares; 2026Q2: 7,276 shares 7,276 $346K 0.04% -873 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: 3,844 shares; 2024Q4: 3,418 shares; 2025Q1: 3,103 shares; 2025Q2: 3,098 shares; 2025Q3: 3,078 shares; 2025Q4: 3,100 shares; 2026Q1: 4,414 shares; 2026Q2: 3,558 shares 3,558 $341K 0.04% -856 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: 4,400 shares; 2024Q4: 4,675 shares; 2025Q1: 5,017 shares; 2025Q2: 5,017 shares; 2025Q3: 5,017 shares; 2025Q4: 5,388 shares; 2026Q1: 5,388 shares; 2026Q2: 3,459 shares 3,459 $334K 0.04% -1,929 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: 4,742 shares; 2024Q4: 5,167 shares; 2025Q1: 4,898 shares; 2025Q2: 4,932 shares; 2025Q3: 5,161 shares; 2025Q4: 5,288 shares; 2026Q1: 5,304 shares; 2026Q2: 4,510 shares 4,510 $331K 0.04% -794 Timeline JGRO 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: 43 shares; 2024Q4: 43 shares; 2025Q1: 1,418 shares; 2025Q2: 1,418 shares; 2025Q3: 2,534 shares; 2025Q4: 2,534 shares; 2026Q1: 3,287 shares; 2026Q2: 3,287 shares 3,287 $324K 0.04% 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: 2,058 shares; 2024Q4: 2,041 shares; 2025Q1: 590 shares; 2025Q2: 2,108 shares; 2025Q3: 2,108 shares; 2025Q4: 2,108 shares; 2026Q1: 2,108 shares; 2026Q2: 2,108 shares 2,108 $321K 0.04% 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: 1,564 shares; 2024Q4: 1,463 shares; 2025Q1: 1,348 shares; 2025Q2: 1,103 shares; 2025Q3: 1,069 shares; 2025Q4: 1,096 shares; 2026Q1: 1,103 shares; 2026Q2: 1,101 shares 1,101 $320K 0.04% -2 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: 5,189 shares; 2024Q4: 4,841 shares; 2025Q1: 3,963 shares; 2025Q2: 3,910 shares; 2025Q3: 4,351 shares; 2025Q4: 3,187 shares; 2026Q1: 3,155 shares; 2026Q2: 3,775 shares 3,775 $319K 0.04% +620 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: 1,756 shares; 2024Q4: 1,796 shares; 2025Q1: 1,758 shares; 2025Q2: 1,755 shares; 2025Q3: 1,721 shares; 2025Q4: 1,732 shares; 2026Q1: 1,357 shares; 2026Q2: 1,329 shares 1,329 $316K 0.04% -28 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: 1,069 shares; 2024Q4: 1,324 shares; 2025Q1: 1,228 shares; 2025Q2: 1,245 shares; 2025Q3: 1,193 shares; 2025Q4: 1,073 shares; 2026Q1: 1,070 shares; 2026Q2: 1,070 shares 1,070 $316K 0.04% 0 Timeline DFIC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,136 shares; 2024Q4: 2,730 shares; 2025Q1: 2,382 shares; 2025Q2: 2,382 shares; 2025Q3: 1,505 shares; 2025Q4: 1,505 shares; 2026Q1: 971 shares; 2026Q2: 8,393 shares 8,393 $313K 0.04% +7,422 Timeline LFUS LITTELFUSE INC More: the full row for LITTELFUSE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 930 shares; 2024Q4: 936 shares; 2025Q1: 900 shares; 2025Q2: 885 shares; 2025Q3: 885 shares; 2025Q4: 745 shares; 2026Q1: 745 shares; 2026Q2: 680 shares 680 $310K 0.04% -65 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 590 shares; 2024Q4: 590 shares; 2025Q1: 590 shares; 2025Q2: 590 shares; 2025Q3: 590 shares; 2025Q4: 590 shares; 2026Q1: 590 shares; 2026Q2: 590 shares 590 $308K 0.04% 0 Timeline DFNM DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,912 shares; 2024Q4: 5,913 shares; 2025Q1: 5,859 shares; 2025Q2: 5,921 shares; 2025Q3: 5,831 shares; 2025Q4: 6,152 shares; 2026Q1: 6,457 shares; 2026Q2: 6,375 shares 6,375 $308K 0.04% -82 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 876 shares; 2024Q4: 957 shares; 2025Q1: 876 shares; 2025Q2: 878 shares; 2025Q3: 876 shares; 2025Q4: 840 shares; 2026Q1: 840 shares; 2026Q2: 665 shares 665 $305K 0.04% -175 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,470 shares; 2024Q4: 1,547 shares; 2025Q1: 2,492 shares; 2025Q2: 2,288 shares; 2025Q3: 1,268 shares; 2025Q4: 1,253 shares; 2026Q1: 1,253 shares; 2026Q2: 1,253 shares 1,253 $304K 0.04% 0 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: 657 shares; 2024Q4: 1,128 shares; 2025Q1: 179 shares; 2025Q2: 197 shares; 2025Q3: 388 shares; 2025Q4: 573 shares; 2026Q1: 561 shares; 2026Q2: 521 shares 521 $303K 0.04% -40 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: 762 shares; 2024Q4: 790 shares; 2025Q1: 909 shares; 2025Q2: 922 shares; 2025Q3: 922 shares; 2025Q4: 1,022 shares; 2026Q1: 1,022 shares; 2026Q2: 2,527 shares 2,527 $302K 0.04% +1,505 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: 15,868 shares; 2024Q4: 16,892 shares; 2025Q1: 17,980 shares; 2025Q2: 17,512 shares; 2025Q3: 11,364 shares; 2025Q4: 8,756 shares; 2026Q1: 7,865 shares; 2026Q2: 3,787 shares 3,787 $300K 0.04% -4,078 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: 13,880 shares; 2024Q4: 13,998 shares; 2025Q1: 14,322 shares; 2025Q2: 12,039 shares; 2025Q3: 9,976 shares; 2025Q4: 7,266 shares; 2026Q1: 6,823 shares; 2026Q2: 4,160 shares 4,160 $299K 0.04% -2,663 Timeline PAVE GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,400 shares; 2024Q4: 5,400 shares; 2025Q1: 5,400 shares; 2025Q2: 5,400 shares; 2025Q3: 5,400 shares; 2025Q4: 5,400 shares; 2026Q1: 5,000 shares; 2026Q2: 5,000 shares 5,000 $295K 0.04% 0 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: 55 shares; 2024Q4: 53 shares; 2025Q1: 164 shares; 2025Q2: 256 shares; 2025Q3: 256 shares; 2025Q4: 269 shares; 2026Q1: 246 shares; 2026Q2: 719 shares 719 $294K 0.04% +473 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: 2,342 shares; 2024Q4: 2,218 shares; 2025Q1: 2,173 shares; 2025Q2: 2,173 shares; 2025Q3: 2,139 shares; 2025Q4: 2,139 shares; 2026Q1: 2,139 shares; 2026Q2: 2,139 shares 2,139 $294K 0.04% 0 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,062 shares; 2024Q4: 2,377 shares; 2025Q1: 2,105 shares; 2025Q2: 2,076 shares; 2025Q3: 2,076 shares; 2025Q4: 2,076 shares; 2026Q1: 2,076 shares; 2026Q2: 2,026 shares 2,026 $293K 0.04% -50 Timeline SJNK 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: 11,700 shares; 2024Q4: 11,700 shares; 2025Q1: 11,700 shares; 2025Q2: 11,700 shares; 2025Q3: 11,700 shares; 2025Q4: 11,700 shares; 2026Q1: 11,700 shares; 2026Q2: 11,700 shares 11,700 $293K 0.04% 0 Timeline CLOA BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,962 shares; 2024Q4: 4,877 shares; 2025Q1: not reported; 2025Q2: 2,235 shares; 2025Q3: 2,246 shares; 2025Q4: 4,357 shares; 2026Q1: 5,320 shares; 2026Q2: 5,641 shares 5,641 $293K 0.04% +321 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,376 shares; 2024Q4: 1,568 shares; 2025Q1: 1,389 shares; 2025Q2: 1,389 shares; 2025Q3: 1,389 shares; 2025Q4: 1,379 shares; 2026Q1: 1,142 shares; 2026Q2: 1,142 shares 1,142 $292K 0.04% 0 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,923 shares; 2024Q4: 1,618 shares; 2025Q1: 1,548 shares; 2025Q2: 1,548 shares; 2025Q3: 1,548 shares; 2025Q4: 2,559 shares; 2026Q1: 2,447 shares; 2026Q2: 2,447 shares 2,447 $291K 0.04% 0 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,151 shares; 2024Q4: 1,151 shares; 2025Q1: 1,151 shares; 2025Q2: 1,151 shares; 2025Q3: 1,151 shares; 2025Q4: 1,151 shares; 2026Q1: 1,151 shares; 2026Q2: 1,361 shares 1,361 $290K 0.04% +210 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: 3,866 shares; 2024Q4: 4,410 shares; 2025Q1: 4,703 shares; 2025Q2: 4,504 shares; 2025Q3: 1,810 shares; 2025Q4: 1,914 shares; 2026Q1: 1,677 shares; 2026Q2: 1,414 shares 1,414 $290K 0.04% -263 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: 426 shares; 2024Q4: 470 shares; 2025Q1: 295 shares; 2025Q2: 293 shares; 2025Q3: 293 shares; 2025Q4: 291 shares; 2026Q1: 288 shares; 2026Q2: 291 shares 291 $284K 0.04% +3 Timeline NTRA NATERA INC More: the full row for NATERA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,229 shares; 2024Q4: 1,325 shares; 2025Q1: 1,149 shares; 2025Q2: 1,095 shares; 2025Q3: 1,043 shares; 2025Q4: 1,043 shares; 2026Q1: 1,048 shares; 2026Q2: 1,048 shares 1,048 $284K 0.04% 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: 14,851 shares; 2024Q4: 16,661 shares; 2025Q1: 3,620 shares; 2025Q2: 3,620 shares; 2025Q3: 3,529 shares; 2025Q4: 2,254 shares; 2026Q1: 2,077 shares; 2026Q2: 2,042 shares 2,042 $279K 0.04% -35 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: 775 shares; 2024Q4: 775 shares; 2025Q1: 775 shares; 2025Q2: 775 shares; 2025Q3: 750 shares; 2025Q4: 750 shares; 2026Q1: 750 shares; 2026Q2: 750 shares 750 $278K 0.04% 0 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: 55,633 shares; 2024Q4: 60,419 shares; 2025Q1: 57,176 shares; 2025Q2: 63,101 shares; 2025Q3: 53,353 shares; 2025Q4: 35,125 shares; 2026Q1: 19,123 shares; 2026Q2: 14,184 shares 14,184 $271K 0.03% -4,939 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: 15,796 shares; 2024Q4: 14,251 shares; 2025Q1: 13,228 shares; 2025Q2: 9,400 shares; 2025Q3: 6,683 shares; 2025Q4: 2,487 shares; 2026Q1: 1,574 shares; 2026Q2: 1,544 shares 1,544 $271K 0.03% -30 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: 2,318 shares; 2024Q4: 2,281 shares; 2025Q1: 1,929 shares; 2025Q2: 1,917 shares; 2025Q3: 1,917 shares; 2025Q4: 1,917 shares; 2026Q1: 1,917 shares; 2026Q2: 3,084 shares 3,084 $271K 0.03% +1,167 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: 449 shares; 2024Q4: 669 shares; 2025Q1: 458 shares; 2025Q2: 429 shares; 2025Q3: 429 shares; 2025Q4: 391 shares; 2026Q1: 399 shares; 2026Q2: 378 shares 378 $270K 0.03% -21 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: 1,453 shares; 2024Q4: 1,457 shares; 2025Q1: 1,457 shares; 2025Q2: 1,474 shares; 2025Q3: 1,470 shares; 2025Q4: 1,470 shares; 2026Q1: 1,470 shares; 2026Q2: 1,470 shares 1,470 $269K 0.03% 0 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,589 shares; 2024Q4: 2,593 shares; 2025Q1: 2,755 shares; 2025Q2: 2,672 shares; 2025Q3: 2,703 shares; 2025Q4: 2,711 shares; 2026Q1: 2,624 shares; 2026Q2: 1,258 shares 1,258 $268K 0.03% -1,366 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,026 shares; 2024Q4: 2,085 shares; 2025Q1: 1,755 shares; 2025Q2: 1,665 shares; 2025Q3: 1,663 shares; 2025Q4: 1,663 shares; 2026Q1: 1,663 shares; 2026Q2: 1,651 shares 1,651 $267K 0.03% -12 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,140 shares; 2024Q4: 3,991 shares; 2025Q1: 8,217 shares; 2025Q2: 5,294 shares; 2025Q3: 5,439 shares; 2025Q4: 5,384 shares; 2026Q1: 5,342 shares; 2026Q2: 5,275 shares 5,275 $267K 0.03% -67 Timeline DFAI DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,417 shares; 2024Q4: 2,417 shares; 2025Q1: 2,417 shares; 2025Q2: 2,417 shares; 2025Q3: 2,417 shares; 2025Q4: 2,859 shares; 2026Q1: 2,859 shares; 2026Q2: 6,458 shares 6,458 $266K 0.03% +3,599 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,263 shares; 2024Q4: 5,764 shares; 2025Q1: 3,144 shares; 2025Q2: 2,856 shares; 2025Q3: 2,786 shares; 2025Q4: 2,783 shares; 2026Q1: 2,830 shares; 2026Q2: 2,830 shares 2,830 $262K 0.03% 0 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 982 shares; 2024Q4: 1,042 shares; 2025Q1: 563 shares; 2025Q2: 639 shares; 2025Q3: 1,045 shares; 2025Q4: 1,162 shares; 2026Q1: 1,101 shares; 2026Q2: 1,205 shares 1,205 $261K 0.03% +104 Timeline DFSD DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,453 shares 5,453 $260K 0.03% new Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 343 shares; 2024Q4: 447 shares; 2025Q1: 339 shares; 2025Q2: 425 shares; 2025Q3: 339 shares; 2025Q4: 339 shares; 2026Q1: 413 shares; 2026Q2: 344 shares 344 $260K 0.03% -69 Timeline NDAQ NASDAQ INC More: the full row for NASDAQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,442 shares; 2024Q4: 6,961 shares; 2025Q1: 6,631 shares; 2025Q2: 4,858 shares; 2025Q3: 4,867 shares; 2025Q4: 4,755 shares; 2026Q1: 4,749 shares; 2026Q2: 3,259 shares 3,259 $257K 0.03% -1,490 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: 1,254 shares; 2024Q4: 683 shares; 2025Q1: 1,812 shares; 2025Q2: 1,783 shares; 2025Q3: 1,741 shares; 2025Q4: 1,741 shares; 2026Q1: 1,741 shares; 2026Q2: 1,741 shares 1,741 $254K 0.03% 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: 8,550 shares; 2024Q4: 8,221 shares; 2025Q1: 6,037 shares; 2025Q2: 5,954 shares; 2025Q3: 2,954 shares; 2025Q4: 2,944 shares; 2026Q1: 2,956 shares; 2026Q2: 1,815 shares 1,815 $253K 0.03% -1,141 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: 775 shares; 2024Q4: 718 shares; 2025Q1: 553 shares; 2025Q2: 583 shares; 2025Q3: 554 shares; 2025Q4: 294 shares; 2026Q1: 255 shares; 2026Q2: 218 shares 218 $251K 0.03% -37 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,910 shares; 2024Q4: 3,867 shares; 2025Q1: 3,529 shares; 2025Q2: 3,471 shares; 2025Q3: 3,899 shares; 2025Q4: 2,081 shares; 2026Q1: 2,144 shares; 2026Q2: 2,541 shares 2,541 $250K 0.03% +397 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: 1,878 shares; 2024Q4: 2,522 shares; 2025Q1: 2,522 shares; 2025Q2: 2,488 shares; 2025Q3: 1,595 shares; 2025Q4: 1,595 shares; 2026Q1: 1,595 shares; 2026Q2: 1,595 shares 1,595 $249K 0.03% 0 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,066 shares; 2024Q4: 1,087 shares; 2025Q1: 994 shares; 2025Q2: 1,055 shares; 2025Q3: 2,138 shares; 2025Q4: 1,978 shares; 2026Q1: 1,599 shares; 2026Q2: 1,586 shares 1,586 $249K 0.03% -13 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: 1,191 shares; 2024Q4: 4,628 shares; 2025Q1: 2,076 shares; 2025Q2: 1,118 shares; 2025Q3: 1,118 shares; 2025Q4: 1,334 shares; 2026Q1: 1,334 shares; 2026Q2: 1,300 shares 1,300 $248K 0.03% -34 Timeline AVEM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,884 shares; 2026Q2: 2,547 shares 2,547 $246K 0.03% -337 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: 5,413 shares; 2024Q4: 6,630 shares; 2025Q1: 6,492 shares; 2025Q2: 6,312 shares; 2025Q3: 5,778 shares; 2025Q4: 7,078 shares; 2026Q1: 5,785 shares; 2026Q2: 5,685 shares 5,685 $242K 0.03% -100 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,063 shares; 2024Q4: 8,323 shares; 2025Q1: 7,251 shares; 2025Q2: 7,011 shares; 2025Q3: 7,056 shares; 2025Q4: 4,365 shares; 2026Q1: 3,658 shares; 2026Q2: 3,538 shares 3,538 $242K 0.03% -120 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 589 shares; 2024Q4: 553 shares; 2025Q1: 514 shares; 2025Q2: 491 shares; 2025Q3: 529 shares; 2025Q4: 518 shares; 2026Q1: 518 shares; 2026Q2: 537 shares 537 $240K 0.03% +19 Timeline CGBL CAPITAL GROUP CORE BALANCED More: the full row for CAPITAL GROUP CORE BALANCED 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: 6,211 shares 6,211 $236K 0.03% new 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: 866 shares; 2024Q4: 1,343 shares; 2025Q1: 1,080 shares; 2025Q2: 1,145 shares; 2025Q3: 1,120 shares; 2025Q4: 1,548 shares; 2026Q1: 1,216 shares; 2026Q2: 1,645 shares 1,645 $235K 0.03% +429 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: 705 shares; 2024Q4: 824 shares; 2025Q1: 712 shares; 2025Q2: 711 shares; 2025Q3: 213 shares; 2025Q4: 756 shares; 2026Q1: 2,253 shares; 2026Q2: 2,793 shares 2,793 $233K 0.03% +540 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: 485 shares; 2024Q4: 844 shares; 2025Q1: 608 shares; 2025Q2: 598 shares; 2025Q3: 601 shares; 2025Q4: 659 shares; 2026Q1: 620 shares; 2026Q2: 860 shares 860 $233K 0.03% +240 Timeline XLB SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,495 shares 4,495 $232K 0.03% new 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: 892 shares; 2024Q4: 955 shares; 2025Q1: 1,443 shares; 2025Q2: 1,468 shares; 2025Q3: 1,157 shares; 2025Q4: 1,232 shares; 2026Q1: 1,223 shares; 2026Q2: 1,106 shares 1,106 $231K 0.03% -117 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,043 shares; 2024Q4: 1,149 shares; 2025Q1: 1,055 shares; 2025Q2: 893 shares; 2025Q3: 867 shares; 2025Q4: 877 shares; 2026Q1: 842 shares; 2026Q2: 1,037 shares 1,037 $227K 0.03% +195 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: 5,101 shares; 2024Q4: 5,838 shares; 2025Q1: 4,761 shares; 2025Q2: 4,255 shares; 2025Q3: 4,485 shares; 2025Q4: 2,317 shares; 2026Q1: 2,062 shares; 2026Q2: 2,060 shares 2,060 $226K 0.03% -2 Timeline JEPQ J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,056 shares; 2024Q4: 1,056 shares; 2025Q1: 1,056 shares; 2025Q2: 1,091 shares; 2025Q3: 3,614 shares; 2025Q4: 3,605 shares; 2026Q1: 3,605 shares; 2026Q2: 3,648 shares 3,648 $224K 0.03% +43 Timeline DNL WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,900 shares; 2024Q4: 4,900 shares; 2025Q1: 4,900 shares; 2025Q2: 4,900 shares; 2025Q3: 4,900 shares; 2025Q4: 4,900 shares; 2026Q1: 4,900 shares; 2026Q2: 4,900 shares 4,900 $224K 0.03% 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: 2,518 shares; 2024Q4: 2,871 shares; 2025Q1: 2,736 shares; 2025Q2: 2,595 shares; 2025Q3: 2,746 shares; 2025Q4: 2,732 shares; 2026Q1: 2,759 shares; 2026Q2: 2,745 shares 2,745 $220K 0.03% -14 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: 347 shares; 2024Q4: 347 shares; 2025Q1: 588 shares; 2025Q2: 125 shares; 2025Q3: 2,126 shares; 2025Q4: 2,126 shares; 2026Q1: 2,599 shares; 2026Q2: 2,384 shares 2,384 $219K 0.03% -215 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,476 shares; 2025Q4: 2,476 shares; 2026Q1: 2,476 shares; 2026Q2: 2,476 shares 2,476 $215K 0.03% 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: 1,002 shares; 2024Q4: 987 shares; 2025Q1: 804 shares; 2025Q2: 800 shares; 2025Q3: 803 shares; 2025Q4: 763 shares; 2026Q1: 763 shares; 2026Q2: 734 shares 734 $212K 0.03% -29 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: 2,161 shares; 2024Q4: 2,457 shares; 2025Q1: 2,211 shares; 2025Q2: 2,194 shares; 2025Q3: 2,182 shares; 2025Q4: 2,445 shares; 2026Q1: 2,423 shares; 2026Q2: 2,185 shares 2,185 $212K 0.03% -238 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: 3,699 shares; 2024Q4: 2,347 shares; 2025Q1: 2,349 shares; 2025Q2: 2,213 shares; 2025Q3: 2,180 shares; 2025Q4: 2,180 shares; 2026Q1: 2,180 shares; 2026Q2: 2,464 shares 2,464 $209K 0.03% +284 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: 541 shares; 2024Q4: 764 shares; 2025Q1: 606 shares; 2025Q2: 607 shares; 2025Q3: 607 shares; 2025Q4: 606 shares; 2026Q1: 599 shares; 2026Q2: 608 shares 608 $207K 0.03% +9 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,806 shares; 2024Q4: 2,922 shares; 2025Q1: 10,642 shares; 2025Q2: 10,083 shares; 2025Q3: 10,083 shares; 2025Q4: 10,253 shares; 2026Q1: 10,299 shares; 2026Q2: 9,097 shares 9,097 $207K 0.03% -1,202 Timeline WSM WILLIAMS SONOMA INC More: the full row for WILLIAMS SONOMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,156 shares; 2024Q4: 1,197 shares; 2025Q1: 1,127 shares; 2025Q2: 770 shares; 2025Q3: 770 shares; 2025Q4: 940 shares; 2026Q1: 940 shares; 2026Q2: 886 shares 886 $206K 0.03% -54 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: 1,785 shares; 2024Q4: 1,023 shares; 2025Q1: 1,031 shares; 2025Q2: 1,043 shares; 2025Q3: 1,048 shares; 2025Q4: 1,034 shares; 2026Q1: 1,013 shares; 2026Q2: 1,020 shares 1,020 $206K 0.03% +7 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: 1,035 shares; 2024Q4: 1,085 shares; 2025Q1: 1,183 shares; 2025Q2: 1,179 shares; 2025Q3: 1,184 shares; 2025Q4: 1,329 shares; 2026Q1: 1,319 shares; 2026Q2: 593 shares 593 $204K 0.03% -726 Timeline MPLX MPLX LP More: the full row for MPLX LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,492 shares; 2024Q4: 3,492 shares; 2025Q1: 3,492 shares; 2025Q2: 3,492 shares; 2025Q3: 3,492 shares; 2025Q4: 3,492 shares; 2026Q1: 3,492 shares; 2026Q2: 3,592 shares 3,592 $202K 0.03% +100 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: 881 shares 881 $197K 0.02% new 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: 587 shares; 2024Q4: 692 shares; 2025Q1: 605 shares; 2025Q2: 605 shares; 2025Q3: 603 shares; 2025Q4: 710 shares; 2026Q1: 651 shares; 2026Q2: 1,175 shares 1,175 $197K 0.02% +524 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: 332 shares; 2024Q4: 339 shares; 2025Q1: 335 shares; 2025Q2: 333 shares; 2025Q3: 333 shares; 2025Q4: 423 shares; 2026Q1: 412 shares; 2026Q2: 375 shares 375 $196K 0.02% -37 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: 2,769 shares; 2024Q4: 2,676 shares; 2025Q1: 2,665 shares; 2025Q2: 2,655 shares; 2025Q3: 2,655 shares; 2025Q4: 2,616 shares; 2026Q1: 2,688 shares; 2026Q2: 2,733 shares 2,733 $196K 0.02% +45 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: 881 shares 881 $195K 0.02% new 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: 131 shares; 2024Q4: 143 shares; 2025Q1: 124 shares; 2025Q2: 119 shares; 2025Q3: 119 shares; 2025Q4: 81 shares; 2026Q1: 75 shares; 2026Q2: 644 shares 644 $194K 0.02% +569 Timeline UL UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,765 shares; 2026Q1: 7,785 shares; 2026Q2: 3,151 shares 3,151 $189K 0.02% -4,634 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: 17,497 shares; 2024Q4: 17,497 shares; 2025Q1: 17,497 shares; 2025Q2: 17,497 shares; 2025Q3: 17,497 shares; 2025Q4: 17,497 shares; 2026Q1: 17,497 shares; 2026Q2: 17,497 shares 17,497 $189K 0.02% 0 Timeline GPC GENUINE PARTS CO More: the full row for GENUINE PARTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,991 shares; 2024Q4: 2,673 shares; 2025Q1: 2,676 shares; 2025Q2: 2,657 shares; 2025Q3: 2,657 shares; 2025Q4: 2,571 shares; 2026Q1: 2,142 shares; 2026Q2: 1,600 shares 1,600 $189K 0.02% -542 Timeline DHI D R HORTON INC More: the full row for D R HORTON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 572 shares; 2024Q4: 449 shares; 2025Q1: 428 shares; 2025Q2: 717 shares; 2025Q3: 1,681 shares; 2025Q4: 948 shares; 2026Q1: 1,164 shares; 2026Q2: 1,148 shares 1,148 $187K 0.02% -16 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 564 shares; 2024Q4: 547 shares; 2025Q1: 676 shares; 2025Q2: 601 shares; 2025Q3: 526 shares; 2025Q4: 515 shares; 2026Q1: 515 shares; 2026Q2: 515 shares 515 $186K 0.02% 0 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 226 shares; 2024Q4: 246 shares; 2025Q1: 231 shares; 2025Q2: 324 shares; 2025Q3: 354 shares; 2025Q4: 487 shares; 2026Q1: 472 shares; 2026Q2: 465 shares 465 $185K 0.02% -7 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: 1,761 shares; 2024Q4: 1,461 shares; 2025Q1: 1,461 shares; 2025Q2: 636 shares; 2025Q3: 636 shares; 2025Q4: 636 shares; 2026Q1: 636 shares; 2026Q2: 636 shares 636 $185K 0.02% 0 Timeline L LOEWS CORP More: the full row for LOEWS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,859 shares; 2024Q4: 1,961 shares; 2025Q1: 1,868 shares; 2025Q2: 1,668 shares; 2025Q3: 1,668 shares; 2025Q4: 1,668 shares; 2026Q1: 1,668 shares; 2026Q2: 1,615 shares 1,615 $183K 0.02% -53 Timeline SRV NXG CUSHING MIDSTREAM ENERGY More: the full row for NXG CUSHING MIDSTREAM ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,148 shares; 2024Q4: 3,148 shares; 2025Q1: 3,148 shares; 2025Q2: 3,148 shares; 2025Q3: 3,148 shares; 2025Q4: 3,148 shares; 2026Q1: 3,148 shares; 2026Q2: 3,648 shares 3,648 $183K 0.02% +500 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: 918 shares; 2024Q4: 650 shares; 2025Q1: 600 shares; 2025Q2: 600 shares; 2025Q3: 600 shares; 2025Q4: 600 shares; 2026Q1: 600 shares; 2026Q2: 600 shares 600 $179K 0.02% 0 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 114 shares; 2024Q4: not reported; 2025Q1: 22 shares; 2025Q2: 45 shares; 2025Q3: 45 shares; 2025Q4: 45 shares; 2026Q1: 45 shares; 2026Q2: 1,883 shares 1,883 $176K 0.02% +1,838 Timeline DUHP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 806 shares; 2024Q4: 806 shares; 2025Q1: 806 shares; 2025Q2: 806 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,208 shares 4,208 $176K 0.02% new 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: 3,564 shares; 2024Q4: 3,564 shares; 2025Q1: 3,564 shares; 2025Q2: 3,564 shares; 2025Q3: 2,816 shares; 2025Q4: 2,745 shares; 2026Q1: 2,745 shares; 2026Q2: 2,745 shares 2,745 $175K 0.02% 0 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,227 shares; 2024Q4: 1,358 shares; 2025Q1: 1,240 shares; 2025Q2: 1,304 shares; 2025Q3: 1,479 shares; 2025Q4: 1,668 shares; 2026Q1: 1,375 shares; 2026Q2: 6,365 shares 6,365 $174K 0.02% +4,990 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: 6,003 shares; 2024Q4: 4,906 shares; 2025Q1: 4,906 shares; 2025Q2: 4,906 shares; 2025Q3: 4,906 shares; 2025Q4: 4,906 shares; 2026Q1: 4,906 shares; 2026Q2: 2,906 shares 2,906 $173K 0.02% -2,000 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,961 shares; 2024Q4: 3,007 shares; 2025Q1: 1,689 shares; 2025Q2: 2,846 shares; 2025Q3: 3,599 shares; 2025Q4: 5,524 shares; 2026Q1: 5,524 shares; 2026Q2: 5,403 shares 5,403 $173K 0.02% -121 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: 7,209 shares; 2024Q4: 7,236 shares; 2025Q1: 7,267 shares; 2025Q2: 6,763 shares; 2025Q3: 6,763 shares; 2025Q4: 6,020 shares; 2026Q1: 5,533 shares; 2026Q2: 5,654 shares 5,654 $172K 0.02% +121 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: 5,002 shares; 2024Q4: 5,515 shares; 2025Q1: 4,594 shares; 2025Q2: 9,014 shares; 2025Q3: 8,833 shares; 2025Q4: 4,523 shares; 2026Q1: 3,575 shares; 2026Q2: 3,575 shares 3,575 $172K 0.02% 0 Timeline AME AMETEK INC More: the full row for AMETEK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 670 shares; 2024Q4: 796 shares; 2025Q1: 719 shares; 2025Q2: 701 shares; 2025Q3: 701 shares; 2025Q4: 701 shares; 2026Q1: 707 shares; 2026Q2: 709 shares 709 $172K 0.02% +2 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: 1,700 shares; 2024Q4: 1,700 shares; 2025Q1: 1,635 shares; 2025Q2: 1,592 shares; 2025Q3: 1,592 shares; 2025Q4: 1,592 shares; 2026Q1: 1,500 shares; 2026Q2: 1,500 shares 1,500 $171K 0.02% 0 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,800 shares; 2024Q4: 2,800 shares; 2025Q1: 2,800 shares; 2025Q2: 2,800 shares; 2025Q3: 2,800 shares; 2025Q4: 2,800 shares; 2026Q1: 2,800 shares; 2026Q2: 2,800 shares 2,800 $170K 0.02% 0 Timeline CIEN CIENA CORP More: the full row for CIENA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,067 shares; 2024Q4: 1,067 shares; 2025Q1: 1,044 shares; 2025Q2: 1,044 shares; 2025Q3: 619 shares; 2025Q4: 237 shares; 2026Q1: 247 shares; 2026Q2: 345 shares 345 $169K 0.02% +98 Timeline EXP EAGLE MATLS INC More: the full row for EAGLE MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 275 shares; 2024Q4: 689 shares; 2025Q1: 518 shares; 2025Q2: 513 shares; 2025Q3: 508 shares; 2025Q4: 814 shares; 2026Q1: 814 shares; 2026Q2: 744 shares 744 $167K 0.02% -70 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: 1,094 shares 1,094 $165K 0.02% new 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: 501 shares; 2024Q4: 501 shares; 2025Q1: 484 shares; 2025Q2: 484 shares; 2025Q3: 472 shares; 2025Q4: 472 shares; 2026Q1: 472 shares; 2026Q2: 472 shares 472 $162K 0.02% 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: 1,524 shares; 2024Q4: 1,643 shares; 2025Q1: 1,435 shares; 2025Q2: 1,560 shares; 2025Q3: 1,514 shares; 2025Q4: 1,536 shares; 2026Q1: 1,386 shares; 2026Q2: 1,235 shares 1,235 $161K 0.02% -151 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: 1,170 shares; 2024Q4: 1,020 shares; 2025Q1: 1,185 shares; 2025Q2: 1,207 shares; 2025Q3: 1,207 shares; 2025Q4: 1,337 shares; 2026Q1: 1,337 shares; 2026Q2: 248 shares 248 $159K 0.02% -1,089 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: 1,570 shares; 2024Q4: 1,515 shares; 2025Q1: 1,515 shares; 2025Q2: 1,440 shares; 2025Q3: 1,440 shares; 2025Q4: 1,440 shares; 2026Q1: 991 shares; 2026Q2: 991 shares 991 $157K 0.02% 0 Timeline OCIO 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: 5,075 shares; 2024Q4: 5,075 shares; 2025Q1: 5,291 shares; 2025Q2: 5,291 shares; 2025Q3: 5,291 shares; 2025Q4: 3,696 shares; 2026Q1: 4,156 shares; 2026Q2: 4,156 shares 4,156 $157K 0.02% 0 Timeline CMS CMS ENERGY CORP More: the full row for CMS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,001 shares; 2024Q4: 2,006 shares; 2025Q1: 2,030 shares; 2025Q2: 2,046 shares; 2025Q3: 2,041 shares; 2025Q4: 2,041 shares; 2026Q1: 2,038 shares; 2026Q2: 2,022 shares 2,022 $155K 0.02% -16 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: 14,132 shares; 2024Q4: 11,742 shares; 2025Q1: 11,160 shares; 2025Q2: 9,890 shares; 2025Q3: 9,440 shares; 2025Q4: 3,451 shares; 2026Q1: 3,451 shares; 2026Q2: 3,201 shares 3,201 $154K 0.02% -250 Timeline SPYD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,751 shares; 2025Q1: 2,012 shares; 2025Q2: 2,445 shares; 2025Q3: 2,947 shares; 2025Q4: 2,947 shares; 2026Q1: 3,286 shares; 2026Q2: 3,124 shares 3,124 $151K 0.02% -162 Timeline IWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,069 shares; 2024Q4: 2,632 shares; 2025Q1: 2,632 shares; 2025Q2: 1,435 shares; 2025Q3: 1,435 shares; 2025Q4: 1,435 shares; 2026Q1: 1,435 shares; 2026Q2: 1,435 shares 1,435 $151K 0.02% 0 Timeline VIGI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,600 shares; 2024Q4: 1,600 shares; 2025Q1: 1,600 shares; 2025Q2: 1,600 shares; 2025Q3: 1,600 shares; 2025Q4: 1,600 shares; 2026Q1: 1,600 shares; 2026Q2: 1,600 shares 1,600 $149K 0.02% 0 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 684 shares; 2024Q4: 684 shares; 2025Q1: 684 shares; 2025Q2: 657 shares; 2025Q3: 657 shares; 2025Q4: 657 shares; 2026Q1: 657 shares; 2026Q2: 651 shares 651 $148K 0.02% -6 Timeline WSO WATSCO INC More: the full row for WATSCO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 399 shares; 2024Q4: 394 shares; 2025Q1: 394 shares; 2025Q2: 379 shares; 2025Q3: 397 shares; 2025Q4: 327 shares; 2026Q1: 374 shares; 2026Q2: 354 shares 354 $148K 0.02% -20 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: 600 shares; 2024Q4: 1,287 shares; 2025Q1: 1,375 shares; 2025Q2: 1,319 shares; 2025Q3: 1,315 shares; 2025Q4: 1,315 shares; 2026Q1: 1,494 shares; 2026Q2: 1,494 shares 1,494 $147K 0.02% 0 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,670 shares; 2024Q4: 1,735 shares; 2025Q1: 1,531 shares; 2025Q2: 1,288 shares; 2025Q3: 1,320 shares; 2025Q4: 1,302 shares; 2026Q1: 1,352 shares; 2026Q2: 1,416 shares 1,416 $147K 0.02% +64 Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 648 shares; 2024Q4: 720 shares; 2025Q1: 650 shares; 2025Q2: 652 shares; 2025Q3: 652 shares; 2025Q4: 652 shares; 2026Q1: 652 shares; 2026Q2: 652 shares 652 $146K 0.02% 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: 1,200 shares; 2024Q4: 1,200 shares; 2025Q1: 1,157 shares; 2025Q2: 1,100 shares; 2025Q3: 1,100 shares; 2025Q4: 1,100 shares; 2026Q1: 1,100 shares; 2026Q2: 1,100 shares 1,100 $146K 0.02% 0 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,184 shares; 2024Q4: 1,227 shares; 2025Q1: 1,146 shares; 2025Q2: 1,122 shares; 2025Q3: 1,165 shares; 2025Q4: 938 shares; 2026Q1: 639 shares; 2026Q2: 637 shares 637 $145K 0.02% -2 Timeline CGGE CAPITAL GROUP GLOBAL EQUITY More: the full row for CAPITAL GROUP GLOBAL EQUITY 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: 4,122 shares 4,122 $144K 0.02% new Timeline RJF RAYMOND JAMES FINL INC More: the full row for RAYMOND JAMES FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,495 shares; 2024Q4: 2,735 shares; 2025Q1: 746 shares; 2025Q2: 974 shares; 2025Q3: 974 shares; 2025Q4: 939 shares; 2026Q1: 939 shares; 2026Q2: 939 shares 939 $143K 0.02% 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: 2,270 shares; 2024Q4: 4,544 shares; 2025Q1: 4,337 shares; 2025Q2: 4,293 shares; 2025Q3: 4,238 shares; 2025Q4: 1,658 shares; 2026Q1: 1,238 shares; 2026Q2: 1,238 shares 1,238 $142K 0.02% 0 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,974 shares; 2024Q4: 3,589 shares; 2025Q1: 3,592 shares; 2025Q2: 3,613 shares; 2025Q3: 3,600 shares; 2025Q4: 1,862 shares; 2026Q1: 1,672 shares; 2026Q2: 903 shares 903 $142K 0.02% -769 Timeline HEGD LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,787 shares; 2025Q1: 2,850 shares; 2025Q2: 8,166 shares; 2025Q3: 8,166 shares; 2025Q4: 5,846 shares; 2026Q1: 4,798 shares; 2026Q2: 5,283 shares 5,283 $141K 0.02% +485 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: 371 shares; 2024Q4: 385 shares; 2025Q1: 379 shares; 2025Q2: 371 shares; 2025Q3: 379 shares; 2025Q4: 452 shares; 2026Q1: 458 shares; 2026Q2: 415 shares 415 $140K 0.02% -43 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: 6,471 shares; 2024Q4: 6,471 shares; 2025Q1: 6,000 shares; 2025Q2: 6,000 shares; 2025Q3: 6,000 shares; 2025Q4: 6,000 shares; 2026Q1: 6,000 shares; 2026Q2: 1,000 shares 1,000 $137K 0.02% -5,000 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: 7,000 shares; 2024Q4: 7,000 shares; 2025Q1: 7,000 shares; 2025Q2: 7,000 shares; 2025Q3: 7,000 shares; 2025Q4: 7,000 shares; 2026Q1: 7,000 shares; 2026Q2: 7,000 shares 7,000 $136K 0.02% 0 Timeline NFJ VIRTUS DIVIDEND INTEREST & P More: the full row for VIRTUS DIVIDEND INTEREST & P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,863 shares; 2024Q4: 8,863 shares; 2025Q1: 8,863 shares; 2025Q2: 8,863 shares; 2025Q3: 8,863 shares; 2025Q4: 8,863 shares; 2026Q1: 8,863 shares; 2026Q2: 8,863 shares 8,863 $133K 0.02% 0 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 704 shares; 2024Q4: 746 shares; 2025Q1: 406 shares; 2025Q2: 296 shares; 2025Q3: 274 shares; 2025Q4: 288 shares; 2026Q1: 258 shares; 2026Q2: 258 shares 258 $132K 0.02% 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: not reported; 2025Q4: not reported; 2026Q1: 331 shares; 2026Q2: 331 shares 331 $131K 0.02% 0 Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,897 shares; 2024Q4: 1,697 shares; 2025Q1: 1,697 shares; 2025Q2: 2,809 shares; 2025Q3: 2,809 shares; 2025Q4: 2,809 shares; 2026Q1: 2,809 shares; 2026Q2: 2,809 shares 2,809 $130K 0.02% 0 Timeline DES WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,342 shares; 2024Q4: 7,342 shares; 2025Q1: 4,319 shares; 2025Q2: 3,242 shares; 2025Q3: 3,242 shares; 2025Q4: 3,242 shares; 2026Q1: 3,157 shares; 2026Q2: 3,157 shares 3,157 $128K 0.02% 0 Timeline FNDA 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: not reported; 2026Q1: not reported; 2026Q2: 3,350 shares 3,350 $128K 0.02% new Timeline AZN ASTRAZENECA PLC More: the full row for ASTRAZENECA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,392 shares; 2026Q1: 684 shares; 2026Q2: 661 shares 661 $126K 0.02% -23 Timeline MGRC MCGRATH RENTCORP More: the full row for MCGRATH RENTCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,580 shares; 2024Q4: 1,555 shares; 2025Q1: 1,555 shares; 2025Q2: 1,475 shares; 2025Q3: 1,475 shares; 2025Q4: 1,115 shares; 2026Q1: 1,115 shares; 2026Q2: 1,035 shares 1,035 $125K 0.02% -80 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: 570 shares; 2024Q4: 570 shares; 2025Q1: 702 shares; 2025Q2: 570 shares; 2025Q3: 570 shares; 2025Q4: 570 shares; 2026Q1: 570 shares; 2026Q2: 570 shares 570 $125K 0.02% 0 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 675 shares; 2024Q4: 850 shares; 2025Q1: 706 shares; 2025Q2: 725 shares; 2025Q3: 618 shares; 2025Q4: 604 shares; 2026Q1: 627 shares; 2026Q2: 621 shares 621 $125K 0.02% -6 Timeline GSLC GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 575 shares; 2024Q4: 575 shares; 2025Q1: 575 shares; 2025Q2: 874 shares; 2025Q3: 874 shares; 2025Q4: 874 shares; 2026Q1: 874 shares; 2026Q2: 874 shares 874 $124K 0.02% 0 Timeline VTEL VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,493 shares; 2025Q4: 1,493 shares; 2026Q1: 1,161 shares; 2026Q2: 1,161 shares 1,161 $122K 0.02% 0 Timeline Q QNITY ELECTRONICS INC More: the full row for QNITY ELECTRONICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 664 shares; 2026Q1: 611 shares; 2026Q2: 745 shares 745 $122K 0.02% +134 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: 92 shares; 2024Q4: 133 shares; 2025Q1: 99 shares; 2025Q2: 102 shares; 2025Q3: 102 shares; 2025Q4: 97 shares; 2026Q1: 295 shares; 2026Q2: 291 shares 291 $121K 0.02% -4 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: 275 shares; 2024Q4: 275 shares; 2025Q1: 278 shares; 2025Q2: 233 shares; 2025Q3: 233 shares; 2025Q4: 233 shares; 2026Q1: 208 shares; 2026Q2: 208 shares 208 $120K 0.02% 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: 2,825 shares; 2024Q4: 2,555 shares; 2025Q1: 1,634 shares; 2025Q2: 1,634 shares; 2025Q3: 1,262 shares; 2025Q4: 1,262 shares; 2026Q1: 1,656 shares; 2026Q2: 1,540 shares 1,540 $120K 0.02% -116 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,500 shares; 2025Q3: 3,500 shares; 2025Q4: 3,500 shares; 2026Q1: 3,500 shares; 2026Q2: 3,600 shares 3,600 $120K 0.02% +100 Timeline CGCB CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,700 shares; 2024Q4: 1,700 shares; 2025Q1: 1,700 shares; 2025Q2: 2,375 shares; 2025Q3: 2,375 shares; 2025Q4: 2,375 shares; 2026Q1: 2,375 shares; 2026Q2: 4,509 shares 4,509 $119K 0.02% +2,134 Timeline CINF CINCINNATI FINL CORP More: the full row for CINCINNATI FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 634 shares; 2024Q4: 703 shares; 2025Q1: 634 shares; 2025Q2: 639 shares; 2025Q3: 639 shares; 2025Q4: 639 shares; 2026Q1: 639 shares; 2026Q2: 639 shares 639 $118K 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: 1,286 shares; 2024Q4: 1,029 shares; 2025Q1: 1,377 shares; 2025Q2: 1,229 shares; 2025Q3: 1,256 shares; 2025Q4: 944 shares; 2026Q1: 820 shares; 2026Q2: 305 shares 305 $118K 0.01% -515 Timeline PFFV GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,325 shares; 2026Q2: 5,325 shares 5,325 $118K 0.01% 0 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,362 shares; 2024Q4: 2,167 shares; 2025Q1: 2,116 shares; 2025Q2: 2,011 shares; 2025Q3: 1,937 shares; 2025Q4: 1,764 shares; 2026Q1: 2,013 shares; 2026Q2: 2,113 shares 2,113 $117K 0.01% +100 Timeline VDE VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,356 shares; 2024Q4: 1,356 shares; 2025Q1: 1,589 shares; 2025Q2: 1,688 shares; 2025Q3: 1,688 shares; 2025Q4: 2,050 shares; 2026Q1: 2,035 shares; 2026Q2: 778 shares 778 $117K 0.01% -1,257 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: 3,560 shares; 2024Q4: 3,545 shares; 2025Q1: 3,545 shares; 2025Q2: 3,320 shares; 2025Q3: 3,320 shares; 2025Q4: 2,415 shares; 2026Q1: 2,415 shares; 2026Q2: 2,240 shares 2,240 $116K 0.01% -175 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,030 shares; 2024Q4: 1,665 shares; 2025Q1: 1,431 shares; 2025Q2: 1,513 shares; 2025Q3: 1,507 shares; 2025Q4: 1,012 shares; 2026Q1: 1,008 shares; 2026Q2: 754 shares 754 $116K 0.01% -254 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,030 shares; 2024Q4: 3,042 shares; 2025Q1: 2,867 shares; 2025Q2: 3,040 shares; 2025Q3: 3,009 shares; 2025Q4: 1,993 shares; 2026Q1: 1,926 shares; 2026Q2: 1,912 shares 1,912 $115K 0.01% -14 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: 990 shares; 2024Q4: 990 shares; 2025Q1: 990 shares; 2025Q2: 990 shares; 2025Q3: 990 shares; 2025Q4: 990 shares; 2026Q1: 990 shares; 2026Q2: 700 shares 700 $115K 0.01% -290 Timeline DON WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,429 shares; 2024Q4: 5,429 shares; 2025Q1: 3,293 shares; 2025Q2: 2,067 shares; 2025Q3: 2,067 shares; 2025Q4: 2,067 shares; 2026Q1: 2,012 shares; 2026Q2: 2,012 shares 2,012 $114K 0.01% 0 Timeline BTT BLACKROCK MUN TARGET TERM TR More: the full row for BLACKROCK MUN TARGET TERM TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,000 shares; 2024Q4: 5,000 shares; 2025Q1: 5,000 shares; 2025Q2: 5,000 shares; 2025Q3: 5,000 shares; 2025Q4: 5,000 shares; 2026Q1: 5,000 shares; 2026Q2: 5,000 shares 5,000 $114K 0.01% 0 Timeline IVOO 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: 880 shares; 2024Q4: 880 shares; 2025Q1: 880 shares; 2025Q2: 880 shares; 2025Q3: 880 shares; 2025Q4: 880 shares; 2026Q1: 880 shares; 2026Q2: 880 shares 880 $114K 0.01% 0 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,023 shares; 2024Q4: 2,980 shares; 2025Q1: 2,154 shares; 2025Q2: 2,113 shares; 2025Q3: 2,066 shares; 2025Q4: 2,196 shares; 2026Q1: 2,172 shares; 2026Q2: 2,132 shares 2,132 $112K 0.01% -40 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: 429 shares; 2024Q4: 430 shares; 2025Q1: 438 shares; 2025Q2: 438 shares; 2025Q3: 428 shares; 2025Q4: 402 shares; 2026Q1: 402 shares; 2026Q2: 393 shares 393 $111K 0.01% -9 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: 1,284 shares; 2024Q4: 1,313 shares; 2025Q1: 1,285 shares; 2025Q2: 1,310 shares; 2025Q3: 1,308 shares; 2025Q4: 1,308 shares; 2026Q1: 717 shares; 2026Q2: 717 shares 717 $111K 0.01% 0 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: 196 shares; 2024Q4: 868 shares; 2025Q1: 755 shares; 2025Q2: 762 shares; 2025Q3: 761 shares; 2025Q4: 638 shares; 2026Q1: 630 shares; 2026Q2: 628 shares 628 $111K 0.01% -2 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,019 shares; 2024Q4: 1,194 shares; 2025Q1: 853 shares; 2025Q2: 849 shares; 2025Q3: 823 shares; 2025Q4: 801 shares; 2026Q1: 831 shares; 2026Q2: 815 shares 815 $110K 0.01% -16 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,784 shares; 2024Q4: 1,755 shares; 2025Q1: 1,670 shares; 2025Q2: 1,606 shares; 2025Q3: 1,556 shares; 2025Q4: 1,492 shares; 2026Q1: 1,359 shares; 2026Q2: 1,156 shares 1,156 $109K 0.01% -203 Timeline GLTR ABRDN PRECIOUS METALS BASKET More: the full row for ABRDN PRECIOUS METALS BASKET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 394 shares; 2024Q4: 394 shares; 2025Q1: 394 shares; 2025Q2: 394 shares; 2025Q3: 394 shares; 2025Q4: 561 shares; 2026Q1: 601 shares; 2026Q2: 601 shares 601 $109K 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: 448 shares; 2024Q4: 2,311 shares; 2025Q1: 2,383 shares; 2025Q2: 3,226 shares; 2025Q3: 3,226 shares; 2025Q4: 3,514 shares; 2026Q1: 3,503 shares; 2026Q2: 3,405 shares 3,405 $108K 0.01% -98 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: 2,171 shares; 2024Q4: 2,171 shares; 2025Q1: 2,200 shares; 2025Q2: 2,196 shares; 2025Q3: 2,173 shares; 2025Q4: 2,145 shares; 2026Q1: 2,149 shares; 2026Q2: 784 shares 784 $108K 0.01% -1,365 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,742 shares; 2024Q4: 1,722 shares; 2025Q1: 1,701 shares; 2025Q2: 1,521 shares; 2025Q3: 1,412 shares; 2025Q4: 2,168 shares; 2026Q1: 2,127 shares; 2026Q2: 2,147 shares 2,147 $105K 0.01% +20 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: 4,326 shares; 2024Q4: 4,944 shares; 2025Q1: 4,855 shares; 2025Q2: 4,860 shares; 2025Q3: 4,865 shares; 2025Q4: 1,389 shares; 2026Q1: 863 shares; 2026Q2: 867 shares 867 $105K 0.01% +4 Timeline TFPN TIDAL TRUST II More: the full row for TIDAL TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,164 shares; 2024Q4: 3,164 shares; 2025Q1: 3,287 shares; 2025Q2: 3,530 shares; 2025Q3: 3,530 shares; 2025Q4: 2,396 shares; 2026Q1: 2,527 shares; 2026Q2: 3,298 shares 3,298 $104K 0.01% +771 Timeline BOND PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,100 shares; 2025Q4: 1,100 shares; 2026Q1: 1,100 shares; 2026Q2: 1,100 shares 1,100 $102K 0.01% 0 Timeline PYLD PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,800 shares; 2025Q4: 3,800 shares; 2026Q1: 3,800 shares; 2026Q2: 3,800 shares 3,800 $101K 0.01% 0 Timeline RQI COHEN & STEERS QUALITY INCOM More: the full row for COHEN & STEERS QUALITY INCOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,000 shares; 2024Q4: 6,000 shares; 2025Q1: 6,000 shares; 2025Q2: 6,000 shares; 2025Q3: 6,000 shares; 2025Q4: 6,000 shares; 2026Q1: 8,018 shares; 2026Q2: 8,018 shares 8,018 $100K 0.01% 0 Timeline GNRC GENERAC HLDGS INC More: the full row for GENERAC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,217 shares; 2024Q4: 1,332 shares; 2025Q1: 1,332 shares; 2025Q2: 1,334 shares; 2025Q3: 1,344 shares; 2025Q4: 1,344 shares; 2026Q1: 1,344 shares; 2026Q2: 341 shares 341 $99.8K 0.01% -1,003 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: 440 shares; 2024Q4: 2,137 shares; 2025Q1: 2,356 shares; 2025Q2: 2,121 shares; 2025Q3: 1,546 shares; 2025Q4: 1,546 shares; 2026Q1: 2,408 shares; 2026Q2: 2,408 shares 2,408 $99.8K 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: 6,383 shares; 2024Q4: 3,344 shares; 2025Q1: 2,765 shares; 2025Q2: 2,122 shares; 2025Q3: 2,125 shares; 2025Q4: 1,381 shares; 2026Q1: 1,913 shares; 2026Q2: 1,709 shares 1,709 $98.8K 0.01% -204 Timeline CGDV CAPITAL GROUP DIVIDEND VALUE More: the full row for CAPITAL GROUP DIVIDEND VALUE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,461 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,991 shares 1,991 $98.1K 0.01% new Timeline IWC 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: 488 shares 488 $97.6K 0.01% new 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: 13 shares; 2024Q4: 17 shares; 2025Q1: 158 shares; 2025Q2: 159 shares; 2025Q3: 157 shares; 2025Q4: 157 shares; 2026Q1: 165 shares; 2026Q2: 135 shares 135 $97.3K 0.01% -30 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: 6,779 shares; 2024Q4: 5,749 shares; 2025Q1: 4,838 shares; 2025Q2: 3,814 shares; 2025Q3: 3,379 shares; 2025Q4: 1,337 shares; 2026Q1: 1,156 shares; 2026Q2: 1,208 shares 1,208 $97.1K 0.01% +52 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: 264 shares; 2024Q4: 264 shares; 2025Q1: 264 shares; 2025Q2: 264 shares; 2025Q3: 264 shares; 2025Q4: 264 shares; 2026Q1: 264 shares; 2026Q2: 264 shares 264 $96.6K 0.01% 0 Timeline CGDG CAPITAL GROUP DIVIDEND GROWE More: the full row for CAPITAL GROUP DIVIDEND GROWE 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: 2,542 shares 2,542 $96.3K 0.01% new 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: 2,345 shares; 2024Q4: 2,792 shares; 2025Q1: 2,641 shares; 2025Q2: 2,476 shares; 2025Q3: 2,476 shares; 2025Q4: 2,705 shares; 2026Q1: 2,705 shares; 2026Q2: 2,490 shares 2,490 $95.4K 0.01% -215 Timeline CGMM CAPITAL GROUP EQUITY ETF TR More: the full row for CAPITAL GROUP EQUITY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,886 shares 2,886 $94.3K 0.01% new 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: 5,856 shares; 2024Q4: 6,786 shares; 2025Q1: 6,564 shares; 2025Q2: 9,634 shares; 2025Q3: 9,139 shares; 2025Q4: 3,888 shares; 2026Q1: 3,070 shares; 2026Q2: 2,020 shares 2,020 $93.9K 0.01% -1,050 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: 6,705 shares; 2024Q4: 6,167 shares; 2025Q1: 5,820 shares; 2025Q2: 5,820 shares; 2025Q3: 4,820 shares; 2025Q4: 2,320 shares; 2026Q1: 2,200 shares; 2026Q2: 2,200 shares 2,200 $93.3K 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: 338 shares; 2024Q4: 556 shares; 2025Q1: 346 shares; 2025Q2: 338 shares; 2025Q3: 338 shares; 2025Q4: 338 shares; 2026Q1: 338 shares; 2026Q2: 346 shares 346 $93K 0.01% +8 Timeline NXG NXG NEXTGEN INFRASTR INCM FD More: the full row for NXG NEXTGEN INFRASTR INCM 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: 1,433 shares 1,433 $92.7K 0.01% new Timeline UHAL-B U HAUL HOLDING COMPANY More: the full row for U HAUL HOLDING COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,593 shares; 2024Q4: 1,608 shares; 2025Q1: 1,595 shares; 2025Q2: 1,597 shares; 2025Q3: 1,598 shares; 2025Q4: 1,600 shares; 2026Q1: 1,602 shares; 2026Q2: 1,603 shares 1,603 $92.5K 0.01% +1 Timeline RELX RELX PLC More: the full row for RELX PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,794 shares; 2024Q4: 3,599 shares; 2025Q1: 3,588 shares; 2025Q2: 3,377 shares; 2025Q3: 3,377 shares; 2025Q4: 3,150 shares; 2026Q1: 3,150 shares; 2026Q2: 2,915 shares 2,915 $92.3K 0.01% -235 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 66 shares; 2024Q4: 66 shares; 2025Q1: 68 shares; 2025Q2: 1,014 shares; 2025Q3: 1,001 shares; 2025Q4: 1,001 shares; 2026Q1: 1,001 shares; 2026Q2: 1,001 shares 1,001 $92.1K 0.01% 0 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 458 shares; 2025Q2: 623 shares; 2025Q3: 623 shares; 2025Q4: 623 shares; 2026Q1: 623 shares; 2026Q2: 623 shares 623 $92K 0.01% 0 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,731 shares; 2024Q4: 1,293 shares; 2025Q1: 1,870 shares; 2025Q2: 750 shares; 2025Q3: 403 shares; 2025Q4: 563 shares; 2026Q1: 578 shares; 2026Q2: 349 shares 349 $90.9K 0.01% -229 Timeline FLTR 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: 3,528 shares; 2025Q3: 3,528 shares; 2025Q4: 3,528 shares; 2026Q1: 3,528 shares; 2026Q2: 3,528 shares 3,528 $90.4K 0.01% 0 Timeline ZBRA ZEBRA TECHNOLOGIES CORPORATI More: the full row for ZEBRA TECHNOLOGIES CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 192 shares; 2024Q4: 211 shares; 2025Q1: 191 shares; 2025Q2: 258 shares; 2025Q3: 256 shares; 2025Q4: 256 shares; 2026Q1: 342 shares; 2026Q2: 340 shares 340 $89.5K 0.01% -2 Timeline BIPC BROOKFIELD INFRASTRUCTURE CO More: the full row for BROOKFIELD INFRASTRUCTURE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,710 shares; 2025Q1: 2,710 shares; 2025Q2: 2,520 shares; 2025Q3: 2,520 shares; 2025Q4: 2,510 shares; 2026Q1: 2,510 shares; 2026Q2: 2,310 shares 2,310 $88.9K 0.01% -200 Timeline PKB INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 793 shares; 2025Q3: 793 shares; 2025Q4: 793 shares; 2026Q1: 793 shares; 2026Q2: 793 shares 793 $88.9K 0.01% 0 Timeline BR BROADRIDGE FINL SOLUTIONS IN More: the full row for BROADRIDGE FINL SOLUTIONS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 950 shares; 2024Q4: 969 shares; 2025Q1: 958 shares; 2025Q2: 958 shares; 2025Q3: 958 shares; 2025Q4: 1,063 shares; 2026Q1: 973 shares; 2026Q2: 645 shares 645 $88.3K 0.01% -328 Timeline TRP TC ENERGY CORP More: the full row for TC ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 345 shares; 2024Q4: 344 shares; 2025Q1: 336 shares; 2025Q2: 335 shares; 2025Q3: 335 shares; 2025Q4: 1,332 shares; 2026Q1: 1,332 shares; 2026Q2: 1,331 shares 1,331 $88.2K 0.01% -1 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 413 shares; 2024Q4: 468 shares; 2025Q1: 416 shares; 2025Q2: 353 shares; 2025Q3: 379 shares; 2025Q4: 485 shares; 2026Q1: 536 shares; 2026Q2: 336 shares 336 $87.7K 0.01% -200 Timeline USIG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,637 shares; 2024Q4: 1,637 shares; 2025Q1: 1,637 shares; 2025Q2: 1,976 shares; 2025Q3: 1,976 shares; 2025Q4: 1,991 shares; 2026Q1: 2,013 shares; 2026Q2: 1,697 shares 1,697 $87.4K 0.01% -316 Timeline VPU VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 420 shares; 2024Q4: 420 shares; 2025Q1: 420 shares; 2025Q2: 420 shares; 2025Q3: 420 shares; 2025Q4: 420 shares; 2026Q1: 420 shares; 2026Q2: 445 shares 445 $87.1K 0.01% +25 Timeline MOAT 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: 836 shares; 2024Q4: 836 shares; 2025Q1: 836 shares; 2025Q2: 836 shares; 2025Q3: 836 shares; 2025Q4: 836 shares; 2026Q1: 836 shares; 2026Q2: 836 shares 836 $86.9K 0.01% 0 Timeline BNS BANK NOVA SCOTIA B C More: the full row for BANK NOVA SCOTIA B C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,000 shares; 2026Q1: 1,500 shares; 2026Q2: 1,000 shares 1,000 $86.8K 0.01% -500 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,777 shares; 2024Q4: 1,321 shares; 2025Q1: 1,026 shares; 2025Q2: 1,222 shares; 2025Q3: 1,222 shares; 2025Q4: 842 shares; 2026Q1: 707 shares; 2026Q2: 907 shares 907 $86.6K 0.01% +200 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: 3,800 shares; 2024Q4: 4,600 shares; 2025Q1: 4,600 shares; 2025Q2: 6,604 shares; 2025Q3: 4,600 shares; 2025Q4: 4,600 shares; 2026Q1: 4,600 shares; 2026Q2: 1,600 shares 1,600 $85.8K 0.01% -3,000 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: 550 shares; 2024Q4: 300 shares; 2025Q1: 300 shares; 2025Q2: 300 shares; 2025Q3: 300 shares; 2025Q4: 300 shares; 2026Q1: 300 shares; 2026Q2: 300 shares 300 $85.7K 0.01% 0 Timeline CGGO CAPITAL GROUP GBL GROWTH EQT More: the full row for CAPITAL GROUP GBL GROWTH EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,046 shares 2,046 $85.6K 0.01% new Timeline SECU BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,702 shares 1,702 $84.9K 0.01% new Timeline CGUS CAPITAL GROUP CORE EQUITY ET More: the full row for CAPITAL GROUP CORE EQUITY ET 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: 1,897 shares 1,897 $84.1K 0.01% new Timeline XYL XYLEM INC More: the full row for XYLEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,419 shares; 2024Q4: 622 shares; 2025Q1: 591 shares; 2025Q2: 590 shares; 2025Q3: 584 shares; 2025Q4: 571 shares; 2026Q1: 573 shares; 2026Q2: 711 shares 711 $84K 0.01% +138 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: 88 shares; 2024Q4: 121 shares; 2025Q1: 108 shares; 2025Q2: 108 shares; 2025Q3: 108 shares; 2025Q4: 108 shares; 2026Q1: 108 shares; 2026Q2: 43 shares 43 $84K 0.01% -65 Timeline IFRA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 625 shares; 2024Q4: 625 shares; 2025Q1: 625 shares; 2025Q2: 625 shares; 2025Q3: 625 shares; 2025Q4: 625 shares; 2026Q1: 625 shares; 2026Q2: 1,330 shares 1,330 $83.8K 0.01% +705 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: 1,373 shares; 2024Q4: 1,387 shares; 2025Q1: 1,763 shares; 2025Q2: 1,266 shares; 2025Q3: 1,288 shares; 2025Q4: 1,283 shares; 2026Q1: 1,070 shares; 2026Q2: 1,074 shares 1,074 $83.3K 0.01% +4 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: 722 shares; 2024Q4: 2,696 shares; 2025Q1: 2,696 shares; 2025Q2: 2,696 shares; 2025Q3: 4,027 shares; 2025Q4: 2,053 shares; 2026Q1: 2,053 shares; 2026Q2: 2,053 shares 2,053 $83.2K 0.01% 0 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 571 shares; 2024Q4: 788 shares; 2025Q1: 725 shares; 2025Q2: 724 shares; 2025Q3: 817 shares; 2025Q4: 863 shares; 2026Q1: 673 shares; 2026Q2: 649 shares 649 $81.9K 0.01% -24 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: 822 shares; 2024Q4: 822 shares; 2025Q1: 228 shares; 2025Q2: 228 shares; 2025Q3: 224 shares; 2025Q4: 448 shares; 2026Q1: 448 shares; 2026Q2: 423 shares 423 $80.6K 0.01% -25 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,747 shares; 2024Q4: 3,662 shares; 2025Q1: 659 shares; 2025Q2: 724 shares; 2025Q3: 724 shares; 2025Q4: 724 shares; 2026Q1: 724 shares; 2026Q2: 733 shares 733 $79.9K 0.01% +9 Timeline LPLA LPL FINL HLDGS INC More: the full row for LPL FINL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 476 shares; 2024Q4: 505 shares; 2025Q1: 555 shares; 2025Q2: 575 shares; 2025Q3: 576 shares; 2025Q4: 702 shares; 2026Q1: 698 shares; 2026Q2: 283 shares 283 $79.6K 0.01% -415 Timeline WY WEYERHAEUSER CO More: the full row for WEYERHAEUSER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,012 shares; 2024Q4: 3,495 shares; 2025Q1: 3,012 shares; 2025Q2: 3,252 shares; 2025Q3: 3,251 shares; 2025Q4: 3,014 shares; 2026Q1: 3,271 shares; 2026Q2: 3,285 shares 3,285 $78.6K 0.01% +14 Timeline STUB STUBHUB HLDGS INC More: the full row for STUBHUB HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,000 shares; 2026Q1: 6,000 shares; 2026Q2: 6,000 shares 6,000 $77.2K 0.01% 0 Timeline CCI CROWN CASTLE INC More: the full row for CROWN CASTLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,636 shares; 2024Q4: 3,993 shares; 2025Q1: 2,420 shares; 2025Q2: 1,211 shares; 2025Q3: 1,396 shares; 2025Q4: 1,903 shares; 2026Q1: 1,445 shares; 2026Q2: 1,019 shares 1,019 $77.2K 0.01% -426 Timeline HPE HEWLETT PACKARD ENTERPRISE C More: the full row for HEWLETT PACKARD ENTERPRISE C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,798 shares; 2024Q4: 4,420 shares; 2025Q1: 4,164 shares; 2025Q2: 4,417 shares; 2025Q3: 2,639 shares; 2025Q4: 3,072 shares; 2026Q1: 2,152 shares; 2026Q2: 1,666 shares 1,666 $75.2K 0.01% -486 Timeline DBMF IM GLOBAL PARTNER FUNDS More: the full row for IM GLOBAL PARTNER FUNDS 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: 2,430 shares; 2026Q2: 2,430 shares 2,430 $74.4K 0.01% 0 Timeline ZBH ZIMMER BIOMET HOLDINGS INC More: the full row for ZIMMER BIOMET HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,514 shares; 2024Q4: 2,374 shares; 2025Q1: 2,370 shares; 2025Q2: 2,270 shares; 2025Q3: 1,677 shares; 2025Q4: 2,070 shares; 2026Q1: 2,060 shares; 2026Q2: 860 shares 860 $74K 0.01% -1,200 Timeline BIP BROOKFIELD INFRASTRUCTURE PA More: the full row for BROOKFIELD INFRASTRUCTURE PA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,025 shares; 2024Q4: 2,025 shares; 2025Q1: 2,025 shares; 2025Q2: 2,025 shares; 2025Q3: 2,025 shares; 2025Q4: 2,025 shares; 2026Q1: 2,025 shares; 2026Q2: 2,025 shares 2,025 $73.9K 0.01% 0 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: 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 $73.6K 0.01% 0 Timeline RYN RAYONIER INC More: the full row for RAYONIER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,336 shares; 2024Q4: 3,150 shares; 2025Q1: 3,288 shares; 2025Q2: 3,286 shares; 2025Q3: 3,286 shares; 2025Q4: 3,436 shares; 2026Q1: 3,436 shares; 2026Q2: 3,436 shares 3,436 $73.1K 0.01% 0 Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 536 shares 536 $72.7K 0.01% new Timeline EXPE EXPEDIA GROUP INC More: the full row for EXPEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2 shares; 2024Q4: 102 shares; 2025Q1: 511 shares; 2025Q2: 504 shares; 2025Q3: 506 shares; 2025Q4: 282 shares; 2026Q1: 284 shares; 2026Q2: 283 shares 283 $72.4K 0.01% -1 Timeline IHI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,847 shares; 2024Q4: 3,909 shares; 2025Q1: 4,264 shares; 2025Q2: 4,264 shares; 2025Q3: 4,264 shares; 2025Q4: 4,718 shares; 2026Q1: 4,718 shares; 2026Q2: 1,455 shares 1,455 $71.9K 0.01% -3,263 Timeline AVA AVISTA CORP More: the full row for AVISTA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,754 shares 1,754 $71.7K 0.01% new Timeline CGGR CAPITAL GROUP GROWTH ETF More: the full row for CAPITAL GROUP GROWTH ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,390 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,517 shares 1,517 $71K 0.01% new Timeline JEF JEFFERIES FINANCIAL GROUP IN More: the full row for JEFFERIES FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,578 shares; 2024Q4: 2,618 shares; 2025Q1: 2,578 shares; 2025Q2: 2,578 shares; 2025Q3: 2,578 shares; 2025Q4: 2,578 shares; 2026Q1: 1,388 shares; 2026Q2: 1,388 shares 1,388 $69.4K 0.01% 0 Timeline AMZA ETFIS SER TR I More: the full row for ETFIS SER TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,500 shares 1,500 $69.3K 0.01% new Timeline FHLC 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: 1,240 shares; 2024Q4: 1,040 shares; 2025Q1: 1,040 shares; 2025Q2: 1,040 shares; 2025Q3: 1,040 shares; 2025Q4: 896 shares; 2026Q1: 896 shares; 2026Q2: 896 shares 896 $69.2K 0.01% 0 Timeline IDU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 600 shares; 2024Q4: 600 shares; 2025Q1: 600 shares; 2025Q2: 600 shares; 2025Q3: 600 shares; 2025Q4: 600 shares; 2026Q1: 600 shares; 2026Q2: 600 shares 600 $68.8K 0.01% 0 Timeline CCEP COCA-COLA EUROPACIFIC PARTNE More: the full row for COCA-COLA EUROPACIFIC PARTNE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 400 shares; 2024Q4: 400 shares; 2025Q1: 400 shares; 2025Q2: 400 shares; 2025Q3: 400 shares; 2025Q4: 400 shares; 2026Q1: 400 shares; 2026Q2: 684 shares 684 $68.4K 0.01% +284 Timeline FSTA 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: 954 shares; 2024Q4: 954 shares; 2025Q1: 954 shares; 2025Q2: 954 shares; 2025Q3: 954 shares; 2025Q4: 1,300 shares; 2026Q1: 1,300 shares; 2026Q2: 1,300 shares 1,300 $68.3K 0.01% 0 Timeline COWG PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,122 shares; 2025Q4: 2,122 shares; 2026Q1: 2,122 shares; 2026Q2: 1,781 shares 1,781 $68.1K 0.01% -341 Timeline UHAL U HAUL HOLDING COMPANY More: the full row for U HAUL HOLDING COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,040 shares; 2024Q4: 1,049 shares; 2025Q1: 1,040 shares; 2025Q2: 1,040 shares; 2025Q3: 1,040 shares; 2025Q4: 1,040 shares; 2026Q1: 1,040 shares; 2026Q2: 1,040 shares 1,040 $68.1K 0.01% 0 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 152 shares; 2024Q4: 209 shares; 2025Q1: 170 shares; 2025Q2: 253 shares; 2025Q3: 318 shares; 2025Q4: 316 shares; 2026Q1: 319 shares; 2026Q2: 301 shares 301 $68K 0.01% -18 Timeline ILF 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: 2,572 shares; 2026Q2: 2,000 shares 2,000 $67.5K 0.01% -572 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 150 shares; 2024Q4: 164 shares; 2025Q1: 764 shares; 2025Q2: 764 shares; 2025Q3: 764 shares; 2025Q4: 764 shares; 2026Q1: 964 shares; 2026Q2: 225 shares 225 $67.3K 0.01% -739 Timeline FFIV F5 INC More: the full row for F5 INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 651 shares; 2024Q4: 685 shares; 2025Q1: 653 shares; 2025Q2: 651 shares; 2025Q3: 646 shares; 2025Q4: 161 shares; 2026Q1: 161 shares; 2026Q2: 161 shares 161 $67K 0.01% 0 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 746 shares; 2024Q4: 759 shares; 2025Q1: 761 shares; 2025Q2: 766 shares; 2025Q3: 770 shares; 2025Q4: 784 shares; 2026Q1: 785 shares; 2026Q2: 788 shares 788 $67K 0.01% +3 Timeline FE FIRSTENERGY CORP More: the full row for FIRSTENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,937 shares; 2024Q4: 7,513 shares; 2025Q1: 1,040 shares; 2025Q2: 1,061 shares; 2025Q3: 1,065 shares; 2025Q4: 1,383 shares; 2026Q1: 1,395 shares; 2026Q2: 1,400 shares 1,400 $66.6K 0.01% +5 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: 1,992 shares; 2024Q4: 1,235 shares; 2025Q1: 1,179 shares; 2025Q2: 1,147 shares; 2025Q3: 1,156 shares; 2025Q4: 1,156 shares; 2026Q1: 1,147 shares; 2026Q2: 1,035 shares 1,035 $66.2K 0.01% -112 Timeline DBEU 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: 1,227 shares; 2024Q4: 1,227 shares; 2025Q1: 1,227 shares; 2025Q2: 1,227 shares; 2025Q3: 1,227 shares; 2025Q4: 1,227 shares; 2026Q1: 1,227 shares; 2026Q2: 1,227 shares 1,227 $66.2K 0.01% 0 Timeline MHK MOHAWK INDS INC More: the full row for MOHAWK INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 118 shares; 2024Q4: 196 shares; 2025Q1: 120 shares; 2025Q2: 20 shares; 2025Q3: 37 shares; 2025Q4: 542 shares; 2026Q1: 540 shares; 2026Q2: 544 shares 544 $66K 0.01% +4 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: 1,234 shares; 2024Q4: 1,234 shares; 2025Q1: 1,234 shares; 2025Q2: 1,234 shares; 2025Q3: 1,234 shares; 2025Q4: 1,234 shares; 2026Q1: 1,234 shares; 2026Q2: 1,234 shares 1,234 $66K 0.01% 0 Timeline IR INGERSOLL RAND INC More: the full row for INGERSOLL RAND INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 794 shares; 2024Q4: 794 shares; 2025Q1: 830 shares; 2025Q2: 804 shares; 2025Q3: 804 shares; 2025Q4: 804 shares; 2026Q1: 804 shares; 2026Q2: 804 shares 804 $65.9K 0.01% 0 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 336 shares; 2024Q4: 336 shares; 2025Q1: 357 shares; 2025Q2: 379 shares; 2025Q3: 379 shares; 2025Q4: 4,379 shares; 2026Q1: 2,352 shares; 2026Q2: 4,739 shares 4,739 $65.9K 0.01% +2,387 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: 2,130 shares; 2024Q4: 1,850 shares; 2025Q1: 1,818 shares; 2025Q2: 1,847 shares; 2025Q3: 1,914 shares; 2025Q4: 2,914 shares; 2026Q1: 2,803 shares; 2026Q2: 1,771 shares 1,771 $65.4K 0.01% -1,032 Timeline CPK CHESAPEAKE UTILS CORP More: the full row for CHESAPEAKE UTILS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,363 shares; 2024Q4: 1,363 shares; 2025Q1: 1,619 shares; 2025Q2: 1,619 shares; 2025Q3: 1,619 shares; 2025Q4: 1,841 shares; 2026Q1: 1,841 shares; 2026Q2: 531 shares 531 $65K 0.01% -1,310 Timeline MINT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,795 shares; 2024Q4: 920 shares; 2025Q1: 920 shares; 2025Q2: 645 shares; 2025Q3: 645 shares; 2025Q4: 645 shares; 2026Q1: 645 shares; 2026Q2: 645 shares 645 $65K 0.01% 0 Timeline BSY BENTLEY SYS INC More: the full row for BENTLEY SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,128 shares; 2024Q4: 2,128 shares; 2025Q1: 2,128 shares; 2025Q2: 2,128 shares; 2025Q3: 2,134 shares; 2025Q4: 2,134 shares; 2026Q1: 2,131 shares; 2026Q2: 2,163 shares 2,163 $64.7K 0.01% +32 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 615 shares; 2024Q4: 687 shares; 2025Q1: 617 shares; 2025Q2: 586 shares; 2025Q3: 626 shares; 2025Q4: 639 shares; 2026Q1: 552 shares; 2026Q2: 525 shares 525 $64.6K 0.01% -27 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: 1,142 shares; 2024Q4: 1,335 shares; 2025Q1: 1,356 shares; 2025Q2: 1,490 shares; 2025Q3: 1,482 shares; 2025Q4: 560 shares; 2026Q1: 576 shares; 2026Q2: 386 shares 386 $64.3K 0.01% -190 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: 13,942 shares; 2024Q4: 10,244 shares; 2025Q1: 10,244 shares; 2025Q2: 7,694 shares; 2025Q3: 4,894 shares; 2025Q4: 2,244 shares; 2026Q1: 2,244 shares; 2026Q2: 2,194 shares 2,194 $64.3K 0.01% -50 Timeline OC OWENS CORNING NEW More: the full row for OWENS CORNING NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 400 shares; 2024Q4: 400 shares; 2025Q1: 400 shares; 2025Q2: 400 shares; 2025Q3: 400 shares; 2025Q4: 400 shares; 2026Q1: 400 shares; 2026Q2: 400 shares 400 $63.6K 0.01% 0 Timeline DG DOLLAR GEN CORP More: the full row for DOLLAR GEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,434 shares; 2024Q4: 1,633 shares; 2025Q1: 1,782 shares; 2025Q2: 1,810 shares; 2025Q3: 1,420 shares; 2025Q4: 1,672 shares; 2026Q1: 1,670 shares; 2026Q2: 548 shares 548 $63.1K 0.01% -1,122 Timeline IYM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 350 shares; 2024Q4: 350 shares; 2025Q1: 350 shares; 2025Q2: 350 shares; 2025Q3: 350 shares; 2025Q4: 350 shares; 2026Q1: 350 shares; 2026Q2: 350 shares 350 $62.8K 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: 1,014 shares; 2024Q4: 1,014 shares; 2025Q1: 1,014 shares; 2025Q2: 605 shares; 2025Q3: 605 shares; 2025Q4: 605 shares; 2026Q1: 605 shares; 2026Q2: 605 shares 605 $62.2K 0.01% 0 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 49 shares; 2024Q4: 61 shares; 2025Q1: 60 shares; 2025Q2: 59 shares; 2025Q3: 59 shares; 2025Q4: 68 shares; 2026Q1: 68 shares; 2026Q2: 19 shares 19 $60.3K 0.01% -49 Timeline SRLN SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,500 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 $60.3K 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: 3,300 shares; 2024Q4: 3,245 shares; 2025Q1: 3,245 shares; 2025Q2: 3,150 shares; 2025Q3: 2,800 shares; 2025Q4: 2,195 shares; 2026Q1: 2,195 shares; 2026Q2: 635 shares 635 $60.3K 0.01% -1,560 Timeline CGNG CAPITAL GROUP NEW GEOGRAPHY More: the full row for CAPITAL GROUP NEW GEOGRAPHY 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: 1,622 shares 1,622 $59.9K 0.01% new 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: 262 shares; 2024Q4: 262 shares; 2025Q1: 893 shares; 2025Q2: 231 shares; 2025Q3: 340 shares; 2025Q4: 447 shares; 2026Q1: 354 shares; 2026Q2: 517 shares 517 $59K 0.01% +163 Timeline VRSK VERISK ANALYTICS INC More: the full row for VERISK ANALYTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 90 shares; 2024Q4: 93 shares; 2025Q1: 96 shares; 2025Q2: 93 shares; 2025Q3: 90 shares; 2025Q4: 209 shares; 2026Q1: 250 shares; 2026Q2: 326 shares 326 $58.6K 0.01% +76 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26 shares; 2024Q4: 48 shares; 2025Q1: 18 shares; 2025Q2: 4 shares; 2025Q3: 6 shares; 2025Q4: 11 shares; 2026Q1: 51 shares; 2026Q2: 114 shares 114 $58.5K 0.01% +63 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: 382 shares; 2024Q4: 810 shares; 2025Q1: 394 shares; 2025Q2: 679 shares; 2025Q3: 659 shares; 2025Q4: 759 shares; 2026Q1: 409 shares; 2026Q2: 409 shares 409 $58.5K 0.01% 0 Timeline HEI HEICO CORP NEW More: the full row for HEICO CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 588 shares; 2024Q4: 239 shares; 2025Q1: 239 shares; 2025Q2: 239 shares; 2025Q3: 227 shares; 2025Q4: 227 shares; 2026Q1: 164 shares; 2026Q2: 164 shares 164 $58.4K 0.01% 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: 1,000 shares; 2024Q4: 950 shares; 2025Q1: 950 shares; 2025Q2: 850 shares; 2025Q3: 850 shares; 2025Q4: 850 shares; 2026Q1: 750 shares; 2026Q2: 650 shares 650 $57.9K 0.01% -100 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: not reported; 2024Q4: 46 shares; 2025Q1: 46 shares; 2025Q2: 46 shares; 2025Q3: 46 shares; 2025Q4: 46 shares; 2026Q1: 46 shares; 2026Q2: 46 shares 46 $57.7K 0.01% 0 SNA SNAP ON INC More: the full row for SNAP ON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 70 shares; 2024Q4: 84 shares; 2025Q1: 84 shares; 2025Q2: 84 shares; 2025Q3: 84 shares; 2025Q4: 84 shares; 2026Q1: 84 shares; 2026Q2: 143 shares 143 $57.5K 0.01% +59 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 978 shares; 2024Q4: 1,030 shares; 2025Q1: 908 shares; 2025Q2: 946 shares; 2025Q3: 937 shares; 2025Q4: 713 shares; 2026Q1: 656 shares; 2026Q2: 608 shares 608 $57.5K 0.01% -48 Timeline FPF FIRST TR INTER DURATN PFD & More: the full row for FIRST TR INTER DURATN PFD & Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,175 shares; 2024Q4: 3,175 shares; 2025Q1: 3,175 shares; 2025Q2: 3,175 shares; 2025Q3: 3,175 shares; 2025Q4: 3,175 shares; 2026Q1: 3,175 shares; 2026Q2: 3,175 shares 3,175 $57.3K 0.01% 0 Timeline STPZ PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,070 shares 1,070 $57.1K 0.01% new 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: 500 shares; 2024Q4: 953 shares; 2025Q1: 500 shares; 2025Q2: 500 shares; 2025Q3: 500 shares; 2025Q4: 500 shares; 2026Q1: 1,000 shares; 2026Q2: 1,000 shares 1,000 $56.4K 0.01% 0 Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3 shares; 2024Q4: 76 shares; 2025Q1: 8 shares; 2025Q2: 10 shares; 2025Q3: 522 shares; 2025Q4: 522 shares; 2026Q1: 21 shares; 2026Q2: 355 shares 355 $56.3K 0.01% +334 Timeline